Perfectly Integrated

The Right Technology For The Job With Joel Bruckenstein (Ep.32)

Technology like Zoom has become a staple in the workplace. While it may have been difficult for some, finding and understanding beneficial technology...

The Evolution Of Client Communication With Carol Anderson and Andree Peterson (Ep.31)

With technology’s constant evolution, the number of ways financial advisors can provide efficient and comprehensive advice increases through the tools...

Competition, Collaboration, and Concepcion With Jeff Concepcion and Paul Saganey (30)

Many business owners fear competition but a true entrepreneur understands the benefits of healthy competition.

In this episode, Matt Ackermann...

Let’s Talk About Marketing With Becca Zophin (29)

A business is only successful if people know it exists, with marketing playing a key factor in generating clients and customers. For advisors, marketing...

Brand Building With Tony Stich (28)

Building a brand is like building a great house, it needs to start with a strong foundation, you need structure, you need rooms to grow into, but you...