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 governmen…
Returning to the podcast, Donna McKeon of Mortgage Network () discusses residential mortgages. Starting with rates, the conversation turns to qualifications, cash out refinancing, first time home buyers, and some great tips …
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 thi…
Emily Shull of Me Myself and Money joins us this episode to share how Money Relationship Coaching can help financial planning clients get to the root of their money issues. We hear about irrational decisions, personal vows, …
In this episode, Tom Lester of Hines speaks with Jeff Tomaneng to share his thoughts and his outlook on commercial real estate. We'll hear about working from home and how it affects commercial office space, apartment homes, …
This week, we welcome Steve Wershing, CFP® of The Client Driven Practice. Steve is the author of Stop Asking For Referrals & co-host of the Becoming Referable podcast. Learn how to build your brand and how it can help you gr…
Board Chairs for both FPA Northern New England (Jami Bisson of People's United Advisors) and FPA Massachusetts (Brad Wright of Launch Financial Planning, LLC) share the big news as they announce the merging of the chapters. …
Chris Boyd & Jeff Tomaneng hear from Kim Furnald about the applications of insurance (no pun intended). As a life & health broker, Kim shares her story, and useful tips for how to overcome the tax consequences from the SECUR…
This week, cohosts Chris Boyd and Jeff Tomaneng speak with guest Adam Kornegay of Pathfinder Advisor. Adam shares his thoughts on defining or redefining your ideal client, how to better connect with them, and how to create a…
Cheryl Holland of Abacus Planning Group in Columbia, SC () shares some ingredients of the success of herself and her company - people and process. From starting a financial planning firm to a $1.6B in AUM, Cheryl has cultiv…
Marketing perspective and tips are shared by Marie Swift & Jonny Swift of . Social Media, websites, communications, and more. Learn the PESO marketing model and the 4C's of content marketing. Join hosts Chris Boyd and Jeff T…
Guest Steve Sanduski - author, coach, speaker & podcast host, Steve has had a career on the cutting edge and brought financial advisors along with great insights and counsel through his newsletters, services, and podcasts. …
Social Security Expert Marcia Mantell shares a depth of insights about "What's the Deal with Social Security for Women". This content is for all. Marcia reviews the 4 Gaps women in particular tend to face and that planners…
FPA’s “participatory governance” has had one year with the establishment of the OneFPA Advisory Council. Byrke Sestok, CFP® & Kris Tower, CFP®, AIF®, the 2020 & 2021 Chairs of the OneFPA Advisory Council Executive Committee…
Bill Harris RMA®, CFP®, author of “Inheriting Your Spouse’s IRA: The Widow’s Guide to Keeping More of Her Assets”, founder of WHCornerstone Investments () and past president of the FPA MA, joins host Chris Boyd to discuss Bi…
Meet Lucia Reed, the Director of the chapter’s newly created Diversity Equity & Inclusion committee. Lucia shares her personal experience with focus on concerns for social justice, how she came to financial planning, concer…
Bob Powell is one busy individual. He is on the ground floor of a streaming financial channel, FinStream.TV. Some content he creates, but much is contributed by advisors for not only FinStream, but also The Street’s Retireme…
Get to know Stuart H. Armstrong, II, CFP®, a pioneer in financial planning within the LGBTQ+ community. Since the height of the AIDS epidemic in the mid-1980’s, Stuart has focused on serving the LGBTQ+ community and address…
This week the FPA announced the selection of a new CEO, Patrick Mahoney. In this podcast, we meet Patrick and 2021 FPA President-Elect, Dennis Moore, CFP®, MBA. Current FPA President, Martin Seay, PhD, CFP® also returns, as…
As we move to the end of 2020, it’s time to start thinking about Planning for 2021. Mike Byrnes of Byrnes Consulting and the FPA Coaches Corner returns to the podcast to help listeners consider how best to market their serv…
Thinking of your business succession plan, or possibly wanting to coordinate something with your employer? In this podcast, which is a rebroadcast of a recent virtual meeting of the Cape Cod Practice Group, Michaela Herlihy…
FPA’s 2020 President-Elect, Skip Schweiss, shares insights into potential tax policy implications of a Biden administration. From Personal Tax Rates, Capital Gains, to Corporate Tax Rates and more. Skip discusses his obser…
In a far ranging discussion, Karen Van Voorhis, CFP®, FPA MA’s Director of the Women’s Committee, discusses women’s issues in our industry. From the numbers of women in the profession to use of language in a gender-neutral s…
Ron Carson, industry icon, shares his story and his insights for how advisors can succeed professionally and in life. Author of Proven In The Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm's Futur…
