Episodes - Page 10 | Wicked Pissah Podcast

April 19, 2020

Continuity Planning - Especially Now

Today more than 34,000 have died from the Coronavirus in the US while more than 717,000 have been confirmed to have contracted the virus. If not now, when is a better time to think about your Continuity planning? If something happened to you,...

April 11, 2020

Success Story - Marc Freedman; & CARES Act Overview

This week we enjoy one of our chapter’s many success stories. Marc Freedman of Freedman Financial shares his story and that of his firm. With great candor and detail, Marc shares insights into their financial planning approach, marketing...

March 29, 2020

Help Is On The Way

In addition to insights into the help available through the Small Business Administration (SBA), we asked our partners for what resources they have available for our members. In this episode, hear from T. Rowe Price’s Karen Igler and portfolio...

March 21, 2020

FPA MA Has Something For Everyone

From 23 to 90 - How the FPA MA Helps

March 15, 2020

FPA Resources & Response to Coronavirus - Pres. Martin Seay, PhD

Financial Planning Association President, Martin Seay, PhD, returns to the podcast to share what resources the FPA is providing for advisors in response to the developing challenges brought on by the Coronavirus. Listen in the conversation as...

March 8, 2020

Coronavirus - How Are You Communicating With Clients?

Over the past 2 weeks or so the Coronavirus outbreak has captured the attention of the U.S. population and investors, specifically. David McPherson, FPA MA Programming Director and owner of Four Ponds Financial joins host Chris Boyd in...

March 2, 2020

Frank Pare’ - FPA PAC

Join host Chris Boyd, CFP® as he interviews Frank Pare’, CFP®. Frank is the immediate past chair of the national Financial Planning Association and now the Chairman of the FPA PAC. Learn about the importance of having a strong...

Feb. 15, 2020

The SECURE Act & Estate Planning Implications with Estate Planning Atty. F. Keats Boyd, III

Guest estate planning attorney, F. Keats Boyd, III, brother of host Chris Boyd and owner of the law firm, Boyd & Boyd, PC, reviews key provisions of the new #SECUREAct and its impact for retirement accounts. Keats shares greater detail on...

Feb. 15, 2020

Client Referrals with Mike Byrnes

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...

Feb. 5, 2020

Vanguard - Behavioral Coaching - Michael DiJoseph

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...

Jan. 24, 2020

Women & Diversity with Meredith Jones

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...

Jan. 13, 2020

FPA MA Media Training & Media Panel

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...

Dec. 31, 2019

FPA MA Leadersip - Reflecting Back & Looking Ahead

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...

Dec. 19, 2019

Business Planning with Vanessa Oligino

2020 Vision

Dec. 10, 2019

Social Security - Karen Ireland of MFS

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...

Dec. 2, 2019