Tag: Client Relationship

FEATURE
Leveling up in an ever-evolving industry with Sam Diarbakerly [Ep. 57]

Leveling up in an ever-evolving industry with Sam Diarbakerly [Ep. 57]

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Wonder what is fueling young and ambitious independent advisors?  What are they doing to stand out among their seasoned competitions? What about Integrated Partners makes them a great fit for entrepreneurial advisors at any stage of their professional journey?

In this episode, Matt Ackermann is joined by Samuel Diarbakerly, Founder and CEO of the Boston-based firm Generation Capital Advisors, and one of Integrated Partner’s newest affiliates. When you meet Sam it’s clear he has a genuine passion for his craft and a desire to elevate the industry.

Sam discusses:

  • His journey to becoming a financial advisor
  • The meaning behind his firm name and the importance of understanding the needs and mindsets of investors among all generations
  • Leveling up your client’s experience
  • The power of mentorship and coaching your clients appropriately
  • His full circle moment in his path to Integrated Partners
  • And so much more!!!

 

Connect With Samuel Diarbakerly

 

Connect With Matt Ackermann:

About Our Guest:

Samuel J. Diarbakerly is the founder and CEO of Generation Capital Advisors, a private wealth management firm that specializes in helping high-net-worth individuals, corporate executives, business owners, and widowed women. With a passion for providing a boutique, personalized experience, he focuses on building, protecting, and sustaining wealth for generations. His mission is rooted in the principles of Passion, Education, and Partnerships (PEP), prioritizing integrity, education, and collaboration to guide clients through the complexities of financial planning.

With extensive experience from Merrill Private Wealth Management and Commonwealth Financial Group, Samuel has honed his expertise in investment strategy, financial planning, and managing large custom portfolios. He is known for his ability to simplify intricate financial challenges, offering clients a tailored approach that includes estate planning, tax-efficient portfolios, and leveraging technology for transparency. Outside of work, Samuel is active in the Boston Estate Planning Council and enjoys mentoring at-risk youth and serving as a Trustee at the Gow School. He is also an avid golfer and a passionate learner of modern and financial history.‍

“I consider myself to be one of luckiest people in the world that some of the smartest people in the country trust me to be their closest confidant in every aspect of their life. I enjoy the responsibility and the burden. When I wake up in the morning, I cannot wait to get to work.”

– Samuel J. Diarbakerly

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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The Future of Financial Planning With Craig Lemoine (Ep. 50)

The Future of Financial Planning With Craig Lemoine (Ep. 50)

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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
  • And more

Connect With Craig Lemoine:

Connect With Matt Ackermann:

About Our Guest:

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.

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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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