150 episodes

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!

Wicked Pissah Podcast FPA NE

    • Business
    • 5.0 • 9 Ratings

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!

    #189 - Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride

    #189 - Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride

    Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride
    According to data recently released by the CFP Board, less than 10% of the nearly 100,000 CFP® professionals report as Black, Hispanic, Latino, Asian or Pacific Islander. Only 24% are female. It’s not news that we have much work to do to encourage individuals from underrepresented communities to join our ranks. 
    On this episode, Kathleen is joined by her fellow FPA of New England chapter members, Rene Jarquin and JonPaul McBride, to talk about their involvement with the New England chapter’s Diversity, Equity & Inclusion committee and the work they are doing to advance diversity within our profession. Tune in to learn more about the various initiatives the DE&I committee is pursuing to attract more candidates from diverse backgrounds into the industry, what their experience was like attending the CFP Board’s Diversity Summit, and how they continually adjust and improve their outreach efforts by listening to feedback they have gotten from the students they are trying to reach. 
    https://www.linkedin.com/in/jonpaulmcbride/
    https://www.linkedin.com/in/rene-jarquin-66016/
    https://www.mentimeter.com/
    https://www.cfp.net/knowledge/reports-and-statistics/diversity-and-womens-research/racial-diversity-in-financial-planning-where-we-are-and-where-we-must-go
    https://wickedpissahpodcast.libsyn.com/episode-132-blx-internship-program-with-chloe-moore-and-luis-rosa
     

    • 54 min
    #188 - Trailblazing Transparency: Heart of FP Award Winner Greg Friedman

    #188 - Trailblazing Transparency: Heart of FP Award Winner Greg Friedman

    This week, we are joined by #technology #innovator, #author, and 2023 FPA Heart of Financial Planning Award winner Greg Friedman. Greg was at the forefront of the industry's shift to #transparent, non-hierarchical #leadership, and his candid approach to #communication within the advisory community has established him as a highly influential thought leader.  Tune in to hear about his journey and thoughts on technology and the profession of #financial #planning.
     
    https://www.linkedin.com/in/greg-friedman-ms/
    https://www.wealthspire.com/our-team/greg-friedman-ms/
    https://twitter.com/GregFriedmanCEO

    • 54 min
    #187 - Risk Management Mastery: Insights from Northeast Brokerage Leaders Guy Ziriak and Mike Costello

    #187 - Risk Management Mastery: Insights from Northeast Brokerage Leaders Guy Ziriak and Mike Costello

    Kathleen and Jeff speak with Guy Ziriak and Mike Costello. Guy is a Vice President, and Mike is a Senior Partner with FPA New England partner Northeast Brokerage, an employee-owned insurance brokerage general agency dedicated to providing relationship-based sales assistance in the areas of Life, Disability, Annuity, and LTC insurance. We'll hear their best practices for working with financial planners to address their clients' risk management needs.
     
    https://www.linkedin.com/in/mike-costello-375790a/
    https://www.linkedin.com/in/guy-w-ziriak/
    https://www.linkedin.com/company/northeast-brokerage/
    https://nb-bga.com/

    • 44 min
    #186 - Goal Setting and Business Success- Carson Group VP of Coaching and Consulting Sarah Cain

    #186 - Goal Setting and Business Success- Carson Group VP of Coaching and Consulting Sarah Cain

    Brad and Jeff speak with Leadership and Business Coach Sarah Cain. She is VP of Coaching and Consulting at FPA partner and sponsor Carson Group, where she leads a team of executive business coaches and practice management consultants who help successful financial advisors refine their vision, grow their business, and transition from advisor to CEO.
     
    https://www.linkedin.com/in/sarahmcain/
    https://www.linkedin.com/company/carsoncoaching/
    https://www.carsoncoaching.com/
    https://www.financialplanningassociation.org/practice-support/carson-coaching

    • 43 min
    #185 - Ross Levin - Not to be untethered from what you want.

    #185 - Ross Levin - Not to be untethered from what you want.

    This week, we are joined by personal financial advisor, author, and thought leader, 2023 FPA P. Kemp Fain, Jr., Award winner Ross Levin. Ross is the Founder and a Shareholder of Accredited Investors Wealth Management. Long an industry leader, Ross translates his expertise into meaningful conversations with clients about integrating their money and values. Stay tuned to hear about his journey and thoughts on the profession of financial planning. 
     
    https://www.accredited.com/be-our-guest
    https://www.linkedin.com/in/ross-levin-b818885/
    https://twitter.com/spendyourlifewi
    https://www.accredited.com/ross-levin
    https://www.financialplanningassociation.org/press-room/releases-announcements/2023-pkf-award-ross-levin
     
     
    #FinancialPlanning #PersonalFinance, #WealthManagement, #FinancePodcast #RossLevin, #FPAAwardWinner #MoneyValues #FinancialAdv #FPA2024 #KempFainAward #FinancialTalk

    • 42 min
    #184 - 2024 FPA National President Claudia Kane – From Challenges to Pioneering Leadership

    #184 - 2024 FPA National President Claudia Kane – From Challenges to Pioneering Leadership

    Jeff and Kathleen are joined by 2024 FPA National President Claudia Kane of Beacon Wealth Strategies. We'll hear about her journey overcoming personal struggles early in life to build a financial advisory practice from wirehouse to independent broker-dealer and her plans to lead FPA and advance the financial planning profession.
    Stay tuned to hear our conversation. 
     https://www.linkedin.com/in/claudiacypherkane/
     https://www.raymondjames.com/claudiacypherkane
     https://www.financialplanningassociation.org/about/board/claudia-cypher-kane
     
    #FinancialFrontiers
    #ClaudiaKaneJourney
    #FPA2024
    #IndependentBrokerDealer
    #BeaconWealth
      Financial Planning Association (FPA)
    Claudia Kane
    Beacon Wealth Strategies
    Personal Struggles
    Financial Advisory Practice
    Wirehouse to Independent Broker-Dealer
    Leadership in Financial Planning
    2024 National President
    Career Journey
    Financial Industry Insights

    • 45 min

Customer Reviews

5.0 out of 5
9 Ratings

9 Ratings

FP-Nerd ,

Wicked Awesome!

The Wicked Pissah Podcast is a great resource for financial planners looking for ideas and content that can help them in their businesses and improve the work they do with clients. I love the variety of the content and the guests - there is always something new I learn from each episode!

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