Perfectly Integrated

May 09 2024 54 ep. 27 mins 4

Perfectly Integrated Podcast artwork

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

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Centerstage: How to Become the Star of Your Practice [Ep. 55]

May 09 2024 27 mins

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? … Read More Read More

Empowering Women in Finance With Bridget Grimes (Ep.54)

Dec 20 2023 21 mins

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 … Read More Read

Navigating Career Transitions & Simplifying Wealth Management With Jamie Hopkins [Episode 52]

Nov 22 2023 26 mins

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 … Read More Read More

An Origin Story of Financial Planning With Ben Combs (Ep. 51)

Nov 08 2023 19 mins

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 … Read More Read More

The Future of Financial Planning With Craig Lemoine (Ep. 50)

Oct 25 2023 24 mins

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 … Read More Read Mo

Exploring Insurance in Financial Planning With Peter Kaplan (Ep. 49)

Sep 13 2023 28 mins

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

Focusing on the Service and Care in a Dollar-Centric Industry With Josh Benson (Ep. 48)

Aug 02 2023 26 mins

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

The Rules of Advertisement, Endorsements and Referrals With John Cataldo (Ep. 47)

Jul 12 2023 26 mins

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

How Creative Marketing Shapes Financial Planning Practices With Angel Gonzalez (Ep. 46)

Apr 12 2023 31 mins

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

The Growing Role of CPAs in Financial Planning With Seth Fineberg and Paul Saganey (Ep. 45)

Mar 22 2023 28 mins

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