Perfectly Integrated

Matt Ackermann
  • 3.8 (6)
  • MARKETING
  • UPDATED BIMONTHLY

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

  1. 10/30/2025

    The Development and Milestones of the CPA Alliance with Paul Saganey and John Pastore Jr. [Episode 61]

    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 … Read More Read More

    41 min

  2. 10/30/2025

    The Accidental Advisor with Mona Santos [Episode 60]

    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 … Read More Read More

  3. 08/02/2025

    When Forces Align: Building a One-Stop Firm Through Partnership with Mark Mitamura and Craig Ima [Episode 59]

    Episode Summary What happens when leaders of a thriving wealth management firm and a forward-thinking accounting practice join forces? You get a powerhouse partnership that redefines how financial services are delivered. In this episode our host, Matt Ackermann, chats with two trailblazers, Mark Mitamura of The Reserve Investments and Craig Ima of Windes (Accounting & … Read More Read More

    26 min

  4. 05/22/2025 · VIDEO

    The Helping Mindset with Rich Osman [Ep. 58]

    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

  5. 03/12/2025 · VIDEO

    Leveling Up in an Ever-Evolving Industry with Sam Diarbakerly [Ep. 57]

    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 … Read More Read More

  6. 05/09/2024

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

    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

    27 min

  7. 12/20/2023

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

    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 … Read More Read More

    22 min

  8. 11/22/2023

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

    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

    26 min
See All (59)

3.8
out of 5
6 Ratings

About

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

Information

  • Creator
    Matt Ackermann
  • Years Active
    2020 - 2025
  • Episodes
    59
  • Rating
    Clean
  • Copyright
    © Perfectly Integrated All Rights Reserved
  • Show Website
    Perfectly Integrated