What does it take for advisors to stand out from the crowd with investing? The answer: Hyper customization aligned with values.
Matt Ackermann, live from the Future Proof Conference, sat down with Alex Laipple, the chief growth officer at Ethic, to discuss the firm’s robust approach to wealth management. Ethic, which has grown to $7.5 billion under management, helps advisors and partners “invest with intention” through personalization.
Key Takeaways:
The Power of Personalization: Investing must be personal to be sustainable. Ethic drives this experience using technology to make personalized, scalable solutions accessible.
Intention in Models: While personalization is critical, advisors need a balanced, intentional approach to model portfolios (avoiding both too few and too many options) to maintain scalability.
Standing Out Through Storytelling: Effective marketing for advisors involves being focused and robust. Ethic supports this by using its in-house video studio to create high-quality content that amplifies partners’ stories and helps clients digest complex investment solutions.
The Future of Wealth Transfer: It is important to deliver a robust experience to the next generation now, as failing to connect with them is the biggest threat during the great wealth transfer.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Alex Laipple is the chief growth officer at Ethic and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
Matt sits down with Maryland based advisor and founder of Phronesis Wealth Management, Richard Osman.
It’s always been about helping for Rich, a mindset that comes naturally to him, but can you help everyone?
Matt loves a good-origin story and Rich delivers with his honest, family-oriented beginning that taught him invaluable lessons that brought him to where he is today.
A tenured and credentialed CEO and financial advisor, Richard works with people at or near retirement to help guide them through their exciting next act. With a keen focus on optimizing tax efficiency, Richard is dedicated to helping you navigate decisions around pensions and withdrawing assets during retirement.
Richard’s mission is simple: to help you attain your personal vision of financial success through practical advice, customized planning, and outstanding client service. Rooted in integrity and committed to helping you discover the perfect balance between work, family, and pleasure, Richard serves as your partner on your financial journey.
The Origins of Richard’s Career
At the age of 18, Richard started his first company. He quickly realized he was lacking the guidance and resources needed to succeed. This experience (coupled with watching his parents lose nearly everything when their business suffered) taught him that most people face financial complexities and hardships without truly understanding them. This inspired Richard to embark on a career in financial services to help people make better decisions surrounding money. Simply put, he wants to help you learn how to make it, protect it, and ultimately live a more sustainable and fulfilling life.
Phronesis Wealth Management – Your Compassionate Financial Advocates
Whether you’re in the prime of your career and juggling the demands of a thriving family life or nearing retirement and planning for that next chapter, Richard connects best with people who want to conserve for tomorrow while enjoying life today.
Practical analysis is the cornerstone for Richard and his team at Phronesis Wealth Management. They leverage analytics-backed insights to make informed decisions that drive results. Richard begins by listening to your stories, understanding your aspirations, and gaining clarity about the things that are most important to you and your family. From there, he examines everything from financial priorities, investments, and estate planning goals to tax scenarios, family dynamics within a business, and property and casualty considerations to paint a comprehensive picture of where you stand and how all the above could impact your financial plan.
Your Secret Weapon During Volatile Times
Harnessing the power of the Lifetime Income ModelTM retirement income distribution tool, Richard crafts a personalized strategy to withdraw money from sources such as your 401(k), IRAs, pensions, and other investment accounts, all while navigating the market’s fluctuations. Balancing immediate income needs with the opportunity for other assets to grow, Richard and his team coordinate your dollars over the span of your lifetime. This approach transcends age, prioritizing the longevity of your financial resources and ensuring your money is working for you.
At the Heart of Everything We Do, It’s All About You!
Collaborating with Richard and his team means you receive a boutique, concierge experience at a reasonable cost, where personal service and attention to detail are the top priority. Together, they serve as a deep bench of compassionate advisors, offering valuable insights, proactive guidance, and customized solutions for your evolving financial needs. This is why Richard typically becomes your first call in both exciting and difficult moments.
Rounding Out Richard’s Life
Richard and his team at Phronesis are active supporters of Giving Back: Linda’s Legacy Coat Drive, the local Girl STEM-Powerment, and other community events. Additionally, he is a proud member of the Greater Severna Park and Arnold Chamber of Commerce, fostering connections with business owners in the community.
Outside of the office, Richard enjoys spending time with his wife, Kelly, and their sons, Jackson and Cooper. Whether skiing, boating, golfing, attending Florida State football games, training for a triathlon, or embarking on a new travel experience, he appreciates and cherishes life’s smallest and biggest adventures.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
As an entrepreneurial advisor, how do you stand out and thrive at the center of your practice? Are you working seven days a week, are you the first one in and last one out of the office, are you feeling like you have to do everything and often ask yourself… is there a better way?
With the right tools and storytelling, host Matt Ackermann, along side his friends & colleagues Andree Mohr, President of Integrated Partners, and Paul Saganey, Founder & CEO of Integrated Partners wrote a book to guide you to becoming the star of your practice because there is a better way!
As a financial advisor you may not see the similarities between yourself and Elton John or Taylor Swift but in the next 30 minutes you’ll understand the reference and you’ll be ignited to learn more.
Its not how hard you work, it’s how effective you work.
For entrepreneurial financial advisors, becoming the star of your practice can feel impossible.
You’ve spent your career working so hard IN the business that you’ve forgotten to work ON the business.
At some point, you need to stop carrying the amps and take center stage.
This book takes you through analogies from rock stars, legendary artists and emerging musicians to help you develop the financial advisory practice of
your dreams.
It is time to take your business to the next level while you shine in the spotlight!
Utilizing successful business processes created at Integrated Partners, “Center Stage: How to Become the Star of Your Practice” is a framework of carefully crafted stories, first-person narratives, and applicable takeaway “music lessons” to help you and your business shine one step at a time.
This book will help you discover how to evaluate your practice goals, ramp up your
marketing strategies, find the right growth partners, establish a qualified team to
drive the practice to the next level, and much more.
The mic checks are done, and the curtain is ready to rise. Are you ready to make your entrance and take center stage? Your practice, your partners, and that entrepreneur inside of you certainly is.
