Wicked Pissah Podcast

John Finney Host Michael Connaughton is joined by John Finney Co-Founder Overvue. John Finney is the co-founder of Overvue, a software company that helps financial advisors streamline their client onboarding. Before starting Overvue, John spent over five years in wealth management at two national RIAs. During that time, he played a key role in the overhaul and sale of an advisory team managing $750 million in assets.  As a CERTIFIED FINANCIAL PLANNER™, John’s worked in both client-facing advisory roles and behind-the-scenes focused on improving operations. Now, he brings that experience to Overvue, building solutions from the other side of the table. They discuss: -John’s background in wealth management and how it shaped his business. -Overvue’s mission to create a better client onboarding experience. -The functionality of Overvue and how it creates client and advisor efficiency. And much more. More on Overvue Website: ihttps://www.overvueproposals.com/ LinkedIn: https://www.linkedin.com/company/overvueproposals/ Contact John: Emai: jfinney@overvueproposals.com Linkedin: https://www.linkedin.com/in/john-finney-cfp-21435914a/

Andy Ives, CFP®, AIF® – Navigating Net Unrealized Appreciation (NUA) Strategies Host Chris Boyd is joined by Andy Ives, CFP®, AIF®, an IRA Analyst at Ed Slott and Company, LLC, to delve into the intricacies of Net Unrealized Appreciation (NUA) and its potential benefits for individuals with employer stock in their retirement plans.​ With over 25 years in the financial services industry, Andy brings a wealth of knowledge on IRA distribution planning and advanced retirement strategies. They discuss: The fundamentals of NUA and how it can lead to tax savings​ Key "triggering events" that activate NUA rules​Ed Slott and Company, LLC+1Ed Slott and Company, LLC+1 Common pitfalls to avoid when handling employer stock​ Strategies to optimize long-term capital gains treatment​ For more insights from Andy and his team, visit Ed Slott and Company.​

Hosts Michael Connaughton and Kathleen Keneally are joined by Joy Slabaugh founder of The Financial Conflict Resolution Institute. Joy is a CFP® professional with 20 years financial of planning experience that includes providing advice to multi-billion dollar clients.  She is also a licensed therapist trained in Internal Family Systems with experience working with individuals and couples. Her unique combination of experience positions her to help advisors easily transform their client's wealth mindsets and resolve marital financial conflicts so they can make more money, be more efficient, and deliver life-changing client value. They discuss: -Joy’s background as an advisor and a licensed therapist and how it shaped her business. - Joy’s engagement process with both advisors and advisor’s clients. -Behavioral finance ad client approach And much more. More on Joy and The Financial Conflict Resolution Institute. https://www.financialconflictresolutioninstitute.com/ Contact Joy Email: slabaugh.joy@gmail.com Linkedin:  https://www.linkedin.com/in/joyslabaugh/

Keith Garte Hosts Michael Connaughton and Kathleen Keneally are joined by Keith Garte, Personal Risk Management Advisor with Assured Partners. Keith Garte is a Personal Risk Management Advisor with Assured Partners working out of their Natick office. Keith helps successful individuals and families by protecting them from unforeseen events that will have a negative impact on their finances. Keith has over 25 years of advisory experience in both insurance and financial services.  They discuss: -Keith’s process, how he collaborates with financial advisors, and questions for advisors to ask. -Risk mitigation strategies, carrier selection and much more. Contact Keith Email: keith.garte@assuredpartners.com Phone: 781 641 7222

Advisor Tech with Jump Advisor AI CEO Parker Ence Hosts Brad Wright and Kevin Williams are joined by Parker Ence, CEO and cofounder of Jump Advisor AI. Parker is an entrepreneur and operator with 12 years CEO/cofounder experience across advisor tech, data, AI, and SaaS. As CEO, he’s operated companies in spinoff, turnaround/distressed, and startup scenarios. Parker also has experience in PE/VC, consulting, and economic development. He has his MBA from Stanford. They discuss: - How Jump AI turns conversations into tasks, notes, and compliance records with secure AI -Ways it can help with meeting prep -The amount of time it can save advisors and what advisors are doing with that extra time For more on Jump Advisor AI: https://jumpapp.com/  

