Episodes

Jan. 11, 2022

Episode 98 - Vanessa Oligino , Absolute Engagement

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...

Dec. 28, 2021

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

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,...

Dec. 21, 2021

Episode 96 - Laurie Dubchansky, Havaplan Financial

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,...

Dec. 14, 2021

Episode 95 - Kayla Holland, Kevin Clark, NexGen

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...

Dec. 7, 2021

Episode 94 - Boston Private, Social Security

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...

Nov. 30, 2021

Episode 93 - Shannon Saccocia, Boston Private

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...

Nov. 23, 2021

Episode 92 - Bonnie Kirchner, Professional Ethics

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...

Nov. 16, 2021

Episode 91 - David Meerman Scott, Marketing Strategies

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...

Nov. 9, 2021

Episode 90 - Chris Woods, FPA Diversity Committee

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...

Nov. 2, 2021

Episode 89 - Joan McGrath, MA-RI Plan

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 50th anniversary of helping...

Oct. 28, 2021

Episode 88 - Paula Harris; Adam Minsky

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...

Oct. 19, 2021

Episode 87 - Wicked Tech Talks - Ben Flood

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...

Oct. 5, 2021

Episode 86 - ETF & Active Share Investing with Changebridge

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...

Sept. 21, 2021

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

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...

Sept. 15, 2021

Episode 84 - Client Engagement & Referals - Julie Littlechild

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...

Sept. 8, 2021

Episode 83 - Revolutionize Retirement - Dr. Dorian Mintzer

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...

Aug. 5, 2021

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

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 &...

Aug. 3, 2021

Episode 81 - Donna McKeon, Mortgage Network

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 regarding credit and...

July 27, 2021

Episode 80 - State of the Financial Planning Association

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...

June 29, 2021

Episode 79 - Emily Shull, Me Myself and Money, Money Relationship Coaching

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, conversation starters, and...

June 10, 2021

Jeff Tomaneng - Fireside Chat w Tom Lester

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, the hotel sector, and malls...

Telling Your StoryBrand - Steve Wershing

June 1, 2021