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

How Recessions Opened Possibilities For Independent Practices With Brad Bueermann (Ep. 37)

Posted July 27, 2022 • 00:35:14

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...

The Two F’s Of Financial Planning With Paul Saganey (Ep.36)

Posted July 18, 2022 • 00:27:58

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,...

Social Media’s Advice On Financial Planning With Sonya Lutter (Ep.35)

Posted June 8, 2022 • 00:27:45

35% of gen Z are learning about financial planning from TikTok, even more when taking into account other social media platforms. The clients understanding...

It’s All About Execution With Kelly Waltrich (Ep.34)

Posted May 18, 2022 • 00:27:44

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...

Find The Who’s And Trust The Process With Andree Mohr and John Pastore (Ep. 33)

Posted April 27, 2022 • 00:23:29

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...