Wicked Pissah Podcast

FPA NE
  • 5.0 (12)
  • Investing
  • Updated Weekly

The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for engaging discussions and insightful content!

  1. 2d ago

    #294 - The New Growth Engine: How AI Is Reshaping Advisor Marketing with Ian Karnell

    How will financial advisors grow their businesses in a digital-first world?   In this episode of the Wicked Pissah Podcast, Chris Boyd is joined by Ian Karnell, co-founder of Vast Advisor, to break down how AI is transforming advisor marketing and client acquisition. This conversation goes beyond productivity tools and dives into how advisors can build scalable growth systems that align with how today's clients actually search for advice.   If you've ever wondered whether referrals alone are enough—or how to adapt your strategy for the next generation of investors—this episode offers a fresh perspective. In this episode, we discuss: Why traditional referral-based growth may not scale The growing influence of digital-first client behavior How AI can help advisors define and target ideal clients The concept of a repeatable "growth engine" for advisory firms Balancing innovation with compliance in a regulated industry What the next generation of advisors is doing differently Whether you're an independent advisor or part of a growing firm, this conversation will help you rethink how you approach growth in a rapidly evolving landscape.   Subscribe for more conversations on financial planning, markets, and the future of advice.   Vast Advisor website: VastAdvisor | AI Client Acquisition for Wealth Managers & RIAs Vast Advisor LinkedIn: https://www.linkedin.com/company/vastadvisor Ian's LinkedIn: Ian J. Karnell | LinkedIn Chris's LinkedIn: J. Christopher Boyd | LinkedIn   #FinancialAdvisors #WealthManagement #RIA #AdvisorGrowth #PracticeManagement #AIinBusiness #FinancialPlanning #Leadership

  2. Jun 23

    #293 - The Social Security timeline may be shorter than expected so what does that mean for your retirement?

    In this episode of Something More with Chris Boyd, Chris Boyd and Russ Ball are joined by Social Security expert Marcia Mantell to unpack the latest Trustees Report and its implications. With projections pointing to a potential shortfall by 2032, they explore what's driving the change—and what it could mean for your future benefits.   Marcia shares insights from decades of experience helping retirees navigate Social Security decisions and explains why some of the most common reactions—like claiming early—may do more harm than good.   Learn more about Marcia Mantell and her work: Marcia's website: https://mantellretirementconsulting.com/ Marcia's LinkedIn Profile: https://www.linkedin.com/in/marciamantell/   Explore policy insights and planning tools: Committee for a Responsible Federal Budget: https://www.crfb.org/   Connect with the hosts: Chris's LinkedIn Profile: https://www.linkedin.com/in/j-christopher-boyd-b932169/ Russ's LinkedIn Profile: https://www.linkedin.com/in/russ-ball-3058b5160/   In this episode, we discuss: What the 2026 Social Security Trustees Report actually says Why the projected shortfall timeline has moved closer Common misconceptions about claiming benefits early Potential policy solutions on the table How to plan for uncertainty in retirement income If you found this helpful, be sure to like, subscribe, and share with someone who's thinking about retirement. #RetirementPlanning #SocialSecurity #FinancialAdvising #WealthManagement #FinancialPlanning #PolicyInsights #AdvisorPerspective

  3. May 5

    #292 - Research and Reporting with YCharts' Jeff Juracka

    Our guest on today's episode is Jeff Juracka, Senior Account Executive at YCharts. Jeff has been building and leading his team at YCharts for the past six years. He's a graduate of Loyola University of Chicago and is a former rugby player, who also studied - YCharts was founded in 2009 to democratize investment research. They are an all-in-one platform for investment research and client communication, with tools that are easy to use, and data that is reliable and timely. They discuss: -The current state of FinTech -Why visual presentations matter -Charts advisors gravitate towards Contact YCharts: https://ycharts.com/

  4. Apr 28

    #291 - Before It Breaks: Spotting Financial Red Flags in Aging Parents

    Nobody plans for the call—but sooner or later, it comes. In this episode of the Wicked Pissah Podcast, Chris Boyd sits down with award-winning financial journalist and author Beth Pinsker  to talk about the moment everything shifts—when you go from "concerned family member" to full-on financial caregiver. Drawing from her book My Mother's Money, Beth shares the early warning signs families often overlook, why having the "right" documents doesn't always mean you're actually prepared, and how quickly the emotional and financial weight can hit. As Beth puts it: "Financial red flags come first… handling money is a complicated higher function." This is a real-world conversation about what advisors need to understand—and what families wish they knew sooner. If your clients have aging parents (and they do), this episode isn't optional—it's essential listening. Find out more- https://bethpinsker.com

