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Perfectly Integrated
Perfectly IntegratedThe 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, host Matt Ackermann sits down with Paul Saganey, Founder and CEO of Integrated Partners, and John Pastore Jr., Wealth Advisor and Vice President of Integrated Partners, to unpack the story behind the firm’s renowned CPA Alliance and the lessons learned along the way. They discuss: How the CPA Alliance began and evolved Designing a model that CPAs and advisors truly value Bui...
2025-10-3040 minPerfectly Integrated
Perfectly IntegratedThe 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 no whistleblower protection and no safety net, Mona was fired. But that moment became the catalyst for something greater. Determined to build a life defined by honesty, compassion, and independence, Mona became a financial advisor on her own terms. In this episode, Mona Santos, Certified Financial Planner and co-founder of Glide Path Financial, shares with our host Matt Ackermann her story through tragedy...
2025-10-3000 minRuhepol - Der Podcast für Menschlichkeit im Business
Ruhepol - Der Podcast für Menschlichkeit im Business029 | Sympathikus: Wie dein Nervensystem dich in Leistung, Kampf & Kontrollmodus schiebt In dieser 2. Folge meiner Nervensystem-Serie dreht sich alles um den Sympathikus-Zustand – den Teil deines Nervensystems, der dich in Aktivierung, Leistung, Kampf, Flucht oder Dauerstress bringt. Du erfährst: Warum der Sympathikus (evolutionär gesehen) überlebenswichtig ist – aber im Alltag oft überaktiviert wird Wie sich Kampf- und Fluchtmuster in deinem Business, im Alltag oder in Beziehungen zeigen Was körperlich in dir passiert, wenn dein Nervensystem in diesen Zustand geht Wie sich der Sympathikus bei dir chronifiziert haben könnte – und warum das in unserer Leistungsgesellschaft oft unbewusst geschieht Was dir helfen kann, wenn du merkst: Ich bin im Kampf...
2025-09-2551 minExtraordinary Ability!
Extraordinary Ability!Fencing Through Life: Marcus Mepstead's Path from the Olympics to Immigration TriumphExtraordinary Ability! with Candice Ackermann, Episode 16 In this episode of Extraordinary Ability!, Candice Ackermann speaks with Marcus Mepstead, Olympic fencer. Tune in to the episode to hear about: * Marcus’ journey to the Olympics and the distinctions between competing in the Rio and Tokyo Games * The nuances of Olympic fencing with explanations of individual and team events, the scoring system, and penalties * Legal insights on navigating visa options with an emphasis on the importance of considering all aspects of a candidate’s background for the best immigration strategy * The...
2024-12-1825 minExtraordinary Ability!
Extraordinary Ability!MSPs and Supporting the Dreams of the Doers with Orrin KlopperExtraordinary Ability! with Candice Ackermann, Episode 15 In this episode of Extraordinary Ability!, Candice Ackermann speaks with Orrin Klopper, Chief Executive Officer and Co-Founder of a managed IT, Cloud, and Security service provider (MSP). Orrin’s company helps organizations innovate and embrace digital transformation to ensure tech challenges are never in the way of achieving your dreams and success as a company. Orrin discusses leading his company, and shares insights into the company's Dream Program, which promotes a balanced company culture by supporting employees' personal goals. Tune in to the ep...
2024-07-2422 minExtraordinary Ability!
Extraordinary Ability!Sarah Wilner's Journey in Early Childhood EducationExtraordinary Ability! with Candice Ackermann, Episode 14 In this episode of Extraordinary Ability!, Candice Ackermann speaks with Sarah Wilner, co-founder of an educational humanitarian organization supporting young children in crisis globally. Sarah spearheaded the establishment of 17 early childhood safe spaces in Israel following the October 7 terror attacks, and now focuses on refugee families in New York City shelters.  Tune in to the episode to hear about: * Background and Expertise: Sarah Wilner is a Canadian-Israeli early childhood education coordinator with extensive experience in humanitarian disasters and emergency situations.  * Impact of Early Childhood Education: Sa...
2024-06-0422 minExtraordinary Ability!
Extraordinary Ability!Ja'dan Johnson: Tech VisionaryExtraordinary Ability! with Candice Ackermann, Ep 13 In this episode of Extraordinary Ability!, Candice Ackermann speaks with Ja'dan Johnson, founder of Hack Week, a pioneering event in Miami's tech scene. Ja'dan's journey began with grassroots tech community building in Jamaica. Tune in to the episode to hear about: * Tech Community Building in Jamaica: Ja'dan Johnson initiated Jamaica's first hackathon and fostered a community of young software engineers and developers. * Impact on Jamaican Tech Ecosystem: His efforts in Jamaica contributed to the growth of a large tech...
2024-02-1319 minCommunicator - Der \
Communicator - Der "Star Trek"-Podcast des TrekZone NetworkVom Flipperspiel zum "Star Trek"-Fan: Interview mit Martin Ackermann Im heutigen “Zehn Vorne”-Podcast erfahrt Ihr, wie Martin Ackermann durch einen Flipperautomaten zum Trekkie wurde. In J.J. Abrams’ “Star Trek”-Film (2009) wandte sich Sarek an seinen Sohn und nickte, dass Spock ein Kind zweier Welten sei. Manchmal findet sich Martin Ackermann in diesen Worten wieder. Dieses Selbstbild hat mit bayrischen Wurzeln zu tun, die in frühen Lebensjahren gekappt wurden. Als Achtjähriger hatte er in Österreich ein neues Familienleben beginnen müssen. Seine Erlebnisse sind geprägt von Höhen und Tiefen, von Erfahrungen, die manch andere eher aus Romanen oder Seifenopern...
2024-01-141h 47Perfectly Integrated
Perfectly IntegratedEmpowering 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 Ackermann is joined by Bridget Grimes, President of WealthChoice, co-founder of Equita Financial Network and a wealth advisor for executive women. Bridget shares her journey, from working on Wall Street to launching her own practice, and the challenges many women face in the financial industry. Bridget discusses: How her journey through the financial industry promoted a passion for empowering women Why women are...
2023-12-2021 minPerfectly Integrated
Perfectly IntegratedA 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 for those problems. In this episode, Matt Ackermann is joined by Peter Nakada, Chief Education Officer at Stone Ridge Asset Management, in discussing their new tool, Life X, aimed to solve major problems faced by individuals nearing retirement such as market volatility, inflation, and uncertainty about life expectancy. Peter explores: What LifeX is and how it is used How...
2023-12-0621 minExtraordinary Ability!
Extraordinary Ability!Challenging Prejudice Through Advocacy with Virag GulyasIn this episode of Extraordinary Ability! with Candice Ackermann, we welcome Virag Gulyas, a former ballet dancer turned advocate, renowned for her impactful work in combating anti-Semitism. Virag is a content and program coordinator.Virag Gulyas’ journey includes creating viral content, extensive writing, a Master's degree, and significant contributions to Jewish causes, utilizing her non-Jewish perspective to bridge understanding among diverse communities in the fight against prejudice. Tune in to this episode for insights from Virag Gulyas: * Career Evolution: Originating as a ballet dancer, Virag sought a path beyond physicality, desiring intellectual en...
2023-12-0524 minPerfectly Integrated
Perfectly IntegratedNavigating 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 crowd? In this episode, Matt Ackermann speaks with Jamie Hopkins, a financial services advocate with Bryn Mawr Trust, on his career shift to Bryn Mawr Trust, simplifying wealth management complexities, and personal brand development. Jamie explores his journey through personal experience and professional development in different companies and what the future holds for him and the industry. Jamie discusses: Why he...
2023-11-2226 minExtraordinary Ability!
