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
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...
Investing with Intention & Personalization [Episode 62]
What does it take for advisors to stand out from the crowd with investing? The answer: Hyper customization aligned with values.
Matt Ackermann,...
The Development and Milestones of the CPA Alliance with Paul Saganey and John Pastore Jr. [Episode 61]
What does it take to grow from a few accounting firm relationships to a nationwide network of more than 250 CPA partners? Vision, perseverance, and...
The Accidental Advisor with Mona Santos [Episode 60]
Sometimes the most powerful careers are born out of integrity and courage. When Mona Santos uncovered unethical behavior in her workplace, she did what...
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