Wicked Pissah Podcast

Protecting your clients' property and wealth with Personal Risk Advisor Holly Gately When was the last time you took your clients through a comprehensive risk assessment? Can't remember? Then tune into this episode of the Wicked Pissah Podcast and hear from Personal Risk Advisor Holly Gately. Holly is a risk management specialist with USI Insurance Services who focuses on personal property and casualty insurance for successful individuals and families. We'll learn about the holistic approach Holly takes to make sure clients are properly insured, how advisors can make the insurance review experience better for clients, why you might want to think twice about buying that condo in Florida, and more. HOLLY GATELY Personal Risk Advisor CA Individual License No. 4106472 USI Insurance Services, LLC CA Agency License No. 0G11911 holly.gately@usi.com | www.usi.com https://www.linkedin.com/in/hollyoconnor/ https://www.linkedin.com/company/usi-insurance-services/ https://www.usi.com/property-casualty/ https://www.usi.com/personal-risk/

Host Brad Wright is joined by Holistiplan's Chief Growth Officer, Chris Field. They'll walk you through Holistiplan's tax planning software (even if you're not a CPA or an EA). You'll learn how the software can help you: scale gain clients justify your fees You'll also learn about two books Chris has written on becoming a "Disruptor" and the non-profit Mercy Project, which he founded to use sustainability and empowerment to help rescue children out of slavery in Ghana. For more info on Holistiplan: www.Holistiplan.com To reach Chris: Chris@Holistiplan.com

Are you an advisor working with baby boomer business owner clients? According to the US Small Business Administration, there are 33.2 million small businesses in America representing 99.9% of all US businesses. Obviously small businesses are a critical part of our local, state, and national economies. But what happens when someone who has spent their life building and growing their business decides they are finally ready to let go of the reins and do something different? How do privately held business owners prepare to eventually sell or exit their company? On this episode of the Wicked Pissah Podcast, we are joined by speaker, author and exit planning expert John Leonetti, Founder and CEO of Beacon Hill Equity Group and the International Exit Planning Association. We'll hear from John about what exit planning is and why business owners need it, why demand for exit planning continues to increase amongst baby boomer business owners, and how advisors can better engage with business owners to help them through what is both a financial and emotional process. You'll also hear a story from John about a recent transaction he facilitated that gave me goosebumps and helps support his claim that exit planning is the greatest work there is. https://www.linkedin.com/in/john-leonetti-421b83a/ https://theiepa.com/ https://beaconhillequitygroup.com/ https://www.amazon.com/Exiting-Your-Business-Protecting-Wealth/dp/0692016228

In this episode, our esteemed guest is Jeffrey Kleintop, CFA, Chief Global Investment Strategist and Managing Director of Charles Schwab & Company, Inc. Listen in as Jeff reminds advisors of the virtues of international exposure, not just from the perspective of company domicile or sales exposure. Jeff will share their perspective on the state of the global economy, including the potential opportunities (attractive multiples or recovery from recession) and risks (whether climate, geopolitical concerns, or others), We'll be reminded that even domestic investors may not be exempt from many of these same concerns, but are we entering a period of foreign markets outpacing US markets? Let's talk about Global Markets and International Investing! To connect further with Jeffrey you can find him below: https://www.linkedin.com/in/jeffrey-kleintop-36427a9/ https://www.schwab.com/learn/author/jeffrey-kleintop https://twitter.com/jeffreykleintop To find out about the educational opportunities we discussed in this episode and more: https://www.fpanewengland.org/

Returning guest, Kristin Beane of Endeavor Consulting, LLC and FPA of New England's executive director joins the podcast for an update on what's been happening in the chapter the first half of the year and for a preview of things to come. Whether for the Free CE Day for members (on 8/1 & 8/2), upcoming half-day educational programs, community building, or pro bono offerings, the FPA of New England has loads to offer members. Hear how Kristin and her team have grown from serving one chapter to some of the largest chapters along the east coast. https://www.fpanewengland.org/ Admin@FPAMA.org https://www.linkedin.com/company/financial-planning-association-of-massachusetts?trk=company_logo http://www.facebook.com/pages/Financial-Planning-Association-of-Massachusetts/180236272033414

