Perfectly Integrated

Investing with Intention & Personalization [Episode 62]

Listen Later

What does it take for advisors to stand out from the crowd with investing? The answer: Hyper customization aligned with values.

Matt Ackermann, live from the Future Proof Conference, sat down with Alex Laipple, the chief growth officer at Ethic, to discuss the firm’s robust approach to wealth management. Ethic, which has grown to $7.5 billion under management, helps advisors and partners “invest with intention” through personalization.

Key Takeaways:

  • The Power of Personalization: Investing must be personal to be sustainable. Ethic drives this experience using technology to make personalized, scalable solutions accessible.
  • Intention in Models: While personalization is critical, advisors need a balanced, intentional approach to model portfolios (avoiding both too few and too many options) to maintain scalability.
  • Standing Out Through Storytelling: Effective marketing for advisors involves being focused and robust. Ethic supports this by using its in-house video studio to create high-quality content that amplifies partners’ stories and helps clients digest complex investment solutions.
  • The Future of Wealth Transfer: It is important to deliver a robust experience to the next generation now, as failing to connect with them is the biggest threat during the great wealth transfer.
    • 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.
    Alex Laipple is the chief growth officer at Ethic and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
    ...more
    View all episodesView all episodes
    Download on the App Store
    Perfectly IntegratedBy Matt Ackermann
    • 3.8
    • 3.8
    • 3.8
    • 3.8
    • 3.8

    3.8

    6 ratings