Wicked Pissah Podcast

AJ Boury Hosts Brad Wright and Chris Boyd are joined by TIFIN Wealth COO AJ Boury. They discuss: * The AI and innovation platform for wealth that was founded by former Wharton Professor and successful entrepreneur Dr. Vinay Nair * How FPA members who manage under $100M in AUM can access the TIFIN Wealth platform for free *Scientific personality assessment (Risk Capacity, Risk Preference, and Portf...

Erika Wasserman, CEO of Your Financial Therapist, joins us to discuss how she addresses #financial #anxiety and #stress #management, #money and #relationshps, #mindset, and #behavior #change with her #FinancialTherapy clients and how she trains #FinancialPlanners to integrate these topics into their #client #conversations.   https:// yourfinancialtherapist.com/ https://www.linkedin.com/in/ erikawa...

On today's episode,  Brad  Wright and Jeff Tomaneng are joined by Cozy Wittman. Cozy is an education and partnership leader at  College Inside Track . Cozy speaks nationally about college search, educating families and training financial advisors and other professionals who work with families with high schoolers. She is passionate about dispelling myths around how colleges accept students and how...

This week, we are joined by #FinancialPlanner, continuous #learner, #aspiring #teacher, and 2023 FPA Heart of Financial Planning Award winner Virginia Asher. Virginia practices financial planning at Chichester Financial Group and TrustBank Wealth Management and provides #financial #coaching, financial #literacy #education, #curriculum design, and #mentoring at Whealthy Living. Tune in to hear abou...

Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride According to data recently released by the CFP Board, less than 10% of the nearly 100,000 CFP® professionals report as Black, Hispanic, Latino, Asian or Pacific Islander. Only 24% are female. It's not news that we have much work to do to encourage individuals from underrepresented communities to join our ranks.  On this ep...

This week, we are joined by #technology #innovator, #author, and 2023 FPA Heart of Financial Planning Award winner Greg Friedman. Greg was at the forefront of the industry's shift to #transparent, non-hierarchical #leadership, and his candid approach to #communication within the advisory community has established him as a highly influential thought leader.  Tune in to hear about his journey and th...

Kathleen and Jeff speak with Guy Ziriak and Mike Costello. Guy is a Vice President, and Mike is a Senior Partner with FPA New England partner Northeast Brokerage, an employee-owned insurance brokerage general agency dedicated to providing relationship-based sales assistance in the areas of Life, Disability, Annuity, and LTC insurance. We'll hear their best practices for working with financial plan...

Brad and Jeff speak with Leadership and Business Coach Sarah Cain. She is VP of Coaching and Consulting at FPA partner and sponsor Carson Group, where she leads a team of executive business coaches and practice management consultants who help successful financial advisors refine their vision, grow their business, and transition from advisor to CEO.   https://www.linkedin.com/in/ sarahmcain/ https:...

This week, we are joined by personal financial advisor, author, and thought leader, 2023 FPA P. Kemp Fain, Jr., Award winner Ross Levin. Ross is the Founder and a Shareholder of Accredited Investors Wealth Management. Long an industry leader, Ross translates his expertise into meaningful conversations with clients about integrating their money and values. Stay tuned to hear about his journey and t...

Jeff and Kathleen are joined by 2024 FPA National President Claudia Kane of Beacon Wealth Strategies. We'll hear about her journey overcoming personal struggles early in life to build a financial advisory practice from wirehouse to independent broker-dealer and her plans to lead FPA and advance the financial planning profession. Stay tuned to hear our conversation.    https://www.linkedin.com/in/c...

As a financial advisor, would you sell your business if you found out it might be worth nearly twice what you thought?  That might be true.  In this episode, host Brad Wright is joined by guest, Scott DiGiammarino of JPTD Partners, and WPP co-host, Chris Boyd, who is selling his practice, to talk about the potential environment for investment advisors thinking of selling. There are no shortage of...

Alex Fratila, CFA speaks with host Chris Boyd about Managed Futures.  Learn what are the benefits of use of futures in designing an investment portfolio.  How they work, what asset classes can be represented, and how inclusion of a managed futures strategy into clients' portfolios has the potential to help reduce volatility and produce more appealing risk-adjusted returns, particularly in the most...

