Perfectly Integrated: Recent Episodes
Matt Ackermann
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
As an entrepreneurial advisor, how do you stand out and thrive at the center of your practice? Are you working seven days a week, are you the first one in and last one out of the office, are you feeling like you have to do everything and often ask yourself… is there a better way?
With the right tools and storytelling, host Matt Ackermann, along side his friends & colleagues Andree Mohr, President of Integrated Partners, and Paul Saganey, Founder & CEO of Integrated Partners wrote a book to guide you to becoming the star of your practice because there is a better way!
As a financial advisor you may not see the similarities between yourself and Elton John or Taylor Swift but in the next 30 minutes you’ll understand the reference and you’ll be ignited to learn more.
Its not how hard you work, it’s how effective you work.
About the Book
Get your copy here!
For entrepreneurial financial advisors, becoming the star of your practice can feel impossible.
You’ve spent your career working so hard IN the business that you’ve forgotten to work ON the business.
At some point, you need to stop carrying the amps and take center stage.
This book takes you through analogies from rock stars, legendary artists and emerging musicians to help you develop the financial advisory practice of
your dreams.
It is time to take your business to the next level while you shine in the spotlight!
Utilizing successful business processes created at Integrated Partners, “Center Stage: How to Become the Star of Your Practice” is a framework of carefully crafted stories, first-person narratives, and applicable takeaway “music lessons” to help you and your business shine one step at a time.
This book will help you discover how to evaluate your practice goals, ramp up your
marketing strategies, find the right growth partners, establish a qualified team to
drive the practice to the next level, and much more.
The mic checks are done, and the curtain is ready to rise. Are you ready to make your entrance and take center stage? Your practice, your partners, and that entrepreneur inside of you certainly is.
About Our Guest:
Andree Mohr
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.
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.
Connect with Andree Mohr:
- LinkedIn: Andree Mohr
Connect with Paul Saganey:
- LinkedIn: Paul Saganey
Connect With Matt Ackermann:
- info@ifpadvisor.com
- (781)890-3045
- Integrated Partners
- LinkedIn: Matt Ackermann
- LinkedIn: Integrated Partners
- Twitter: Integrated Partners
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 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 WealthChoice, co-founder of Equita Financial Network and a wealth advisor for executive women. Bridget shares her journey, from working on Wall Street to launching her own practice, and the challenges many women face in the financial industry.
Bridget discusses:
- How her journey through the financial industry promoted a passion for empowering women
- Why women are well suited for the financial services industry
- The challenges of promoting and retaining women in the industry
- The power of mentorships and community for women
- And more
Resources:
- Corner Office Choices: The Executive Woman’s Guide to Financial Freedom by Bridget Grimes
Connect With Bridget Grimes:
- LinkedIn: Bridget Grimes
- WealthChoice
- Equita Financial Network
Connect With Matt Ackermann:
- info@ifpadvisor.com
- (781)890-3045
- Integrated Partners
- LinkedIn: Matt Ackermann
- LinkedIn: Integrated Partners
- Twitter: Integrated Partners
About Our Guest:
In 2016, Bridget Grimes founded WealthChoice, a fee-only (commission-free) financial planning firm focused on helping women executives and their families live life on their terms. Launching WealthChoice was the culmination of years of working with career women and helping them overcome challenges to financial security.
She also launched the WealthChoice Community, an organization that hosts guest speakers throughout the year who cover critical career, business, and quality of life topics. The WealthChoice Community also provides the valuable benefit of assembling like-minded women for networking purposes, to provide support for one another, and have meaningful conversations.
Building on that sense of community, in 2018 Bridget co-founded with Katie Burke, CFP(r) Equita Financial Network, a powerful community for women-led financial planning firms, offering a proven platform that includes all the necessary resources to run a comprehensive financial planning firm including professional, outsourced investment management services.
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.