About Our Guest:
Andree Mohr
Andree Mohr takes great pride in her ability to effectively transition advisors to Integrated, creating a smooth process for all involved. Our partner firms have made an important decision by choosing Integrated Partners. Having managed the transition of over 160 advisors and 50,000+ client accounts, Andree has witnessed first-hand how crucial it is to maintain discipline, apply a strong process and ensure that she is with our new team members every step of the way as they come aboard.
Paul Saganey
As a practicing advisor for over 30 years Paul Saganey understands what it’s like to build a strong practice and deepen my existing relationships. When he launched integrated in 1996, his goal was to build an organization that offers vision, support and direction for the future growth of our practices. By collaborating with industry professionals and my peers, Paul researches the economic and regulatory landscape to successfully reach that goal.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
The relationship between women and careers has been an evolving struggle. What challenges are women currently facing in the financial services industry? And how can that change?
In this episode, Matt Ackermann is joined by Bridget Grimes, President of WealthChoice, co-founder of Equita Financial Network and a wealth advisor for executive women. Bridget shares her journey, from working on Wall Street to launching her own practice, and the challenges many women face in the financial industry.
Bridget discusses:
How her journey through the financial industry promoted a passion for empowering women
Why women are well suited for the financial services industry
The challenges of promoting and retaining women in the industry
In 2016, Bridget Grimes founded WealthChoice, a fee-only (commission-free) financial planning firm focused on helping women executives and their families live life on their terms. Launching WealthChoice was the culmination of years of working with career women and helping them overcome challenges to financial security.
She also launched the WealthChoice Community, an organization that hosts guest speakers throughout the year who cover critical career, business, and quality of life topics. The WealthChoice Community also provides the valuable benefit of assembling like-minded women for networking purposes, to provide support for one another, and have meaningful conversations.
Building on that sense of community, in 2018 Bridget co-founded with Katie Burke, CFP(r) Equita Financial Network, a powerful community for women-led financial planning firms, offering a proven platform that includes all the necessary resources to run a comprehensive financial planning firm including professional, outsourced investment management services.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Bridgette Grimes is the President of WealthChoice and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
When someone quits their job, it’s rarely a big deal. With Jamie Hopkins, his transition was the headline of multiple articles. How does his personal experience and branding set him apart from the crowd?
In this episode, Matt Ackermann speaks with Jamie Hopkins, a financial services advocate with Bryn Mawr Trust, on his career shift to Bryn Mawr Trust, simplifying wealth management complexities, and personal brand development. Jamie explores his journey through personal experience and professional development in different companies and what the future holds for him and the industry.
Jamie discusses:
Why he transitioned to Bryn Mawr Trust
His approach to simplifying wealth management topics
How he built his personal brand to connect with his audience
What the future of wealth management and technology will look like
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Jamie Hopkins is a separate entity and not affiliated with Integrated Partners and LPL Financial.
Can you imagine a time when having a financial advisor was strange? Someone who could help you target your financial struggles and identify solutions may have existed but getting a degree in financial planning? Focusing your career on this new industry?
It was a whole new world back in 1973.
In this episode, Matt Ackermann is joined by one of the first CFPs and a pioneer of the financial industry, Ben Combs. Ben shares his journey from being one of the first graduates of the Certified Financial Planners program in 1973 to becoming a successful financial planner, discussing the challenges he faced in transitioning from product selling to problem-solving, the importance of building relationships, and the evolution of the industry.
Ben focuses on:
Why he joined the International Association for Financial Planning in 1971
How he felt shifting from a salesman to a financial planner and the reaction others had to his transition
How a lack of community in the beginning impacted early advisors and why he encouraged growth and support
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Ben Combs is a separate entity and not affiliated with Integrated Partners and LPL Financial.
If you close your eyes and imagine the next generation of financial planners, what do they look like? How will they be interacting with clients? How will technology influence their financial planning strategies and communication with clients?
In this episode, Matt Ackermann speaks with Craig Lemoine, Director of Personal Financial Planning at the University of Illinois, on the next generation of financial planning and how the industry has changed over the past 25 years. They talk about the value of internships, apprenticeships, and competitions for students, as well as the challenges of technology and social media.
Craig discusses:
How financial planning has evolved as an industry
What skills and tools the next generations brings to financial planning
How the increase in technology use impacts the way they view information
How that technology impacts their communication and relationship with clients
Craig Lemoine is the Director of the Financial Planning Program at the University of Illinois, Urbana-Champaign. He serves as an Associate Clinical Professor, teaching courses in risk management, retirement and financial planning. Craig earned his PhD from Texas Tech University in 2013 and currently holds the Certified Financial Planner ™ and Master Registered Financial Consultant™ designations.
Craig currently serves as the Executive Director of the Academy for Home Equity in Financial Planning, vice-chairman of the Master Registered Financial Consultant Board and is working with his team to develop specialized content in the area of agriculture-focused financial planning. Previously, Craig served on and chaired the CFP® Council of Examination (2009-2014) and was the Executive Director of the Northwestern Mutual Granum Center for Financial at The American College of Financial Services in Bryn Mawr, PA.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Craig Lemoine is Director of Personal Financial Planning at the University of Illinois and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
Have you considered adding insurance to a financial plan? How should advisors start that conversation? What should advisors know when considering adding insurance to a financial plan?
In this episode, Matt Ackermann is joined by Peter Kaplan with Integrated Partners, in discussing the importance of insurance in financial planning and the need for customized solutions for each client. He emphasizes the value of having a planning mindset and understanding each client’s unique situation and goals when adding insurance to their financial plans.
Peter discusses:
Why do advisors and wealth managers avoid discussing insurance
How he entered the insurance industry
The importance of having a planning mindset in insurance
When and where the insurance conversation should happen in financial planning
Innovative financial services entrepreneur and dynamic business executive with a successful history of over 30 years. Skilled in Sales, Business Development, Life Insurance, Customer Relationship Management (CRM) Technology, Leadership and Management, and Strategic Planning. Peter serves as Senior Vice President of Insurance Solutions at Integrated Partners, specializing in the design, implementation, and management of sophisticated life insurance portfolios.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
In an industry focused on creating wealth and building client investments, the idea of client relationships and services can seem like a secondary priority. Those connections are the foundation of any financial advisor and client relationship.
