Tag Archives: Integrated Partners

FEATURE

It’s All About Execution With Kelly Waltrich (Ep.34)



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.

Kelly discusses:

  • How to individualize yourself
  • The importance of having a great team
  • The non glamorous side of planning
  • How to turn growth plans into reality
  • And more

Connect With Kelly Waltrich:

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About Our Guest:

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.


FEATURE

Find The Who’s And Trust The Process With Andree Mohr and John Pastore (Ep. 33)



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
  • The importance of putting in the work
  • And more

Connect with Andree Mohr:

Connect With John Pastore:

Connect With Matt Ackermann:

About Our Guests:

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.

 


FEATURE

The Right Technology For The Job With Joel Bruckenstein (Ep.32)



Technology like Zoom has become a staple in the workplace. While it may have been difficult for some, finding and understanding beneficial technology for each task allows advisors to adapt to client demand in the modern world.

In this episode, Matt Ackermann is joined by president of T3 Technology and T3 advisor conference producer, Joel Bruckenstein. Joel shares his expertise in technology, finding the right software and understanding the tools to use in reaching different goals.

Joel discusses:

  • How the pandemic changed the perspective and use of technology
  • The two types of advisors in adapting to technology
  • Why education on technology is important for advisors
  • How to evaluate the proper software for your uses
  • And more

Connect With Joel Bruckenstein:

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About Our Guest:

Joel P. Bruckenstein, CFP®, is an internationally recognized expert on applied technology for financial professionals and Publisher of Technology Tools for Today (T3) — formerly Virtual Office News, now dubbed the T3 Tech Hub.

He is also the producer of the annual T3 Advisor Conference, the premier technology conference for independent financial advisors, as well as the T3 Enterprise Conference, an annual gathering of top executives from independent broker/dealers and large RIAs. He also hosts other technology summits in partnership with thought leaders in the financial services industry (e.g., Brian Hamburger of MarketCounsel) and his own by-invitation-only fintech summit every summer. In 2020, Bruckenstein will produce for the first time a new one-day intensive called T3 Cyber University.

Bruckenstein has for more than twenty years advised financial service firms of all sizes on improving their technologies, processes and workflows.

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.

Joel Bruckenstein is the president of T3 Technology and is a separate entity and not affiliated with Integrated Partners and LPL Financial.


FEATURE

The Evolution Of Client Communication With Carol Anderson and Andree Peterson (Ep.31)



With technology’s constant evolution, the number of ways financial advisors can provide efficient and comprehensive advice increases through the tools we now have access to. 

In this episode, Matt Ackermann is joined by the FPA Carol Anderson, President of MQ Research And Education, and Andree Peterson, Chief Implementation Officer at Integrated Partners. They reveal how communication has evolved thanks to technology and the impact this has on client comprehension regarding their own financial and retirement plans.

Carol and Andree discuss:

  • Different types of communication methods
  • How a difference in knowledge impacts communication and understanding
  • The pandemics impact on technology acceptance
  • What the future holds for client advisor communication
  • And more

Connect With Carol Anderson:

Connect With Andree Peterson:

Connect With Matt Ackermann:

About Our Guests:

Carol:

Carol Anderson is the founder and President of MQ Research & Education™ .  She has an M.S. in Consumer Economics & Family Resource Management and a diverse background in business, education, and financial services.  Since 1989, Carol has focused on the issues of financial planning education, retirement preparation, life planning, and productive aging.  As a researcher, writer, and consultant, Carol has worked with a broad range of companies and non-profit organizations in designing studies, conducting analyses, and compiling research reports. In addition, Carol has written articles, developed publications, and designed educational tools, materials, and training workshops. She is a member of the Financial Planning Association,Association for Financial Counseling and Planning Education, and Financial Therapy Association.  When not working, Carol enjoys spending time with her family and pets, gardening, and hiking.

Andree:

Andree Peterson helps create successful referral relationships between CPAs and advisors through The Integrated CPA Alliance. This program has been in place since the inception of the firm and her role includes supporting its growth and evolution. They now proudly call over 127 CPA firms their trusted resources – they know they can count on Integrateds’ advisors to deliver for their clients, and vice-versa. It is perhaps the most sought-after growth driver at the firm, among many.

She takes great pride in my ability to effectively transition advisors to Integrated, creating a smooth process for all involved. Their 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 the new team members every step of the way as they come aboard.

This may be a business decision, but it is also highly personal. Andree find ways to solve complex problems quickly, and ways to meet the needs of individual clients while maintaining efficiency, all the while keeping in mind the emotional side of a transition. 

