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
“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 delivering at home?
In this special Father’s Day episode of Perfectly Integrated, host Matt Ackerman sits down for a raw, vulnerable, an...
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&A is now “embedded in the DNA” of the RIA space, revealing that the desire for scale is currently the biggest dr...
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 innovative technology to the complex process of fee calculation.
Lacy Shrum explains that traditional advisor billing—often done qua...
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 Eaton (Eaton Advisory Group, CPA) discussing their successful partnership within the Integrated Partners CPA alliance.
The CPA Alliance:...
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-founding F2 Strategy nearly a decade ago, noting that the firm is the largest pure-play wealth management tech consultancy, focused on help...
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 developments they are focusing on to help support its network of advisors.
Key Discussion Points:
- Embracing AI: The convers...
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” th...
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 Pastore Jr., Wealth Advisor and Vice President of Integrated Partners, to unpack the story behind the firm’s renowned CPA Allian...
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 for something greater.
Determined to build a life defined by honesty, compassion, and independence, Mona became a financial advisor on he...
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