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 Conference in Huntington Beach, Calif. The “Dream Team” shared their perspectives on key industry developments they are focusing on to help support its network of advisors. Key Discussion Points: Embracing AI: The conversation touches on the massive interest in AI and the need for better user experience as these tools evolve. The Power of Culture and Youth: How can we embrace and build up the next generation of advisors, whose energy is driving the industry’s future direction? Strategic Partnerships: What is the value of connection in the wealth management industry? The team discusses some key strategic partners, from large tech firms like eMoney to newer services like Wealth.com and Flourish, which help Integrated advisors’ to thrive. The episode concluded with a fun, rapid-fire question about the team’s favorite and least favorite cities for hosting a conference. Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.

Episode details come from the podcast's RSS feed.

Embed this episode

Attribution link and audio player

Ready to play

Hot Takes from Future Proof [Episode 63]

0:00 14:39

No transcript yet.

Requests help us decide what to transcribe next.

Share this episode

Similar podcasts

The Course Mentors Podcast The Course Mentors Hey there, future course creator! Ever feel like turning your know-how into an online course is like trying to solve a Rubik's cube blindfolded? Well, grab your headphones because "The Course Mentors Podcast" is here to be your secret weapon! Meet Aimee and Odette (that's us!), your new best friends in the course creation world. We've been in the trenches for over a decade, and for the last five years, we've been rocking the online course space. Now we're here to spill all our secrets in bite-sized, 15-20 minute episodes that'll fit perfectly in your coffee breaks. No fluff, no filler - just real, actionable advice that'll take you from "um, what's a landing page?" to "holy moly, I just hit six figures!". We're talking everything from crafting your course to marketing it like a pro and building a business that'll have you pinching yourself. Whether you're dreaming of ditching the 9-to-5 grind, adding a sweet extra income str Marketing Tips for Doctors Barbara Hales This podcast is for you if you are a doctor, dentist, integrated health physician, chiropractor, or any other type of health provider. Learn how to free up your time, earn 5-star ratings, and learn marketing secrets that have been proven to work on this show with Barbara and her guests. As medical pros, you have to market yourself to be successful. Listen and hear more about how Barbara created her proven marketing system for her thriving private practice. Master the marketing techniques to attract ideal patients, develop a stronger rapport, grow your practice and boost your rankings!

Frequently asked questions

How long is this episode of Perfectly Integrated?

This episode is 14 minutes long.

When was this Perfectly Integrated episode published?

This episode was published on January 20, 2026.

Can I download this Perfectly Integrated episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.