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Wicked Pissah Podcast

Business & Economics Podcasts

The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA NE), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for engaging discussions and insightful content!

The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA NE), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for engaging discussions and insightful content!

Location:

United States

Description:

The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA NE), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for engaging discussions and insightful content!

Twitter:

@fpa_ma

Language:

English

Contact:

5083201685


Episodes

Episode 99 - Donna Allard & Kris Tower, OneFPA Advisory Council

1/18/2022
Former FPA Chapter Presidents Donna Allard from Rhode Island and Kris Tower from Colorado share their thoughts on the OneFPA Advisory Council and how it facilitates better communication between the association and its members and how it provides macro strategic input from chapters to the Board of Directors on key issues impacting FPA and the profession of financial planning. Donna Allard: DAllard@sowafinancial.com https://www.sowafinancial.com/our-team Kris Tower:...

Duration:00:59:58

Episode 98 - Vanessa Oligino , Absolute Engagement

1/11/2022
In this episode, Vanessa Oligino joins us from Absolute Engagement. Vanessa shares with our listeners some practice management and communication tips to start the year off strong and how she and her team help advisory firms design and implement a meaningful voice in their client engagement strategy. Contact through Website: https://absoluteengagement.com

Duration:00:35:17

Episode 97 - Hannah Moore, Heart of Financial Planner Award, FPA Externship

12/28/2021
For our last show of the year, Hannah Moore, CFP®, a 2021 FPA Heart of Financial Planning award recipient, shares her experiences creating the extraordinarily successful FPA Externship. Hannah tells the story of her career development, podcasting, and more. Website: guidingwealth.com Hannah's Contact Info: hannah@guidingwealth.com (214) 810-3835 https://www.linkedin.com/in/hannahmoorecfp/

Duration:00:43:00

Episode 96 - Laurie Dubchansky, Havaplan Financial

12/21/2021
This week, we are joined by 2021 FPA Heart of Financial Planning Award winner Laurie Dubchansky, CFP®. She's the owner and founder of Havaplan Financial, where she provides hourly and project-based financial planning services to help clients, regardless of their wealth accumulation needs. A career changer with a master's and experience in health care administration, she also volunteers by offering pro-bono financial planning to college students, the military, and the...

Duration:00:34:02

Episode 95 - Kayla Holland, Kevin Clark, NexGen

12/14/2021
In an effort to facilitate the development of community among newer advisors, NexGen was formed. This is a community of younger planners and career changers. Meet our guests, Kevin Clark, CFP®, CIMA®, EA, the NexGen 2022 President and national leader, along with FPA New England’s 2022 chapter committee leader and Director, Kayla Holland, CFP®. Throughout this episode, along with podcast host, Chris Boyd, CFP®, CASL®, CEPS, Kayla and Kevin inform listeners about the activities and...

Duration:00:45:00

Episode 94 - Boston Private, Social Security

12/7/2021
Author and retirement business consultant Marcia Mantell, RMA®, Boston Private Director of Financial Planning Kathleen Kenealy, CFP®, and FPA MA Director of Programming Andrew Cipro, CIMA®, join us to discuss the importance of Social Security knowledge in financial and retirement planning. We'll hear their thoughts on what financial planners should discuss with their clients around retirement planning and the upcoming FPA MA education series for financial advisors on Social Security planning...

Duration:00:43:41

Episode 93 - Shannon Saccocia, Boston Private

11/30/2021
In this episode, we're joined by Boston Private's Chief Investment Officer Shannon Saccocia, CFA®, CIMA®. She shares with us her observations on how the COVID-19 pandemic has affected consumers and her asset allocation, and the impact of digital experience and technology on consumer behavior and how we invest. We also hear her thoughts on interest rates, inflation, and economic recovery.

Duration:00:54:07

Episode 92 - Bonnie Kirchner, Professional Ethics

11/23/2021
This week, we chat with author, teacher, and financial planner Bonnie Kirchner, CFP®, MST about her personal and professional journey, ethics in Financial Services, and her passion for the Financial Planning profession. Bonnie shares with us how she persevered after finding out her ex-husband was the architect of a $32 million Ponzi scheme and how she's using that experience to educate her fellow financial planners. She's the author of Who Can you Trust with Your Money?: Get the Help You...

Duration:00:39:54

Episode 91 - David Meerman Scott, Marketing Strategies

11/16/2021
In this episode, we chat with marketing strategist and bestselling author of 12 books, including Fanocracy, The New Rules of Marketing & PR, and Marketing Lessons from the Grateful Dead, David Meerman Scott. David shares with us his thoughts on marketing no-no's, breaking down barriers with your prospects, building identity to become more than a product/service, and adding value before the sale. #Marketing #RealTimeMarkeing #Sales #Value #FinancialPlanners #FinancialAdvisors #Connection...

Duration:00:48:35

Episode 90 - Chris Woods, FPA Diversity Committee

11/9/2021
Host Chris Boyd, CFP®, is joined by Chris Woods, CFP®, founder of Lifepoint Financial Group, and chairman of the Diversity & Inclusion (D&I) committee for the Financial Planning Association. Chris shares his inclusive approach to leading the D&I committee, its composition, current & planned initiatives, the diverse knowledge circles, and much more. He manages the wide range of opinions and perspectives on D&I, and the importance of growing a diverse Financial Planning workforce. Chris Woods...

