Wicked Pissah Podcast

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.

We are joined by 2022 FPA Heart of Financial Planning Award winner Shawn Jacobson. Shawn is an Advisor at Northrock Partners where he leverages over 20 years of impactful and meaningful client relationships, Shawn continues to deliver extensive education and advice in retirement, estate planning, insurance and investments to affluent clients. https://www.linkedin.com/in/shawn-jacobson/ https://www.northrockpartners.com/  

Matthew Jarvis, Co-Founder of The Perfect RIA and author of Delivering Massive Value, joins host Brad Wright to discuss helping financial advisors create hyper-efficient and profitable practices. Learn how you can become more efficient and increase your firm's capacity, how to "graduate" clients who are no longer a fit, and how to achieve all of this while charging a premium. You'll also find out who Matt turns to for advice, what he's reading, and how he spends all of his time off. Contact Matt:  https://theperfectria.com/ Buy the book: Amazon Other References: https://theperfectria.com/podcasts/ https://www.kitces.com/blog/matthew-jarvis-financial-podcast-building-profitable-lifestyle-practice-by-age-35/

We are joined by writer and financial planning industry commentator Bob Veres. Bob is the owner, editor, and publisher of Inside Information, a newsletter of relevant curated content for the financial advisory profession and co-producer of the Insiders Forum. Bob is a frequent industry speaker, delivering insightful and entertainment keynote sessions that explore the features and trends of the financial advisory profession. In addition to winning several national awards as a journalist, Bob has been named as one of the most influential people in the financial planning profession by Investment Advisor Magazine and Financial Planning Magazine. We learn about how he got to where he is today and hear about the evolution of the financial planning profession. https://bobveres.com/ https://www.linkedin.com/in/bob-veres-b4813611  

This week, we are joined by financial behavior expert, and storyteller Dr. Mary Bell Carlson, CFP®, AFC®. Mary is the president of Financial Behavior Keynote Group, a source for keynote speakers centered on financial behavior, and the author of the newly released book, Anchors, Ostriches, and a Hot Pair of Scissors: Navigating Human Behavior as a Financial Professional. We'll hear about her diverse professional experiences, working with financial planning firms, professional associations, government organizations, human resources firms, and higher education institutions. Her contact info: Email: Mary@keynote.financial LinkedIn: https://www.linkedin.com/in/marybellcarlson Twitter: @MaryBellConsult Website: https://keynote.financial/

Host and past FPA MA President, Jeff Tomaneng, CFP®, is joined by author, consultant, and Financial Services FinTech Expert Joel Bruckenstein. Joel is the founder and president of T3 Technology Tools for Today, the premier practice management and consulting firm for the financial planning profession and the financial services industry. Stay tuned to hear about his journey and the evolution of financial technology. T3 Advisor Conference: March 13-16, 2023 Conference discount code: T3Z200 Register for Conference here: https://www.t3conferences.com/ Joel's LinkedIn: https://www.linkedin.com/in/joelbruckenstein/

In this episode, hosts Kathleen Kenealy and Jeff Tomaneng are joined by 2022 FPA Heart of Financial Planning Award winner Mark Prendergast. Mark talks to us about his career over the years, how he works with clients in his role as Director of Tax Strategies at Inspired Financial, and how he's developing the next generation of planners and leaders at his firm. We also learn about what he's looking forward to in retirement, what inspires him to tirelessly give back through volunteering and pro bono efforts, and how he found love through the FPA. Mark's links: https://www.financialplanningassociation.org/lead/awards-scholarships/heart-of-financial-planning-award https://www.linkedin.com/in/mark-prendergast-6974aa9/ https://www.inspiredfinancial.biz/ https://www.savvyladies.org/about-us/helpline-volunteers/

Host Jeff Tomaneng, CFP®, is joined by 2021 FPA Montgomery-Warschauer Award winner Julie Fortin, CFP®, FBS®, CeFT®. Julie is a partner and wealth advisor with Northstar Financial Planning, a financial life planning and wealth management firm dedicated to helping women and couples successfully navigate life transitions while cultivating financial security and well-being. She specializes in wealth psychology and the neuroscience of financial decision making. Stay tuned to hear about her journey and how interpersonal neurobiology integrates with the profession of financial planning. Her Award Winning Paper: https://www.financialplanningassociation.org/article/integrating-interpersonal-neurobiology-financial-planning-practical-applications-facilitate Her LinkedIn: https://www.linkedin.com/in/julie-fortin-cfp/

Host Jeff Tomaneng, CFP®, is joined by 2022 FPA P. Kemp Fain, Jr., Award winner Scott Kahan, CFP®. Scott is the owner and founder of Financial Asset Management Corporation, a financial planning and advisory firm he started in 1986 with the vision to provide individuals, families, and small businesses with the tools and resources to make and implement informed financial decisions in a fee-only model. Hear about his journey and thoughts on the evolution of the financial planning profession, the importance of pro-bono work and giving back, being client-centric, financial planning not being about a product sale, and financial life planning. Scott's info: https://www.famcorporation.com/ https://www.linkedin.com/in/scottkahancfp/ https://www.famcorporation.com/ https://www.facebook.com/FinancialAssetManagementCorp