Bridgette Grimes is the President of WealthChoice and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
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 Hopkins, a financial services advocate with Bryn Mawr Trust, on his career shift to Bryn Mawr Trust, simplifying wealth management complexities, and personal brand development. Jamie explores his journey through personal experience and professional development in different companies and what the future holds for him and the industry.
Jamie discusses:
- Why he transitioned to Bryn Mawr Trust
- His approach to simplifying wealth management topics
- How he built his personal brand to connect with his audience
- What the future of wealth management and technology will look like
- And more
Connect With Jamie Hopkins:
- LinkedIn: Jamie Hopkins
- Bryn Mawr Trust
Connect With Matt Ackermann:
- info@ifpadvisor.com
- (781)890-3045
- Integrated Partners
- LinkedIn: Matt Ackermann
- LinkedIn: Integrated Partners
- Twitter: Integrated Partners
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.
Jamie Hopkins is a separate entity and not affiliated with Integrated Partners and LPL Financial.
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?
It was a whole new world back in 1973.
In this episode, Matt Ackermann is joined by one of the first CFPs and a pioneer of the financial industry, Ben Combs. Ben shares his journey from being one of the first graduates of the Certified Financial Planners program in 1973 to becoming a successful financial planner, discussing the challenges he faced in transitioning from product selling to problem-solving, the importance of building relationships, and the evolution of the industry.
Ben focuses on:
- Why he joined the International Association for Financial Planning in 1971
- How he felt shifting from a salesman to a financial planner and the reaction others had to his transition
- How a lack of community in the beginning impacted early advisors and why he encouraged growth and support
- His proudest moment while in the industry
- And more
Connect With Matt Ackermann:
- info@ifpadvisor.com
- (781)890-3045
- Integrated Partners
- LinkedIn: Matt Ackermann
- LinkedIn: Integrated Partners
- Twitter: Integrated Partners
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.
Ben Combs is a separate entity and not affiliated with Integrated Partners and LPL Financial.
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, Matt Ackermann speaks with Craig Lemoine, Director of Personal Financial Planning at the University of Illinois, on the next generation of financial planning and how the industry has changed over the past 25 years. They talk about the value of internships, apprenticeships, and competitions for students, as well as the challenges of technology and social media.
Craig discusses:
- How financial planning has evolved as an industry
- What skills and tools the next generations brings to financial planning
- How the increase in technology use impacts the way they view information
- How that technology impacts their communication and relationship with clients
- And more
Connect With Craig Lemoine:
- LinkedIn: Craig Lemoine
- University of Illinois
Connect With Matt Ackermann:
- info@ifpadvisor.com
- (781)890-3045
- Integrated Partners
- LinkedIn: Matt Ackermann
- LinkedIn: Integrated Partners
- Twitter: Integrated Partners
About Our Guest:
Craig Lemoine is the Director of the Financial Planning Program at the University of Illinois, Urbana-Champaign. He serves as an Associate Clinical Professor, teaching courses in risk management, retirement and financial planning. Craig earned his PhD from Texas Tech University in 2013 and currently holds the Certified Financial Planner and Master Registered Financial Consultant designations.
Craig currently serves as the Executive Director of the Academy for Home Equity in Financial Planning, vice-chairman of the Master Registered Financial Consultant Board and is working with his team to develop specialized content in the area of agriculture-focused financial planning. Previously, Craig served on and chaired the CFP® Council of Examination (2009-2014) and was the Executive Director of the Northwestern Mutual Granum Center for Financial at The American College of Financial Services in Bryn Mawr, PA.
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.
Craig Lemoine is Director of Personal Financial Planning at the University of Illinois and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
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 for each client. He emphasizes the value of having a planning mindset and understanding each client’s unique situation and goals when adding insurance to their financial plans.
