Perfectly Integrated Podcast
1) When Forces Align: Building a One-Stop Firm Through Partnership with Mark Mitamura and Craig Ima [Episode 59]
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 ser...Show More
2) The Helping Mindset with Rich Osman [Ep. 58]
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 e...Show More
3) Leveling up in an ever-evolving industry with Sam Diarbakerly [Ep. 57]
Wonder what is fueling young and ambitious independent advisors? What are they doing to stand out among their seasoned competitions? What about Integrated Partners makes them a great fit for entrepre...Show More
4) Centerstage: How to Become the Star of Your Practice [Ep. 55]
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 feeli...Show More
5) Empowering Women in Finance With Bridget Grimes (Ep.54)
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 ...Show More
6) A New Tool for Retirement: Life X With Peter Nakada (Ep. 53)
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 fo...Show More
7) Navigating Career Transitions & Simplifying Wealth Management With Jamie Hopkins [Episode 52]
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 cro...Show More
8) An Origin Story of Financial Planning With Ben Combs (Ep. 51)
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...Show More
9) The Future of Financial Planning With Craig Lemoine (Ep. 50)
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 ...Show More
10) Exploring Insurance in Financial Planning With Peter Kaplan (Ep. 49)
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...Show More