Episodes

Defining Your Ideal Client & Why It Matters - Adam Kornegay
April 30, 2021

Defining Your Ideal Client & Why It Matters - Adam Kornegay

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 better client experience....
Episode 73 - Process & People - Cheryl Holland - Abacus Planning Group
April 11, 2021

Episode 73 - Process & People - Cheryl Holland - Abacus Planning Group

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 cultivated success by...
Marketing for Advisors - Marie Swift & Jonny Swift, Impact Communications
March 18, 2021

Marketing for Advisors - Marie Swift & Jonny Swift, Impact Communications

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 Tomaneng to bring depth...
Crypto Currency - Fad or Disrupting Impact - Steve Sanduski
March 3, 2021

Crypto Currency - Fad or Disrupting Impact - Steve Sanduski

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.  Now he’s set his...
What Every Woman Needs to Know About Social Security - Marcia Mantell
Feb. 20, 2021

What Every Woman Needs to Know About Social Security - Marcia Mantell

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 need to know....
OneFPA Advisory Council - Byrke Sestok & Kris Tower
Feb. 7, 2021

OneFPA Advisory Council - Byrke Sestok & Kris Tower

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,...
Inheriting Your Spouse's IRA - Bill Harris
Jan. 28, 2021

Inheriting Your Spouse's IRA - Bill Harris

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 Bill’s new...
Diversity Equity & Inclusion (DEI) Committee - Lucia Reed
Jan. 10, 2021

Diversity Equity & Inclusion (DEI) Committee - Lucia Reed

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, concerns for the...
Retirement Planning Resources For Advisors & Consumers - Bob Powell
Dec. 31, 2020

Retirement Planning Resources For Advisors & Consumers - Bob Powell

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 Retirement Daily, &...
Profile Stuart Armstrong, II - LGBTQ Market Focus
Dec. 20, 2020

Profile Stuart Armstrong, II - LGBTQ Market Focus

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 addressing their changing...
FPA Leadership - Meet the New CEO
Dec. 12, 2020

FPA Leadership - Meet the New CEO

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 host Chris Boyd...
Growth Planning for 2021 - Mike Byrnes
Dec. 2, 2020

Growth Planning for 2021 - Mike Byrnes

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 services in the months...
Succession - Michaela Herlihy shares her story - Cape Cod Practice Group replay
Dec. 2, 2020

Succession - Michaela Herlihy shares her story - Cape Cod Practice Group replay

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 of Beacon Financial...
Skip Schweiss - Election & Policy Implications
Nov. 22, 2020

Skip Schweiss - Election & Policy Implications

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 observations as...
Women's Initiative & Issues - Karen Van Voorhis
Nov. 9, 2020

Women's Initiative & Issues - Karen Van Voorhis

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 setting to the...
Ron Carson - Proven In The Trenches
Nov. 1, 2020

Ron Carson - Proven In The Trenches

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 Future, Ron shares insights...
ESG Panel Discussion & ESG Pro
Oct. 19, 2020

ESG Panel Discussion & ESG Pro

In this panel discussion, Chris Boyd & Inna Rivilis are joined by advisors who have actively engaged ESG investing for their clients.  Discussion incorporates SRI, ESG, and Impact investing.  Hear how our panel developed their approach,...
Start Up - Going Independent - Panel Discussion
Oct. 12, 2020

Start Up - Going Independent - Panel Discussion

Katie MacDonald, Jake Northrup, & Brad Wright
Client Conversations for the Back End of 2020
Sept. 28, 2020

Client Conversations for the Back End of 2020

with Jason Lilly of Cape Cod Five Wealth Management
Glenn Frank - TimeMoneyAndJoy.com
Sept. 21, 2020

Glenn Frank - TimeMoneyAndJoy.com

2019's FPA MA Financial Planner of the Year, Glenn Frank.  Glenn tells about his professional experience culminating at Lexington Wealth Management.  Glenn has taught at Bentley, helping to create their Masters of Personal Financial Planning...
Inna Rivillis - 2020 FPA MA President-Elect
Sept. 14, 2020

Inna Rivillis - 2020 FPA MA President-Elect

Inna Rivilis, the 2020 FPA MA Presiden-Elect, joins host Chris Boyd to share priorities of the chapter and her vision for next year.  Learn about Inna’s personal and professional journey leading her from Ukraine to US citizenship and to...
Skip Schweiss - 2020 FPA President-Elect
Sept. 6, 2020

Skip Schweiss - 2020 FPA President-Elect

Skip Schweiss, 2020 President-Elect of the Financial Planning Association discusses a variety of subjects: FPA CEO search, the custodian landscape, public policy issues facing planners & investors, 2020 election impact, why aren’t more advisors...
Coronavirus - How are you marketing your business?
Aug. 30, 2020

Coronavirus - How are you marketing your business?

Dave McPherson & Misty Lynch
Technology Impacting Planners - Knudge & Robos
Aug. 23, 2020

Technology Impacting Planners - Knudge & Robos

This week we focus on technology.  First, Chris interviews Shaun Erickson (FPA MA Advocacy Director) & Dave Connolly, creators of Knudge, the new program for financial advisors.  Learn about the inspiration and process of moving the...