Peter discusses:
- Why do advisors and wealth managers avoid discussing insurance
- How he entered the insurance industry
- The importance of having a planning mindset in insurance
- When and where the insurance conversation should happen in financial planning
- And more
Connect With Peter Kaplan:
- LinkedIn: Peter Kaplan
Connect With Matt Ackermann:
- info@ifpadvisor.com
- (781)890-3045
- Integrated Partners
- LinkedIn: Matt Ackermann
- LinkedIn: Integrated Partners
- Twitter: Integrated Partners
About Our Guest:
Innovative financial services entrepreneur and dynamic business executive with a successful history of over 30 years. Skilled in Sales, Business Development, Life Insurance, Customer Relationship Management (CRM) Technology, Leadership and Management, and Strategic Planning. Peter serves as Senior Vice President of Insurance Solutions at Integrated Partners, specializing in the design, implementation, and management of sophisticated life insurance portfolios.
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.
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 relationships, service and care are essential in an industry focused on money. Josh shares how he works to create a connection between other advisors and clients and why he builds those connections.
Josh discusses:
- Why service is essential in the financial services space
- The importance of culture within the services
- How his role supports advisor growth within Integrated Partners
- What is his vision for success look like
- And more
Resources:
Connect With Matt Ackermann:
- info@ifpadvisor.com
- (781)890-3045
- Integrated Partners
- LinkedIn: Matt Ackermann
- LinkedIn: Integrated Partners
- Twitter: Integrated Partners
About Our Guest:
During his impressive tenure at Orion, Josh has earned a reputation as a trusted advisor, working closely with financial professionals to provide customized consultations, comprehensive training sessions, and exceptional service. Now, as part of the Integrated Partners team, Josh brings his wealth of knowledge and unwavering dedication to building strong partnerships within our 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.
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 new rules as they are made that pertain to advertisement and referrals. John explores how advisors can promote their businesses and encourage endorsements while still following the rules of advertisement.
John focuses on:
- How compliance can be seen as a positive function of the business rather than a security blanket
- The new rules surrounding advertisements, testimonials and referrals
- Where endorsements fall under the new rules
- Why advisors need to be aware of the new rules
- And more
Connect With Matt Ackermann:
- info@ifpadvisor.com
- (781)890-3045
- Integrated Partners
- LinkedIn: Matt Ackermann
- LinkedIn: Integrated Partners
- Twitter: Integrated Partners
About Our Guest:
John Cataldo has engaged in practice as a regulator and private counsel. He specialized in securities law and regulatory initiatives and engaged in general litigation, business consulting, and estate planning. John is a former member of the Executive Committee for Investors Capital®, where he directed their Compliance, Field Supervisory, Regulatory and Licensing operations. He has been involved in securities regulation for his entire career, starting at the Securities Division of the Office of the Secretary of the Commonwealth of Massachusetts and continuing in his legal career both at a major international law firm and then in his own law practice, which John ultimately merged into D’AmbrosIo Brown LLP.
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.
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 marketing. Angel explores some examples of creative marketing strategies and why they are essential for financial advisors to understand, whether they think about marketing or not.
Angel discusses:
- Why creative thinking matters in financial marketing
- How to moderate or enhance creativity through teamwork
- Where personalization and customizations fit within a marketing strategy
- How marketing infiltrates every aspect of business and the importance of understanding your marketing
- And more
Resources:
- Allegra Allergy Commercial
- eTrade Commercial
Connect With Angel Gonzalez:
- LinkedIn: Angel Gonzalez
- Snappy Kraken
Connect With Matt Ackermann:
- info@ifpadvisor.com
- (781)890-3045
- Integrated Partners
- LinkedIn: Matt Ackermann
- LinkedIn: Integrated Partners
- Twitter: Integrated Partners
About Our Guest:
Angel D. Gonzalez is one of three founders and currently serves as Chief Marketing Officer for Snappy Kraken, overseeing the company’s brand, voice and content strategy. His big focus is in copywriting, marketing strategy, content creation, and product development. Angel spends a big part of his days connecting the different pieces of marketing campaigns and collaborating with his team.
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.
Angel Gonzalez is Co-Founder of Snappy Kraken and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
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 on the CPA industry and how accountants are growing within their role in the financial planning industry.
