Episodes

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...

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...

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...

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 &...

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...

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...

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...

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...

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 grow your Financial...

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.  Jami and Brad share...

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 SECURE Act’s move from...

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....

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 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...

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...

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....

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 Bill’s new...

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...

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, &...

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...

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...

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...

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...