Tag: Business Growth

FEATURE
Centerstage: How to Become the Star of Your Practice [Ep. 55]

Centerstage: How to Become the Star of Your Practice [Ep. 55]

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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.

About the Book

Get your copy here!

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.

Connect with Andree Mohr:

Connect with Paul Saganey: 

Connect With Matt Ackermann:

 

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.

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FEATURE
Making The Great Even Better With John Pastore and Steve Vono (Ep. 41)

Making The Great Even Better With John Pastore and Steve Vono (Ep. 41)

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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
  • And more

Connect With John Pastore:

Connect With Steve Vono:

Connect With Matt Ackermann:

About Our Guest:

John Pastore

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.

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FEATURE
The Power Of Partnerships In Growth With David Kline (Ep. 40)

The Power Of Partnerships In Growth With David Kline (Ep. 40)

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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
  • And more

 Connect With David Kline:

Connect with Mark Mcgaunn:

Connect With Matt Ackermann:

About Our Guest:

David Kline

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.

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FEATURE
20. Turn Visions Of Growth Into Reality With Paul Saganey and Angie Herbers

20. Turn Visions Of Growth Into Reality With Paul Saganey and Angie Herbers

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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
  • And more

Connect With Paul Saganey:

Connect With Angie Herbers:

Connect With Matt Ackermann:

About Our Guests:

Paul Saganey:

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

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