Seth and Paul discuss:
- Why is there a deep level of trust between CPAs and their clients
- How could accountants and financial advisors provide growth for each other
- What is the next wave for CPAs business
- How can CPAs take the next step toward success
- And more
Connect With Seth Fineberg:
- LinkedIn: Seth Fineberg
Connect With Matt Ackermann and Paul Saganey:
- info@ifpadvisor.com
- (781)890-3045
- Integrated Partners
- LinkedIn: Matt Ackermann
- LinkedIn: Paul Saganey
- LinkedIn: Integrated Partners
- Twitter: Integrated Partners
About Our Guests:
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.
Seth Fineberg
Seth Fineberg is an accounting- and business-focused writer and editor based in New York City. He was the editorial team leader for AccountingWEB’s US community from 2015 until 2022.
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.
Seth Fineberg is a separate entity and not affiliated with Integrated Partners and LPL Financial.
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 and Marketing at Integrated Pension Services. Together they unpack the Secure Act 2.0 and how those changes impact retirement planning for retirees and pre-retirees.
Will and Jason discuss:
- How have the updates to the Secure Act changed the way pre-retirees plan for retirement
- What are the immediate and future impacts of the changes made to the Secure Act 2.0
- How student debt has evolved to become an essential part of long-term financial planning
- The possibilities of future changes and how those changes could impact the way retirement plans are built
- And more
Connect with Will Hackler:
- LinkedIn: Will Hackler
- Integrated Pension Services
Connect With Jason Grantz:
- LinkedIn: Jason Grantz
- Integrated Pension Services
Connect With Matt Ackermann:
- info@ifpadvisor.com
- (781)890-3045
- Integrated Partners
- LinkedIn: Matt Ackermann
- LinkedIn: Integrated Partners
- Twitter: Integrated Partners
About Our Guest:
William D. Hackler has worked extensively in the administration of 401(k), pension and profit-sharing plans since 1995. He graduated from Bryant University with a B.S. in Finance and earned the American Society of Pension Professionals and Actuaries designation of Qualified 401(k) Administrator (QKA).
Will constantly pursues the newest technologies to provide world-class service and the best solutions available for his clients. His mission is to provide superior service and to help others chart a course for success.
As the Managing Director of the Institutional Retirement Plans Sales & Marketing teams for Integrated Pension Services, Jason Grantz is responsible for all Top Line Revenue creation. This includes overseeing all sales and marketing staff, establishing goals and implementing plans to achieve these goals for the firm and its clients. With over 25 years of experience in every aspect of retirement plan and pension consulting, including plan design, operations, investments, and advanced fiduciary plan governance, his main mission is simple: to expand retirement security nationally and help defeat elder poverty by creating more well-designed plans.
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.
Will Hackler and Jason Grantz are with Integrated Pension Services and are a separate entity and not affiliated with Integrated Partners and LPL Financial.
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 financial perspective.
Jessica discusses:
- How she went from trainer to advisor
- Her perspective on how helping people can build your own ego
- The ways she deals with obstacles, and how she helps her clients get around them
- How she views discipline and how she stays motivated
- And more
Connect With Jessica Bost:
- LinkedIn: Jessica Bost
- LinkedIn: Alpha Architect
Connect With Matt Ackermann:
- info@ifpadvisor.com
- (781)890-3045
- Integrated Partners
- LinkedIn: Matt Ackermann
- LinkedIn: Integrated Partners
- Twitter: Integrated Partners
About Our Guest:
Mrs. Bost launched a financial planning firm, Wealth is Strength, in 2020, utilizing her keen understanding of the personal training landscape to create behavior-focused personal finance solutions for fitness-minded individuals wanting to learn how to intentionally build wealth.
Prior to that, her rapid growth from Administrative Assistant to COO/Planner of an independent advisory firm helped form her passion for structured planning as the integral piece of building wealth. Throughout her years in wealth management, Jess has also continued as a CrossFit coach and personal trainer. Helping individuals learn to build both wealth and health have become an indivisible part of her legacy and focus.
