Perfectly Integrated

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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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. …

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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 …

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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 …

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