Episodes

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...

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...

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...

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...

In this week’s episode, we’re joined by Joan McGrath, Executive Director of Planned Lifetime Assistance Network (PLAN) of Massachusetts and Rhode Island. PLAN MA RI is a 501©(3) organization, which just celebrated its 50th anniversary of helping...

On this week’s episode, attorney Adam Minsky gives us an overview of the latest happenings around student loan cancellation, including eligibility and who benefits. We also hear from Paula Harris, financial advisor and author of Rise Up: A...

FPA Northern New England board member Ben Flood joins us to share with us the new Wicked Tech Talks webinar series coming to FPA Massachusetts and FPA Northern New England. The quarterly series will focus on how financial advisors and planners can use...

Ross Klein and Vince Lorusso from Changebridge Capital join us to discuss the advantages of active ETFs vs. mutual funds, the use of Active Share in investment management, and the inefficiencies in the ESG ecosystem. You'll hear about a process to...

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....