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.
Jessica Bost is Vice President of Brand Partnerships at Alpha Architect and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
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. Steve dives into the differences between organic and M&A growth and how they benefit businesses together rather than separately.
Steve discusses:
- Why a lack of organic growth reduces a companies future growth
- How have advisors changed the way they build their business
- The importance of balancing organic growth with M&A growth
- What can advisors do to start their journey towards growth
- And more
Connect With Steve Sanduski:
- Steve Sanduski
- Steve Sanduski Website
- ROL Advisor
Connect With Matt Ackermann:
- info@ifpadvisor.com
- (781)890-3045
- Integrated Partners
- LinkedIn: Matt Ackermann
- LinkedIn: Integrated Partners
- Twitter: Integrated Partners
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.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial. 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. Steve Sanduski CEO Advisor Network, and all other mentioned individuals and entities are not affiliated with Integrated Financial Partners or LPL Financial.
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 President of McGowan Pro, in discussing centers of influence and synergy between advisors and how they impact the growth of a business.
John and Steve discuss:
- What and who are centers of influence
- How to get and to keep credibility as a new and experienced advisor
- The importance of creating a network
- Leveraging your expertise across multiple partners
- And more
Connect With John Pastore:
- John Pastore
Connect With Steve Vono:
- Steve Vono
- McGowan Pro
Connect With Matt Ackermann:
- info@ifpadvisor.com
- (781)890-3045
- Integrated Partners
- LinkedIn: Matt Ackermann
- LinkedIn: Integrated Partners
- Twitter: Integrated Partners
About Our Guest:
John Pastore
John Pastore is a Senior Vice-President at IFP. He provides advice and counsel to advisors, staff, and partners. John is dedicated to improving the quality of life of clients, advisors and professional partners.
Steve Vono
Steve Vono is a Senior Vice President at McGowanPRO and focuses on Accountants professional liability insurance. He is active in several leading accounting associations and presents regularly at annual conferences for the Association of Accounting Administrators (AAA), PKF, GGI, MGI World, Enterprise Worldwide, CPA-USA and the Leading Edge Alliance, Sam Allred’s Upstream Academy and many more.
Steve currently serves as President of the AAA Northeast Chapter, and the recipient of their Distinguished Service Presidential Citation for outstanding support and contributions to members of AAA. (June 2010). He has written and published several articles on practice management and errors and omissions insurance for accounting firms for the Journal of Accountancy and other publications. He contributes content for insurance programs for the accounting industry.
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.
Steve Vono is Senior Vice President of McGowan Pro and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
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 discusses:
- What does growth mena to them
- How did they initially connect and why do they continue working together
- What benefits does a partnership provide to clients
- How has the partnership allowed them both to thrive
- And more
Connect With David Kline:
- David Kline CFP
- Integrated Financial Partners
Connect with Mark Mcgaunn:
- Mark McGaunn
- McGaunn and Schwadron
Connect With Matt Ackermann:
- info@ifpadvisor.com
- (781)890-3045
- Integrated Partners
- LinkedIn: Matt Ackermann
- LinkedIn: Integrated Partners
- Twitter: Integrated Partners
About Our Guest:
David Kline
As a Private Wealth Advisor, David specializes in helping business executives, professionals, high net worth individuals, and their families navigate the complexities of their financial lives. After obtaining an in-depth understanding of each client’s situation, his team will identify potential gaps and create customized strategies to address their concerns.
Mark McGaunn
Mark plays a special role in the lives of his clients. Known as “the bow-tie guy”, he has consulted veterinarians and dentists nationally for more than 30 years, and been featured in magazines, conferences, and live events around the world.
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.