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.

The Integrated CPA Alliance is not affiliated with LPL Financial. 

Carol Anderson is President of MQ Research and Education and is a separate entity and not affiliated with Integrated Partners and LPL Financial.


FEATURE

Competition, Collaboration, and Concepcion With Jeff Concepcion and Paul Saganey (30)



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”
  • What’s the Stratos strategy and vision are
  • What Integrated Partners unique value prop is
  • The power of culture and working with CPAs
  • The pandemic’s biggest impact on the RIA space
  • And more

Connect With Jeff Concepcion:

Connect With Matt Ackermann and Paul Saganey:

 

About Our Guest:

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.

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.


FEATURE

Let’s Talk About Marketing With Becca Zophin (29)



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
  • Why marketing is so important to advisors
  • How email marketing has maintained its relevance
  • The benefits of third party marketing platforms
  • And more

Connect With Becca Zophin:

Connect With Matt Ackermann:

About Our Guest:

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.

 


FEATURE

Brand Building With Tony Stich (28)



Building a brand is like building a great house, it needs to start with a strong foundation, you need structure, you need rooms to grow into, but you also need a little polish, and a splash of color.

When creating a brand from the ground up, it is crucial to stand out from the crowd as it can draw in customers or completely deter them away.

In this episode, Matt Ackermann is joined by Tony Stich, executive at InvestCloud. Matt and Tony discuss how to position yourself when you are creating a brand, how to identify your audience and what they expect from your brand, as well as how you can use one defining element to center your brand around. 

Tony Stich discuss:

  • Common mistakes advisors should look out for when creating their brand
  • How a brand comes to life through the community it fosters
  • How Tony’s defining characteristic has helped him build connections
  • Marketing tactics to draw in long-lasting customers rather than just sales
  • And more

Connect With Tony Stich:

Connect With Matt Ackermann:

About our Guest: 

Anthony Stich (Mr. Purple) has one goal: to develop a team of exceptional customer experience leaders across the globe, empowering them with the latest industry-leading methodologies in strategic planning, customer success, and business development to successfully grow NaviPlan, the leading provider of SaaS technology solutions for the financial services industry, into a global brand. Published in numerous global outlets including the Journal of Financial Planning, Wealthmanagement.com, Investopedia, and bobsguide as well as being featured on Reuters, FinTech TV, Financial Advisor IQ, Asset TV, and Bank Bosun, Anthony has swiftly become a thought leader in the FinTech space, providing compelling statistics, a thought-provoking perspective, and much-needed humor in a rapidly-changing industry.

Prior to NaviPlan, Anthony spent most of his career in the financial services industry, leading the marketing group at Bank Mutual as well as performing national marketing and go-to-market functions between his roles at Guaranty Bank and AIG VALIC.

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.

Anthony Stich,Investcloud, NaviPlan and Integrated Partners are separate entities and are not affiliated with LPL Financial.


FEATURE

Behavioral Finance Mindset With Eric Clarke and Daniel Crosby (27)



When choosing financial advisors to invest with, it is important they care about your wants and needs when trusting them with your finances. Start with Orion Advisor Services. 

In this episode, Matt Ackermann is joined by CEO of Orion Advisor Services, Erik Clarke and Chief Behavioural Officer Daniel Crosby. Erik and Daniel discuss the behavioural mindset approach they use when interacting with and ultimately investing for clients. They reveal the importance of trusting your financial advisor and how they create long-lasting relationships with their clients. 

Erik Clarke and Daniel Crosby discuss:

  • How their advisors have enhanced their value proposition through a behavioural mindset 
  • Ways you can “future proof” your business
  • How important it is to create a level of trust between clients and financial advisors
  • How to maximize your impact through investing
  • And more

Connect With Erik Clarke and Daniel Crosby:

Connect With Matt Ackermann:

About Our Guests:

Erik Clarke, CEO of Orion Advisor Services has been working with fee-based investment advisors, supporting their portfolio accounting needs for over 15 years. Prior to Orion, Erik has had experience serving on several advisory boards including the Ameritrade Advisor Panel, Rydex Financial Services Advisory Board, NorthStar Financial Services Group and many more. 

Dr. Daniel Crosby is a psychologist and behavioural finance expert who helps organizations understand the intersection of minds and markets. Within this, Dr. Daniel Crosby constructed the “Irrationality Index”, a sentiment measurement that gauges greed and fear in the marketplace from month to month. His work has been featured in the Huffington Post, Risk Management Magazine, as well as his monthly columns for WealthManagement.com and Investment News. Additionally, Dr. Crosby recently co-authored a New York Times Best-Selling book titled ‘Personal Benchmark” Integrating Behavioural Finance and Investment Management. 