  5. Apr 21

    #290 - Longevity Planning with Eliot Weissberg

    Longevity Planning with Eliot Weissberg Hosts Brad and Cory speak with Eliot Weissberg of The Investors Center Our guest on this episode is Eliot Weissberg. Eliot is President of The Investors Center, a financial planning and longevity planning practice. Their goal is to guide people to discover and leverage their capacity to age confidently, in part by utilizing "TimeLining" which Eliot created and trademarked in 2009. Eliot is a CFP and a CAPS (Certified Aging in Place Specialist). He is a member of the National Aging In Place Council (NAIPC) and the MIT AgeLab They discuss:  What a Certified Aging in Place Specialist is  Longevity planning and how it can help grow your business  How to implement an investment strategy to compliment longevity, and to what age Contact Eliot: www.theinvestorscenter.com     Eliot Weissberg, CFP®, CAPS is a Branch Manager with Raymond James Financial Services and President of The Investors Center. He can be reached at 860-677-8808 / 70 E Main St. Ste 5, Avon CT, 06001. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James  Financial Services Advisors, Inc. The Investors Center is not a registered broker/dealer and is independent of Raymond James Financial Services.

  6. Apr 14

    #289 - Treating Your Health Like a Financial Asset - with Stevyn Guinnip

    In this episode, Kathleen speaks with Stevyn Guinnip, founder and CEO of Grow Wellthy. Stevyn is a certified wellness coach and exercise physiologist who helps financial advisors approach their health with the same intentionality they bring to financial planning. Stevyn's path to this work is anything but ordinary: she grew up as the daughter of a financial advisor and watched many of his clients retire, only to lose their health before they could enjoy their retirement. After surviving a near-death experience, Stevyn went back to the research to rethink what true health actually means. Stevyn explores what it looks like to treat your health as a core asset, how "health debt" accumulates quietly over time, and why the concept of health span versus sick span may be one of the most valuable frameworks advisors can bring into client conversations. Stevyn makes a compelling case that advisors who aren't asking health-related questions are missing a wildcard that could derail an entire financial plan. This conversation is a timely reminder that the same discipline and care you bring to your clients' financial lives should extend to your own health as well. https://www.growwellthy.com/ https://www.linkedin.com/in/stevyn-guinnip/ https://growwellthybook.com/

  7. Apr 7

    #288 - Andrea Schlapia: Founder and CEO of Ironstone Business Coaching

    Andrea Schlapia: Founder and CEO of Ironstone Business Coaching Hosts Michael Connaughton and Kathleen Kenealy are joined by Andrea Schlapia Founder and CEO of Ironstone Business Coaching. Andrea Schlapia began her career in banking, then rose through the ranks of global investment firms like Dreyfus, Prudential, and Deutsche Bank. In 2008, she launched Ironstone, which specializes in helping financial advisors. Andrea is the go-to practice management expert for independent financial advisory firms. She is the founder of Ironstone and creator of Ironstone's Fundamental 4™ blueprint, a system that guides financial advisory professionals and their teams to grow purposefully, operate efficiently, and leave the next generation with a wealth of knowledge to continue the business legacy. We discuss:  Best practices around hiring and organizational structure  Ways to "delegate and elevate"  Defining your firm values And much more More on Andrea and Ironstone Website LinkedIn Profile

  8. Mar 31

    #287 - The AI-Powered Growth Playbook for Advisors with Michael Barrasso

    Hello and welcome to this episode of the Wicked Pissah Podcast. I'm Michael Connaughton co-founder of Lead Advisor and I serve on the Partnerships committee of the New England FPA and co-hosting with me today is Amy Mohan fellow chapter member and Certified Financial Planner with Daniel J Galli and Associates. Joining us today is Michael Barrasso. Michael Barrasso is the Co-Founder and CEO of WealthReach, an AI- powered growth platform built for financial advisors and wealth management firms. The company helps firms modernize organic growth through tools designed to improve visibility, support personalized outreach, and turn demand into conversations. Michael also leads business development at his family's RIA. Since joining the firm three years ago, its AUM has nearly doubled to close to $400M, all organically. WealthReach is the product of taking the strategies that have worked at his own firm and building a system for other firms to do the same.

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5
out of 5
12 Ratings

About

The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for engaging discussions and insightful content!

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