Mark McGaunn is Mcgaunn and Schwadron and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
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, … Continue reading Advice for the Next Generation of Financial Planners With Patrick Mahoney and Dennis Moore (Ep. 39) →
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 … Continue reading Finding – And Keeping – Amazing Talent With Andree Mohr and Liz Manibay (Ep.38) →
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 … Continue reading How Recessions Opened Possibilities For Independent Practices With Brad Bueermann (Ep. 37) →
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: … Continue reading The Two F’s Of Financial Planning With Paul Saganey (Ep.36) →
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 … Continue reading Social Media’s Advice On Financial Planning With Sonya Lutter (Ep.35) →
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 … Continue reading It’s All About Execution With Kelly Waltrich (Ep.34) →
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 … Continue reading Find The Who’s And Trust The Process With Andree Mohr and John Pastore (Ep. 33) →
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 … Continue reading The Right Technology For The Job With Joel Bruckenstein (Ep.32) →
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 … Continue reading The Evolution Of Client Communication With Carol Anderson and Andree Peterson (Ep.31) →
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 … Continue reading Competition, Collaboration, and Concepcion With Jeff Concepcion and Paul Saganey (30) →
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 … Continue reading Let’s Talk About Marketing With Becca Zophin (29) →
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 … Continue reading Brand Building With Tony Stich (28) →
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 … Continue reading Behavioral Finance Mindset With Eric Clarke and Daniel Crosby (27) →
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 … Continue reading 26. Real Impact With Investments With Gabe Rissman →
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 … Continue reading 25. The Definition Of Innovation With Marc Butler →
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 … Continue reading 24. There Are No Bad Ideas In Marketing With Robert Sofia →
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 … Continue reading 23. Plan For Retirement With A Retirement Plan Expert With Jason Grantz →
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 … Continue reading 22. The Journey Into The Unknown With David Kline And Robert Sandrew Chief Growth Officer →
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 … Continue reading 21. How To Empower The Fearful Investor With Aaron Klein →
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 … Continue reading 20. Turn Visions Of Growth Into Reality With Paul Saganey and Angie Herbers →
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 … Continue reading 19. The Critical Superpower Of Financial Advisors With Jay Coulter →
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 … Continue reading 18. CRM – The Central Nervous System to a Great Advisory Practice with Brian McLaughlin →
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 … Continue reading 17. Working as an Independent Advisor with Louis Diamond & Robert Sandrew →
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 … Continue reading 16. How To Use a Podcast to Successfully Tell Your Story With Matt Halloran →
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 … Continue reading 15. Being Comfortable In Front of the Camera With Matt Bleistein →
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 … Continue reading 14. The Lifetime Income Model with Phil Lubinski & Raymond Lucas →
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 … Continue reading 13. Helping Business Owners Get The Most With Their Businesses With Rich Austin & Homer Smith →
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 … Continue reading 12. The Breakaway Advisor With Todd Bessey & Robert Sandrew →
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. … Continue reading Episode 11 – Understanding Compliance – with guest John Cataldo →
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 … Continue reading Episode 10 – Long-Term Impacts on Independent Advisors – with guest Brian Hamburger →
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 … Continue reading Episode 9 – The Young Advisor – with Taylor Schulte and Michael Mohr →
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 … Continue reading Episode 8 – The New Age of Recruitment – with Robert Sandrew and Ryan Shanks →
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 … Continue reading Episode 7 – Evolution for Progress – with Kate Healy →
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 … Continue reading Episode 6 – The Evolution of Innovation with Edmond Walters →
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 … Continue reading Episode 5 – The Culture of Businesses – with Andree Peterson and George Moriarty →
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 … Continue reading Episode 4 – 2021 And Beyond – with Mark Bruno and Robert Sandrew →
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 … Continue reading Episode 3 – Looking Back and Moving Forward — With David Canter →
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, … Continue reading Episode 2 – Evolution In The Face Of Adversity – with Mark Tibergien →
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 … Continue reading Episode 1 – Are You Stirring the Pot While You Stir The Pot? – With Dr. Daniel Crosby →