Wicked Pissah Podcast

In this episode, Chris Boyd CFP®, CASL, CEPS catches up with Bob Powell CFP®, RMA® to discuss the pressing issue of financial exploitation, focusing on scams and schemes. Bob Powell highlights the prevalence of financial scams, particularly those targeting elderly individuals, with statistics showing significant financial losses and many cases going unreported. -Common ScamsThe discussion covers various scams such as AI-generated deep fakes, phishing emails, romance scams, and "pig butchering" investment scams, illustrating the sophistication and creativity of modern scammers. -Risk FactorsIdentifying factors that increase vulnerability to scams, including cognitive decline, social isolation, low financial literacy, and lack of a financial advisor. -Protective Measures-Emphasis on education, awareness, and proactive planning. Recommendations for using tools like olderadultnestegg.com for regular assessments and creating a trusted contact to help safeguard clients. https://www.thestreet.com/retirement-daily/ https://www.linkedin.com/in/powellrobert/ https://www.linkedin.com/in/j-christopher-boyd-b932169/

As an advisor, you may have a considerable part of your personal wealth connected to your business. How and when will you obtain that wealth by selling your business? Will you sell internally or to another firm? Will that firm be larger and backed by private equity? How soon do you want to exit or how long do you want to stay active and what restrictive covenants will impact you? Is it important to you to keep your brand … technology … control of portfolio management? These and many other considerations are discussed in this episode as co-hosts Chris Boyd & Brad Wright speak with today’s guest, Jessica Polito (http://linkedin.com/in/jessica-polito-thm) of Turkey Hill Management (https://turkeyhillmanagement.com/). Jess is one of the several upcoming presenter at the Wicked Good Succession Summit on June 5, 2024. Register and join us!    FPA NE - Wicked Good Succession Summit | June 5th, 2024  Location: The Artisan at Tuscan Village, Salem, a Tribute Portfolio Hotel, 17 Via Toscana, Salem, NH 03079  Date and time: Wed, Jun 5, 2024 8:00 AM - 6:30 PM  Organizer: Kristin Beane, (508) 320-1685, admin@fpama.org  Price: $150 (member)/$200 (non-member)  https://www.fpanewengland.org/2024/05/june-5-wicked-good-succession-summit/    http://linkedin.com/in/j-christopher-boyd-b932169 http://linkedin.com/in/bradleyonair  

Mike Arone – State Street Global Advisors Hosts Brad Wright and Kathleen Kenealy are joined by Mike Arone. Mike is Managing Director and Chief Investment Strategist for State Street Global Advisors US Intermediary Business Group. Michael is a highly regarded speaker at industry conferences and is the author of several articles related to investment management practices. He is a member of the firm's Senior Leadership Team and has worked extensively with the firm's global institutional and intermediary clients to help them identify investment solutions that enable them to meet their long-term financial goals. Michael holds a BS in Finance from Bentley College. He has earned the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and CFA Institute. They discuss: - The strength of the US economy and whether we’re headed towards a recession - Why gold, silver and other commodities have been doing so well lately - The US deficit - A bit about politics… without getting political Learn more about State Street Global Advisors: www.ssga.com 1) SPDR Exchange Traded Funds (ETFs) | SSGA 2) Uncommon Sense (ssga.com) 3) Insights (ssga.com) – save as a favorite and check back often 4) Practice Management (ssga.com)

Jim Sinai - Vanilla Host Brad Wright is joined by Jim Sinai. Jim is Chief Marketing Officer at Vanilla, The Estate Advisory Platform, designed to transform how wealth advisors help their clients manage their estate and build their legacy. Jim is a seasoned cloud executive and experienced marketer, with a background in sales, business development, and a passion for new technology, telling the story and helping make complex software easy to understand. Jim is also a former college rugby player, at Brown. They discuss: -Adding estate planning software to an advisor’s arsenal -How it integrates with performance and tax planning software, as well as insurance -To what degree it can help with prospecting -And why Vanilla is NOT boring Learn more about Vanilla:  www.justvanilla.com Follow them on LinkedIn: https://www.linkedin.com/company/justvanilla/  

George Kinder, pioneer of life planning, discusses the importance of empathetic client communication and the role of mindfulness in financial planning. He shares insights on setting transformational goals, the power of empathy and listening in advising, and the vision of a golden civilization through fiduciary principles.

Tiffany Markarian – Advantus Marketing Host Brad Wright is joined by Managing Director of Advantus Marketing, Tiffany Markarian. Tiffany has coached hundreds of wealth advisors, broker/dealers, brokerage and insurance firms in driving productivity, practice equity and overall growth. She draws from her deep field experience as a Director of Marketing for Allmerica Financial, Senior Consultant at New England Financial/MetLife, and Director of Marketing for John Hancock/Signator Investors, Inc. She additionally served as Director of Business Development for a Massachusetts wealth management firm for seven years prior to forming Advantus Marketing. They discuss: -Branding and how to utilize it to develop profitable markets - How to develop your marketing team – Because Hope is not a plan - How many 45s fit in a Jukebox – hint: more than 50! Plus, you’ll learn how to run everything by JAMES Contact Tiffany: tiffany@advantusmarketing.com Website: www.advantusmarketing.com

"Clutter is nothing more than unmade decisions." - Patty Kreamer. Organization and efficiency expert Patty Kreamer of Productivity Uncorked joins us to share how to see between the steps and pull out the things that really don't matter and how you can use DiSC behavioral styles as a resource to enhance your daily relationships.   https://productivityuncorked.com/ https://www.facebook.com/ProductivityUncorked https://www.linkedin.com/in/pattykreamer https://wickedpissahpodcast.libsyn.com/episode-124-patty-kreamer-cpo-productivity-uncorked https://discsimple.com/discsimple-usa/

Sharing a Passion for Personal Finance Through Writing with Kate Dore, CFP®   On this episode Kathleen and Jeff are joined by personal finance reporter Kate Dore, CFP®. We hear from Kate about how a career in music publishing led Kate to discover a passion for personal finance and eventually pursuing the Certified Financial Planner™ designation. We talk to Kate about how she gets her ideas for her articles, why she likes to collaborate with advisors, and how she incorporates aspects of the financial planning process into writing her stories. https://www.linkedin.com/in/katedore/ https://www.cnbc.com/kate-dore/

On this episode of the Wicked Pissah Podcast we are joined by long time industry veteran, Kate Healy. You may know Kate from her long tenure at TD Ameritrade or perhaps you recognize her from one of the many industry awards she has been honored with over the years, but you may not know about what she’s up to now. Listen in as we talk with Kate about her career, why it’s so important to develop the next generation of talent in this industry, and what she’s doing now that she’s launched her own consulting firm, AdvoKate IQ.  https://www.linkedin.com/in/kateehealy/  

"Do what you do best and outsource the rest." - Peter Drucker. Michelle Wong, CEO of Nifty Advisor Support, joins us to discuss how she strives to close the talent gap between advisors and non-advisors through inclusive communication and effective remote team management. Their virtual assistance, collective coaching, and on-demand recruiting solutions help advisory firms deliver a better client experience.   https://www.niftyadvisorsupport.com/ https://www.linkedin.com/in/woahitsmiwo/ https://www.linkedin.com/company/nifty-advisor-support/ https://www.linkedin.com/newsletters/wong-not-white-7049713992860131328/ https://www.facebook.com/meetnifty https://twitter.com/meetnifty