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

12. The Breakaway Advisor With Todd Bessey & Robert Sandrew

Posted June 10, 2021 • 00:22:59

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...

Episode 11 – Understanding Compliance – with guest John Cataldo

Posted May 27, 2021 • 00:25:58

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...

Episode 10 – Long-Term Impacts on Independent Advisors – with guest Brian Hamburger

Posted May 13, 2021 • 00:27:24

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...

Episode 9 – The Young Advisor – with Taylor Schulte and Michael Mohr

Posted April 22, 2021 • 00:24:50

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 8 – The New Age of Recruitment – with Robert Sandrew and Ryan Shanks

Posted April 8, 2021 • 00:28:58

Financial advisors looking to join a partner have personal expectations as well as their recruiters. In this episode, Matt Ackermann is joined by Robert...