Together, Erik and Daniel are working to create a different approach to financial advising that also considers behavioural mindsets, the risk and anxiety around money, as well as the way COVID has impacted people’s daily stressors surrounding finances. 

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.

Erik Clarke  is Chief Operating Officer of Orion Advisor Services and Dr. Daniel Crosby is Chief Behavioural Officer of Orion Advisor Services and are separate entities and not affiliated with Integrated Partners and LPL Financial.


FEATURE

26. Real Impact With Investments With Gabe Rissman



Everyone wants to have some kind of impact on the world. Start with your own portfolio. 

In this episode, Matt Ackermann is joined by president of YourStake.org, Gabe Rissman. Gabe discusses creating an impact through investments and how your portfolio can reflect your personal views. He reveals the struggle of convincing clients that ESG is real and how his company helps clients discover what their true values are for investments.

Gabe Rissman discusses:

  • What it means to make an impact through investments
  • How your investment portfolio reflects your values
  • The concerns about what is real within ESG investing
  • How to maximize your impact through investing
  • And more

Connect With Gabe Rissman:

Connect With Matt Ackermann:

About Our Guest:

Prior to founding YourStake, co-founders Gabe Rissman and Patrick Reed met as student environmental advocates at Yale, working to persuade the endowment to shift away from fossil fuel investments. With his student club, Gabe became the first student to file a shareholder resolution, asking ExxonMobil to cease donations to climate deniers, which succeeded in the subsequent year. 

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.

Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

Gabe Rissman president of Your Stake and is a separate entity and not affiliated with Integrated Partners and LPL Financial.


FEATURE

25. The Definition Of Innovation With Marc Butler



They say imitation is the greatest form of flattery. But sometimes you need to try the road less traveled for great innovation.

In this episode, Matt Ackermann is joined by the President & Chief Operating Officer of Skience, Marc Butler. Marc reveals the big I and the little I of innovation, how your team contributes small I’s to create bigger innovation, and the role of technology in innovation. He discusses some of the trends he has noticed with technology and wealth management and how current changes will impact the future.

Marc Butler discusses:

  • What is innovation
  • How technology reduces  the length of time spent transitioning a client
  • What are the big trends pointing towards the future
  • The role of FinTech within the wealth management industry
  • And more

Connect With Mark Butler:

Connect With Matt Ackermann:

About Our Guest:

Marc oversees the business and technology teams at Skience. Marc is an expert in building organizations from the ground up, managing organizations through dynamic change and transformation, and improving company performance. He has held multiple financial technology leadership positions and has been involved in the development of numerous market-leading solutions throughout a 25-year career. 

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.

Marc Butler is President & Chief Operating Officer of Skience and is a separate entity and not affiliated with Integrated Partners and LPL Financial.


FEATURE

24. There Are No Bad Ideas In Marketing With Robert Sofia



Putting the spotlight on yourself and marketing your services sounds logical. But for financial advisors, it’s not as easy to put themselves out there.

In this episode, Matt Ackermann is joined by Robert Sofia, chairman, and CEO of Snappy Kraken. Robert shares his worst marketing ideas, revealing how one bad idea can lead to several good ideas and literal versus creative marketing strategies. He discusses how he attempts to eliminate bias, focusing on who is the best compared to the number of African Americans in the company, and the impact it has on the overall company.

Robert discusses:

  • The importance of accepting your failures
  • How he tries to eliminate bias within his hiring process
  • Literal versus creative marketing
  • How to drive traffic towards your content
  • And more

Connect With Robert Sofia:

Connect With Matt Ackermann:

About Our Guest:

As founder, Chairman, and CEO, Robert oversees Snappy Kraken’s overall strategic direction.

During the past decade, Robert has supported thousands of companies across the spectrum of financial services including solo advisers, ensembles, family offices, broker dealers, custodians, TAMPs, insurance companies, and others.

Robert lives on Florida’s east coast with his wife of 19 years and their son. He loves coastal living and everything that goes along with it. His hobbies include boating, biking, cooking, and volunteering in the local community.

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.

Robert Sofia is Chairman and CEO of Snappy Kraken and is a separate entity and not affiliated with Integrated Partners and LPL Financial.


FEATURE

23. Plan For Retirement With A Retirement Plan Expert With Jason Grantz



Several decades ago retirement planning was as simple as signing up for your company’s pension plan. Now, less than 70% of people have access.

