Episodes

Episode 124 - Patty Kreamer, CPO, Productivity Uncorked
Aug. 16, 2022

Episode 124 - Patty Kreamer, CPO, Productivity Uncorked

Are you inundated with emails or general clutter that prevents you from growing or handling your business on a day-to-day basis? We are joined by author, speaker, and productivity coach, Patty Kreamer, Certified Professional Organizer, from...
Episode 123 - Christine Benz & Jeffrey Ptak, Morningstar
Aug. 9, 2022

Episode 123 - Christine Benz & Jeffrey Ptak, Morningstar

Joining us is Christine Benz, Morningstar's Director of Personal Finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances, and Jeffrey Ptak, CFA®, Morningstar's Chief Ratings Officer; both are hosts of The Long...
Episode 122 - Amy Mariani, Mariani Mediation Services, LLC
Aug. 2, 2022

Episode 122 - Amy Mariani, Mariani Mediation Services, LLC

We are joined by employment, business and personal injury mediator, and owner of Mariani Mediation Services, LLC, Amy Mariani, JD. We hear about when it makes sense to try mediation instead of litigation to resolve conflicts in business and personal...
Episode 121 - Steven Ryder, True North Networks, Inc.
July 19, 2022

Episode 121 - Steven Ryder, True North Networks, Inc.

Steven Ryder, Founder of True North Networks, Inc. joins host Brad Wright to talk about current cybersecurity threats, SEC Audits, whether your VPN is good enough, and why you must use multifactor authentication, even though it’s super annoying....
Episode 120 - Susan Danzig, Business Development Coaching for Financial Services Professionals
July 12, 2022

Episode 120 - Susan Danzig, Business Development Coaching for Financial Services Professionals

We are joined by Certified Business Development Coach, Business Growth Strategist for Financial Advisors and FPA National Board Member, Susan Danzig. Susan shares with us business development techniques and basic principals. She covers ways to work...
Episode 119 - Turnkey Asset Management Program (TAMP) Panel
July 5, 2022

Episode 119 - Turnkey Asset Management Program (TAMP) Panel

We talk to a Turnkey Asset Management Program (TAMP) panel. They discuss what a TAMP is, the pros and cons of using one, how to tell the difference between TAMP options that advisors can utilize, and how to evaluate a TAMP.
Episode 118 - Cozy Wittman, College Inside Track
June 28, 2022

Episode 118 - Cozy Wittman, College Inside Track

We are joined by Cozy Wittman, Education and Partnership Manager at College Inside Track. She speaks nationally about college search and educates families, financial advisors and other professionals who work with families on the college process....
Episode 117 - National FPA Leadership Team: Patrick Mahoney, Dennis Moore, James Lee
June 21, 2022

Episode 117 - National FPA Leadership Team: Patrick Mahoney, Dennis Moore, James Lee

We’re joined by the leadership of the National FPA, CEO, Patrick Mahoney, 2022 President, Dennis Moore, and 2023 President Elect, James Lee.  We get to know the team, their journey, important things that have been happening in the FPA, value...
Episode 116 - Dr. David Kelly, J.P. Morgan Asset Management
June 14, 2022

Episode 116 - Dr. David Kelly, J.P. Morgan Asset Management

Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management, speaks about the impacts of inflation, Ukraine, and other shockwaves on the economy. He shares his outlook, including his...
Episode 115 - Tyrone Ross, Onramp Invest
June 7, 2022

Episode 115 - Tyrone Ross, Onramp Invest

On this episode we speak with cryptocurrency thought leader, former CEO and Co-founder of Onramp Invest, CEO and Co-founder of Turnqey Labs, Tyrone Ross. He shares with us why consumers and financial advisors should be aware of digital...
Episode 114 - Donna McKeown, Mortgage Network; Natalie Wagner Willis, Finology
May 31, 2022

Episode 114 - Donna McKeown, Mortgage Network; Natalie Wagner Willis, Finology

On this dual episode, we talk to Donna McKeown and learn the current interest rate environment as it relates to mortgages.  Donna’s Phone: 781-775-7172 We then connect with Natalie Wagner Willis, who is a Finologist (money theorist),...
Episode 113 - Stacey Brown Randall, Generating Business Referrals Without Asking
May 24, 2022