Extraordinary Ability!Skybound Strategies: Unveiling Innovation with Chongjian WenIn this episode of Extraordinary Ability! with Candice Ackermann, we welcome Chongjian Wen (“Wen”), a Visionary Marketer and Innovator in the Aviation Industry. Wen spearheads revolutionary tools and platforms that redefine how aviation transactions are conducted and information is shared within the industry. Hailing from China, Wen ventured to the U.S. for higher education and established himself as a visionary in the industry. His pioneering work involves creating cutting-edge tools and platforms that streamline aircraft transactions, transforming the aviation sector's operational practices. Tune in to this episode for insights from Chongjian Wen:   * Backgro...
2023-11-1522 minPerfectly Integrated
Perfectly IntegratedAn 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 planning? Focusing your career on this new industry? It was a whole new world back in 1973. In this episode, Matt Ackermann is joined by one of the first CFPs and a pioneer of the financial industry, Ben Combs. Ben shares his journey from being one of the first graduates of the Certified Financial Planners program in 1973 to becoming a successful financial planner...
2023-11-0819 minExtraordinary Ability!
Extraordinary Ability!Adina Katz: Empowering Artistic Voices and Unleashing CreativityIn this episode of "Extraordinary Ability!" with Candice Ackermann, we welcome Adina Katz, the founder of an entertainment company specializing in Musical Improv Comedy. Adina's passion lies in both performing and teaching this art form, and she has an extensive portfolio of film productions. Adina Katz, a versatile artist, teacher, and producer, has a diverse background in theater, comedy, film, and music. With extensive experience in Canada and the U.S., Adina not only performs but also teaches and mentors aspiring artists, specializing in acting, improv, and music.  Tune in to this episode for insights f...
2023-11-0320 minPerfectly Integrated
Perfectly IntegratedThe 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 strategies and communication with clients? In this episode, Matt Ackermann speaks with Craig Lemoine, Director of Personal Financial Planning at the University of Illinois, on the next generation of financial planning and how the industry has changed over the past 25 years. They talk about the value of internships, apprenticeships, and competitions for students, as well as the challenges of technology and social media. ...
2023-10-2524 minExtraordinary Ability!
Extraordinary Ability!Mastering Growth and Financing with Randy DeweyIn this episode of "Extraordinary Ability!" with Candice Ackermann, we welcome Randy Dewey, President and COO of a coaching business that provides coaching and strategic planning designed specifically for CEOs, entrepreneurs, and their teams, delivered by world-class former CEO coaches.Our guest, Randy Dewey, brings over 30 years of experience driving rapid international growth and expansion. His strategic leadership focuses on cash flow management and reinvestment as catalysts for growth and sustainability. Randy has raised several hundred million dollars in financing, holding an MBA from Baker Center for Graduate Studies in Flint, Michigan.Tune in to this episode...
2023-10-1822 minEmail Talks
Email TalksEmail Talks#7: Spice dine emails op med gamification💌 Lidt om denne episodeJonas Gottschalck (Manager i Ackermann) og Casper Ackermann (Partner i Ackermann) sætter i dagens episode ord på hvordan du kan bruge gamification til at hæve dine e-mail indsatser. Gamification er et koncept, der omfatter hvordan du kan bruge en række forskellige software, til at drive højere engagement, ved hjælp af ‘spil elementer’ som quizzer og spin-the-wheel. Det er en interaktiv måde at få dine kontakter til at interagere med dit brand og kan forbedre din måde at tilgå leadgenerering. ⭐ Episodens deltagere Casper Ackermann, Managing Partner hos Ackerma...
2023-09-2537 minExtraordinary Ability!
Extraordinary Ability!Extraordinary Sports Agent, Gary DurrantIn this episode of Extraordinary Ability! with Candice Ackermann, we welcome sports agent Gary Durrant. Gary works with players in the NBA and internationally as well. He is a well-respected and prominent figure in the North American and International basketball communities. Born in Jamaica and raised in Canada, Gary played basketball all over the world. He currently lives in Canada and frequently travels to the United States for work.  Tune in to this episode for insights from Gary Durrant:  * Gary’s transition from being a professional athlete to being a professional sports agent...
2023-09-2019 minPerfectly Integrated
Perfectly IntegratedExploring 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, Matt Ackermann is joined by Peter Kaplan with Integrated Partners, in discussing the importance of insurance in financial planning and the need for customized solutions for each client. He emphasizes the value of having a planning mindset and understanding each client’s unique situation and goals when adding insurance to their financial plans. Peter discusses: Why do advisors and wealth managers avoid discussing insurance How...
2023-09-1328 minEmail Talks
Email TalksEmail Talks#6: E-mailmarketing på tværs af landegrænser💌 Lidt om denne episode I dagens udgave af Email Talks drøfter Jonas Gottschalck (Manager i Ackermann) og Casper Ackermann (Partner i Ackermann), hvordan du bedst muligt kan bruge email på flere markeder på tværs af landegrænser. Casper og Jonas trækker på deres erfaringer for at afsløre nuancerne af at skabe effektiv forbindelse til forskellige internationale målgrupper. Fra at afkode kulturelle forskelligheder, til at optimere afsendelsestidspunkter på tværs af forskellige tidszoner, fungerer denne episode som et kompas til at navigere i de svære farvande af e-mail kommunikation på tværs af landegr...
2023-09-1228 minEmail Talks
Email TalksEmail Talks#6: E-mailmarketing på tværs af landegrænser💌 Lidt om denne episode I dagens udgave af Email Talks drøfter Jonas Gottschalck (Manager i Ackermann) og Casper Ackermann (Partner i Ackermann), hvordan du bedst muligt kan bruge email på flere markeder på tværs af landegrænser. Casper og Jonas trækker på deres erfaringer for at afsløre nuancerne af at skabe effektiv forbindelse til forskellige internationale målgrupper. Fra at afkode kulturelle forskelligheder, til at optimere afsendelsestidspunkter på tværs af forskellige tidszoner, fungerer denne episode som et kompas til at navigere i de svære farvande af e-mail kommunikation på tværs af landegr...
2023-09-0828 minExtraordinary Ability!
Extraordinary Ability!Discussing Carbon Asset Market Development with Ariela Farchi BeharIn this episode of Extraordinary Ability! with Candice Ackermann, we welcome Ariela Farchi Behar, Carbon Asset Market Development Specialist.Ariela, born and raised in Guatemala, always grew up with a passion for people and the planet. She completed an undergraduate degree in Business with a concentration in environmental and sustainability management from Emory University. Ariela now works to help companies, organizations, and institutions neutralize their carbon footprint by matching them to projects all over the world that are avoiding further emissions or actively removing harmful greenhouse gasses from the atmosphere. In doing so, Ariela facilitates financing for these...
2023-08-3016 minEmail Talks
Email TalksEmail Talks#5: AI i din e-mailmarketing med Alvas.ai💌 Lidt om denne episode I dagens udgave af Email Talks drøfter Jonas Gottschalck (Manager i Ackermann) og Casper Ackermann (Partner i Ackermann) sammen med dagens gæst, Villads Leth, hvordan AI kan bringes i spil i din e-mailmarketing. Villads er co-founder af Alvas.ai og har bygget et AI-software, som gør, at du nu kan få AI-genererede tekster direkte ind i dine automatiske e-mails. På den måde bliver hver tekst til hver modtager helt unik. Der vil blive diskuteret, hvad dette giver af muligheder for os, der arbejder med e-mailmarketing, hvordan s...
2023-08-2435 minExtraordinary Ability!
