Tag: 2021

Episode 9 – The Young Advisor – with Taylor Schulte and Michael Mohr

Episode 9 – The Young Advisor – with Taylor Schulte and Michael Mohr

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. 

Resources: Matt Ackermann | Integrated Partners | Taylor Schulte | Define Financial | Mike Mohr | Mohr Financial Group 

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.

Episode 8 – The New Age of Recruitment – with Robert Sandrew and Ryan Shanks

Episode 8 – The New Age of Recruitment – with Robert Sandrew and Ryan Shanks

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!

Resources: Matt Ackermann | Integrated Partners | Robert Sandrew | FA Match | Ryan Shanks

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.

Episode 4 – 2021 And Beyond – with Mark Bruno and Robert Sandrew

Episode 4 – 2021 And Beyond – with Mark Bruno and Robert Sandrew

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.

Resources:   Matt Ackermann | Integrated Partners | Mark Bruno | Echelon Partners | Robert Sandrew 

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.