In this episode, Matt Ackermann speaks with Josh Benson, Vice President of Strategic Relations at Integrated Partners, on why relationships, service and care are essential in an industry focused on money. Josh shares how he works to create a connection between other advisors and clients and why he builds those connections.
Josh discusses:
Why service is essential in the financial services space
The importance of culture within the services
How his role supports advisor growth within Integrated Partners
During his impressive tenure at Orion, Josh has earned a reputation as a trusted advisor, working closely with financial professionals to provide customized consultations, comprehensive training sessions, and exceptional service. Now, as part of the Integrated Partners team, Josh brings his wealth of knowledge and unwavering dedication to building strong partnerships within our organization.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
There are some commercials that stick with you, either because they are funny or have a catchy image or something else. What they all have in common is that they are creative with their ideas.
In this episode, Matt Ackermann talks with Angel Gonzalez, Co-Founder of Snappy Kraken, about why being creative is essential to marketing. Angel explores some examples of creative marketing strategies and why they are essential for financial advisors to understand, whether they think about marketing or not.
Angel discusses:
Why creative thinking matters in financial marketing
How to moderate or enhance creativity through teamwork
Where personalization and customizations fit within a marketing strategy
How marketing infiltrates every aspect of business and the importance of understanding your marketing
Angel D. Gonzalez is one of three founders and currently serves as Chief Marketing Officer for Snappy Kraken, overseeing the company’s brand, voice and content strategy. His big focus is in copywriting, marketing strategy, content creation, and product development. Angel spends a big part of his days connecting the different pieces of marketing campaigns and collaborating with his team.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Angel Gonzalez is Co-Founder of Snappy Kraken and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
CPAs require rigorous testing, hours of training and most importantly, a high level of ethics. These three aspects contribute to the growing need for CPAs and their personal connections with clients.
In this episode, Matt Ackermann speaks with Seth Fineberg, a freelance editor and account industry consultant, and Paul Saganey from Integrated Partners. They focus on the CPA industry and how accountants are growing within their role in the financial planning industry.
Seth and Paul discuss:
Why is there a deep level of trust between CPAs and their clients
How could accountants and financial advisors provide growth for each other
As a practicing advisor for over 30 years Paul Saganey understands what it’s like to build a strong practice and deepen my existing relationships. When he launched integrated in 1996, his goal was to build an organization that offers vision, support and direction for the future growth of our practices. By collaborating with industry professionals and my peers, Paul researches the economic and regulatory landscape to successfully reach that goal.
Seth Fineberg
Seth Fineberg is an accounting- and business-focused writer and editor based in New York City. He was the editorial team leader for AccountingWEB’s US community from 2015 until 2022.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Seth Fineberg is a separate entity and not affiliated with Integrated Partners and LPL Financial.
During the pandemic, the Secure Act became an essential piece of retirement planning for all ages. At the end of 2022, the Secure Act 2.0 came along with new legislation for retirement planning.
In this episode, Matt Ackermann is joined by Will Hackler, President of Integrated Pension Services, and Jason Grantz, Managing Director of Sales and Marketing at Integrated Pension Services. Together they unpack the Secure Act 2.0 and how those changes impact retirement planning for retirees and pre-retirees.
Will and Jason discuss:
How have the updates to the Secure Act changed the way pre-retirees plan for retirement
What are the immediate and future impacts of the changes made to the Secure Act 2.0
How student debt has evolved to become an essential part of long-term financial planning
The possibilities of future changes and how those changes could impact the way retirement plans are built
William D. Hackler has worked extensively in the administration of 401(k), pension and profit-sharing plans since 1995. He graduated from Bryant University with a B.S. in Finance and earned the American Society of Pension Professionals and Actuaries designation of Qualified 401(k) Administrator (QKA).
Will constantly pursues the newest technologies to provide world-class service and the best solutions available for his clients. His mission is to provide superior service and to help others chart a course for success.
As the Managing Director of the Institutional Retirement Plans Sales & Marketing teams for Integrated Pension Services, Jason Grantz is responsible for all Top Line Revenue creation. This includes overseeing all sales and marketing staff, establishing goals and implementing plans to achieve these goals for the firm and its clients. With over 25 years of experience in every aspect of retirement plan and pension consulting, including plan design, operations, investments, and advanced fiduciary plan governance, his main mission is simple: to expand retirement security nationally and help defeat elder poverty by creating more well-designed plans.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Will Hackler and Jason Grantz are with Integrated Pension Services and are a separate entity and not affiliated with Integrated Partners and LPL Financial.
There are a million moments that build trust with your clients, whether they are training in the gym or organizing their finances.
In this episode, Matt Ackermann has guest Jessica Bost, RICP® CrossFit trainer turned financial advisor on the podcast to share her journey from motivating clients in the gym, to motivating clients from a financial perspective.
Jessica discusses:
How she went from trainer to advisor
Her perspective on how helping people can build your own ego
The ways she deals with obstacles, and how she helps her clients get around them
How she views discipline and how she stays motivated
Mrs. Bost launched a financial planning firm, Wealth is Strength, in 2020, utilizing her keen understanding of the personal training landscape to create behavior-focused personal finance solutions for fitness-minded individuals wanting to learn how to intentionally build wealth.
Prior to that, her rapid growth from Administrative Assistant to COO/Planner of an independent advisory firm helped form her passion for structured planning as the integral piece of building wealth. Throughout her years in wealth management, Jess has also continued as a CrossFit coach and personal trainer. Helping individuals learn to build both wealth and health have become an indivisible part of her legacy and focus.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Jessica Bost is Vice President of Brand Partnerships at Alpha Architect and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
Many advisors think they are growing their business effectively. The numbers show a different story. Why aren’t advisors growing the way they think they are?
In this episode, Matt Ackermann speaks with Steve Sanduski, Co-Founder and CEO of ROL Advisor and NYT Best Selling Author, on the lack of balanced growth within the advisor industry. Steve dives into the differences between organic and M&A growth and how they benefit businesses together rather than separately.
Steve discusses:
Why a lack of organic growth reduces a companies future growth
How have advisors changed the way they build their business
The importance of balancing organic growth with M&A growth
What can advisors do to start their journey towards growth
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial. Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Steve Sanduski CEO Advisor Network, and all other mentioned individuals and entities are not affiliated with Integrated Financial Partners or LPL Financial.
