Perfectly Integrated
Business & Economics Podcasts
Welcome to Perfectly Integrated, a podcast for everyone empowered by wealth and finance. The truth is, managing money requires teamwork, but why and how? Each week we will explore the power of wealth and how to make it work for you instead of the other way around. Perfectly Integrated is hosted by Matt Ackermann, the chief content officer at Integrated Partners and a super veteran of wealth management
Location:
United States
Description:
Welcome to Perfectly Integrated, a podcast for everyone empowered by wealth and finance. The truth is, managing money requires teamwork, but why and how? Each week we will explore the power of wealth and how to make it work for you instead of the other way around. Perfectly Integrated is hosted by Matt Ackermann, the chief content officer at Integrated Partners and a super veteran of wealth management
Twitter:
@Integrated4FAs
Language:
English
Contact:
(781) 890-3045
Website:
https://integrated-partners.com/
Episodes
Exploring Insurance in Financial Planning With Peter Kaplan (Ep. 49)
9/13/2023
Have you considered adding insurance to a financial plan? How should advisors start that conversation? What should advisors know when considering adding insurance to a financial plan? In this episode, Matt Ackermann is joined by Peter Kaplan with Integrated Partners, in discussing the importance of insurance in financial planning and the need for customized solutions … Read More Read More
Duration:00:28:09
Focusing on the Service and Care in a Dollar-Centric Industry With Josh Benson (Ep. 48)
8/2/2023
In an industry focused on creating wealth and building client investments, the idea of client relationships and services can seem like a secondary priority. Those connections are the foundation of any financial advisor and client relationship. In this episode, Matt Ackermann speaks with Josh Benson, Vice President of Strategic Relations at Integrated Partners, on why … Read More Read More
Duration:00:26:56
The Rules of Advertisement, Endorsements and Referrals With John Cataldo (Ep. 47)
7/12/2023
When someone leaves a positive review about your business, that can be great advertising. But when does it cross the line between freely given advertisements and paid or encouraged endorsements? In this episode, Matt Ackermann is joined by John Cataldo, President-Advisory Services and Chief Legal Officer at Integrated Partners, in discussing the importance of understanding … Read More Read More
Duration:00:26:37
How Creative Marketing Shapes Financial Planning Practices With Angel Gonzalez (Ep. 46)
4/12/2023
There are some commercials that stick with you, either because they are funny or have a catchy image or something else. What they all have in common is that they are creative with their ideas. In this episode, Matt Ackermann talks with Angel Gonzalez, Co-Founder of Snappy Kraken, about why being creative is essential to … Read More Read More
Duration:00:31:06
The Growing Role of CPAs in Financial Planning With Seth Fineberg and Paul Saganey (Ep. 45)
3/22/2023
CPAs require rigorous testing, hours of training and most importantly, a high level of ethics. These three aspects contribute to the growing need for CPAs and their personal connections with clients. In this episode, Matt Ackermann speaks with Seth Fineberg, a freelance editor and account industry consultant, and Paul Saganey from Integrated Partners. They focus … Read More Read More
Duration:00:28:29
An Update On Retirement Planning Using Secure Act 2.0 With Will Hackler And Jason Grantz (Ep. 44)
2/8/2023
During the pandemic, the Secure Act became an essential piece of retirement planning for all ages. At the end of 2022, the Secure Act 2.0 came along with new legislation for retirement planning. In this episode, Matt Ackermann is joined by Will Hackler, President of Integrated Pension Services, and Jason Grantz, Managing Director of Sales … Read More Read More
Duration:00:32:42
The CrossFit and Finance Crossover With Jessica Bost (Ep.43)
1/18/2023
There are a million moments that build trust with your clients, whether they are training in the gym or organizing their finances. In this episode, Matt Ackermann has guest Jessica Bost, RICP® CrossFit trainer turned financial advisor on the podcast to share her journey from motivating clients in the gym, to motivating clients from a … Read More Read More
Duration:00:31:41
The Advisors Growth Conundrum With Steve Sanduski (Ep. 42)
1/4/2023
Many advisors think they are growing their business effectively. The numbers show a different story. Why aren’t advisors growing the way they think they are? In this episode, Matt Ackermann speaks with Steve Sanduski, Co-Founder and CEO of ROL Advisor and NYT Best Selling Author, on the lack of balanced growth within the advisor industry. … Read More Read More
Duration:00:29:44
Making The Great Even Better With John Pastore and Steve Vono (Ep. 41)
12/21/2022
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 … Read More Read More
Duration:00:35:24
The Power Of Partnerships In Growth With David Kline (Ep. 40)
12/8/2022
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 … Read More Read More
Duration:00:25:06
Advice for the Next Generation of Financial Planners With Patrick Mahoney and Dennis Moore (Ep. 39)
10/26/2022
Financial planning is a young profession compared to other careers, with the CFP designation only existing for around fifty years. What can young professionals look towards as they enter the evolving industry? In this episode, Matt Ackermann is joined by Patrick Mahoney, CEO of Financial Planners Association, and Dennis Moore, President of Financial Planners Association, … Read More Read More
Duration:00:31:01
Finding – And Keeping – Amazing Talent With Andree Mohr and Liz Manibay (Ep.38)
8/10/2022
A McKinsey study reveals that superior talent is up to EIGHT times more productive. How can you locate these talented individuals within a group of interviewees? In this episode, Matt Ackermann is joined by Andree Mohr, Chief Implementation Officer at Integrated Partners, and Liz Manibay, Managing Director of Charles Schwab, on finding and keeping great … Read More Read More
Duration:00:32:38
How Recessions Opened Possibilities For Independent Practices With Brad Bueermann (Ep. 37)
7/27/2022
In moments of crisis, you can steer off the cliff’s edge or skid to a stop and look over the edge. The mindset of entrepreneurs has changed to reflect on past mistakes and their impact on the industry’s future. In this episode, Matt Ackermann is joined by Brad Bueermann, CEO of FP Transitions, in discussing … Read More Read More
Duration:00:35:12
The Two F’s Of Financial Planning With Paul Saganey (Ep.36)
7/18/2022
There are two major F words often used to answer why people save: family or future. In this episode, Matt Ackermann is joined by Paul Saganey, President and Founder of Integrated Partners, as well as a good friend, in discussing why people save and the role of family and future within financial planning. Paul discusses: … Read More Read More
Duration:00:27:57
Social Media’s Advice On Financial Planning With Sonya Lutter (Ep.35)
6/8/2022
35% of gen Z are learning about financial planning from TikTok, even more when taking into account other social media platforms. The clients understanding is expanding even before speaking with an advisor. In this episode, Matt Ackermann is joined by Sonya Lutter, Director of Research and Academy at Herbers and Company, they discuss the current … Read More Read More
Duration:00:27:44
It’s All About Execution With Kelly Waltrich (Ep.34)
5/18/2022
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 … Read More Read More
Duration:00:27:43
Find The Who’s And Trust The Process With Andree Mohr and John Pastore (Ep. 33)
4/27/2022
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 … Read More Read More
Duration:00:23:25
The Right Technology For The Job With Joel Bruckenstein (Ep.32)
4/13/2022
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 … Read More Read More
Duration:00:14:47
The Evolution Of Client Communication With Carol Anderson and Andree Peterson (Ep.31)
3/30/2022
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 … Read More Read More
Duration:00:29:37
Competition, Collaboration, and Concepcion With Jeff Concepcion and Paul Saganey (30)
3/16/2022
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 … Read More Read More
Duration:00:34:03