Perfectly Integrated
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 wa
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Recent Episodes
RIAs: Historic Greatness or Mediocrity? An Interview with David Devoe [Episode 67]
2025 was a year of historic growth for RIA’s as deal volume surged. But what’s next for the industry? Host Matt Ackermann chats with David DeVoe,...
Lacy Shrum of SmartKX [Episode 66]
In this episode of Perfectly Integrated, host Matt Ackermann welcomes Lacy Shrum, CEO of Smart KX, to demystify the topic of financial advisor billing,...
The Art of the CPA/Advisor Partnership [Episode 65]
What does it take to build a perfect partnership? Well, its 50% perspiration and 50% partnership.
This episode of Perfectly Integrated features...
The Intersection of Tech & Trust with Liz Fritz of F2 Strategy [Episode 64]
How do you create true brand authenticity in wealth management?
Matt Ackermann of Integrated Partners sits down with Liz Frtiz, the co-founder...
Hot Takes from Future Proof [Episode 63]
Host Matt Ackerman gathers the team from Integrated Partners, Andree Mohr, Blaise Liederbach, Samson Dolley, Josh Benson, and Adrian Duran, for a roundtable...
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