Extraordinary Ability!Health, Life, and Wellness with SusieQIn this episode of Extraordinary Ability! with Candice Ackermann, we welcome Celebrity Fitness Trainer, Susie Wong, widely known by her nickname, SusieQ.  Tune in to this episode for insights from SusieQ:   * How she married her two first loves, media and fitness, and chartered a way to establish a brand  * How working out with celebrities at Gold’s Gym led to her connection with a special niche community that led to the explosion of her exposure and career  * How being in the United States advanced SusieQ’s professional and personal lives  * Th...
2023-08-2332 minExtraordinary Ability!
Extraordinary Ability!Box N Burn with Kez ChristieIn this episode of Extraordinary Ability! with Candice Ackermann, we welcome Kez Christie, Boxing Fitness Trainer in Los Angeles. Kez is a retired Boxer and now Co-Owner of the World Famous Box N Burn Boxing Fitness Gym. Tune in to this episode as Kez talks about:   * What it was like to be the first female boxing coach in Ireland  * How Kez' motto/policy/tattoo of "Reckless Abandon" got her to Los Angeles and Box N Burn, where she's now Co-Owner  * How Kez got into Boxing?  * Kez’s road to...
2023-08-1027 minEmail Talks
Email TalksEmail Talks#4: Listestruktur og listehygiejne - sådan gør du💌 Lidt om denne episode Jonas Gottschalck (Manager) og Casper Ackermann (Partner) drøfter i dagens udgave af Email Talks, hvordan du mest effektivt segmenterer din nyhedsbrevsliste for at sikre den optimale struktur. De vil også uddybe emnet listehygiejne, forklare hvorfor det er vigtigt, og hvordan det hænger sammen med strukturen på din liste. Desuden har Jonas en spændende nyhed fra Google, som vil påvirke din tilgang til strukturering og segmentering af din liste. ⭐ Episodens deltagere Casper Ackermann, Managing Partner hos Ackermann Jonas Gottschalck, Manager hos Ackermann 📹 Skal du se med live, når vi optager? Vi streamer hver e...
2023-08-0931 minExtraordinary Ability!
Extraordinary Ability!A Conversation with a Renowned Wine Expert Ben RonIn this episode of Extraordinary Ability! with Candice Ackermann, we welcome Ben Ron, an accomplished winemaker and hospitality industry professional with an extraordinary journey in the wine world.     Tune in to this episode as Ben talks about:  *  His journey from winemaker assistant to wine industry leader *  Moving to New York, and building from scratch *  Working with Visa Law Pros, and how our services positively impacted his confidence and career opportunities *  The growing and improving Israeli wine industry, and recommended wineries *  How a wine project led to an u...
2023-08-0324 minPerfectly Integrated
Perfectly IntegratedFocusing on the Service and Care in a Dollar-Centric Industry With Josh Benson (Ep. 48)In an industry focused on creating wealth and building client investments, the idea of client relationships and services can seem like a secondary priority. Those connections are the foundation of any financial advisor and client relationship. In this episode, Matt Ackermann speaks with Josh Benson, Vice President of Strategic Relations at Integrated Partners, on why relationships, service and care are essential in an industry focused on money. Josh shares how he works to create a connection between other advisors and clients and why he builds those connections. Josh discusses: Why service is essential in...
2023-08-0226 minExtraordinary Ability!
Extraordinary Ability!An Interview with Broadway Dancer Gillian AbbottIn this episode of Extraordinary Ability! with Candice Ackermann, we welcome Gillian Abbott (she/her/hers), a Canadian-born meditation and movement teacher, actress, Broadway dancer, choreographer, and director. Tune in to this episode as Gillian talks about:  Those who have influenced her to pursue a career in the arts Some of the large productions in which she played a starring role The intricacies of her visa application, and the benefit of working with Visa Law Pros How (and why) she has transitioned into teaching and coaching focu...
2023-07-2626 minExtraordinary Ability!
Extraordinary Ability!A Lifelong Passion for Music with International Violinist Bar MarkovichIn this episode of Extraordinary Ability! with Candice Ackermann, we welcome International Violinist, Bar Markovich. Be sure to watch until the end for a live performance from Bar! Tune in to this episode as Bar talks about:  How perfect pitch led him to playing the violin Musical acts that inspired him to pursue music as a career The genres he prefers to play, and why How he found his musical voice across all musical genres His experience working with Visa Law Pros
2023-07-2228 minEmail Talks
Email TalksEmail Talks#3: Hvordan vi kvalitetssikrer en e-mailmarketingkonto💌 Lidt om denne episode Jonas Gottschalck (Manager) og Casper Ackermann (Partner) diskuterer i dagens Email Talks hvordan vi i Ackermann ud fra en step-by-step model går til det at kvalitetssikre en e-mailmarketingkonto. Jonas gennemgår hver måned en lang række af vores kunders e-mailmarketingkonto. Hvad kigger vi på, hvad er vi særligt opmærksomme på, hvor er der typisk udfordringer og meget andet. ⭐ Episodens deltagere Casper Ackermann, Managing Partner hos Ackermann Jonas Gottschalck, Manager hos Ackermann 📹 Skal du se med live, når vi optager? Vi streamer hver enkelt episode via LinkedIn. Hvis du ser med live, vil der...
2023-07-1929 minPerfectly Integrated
Perfectly IntegratedThe Rules of Advertisement, Endorsements and Referrals With John Cataldo (Ep. 47)When someone leaves a positive review about your business, that can be great advertising. But when does it cross the line between freely given advertisements and paid or encouraged endorsements? In this episode, Matt Ackermann is joined by John Cataldo, President-Advisory Services and Chief Legal Officer at Integrated Partners, in discussing the importance of understanding new rules as they are made that pertain to advertisement and referrals. John explores how advisors can promote their businesses and encourage endorsements while still following the rules of advertisement. John focuses on: How compliance can be seen as...
2023-07-1226 minExtraordinary Ability!
Extraordinary Ability!Lights, Camera, Action with Jonathan EastIn this episode of Extraordinary Ability! with Candice Ackermann, we welcome guest Jonathan East, a performing artist, Second Unit Director and Pre-Visualisation Videographer. Tune in to this episode as Jonathan talks about:  His background and transition from video editing in dark rooms to stage combat and stunts What it's like to work on long tv projects like Vikings vs. big films like Dungeons & Dragons Various celebrity encounters on sets How Candice helps O-1 visa candidates who have wasted time & money trying to navigate it themselves Jonathan East has...
2023-07-1249 minEmail Talks
Email TalksEmail Talks#2: Learnings fra Deliverability Summit 2023💌 Lidt om denne episode I denne episode af Email Talks taler vi om Jonas' learnings fra Deliverability Summit 2023 konferencen, som fandt sted i Prag. Vi taler også om hvilke værktøjer Jonas bruger i sit arbejde med e-mail deliverability, dødssynder inden for deliverability og en masse andet. ⭐ Episodens deltagere Casper Ackermann, Managing Partner hos Ackermann Jonas Gottschalck, Manager hos Ackermann 📹 Skal du se med live, når vi optager? Vi streamer hver enkelt episode via LinkedIn. Hvis du ser med live, vil der være mulighed for at stille spør...
2023-06-2925 minEmail Talks
Email TalksEmail Talks#1: Email automation do's & dont's💌 Om denne episode:I denne episode af Email Talks taler vi om et af de vigtigste elementer i ethvert e-mailmarketing-setup - de automatiske e-mailserier. Hvad skal man gøre, hvad skal man undgå, og hvilke eksempler findes der på kreativt brug af "marketing automation"? Det er blot nogle af de spørgsmål, vi besvarer. ⭐ Episodens deltagere:Casper Ackermann, Managing Partner hos AckermannJonas Gottschalck, Manager hos Ackermann 📹 Skal du se med live, når vi optager?Vi streamer hver enkelt episode via LinkedIn. Hvis du ser med live, vil der være m...
