Perfectly Integrated

Financial advisors looking to join a partner have personal expectations as well as their recruiters. In this episode, Matt Ackermann is joined by Robert Sandrew, chief growth officer at Integrated Partners, and Ryan Shanks, co-founder of FA Match. Matt, Robert and Ryan dive into how recruitment has evolved during COVID, revealing what companies are looking …

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What works today won’t lead us to tomorrow. In this episode, Matt Ackerman is joined by Kate Healy, former managing director at TD Ameritrade and currently chair of the Foundation for Financial Planning. Kate reveals changes happening within the financial industry and what you need to think about for the future. In this episode, you …

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Innovation is a word that’s often overused and even more frequently missed completely.  In this episode, Matt Ackermann is joined by Edmond Walters, CEO and co-founder of Apprise Labs and founder and former CEO of eMoney Advisors. Edmond shares his knowledge and insight into the evolution of business and what innovation truly is. In this …

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Culture is a word often used, but how critical is culture for a company? In this episode, Matt Ackermann is joined by Andree Peterson, chief implementation officer at Integrated Partners and George Moriarty, chief content officer at Investment News. Discover what culture is within a company and the importance of fostering a culture. In this …

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2020 has become historic for all the wrong reasons, but what if we found the right reason to call it historic?  In this episode, Matt Ackermann is joined by Mark Bruno from Echelon Partners and Integrated Partners own Robert Sandrew. Together they review how COVID has impacted the wealth management industry and what the future …

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2020 has forced us to look at how we conduct business and evolve. What does the future look like? In this episode, Matt Ackermann is joined by David Canter, executive vice president of Fidelity Investments. David shares his knowledge from 2020 and the lessons he learned from this pandemic experience. Discover how the financial industry …

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With COVID changing nearly everything about how we live our daily lives, we have learned to adapt to this new normal. In this episode, Matt Ackermann is joined by Mark Tibergien, retired CEO of Pershing Advisor Solutions. Mark shares his experience as an advisor and the influence advisors can have on individuals.  In this episode, …

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How many times have you heard to never bring politics up with your family? Ignore every time that you’ve heard that—talking about sensitive subjects can actually help you build stronger relationships.  In this premiere episode of Perfectly Integrated, Matt Ackermann is joined by Dr. Daniel Crosby who shares some tips and tricks to how you …

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