Investing with Intention & Personalization [Episode 62]

Investing with Intention & Personalization [Episode 62]

From Perfectly Integrated by Matt Ackermann

January 13, 2026 · 17 min

About this episode

Matt Ackermann discusses hyper customization in investing with Alex Laipple from Ethic.

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 management. Ethic, which has grown to $7.5 billion under management, helps advisors and partners “invest with intention” through personalization. Key Takeaways: The Power of Personalization: Investing must be personal to be sustainable. Ethic drives this experience using technology to make personalized, scalable solutions accessible. Intention in Models: While personalization is critical, advisors need a balanced, intentional approach to model portfolios (avoiding both too few and too many options) to maintain scalability. Standing Out Through Storytelling: Effective marketing for advisors involves being focused and robust. Ethic supports this by using its in-house video studio to create high-quality content that amplifies partners’ stories and helps clients digest complex investment solutions. The Future of Wealth Transfer: It is important to deliver a robust experience to…

People in this episode

Host: Matt Ackermann

Guest: Alex Laipple

Topics covered

  • investing
  • personalization
  • wealth management
  • storytelling
  • wealth transfer

Keywords

  • hyper customization
  • wealth management
  • personalized investing
  • investment solutions
  • wealth transfer

Mentioned in this episode

Organizations: Ethic, Future Proof Conference

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