Tag: Partners

FEATURE
When Forces Align: Building a One-Stop Firm Through Partnership with Mark Mitamura and Craig Ima [Episode 59]

When Forces Align: Building a One-Stop Firm Through Partnership with Mark Mitamura and Craig Ima [Episode 59]

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Episode Summary

What happens when leaders of a thriving wealth management firm and a forward-thinking accounting practice join forces? You get a powerhouse partnership that redefines how financial services are delivered.

In this episode our host, Matt Ackermann, chats with two trailblazers, Mark Mitamura of The Reserve Investments and Craig Ima of Windes Accounting Firm, who combined their expertise creating a fully integrated firm, Windes Wealth Management. By streamlining financial planning and investment management with tax strategy and accounting they deliver a seamless client experience.

They discuss

  • The power in partnership: how growth opportunities were unlocked for both their firms and their clients
  • How their collaboration was born and what makes it so unique
  • The importance of relationship management
  • Balancing working both in the business and on the business
  • The deep impact teaming up had on client service
  • And so much more!!!

Whether you’re a solo advisor, a firm owner, or just dreaming of your next chapter, this episode offers practical insight and inspiration on what’s possible when you stop going it alone.

Connect With Mark Mitamura

 Connect with Craig Ima

Connect With Matt Ackermann:

 

About Our Guests

Mark Mitamura

As CEO and wealth advisor at The Reserve Investments, Mark’s mission is to help his clients find financial confidence, working to coordinate many aspects of their financial life. He takes the time to get to know each client and build lasting relationships to help guide generations toward financial independence. Mark uses the same steady approach when helping business owners better position their personal and business finances seeking to quiet the storm of uncertainty.

With almost 20 years of experience in the financial services industry, Mark takes a measured approach to give clients the confidence that someone professional is in their corner throughout the many financial stages in life. He specializes in simplifying complex concepts and explaining them in a way that is easy to understand and also apply. Backed by a team of dedicated and tenured professionals, Mark collaborates with The Reserve team as well as experienced subject matter experts from coordinating and consulting to the delivery and implementation of financial plans.

Mark believes in the importance of providing customized strategies, therefore each client’s current financial situation, goals for the future and any challenges he or she may face in their pursuit of financial independence are properly considered. Mark applies this personalized attention as he offers guidance related to asset management, retirement planning, insurance planning, estate planning, tax planning and more.

Craig Ima

Craig joined Windes in 2008 and is the firm’s Chief Marketing & Development Officer. He has more than 30 years of marketing, business management, product, strategy, database, business development, and sales experience.

Craig has held extensive executive positions with top-notch small to large-sized companies in industries such as accounting, professional services, automotive, information marketing services, Internet, direct marketing, computers, electronics, software, and investment banking.

Craig’s focus in the firm is to develop and execute marketing and practice development strategies.

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

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

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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.

 

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