#300 - 300 Episodes Later: What Financial Advisors Have Learned Along the Way

What can 300 conversations teach you about becoming a better financial advisor?

For the 300th episode of the Wicked Pissah Podcast, past and present hosts come together for a conversation about the ideas, people and experiences that have shaped the show and, in many cases, their own careers and practices.

Michael Connaughton and Corey Christiana are joined by former hosts Chris Boyd, Brad Wright and Kathleen Keneally to look back at how a podcast that began as a way to extend the reach of FPA New England programming grew into 300 episodes of conversations with advisors, authors, industry leaders, technology companies and subject-matter experts.

But this isn't simply a trip down memory lane.

The group talks about something every advisor can relate to: How do you keep learning while you're busy actually running a practice and serving clients?

Over the years, hosts have used questions coming directly from their own practices to find guests and topics. Those conversations have introduced them to new technology, planning strategies, marketing ideas and resources they could bring back to their firms and, sometimes, directly to their clients.

You'll also hear how participating in the financial planning community can create opportunities you don't necessarily anticipate. Kathleen shares how stepping outside her comfort zone as an introvert led to four years of conversations with people she might never otherwise have had the opportunity to sit down with. The hosts reflect on career decisions, launching firms, learning from other practitioners and the value of seeing other advisors openly share how they approach the profession.

And then there's the question of what happens next.

The group looks ahead at AI, technology, video and the increasingly human side of financial advice, including a prediction that Wicked Pissah could eventually reach 1,000 episodes.

Whether you've listened since the beginning or have never heard an episode, Episode 300 is a reminder that some of the best professional development doesn't come from having all the answers. It comes from knowing who to ask, staying curious and being willing to learn from other people in the profession.

300 episodes down. Only 700 to go.