Influence has become a key factor in growing a business and connecting with individuals. How can you increase influence to grow your business through key individuals and company wide synergy?
In this episode, Matt Ackermann is joined by John Pastore, Senior Vice President and Private Wealth Manager of Integrated Partners, and Steve Vono, Senior Vice President of McGowan Pro, in discussing centers of influence and synergy between advisors and how they impact the growth of a business.
John and Steve discuss:
What and who are centers of influence
How to get and to keep credibility as a new and experienced advisor
The importance of creating a network
Leveraging your expertise across multiple partners
John Pastore is a Senior Vice-President at IFP. He provides advice and counsel to advisors, staff, and partners. John is dedicated to improving the quality of life of clients, advisors and professional partners.
Steve Vono
Steve Vono is a Senior Vice President at McGowanPRO and focuses on Accountants professional liability insurance. He is active in several leading accounting associations and presents regularly at annual conferences for the Association of Accounting Administrators (AAA), PKF, GGI, MGI World, Enterprise Worldwide, CPA-USA and the Leading Edge Alliance, Sam Allred’s Upstream Academy and many more.
Steve currently serves as President of the AAA Northeast Chapter, and the recipient of their Distinguished Service Presidential Citation for outstanding support and contributions to members of AAA. (June 2010). He has written and published several articles on practice management and errors and omissions insurance for accounting firms for the Journal of Accountancy and other publications. He contributes content for insurance programs for the accounting industry.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Steve Vono is Senior Vice President of McGowan Pro and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
For many advisors, growing their business means growing their workload. How can a partnership balance the two?
In this episode, Matt Ackermann speaks with David Kline, a private wealth advisor with Integrated Financial Partners, and Mark McGaunn, CEO of McGaunn and Schwadron, on the connection between partnerships and growth within the business.
David and Mark discusses:
What does growth mena to them
How did they initially connect and why do they continue working together
What benefits does a partnership provide to clients
How has the partnership allowed them both to thrive
As a Private Wealth Advisor, David specializes in helping business executives, professionals, high net worth individuals, and their families navigate the complexities of their financial lives. After obtaining an in-depth understanding of each client’s situation, his team will identify potential gaps and create customized strategies to address their concerns.
Mark McGaunn
Mark plays a special role in the lives of his clients. Known as “the bow-tie guy”, he has consulted veterinarians and dentists nationally for more than 30 years, and been featured in magazines, conferences, and live events around the world.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Mark McGaunn is Mcgaunn and Schwadron and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
Financial planning is a young profession compared to other careers, with the CFP designation only existing for around fifty years. What can young professionals look towards as they enter the evolving industry?
In this episode, Matt Ackermann is joined by Patrick Mahoney, CEO of Financial Planners Association, and Dennis Moore, President of Financial Planners Association, on the continual evolution of the financial planning industry and the role of young entrepreneurs looking to enter the profession.
Patrick and Dennis discuss:
Where do things stand for RIAs in the current financial market
What issues should financial planners keep in mind as the industry evolves
How important is a financial advisors label
What advice would they give to a young advisor within the FPA
Patrick D. Mahoney is CEO and Board Secretary of the Financial Planning Association. He is an experienced CEO, association and business leader, and strategist with a background across diverse organizations in the financial services, technology, and mission-based sectors. He is recognized for building and mentoring diverse teams and creating growth strategies that integrate the passion and expertise of an organization’s members, volunteer leaders, and employees to meet its goals and mission.
Dennis Moore
Dennis J. Moore, MBA, CFP® currently serves as the volunteer president of the Financial Planning Association® (FPA®), the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
Moore is director of wealth management operations for Mercer Advisors, one of the nation’s largest independent RIAs and a firm that has been dedicated to financial planning since it was founded in 1985. At Mercer Advisors, Moore blends his passion for financial planning with his in-depth knowledge of the systems, processes, and support needed to deliver financial planning on a national scale.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Patrick Mahoney, Dennis Mort, Financial Planners Association and Integrated Financial Partners are separate entities and not affiliated with LPL Financial.
A McKinsey study reveals that superior talent is up to EIGHT times more productive. How can you locate these talented individuals within a group of interviewees?
In this episode, Matt Ackermann is joined by Andree Mohr, Chief Implementation Officer at Integrated Partners, and Liz Manibay, Managing Director of Charles Schwab, on finding and keeping great talent within a sea of employees and interviews.
Andree and Liz discusses:
How can you draw out talented individuals within an interview?
What is the key to finding great talent?
What does great talent want and need within a company?
Andree Mohr takes great pride in her ability to effectively transition advisors to Integrated, creating a smooth process for all involved. Our partner firms have made an important decision by choosing Integrated Partners. Having managed the transition of over 160 advisors and 50,000+ client accounts, Andree has witnessed first-hand how crucial it is to maintain discipline, apply a strong process and ensure that she is with our new team members every step of the way as they come aboard.
Liz Manibay is managing director of Charles Schwab.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Liz Manibay is managing director of Charles Schwab and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
In moments of crisis, you can steer off the cliff’s edge or skid to a stop and look over the edge. The mindset of entrepreneurs has changed to reflect on past mistakes and their impact on the industry’s future.
In this episode, Matt Ackermann is joined by Brad Bueermann, CEO of FP Transitions, in discussing the RIA industry, the current path of RIA businesses and what the mindset shift of the industry will look like after one of the steepest recessions.
Brad discusses:
How is the threshold for RIA business success
The difference between a purchase and an investment in businesses
The possible increase in consolidation within RIA businesses
Brad is a nationally recognized speaker and thought leader on matters of business value, equity management, and mergers and acquisitions for independent financial professionals. Brad’s forward-thinking and groundbreaking work on building enterprise value and creating sustainable firms has made him an important thought leader in the industry, and a frequent conference speaker.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Brad Bueermann is CEO of FP Transitions and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
There are two major F words often used to answer why people save: family or future.
In this episode, Matt Ackermann is joined by Paul Saganey, President and Founder of Integrated Partners, as well as a good friend, in discussing why people save and the role of family and future within financial planning.