Have you thought about making your business fully remote?  Or perhaps it is and you’ve wanted to relocate?  That’s the story of today’s guest, Erica Feldblum, and LPL advisor, on this week’s episode of the WPP.  Listen in has Erica shares her story.  Over 30 years she has developed specific niches working with women, retirement plans, and those passionate about ESG.  She sounds more passionate than ever, as she shares her story of moving from an in-person practice to fully remote which afforded her the opportunity to relocate to Nashville, TN.  Hear practical tips and valuable lessons from her experiences.  Perhaps you, too, will bring increased freedom and enthusiasm to your delivery of financial planning and financial services!    Join co-hosts Chris Boyd (https://www.linkedin.com/in/j-christopher-boyd-b932169/) and Brad Wright (https://www.linkedin.com/in/bradleyonair/), both past presidents of the chapter.   Erica Feldblum can be found at: email: Erica.Feldblum@LPL.com Web: https://www.ef-financial.com/team/erica-feldblum LinkedIn: https://www.linkedin.com/in/erica-feldblum-06b444/  

Hosts Brad Wright and Chris Boyd are joined by Michael Bell, CEO of Meketa Capital Michael has more than 25 years of experience in the investment management and wealth management industries. He is the Chief Executive Officer of Meketa Capital as well as the Founder and Chief Executive Officer of Primark Capital. Prior to Primark, Michael built and was the CEO for a $12 billion RIA, managing more than 30 investment strategies and a $10 billion liquid alternative mutual fund complex that launched more than 50 alternative funds. Most recently, he purchased, grew, and sold a family office-backed $6 billion RIA. Also, he specialized as a corporate finance attorney for Latham & Watkins and was a CPA for KPMG. Michael holds a Bachelor of Science in Commerce from the University of Virginia and a Juris Doctorate from West Virginia University. They discuss: - Investing in private equities and credit -Historic hurdles and challenges with accessing these investments and how that’s changing - What a co-investment is and how it can affect fees For more on Meketa Capital: www.meketacapital.com

Hosts Brad Wright and Kevin Williams are joined by Scott Gottlieb of U.S. Compliance Consultants. Scott is President of U.S. Compliance Consultants, a full-service compliance consulting company that focuses exclusively on state and SEC-registered investment advisers. Scott founded U.S. Compliance Consultants in 2004. U.S. Compliance Consultants has been a preferred service provider for both Schwab and Raymond James almost since its founding and Scott has conducted multiple compliance seminars on a variety of topics for both firms. Prior to founding US Compliance Consultants, Scott was a corporate and securities attorney at Kelly, Drye and Warren, an international law firm based in New York City. He started out as a corporate attorney for Robinson & Cole, a regional law firm with offices in Boston, Hartford and Stamford, CT. They discuss: - The job of an outside compliance consultant -State versus SEC compliance -Launching a new firm -What regulators are focusing on in 2025, including artificial intelligence For more on U.S. Compliance Consultants: https://uscomplianceconsultants.com/  To contact Scott: seg@uscomplianceconsultants.com 

Direct Indexing Strategies with Greg Kanarian, JD, CFA   Hosts Kathleen Kenealy and Chris Boyd speak with Greg Kanarian, an Investment Strategist at Natixis Investment Managers representing the firm’s Direct Indexing strategies. Greg joins the show to talk all things direct indexing - what it is, common benefits and tax advantages, which clients it may or may not be appropriate for, what personalization and customization options are available, and more. If you’ve been curious about direct indexing but haven’t taken time to learn much about it, this episode is for you! To learn more: https://www.linkedin.com/in/greg-kanarian/ https://www.im.natixis.com/en-us/about/biographies/gregory-v-kanarian  

Nick Gudz Hosts Michael Connaughton and Brad Wright are joined by Nick Gudz, Co- Founder of Fin.Link. Nick has been in the industry for 20 plus years holding multiple positions. He co-founded Succession Link in 2012, a platform he developed connecting buyers and sellers of wealth management practices. He sold Succession Link in 2018 and reacquired the business in 2022 and has since revamped the platform and rebranded to Fin.Link. They discuss: -Nick’s career path leading to the founding of Succession Link and now Fin.Link. -The evolution from M&A at Succession Link to Fin.Link’s focus around all aspects of wealth management. - Fin.Link’s resources, tools, and social networking capabilities. More on Nick and Fin.Link: https://fin.link/ Linkedin: https://www.linkedin.com/in/nickgudz/