Wicked Pissah Podcast

On this episode of the Wicked Pissah Podcast we are joined by representatives from Dimensional Fund Advisors, Althea Trevor and Dillon Hewitt-Castillo. During our conversation with Althea and Dillon we learn about Dimensional's investment philosophy, strategy, and the process they use when building portfolios. We also learn about the numerous resources that Dimensional provides to advisors to help support their practices and client work. https://www.dimensional.com/us-en/financial-professionals dillon.hewitt-castillo@dimensional.com

On this episode of the Wicked Pissah Podcast we speak with Brooklyn Brock, founder of Ellevate Advisors. Brooklyn is a Certified Financial Planner™ practitioner who provides financial planning services to a unique set of clients – other financial planners. Brooklyn is also a Certified Exit Planning Advisor and works with other planners to coach them through putting continuity and succession plans in place. Tune in to learn more about why Brooklyn brings a unique perspective to succession planning, how she implements a values-based approach in the work she does with her clients, and the steps you can take to begin the important work of creating your own continuity and succession plan for your firm. https://www.ellevateadvisors.com/brooklyn-brock https://www.linkedin.com/in/brooklynbrock/

We are joined by Ginnie Baker, CFP®, Partner of Beaird Harris Wealth Management and head of the FPA® Advisory Council, to discuss what the role of the Advisory Council is, its importance, and how it's impacting the Financial Planning Association® going forward.

On this episode we are joined by our fellow FPA of New England member, Rick Fingerman, CFP®, CDFA®, CCPS™. Rick is the Managing Partner and Co-Founder of Financial Planning Solutions where he helps create Financial Wellness for Widowed or Divorced Women™ and works to empower clients that are seeking a more secure financial life. Rick was awarded the 2014 Heart of Financial Planning Award for the work he does overseeing our chapter's pro bono financial coaching program with the Dana Farber Cancer Institute (DFCI). Tune in to hear about how Rick became involved with the DFCI coaching program and why he gives so much of his time back through volunteering. We also talk about the June 2nd training session for those that are interested in becoming a pro-bono coach for Dana Farber patients, what it is like working with patients and the many resources that are available to support you in your coaching efforts. https://www.linkedin.com/in/rickfingerman/ https://planwithfps.com/who-we-are/meet-the-team https://www.fpanewengland.org

David Marra of Markin Asset Management speaks with us not only about quantitative asset management but also about the recession worry, changing long-term economic & market conditions, recency bias, building portfolios that act as clients expect, this quarter's earnings, and recent banking insecurity. Benefit from David's insights and perspective, and learn more about Markin's approach & offerings. https://markinfunds.com/ https://www.linkedin.com/in/david-marra-8693b44

We are joined by body language expert, keynote speaker, and author Traci Brown. She uses her body language expertise to help banks, credit unions and financial, insurance and safety groups stop fraud losses by detecting deception that happens right before their eyes. She also shares with us some tips to better understand and communicate with others and facilitate better relationships. https://www.bodylanguagetrainer.com/ https://www.linkedin.com/in/bodylanguageexpert1/

We are joined by 2022 Heart of Financial Planning Award winner Celeste Revelli. She is the director of digital planning within planning advice services at Fidelity Investments. She will share her thoughts on how democratizing financial wellness and closing wealth gaps via technology can lead to greater financial peace of mind and a society that operates at its optimal potential. https://www.linkedin.com/in/celestehernandezrevelli https://www.fidelity.com/go/youth-account/

On this episode, host Kathleen Kenealy speaks with two of the FPA New England chapter's board members: Membership Director Karen Van Voorhis, CFP® and Kayla Holland, CFP®, head of the Next Gen Committee. We hear from Kayla and Karen about the different paths they each almost took before pursuing a career in financial planning. We talk about the value of starting a career in a small firm that provides you with an opportunity to experience many different aspects of running a wealth management firm. Karen shares her tips for finding a position as a planner without ever actually applying for a job and Kayla tells us about all the great events the Next Gen committee is planning for this year. We also hear about their experiences being involved with the FPA, the benefits that the FPA provides to its members, and how the FPA as an organization can benefit from welcoming Next Gen members to our community. https://www.linkedin.com/in/karenvanvoorhis/ https://www.linkedin.com/in/kayla-holland-cfp%C2%AE-031a0435/ https://www.fpanewengland.org/

We are joined by award-winning financial advisor, educator, and thought leader Robert Glovsky. Robert is Vice Chair and a Principal of The Colony Group. Stay tuned to hear about his professional journey and thoughts on CFP education and the profession of financial planning. https://www.linkedin.com/in/robert-glovsky-265a205a/ https://www.thecolonygroup.com/your-team/robert-j-glovsky-jd-llm-cfp/

We are joined by CFP Board CEO Kevin Keller and CFP Board Chair and CFP Professional Dan Moisand. We'll hear about CFP Board's strategic priorities, the relationship between FPA and CFP Board, and Dan and Kevin's thoughts on the evolution of the financial planning profession. Stay tuned to hear our conversation.