Duration:00:48:29

Episode 89 - Joan McGrath, MA-RI Plan

11/2/2021
In this week’s episode, we’re joined by Joan McGrath, Executive Director of Planned Lifetime Assistance Network (PLAN) of Massachusetts and Rhode Island. PLAN MA RI is a 501©(3) organization, which just celebrated its 50 anniversary of helping family members of individuals with special needs and disabled individuals themselves. Joan shares with us how they help their clients, not only with the legal and financial issues of special needs planning, but also the case of life management issues...

Duration:00:35:07

Episode 88 - Paula Harris; Adam Minsky

10/28/2021
On this week’s episode, attorney Adam Minsky gives us an overview of the latest happenings around student loan cancellation, including eligibility and who benefits. We also hear from Paula Harris, financial advisor and author of Rise Up: A Widow’s Journal. She shares with us her work with widows and how she helps them navigate their journey after loss. Paula Harris: LinkedIn - https://www.linkedin.com/company/wh-cornerstone-investments/ Twitter -...

Duration:00:55:30

Episode 87 - Wicked Tech Talks - Ben Flood

10/19/2021
FPA Northern New England board member Ben Flood joins us to share with us the new Wicked Tech Talks webinar series coming to FPA Massachusetts and FPA Northern New England. The quarterly series will focus on how financial advisors and planners can use technology to improve practice management and improve the client experience. Vendors, consultants, and practitioners will present and participate in the series.

Duration:00:31:18

Episode 86 - ETF & Active Share Investing with Changebridge

10/5/2021
Ross Klein and Vince Lorusso from Changebridge Capital join us to discuss the advantages of active ETFs vs. mutual funds, the use of Active Share in investment management, and the inefficiencies in the ESG ecosystem. You'll hear about a process to identify securities, utilizing both quantitative and fundamental research, that may complement your traditional portfolios. Check out Changebridge social...

Duration:00:52:42

Episode 85 - FPA MA BOD - Past, Present, & Future

9/21/2021
Hear from the leadership of one of FPA's largest chapters. Massachusetts President Inna Rivilis shares with us what they're doing to improve their value proposition to members and partners and how their chapter is delivering content, programs, and continuing education (CE). Chairman Brad Wright discusses board governance, including leadership transition and mentoring, and member benefits, including Wicked Cool Talks (WCT), member spotlight, and volunteer opportunities. President-Elect Shaun...

Duration:00:44:57

Episode 84 - Client Engagement & Referals - Julie Littlechild

9/15/2021
Client experience expert Julie Littlechild is our guest, and she shares with us best practices for gathering feedback from clients and her recent research on referral marketing. We discuss what has changed in the financial advisory profession as a result of COVID 19, including which of those changes are temporary vs. a permanent shift. You’ll gain insight on how to better engage prospects and clients and promote your business.

Duration:00:52:27

Episode 83 - Revolutionize Retirement - Dr. Dorian Mintzer

9/8/2021
Psychologist and financial coach Dr. Dorian Mintzer joins us to discuss the changing landscape of retirement and how it’s no longer a destination, but more of a transition and journey. You’ll hear about the different pieces of the retirement puzzle, like finances, health, wellness, relationships, purpose, spirituality, and legacy, and how they fit together. Learn how to have deeper conversations with your clients and help them to live their retirement years, not by default, but by design.

Duration:00:49:03

Episode 82 - Portfolios & Public Policy - Michael Townsend, Charles Schwab, WashingtonWise Investor

8/5/2021
Michael Townsend joins WPP to update listeners on what's happening in Washington, DC and how that may impact portfolios. Included in our discussion are: impending volatility around extending the Debt Ceiling, 2022 government budget & continuing resolutions, risk of government shut down, the Infrastructure bill, and what some might call "the kitchen sink" bill for everything else. Additionally, Mike shares his take on what's most likely to pass for tax policy changes. Whether about the SEC,...

Duration:00:41:15

Episode 81 - Donna McKeon, Mortgage Network

8/3/2021
Returning to the podcast, Donna McKeon of Mortgage Network (http://www.mortgagesbydonna.com/) discusses residential mortgages. Starting with rates, the conversation turns to qualifications, cash out refinancing, first time home buyers, and some great tips regarding credit and strategies for this competitive real estate market. Join hosts Chris Boyd & Jeff Tomaneng for this Wicked Pissah Podcast. Donna McKeon Mortgage Network, INC Corporate NMLS #2668 (781) 642-2016 - Office (781)...

Duration:00:44:01

Episode 80 - State of the Financial Planning Association

7/27/2021
For a review of their recent webinar presentation on the state of the Financial Planning Association, Skip Schweiss, FPA 2021 President, Dennis Moore, FPA President-Elect, and Patrick Mahoney, FPA CEO, return to WPP with this week’s hosts Chris Boyd & Jeff Tomaneng. Patrick shares a great new member benefit, FPA Market Place, providing numerous outstanding discounts on programs and services for professional and personal use for members. Skip reminds members that Advocacy Day will occur...

Duration:01:02:35