Democratizing the Family Office Approach: GCA’s Vision for Modern Advice (Ep. 1) скачать в хорошем качестве

Democratizing the Family Office Approach: GCA’s Vision for Modern Advice (Ep. 1)

What's the real secret to building and managing significant wealth? Dive into the inaugural episode of the G360 Wealth Podcast with Sam Diarbakerly, Founder of Generation Capital Advisors, as we uncover what sets Generation Capital Advisors apart. Joined by Matt Ackerman, Chief Brand Officer at Integrate Partners, Sam shares his vision and the passion driving his team from being a modern, holistic wealth management firm to acting as an outsourced CFO for ultra-high-net-worth clients. Sam and Matt discuss: The five distinct pillars of wealth management that guide Generation Capital's approach [00:01:02] Innovative strategies for cross-generational wealth education and empowerment [00:06:56] Using technology and personalized service to deliver a world-class client experience [00:13:57] A proactive approach to financial education, breaking the "money silence" for future generations [00:21:02] And more Connect with Sam Diarbakerly: LinkedIn: Sam Diarbakerly -   / samuel-diarbakerly-381a3052   LinkedIn: Generational Capital Advisors -   / generation-capital-advisors   Connect With Matt Ackermann: [email protected] (781) 890-3045 Integrated Partners - https://integrated-partners.com/ LinkedIn: Matt Ackermann -   / matt-ackermann-chief-brand-officer-b21a0515   LinkedIn: Integrated Partners -   / integrated-partners   Twitter: Integrated Partners -   / integrated4fas   About Our Guest: Matt Ackerman supports Integrated Partners’ growth by creating content that enlightens, informs, and entertains. He’s passionate about shining a spotlight on the incredible advisors and thought leaders at Integrated, using blogs, podcasts, and multimedia to showcase their talent in meaningful ways. Known for bringing creativity and energy to every role, Matt has always considered himself lucky to have “the fun job.” Throughout his career, he’s used storytelling to highlight the outstanding work of financial advisors across the country—sometimes coloring inside the lines, and other times boldly stepping outside them. With more than 20 years of experience in wealth management media, Matt joined Integrated in 2020 after serving as director of multimedia at InvestmentNews, where he earned 15 ASPBE awards for digital content creation. His work included Practice Makeover, a reality series aimed at helping advisors revamp their businesses, and a documentary on impact investing that premiered at the United Nations in 2019. Prior to that, he held roles at Financial Planning, American Banker, and the New Jersey Law Journal, where he was named “Rookie of the Year” by the New Jersey Press Association in 1997.