Wicked Pissah Podcast

7Michael Connaughton – Lead Advisor Hosts Brad Wright and Kathleen Kenealy are joined by Michael Connaughton. Mike is co- founder of Lead Advisor, a wealth management collective that specializes in building firms, practices and careers. They provide creative perspective, time leverage and industry insights for growth focused businesses and professionals. With a niche in talent acquisition and development, Lead Advisor partners with firms and practices to help solve for service, scalability and succession planning. They also empower professionals in the field through career strategy coaching, leadership development and study groups.  Michael is a CFP who went to Providence College, lives in the Boston area, and yet somehow finds himself a Milwaukee Bucks fan?! Find out why… They discuss: -What goes into a talent search and whether candidates are difficult to find - What candidates are searching for in a new firm -Coaching both firms and candidates -Lead Advisor’s app for vetted candidates Learn more about Michael and Lead Advisors: https://www.lead-advisor.com/ Newsletter:  https://mailchi.mp/1f81a3c34ca4/lead-advisors-talent-market-insights-for-september-17380127 Web based app for several core employee roles for hiring firms:  https://app.careers.lead-advisor.com/login/start      

Setting Charitable Intentions with Erinn Andrews of The Give Team   Education, food insecurity, climate change, humanitarian and disaster relief… There are countless  causes and more than a million and a half charities in the US looking for support. We all have limited time and resources, so how do you possibly decide which organizations to donate to? On this episode we are joined by Erinn Andrews, founder and CEO of the Give Team, to talk about how she helps clients be more strategic and intentional in their charitable giving. We talk with Erinn about how and why advisors should bring up philanthropy in conversations with their clients, the process she uses with clients to develop a charitable mission statement, how she identifies and selects charities that are in line with her clients’ giving missions, and why she prefers stay local when recommending charities to clients.    For more information or to contact Erinn: erinn@thegiveteam.com https://www.thegiveteam.com/ https://www.linkedin.com/in/erinn-andrews/

Incorporating Long Term Care Into Your Long-Term Planning   There are some grim statistics out there regarding long term care: 70% of adults who live until age 65 will develop a need for long term care services in their lifetime The average annual cost of a private room in a nursing home facility runs more than $100,000 a year.  How can you help your clients prepare for what can be catastrophic costs of care during their lifetimes? On this episode, we speak with Linda Thalheimer, an independent expert in long term care planning. Tune in to hear our conversation about who should consider buying long term care insurance, how certain policies can protect against Medicaid liens, new trends in the long term care industry, and how her parents have used over a million dollars in long term care benefits so far.    For more information: https://www.linkedin.com/in/longtermcareadvisor/ https://www.longlifeplanning.com/ https://www.genworth.com/aging-and-you/finances/cost-of-care  

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/