Episodes

There are a million moments that build trust with your clients, whether they are training in the gym or organizing their finances. In this episode, Matt Ackermann has guest Jessica Bost, RICP® CrossFit trainer turned financial advisor on the podcast to share her journey from motivating clients in the gym, to motivating clients from a financial perspective. Jessica discusses: How she went from trainer to advisor Her perspective on how helping people can build your own ego The ways she deals with...

Many advisors think they are growing their business effectively. The numbers show a different story. Why aren’t advisors growing the way they think they are? In this episode, Matt Ackermann speaks with Steve Sanduski, Co-Founder and CEO of ROL Advisor and NYT Best Selling Author, on the lack of balanced growth within the advisor industry. Steve dives into the differences between organic and M&A growth and how they benefit businesses together rather than separately. Steve discusses: Why a lack o...

Influence has become a key factor in growing a business and connecting with individuals. How can you increase influence to grow your business through key individuals and company wide synergy? In this episode, Matt Ackermann is joined by John Pastore, Senior Vice President and Private Wealth Manager of Integrated Partners, and Steve Vono, Senior Vice President of McGowan Pro, in discussing centers of influence and synergy between advisors and how they impact the growth of a business. John and Ste...

For many advisors, growing their business means growing their workload. How can a partnership balance the two? In this episode, Matt Ackermann speaks with David Kline, a private wealth advisor with Integrated Financial Partners, and Mark McGaunn, CEO of McGaunn and Schwadron, on the connection between partnerships and growth within the business. David and Mark discusses: What does growth mena to them How did they initially connect and why do they continue working together What benefits does a p...

Financial planning is a young profession compared to other careers, with the CFP designation only existing for around fifty years. What can young professionals look towards as they enter the evolving industry? In this episode, Matt Ackermann is joined by Patrick Mahoney, CEO of Financial Planners Association, and Dennis Moore, President of Financial Planners Association, on the continual evolution of the financial planning industry and the role of young entrepreneurs looking to enter the profess...

A McKinsey study reveals that superior talent is up to EIGHT times more productive. How can you locate these talented individuals within a group of interviewees? In this episode, Matt Ackermann is joined by Andree Mohr, Chief Implementation Officer at Integrated Partners, and Liz Manibay, Managing Director of Charles Schwab, on finding and keeping great talent within a sea of employees and interviews. Andree and Liz discusses: How can you draw out talented individuals within an interview? What ...

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 on past mistakes and their impact on the industry’s future. In this episode, Matt Ackermann is joined by Brad Bueermann, CEO of FP Transitions, in discussing the RIA industry, the current path of RIA businesses and what the mindset shift of the industry will look like after one of the steepest recessions. Brad discusses: How is the threshold for ...

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, President and Founder of Integrated Partners, as well as a good friend, in discussing why people save and the role of family and future within financial planning. Paul discusses: What inspires financial savings The importance of having the right people for the right job How financial planners have evolved with the clients Why family is important in finan...

35% of gen Z are learning about financial planning from TikTok, even more when taking into account other social media platforms. The clients understanding is expanding even before speaking with an advisor. In this episode, Matt Ackermann is joined by Sonya Lutter, Director of Research and Academy at Herbers and Company, they discuss the current understanding of financial planning through social media and the comprehension clients have before interacting with financial advisors. Sonya reveals the...

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 them. In this episode, Matt Ackermann is joined by Kelly Waltrich, co-founder of Intention.ly. Kelly shares her knowledge of execution, building a plan with her team and creating the vision of her clients into reality. She reveals quick tips for developing your image and the details that are often missed. Kelly discusses: How to individualiz...

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 missing is the importance of sticking to a process and finding professionals who can help build their referrals. In this episode, Matt Ackermann is joined by Andree Mohr, Chief Implementation Officer and John Pastore, Senior Vice President & Private Wealth Manager of Integrated Partners. The trio discuss why building a business in rainmaking is diff...

Technology like Zoom has become a staple in the workplace. While it may have been difficult for some, finding and understanding beneficial technology for each task allows advisors to adapt to client demand in the modern world. In this episode, Matt Ackermann is joined by president of T3 Technology and T3 advisor conference producer, Joel Bruckenstein. Joel shares his expertise in technology, finding the right software and understanding the tools to use in reaching different goals. Joel discusses...

With technology’s constant evolution, the number of ways financial advisors can provide efficient and comprehensive advice increases through the tools we now have access to. In this episode, Matt Ackermann is joined by the FPA Carol Anderson, President of MQ Research And Education, and Andree Peterson, Chief Implementation Officer at Integrated Partners. They reveal how communication has evolved thanks to technology and the impact this has on client comprehension regarding their own financial an...

