Perfectly Integrated Podcast
1) Lacy Shrum of SmartKX [Episode 66]
In this episode of Perfectly Integrated, host Matt Ackermann welcomes Lacy Shrum, CEO of Smart KX, to demystify the topic of financial advisor billing, a subject often avoided or misunderstood within ...Show More
2) The Art of the CPA/Advisor Partnership [Episode 65]
What does it take to build a perfect partnership? Well, its 50% perspiration and 50% partnership. This episode of Perfectly Integrated features a conversation with John Pastore (Executive Vice Preside...Show More
3) The Intersection of Tech & Trust with Liz Fritz of F2 Strategy [Episode 64]
How do you create true brand authenticity in wealth management? Matt Ackermann of Integrated Partners sits down with Liz Frtiz, the co-founder of F2 Strategy, at the Future Proof Conference to discuss...Show More
4) Hot Takes from Future Proof [Episode 63]
Host Matt Ackerman gathers the team from Integrated Partners, Andree Mohr, Blaise Liederbach, Samson Dolley, Josh Benson, and Adrian Duran, for a roundtable discussion recorded at the Future Proof Con...Show More
5) Investing with Intention & Personalization [Episode 62]
What does it take for advisors to stand out from the crowd with investing? The answer: Hyper customization aligned with values. Matt Ackermann, live from the Future Proof Conference, sat down with Ale...Show More
6) The Development and Milestones of the CPA Alliance with Paul Saganey and John Pastore Jr. [Episode 61]
What does it take to grow from a few accounting firm relationships to a nationwide network of more than 250 CPA partners? Vision, perseverance, and a true belief in collaboration. In this episode, ho...Show More
7) The Accidental Advisor with Mona Santos [Episode 60]
Sometimes the most powerful careers are born out of integrity and courage. When Mona Santos uncovered unethical behavior in her workplace, she did what few have the courage to do, she spoke up. With n...Show More
8) 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
9) 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
10) 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