2023-06-2129 minFalling For Stories
Falling For StoriesS1, Ep11 - Deep EndIn our Season 1 Finale, After week’s of exploring Robbie’s sorted past, his thrilling leap will finally meet its end. If you haven't listened to his saga up until this point, we encourage you to jump back to Pool Party, where this all began.   The Falling For Stories Podcast is produced by Josh Ackermann and Jeremiah Ackermann. "Deep End" was written by Josh Ackermann. Editing, engineering, and original score by Jeremiah Ackermann.   To learn more about Falling For Stories, visit us at fallingforstories.com, and follow us on...
2023-06-1408 minFalling For Stories
Falling For StoriesS1, Ep11 - Deep EndIn our Season 1 Finale, After week’s of exploring Robbie’s sorted past, his thrilling leap will finally meet its end. If you haven't listened to his saga up until this point, we encourage you to jump back to Pool Party, where this all began.   The Falling For Stories Podcast is produced by Josh Ackermann and Jeremiah Ackermann. "Deep End" was written by Josh Ackermann. Editing, engineering, and original score by Jeremiah Ackermann.   To learn more about Falling For Stories, visit us at fallingforstories.com, and follow us on...
2023-06-1408 minFalling For Stories
Falling For StoriesS1, Ep10 - Teenage Crush Pt 3**TRIGGER WARNING** This episode includes subject matter that may not be suitable for everyone. If you're uncomfortable with themes of violence, homophobia, and sexuality, this episode may not be for you.   As the rumour mill begins to implode, the destructive relationship of Brittany and Travis reaches its painful climax.    The Falling For Stories Podcast is produced by Josh Ackermann and Jeremiah Ackermann. "Teenage Crush" was written by Josh Ackermann. Editing, engineering, and original score by Jeremiah Ackermann.   To learn more about Fall...
2023-05-3121 minFalling For Stories
Falling For StoriesS1, Ep10 - Teenage Crush Pt 3**TRIGGER WARNING** This episode includes subject matter that may not be suitable for everyone. If you're uncomfortable with themes of violence, homophobia, and sexuality, this episode may not be for you.   As the rumour mill begins to implode, the destructive relationship of Brittany and Travis reaches its painful climax.    The Falling For Stories Podcast is produced by Josh Ackermann and Jeremiah Ackermann. "Teenage Crush" was written by Josh Ackermann. Editing, engineering, and original score by Jeremiah Ackermann.   To learn more about Fall...
2023-05-3121 minFalling For Stories
Falling For StoriesS1, Ep9 - Teenage Crush Pt 2**TRIGGER WARNING** This episode includes subject matter that may not be suitable for everyone. If you're uncomfortable with themes of violence, homophobia, and sexuality, this episode may not be for you.   As Brittany's lies unfold, she learns the severe power of words and the consequences of her actions...   The Falling For Stories Podcast is produced by Josh Ackermann and Jeremiah Ackermann. "Teenage Crush" was written by Josh Ackermann. Editing, engineering, and original score by Jeremiah Ackermann.   To learn more about Falling For...
2023-05-1723 minFalling For Stories
Falling For StoriesS1, Ep9 - Teenage Crush Pt 2**TRIGGER WARNING** This episode includes subject matter that may not be suitable for everyone. If you're uncomfortable with themes of violence, homophobia, and sexuality, this episode may not be for you.   As Brittany's lies unfold, she learns the severe power of words and the consequences of her actions...   The Falling For Stories Podcast is produced by Josh Ackermann and Jeremiah Ackermann. "Teenage Crush" was written by Josh Ackermann. Editing, engineering, and original score by Jeremiah Ackermann.   To learn more about Falling For...
2023-05-1723 minFalling For Stories
Falling For StoriesS1, Ep8 - Teenage Crush Pt 1**TRIGGER WARNING** This episode includes subject matter that may not be suitable for everyone. If you're uncomfortable with themes of violence and sexuality, this episode may not be for you.   Join us this week as we enter Riverside High School, and the world of Brittney and Travis, two high school students ready to lay their relationship on the line in a moment of humility.    The Falling For Stories Podcast is produced by Josh Ackermann and Jeremiah Ackermann. "Teenage Crush" was written by Josh Ackermann. Editing, eng...
2023-05-0316 minFalling For Stories
Falling For StoriesS1, Ep8 - Teenage Crush Pt 1**TRIGGER WARNING** This episode includes subject matter that may not be suitable for everyone. If you're uncomfortable with themes of violence and sexuality, this episode may not be for you.   Join us this week as we enter Riverside High School, and the world of Brittney and Travis, two high school students ready to lay their relationship on the line in a moment of humility.    The Falling For Stories Podcast is produced by Josh Ackermann and Jeremiah Ackermann. "Teenage Crush" was written by Josh Ackermann. Editing, eng...
2023-05-0316 minFalling For Stories
Falling For StoriesS1, Ep7 - Empty Gun Rack and Drowned YouthIn this week's double-feature, we're once again joining Robbie as he revisits an extremely intimate memory of discovery and action, as well as a frightening recollection of negligence.   The Falling For Stories Podcast is produced by Josh Ackermann and Jeremiah Ackermann. "Empty Gun Rack" and "Drowned Youth" were written by Josh Ackermann. Editing, engineering, and original score by Jeremiah Ackermann.   To learn more about Falling For Stories, visit us at fallingforstories.com, and follow us on Facebook and Instagram (@FallingForStories). Transcripts available on our website at fallingforstories.co...
2023-04-1914 minFalling For Stories
Falling For StoriesS1, Ep7 - Empty Gun Rack and Drowned YouthIn this week's double-feature, we're once again joining Robbie as he revisits an extremely intimate memory of discovery and action, as well as a frightening recollection of negligence.   The Falling For Stories Podcast is produced by Josh Ackermann and Jeremiah Ackermann. "Empty Gun Rack" and "Drowned Youth" were written by Josh Ackermann. Editing, engineering, and original score by Jeremiah Ackermann.   To learn more about Falling For Stories, visit us at fallingforstories.com, and follow us on Facebook and Instagram (@FallingForStories). Transcripts available on our website at fallingforstories.co...
2023-04-1914 minPerfectly Integrated
Perfectly IntegratedHow Creative Marketing Shapes Financial Planning Practices With Angel Gonzalez (Ep. 46)There are some commercials that stick with you, either because they are funny or have a catchy image or something else. What they all have in common is that they are creative with their ideas. In this episode, Matt Ackermann talks with Angel Gonzalez, Co-Founder of Snappy Kraken, about why being creative is essential to marketing. Angel explores some examples of creative marketing strategies and why they are essential for financial advisors to understand, whether they think about marketing or not. Angel discusses: Why creative thinking matters in financial marketing How to moderate or...
2023-04-1231 minFalling For Stories
Falling For StoriesS1, Ep6 - Smashed Lover This episode crawls inside a suburban home where our characters experience the horror of a domestic disturbance.   **TRIGGER WARNING - This story is for mature audiences only as it contains references to domestic and alcohol abuse.   The Falling For Stories Podcast is produced by Josh Ackermann and Jeremiah Ackermann. "Smashed Lover" was written by Josh Ackermann. Editing, engineering, and original score by Jeremiah Ackermann.   To learn more about Falling For Stories, visit us at fallingforstories.com, and follow us on Facebook and Instagram (@FallingForStories). Transcripts available on our website at...
2023-04-0509 minFalling For Stories
Falling For StoriesS1, Ep6 - Smashed Lover This episode crawls inside a suburban home where our characters experience the horror of a domestic disturbance.   **TRIGGER WARNING - This story is for mature audiences only as it contains references to domestic and alcohol abuse.   The Falling For Stories Podcast is produced by Josh Ackermann and Jeremiah Ackermann. "Smashed Lover" was written by Josh Ackermann. Editing, engineering, and original score by Jeremiah Ackermann.   To learn more about Falling For Stories, visit us at fallingforstories.com, and follow us on Facebook and Instagram (@FallingForStories). Transcripts available on our website at...
