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:

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About Our Guest:

Mrs. Bost launched a financial planning firm, Wealth is Strength, in 2020, utilizing her keen understanding of the personal training landscape to create behavior-focused personal finance solutions for fitness-minded individuals wanting to learn how to intentionally build wealth.

Prior to that, her rapid growth from Administrative Assistant to COO/Planner of an independent advisory firm helped form her passion for structured planning as the integral piece of building wealth. Throughout her years in wealth management, Jess has also continued as a CrossFit coach and personal trainer. Helping individuals learn to build both wealth and health have become an indivisible part of her legacy and focus.

Disclosure:

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.

Jessica Bost is Vice President of Brand Partnerships at Alpha Architect and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

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:

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Disclosure:

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.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial. 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. Steve Sanduski CEO Advisor Network, and all other mentioned individuals and entities are not affiliated with Integrated Financial Partners or LPL Financial.

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 Steve discuss:

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About Our Guest:

John Pastore

John Pastore is a Senior Vice-President at IFP. He provides advice and counsel to advisors, staff, and partners. John is dedicated to improving the quality of life of clients, advisors and professional partners.

Steve Vono

Steve Vono is a Senior Vice President at McGowanPRO and focuses on Accountants professional liability insurance. He is active in several leading accounting associations and presents regularly at annual conferences for the Association of Accounting Administrators (AAA), PKF, GGI, MGI World, Enterprise Worldwide, CPA-USA and the Leading Edge Alliance, Sam Allred’s Upstream Academy and many more.

Steve currently serves as President of the AAA Northeast Chapter, and the recipient of their Distinguished Service Presidential Citation for outstanding support and contributions to members of AAA. (June 2010). He has written and published several articles on practice management and errors and omissions insurance for accounting firms for the Journal of Accountancy and other publications. He contributes content for insurance programs for the accounting industry.

Disclosure:

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.

Steve Vono is Senior Vice President of McGowan Pro and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

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:

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About Our Guest:

David Kline

As a Private Wealth Advisor, David specializes in helping business executives, professionals, high net worth individuals, and their families navigate the complexities of their financial lives. After obtaining an in-depth understanding of each client’s situation, his team will identify potential gaps and create customized strategies to address their concerns.

Mark McGaunn

Mark plays a special role in the lives of his clients. Known as “the bow-tie guy”, he has consulted veterinarians and dentists nationally for more than 30 years, and been featured in magazines, conferences, and live events around the world.

Disclosure:

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.

Mark McGaunn is Mcgaunn and Schwadron and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

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 profession. 

Patrick and Dennis discuss:

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Patrick Mahoney

Dennis Moore

Financial Planning Association

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About Our Guest:

Patrick Mahoney

Patrick D. Mahoney is CEO and Board Secretary of the Financial Planning Association. He is an experienced CEO, association and business leader, and strategist with a background across diverse organizations in the financial services, technology, and mission-based sectors. He is recognized for building and mentoring diverse teams and creating growth strategies that integrate the passion and expertise of an organization’s members, volunteer leaders, and employees to meet its goals and mission.

Dennis Moore

Dennis J. Moore, MBA, CFP® currently serves as the volunteer president of the Financial Planning Association® (FPA®), the leading membership organization for CERTIFIED FINANCIAL PLANNER​ professionals and those engaged in the financial planning process.

Moore is director of wealth management operations for Mercer Advisors, one of the nation’s largest independent RIAs and a firm that has been dedicated to financial planning since it was founded in 1985. At Mercer Advisors, Moore blends his passion for financial planning with his in-depth knowledge of the systems, processes, and support needed to deliver financial planning on a national scale.

Disclosure:

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.

Patrick Mahoney,  Dennis Mort,  Financial Planners Association and Integrated Financial Partners are separate entities and not affiliated with LPL Financial.

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:

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About Our Guest:

Andree Mohr takes great pride in her ability to effectively transition advisors to Integrated, creating a smooth process for all involved. Our partner firms have made an important decision by choosing Integrated Partners. Having managed the transition of over 160 advisors and 50,000+ client accounts, Andree has witnessed first-hand how crucial it is to maintain discipline, apply a strong process and ensure that she is with our new team members every step of the way as they come aboard.

Liz Manibay is managing director of Charles Schwab.

Disclosure:

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.

Liz Manibay  is managing director of Charles Schwab and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

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:

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About Our Guest:

Brad is a nationally recognized speaker and thought leader on matters of business value, equity management, and mergers and acquisitions for independent financial professionals. Brad’s forward-thinking and groundbreaking work on building enterprise value and creating sustainable firms has made him an important thought leader in the industry, and a frequent conference speaker.

Disclosure:

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.

Brad Bueermann is CEO of FP Transitions and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

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:

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About Our Guest:

As a practicing advisor for over 30 years, Paul Saganey understands what it’s like to build a strong practice and deepen existing relationships. When he launched integrated in 1996, it was his goal to build, alongside fellow advisors, an organization that offers vision, support and direction for the future growth of their practices. By collaborating with industry professionals and his peers, Paul researches the economic and regulatory landscape to move towards that goal.

Disclosure:

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.

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 mindset surrounding money, diving into the impact of societal beliefs surrounding money and why financial planning isn’t discussed openly.

Sonya discusses:

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About Our Guest:

Sonya Lutter, PhD, CFP®, LMFT,  is researcher, educator, financial planner and therapist. She worked in higher education for over 15 years before joining Herbers & Company as Director of Research and Academy. Previously she was administrator over Applied Human Sciences at Kansas State University. She has published over 60 peer-reviewed publications, written several edited books, and is a regular speaker in financial services.

Disclosure:

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.

Sonya Lutter  is Director of Research and Academy at Herbers and Company and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

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:

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About Our Guest:

For over 15 years, Intention.ly Co-founder Kelly Waltrich has been championing the role of marketing in the financial services industry. As former Chief Marketing Officer at eMoney Advisor and Orion Advisor Solutions, she proved time and again that there is no better driver of an organization’s growth and overall success than a well-run marketing and communications team. At eMoney and Orion, Waltrich built powerhouse marketing teams from the ground up, developing the engines that would fuel the highest periods of growth for both companies.

Disclosure:

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.

Kelly Waltrich  is the co-founder of Intention.ly and is a separate entity and not affiliated with Integrated Partners and LPL Financial.