Paul discusses:
What inspires financial savings
The importance of having the right people for the right job
How financial planners have evolved with the clients
As a practicing advisor for over 30 years, Paul Saganey understands what it’s like to build a strong practice and deepen existing relationships. When he launched integrated in 1996, it was his goal to build, alongside fellow advisors, an organization that offers vision, support and direction for the future growth of their practices. By collaborating with industry professionals and his peers, Paul researches the economic and regulatory landscape to move towards that goal.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
35% of gen Z are learning about financial planning from TikTok, even more when taking into account other social media platforms. The clients understanding is expanding even before speaking with an advisor.
In this episode, Matt Ackermann is joined by Sonya Lutter, Director of Research and Academy at Herbers and Company, they discuss the current understanding of financial planning through social media and the comprehension clients have before interacting with financial advisors. Sonya reveals the mindset surrounding money, diving into the impact of societal beliefs surrounding money and why financial planning isn’t discussed openly.
Sonya discusses:
The impact of easy access to knowledge on education
Why financial advisors remain a necessity
The questions children are asking about finances
What are some of the most common behavioral issues with money
Sonya Lutter, PhD, CFP®, LMFT, is researcher, educator, financial planner and therapist. She worked in higher education for over 15 years before joining Herbers & Company as Director of Research and Academy. Previously she was administrator over Applied Human Sciences at Kansas State University. She has published over 60 peer-reviewed publications, written several edited books, and is a regular speaker in financial services.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Sonya Lutter is Director of Research and Academy at Herbers and Company and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
Marketing and sales go hand in hand when it comes to building your business. But, creating your marketing ideas will only take you so far without executing them.
In this episode, Matt Ackermann is joined by Kelly Waltrich, co-founder of Intention.ly. Kelly shares her knowledge of execution, building a plan with her team and creating the vision of her clients into reality. She reveals quick tips for developing your image and the details that are often missed.
For over 15 years, Intention.ly Co-founder Kelly Waltrich has been championing the role of marketing in the financial services industry. As former Chief Marketing Officer at eMoney Advisor and Orion Advisor Solutions, she proved time and again that there is no better driver of an organization’s growth and overall success than a well-run marketing and communications team. At eMoney and Orion, Waltrich built powerhouse marketing teams from the ground up, developing the engines that would fuel the highest periods of growth for both companies.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Kelly Waltrich is the co-founder of Intention.ly and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
When an advisor is building a business, it is easy to become swept up in what they think are fires, instead of growing their business. What they are missing is the importance of sticking to a process and finding professionals who can help build their referrals.
In this episode, Matt Ackermann is joined by Andree Mohr, Chief Implementation Officer and John Pastore, Senior Vice President & Private Wealth Manager of Integrated Partners. The trio discuss why building a business in rainmaking is difficult for advisors and how they can develop their practice through partnerships with CPAs. Andree and John reveal the key components to a successful partnership for both parties.
Andree and John discuss:
How working with centers of influence can be the answer to finding referrals
Why advisors need to trust the process
How to overcome hurdles in relationships between advisors and CPAs
Andree Mohr takes great pride in her ability to effectively transition advisors to Integrated, creating a smooth process for all involved. Our partner firms have made an important decision by choosing Integrated Partners. Having managed the transition of over 160 advisors and 50,000+ client accounts, Andree has witnessed first-hand how crucial it is to maintain discipline, apply a strong process and ensure that she is with our new team members every step of the way as they come aboard.
John Pastore’s background traces his roots back to Marriott International where a “spirit to serve” was drilled into him. This ethic led to him being promoted to Director of National Accounts where he held relationships with some of Marriott’s biggest clients. John brought that same dedication and philosophy to Integrated while building the Professional Partner Program.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Many business owners fear competition but a true entrepreneur understands the benefits of healthy competition.
In this episode, Matt Ackermann is joined by Jeff Concepcion from Stratos Wealth Partners and Paul Saganey from Integrated Partners. Jeff and Paul share how their relationship began, the perceived competition between advisors and companies and how they work.
Jeff and Paul discusses:
If advisers see other advisers as “the competition”
As a practicing advisor for over 30 years Paul Saganey understands what it’s like to build a strong practice and deepen my existing relationships. When he launched integrated in 1996, his goal was to build an organization that offers vision, support, and direction for the future growth of our practices. By collaborating with industry professionals and my peers, Paul researches the economic and regulatory landscape to successfully reach that goal.
Jeff Concepcion:
Jeffrey Concepcion is the Founder and CEO of Stratos Wealth Partners, a firm that he launched in October of 2008. Jeff is responsible for the acquisition, development and coaching of the firm’s expanding number of affiliated advisors from across the nation. This is a role he embraces and understands due to the fact that in addition to his leadership responsibilities, he also maintains a personal planning practice.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Jeff Concepcion is the founder and president of Stratos Wealth Partners and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
A business is only successful if people know it exists, with marketing playing a key factor in generating clients and customers. For advisors, marketing is a necessary struggle they must face.
In this episode, Matt Ackermann is joined by the chief marketing officer at InTouch Innovations, Becca Zophin. Becca shares her expertise in marketing, revealing one of the biggest mistakes advisors make in their business. She discusses some of the marketing tactics she uses for advisors and the benefits of third party platforms in marketing.
Becca discusses:
What is one of the biggest marketing mistakes done by advisors
Becca Zophin’s professional background has spanned many of IFP’s growth years. She joined the IFP family in 2001, beginning work 2 weeks after she graduated from The University of Florida. Becca has thrived in the entrepreneurial environment, one that allowed her to co-build InTouch Innovations. She’s seen firsthand the industry shifts as well as the evolution in marketing as it relates to an advisor’s practice.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Becca Zophin is the chief marketing officer at InTouch Innovations. InTouch Innovations is a separate entity and not affiliated with Integrated Partners and LPL Financial.
50% of advisors are looking to make or are planning a move. Are you ready to make a change?
In this episode, Matt Ackermann is joined by Robert Sandrew, Chief Growth Officer and David Kline of Integrated Partners. They discuss the importance of change for clients and advisors and the benefit of evolution. David shares his experience of changing companies and how he has developed within Integrated Partners.
