Perfectly Integrated

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? With the right tools and storytelling, host Matt Ackermann, along side his friends & colleagues Andree Mohr, President of Integrated Partners, and Paul Saganey, Founder & CEO of Integrated Partners wrote a book to guide you to becoming the star of your practice because there is a better way! As a financial advisor you may not see the similarities between yourself and Elton John or Taylor Swift but in the next 30 minutes you’ll understand the reference and you’ll be ignited to learn more. Its not how hard you work, it’s how effective you work. About the Book Get your copy here! For entrepreneurial financial advisors, becoming the star of your practice can feel impossible. You’ve spent your career working so hard IN the business that you’ve forgotten to work ON the business. At some point, you need to stop carrying the amps and take center stage. This book takes you through analogies from rock stars, legendary artists and emerging musicians to help you develop the financial advisory practice of your dreams. It is time to take your business to the next level while you shine in the spotlight! Utilizing successful business processes created at Integrated Partners, “Center Stage: How to Become the Star of Your Practice” is a framework of carefully crafted stories, first-person narratives, and applicable takeaway “music lessons” to help you and your business shine one step at a time. This book will help you discover how to evaluate your practice goals, ramp up your marketing strategies, find the right growth partners, establish a qualified team to drive the practice to the next level, and much more. The mic checks are done, and the curtain is ready to rise. Are you ready to make your entrance and take center stage? Your practice, your partners, and that entrepreneur inside of you certainly is.   About Our Guest: Andree Mohr Andree Mohr takes great pride in her ability to effectively transition advisors to Integrated, creating a smooth process for all involved. Our partner firms have made an important decision by choosing Integrated Partners. Having managed the transition of over 160 advisors and 50,000+ client accounts, Andree has witnessed first-hand how crucial it is to maintain discipline, apply a strong process and ensure that she is with our new team members every step of the way as they come aboard. Paul Saganey As a practicing advisor for over 30 years Paul Saganey understands what it’s like to build a strong practice and deepen my existing relationships. When he launched integrated in 1996, his goal was to build an organization that offers vision, support and direction for the future growth of our practices. By collaborating with industry professionals and my peers, Paul researches the economic and regulatory landscape to successfully reach that goal. Connect with Andree Mohr: LinkedIn: Andree Mohr Connect with Paul Saganey: LinkedIn: Paul Saganey Connect With Matt Ackermann: [email protected] (781)890-3045 Integrated Partners LinkedIn: Matt Ackermann LinkedIn: Integrated Partners Twitter: Integrated Partners   Disclosure: 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.

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 Bryn Mawr Trust, on his career shift to Bryn Mawr Trust, simplifying wealth management complexities, and personal brand development. Jamie explores his journey through personal experience and professional development in different companies and what the future holds for him and the industry. Jamie discusses: Why he transitioned to Bryn Mawr Trust His approach to simplifying wealth management topics How he built his personal brand to connect with his audience What the future of wealth management and technology will look like And more Connect With Jamie Hopkins: LinkedIn: Jamie Hopkins Bryn Mawr Trust Connect With Matt Ackermann: [email protected] (781)890-3045 Integrated Partners LinkedIn: Matt Ackermann LinkedIn: Integrated Partners Twitter: Integrated Partners Disclosure: 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. Jamie Hopkins is a separate entity and not affiliated with Integrated Partners and LPL Financial.

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 Lemoine, Director of Personal Financial Planning at the University of Illinois, on the next generation of financial planning and how the industry has changed over the past 25 years. They talk about the value of internships, apprenticeships, and competitions for students, as well as the challenges of technology and social media. Craig discusses: How financial planning has evolved as an industry What skills and tools the next generations brings to financial planning How the increase in technology use impacts the way they view information How that technology impacts their communication and relationship with clients And more Connect With Craig Lemoine: LinkedIn: Craig Lemoine University of Illinois Connect With Matt Ackermann: [email protected] (781)890-3045 Integrated Partners LinkedIn: Matt Ackermann LinkedIn: Integrated Partners Twitter: Integrated Partners About Our Guest: Craig Lemoine is the Director of the Financial Planning Program at the University of Illinois, Urbana-Champaign. He serves as an Associate Clinical Professor, teaching courses in risk management, retirement and financial planning. Craig earned his PhD from Texas Tech University in 2013 and currently holds the Certified Financial Planner and Master Registered Financial Consultant designations. Craig currently serves as the Executive Director of the Academy for Home Equity in Financial Planning, vice-chairman of the Master Registered Financial Consultant Board and is working with his team to develop specialized content in the area of agriculture-focused financial planning. Previously, Craig served on and chaired the CFP® Council of Examination (2009-2014) and was the Executive Director of the Northwestern Mutual Granum Center for Financial at The American College of Financial Services in Bryn Mawr, PA. Disclosure: 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. Craig Lemoine is Director of Personal Financial Planning at the University of Illinois and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

