Perfectly Integrated

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

Episodes

The Helping Mindset with Rich Osman [Ep. 58]

May 22, 2025

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 beginning that taught him invaluable lessons that brought him …

Read More Read More

Mark as Played

Leveling up in an ever-evolving industry with Sam Diarbakerly [Ep. 57]

March 12, 2025

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 joined by Samuel Diarbakerly, Founder and CEO of the Boston-based …

Centerstage: How to Become the Star of Your Practice [Ep. 55]

May 9, 2024 • 27 mins

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 More

Mark as Played

Empowering Women in Finance With Bridget Grimes (Ep.54)

December 20, 2023 • 21 mins

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 Network and a wealth advisor for executive women. Bridget shares her …

Navigating Career Transitions & Simplifying Wealth Management With Jamie Hopkins [Episode 52]

November 22, 2023 • 26 mins

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 …

Read More Read More

Mark as Played

An Origin Story of Financial Planning With Ben Combs (Ep. 51)

November 8, 2023 • 19 mins

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 this episode, Matt Ackermann …

Read More Read More

Mark as Played

The Future of Financial Planning With Craig Lemoine (Ep. 50)

October 25, 2023 • 24 mins

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 …

Exploring Insurance in Financial Planning With Peter Kaplan (Ep. 49)

September 13, 2023 • 28 mins

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 of insurance in financial planning and the need for customized solutions …

Focusing on the Service and Care in a Dollar-Centric Industry With Josh Benson (Ep. 48)

August 2, 2023 • 26 mins

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 …

Mark as Played

The Rules of Advertisement, Endorsements and Referrals With John Cataldo (Ep. 47)

July 12, 2023 • 26 mins

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 Officer at Integrated Partners, in discussing the importance of understanding …

How Creative Marketing Shapes Financial Planning Practices With Angel Gonzalez (Ep. 46)

April 12, 2023 • 31 mins

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 …

Read More Read More

Mark as Played

The Growing Role of CPAs in Financial Planning With Seth Fineberg and Paul Saganey (Ep. 45)

March 22, 2023 • 28 mins

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 industry consultant, and Paul Saganey from Integrated Partners. They focus …

An Update On Retirement Planning Using Secure Act 2.0 With Will Hackler And Jason Grantz (Ep. 44)

February 8, 2023 • 32 mins

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 …

Read More Read More

Mark as Played

The CrossFit and Finance Crossover With Jessica Bost (Ep.43)

January 18, 2023 • 31 mins

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 the gym, to motivating clients from a …

Read More Read More

Mark as Played

The Advisors Growth Conundrum With Steve Sanduski (Ep. 42)

January 4, 2023 • 29 mins

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. …

Read More Read More

Mark as Played

Making The Great Even Better With John Pastore and Steve Vono (Ep. 41)

December 21, 2022 • 35 mins

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 Manager of Integrated Partners, and Steve Vono, Senior Vice …

Read More Read More

Mark as Played

The Power Of Partnerships In Growth With David Kline (Ep. 40)

December 8, 2022 • 25 mins

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 between partnerships and growth within the business. David and Mark …

Advice for the Next Generation of Financial Planners With Patrick Mahoney and Dennis Moore (Ep. 39)

October 26, 2022 • 31 mins

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 Association, and Dennis Moore, President of Financial Planners Association, …

Finding – And Keeping – Amazing Talent With Andree Mohr and Liz Manibay (Ep.38)

August 10, 2022 • 32 mins

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, Managing Director of Charles Schwab, on finding and keeping great …

Read More Read More

Mark as Played

How Recessions Opened Possibilities For Independent Practices With Brad Bueermann (Ep. 37)

July 27, 2022 • 35 mins

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 discussing …

Read More Read More

Mark as Played

Popular Podcasts

Bookmarked by Reese's Book Club

Welcome to Bookmarked by Reese’s Book Club — the podcast where great stories, bold women, and irresistible conversations collide! Hosted by award-winning journalist Danielle Robay, each week new episodes balance thoughtful literary insight with the fervor of buzzy book trends, pop culture and more. Bookmarked brings together celebrities, tastemakers, influencers and authors from Reese's Book Club and beyond to share stories that transcend the page. Pull up a chair. You’re not just listening — you’re part of the conversation.

On Purpose with Jay Shetty

I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

24/7 News: The Latest

The latest news in 4 minutes updated every hour, every day.

The Bobby Bones Show

Listen to 'The Bobby Bones Show' by downloading the daily full replay.

Advertise With Us

Perfectly Integrated

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}The Helping Mindset with Rich Osman [Ep. 58]

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}Leveling up in an ever-evolving industry with Sam Diarbakerly [Ep. 57]

Centerstage: How to Become the Star of Your Practice [Ep. 55]

Empowering Women in Finance With Bridget Grimes (Ep.54)

Navigating Career Transitions & Simplifying Wealth Management With Jamie Hopkins [Episode 52]

An Origin Story of Financial Planning With Ben Combs (Ep. 51)

The Future of Financial Planning With Craig Lemoine (Ep. 50)

Exploring Insurance in Financial Planning With Peter Kaplan (Ep. 49)

Focusing on the Service and Care in a Dollar-Centric Industry With Josh Benson (Ep. 48)

The Rules of Advertisement, Endorsements and Referrals With John Cataldo (Ep. 47)

How Creative Marketing Shapes Financial Planning Practices With Angel Gonzalez (Ep. 46)

The Growing Role of CPAs in Financial Planning With Seth Fineberg and Paul Saganey (Ep. 45)

An Update On Retirement Planning Using Secure Act 2.0 With Will Hackler And Jason Grantz (Ep. 44)

The CrossFit and Finance Crossover With Jessica Bost (Ep.43)

The Advisors Growth Conundrum With Steve Sanduski (Ep. 42)

Making The Great Even Better With John Pastore and Steve Vono (Ep. 41)

The Power Of Partnerships In Growth With David Kline (Ep. 40)

Advice for the Next Generation of Financial Planners With Patrick Mahoney and Dennis Moore (Ep. 39)

Finding – And Keeping – Amazing Talent With Andree Mohr and Liz Manibay (Ep.38)

How Recessions Opened Possibilities For Independent Practices With Brad Bueermann (Ep. 37)

Popular Podcasts

The Helping Mindset with Rich Osman [Ep. 58]

Leveling up in an ever-evolving industry with Sam Diarbakerly [Ep. 57]