Collaborating with a Daily Money Manager to Enhance Client Relationships We all have clients that don't always know where their money goes each month, who struggle to find important documents when they need them, who hate opening their mail and paying their bills, and who stress around tax time trying to get information to their accountant. As advisors, we love helping our clients plan for the fut...

Sometimes it can be hard finding a CPA or tax professional that actually does tax planning for clients, not just tax preparation. This challenge has only grown over the last few years as more and more accountants have retired or left the industry and is likely to only get worse seeing as 70% of CPAs reached retirement age in 2020! On this episode of the Wicked Pissah Podcast we speak with Katrina...

On this episode of the Wicked Pissah Podcast we speak with licensed professional counselor Jennifer Gray. Jennifer focuses her counseling work on helping financial advisors find balance and authenticity between their personal and professional selves; manage and overcome burnout and overwhelm; and celebrate the success of building a fulfilling life and business.  Keep listening to hear Jennifer's t...

Learn how to help your clients utilize various tax benefits from real estate investments - including benefits of depreciation, capital gains deferrals, & more.  Energetic and entertaining guest, Jay Frank, Pres. & COO of Cantor Fitzgerald Asset Management, joins co-hosts Chris Boyd & Brad Wright.  It may not be for CE, but you will learn important resources to help your clients.  'Like-kind" 1031...

Beyond Finance: Planning for Your Life In Retirement   Host Chris Boyd, CFP® is joined by Jennifer Simes, CFP®, long time FPA member who suggested today's topic and guests.  Nan Ives & Lisa Stornaielo share the challenges of retirement beyond finances.  In the course of navigating challenges of identity and purpose, Nan & Lisa have found and developed resources for those in or near retirement to c...

Hosts Brad Wright and Jeff Tomaneng are joined by Income Lab co-founder Johnny Poulsen, CFP®. They discuss: Whether or not advisors have been looking at retirement distributions the wrong way What Guardrails are and how they can help a retiree remain on track How uncertainty can be less stressful than the certainty of a negative event. You'll also learn how Monte-Carlo analysis can work during a c...

Kathleen and Jeff speak with advisor marketing thought leader and author Kristen Luke of Kaleido Creative Studio. Kaleido Creative Studio is a marketing agency that helps Registered Investment Advisors market themselves to a niche, making it easier for them to stand out from the competition and attract ideal clients. Stay tuned for a Wicked Pissah! (recorded 9/14/23)   https://www.linkedin.com/in/...

Hosts Brad Wright and Kathleen Kenealy are joined by Purse Strings founders Dr. Barb Provost and her daughter Maggie Nielsen, MBA. They discuss: What led Barb and Maggie to found a financial services organization for women How the gender wealth pay gap impacts women's financial security, and how women can become more financially confident How you, as an advisor, can potentially team up with this o...

According to studentaid.gov, there are a whopping 45 million borrowers in the US who have Federal student loan debt – that's almost 15% of the country's population. Pretty soon those borrowers are going to need to start making loan payments again as the student loan payment pause is coming to an end after providing borrowers with payment relief for the last 3 plus years.  To talk about what this m...

As part of this journey we call life, all of us will experience and grieve a loss or know someone who has. What do you say? How do you say it? Acknolwedging the loss and grief of another person can be uncomfortable and awkward, but it doesn't have to be. Kathi Balasek is on a mission to help financial advisors relate to a person who is a grieving. As an educator and grief literacy communication co...

From Planning to Publishing: Educating Others by Writing from the Heart  Have you ever thought about writing a book but you're not sure where to start? How do you figure out what to write about? How do you go about getting published? How do you get people to buy and read your book? On this episode, Cassandra Smalley and Nycole Freer join us to help answer some of these questions. Cassandra and Nyc...

Ben Lewis, Chief Communications Officer of the Financial Planning Association joins the podcast to share new member resources and remind us about many more.     We discuss: New Media Training advanced modules & MediaSource PR opportunities:  https://www. financialplanningassociation. org/advocacy/media-engagement   (this is the link to the current training. It will be relinked to the new one once...

Kathleen and Jeff speak with Diane Pappas of Solutions for Divorce. Solutions for Divorce is a boutique fee-only Divorce Financial Planning firm on the North Shore of Boston dedicated to improving the divorce process for individuals and couples going through this challenging time in their lives.    https://www.linkedin.com/in/ dianecpappas/ https://www.linkedin.com/ company/solutions-for-divorce-...