EPISODE · Jul 18, 2024 · 35 MIN
Matt Ackermann - Center Stage: What Music Can Teach Advisors About Practice Management
from Standard Deviations with Dr. Daniel Crosby · host Matt Ackermann, Dr. Daniel Crosby
Tune in to hear: What can Elton John’s stage name teach advisors about how to make and set goals? What can Weezer teach advisors about workflows? What is the DICE acronym that can help advisors create a process around their practice? How can advisors find a partner best suited for their practice and how can this power growth? Also, how should advisors approach due diligence when selecting a partner? What are some “comfort traps” advisors might fall into and what can The Beatles teach us about avoiding these? What will it take to make people more proactive and thoughtful about succession planning and what can Lynyrd Skynyrd teach us about this? Links Matt Ackermann on LinkedIn Center Stage: How to Become the Star of Your Practice Integrated Partners Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Compliance Code: 1373-OAS-5/30/2024
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What this episode covers
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Matt Ackermann, Chief Content Officer at Integrated Partners. Matt supports Integrated Partners’ growth by creating content that enlightens, informs and entertains. He loves shining a spotlight on the incredible advisors and leaders at Integrated. He really enjoys leveraging blogs, podcasts and multimedia to highlight the incredible talent at Integrated Partners. He has spent his career coloring inside — and at times outside - the lines with amazing content. Through incredible storytelling, Integrated shares the amazing work that their advisors are doing from coast to coast. He has spent the past 20 years working for various wealth management media outlets to create content that really stands apart. Before joining Integrated in 2020, he was director of multimedia at InvestmentNews, where he was honored with 15 ASPBE awards for digital content creation, including Practice Makeover, a reality series about helping financial advisors jumpstart their business, and a documentary on impact investing that debuted at the United Nations in 2019. Before working at InvestmentNews, Matt worked at Financial Planning, American Banker and the New Jersey Law Journal, where he was honored with the New Jersey Press Association’s “Rookie of the Year'' Award in 1997. Most people would be surprised to discover that Matt has coached semi-pro baseball for the past 25 years, accumulating over 600 wins, three New Jersey state titles, and the 2019 Metropolitan Baseball League Title. When he’s not coaching baseball, he is spending time with his wife Marisa, who is a counseling director at Verona High School, and their two sons, CJ and Ryan.
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Matt Ackermann - Center Stage: What Music Can Teach Advisors About Practice Management
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