2023-04-0509 minFalling For Stories
Falling For StoriesS1, Ep5 - Climbing For The Girl & Beer RunAs we continue to follow Robbie's descent toward the ground, his flashbacks intensify...   The Falling For Stories Podcast is produced by Josh Ackermann and Jeremiah Ackermann. "Climbing For The Girl" and "Beer Run" were written by Josh Ackermann. Editing, engineering, and original score by Jeremiah Ackermann.   To learn more about Falling For Stories, visit us at fallingforstories.com, and follow us on Facebook and Instagram (@FallingForStories). Transcripts available on our website at fallingforstories.com/episodes.   Audio program ©2023 Falling For Stories, Josh and Jeremiah Acke...
2023-03-2222 minFalling For Stories
Falling For StoriesS1, Ep5 - Climbing For The Girl & Beer RunAs we continue to follow Robbie's descent toward the ground, his flashbacks intensify...   The Falling For Stories Podcast is produced by Josh Ackermann and Jeremiah Ackermann. "Climbing For The Girl" and "Beer Run" were written by Josh Ackermann. Editing, engineering, and original score by Jeremiah Ackermann.   To learn more about Falling For Stories, visit us at fallingforstories.com, and follow us on Facebook and Instagram (@FallingForStories). Transcripts available on our website at fallingforstories.com/episodes.   Audio program ©2023 Falling For Stories, Josh and Jeremiah Acke...
2023-03-2222 minPerfectly Integrated
Perfectly IntegratedThe Growing Role of CPAs in Financial Planning With Seth Fineberg and Paul Saganey (Ep. 45)CPAs require rigorous testing, hours of training and most importantly,  a high level of ethics. These three aspects contribute to the growing need for CPAs and their personal connections with clients. In this episode, Matt Ackermann speaks with Seth Fineberg, a freelance editor and account industry consultant, and Paul Saganey from Integrated Partners. They focus on the CPA industry and how accountants are growing within their role in the financial planning industry. Seth and Paul discuss: Why is there a deep level of trust between CPAs and their clients How could accountants and financial a...
2023-03-2228 minFalling For Stories
Falling For StoriesS1, Ep4 - Pedestrian Monsters Pt 2**TRIGGER WARNING** This episode includes subject matter that may not be suitable for everyone. If you're uncomfortable with themes of drug use and violence, this episode may not be for you.   In part two of "Pedestrian Monsters", we'll see a man turn into a true monster...   The Falling For Stories Podcast is produced by Josh Ackermann and Jeremiah Ackermann. "Pedestrian Monsters" was written by Josh Ackermann. Editing, engineering, and original score by Jeremiah Ackermann.   To learn more about Falling For Stories, vis...
2023-03-0813 minFalling For Stories
Falling For StoriesS1, Ep4 - Pedestrian Monsters Pt 2**TRIGGER WARNING** This episode includes subject matter that may not be suitable for everyone. If you're uncomfortable with themes of drug use and violence, this episode may not be for you.   In part two of "Pedestrian Monsters", we'll see a man turn into a true monster...   The Falling For Stories Podcast is produced by Josh Ackermann and Jeremiah Ackermann. "Pedestrian Monsters" was written by Josh Ackermann. Editing, engineering, and original score by Jeremiah Ackermann.   To learn more about Falling For Stories, vis...
2023-03-0813 minFalling For Stories
Falling For StoriesS1, Ep3 - Pedestrian Monsters Pt1**TRIGGER WARNING** This episode includes subject matter that may not be suitable for everyone. If you're uncomfortable with themes of drug use and violence, this episode may not be for you.   Today, we'll be peering through the eyes of one man's journey as he wanders the downtown streets of a busy city... a city that is morphing before his very eyes.   The Falling For Stories Podcast is produced by Josh Ackermann and Jeremiah Ackermann. "Pedestrian Monsters" was written by Josh Ackermann. Editing, engineering, and original sc...
2023-02-2209 minFalling For Stories
Falling For StoriesS1, Ep3 - Pedestrian Monsters Pt1**TRIGGER WARNING** This episode includes subject matter that may not be suitable for everyone. If you're uncomfortable with themes of drug use and violence, this episode may not be for you.   Today, we'll be peering through the eyes of one man's journey as he wanders the downtown streets of a busy city... a city that is morphing before his very eyes.   The Falling For Stories Podcast is produced by Josh Ackermann and Jeremiah Ackermann. "Pedestrian Monsters" was written by Josh Ackermann. Editing, engineering, and original sc...
2023-02-2209 minFalling For Stories
Falling For StoriesS1, Ep2 - Pool PartyIf you've never been to a college party, now's your chance to attend one... but just with your ears. In this episode, one naive college student, Robbie, will teach us why you shouldn't drink and dive.   The Falling For Stories Podcast is produced by Josh Ackermann and Jeremiah Ackermann. "Pool Party" was written by Josh Ackermann. Editing, engineering, and original score by Jeremiah Ackermann.   To learn more about Falling For Stories, visit us at fallingforstories.com, and follow us on Facebook and Instagram (@FallingForStories). Transcripts available on ou...
2023-02-0808 minFalling For Stories
Falling For StoriesS1, Ep2 - Pool PartyIf you've never been to a college party, now's your chance to attend one... but just with your ears. In this episode, one naive college student, Robbie, will teach us why you shouldn't drink and dive.   The Falling For Stories Podcast is produced by Josh Ackermann and Jeremiah Ackermann. "Pool Party" was written by Josh Ackermann. Editing, engineering, and original score by Jeremiah Ackermann.   To learn more about Falling For Stories, visit us at fallingforstories.com, and follow us on Facebook and Instagram (@FallingForStories). Transcripts available on ou...
2023-02-0808 minPerfectly Integrated
Perfectly IntegratedAn Update On Retirement Planning Using Secure Act 2.0 With Will Hackler And Jason Grantz (Ep. 44)During the pandemic, the Secure Act became an essential piece of retirement planning for all ages. At the end of 2022, the Secure Act 2.0 came along with new legislation for retirement planning. In this episode, Matt Ackermann is joined by Will Hackler, President of Integrated Pension Services, and Jason Grantz, Managing Director of Sales and Marketing at Integrated Pension Services. Together they unpack the Secure Act 2.0 and how those changes impact retirement planning for retirees and pre-retirees. Will and Jason discuss: How have the updates to the Secure Act changed the way pre-retirees plan for...
2023-02-0832 minFalling For Stories
Falling For StoriesS1, Ep1 - One Helluva HeadacheIn this episode, we'll be exploring the inner monologue of one exhausted backstock worker as he struggles to get through the remainder of his shift with an annoying supervisor hanging over his shoulder.   The Falling For Stories Podcast is produced by Josh Ackermann and Jeremiah Ackermann. "One Helluva Headache" was written by Josh Ackermann. Photo, editing, engineering and original score by Jeremiah Ackermann.   To learn more about Falling For Stories, visit us at fallingforstories.com, and follow us on Facebook and Instagram (@FallingForStories). Transcripts available on our we...
2023-01-2513 minFalling For Stories
Falling For StoriesS1, Ep1 - One Helluva HeadacheIn this episode, we'll be exploring the inner monologue of one exhausted backstock worker as he struggles to get through the remainder of his shift with an annoying supervisor hanging over his shoulder.   The Falling For Stories Podcast is produced by Josh Ackermann and Jeremiah Ackermann. "One Helluva Headache" was written by Josh Ackermann. Photo, editing, engineering and original score by Jeremiah Ackermann.   To learn more about Falling For Stories, visit us at fallingforstories.com, and follow us on Facebook and Instagram (@FallingForStories). Transcripts available on our we...
