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Perfectly Integrated

by Matt Ackermann

Welcome to Perfectly Integrated, a podcast for everyone empowered by wealth and finance. The truth is, managing money requires teamwork, but why and how? Each week we will explore the power of wealth and how to make it work for you instead of the other way around. Perfectly Integrated is hosted by Matt Ackermann, the chief content officer at Integrated Partners and a super veteran of wealth management

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Episodes

  1. What’s Your Practice Really Worth? The CPA Valuation Playbook [Episode 69]

    What’s Your Practice Really Worth? The CPA Valuation Playbook Valuations for CPA firms have never been higher, and the reasons have very little to do with tax returns. Matt Ackerman is joined by Geoff Bruskin, founder and managing partner of White Tiger Connections, along with John Pastore and...

  2. The Myth of Balance: How Entrepreneurial Dads Can Master Intentional Presence [Episode 68]

    “There are no perfect dads… focus on quality versus worrying about quantity.” As an ambitious, entrepreneur, your calendar is packed with 50, 60, or 70-hour workweeks dedicated to providing stability for your family. But when the dust settles, what kind of presence are you delivering at home? In...

  3. RIAs: Historic Greatness or Mediocrity? An Interview with David Devoe [Episode 67]

    2025 was a year of historic growth for RIA’s as deal volume surged. But what’s next for the industry? Host Matt Ackermann chats with David DeVoe, the maestro of data from Devoe & Company, to break down what’s driving convergence and what it signals for the future. Dave explains why M&A is now...

  4. 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 the industry. The conversation focuses on how Smart KX is bringing transparency, confidence, and...

  5. 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 President, Integrated Partners), Anthony Marotti (Private Wealth Advisor, Integrated Partners), and…

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  6. 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 the critical intersection of technology, marketing, and branding. Liz shares her experience...

  7. 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...

  8. 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 Alex Laipple, the chief growth officer at Ethic, to discuss the firm’s robust approach to wealth...

  9. 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, host Matt Ackermann sits down with Paul Saganey, Founder and CEO of Integrated Partners, and John...

  10. 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 no whistleblower protection and no safety net, Mona was fired. But that moment became the catalyst...

  11. 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 services are delivered. In this episode our host, Matt Ackermann, chats with two trailblazers, Mark...

  12. 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 everyone? Matt loves a good-origin story and Rich delivers with his honest, family-oriented...

  13. Leveling Up in an Ever-Evolving Industry with Sam Diarbakerly [Ep. 57]

    Ever wonder what’s fueling young and ambitious independent advisors? What are they doing to stand out among their seasoned competitors? What about Integrated Partners makes them a great fit for entrepreneurial advisors at any stage of their professional journey? In this episode, Matt Ackermann is...

  14. 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 feeling like you have to do everything and often ask yourself… is there a better way? … Read More Read...

  15. 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 Ackermann is joined by Bridget Grimes, President of WealthChoice, co-founder of Equita Financial...

  16. 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 crowd? In this episode, Matt Ackermann speaks with Jamie Hopkins, a financial services advocate with...

  17. 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 planning? Focusing your career on this new industry? It was a whole new world back in 1973. In...

  18. 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 strategies and communication with clients? In this episode, Matt Ackermann speaks with Craig...

  19. 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, Matt Ackermann is joined by Peter Kaplan with Integrated Partners, in discussing the importance…

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  20. Focusing 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...

  21. The 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...

  22. How 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...

  23. The 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…

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  24. An 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…

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  25. The 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...

  26. The 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...

  27. Making 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…

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  28. The 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...

  29. Advice 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...

  30. Finding – 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…

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  31. How 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...

  32. The 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...

  33. Social 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...

  34. It’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,...

  35. Find 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...

  36. The 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…

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  37. The 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...

  38. Competition, 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...

  39. Let’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...

  40. Brand 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 … Read More...

  41. Behavioral 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...

  42. 26. Real Impact With Investments With Gabe Rissman

    Everyone 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…

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  43. 25. The Definition Of Innovation With Marc Butler

    They 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...

  44. 24. There Are No Bad Ideas In Marketing With Robert Sofia

    Putting 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...

  45. 23. Plan For Retirement With A Retirement Plan Expert With Jason Grantz

    Several 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...

  46. 22. The Journey Into The Unknown With David Kline And Robert Sandrew Chief Growth Officer

    50% 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...

  47. 21. How To Empower The Fearful Investor With Aaron Klein

    There 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...

  48. 20. Turn Visions Of Growth Into Reality With Paul Saganey and Angie Herbers

    Growth 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 &...

  49. 19. The Critical Superpower Of Financial Advisors With Jay Coulter

    Resilient. 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...

  50. 18. CRM – The Central Nervous System to a Great Advisory Practice with Brian McLaughlin

    What 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…

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ABOUT THIS SHOW

Welcome to Perfectly Integrated, a podcast for everyone empowered by wealth and finance. The truth is, managing money requires teamwork, but why and how? Each week we will explore the power of wealth and how to make it work for you instead of the other way around. Perfectly Integrated is hosted by Matt Ackermann, the chief content officer at Integrated Partners and a super veteran of wealth management

HOSTED BY

Matt Ackermann

CATEGORIES

business marketing

Frequently Asked Questions

How many episodes does Perfectly Integrated have?

Perfectly Integrated currently has 67 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is Perfectly Integrated about?

Welcome to Perfectly Integrated, a podcast for everyone empowered by wealth and finance. The truth is, managing money requires teamwork, but why and how? Each week we will explore the power of wealth and how to make it work for you instead of the other way around. Perfectly Integrated is hosted by...

How often does Perfectly Integrated release new episodes?

Perfectly Integrated has 67 episodes. Check the episode list to see recent publication dates and frequency.

Where can I listen to Perfectly Integrated?

You can listen to Perfectly Integrated on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.

Who hosts Perfectly Integrated?

Perfectly Integrated is created and hosted by Matt Ackermann.
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