Perfectly Integrated
Company Culture
Episode 46 – How Creative Marketing Shapes Financial Planning Practices With Angel Gonzalez
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,...
Episode 45 -The Growing Role of CPAs in Financial Planning With Seth Fineberg and Paul Saganey
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...
Episode 44 – An Update On Retirement Planning Using Secure Act 2.0 With Will Hackler And Jason Grantz
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,...
Episode 43 – The CrossFit and Finance Crossover With Jessica Bost
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...
Episode 42 – The Advisors Growth Conundrum With Steve Sanduski
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...
Episode 41 – Making The Great Even Better With John Pastore and Steve Vono
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...
Episode 40 – The Power Of Partnerships In Growth With David Kline
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...
Episode 39 – Advice for the Next Generation of Financial Planners With Patrick Mahoney and Dennis Moore
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...
Episode 38 – Finding – And Keeping – Amazing Talent With Andree Mohr and Liz Manibay
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...
Episode 37 – How Recessions Opened Possibilities For Independent Practices With Brad Bueermann
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...
Episode 36 – The Two F’s Of Financial Planning With Paul Saganey
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...
Episode 35 – Social Media’s Advice On Financial Planning With Sonya Lutter
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,...
Practice Management
Turning Partnership into a Powerful Growth Strategy
When David Kline, CFP®, left Fidelity for Integrated Partners in 2014, he did so without the 600 clients he’d been serving for the past eight years. Growth, for Kline, was non-negotiable. “The first year was very scary with a mortgage and two kids and no clients,”...
Leveraging Centers of Influence and Strategic Partnerships to Grow Your Advisory Firm
As an independent advisor, growth can often feel like a siloed, overwhelming effort. And while you can grow your business alone, it’s far more effective to do it by leveraging strategic partnerships, especially when it comes to serving sophisticated clients like...
Tipping the Scale Toward Independence Doesn’t Mean Sacrificing Support
Picture this: You have a scale–you know, a balance scale typically depicted in the justice system, with two bowls held together by a T-shaped fulcrum–with independence on one side and the support you’re used to getting from traditional broker-dealers and RIA...
Outdated Business Models are the Biggest Threat to Today’s Independent Advisor
Outdated Business Models are the Biggest Threat to Today’s Independent Advisor It seems almost too obvious to say that COVID-19 has changed the way people work, and perhaps more importantly, the way they want to work, but our industry especially has seen such a...
Helping our advisors reach new growth heights is our only priority.
Helping our advisors reach new growth heights is our only priority. We didn’t expect it. To tell the truth, we didn’t even apply for consideration. But in a recently released survey of all RIAs in the United States with over $500M in AUM, going back three years, we...
Real Talk: Roll-ups Belong In Your Kids’ Lunchbox
Roll-ups. Aggregators. Consolidators. Whatever moniker they're going by this week, you need to ask them one important question when they come knocking on your door: What’s in it for them? Give up control of your "small" local firm. Take equity in their “large”...
The MSCPA and Integrated Partners want to help you with your Retirement Plan!
A Pooled Employer Plan (PEP). As a business owner, you understand the value of a retirement plan, but you also understand the hurdles, like costs and legal obligations, that make offering it feel impossible. The PEP addresses these barriers and makes it seamless to...
Reflections of A Top Financial CEO’s Executive Assistant – By Ellen Smith
“There is always one more thing you can do.” Recently, in a reflective mood, or perhaps because like the rest of the country I have spent an inordinate amount of time in my home office of late, I glanced up at my bookshelf. And then I paused, lips forming a small...