2023-01-2513 minFalling For Stories
Falling For StoriesS1, Ep3 - Pedestrian Monsters Pt 1**TRIGGER WARNING** This episode includes subject matter that may not be suitable for everyone. If you're uncomfortable with themes of drug use and violence, this episode may not be for you.   Today, we'll be peering through the eyes of one man's journey as he wanders the downtown streets of a busy city... a city that is morphing before his very eyes.   The Falling For Stories Podcast is produced by Josh Ackermann and Jeremiah Ackermann. "Pedestrian Monsters" was written by Josh Ackermann. Editing, engineering, and original sc...
2023-01-2509 minPerfectly Integrated
Perfectly IntegratedThe CrossFit and Finance Crossover With Jessica Bost (Ep.43)There are a million moments that build trust with your clients, whether they are training in the gym or organizing their finances. In this episode, Matt Ackermann has guest Jessica Bost, RICP® CrossFit trainer turned financial advisor on the podcast to share her journey from motivating clients in the gym, to motivating clients from a financial perspective. Jessica discusses: How she went from trainer to advisor Her perspective on how helping people can build your own ego The ways she deals with obstacles, and how she helps her clients get around them How she v...
2023-01-1831 minFalling For Stories
Falling For StoriesIntroducing Falling For StoriesFalling For Stories is an auditory experience where audiobooks meet film scores; an independent podcast bringing unheard, original literary works and sounds to your headphones.   Falling For Stories premieres Jan 18, 2023.   Produced by Josh Ackermann and Jeremiah Ackermann Editing, engineering, and original score by Jeremiah Ackermann. To learn more about Falling For Stories, visit our website www.fallingforstories.com,and follow us on Facebook and Instagram (@FallingForStories). Transcripts available on our website at www.fallingforstories.com/episodes.
2023-01-1201 minFalling For Stories
Falling For StoriesIntroducing Falling For StoriesFalling For Stories is an auditory experience where audiobooks meet film scores; an independent podcast bringing unheard, original literary works and sounds to your headphones.   Falling For Stories premieres Jan 18, 2023.   Produced by Josh Ackermann and Jeremiah Ackermann Editing, engineering, and original score by Jeremiah Ackermann. To learn more about Falling For Stories, visit our website www.fallingforstories.com,and follow us on Facebook and Instagram (@FallingForStories). Transcripts available on our website at www.fallingforstories.com/episodes.
2023-01-1201 minPerfectly Integrated
Perfectly IntegratedThe Advisors Growth Conundrum With Steve Sanduski (Ep. 42)Many advisors think they are growing their business effectively. The numbers show a different story. Why aren’t advisors growing the way they think they are?  In this episode, Matt Ackermann speaks with Steve Sanduski, Co-Founder and CEO of ROL Advisor and NYT Best Selling Author, on the lack of balanced growth within the advisor industry. Steve dives into the differences between organic and M&A growth and how they benefit businesses together rather than separately. Steve discusses: Why a lack of organic growth reduces a companies future growth How have advisors changed the way...
2023-01-0429 minPerfectly Integrated
Perfectly IntegratedMaking The Great Even Better With John Pastore and Steve Vono (Ep. 41)Influence has become a key factor in growing a business and connecting with individuals. How can you increase influence to grow your business through key individuals and company wide synergy? In this episode, Matt Ackermann is joined by John Pastore, Senior Vice President and Private Wealth Manager of Integrated Partners, and Steve Vono, Senior Vice President of McGowan Pro, in discussing centers of influence and synergy between advisors and how they impact the growth of a business. John and Steve discuss: What and who are centers of influence How to get and to keep...
2022-12-2135 minPerfectly Integrated
Perfectly IntegratedThe Power Of Partnerships In Growth With David Kline (Ep. 40)For many advisors, growing their business means growing their workload. How can a partnership balance the two? In this episode, Matt Ackermann speaks with David Kline, a private wealth advisor with Integrated Financial Partners, and Mark McGaunn, CEO of McGaunn and Schwadron, on the connection between partnerships and growth within the business. David and Mark discusses: What does growth mena to them How did they initially connect and why do they continue working together What benefits does a partnership provide to clients How has the partnership allowed them both to thrive And more  
2022-12-0825 minPerfectly Integrated
Perfectly IntegratedAdvice for the Next Generation of Financial Planners With Patrick Mahoney and Dennis Moore (Ep. 39)Financial planning is a young profession compared to other careers, with the CFP designation only existing for around fifty years. What can young professionals look towards as they enter the evolving industry? In this episode, Matt Ackermann is joined by Patrick Mahoney, CEO of Financial Planners Association, and Dennis Moore, President of Financial Planners Association, on the continual evolution of the financial planning industry and the role of young entrepreneurs looking to enter the profession.  Patrick and Dennis discuss: Where do things stand for RIAs in the current financial market What issues should financial p...
2022-10-2631 minPerfectly Integrated
Perfectly IntegratedFinding – And Keeping – Amazing Talent With Andree Mohr and Liz Manibay (Ep.38)A McKinsey study reveals that superior talent is up to EIGHT times more productive. How can you locate these talented individuals within a group of interviewees? In this episode, Matt Ackermann is joined by Andree Mohr, Chief Implementation Officer at Integrated Partners, and Liz Manibay, Managing Director of Charles Schwab, on finding and keeping great talent within a sea of employees and interviews. Andree and Liz discusses: How can you draw out talented individuals within an interview? What is the key to finding great talent? What does great talent want and need within a...
2022-08-1032 minPerfectly Integrated
Perfectly IntegratedHow Recessions Opened Possibilities For Independent Practices With Brad Bueermann (Ep. 37)In moments of crisis, you can steer off the cliff’s edge or skid to a stop and look over the edge. The mindset of entrepreneurs has changed to reflect on past mistakes and their impact on the industry’s future. In this episode, Matt Ackermann is joined by Brad Bueermann, CEO of FP Transitions, in discussing the RIA industry, the current path of RIA businesses and what the mindset shift of the industry will look like after one of the steepest recessions. Brad discusses: How is the threshold for RIA business success The diff...
2022-07-2735 minPerfectly Integrated
Perfectly IntegratedThe Two F’s Of Financial Planning With Paul Saganey (Ep.36)There are two major F words often used to answer why people save: family or future. In this episode, Matt Ackermann is joined by Paul Saganey, President and Founder of Integrated Partners, as well as a good friend, in discussing why people save and the role of family and future within financial planning. Paul discusses: What inspires financial savings The importance of having the right people for the right job How financial planners have evolved with the clients Why family is important in financial planning And more Connect With Paul Saganey:
2022-07-1827 minPerfectly Integrated
Perfectly IntegratedSocial Media’s Advice On Financial Planning With Sonya Lutter (Ep.35)35% of gen Z are learning about financial planning from TikTok, even more when taking into account other social media platforms. The clients understanding is expanding even before speaking with an advisor. In this episode, Matt Ackermann is joined by Sonya Lutter, Director of Research and Academy at Herbers and Company, they discuss the current understanding of financial planning through social media and the comprehension clients have before interacting with financial advisors. Sonya reveals the mindset surrounding money, diving into the impact of societal beliefs surrounding money and why financial planning isn’t discussed openly. Sonya di...
