Episodes

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...
Episode 100 - David McPherson, Four Ponds Financial Planning LLC
Jan. 25, 2022

Episode 100 - David McPherson, Four Ponds Financial Planning LLC

In this milestone 100th episode, Chris Boyd, CFP®, is joined by a returned guest, David McPherson, CFP®, of Four Ponds Financial Planning LLC, to talk about the year ahead with COVID implications shifting processes of client meetings, hiring,...
Episode 99 - Donna Allard & Kris Tower, OneFPA Advisory Council
Jan. 18, 2022

Episode 99 - Donna Allard & Kris Tower, OneFPA Advisory Council

Former FPA Chapter Presidents Donna Allard from Rhode Island and Kris Tower from Colorado share their thoughts on the OneFPA Advisory Council and how it facilitates better communication between the association and its members and how it provides macro...
Episode 98 - Vanessa Oligino , Absolute Engagement
Jan. 11, 2022

Episode 98 - Vanessa Oligino , Absolute Engagement

In this episode, Vanessa Oligino joins us from Absolute Engagement. Vanessa shares with our listeners some practice management and communication tips to start the year off strong and how she and her team help advisory firms design and implement a...
Episode 97 - Hannah Moore, Heart of Financial Planner Award, FPA Externship
Dec. 28, 2021

Episode 97 - Hannah Moore, Heart of Financial Planner Award, FPA Externship

For our last show of the year, Hannah Moore, CFP®, a 2021 FPA Heart of Financial Planning award recipient, shares her experiences creating the extraordinarily successful FPA Externship. Hannah tells the story of her career development, podcasting,...
Episode 96 - Laurie Dubchansky, Havaplan Financial
Dec. 21, 2021

Episode 96 - Laurie Dubchansky, Havaplan Financial

This week, we are joined by 2021 FPA Heart of Financial Planning Award winner Laurie Dubchansky, CFP®. She's the owner and founder of Havaplan Financial, where she provides hourly and project-based financial planning services to help clients,...
Episode 95 - Kayla Holland, Kevin Clark, NexGen
Dec. 14, 2021

Episode 95 - Kayla Holland, Kevin Clark, NexGen

In an effort to facilitate the development of community among newer advisors, NexGen was formed. This is a community of younger planners and career changers. Meet our guests, Kevin Clark, CFP®, CIMA®, EA, the NexGen 2022 President and national...
Episode 94 - Boston Private, Social Security
Dec. 7, 2021

Episode 94 - Boston Private, Social Security

Author and retirement business consultant Marcia Mantell, RMA®, Boston Private Director of Financial Planning Kathleen Kenealy, CFP®, and FPA MA Director of Programming Andrew Cipro, CIMA®, join us to discuss the importance of Social Security...
Episode 93 - Shannon Saccocia, Boston Private
Nov. 30, 2021

Episode 93 - Shannon Saccocia, Boston Private

In this episode, we're joined by Boston Private's Chief Investment Officer Shannon Saccocia, CFA®, CIMA®.  She shares with us her observations on how the COVID-19 pandemic has affected consumers and her asset allocation, and the impact of...
Episode 92 - Bonnie Kirchner, Professional Ethics
Nov. 23, 2021

Episode 92 - Bonnie Kirchner, Professional Ethics

This week, we chat with author, teacher, and financial planner Bonnie Kirchner, CFP®, MST about her personal and professional journey, ethics in Financial Services, and her passion for the Financial Planning profession. Bonnie shares with us how she...
Episode 91 - David Meerman Scott, Marketing Strategies
Nov. 16, 2021

Episode 91 - David Meerman Scott, Marketing Strategies

In this episode, we chat with marketing strategist and bestselling author of 12 books, including Fanocracy, The New Rules of Marketing & PR, and Marketing Lessons from the Grateful Dead, David Meerman Scott. David shares with us his...
Episode 90 - Chris Woods, FPA Diversity Committee
Nov. 9, 2021

Episode 90 - Chris Woods, FPA Diversity Committee

Host Chris Boyd, CFP®, is joined by Chris Woods, CFP®, founder of Lifepoint Financial Group, and chairman of the Diversity & Inclusion (D&I) committee for the Financial Planning Association. Chris shares his inclusive approach to leading the...