Perfectly Integrated

Episode Summary What happens when leaders of a thriving wealth management firm and a forward-thinking accounting practice join forces? You get a powerhouse partnership that redefines how financial services are delivered. In this episode our host, Matt Ackermann, chats with two trailblazers, Mark Mitamura of The Reserve Investments and Craig Ima of Windes (Accounting & …

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Matt sits down with Maryland based advisor and founder of Phronesis Wealth Management, Richard Osman. It’s always been about helping for Rich, a mindset that comes naturally to him, but can you help everyone? Matt loves a good-origin story and Rich delivers with his honest, family-oriented beginning that taught him invaluable lessons that brought him …

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Ever wonder what’s fueling young and ambitious independent advisors?  What are they doing to stand out among their seasoned competitors? What about Integrated Partners makes them a great fit for entrepreneurial advisors at any stage of their professional journey? In this episode, Matt Ackermann is joined by Samuel Diarbakerly, Founder and CEO of the Boston-based …

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As an entrepreneurial advisor, how do you stand out and thrive at the center of your practice? Are you working seven days a week, are you the first one in and last one out of the office, are you feeling like you have to do everything and often ask yourself… is there a better way? …

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The relationship between women and careers has been an evolving struggle. What challenges are women currently facing in the financial services industry? And how can that change? In this episode, Matt Ackermann is joined by Bridget Grimes, President of WealthChoice, co-founder of Equita Financial Network and a wealth advisor for executive women. Bridget shares her …

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How often do you worry about having enough money for retirement? How long are you planning for? Are the market changes included in your plan? LifeX could be the tool to provide relief and solutions for those problems. In this episode, Matt Ackermann is joined by Peter Nakada, Chief Education Officer at Stone Ridge Asset … Read More Read More

When someone quits their job, it’s rarely a big deal. With Jamie Hopkins, his transition was the headline of multiple articles. How does his personal experience and branding set him apart from the crowd? In this episode, Matt Ackermann speaks with Jamie Hopkins, a financial services advocate with Bryn Mawr Trust, on his career shift …

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Can you imagine a time when having a financial advisor was strange? Someone who could help you target your financial struggles and identify solutions may have existed but getting a degree in financial planning? Focusing your career on this new industry? It was a whole new world back in 1973. In this episode, Matt Ackermann …

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If you close your eyes and imagine the next generation of financial planners, what do they look like? How will they be interacting with clients? How will technology influence their financial planning strategies and communication with clients? In this episode, Matt Ackermann speaks with Craig Lemoine, Director of Personal Financial Planning at the University of …

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Have you considered adding insurance to a financial plan? How should advisors start that conversation? What should advisors know when considering adding insurance to a financial plan?  In this episode, Matt Ackermann is joined by Peter Kaplan with Integrated Partners, in discussing the importance of insurance in financial planning and the need for customized solutions …

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