2022-06-0827 minPerfectly Integrated
Perfectly IntegratedIt’s All About Execution With Kelly Waltrich (Ep.34)Marketing and sales go hand in hand when it comes to building your business. But, creating your marketing ideas will only take you so far without executing them. In this episode, Matt Ackermann is joined by Kelly Waltrich, co-founder of Intention.ly. Kelly shares her knowledge of execution, building a plan with her team and creating the vision of her clients into reality. She reveals quick tips for developing your image and the details that are often missed. Kelly discusses: How to individualize yourself The importance of having a great team The non glamorous...
2022-05-1827 minPerfectly Integrated
Perfectly IntegratedFind The Who’s And Trust The Process With Andree Mohr and John Pastore (Ep. 33)When an advisor is building a business, it is easy to become swept up in what they think are fires, instead of growing their business. What they are missing is the importance of sticking to a process and finding professionals who can help build their referrals. In this episode, Matt Ackermann is joined by Andree Mohr, Chief Implementation Officer and John Pastore, Senior Vice President & Private Wealth Manager of Integrated Partners. The trio discuss why building a business in rainmaking is difficult for advisors and how they can develop their practice through partnerships with CPAs. Andree and...
2022-04-2723 minPerfectly Integrated
Perfectly IntegratedThe Right Technology For The Job With Joel Bruckenstein (Ep.32)Technology like Zoom has become a staple in the workplace. While it may have been difficult for some, finding and understanding beneficial technology for each task allows advisors to adapt to client demand in the modern world. In this episode, Matt Ackermann is joined by president of T3 Technology and T3 advisor conference producer, Joel Bruckenstein. Joel shares his expertise in technology, finding the right software and understanding the tools to use in reaching different goals. Joel discusses: How the pandemic changed the perspective and use of technology The two types of advisors in...
2022-04-1314 minPerfectly Integrated
Perfectly IntegratedThe Evolution Of Client Communication With Carol Anderson and Andree Peterson (Ep.31)With technology’s constant evolution, the number of ways financial advisors can provide efficient and comprehensive advice increases through the tools we now have access to.  In this episode, Matt Ackermann is joined by the FPA Carol Anderson, President of MQ Research And Education, and Andree Peterson, Chief Implementation Officer at Integrated Partners. They reveal how communication has evolved thanks to technology and the impact this has on client comprehension regarding their own financial and retirement plans. Carol and Andree discuss: Different types of communication methods How a difference in knowledge impacts communication and und...
2022-03-3029 minPerfectly Integrated
Perfectly IntegratedCompetition, Collaboration, and Concepcion With Jeff Concepcion and Paul Saganey (30)Many business owners fear competition but a true entrepreneur understands the benefits of healthy competition. In this episode, Matt Ackermann is joined by Jeff Concepcion from  Stratos Wealth Partners and Paul Saganey from Integrated Partners. Jeff and Paul share how their relationship began, the perceived competition between advisors and companies and how they work. Jeff and Paul discusses: If advisers see other advisers as “the competition” What’s the Stratos strategy and vision are What Integrated Partners unique value prop is The power of culture and working with CPAs The pandemic’s biggest impact on the RI...
2022-03-1634 minPerfectly Integrated
Perfectly IntegratedLet’s Talk About Marketing With Becca Zophin (29)A business is only successful if people know it exists, with marketing playing a key factor in generating clients and customers. For advisors, marketing is a necessary struggle they must face.  In this episode, Matt Ackermann is joined by the chief marketing officer at InTouch Innovations, Becca Zophin. Becca shares her expertise in marketing, revealing one of the biggest mistakes advisors make in their business. She discusses some of the marketing tactics she uses for advisors and the benefits of third party platforms in marketing. Becca discusses: What is one of the biggest marketing m...
2022-03-0229 minPerfectly Integrated
Perfectly IntegratedBrand Building With Tony Stich (28)Building a brand is like building a great house, it needs to start with a strong foundation, you need structure, you need rooms to grow into, but you also need a little polish, and a splash of color. When creating a brand from the ground up, it is crucial to stand out from the crowd as it can draw in customers or completely deter them away. In this episode, Matt Ackermann is joined by Tony Stich, executive at InvestCloud. Matt and Tony discuss how to position yourself when you are creating a brand, how to...
2022-02-0918 minPerfectly Integrated
Perfectly IntegratedBehavioral Finance Mindset With Eric Clarke and Daniel Crosby (27)When choosing financial advisors to invest with, it is important they care about your wants and needs when trusting them with your finances. Start with Orion Advisor Services.  In this episode, Matt Ackermann is joined by CEO of Orion Advisor Services, Erik Clarke and Chief Behavioural Officer Daniel Crosby. Erik and Daniel discuss the behavioural mindset approach they use when interacting with and ultimately investing for clients. They reveal the importance of trusting your financial advisor and how they create long-lasting relationships with their clients.  Erik Clarke and Daniel Crosby discuss: How their advisors ha...
2022-01-2618 minPerfectly Integrated
Perfectly Integrated26. Real Impact With Investments With Gabe RissmanEveryone wants to have some kind of impact on the world. Start with your own portfolio.  In this episode, Matt Ackermann is joined by president of YourStake.org, Gabe Rissman. Gabe discusses creating an impact through investments and how your portfolio can reflect your personal views. He reveals the struggle of convincing clients that ESG is real and how his company helps clients discover what their true values are for investments. Gabe Rissman discusses: What it means to make an impact through investments How your investment portfolio reflects your values The concerns about what i...
2022-01-1223 minPerfectly Integrated
Perfectly Integrated25. The Definition Of Innovation With Marc ButlerThey say imitation is the greatest form of flattery. But sometimes you need to try the road less traveled for great innovation. In this episode, Matt Ackermann is joined by the President & Chief Operating Officer of Skience, Marc Butler. Marc reveals the big I and the little I of innovation, how your team contributes small I’s to create bigger innovation, and the role of technology in innovation. He discusses some of the trends he has noticed with technology and wealth management and how current changes will impact the future. Marc Butler discusses: What is...
2021-12-2925 minPerfectly Integrated
Perfectly Integrated24. There Are No Bad Ideas In Marketing With Robert SofiaPutting the spotlight on yourself and marketing your services sounds logical. But for financial advisors, it’s not as easy to put themselves out there. In this episode, Matt Ackermann is joined by Robert Sofia, chairman, and CEO of Snappy Kraken. Robert shares his worst marketing ideas, revealing how one bad idea can lead to several good ideas and literal versus creative marketing strategies. He discusses how he attempts to eliminate bias, focusing on who is the best compared to the number of African Americans in the company, and the impact it has on the overall company....
2021-12-1542 minPerfectly Integrated
Perfectly Integrated23. Plan For Retirement With A Retirement Plan Expert With Jason GrantzSeveral decades ago retirement planning was as simple as signing up for your company’s pension plan. Now, less than 70% of people have access. In this episode, Matt Ackermann is joined by Jason Grantz, a recent addition to Integrated Partners. Jason clarifies several myths and misconceptions surrounding retirement planning and discusses how modern retirement planning has evolved as company’s reduce the number of people with access to a workplace retirement savings plan. Jason discusses: The challenges of modern day retirement plans The importance of savings rates within your retirement plan How the government and...
2021-12-0120 minPerfectly Integrated
Perfectly Integrated22. The Journey Into The Unknown With David Kline And Robert Sandrew Chief Growth Officer50% of advisors are looking to make or are planning a move. Are you ready to make a change? In this episode, Matt Ackermann is joined by Robert Sandrew, Chief Growth Officer  and David Kline of Integrated Partners. They discuss the importance of change for clients and advisors and the benefit of evolution. David shares his experience of changing companies and how he has developed within Integrated Partners. They discuss: Why advisors are resistant to change How David made the move to Integrated Partners What is the next step after transitioning The importance of reviewing y...
