Episodes

Resilient. Able to withstand or recover quickly from difficult circumstances. How can you apply resiliency to your personal and professional life? In this episode, Matt Ackermann is joined by Jay Coulter, CFP®, CIMA®, and host of The Resilient Advisor Podcast. Jay shares why resiliency is a critical superpower for financial advisors and how resiliency benefits your personal and professional business. Jay discusses: What resiliency means for financial advisors The three forms of resiliency His a...

What makes an advisory practice great, and holds everything together? The answer – CRM. In this episode, Matt Ackermann is joined by Brian McLaughlin, CEO of Redtail. Matt and Brian discuss Brian’s journey to creating Redtail and how he saw the need for advisors to strengthen client relationships, improve efficiency, and how this led to creating an integratable CRM tool that helps so many advisors and companies get and stay organized . Brian discusses: What inspired him to create Redtail How ad...

Now, more than ever, advisors have options and opportunities to put them ahead of the competition. In this episode, Matt Ackermann is joined with Louis Diamond of Diamond Consultants and Robert Sandrew of Integrated Partners as they discuss the process of making the move to being an independent advisor. Matt, Louis and Robert discuss what goes into making the move, and why now might be the best time to do it. Louis & Robert discuss: Why more advisors are making the move to being independent as ...

Thinking about starting a podcast? If so, you probably have a lot of questions, like: “How do I get started”, or “How will I get people to listen?” and “Will I be successful?” In this episode, Matt Ackermann talks to Matt Halloran, co-founder and chief relationship officer at ProudMouth, about how podcasting allows you to connect with your audience on a personal level by sharing your knowledge and stories. Matt Halloran shares his passion for working with podcasters and explains how those passio...

It can be intimidating to get in front of the camera for the first time to record. You might feel awkward and not sure what to say or how to act. In this episode, Matt Ackermann invites Matt Bleistein onto the show. Matt Bleistein is the man behind the camera for Matt Ackermann and shares some advice with you about what you should do when you first record. Matt discusses: Advice on how you can get comfortable in front of the camera The most common mistake that people make on camera Suggestions ...

Great ideas are those that address real needs and necessities for consumers. Great ideas require lots of courage and faith. In this episode, Matt Ackermann sits down with Phil Lubinski and Raymond Lucas to discuss the idea behind the lifetime income model. Phil and Raymond developed a financial planning model that changed the way advisors work with their clients. The trio talk about this model and how it transitioned from a great idea to a successful tool. Phil & Raymond discusses: What the Lif...

As a business owner, there are lots of things that you need to be considering and it can all be made easier when you have support on your side. In this episode, Matt Ackermann is joined by Rich Austin and Homer Smith, Integrated Partner’s business owner solutions team, as they discuss the challenges business owners face. Rich and Homer give advice to business owners to help them prepare to make the bigger decisions within the business. Rich & Homer discusses: What inspired them to begin working...

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 it is the right thing to do. In this episode, Matt Ackermann sits down with Todd Bessey of Creidim Wealth and Rob Sandrew of Integrated partners, to discuss the process of taking that leap of faith. The three dive into conversation about Todd’s experience taking the leap and how Rob was there every step of the way! Todd and Rob discuss: Todd’s sto...

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 made within the organization stays within set regulations. In this episode, Matt Ackermann is joined by John Cataldo, chief legal officer with Integrated Partners, and they dive into compliance. John assists you in understanding what it is that compliance is needed for and how the relationship works between compliance and an advisor. In this epi...

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 space. In this episode, Matt Ackermann sits down with Brian Hamburger as they discuss the outside forces impacting independent advisors. Matt and Brian discuss the changes that have occurred within the independent space and how those changes are going to change the independent movement going forward. In this episode, you will learn: How COVID...

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, Matt Ackermann sits down with Taylor Schulte of Define Financial and Michael Mohr of the Mohr Financial Group. The trio dives into conversation on the impact that the young advisors have on the financial industry, and how new perspectives could open up doors advisors have never seen before. In this episode, you will learn: What it is like bei...

Financial advisors looking to join a partner have personal expectations as well as their recruiters. In this episode, Matt Ackermann is joined by Robert Sandrew, chief growth officer at Integrated Partners, and Ryan Shanks, co-founder of FA Match. Matt, Robert and Ryan dive into how recruitment has evolved during COVID, revealing what companies are looking for when hiring as well as what advisors are looking for in a firm. In this episode, you will learn: How recruiters know when someone is rea...

What works today won’t lead us to tomorrow. In this episode, Matt Ackerman is joined by Kate Healy, former managing director at TD Ameritrade and currently chair of the Foundation for Financial Planning. Kate reveals changes happening within the financial industry and what you need to think about for the future. In this episode, you will learn: How the financial industry has evolved What the next generation of clients is looking for The infrastructure of a firm The importance of diversity And m...

Innovation is a word that’s often overused and even more frequently missed completely. In this episode, Matt Ackermann is joined by Edmond Walters, CEO and co-founder of Apprise Labs and founder and former CEO of eMoney Advisors. Edmond shares his knowledge and insight into the evolution of business and what innovation truly is. In this episode, you will learn: What is innovation How customers impact the services provided The role of innovation in business The importance of communicating with y...

Culture is a word often used, but how critical is culture for a company? In this episode, Matt Ackermann is joined by Andree Peterson, chief implementation officer at Integrated Partners and George Moriarty, chief content officer at Investment News. Discover what culture is within a company and the importance of fostering a culture. In this episode, you will learn: What culture means for a company How zoom has benefited culture The importance of a safe environment to communicate within The key ...

2020 has become historic for all the wrong reasons, but what if we found the right reason to call it historic? In this episode, Matt Ackermann is joined by Mark Bruno from Echelon Partners and Integrated Partners own Robert Sandrew. Together they review how COVID has impacted the wealth management industry and what the future may look like for the industry. In this episode, you will learn: How COVID has impacted wealth management What ideas developed during the quarantine How business models ha...

2020 has forced us to look at how we conduct business and evolve. What does the future look like? In this episode, Matt Ackermann is joined by David Canter, executive vice president of Fidelity Investments. David shares his knowledge from 2020 and the lessons he learned from this pandemic experience. Discover how the financial industry has evolved and will continue to evolve into 2021. In this episode, you will learn: The lessons that David learned throughout the year What the future of financi...

With COVID changing nearly everything about how we live our daily lives, we have learned to adapt to this new normal. In this episode, Matt Ackermann is joined by Mark Tibergien, retired CEO of Pershing Advisor Solutions. Mark shares his experience as an advisor and the influence advisors can have on individuals. In this episode, you will learn: The role of a financial advisor during times of crisis How you can differentiate between good financial professionals and “pretenders” The importance o...

How many times have you heard to never bring politics up with your family? Ignore every time that you’ve heard that—talking about sensitive subjects can actually help you build stronger relationships. In this premiere episode of Perfectly Integrated, Matt Ackermann is joined by Dr. Daniel Crosby who shares some tips and tricks to how you can discuss politics with your family this holiday season in a healthy and productive way. In this episode you will learn: How 2020 has primed us for emotional...