They discuss:
Why advisors are resistant to change
How David made the move to Integrated Partners
What is the next step after transitioning
The importance of reviewing your plan every quarter
And more
Connect With Matt Ackermann, Robert Sandrew and David Kline:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
There is an inherent risk to any investment. But selling as soon as you see red won’t increase your clients’ gains.
In this episode, Matt Ackermann is joined by Aaron Klein, co-founder, and CEO of Riskalyze. Aaron discusses how financial advisors deal with investment risk and the impact it has on their clients. He reveals how many advisors discovered the benefits of tools such as Riskalyze during COVID and what it means for the future of investments.
Aaron discusses:
The role of relationships between clients, advisors, and other advisors
How Riskalyze transforms fearful investors into long term planners
How the financial industry has grown in terms of investment risk
The discovery of new tools for investors during COVID
Aaron Klein is co-founder and CEO at Riskalyze, the company that invented the Risk Number® and empowers anyone to become a fearless investor. The company is headquartered in Auburn, California and serves thousands of financial advisors.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Aaron Klein, co-founder and CEO at Riskalyze is a separate entity and not affiliated with Integrated Partners and LPL Financial.
Growth is complex. Growth is an aspiration, a hope but few have a real strategy on how, where and most importantly why they want to grow.
In this episode, Matt Ackermann is joined by Paul Saganey, president and founder of Integrated Partners, and Angie Herbers, Managing Partner at Herbers & Company. Together they discuss the terrifying topic of business growth, sharing the importance of creating a vision of your business’s future and how to turn that vision into reality.
Paul and Angie discuss:
The complexities of growing your business
The importance of separating you from your business
The first step in building your vision
The benefits of asking for help within the industry
As a practicing advisor for over 30 years I understand what its like to build a strong practice and deepen my existing relationships. When I launched integrated in 1996, it was my goal to build, alongside my fellow advisors, an organization that offers vision, support and direction for the future growth of our practices. By collaborating with industry professionals and my peers, I research the economic and regulatory landscape to successfully reach that goal.
Angie Herbers:
Nearly two decades ago, I created Herbers & Company to serve as the trusted consultant to the leaders of the financial advisory industry. We help advisory firms grow by creating and executing management growth strategies to capitalize on opportunities in, leadership, corporate finance, operations, technology, the client experience, human capital management, sales and marketing.
My passion professionally is to expand the growth possibilities of all advisory firms across the globe. I started our consulting firm nearly two decades ago to help expand what was possible with career tracks, human capital, talent and cultures. Over the years we have expanded our business to go beyond what human capital can do alone. I am a creative entrepreneur at my core and I believe anything is possible. You simply have to want to make it possible, and people make it so.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Angie Herbers, Managing Partner at Herbers & Company and Integrated Partners are separate entities and not affiliated with LPL Financial
Resilient. Able to withstand or recover quickly from difficult circumstances. How can you apply resiliency to your personal and professional life?
In this episode, Matt Ackermann is joined by Jay Coulter, CFP®, CIMA®, and host of The Resilient Advisor Podcast. Jay shares why resiliency is a critical superpower for financial advisors and how resiliency benefits your personal and professional business.
Jay discusses:
What resiliency means for financial advisors
The three forms of resiliency
His advice for financial advisors struggling with mental health
The role social media plays in gaining new clients
Jay Coulter’s professional mission is to have a significant impact on the retirement crisis by educating and empowering financial advisors to better serve their clients. He produces The Resilient Advisor Show as a platform to help promote ideas, strategies and resources that equip financial advisors to this end. Jay has authored 3 books including The Resilient Advisory Business and The Resilient Advisor.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Jay Coulter is Partner at Resilient Wealth and show host for Resilient Advisor and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
What makes an advisory practice great, and holds everything together?
The answer – CRM.
In this episode, Matt Ackermann is joined by Brian McLaughlin, CEO of Redtail. Matt and Brian discuss Brian’s journey to creating Redtail and how he saw the need for advisors to strengthen client relationships, improve efficiency, and how this led to creating an integratable CRM tool that helps so many advisors and companies get and stay organized .
Brian discusses:
What inspired him to create Redtail
How advisors can interact with a CRM tool and why so many don’t use it to its full potential
What’s to come in the industry and how Redtail will adapt to the changes
What he wishes he could have done differently as an entrepreneur
Redtail co-founder Brian McLaughlin believed from the beginning that their CRM solution could satisfy an unmet need in the industry: a web-based client relationship management tool to provide advisors anytime, anywhere access to their client and calendar data.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Brian McLaughlin is CEO of Redtail and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
Now, more than ever, advisors have options and opportunities to put them ahead of the competition.
In this episode, Matt Ackermann is joined with Louis Diamond of Diamond Consultants and Robert Sandrew of Integrated Partners as they discuss the process of making the move to being an independent advisor. Matt, Louis and Robert discuss what goes into making the move, and why now might be the best time to do it.
Louis & Robert discuss:
Why more advisors are making the move to being independent as a result of the COVID-19 Pandemic
Why some advisors are in neutral and do not want to transition to independence
What advisors could be doing to get more comfortable with the idea of becoming independent
What to expect from advisors moving into 2021 and beyond
Louis Diamond has guided many of the top teams in the industry as they’ve transitioned to another employee-model firm or launched RIA firms. As a next generation leader for Diamond Consultants, Louis has a first-hand understanding of the needs and requirements of complex multi-generational teams.
Robert Sandrew supports Integrated Partner’s growth by overseeing recruiting initiatives within the organization. Using his deep bench knowledge of the financial industry, Robert applies a consultative approach in assisting advisors in assessing their business model options.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Louis Diamond is president of Diamond Consultants and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
Thinking about starting a podcast? If so, you probably have a lot of questions, like: “How do I get started”, or “How will I get people to listen?” and “Will I be successful?”
In this episode, Matt Ackermann talks to Matt Halloran, co-founder and chief relationship officer at ProudMouth, about how podcasting allows you to connect with your audience on a personal level by sharing your knowledge and stories. Matt Halloran shares his passion for working with podcasters and explains how those passions turned into ProudMouth –– a company that accelerates industry experts’ influence through podcasting and social media.