Episode 113 - Stacey Brown Randall, Generating Business Referrals Without Asking

In this episode, we are joined by business coach, author, and entrepreneur, Stacey Brown Randall. Stacey shares with us her journey of how she got to where she is today, how failing can lead to success and how to generate business referrals without...
Episode 112 - Jerry Auippa, Longbridge Financial, LLC
May 17, 2022

Episode 112 - Jerry Auippa, Longbridge Financial, LLC

In this episode, we are joined by returning guest Jerry Auippa, Senior Account Executive at Longbridge Financial, LLC and Platinum Partner with the FPA® of New England. We discuss reverse mortgages: how they can be a tool, how much you can access,...
Episode 111 - Kathleen Burns Kingsbury, Breaking Money Silence
April 26, 2022

Episode 111 - Kathleen Burns Kingsbury, Breaking Money Silence

Wealth psychology expert and author Kathleen Burns Kingsbury joins us to discuss her book, Breaking Money Silence®: How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life. She shares with us how we as financial planners...
Episode 110 - Brittney Castro
April 19, 2022

Episode 110 - Brittney Castro

Jeff and Brad speak with Host, Speaker, Business Owner, and Brand Ambassador, Brittney Castro, CFP®. Brittney discusses her path from Salsa dancing - to CFP® - and back again. She enlightens us as to how she drew corporations to seek her out versus...
Episode 109 - Duncan MacPherson, Pareto Systems
April 12, 2022

Episode 109 - Duncan MacPherson, Pareto Systems

Meet Duncan MacPherson, author, coach, and speaker. Through his coaching firm, Pareto Systems, and books like “The Advisor Playbook”, Duncan helps advisors learn how to make their business serve their life. With great systems and ideas for...
Episode 108 - Zack Gould, G&N Insurance
April 5, 2022

Episode 108 - Zack Gould, G&N Insurance

Zack Gould, Co-Founder of G&N Insurance, joins us to talk about his journey and their innovative approach to the P&C Insurance experience and how it has lead to their significant growth. He shares ideas to for financial planners to consider in...
Episode 107 - Chris Chen, Insight Financial Strategists
March 29, 2022

Episode 107 - Chris Chen, Insight Financial Strategists

We're joined by CFP Professional, Certified Divorce Financial Analyst, and Registered Life Planner Chris Chen from Insight Financial Strategists. He shares with us his journey from the technology field to working with financial planning clients at the...
Episode 106 - Jed Collins, Money Vehicle
March 22, 2022

Episode 106 - Jed Collins, Money Vehicle

Brad speaks with Author/Business Owner/Former NFL Player, Jed Collins, CFP®. Jed discusses his path from NFL to CFP®. He delves into how his eight-year career as a professional football player ignited his passion for teaching other athletes and...
Episode 105 - Harley Gordon, Long-Term Care
March 15, 2022

Episode 105 - Harley Gordon, Long-Term Care

In this episode, we're joined by Long-Term Care planning thought leader, Harley Gordon. Harley is the creator of the CLTC (Certified in Long-Term Care) designation, a founding member of NAELA (National Academy of Elder Law Attorneys), and author of...
Episode 104 - Deborah Nason, Freelance Business Journalist
March 8, 2022

Episode 104 - Deborah Nason, Freelance Business Journalist

In this episode, we're joined by author and CNBC and Investment News journalist Deborah Nason. Deb shares with us how she finds sources for her personal finance articles, her thoughts on the financial advise industry, and why she...
Episode 103 - Abbey Henderson, Abaris Financial Group
Feb. 22, 2022

Episode 103 - Abbey Henderson, Abaris Financial Group

We hear from wealth advisor and coach Abbey Henderson. Abbey is CEO of Abaris Financial Group in Concord, MA. You’ll hear about her journey from tax prep to financial advisor at an accounting firm to wealth advisor at a law firm to her own fee-based...
Episode 102 - Cat Goughnour, Prosperity Now
Feb. 15, 2022

Episode 102 - Cat Goughnour, Prosperity Now

In this episode, we hear from racial equity professional and thought-leader, Cat Goughnour. She shares with us how her organization, Prosperity Now, advocates for people of color who've been adversely affected by the racial wealth divide. We'll learn...
Episode 101 - Jeff Rattiner, JR Financial Group
Feb. 1, 2022

Episode 101 - Jeff Rattiner, JR Financial Group

Author, teacher, CPA, and CFP® certificant Jeff Rattiner joins us to share his journey from public accounting to pioneering CFP® education training for the financial advisory profession. We’ll hear about how he started the...