Mike Byrnes of Byrnes Consulting shares numerous ideas with host Chris Boyd on how to improve your marketing to be a more effective financial advisor. Topics include: Position yourself for more referrals Enhancing trust with clients...
Revisiting the Advisor Alpha study and reminding advisors of the 3-P’s. Keeping clients focused first on the “why” & the planning can help keep clients on track and advisors’ business progressing in the face of financial industry...
Meredith Jones is an alternative investment consultant and an award winning author of Women of The Street: Why Female Money Managers Generate Higher Returns (And How You Can Too). With her whit and insight, Meredith shares with our audience lessons...
At the recent Wicked Cool Talks, Brad Wright (FPA MA chapter 2020 President) and Brendan Malloy (Public Relations/Marketing Director) discuss the virtues of the media training program offered. Among the benefits are access for CFP members to...
Out with the old and in with the new! As we transition into a New Year and new decade, Financial Planning Association of Massachusetts chapter leaders, Jeff Tomaneng (2019 President), Brad Wright (2020 President), and Kristin Beane (Executive...
Guest Karen Ireland of MFS joins Programming Director, David McPherson & host Chris Boyd to share ways to talk about Social Security. “Maximizing benefits” is better than “delaying benefits”. Help your clients think about their Social...
