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 technology to improve practice management and improve the client experience. Vendors, consultants, and practitioners will present and participate in the series.

Wicked Pissah Podcast

Episode 87 - Wicked Tech Talks - Ben Flood

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 identify securities, utilizing both quantitative and fundamental research, that may complement your traditional portfolios.   Check out Changebridge social media: https://twitter.com/Changebridgecap https://twitter.com/RKleinCFA https://twitter.com/vml26 https://www.linkedin.com/company/changebridge-capital/?viewAsMember=true https://www.linkedin.com/in/ross-klein-cfa-1645a46/ https://www.linkedin.com/in/vince-lorusso-2a02805/

Episode 86 - ETF & Active Share Investing with Changebridge

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 continuing education (CE). Chairman Brad Wright discusses board governance, including leadership transition and mentoring, and member benefits, including Wicked Cool Talks (WCT), member spotlight, and volunteer opportunities. President-Elect Shaun Erickson shares his vision for the upcoming year on how the Massachusetts chapter will survey members and continue to improve organization processes. Wicked Cool Talks (WCT) is the FPA MA's upcoming virtual conference taking place September 29-October 1. For more information visit https://www.fpama.org/2021/08/wicked-cool-talks-virtual-september-29-october-1/ 

Episode 85 - FPA MA BOD - Past, Present, & Future

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 result of COVID 19, including which of those changes are temporary vs. a permanent shift. You’ll gain insight on how to better engage prospects and clients and promote your business.

Episode 84 - Client Engagement & Referals - Julie Littlechild

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 puzzle, like finances, health, wellness, relationships, purpose, spirituality, and legacy, and how they fit together. Learn how to have deeper conversations with your clients and help them to live their retirement years, not by default, but by design.

Episode 83 - Revolutionize Retirement - Dr. Dorian Mintzer

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 & continuing resolutions, risk of government shut down, the Infrastructure bill, and what some might call "the kitchen sink" bill for everything else.  Additionally, Mike shares his take on what's most likely to pass for tax policy changes.  Whether about the SEC, ESG, or Crypto, Mike has insights about the legislative and regulator climate.  

Episode 82 - Portfolios & Public Policy - Michael Townsend, Charles Schwab, WashingtonWise Investor

Returning to the podcast, Donna McKeon of Mortgage Network (http://www.mortgagesbydonna.com/) 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 strategies for this competitive real estate market. Join hosts Chris Boyd & Jeff Tomaneng for this Wicked Pissah Podcast. Donna McKeon Mortgage Network, INC Corporate NMLS #2668 (781) 642-2016 - Office (781) 775-7172 - Cell (855) 289-4524 - E-fax dmckeown@mortgagenetwork.com www.MortgagesByDonna.com

Episode 81 - Donna McKeon, Mortgage Network

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 & Jeff Tomaneng.   Patrick shares a great new member benefit, FPA Market Place, providing numerous outstanding discounts on programs and services for professional and personal use for members. Skip reminds members that Advocacy Day will occur virtually this year, and we discuss with Dennis some of the Advocacy challenges and priorities. Also, FPA Annual Conference is back in person Sept 22-24 in Columbus, OH (www.fpaannual.com). After a pandemic year, declining membership, virtual meetings, next, time is spent reviewing the financial health of the organization.  With 18,630 members, we discuss membership and investment priorities for the long-term health of the FPA to be a vital and growing professional resource.     Skip Schweiss (2021 President): Skip Schweiss: Facebook: @skip.schweiss LinkedIn: @skip-schweiss Twitter: @SkipSchweiss Dennis Moore (2021 President-Elect): LinkedIn: @dennisjmoore Twitter: @DennisJoeMoore   Patrick Mahoney, CEO: LinkedIn: @mahoneypd Twitter: @mahoneypd   Jeff Tomaneng (Former President): FaceBook: Jeff N. Tomaneng LinkedIn: @JeffreyTomaneng Twitter: @TomanengJeff   Chris Boyd, CFP: FB: @Asset-Management-Resources-LLC-127731740611374 Twitter: @SMoreChrisBoyd, @AssetMgmtRsrcs LinkedIn: https://www.linkedin.com/in/j-christopher-boyd-cfp®-b932169  https://www.linkedin.com/company/asset-management-resources-llc/ 

Episode 80 - State of the Financial Planning Association

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 mental blocks regarding personal finance. Join us to hear how addressing emotions, values, and money history can lead to a better financial planning client experience and outcome. Emily Shull, Behavioral Money Coach, MeMyselfandMoney email: emily@memyselfandmoney.com www.linkedin.com/in/emily-shull-memyselfandmoney/ FB: @memyselfmoney FB business page: www.facebook.com/memyselfmoney website: www.memyselfandmoney.com  

Episode 79 - Emily Shull, Me Myself and Money, Money Relationship Coaching

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 and retail real estate.  Tom Hines, Regional Director of Hines Securities, Inc. linkedin.com/in/tom-lester-caia®-01b8725/  hinessecurities.com 

Jeff Tomaneng - Fireside Chat w Tom Lester

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 Advisory business. Define your niche & clearly express their challenges.   Stephen Wershing, CFP® President The Client Driven Practice 160 Allens Creek Road, Suite 270 Rochester, NY 14618 585-381-2662 steve@theclientdrivenpractice.com  www.theclientdrivenpractice.com www.linkedin.com/in/stephenwershing Twitter: @SWershing https://www.becomingreferable.com/ 

Telling Your StoryBrand - Steve Wershing

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 plans for the combined entity, logistical considerations, and invite members of both chapters to a webinar Q&A to learn more. You can also win a prize if you suggest a new name!

Episode 76 - Big News: Chapter Merger Announcement

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 a lifetime stretch out to a 10-Year distribution requirement.  She also discusses various techniques for mitigating the risks to one’s wealth from the costs of long-term care, including hybrid products.  In addition, learn about FPA MA’s upcoming Wicked Good Talks virtual conference for 5 CFP CE’s … and a BIG announcement from FPA MA & FPA NNE. For Kim's case study handouts - go to FPAMA.org/podcast/ Contact Info: 603.770.3714| furnald.kimberly@pennmutual.com http://linkedin.com/in/kimberlyahrendtfurnald

Episode 75 - Insurance Strategies: SECURE Act & LTC - Kim Furnald

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. Twitter: @PathfinderAdam LinkedIn: https://www.linkedin.com/in/pathfinderadamkornegay/  Websites: www.pathfinderadvisor.com  www.pathfinderondemand.com 

Defining Your Ideal Client & Why It Matters - Adam Kornegay

Cheryl Holland of Abacus Planning Group in Columbia, SC (https://www.abacusplanninggroup.com/cheryl-r-holland/) 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 putting clients and team members’ development at the heart of her organization.  Hear about the importance of a culture of gratitude, contributing to community, and an eye for process. Download materials at: https://www.fpama.org/podcast/

Episode 73 - Process & People - Cheryl Holland - Abacus Planning Group

Discussions surrounding FPA MA's podcast to financial professionals on topics of financial planning, recent or future events, and interactions with speakers from across the industry. Additionally, the program will review what's happening in the Massachusetts chapter. Join us for engaging discussions and insightful content. For more information, email: Admin@FPAMA.org.

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Wicked Pissah Podcast

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