ABOUT THIS PODCAST 🔗
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
Hosts:
Update frequency:
every 46 days
Average audio length:
28 minutes
Guest interviews
Has sponsors
Video podcast
English
United States
68 episodes
since Nov. 20, 2020
episodic
LATEST EPISODE 🔗
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 Cl…
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PREVIOUS EPISODES 🔗
“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 delive…
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&…
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 in…
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 Craig…
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 co-f…
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 deve…
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 wealt…
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 Pa…
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 f…
Disclaimer: The podcast and artwork embedded on this page are from Matt Ackermann, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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