Brad Wright CFP® and Jeff Tomaneng CFP® speak with Joe Messinger CFP®, ChFC®, CLU®, CCFC. Joe is a trusted authority in the areas of college planning and funding. He's on a mission to "Change the way America shops for college." He created the innovative College Pre-Approval™ system to seamlessly guide families through the college funding maze and ensure that every student graduates with manageable student loan debt without robbing retirement. We discuss: The rising costs of college tuition How to calculate net costs at over 3,000 schools across the country How late is too late to begin planning for college Joe's "College Planning Made Easy Certificate Program for Advisors" Contact Joe: https://www.joethemessinger.com/ https://www.linkedin.com/in/joemessinger/ https://capstonewealthpartners.com/ https://twitter.com/capstonewealth https://www.facebook.com/mycapstoneplan/

As a financial professional, are you working in your business, or are you working on your business? Today we are joined again by renowned professional coach and author, Duncan McPherson. Chapter Past Presidents Brad Wright & Chris Boyd discuss with Duncan some of the powerful insights from the book, The Blue Square Method, which he co-authored with Chris Jeppesen. The Blue Square Method is about building a business and a life … finding that balance and developing a business that serves clients effectively, efficiently, and compellingly so that they become raving fans with branded processes, all while building a business that serves your life well. Additionally, Duncan shares about the virtues of professional coaching services for financial advisors and his team at Pareto Systems. Okay, let's get started and learn more about the Blue Square Method! https://www.linkedin.com/in/duncanmacpherson/ https://www.thebluesquaremethod.com/ https://www.paretosystems.com/

This week, we talk with Ric Edelman about Cryptocurrency & Digital Assets. The questions abound: Is it safe? Who should and shouldn't own it? How much for a client's portfolio? How do I deal with the logistics of ownership, rebalancing, digital wallets, and compliance oversight? What about bad actors - be it platforms like FTX, failed coins, or even illicit uses? Join chapter past-presidents Chris Boyd & Jeff Tomaneng as we hear about Ric's journey from journalist to national radio show host, to best selling author, to building the nation's largest RIA firm. We'll also hear about Ric's latest endeavor to educate financial professionals about digital assets. Whether you agree or disagree about the uses of cryptocurrency, you'll enjoy Ric Edelman's passion and enthusiasm for this emerging asset class. Let us know what you think? Let's talk about Cryptocurrency! https://www.linkedin.com/in/ricedelman/ https://dacfp.com/ https://www.amazon.com/Truth-About-Crypto-Easy-Understand/dp/1668002329

With more than $47M American retirees, and 10,000 BabyBoomers reaching retirement age every day … let's talk RETIREMENT. Join our guest, Bob Powell, renowned Retirement columnist for USA Today & MarketWatch, publisher/editor of The Street's Retirement Daily, host of Exceptional Advisor, Co-Founder of FinStream.TV, Curriculum Director of the Elder Plan Specialist certification program, & Director of Retirement Education for Sensible Money. Whether about spending in retirement, the risks retirees face, or the needs for an elder plan, Bob provides insights for advisors consideration when working with clients in retirement based on his extensive expertise from a career of financial reporting as well as having conversations with many today's great financial minds. Listen for the end of the podcast as Bob indicates how advisors can get published, and benefit from credentials aimed at helping advisors work with retirees. https://www.linkedin.com/in/powellrobert/ https://www.thestreet.com/retirement-daily/ http://finstream.tv/

Kathleen and Jeff speak with Dr. Sarah Fallaw. Sarah is a psychologist, researcher, and founder-president of DataPoints, the first behavioral assessment company for financial services. DataPoints uses tools that pinpoint financial attitudes, wealth-building behaviors, and investor risk tolerance to uncover client money mindset. She co-authored The Next Millionaire Next Door, continuing the study of wealth in America started by Thomas J. Stanley, Ph.D. https://datapoints.com/ https://www.linkedin.com/in/sarahfallaw/ https://twitter.com/sarahfallaw https://www.facebook.com/datapoints