Many business owners fear competition but a true entrepreneur understands the benefits of healthy competition. In this episode, Matt Ackermann is joined by Jeff Concepcion from Stratos Wealth Partners and Paul Saganey from Integrated Partners. Jeff and Paul share how their relationship began, the perceived competition between advisors and companies and how they work. Jeff and Paul discusses: If advisers see other advisers as “the competition” What’s the Stratos strategy and vision are What ...

A business is only successful if people know it exists, with marketing playing a key factor in generating clients and customers. For advisors, marketing is a necessary struggle they must face. In this episode, Matt Ackermann is joined by the chief marketing officer at InTouch Innovations, Becca Zophin. Becca shares her expertise in marketing, revealing one of the biggest mistakes advisors make in their business. She discusses some of the marketing tactics she uses for advisors and the benefits o...

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 also need a little polish, and a splash of color. When creating a brand from the ground up, it is crucial to stand out from the crowd as it can draw in customers or completely deter them away. In this episode, Matt Ackermann is joined by Tony Stich, executive at InvestCloud. Matt and Tony discuss how to position yourself when you are creating a bra...

When choosing financial advisors to invest with, it is important they care about your wants and needs when trusting them with your finances. Start with Orion Advisor Services. In this episode, Matt Ackermann is joined by CEO of Orion Advisor Services, Erik Clarke and Chief Behavioural Officer Daniel Crosby. Erik and Daniel discuss the behavioural mindset approach they use when interacting with and ultimately investing for clients. They reveal the importance of trusting your financial advisor and...

Everyone wants to have some kind of impact on the world. Start with your own portfolio. In this episode, Matt Ackermann is joined by president of YourStake.org, Gabe Rissman. Gabe discusses creating an impact through investments and how your portfolio can reflect your personal views. He reveals the struggle of convincing clients that ESG is real and how his company helps clients discover what their true values are for investments. Gabe Rissman discusses: What it means to make an impact through ...

They say imitation is the greatest form of flattery. But sometimes you need to try the road less traveled for great innovation. In this episode, Matt Ackermann is joined by the President & Chief Operating Officer of Skience, Marc Butler. Marc reveals the big I and the little I of innovation, how your team contributes small I’s to create bigger innovation, and the role of technology in innovation. He discusses some of the trends he has noticed with technology and wealth management and how current...

Putting the spotlight on yourself and marketing your services sounds logical. But for financial advisors, it’s not as easy to put themselves out there. In this episode, Matt Ackermann is joined by Robert Sofia, chairman, and CEO of Snappy Kraken. Robert shares his worst marketing ideas, revealing how one bad idea can lead to several good ideas and literal versus creative marketing strategies. He discusses how he attempts to eliminate bias, focusing on who is the best compared to the number of Af...

Several decades ago retirement planning was as simple as signing up for your company’s pension plan. Now, less than 70% of people have access. In this episode, Matt Ackermann is joined by Jason Grantz, a recent addition to Integrated Partners. Jason clarifies several myths and misconceptions surrounding retirement planning and discusses how modern retirement planning has evolved as company’s reduce the number of people with access to a workplace retirement savings plan. Jason discusses: The cha...

50% of advisors are looking to make or are planning a move. Are you ready to make a change? In this episode, Matt Ackermann is joined by Robert Sandrew, Chief Growth Officer and David Kline of Integrated Partners. They discuss the importance of change for clients and advisors and the benefit of evolution. David shares his experience of changing companies and how he has developed within Integrated Partners. They discuss: Why advisors are resistant to change How David made the move to Integrated ...

There is an inherent risk to any investment. But selling as soon as you see red won’t increase your clients’ gains. In this episode, Matt Ackermann is joined by Aaron Klein, co-founder, and CEO of Riskalyze. Aaron discusses how financial advisors deal with investment risk and the impact it has on their clients. He reveals how many advisors discovered the benefits of tools such as Riskalyze during COVID and what it means for the future of investments. Aaron discusses: The role of relationships b...

Growth is complex. Growth is an aspiration, a hope but few have a real strategy on how, where and most importantly why they want to grow. In this episode, Matt Ackermann is joined by Paul Saganey, president and founder of Integrated Partners, and Angie Herbers, Managing Partner at Herbers & Company. Together they discuss the terrifying topic of business growth, sharing the importance of creating a vision of your business’s future and how to turn that vision into reality. Paul and Angie discuss: ...