Perfectly Integrated

Perfectly Integrated


Latest Episodes

14. The Lifetime Income Model with Phil Lubinski & Raymond Lucas
July 01, 2021

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 Lu

13. Helping Business Owners Get The Most With Their Businesses With Rich Austin & Homer Smith
June 17, 2021

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,

12. The Breakaway Advisor With Todd Bessey & Robert Sandrew
June 10, 2021

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, Mat

Episode 11 – Understanding Compliance – with guest John Cataldo
May 27, 2021

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,

Episode 10 – Long-Term Impacts on Independent Advisors – with guest Brian Hamburger
May 13, 2021

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

Episode 9 – The Young Advisor – with Taylor Schulte and Michael Mohr
April 22, 2021

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

Episode 8 – The New Age of Recruitment – with Robert Sandrew and Ryan Shanks
April 08, 2021

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.

Episode 7 – Evolution for Progress – with Kate Healy
March 24, 2021

What works today wont 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 Planni

Episode 6 – The Evolution of Innovation with Edmond Walters
March 11, 2021

Innovation is a word thats 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

Episode 5 – The Culture of Businesses – with Andree Peterson and George Moriarty
February 25, 2021

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.