Perfectly Integrated

Hot Takes from Future Proof [Episode 63]

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Host Matt Ackerman gathers the team from Integrated Partners, Andree Mohr, Blaise Liederbach, Samson Dolley, Josh Benson, and Adrian Duran, for a roundtable discussion recorded at the Future Proof Conference in Huntington Beach, Calif. The “Dream Team” shared their perspectives on key industry developments they are focusing on to help support its network of advisors.

Key Discussion Points:

  • Embracing AI: The conversation touches on the massive interest in AI and the need for better user experience as these tools evolve.
  • The Power of Culture and Youth: How can we embrace and build up the next generation of advisors, whose energy is driving the industry’s future direction?
  • Strategic Partnerships: What is the value of connection in the wealth management industry?  The team discusses some key strategic partners, from large tech firms like eMoney to newer services like Wealth.com and Flourish, which help Integrated advisors’ to thrive.

    • The episode concluded with a fun, rapid-fire question about the team’s favorite and least favorite cities for hosting a conference.

     

    Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.  Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.

     

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    Perfectly IntegratedBy Matt Ackermann
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