In this episode, Matt Ackermann is joined by Jason Grantz, a recent addition to Integrated Partners. Jason clarifies several myths and misconceptions surrounding retirement planning and discusses how modern retirement planning has evolved as company’s reduce the number of people with access to a workplace retirement savings plan.

Jason discusses:

  • The challenges of modern day retirement plans
  • The importance of savings rates within your retirement plan
  • How the government and employers are working towards increased retirement coverage
  • The popularization of automated retirement savings plans
  • And more

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.

Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.

 


FEATURE

22. The Journey Into The Unknown With David Kline And Robert Sandrew Chief Growth Officer



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:

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.


FEATURE

21. How To Empower The Fearful Investor With Aaron Klein



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
  • And more!

Connect With Aaron Klein:

Connect With Matt Ackermann:

About Our Guest:

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.

 


FEATURE

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



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


FEATURE

19. The Critical Superpower Of Financial Advisors With Jay Coulter



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
  • And more

Resources:

The Resilient Advisor: How Financial Advisors Build Resilience in Business & Life by Jay Coulter

Connect With Jay Coulter:

Connect With Matt Ackermann:

About Our Guest:

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.


FEATURE

18. CRM – The Central Nervous System to a Great Advisory Practice with Brian McLaughlin



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
  • And more

Connect With Brian McLaughlin:

Connect With Matt Ackermann:

About Our Guest:

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.


FEATURE

17. Working as an Independent Advisor with Louis Diamond & Robert Sandrew



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
  • And more

Connect With Louis Diamond:

Connect With Matt Ackermann & Robert Sandrew:

About Our Guests:

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.


FEATURE

16. How To Use a Podcast to Successfully Tell Your Story With Matt Halloran



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 
  • And more

Resources:

Connect With Matt Halloran:

Connect With Matt Ackermann:

About Our Guest:

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.


FEATURE

15. Being Comfortable In Front of the Camera With Matt Bleistein



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
  • And more

Connect With Matt Bleistein:

About Our Guest:

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.


FEATURE

14. The Lifetime Income Model with Phil Lubinski & Raymond Lucas



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
  • And more

Connect With Phil Lubinski:

Connect With Raymond Lucas:

Connect With Matt Ackermann:

About Our Guests:

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.

 


FEATURE

13. Helping Business Owners Get The Most With Their Businesses With Rich Austin & Homer Smith



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
  • The process of selling a business
  • And more

Connect With Rich Austin & Homer Smith:

Connect With Matt Ackermann:

About Our Guests:

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.


FEATURE

12. The Breakaway Advisor With Todd Bessey & Robert Sandrew



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
  • And more

Connect With Todd Bessey:

Connect With Robert Sandrew:

Connect With Matt Ackermann:

About Our Guests:

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.


FEATURE

Episode 11 – Understanding Compliance – with guest John Cataldo



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. 

Resources: Matt Ackermann | Integrated Partners | John Cataldo

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.


FEATURE

Episode 10 – Long-Term Impacts on Independent Advisors – with guest Brian Hamburger



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. 

Resources: Matt Ackermann | Integrated Partners | Brian Hamburger | MarketCounsel Consulting | Hamburger Law Firm 

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.


FEATURE

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.


FEATURE

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.


FEATURE

Episode 7 – Evolution for Progress – with Kate Healy



What works today won’t lead us to tomorrow.

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!

Resources: Matt Ackermann | Integrated Partners | Foundation for Financial Planning | Kate Healy

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.


FEATURE

Episode 6 – The Evolution of Innovation with Edmond Walters



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!

Resources: Matt Ackermann | Integrated Partners | Apprise Labs | eMoney Advisors | Edmond Walters

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.


FEATURE

Episode 5 – The Culture of Businesses – with Andree Peterson and George Moriarty



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!

Resources: Matt Ackermann | Integrated Partners | George Moriarty | Investment NewsAndree Peterson 

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.


FEATURE

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.


FEATURE

Episode 3 – Looking Back and Moving Forward — With David Canter



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.

Resources:  Matt Ackermann | Integrated Partners | David Canter | Fidelity Investments

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.


FEATURE

Episode 2 – Evolution In The Face Of Adversity – with Mark Tibergien



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!

Resources:  Matt Ackermann | Integrated Partners | Pershing Advisor SolutionsMark Tibergien 

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.


FEATURE

Episode 1 – Are You Stirring the Pot While You Stir The Pot? – With Dr. Daniel Crosby



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! 

Resources:  Matt Ackermann | Integrated Partners |Dr. Daniel Crosby | The Righteous Mind

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.