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 Benson, Vice President of Strategic Relations at Integrated Partners, on why relationships, service and care are essential in an industry focused on money. Josh shares how he works to create a connection between other advisors and clients and why he builds those connections. Josh discusses: Why service is essential in the financial services space The importance of culture within the services How his role supports advisor growth within Integrated Partners What is his vision for success look like And more Resources: Connect With Matt Ackermann: [email protected] (781)890-3045 Integrated Partners LinkedIn: Matt Ackermann LinkedIn: Integrated Partners Twitter: Integrated Partners About Our Guest: During his impressive tenure at Orion, Josh has earned a reputation as a trusted advisor, working closely with financial professionals to provide customized consultations, comprehensive training sessions, and exceptional service. Now, as part of the Integrated Partners team, Josh brings his wealth of knowledge and unwavering dedication to building strong partnerships within our organization. Disclosure: 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.

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 creative is essential to marketing. Angel explores some examples of creative marketing strategies and why they are essential for financial advisors to understand, whether they think about marketing or not. Angel discusses: Why creative thinking matters in financial marketing How to moderate or enhance creativity through teamwork Where personalization and customizations fit within a marketing strategy How marketing infiltrates every aspect of business and the importance of understanding your marketing And more Resources: Allegra Allergy Commercial eTrade Commercial Connect With Angel Gonzalez: LinkedIn: Angel Gonzalez Snappy Kraken Connect With Matt Ackermann: [email protected] (781)890-3045 Integrated Partners LinkedIn: Matt Ackermann LinkedIn: Integrated Partners Twitter: Integrated Partners About Our Guest: Angel D. Gonzalez is one of three founders and currently serves as Chief Marketing Officer for Snappy Kraken, overseeing the company’s brand, voice and content strategy. His big focus is in copywriting, marketing strategy, content creation, and product development. Angel spends a big part of his days connecting the different pieces of marketing campaigns and collaborating with his team. Disclosure: 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. Angel Gonzalez is Co-Founder of Snappy Kraken and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

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, and Jason Grantz, Managing Director of Sales and Marketing at Integrated Pension Services. Together they unpack the Secure Act 2.0 and how those changes impact retirement planning for retirees and pre-retirees. Will and Jason discuss: How have the updates to the Secure Act changed the way pre-retirees plan for retirement What are the immediate and future impacts of the changes made to the Secure Act 2.0 How student debt has evolved to become an essential part of long-term financial planning The possibilities of future changes and how those changes could impact the way retirement plans are built And more Connect with Will Hackler: LinkedIn: Will Hackler Integrated Pension Services Connect With Jason Grantz: LinkedIn: Jason Grantz Integrated Pension Services Connect With Matt Ackermann: [email protected] (781)890-3045 Integrated Partners LinkedIn: Matt Ackermann LinkedIn: Integrated Partners Twitter: Integrated Partners About Our Guest: William D. Hackler has worked extensively in the administration of 401(k), pension and profit-sharing plans since 1995. He graduated from Bryant University with a B.S. in Finance and earned the American Society of Pension Professionals and Actuaries designation of Qualified 401(k) Administrator (QKA). Will constantly pursues the newest technologies to provide world-class service and the best solutions available for his clients. His mission is to provide superior service and to help others chart a course for success. As the Managing Director of the Institutional Retirement Plans Sales & Marketing teams for Integrated Pension Services, Jason Grantz is responsible for all Top Line Revenue creation. This includes overseeing all sales and marketing staff, establishing goals and implementing plans to achieve these goals for the firm and its clients. With over 25 years of experience in every aspect of retirement plan and pension consulting, including plan design, operations, investments, and advanced fiduciary plan governance, his main mission is simple: to expand retirement security nationally and help defeat elder poverty by creating more well-designed plans. Disclosure: 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. Will Hackler and Jason Grantz are with Integrated Pension Services and are a separate entity and not affiliated with Integrated Partners and LPL Financial.

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 balanced growth within the advisor industry. Steve dives into the differences between organic and M&A growth and how they benefit businesses together rather than separately. Steve discusses: Why a lack of organic growth reduces a companies future growth How have advisors changed the way they build their business The importance of balancing organic growth with M&A growth What can advisors do to start their journey towards growth And more Connect With Steve Sanduski: Steve Sanduski Steve Sanduski Website ROL Advisor Connect With Matt Ackermann: [email protected] (781)890-3045 Integrated Partners LinkedIn: Matt Ackermann LinkedIn: Integrated Partners Twitter: Integrated Partners Disclosure: 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. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial. 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. Steve Sanduski CEO Advisor Network, and all other mentioned individuals and entities are not affiliated with Integrated Financial Partners or LPL Financial.