Perfectly Integrated
Company Culture
Episode 54 – Empowering Women in Finance
The relationship between women and careers has been an evolving struggle. What challenges are women currently facing in the financial services industry? And how can that change? In this episode, Matt Ackermann is joined by Bridget Grimes, President of...
Episode 52 – Navigating Career Transitions & Simplifying Wealth Management With Jamie Hopkins
When someone quits their job, it’s rarely a big deal. With Jamie Hopkins, his transition was the headline of multiple articles. How does his personal experience and branding set him apart from the crowd? In this episode, Matt Ackermann speaks with Jamie...
Episode 51 – An Origin Story of Financial Planning With Ben Combs
Can you imagine a time when having a financial advisor was strange? Someone who could help you target your financial struggles and identify solutions may have existed but getting a degree in financial planning? Focusing your career on this new industry?...
Episode 50 – The Future of Financial Planning With Craig Lemoine
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 49 – Exploring Insurance in Financial Planning With Peter Kaplan
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...
Episode 48 – Focusing on the Service and Care in a Dollar-Centric Industry With Josh Benson
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 47 – The Rules of Advertisement, Endorsements and Referrals With John Cataldo
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...
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...
Practice Management
Five Key Marketing Takeaways for RIAs from Four Marketing Experts
During “Unlocking Independent Growth: Marketing and PR Strategies for Transitioning Firms,” we asked Kelly Waltrich (Intention.ly), Matt Halloran (ProudMouth), and Jason Lahita (StreetCred PR) to share their biggest insights into what independent advisors can do to achieve growth through marketing.
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...