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Recent Episodes
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…
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 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…
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…
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…
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…
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,…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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Perfectly Integrated has published 65 episodes since November 2020, covering topics in Business, Marketing.
Perfectly Integrated is currently highly active with new episodes every 2 weeks. Average episode length is 27m.
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