Wicked Pissah Podcast FPA NE

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

"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