Matt discusses:
How advisors and industry experts can create podcasts that are valuable and successful using the Perfect Podcast Formula
The importance of setting short-, medium-, and long-term goals
Advice for advisors on how to constantly improve within the podcasting space
Common issues that advisors face when creating a podcast
Matt Halloran got started in the financial services industry 20 years ago as a certified life and business coach. As he became immersed in his client’s biggest needs, he built his knowledge and expertise as a financial branding and social media expert. More recently, Matt has added podcasting to that list. Matt respects how tough it is to be great and effective at marketing while running a practice, living a life, and loving a family. He teaches advisors how to be themselves, let their passions shine through, and create strong brands that resonate with ideal prospects and centers of influence.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Matt Halloran is the Chief Relationship Officer with ProudMouth and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
It can be intimidating to get in front of the camera for the first time to record. You might feel awkward and not sure what to say or how to act.
In this episode, Matt Ackermann invites Matt Bleistein onto the show. Matt Bleistein is the man behind the camera for Matt Ackermann and shares some advice with you about what you should do when you first record.
Matt discusses:
Advice on how you can get comfortable in front of the camera
The most common mistake that people make on camera
Suggestions for advisors who want to start doing something different
One thing he wishes everyone knew before the camera begins rolling
Matt is a freelance video content producer with 10+ years of professional experience as a producer, director, director of photography and editor. Matt started out in the independent film world in New York City doing pretty much every job on set from boom operator to line producer. One day the corporate world called, and for the last seven years or so he has created award-winning content in and around the financial services arena.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Matt Bleistein is a Freelance Video Producer & Editor and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
Great ideas are those that address real needs and necessities for consumers. Great ideas require lots of courage and faith.
In this episode, Matt Ackermann sits down with Phil Lubinski and Raymond Lucas to discuss the idea behind the lifetime income model. Phil and Raymond developed a financial planning model that changed the way advisors work with their clients. The trio talk about this model and how it transitioned from a great idea to a successful tool.
Phil & Raymond discusses:
What the Lifetime Income Model is and how it works
The ideation process of the Lifetime Income Model
How clients reacted to the introduction of the model
What they would have done differently in the creation of the model
Phil has spent over 30 years as a financial advisor, serving almost exclusively retirement income planning clients. He has trained thousands of advisors from around the country on his time-segmented retirement income strategy
As the Senior Vice President of Financial Planning and Training, Raymond supports IFP’s mission of providing a long-term approach to clients’ financial planning needs. Through training and case design experience, Raymond ensures diligence, research and careful consideration are the foundation of every plan designed and implemented.
Phil Lubinkski is the Founder and Head of Retirement at WealthConductor and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
As a business owner, there are lots of things that you need to be considering and it can all be made easier when you have support on your side.
In this episode, Matt Ackermann is joined by Rich Austin and Homer Smith, Integrated Partner’s business owner solutions team, as they discuss the challenges business owners face. Rich and Homer give advice to business owners to help them prepare to make the bigger decisions within the business.
Rich & Homer discusses:
What inspired them to begin working with business owners
The biggest challenges that business owners face
How business owners can prepare to make decisions they never have had to before
With over 20 years of industry experience, Rich Austin is the Executive Director of Integrated Partners, serving as a national resource to Integrated advisors, Professional Partners, and clients. Rich consults with high-net-worth clients and business owners on estate planning, charitable planning, business succession planning and tax planning strategies.
Homer is a Private Wealth Advisor with over 18 years of industry experience. Homer has dedicated his practice to working with business owners and families of wealth with complex financial planning needs. Unlike traditional advisors, Homer provides a deeper level of service for clients, going beyond investment management and traditional retirement planning to focus on advanced planning areas like wealth transfer, risk management, tax mitigation and philanthropy as well as personal development and family wealth planning.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Homer Smith is Private Wealth Advisor with Konvergent Wealth Partners and is a separate entity and not affiliated with LPL Financial.
Taking the leap of faith as an advisor moving from one firm to another can cause sleepless nights asking yourself many questions about whether or not it is the right thing to do.
In this episode, Matt Ackermann sits down with Todd Bessey of Creidim Wealth and Rob Sandrew of Integrated partners, to discuss the process of taking that leap of faith. The three dive into conversation about Todd’s experience taking the leap and how Rob was there every step of the way!
Todd and Rob discuss:
Todd’s story of taking the leap of faith
The process advisors should follow when making the switch
How Integrated can assist in making the transition from one firm to another
The importance of understanding what you should be doing in advance of the transition
Todd Bessey is a tenured and credentialed wealth advisor with over 30 years of experience. Todd has dedicated his practice to helping retirees, independent women, and business owners manage complex financial planning needs. Todd’s mission is simple: To serve his clients in the most caring, comprehensive and efficient way possible while implementing a disciplined and objective financial planning process with transparency and integrity.
Robert Sansrew takes pride in his ability to build relationships through transparency, trust and an understanding of the industry – and advisors. Over the course of Rob’s career, he has had the opportunity to get an inside look into many large advisory firms and their value propositions. Armed with this knowledge, Rob quickly came to recognize the uniqueness of Integrated Partners, its platform and its culture. This is simply put an “advisor-first” organization.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Todd Bessey is the founder of Creidim Wealth and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
Compliance departments can often get a bad reputation and be seen as the bad guys within a company. In reality, they are ensuring that all communication made within the organization stays within set regulations.
In this episode, Matt Ackermann is joined by John Cataldo, chief legal officer with Integrated Partners, and they dive into compliance. John assists you in understanding what it is that compliance is needed for and how the relationship works between compliance and an advisor.
In this episode, you will learn:
The role of the compliance department
Common mistakes that John has seen advisors make when it comes to compliance
Changes that are likely to happen with the change in administration
What advisors could be doing to stay up to date with compliance regulations
And more!
Tune in now to understand what the job of compliance is and how the work they do assists the work of advisors.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
The COVID-19 Global Pandemic is something that nobody saw coming, but it is causing long-term impacts on advisors within the independent wealth management space.
In this episode, Matt Ackermann sits down with Brian Hamburger as they discuss the outside forces impacting independent advisors. Matt and Brian discuss the changes that have occurred within the independent space and how those changes are going to change the independent movement going forward.
