Wicked Pissah Podcast FPA NE

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/
 

For our 200th episode, we are joined by the legendary George Kinder, best known for creating the Registered Life Planner designation and curriculum through the Kinder Institute of Life Planning.  George is a pioneer who helped to shape what has become the financial planning industry.  Join past chapter president, Chris Boyd of Wealth Enhancement Group & Kathleen Kenealy, current chapter board member & founder of Katapult Financial Planning, for an uplifting and inspiring discussion about financial planning in the context of Life Planning.
 
Harvard-educated George Kinder started as a tax planner and a personal financial advisor (1973 - 2004) and subsequently became the founder and president of The Kinder Institute of Life Planning (2000—present), which has trained more than 5,000 professionals worldwide.  
 
He is the author of numerous books (https://www.amazon.com/George-Kinder/e/B001JRXW6M). George Kinder was the first winner of the Financial Planning Association's Heart of Financial Planning Award, recognizing "individuals who demonstrate commitment and passion in doing extraordinary work to contribute or give back to the financial planning community and the public." 
 
In this episode, George shares insights about life planning - considering how we communicate in client meetings - listening empathetically - and being careful not to direct clients & their priorities.  George elaborates on the 3 Questions for which he has become famous, common themes of responses, and how the Kinder Institutes helps advisors as Registered Life Planners become more & better advisors by assisting clients on their journey to fulfillment.  Even as the conversation concludes, George's enthusiasm & passion remain evident, considering the virtues of mindfulness & the fiduciary standard.  
 
Join us as we meet George Kinder & consider Life Planning on the Wicked Pissah Podcast!

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