Episodes

With issues of race receiving increased attention, Malik Lee, CFP® joins the conversation.  Malik shares his professional story, reveals challenges for African Americas in growing wealth, the need for greater representation of minorities in...

Martin Seay, PhD

Kristin Beane acts as Executive Director of both the Financial Planning Association of Massachusetts and Northern New England chapters.  As this week’s guest, Kristin shares the story of her experience with the chapter over the past 20 years:...

Paul Brahim, CFP®, AIFA® & Rochelle Truzzi, CFP®

Panel Discussion: Dr. Amy D'Aprix, Susan Turnbull, & Bob Mauterstock

Always informative, Kurt Czarnowski, formerly Regional Communications Director for the Social Security Administration (SSA) in New England, now principal of Czarnowski Consulting, shares insights useful to all on decisions about Social Security. Hear...

As we celebrate Memorial Day weekend, join host Chris Boyd as he speaks with Dick Powers, CFP®, retired Army Colonel, to hear about his lifetime of service, both to our nation and our profession.  After his military career, Dick helped create...

Ben Lewis & Buffy Fletcher of the Financial Planning Association (FPA) join host Chris Boyd to share some of the great underutilized resources for FPA member practitioners ... from the Coaches Corner, massive Member Discounts on Insurance other...

Recently, the CARES Act made provisions to help borrowers of student loans … but not all student loans qualify for these benefits.  Atty. Adam Minsky joins us to explain. Lear more about student loans and what to do when borrowers can’t pay....

Join us for the recent panel discussion on how advisors have been handling recent events  and challenges - isolation policies, market volatility, client contact, marketing and more.  Following the panel, outstanding advisor resources...

with Ellen Bruno of Compliance Advisor Professionals, LLC

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,...

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...

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...

From 23 to 90 - How the FPA MA Helps

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...

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...

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...

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...

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...

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...

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...

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...

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...