In this episode, you will learn:
How COVID initially impacted the independent space and the long-term effects of the pandemic
Current opportunities within the independent wealth management sector
Lessons that advisors can learn from the impact of the global pandemic
The obstacles and hazards that exist when transitioning to be independent
And more!
Tune into this episode to understand how the long-term impacts are likely going to change the independent space moving forward.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Brian Hamburger is the founder and CEO of MarketCounsel Consulting and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
Being a young advisor in an industry dominated by older generations can be tough, but it also brings many new opportunities to the field.
In this episode, Matt Ackermann sits down with Taylor Schulte of Define Financial and Michael Mohr of the Mohr Financial Group. The trio dives into conversation on the impact that the young advisors have on the financial industry, and how new perspectives could open up doors advisors have never seen before.
In this episode, you will learn:
What it is like being a young advisor in the financial industry
Details on opening an independent firm
The evolution of change that up and coming advisors can bring to the industry
What the future of the financial advising industry could look like
And more!
Tune into this episode to hear real stories of two young advisors taking the leap and running an independent firm, and the potential lasting effects on the industry.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Michael Mohr is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners and The Mohr Financial Group, both are registered investment advisors and separate entities from LPL Financial. CA Insurance License #OJ20351. Taylor Schulte is the CEO of Define Financial and is a separate entity and not affiliated with Integrated Partners, the Mohr Group and LPL Financial.
Financial advisors looking to join a partner have personal expectations as well as their recruiters.
In this episode, Matt Ackermann is joined by Robert Sandrew, chief growth officer at Integrated Partners, and Ryan Shanks, co-founder of FA Match. Matt, Robert and Ryan dive into how recruitment has evolved during COVID, revealing what companies are looking for when hiring as well as what advisors are looking for in a firm.
In this episode, you will learn:
How recruiters know when someone is ready to make the move and not just kicking the tires
Why advisors are looking to move and are they doing their research beforehand
What is on the checklist to actually commit to a move
What is ahead in the recruiting industry as we emerge from the pandemic
And more!
Play this episode to learn more about expectations from both sides of the recruitment coin!
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Ryan Shanks is the Co-Founder & CEO of FA Match and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
In this episode, Matt Ackerman is joined by Kate Healy, former managing director at TD Ameritrade and currently chair of the Foundation for Financial Planning. Kate reveals changes happening within the financial industry and what you need to think about for the future.
In this episode, you will learn:
How the financial industry has evolved
What the next generation of clients is looking for
The infrastructure of a firm
The importance of diversity
And more!
Discover the necessary ideas to evolve the financial industry with Kate Healy, chair of the Foundation for Financial Planning!
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Kate Healy is the Board Chair at Foundation for Financial Planning and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
Innovation is a word that’s often overused and even more frequently missed completely.
In this episode, Matt Ackermann is joined by Edmond Walters, CEO and co-founder of Apprise Labs and founder and former CEO of eMoney Advisors. Edmond shares his knowledge and insight into the evolution of business and what innovation truly is.
In this episode, you will learn:
What is innovation
How customers impact the services provided
The role of innovation in business
The importance of communicating with your clients
And more!
Discover the truth about innovation from Edmond Walters, CEO and co-founder of Apprise Labs, in this episode of Perfectly Integrated!
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Edmond Walters is the CEO and co-founder of Apprise Labs and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
Culture is a word often used, but how critical is culture for a company?
In this episode, Matt Ackermann is joined by Andree Peterson, chief implementation officer at Integrated Partners and George Moriarty, chief content officer at Investment News. Discover what culture is within a company and the importance of fostering a culture.
In this episode, you will learn:
What culture means for a company
How zoom has benefited culture
The importance of a safe environment to communicate within
The key to a great culture
And more!
Play this episode to learn more about the role of culture within your company!
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
George Moriarty is the Chief Content Officer of Investment News and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
2020 has become historic for all the wrong reasons, but what if we found the right reason to call it historic?
In this episode, Matt Ackermann is joined by Mark Bruno from Echelon Partners and Integrated Partners own Robert Sandrew. Together they review how COVID has impacted the wealth management industry and what the future may look like for the industry.
In this episode, you will learn:
How COVID has impacted wealth management
What ideas developed during the quarantine
How business models have evolved
A glimpse at what the industry could look like in five years
And more!
Play this episode to learn more about the historic achievements made in 2020 for wealth management and what 2021 may look like.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Mark Bruno is a consultant with Echelon Partners and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
2020 has forced us to look at how we conduct business and evolve. What does the future look like?
In this episode, Matt Ackermann is joined by David Canter, executive vice president of Fidelity Investments. David shares his knowledge from 2020 and the lessons he learned from this pandemic experience. Discover how the financial industry has evolved and will continue to evolve into 2021.
In this episode, you will learn:
The lessons that David learned throughout the year
What the future of financial advisors is in this new virtual environment
The importance of growth within the financial industry
How important inclusion is in financial services
And more!
Tune in as David Canter looks back at 2020 and towards the future of the financial industry.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
David Canter of Fidelity Investments is a separate entity and not affiliated with Integrated Partners and LPL Financial.
With COVID changing nearly everything about how we live our daily lives, we have learned to adapt to this new normal.
In this episode, Matt Ackermann is joined by Mark Tibergien, retired CEO of Pershing Advisor Solutions. Mark shares his experience as an advisor and the influence advisors can have on individuals.
In this episode, you will learn:
The role of a financial advisor during times of crisis
How you can differentiate between good financial professionals and “pretenders”
The importance of learning basic financial independence
The evolution of technology within the financial advisor industry
And more!
Play this episode to hear more about the evolution of financial services during a crisis!
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
Mark Tibergien is a consultant and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
How many times have you heard to never bring politics up with your family? Ignore every time that you’ve heard that—talking about sensitive subjects can actually help you build stronger relationships.
In this premiere episode of Perfectly Integrated, Matt Ackermann is joined by Dr. Daniel Crosby who shares some tips and tricks to how you can discuss politics with your family this holiday season in a healthy and productive way.
In this episode you will learn:
How 2020 has primed us for emotional conversations
Do’s and don’ts to remain civil at the dinner table
How you can prepare yourself for political discussions
How to stop a political conversation that is going nowhere
And more!
Tune in now to discover how you can make your Thanksgiving run smoothly while having political conversations!
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