2021-11-1022 minPerfectly Integrated
Perfectly Integrated21. How To Empower The Fearful Investor With Aaron KleinThere is an inherent risk to any investment. But selling as soon as you see red won’t increase your clients’ gains. In this episode, Matt Ackermann is joined by Aaron Klein, co-founder, and CEO of Riskalyze. Aaron discusses how financial advisors deal with investment risk and the impact it has on their clients. He reveals how many advisors discovered the benefits of tools such as Riskalyze during COVID and what it means for the future of investments. Aaron discusses: The role of relationships between clients, advisors, and other advisors How Riskalyze transforms fearful inve...
2021-10-2031 minPerfectly Integrated
Perfectly Integrated20. Turn Visions Of Growth Into Reality With Paul Saganey and Angie HerbersGrowth is complex. Growth is an aspiration, a hope but few have a real strategy on how, where and most importantly why they want to grow. In this episode, Matt Ackermann is joined by Paul Saganey, president and founder of Integrated Partners, and Angie Herbers, Managing Partner at Herbers & Company. Together they discuss the terrifying topic of business growth, sharing the importance of creating a vision of your business’s future and how to turn that vision into reality. Paul and Angie discuss: The complexities of growing your business The importance of separating you fr...
2021-09-2936 minPerfectly Integrated
Perfectly Integrated19. The Critical Superpower Of Financial Advisors With Jay CoulterResilient. Able to withstand or recover quickly from difficult circumstances. How can you apply resiliency to your personal and professional life? In this episode, Matt Ackermann is joined by Jay Coulter, CFP®, CIMA®, and host of The Resilient Advisor Podcast. Jay shares why resiliency is a critical superpower for financial advisors and how resiliency benefits your personal and professional business. Jay discusses: What resiliency means for financial advisors The three forms of resiliency His advice for financial advisors struggling with mental health The role  social media plays in gaining new clients And more R...
2021-09-0930 minPerfectly Integrated
Perfectly Integrated18. CRM – The Central Nervous System to a Great Advisory Practice with Brian McLaughlinWhat 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 creating an integratable CRM tool that helps so many advisors and companies get and stay organized . Brian discusses: What inspired him to create Redtail How advisors can interact with a CRM tool and why so many don’t use i...
2021-08-2639 minPerfectly Integrated
Perfectly Integrated17. Working as an Independent Advisor with Louis Diamond & Robert SandrewNow, 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 goes into making the move, and why now might be the best time to do it.  Louis & Robert discuss: Why more advisors are making the move to being independent as a result of the COVID-19 Pandemic Why some advisors ar...
2021-08-1230 minSiebeneinhalbmal Ackermann-Gemeinde
Siebeneinhalbmal Ackermann-GemeindeFolge 7,5: Bonusfolge mit Martin Kastler und Daniel HermanIn  der abschließenden Folge kommen der Bundesvorsitzende der Ackermann-Gemeinde,  Martin Kastler, und der Vorsitzende der Sdružení Ackermann-Gemeinde,  Daniel Herman, zu Wort. Sie erzählen, was ihnen die Ackermann-Gemeinde  bedeutet und worin sie den besonderen Verdienst des bisherigen Wirkens  sehen. Zugleich formulieren Sie Perspektiven für die weitere Arbeit.
2021-07-3018 minPerfectly Integrated
Perfectly Integrated16. How To Use a Podcast to Successfully Tell Your Story With Matt HalloranThinking 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 connect with your audience on a personal level by sharing your knowledge and stories. Matt Halloran shares his passion for working with podcasters and explains how those passions turned into ProudMouth –– a company that accelerates industry experts’ influence through podcasting and social media.  Mat...
2021-07-2938 minPerfectly Integrated
Perfectly Integrated15. Being Comfortable In Front of the Camera With Matt BleisteinIt 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 some advice with you about what you should do when you first record. Matt discusses: Advice on how you can get comfortable in front of the camera The most common mistake that people make on camera Suggestions for advisors w...
2021-07-1518 minSiebeneinhalbmal Ackermann-Gemeinde
Siebeneinhalbmal Ackermann-GemeindeFolge 7: Botschafter Dr. Tomáš Kafka - „Die Ackermann-Gemeinde hat eine Vorreiterrolle“Der tschechische Diplomat Dr. Tomáš Kafka ist ein wichtiger Akteur in den deutsch-tschechischen Beziehungen nach 1989. Er war Gründungsdirektor des Deutsch-tschechischen Zukunftsfonds, war lange Zeit im Prager Außenministerium für Deutschland und Mitteleuropa verantwortlich und ist seit 2020 Botschafter seines Landes in Berlin. Dr. Kafka blickt im Gespräch auf die Entwicklung des (sudeten-)deutsch-tschechischen Verhältnisses vor und nach der Deutsch-tschechischen Erklärung von 1997 zurück. Dabei ordnet er die Bedeutung des Umgangs mit der Geschichte sowie das Wirkens der Ackermann-Gemeinde und der Zivilgesellschaft ein.
2021-07-0537 minSiebeneinhalbmal Ackermann-Gemeinde
Siebeneinhalbmal Ackermann-GemeindeFolge 6: Dr. Petr Křížek - „Die Kontakte waren nicht auf ein Milieu begrenzt.“Dr. Petr Křížek, ist Theologe und Inhaber eines christlichen Reisebüros in Prag. Er arbeitete in den 1990er Jahren im Prager Büro der Ackermann-Gemeinde und war an der Gründung der Sdružení Ackermann-Gemeinde im Jahr 1999 beteiligt. Im Gespräch berichtet er vom Wirken der deutschen Ackermann-Gemeinde in Tschechien nach der Revolution, das eng mit der Person von Anton Otte verbunden ist. Zudem geht er auf die Entstehung der tschechischen Schwesterorganisation in Prag ein und erläutert, warum diese sich den Namen „Sdružení Ackermann-Gemeinde“ gewählt hat.
2021-07-0545 minPerfectly Integrated
Perfectly Integrated14. The Lifetime Income Model with Phil Lubinski & Raymond LucasGreat 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 work with their clients. The trio talk about this model and how it transitioned from a great idea to a successful tool. Phil & Raymond discusses: What the Lifetime Income Model is and how it works The ideation process of t...
2021-07-0132 minPerfectly Integrated
Perfectly Integrated13. Helping Business Owners Get The Most With Their Businesses With Rich Austin & Homer SmithAs 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 face. Rich and Homer give advice to business owners to help them prepare to make the bigger decisions within the business. Rich & Homer discusses: What inspired them to begin working with business owners The biggest challenges that business ow...
2021-06-1724 minPerfectly Integrated
Perfectly Integrated12. The Breakaway Advisor With Todd Bessey & Robert SandrewTaking 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 process of taking that leap of faith. The three dive into conversation about Todd’s experience taking the leap and how Rob was there every step of the way! Todd and Rob discuss: Todd’s story of taking the leap...
2021-06-1022 minSiebeneinhalbmal Ackermann-Gemeinde
Siebeneinhalbmal Ackermann-GemeindeFolge 2: Niklas Zimmermann - "Das Gedankengut der Ackermann-Gemeinde hat sich durchgesetzt"Der Historiker Niklas Zimmermann, Voluntär bei der Frankfurter Allgemeinen Zeitung, beschäftigt sich in seiner  Promotion mit der Ackermann-Gemeinde "zwischen „sudetendeutscher Volksgruppe“ und  deutsch-tschechischer Verständigung" in den Jahren von 1946 bis 2004. Er hat Archive in Deutschland und Tschechien ausgewertet sowie ergänzend Interviews geführt. Im Gespräch blickt er auf die besondere Rolle, die die Ackermann-Gemeinde über die Jahrzehnte in der Verständigung zwischen Sudetendeutschen und Tschechen gespielt hat.
2021-02-0235 min