Wicked Pissah Podcast FPA NE

In this episode, we are joined by returning guest Jerry Auippa, Senior Account Executive at Longbridge Financial, LLC and Platinum Partner with the FPA® of New England. We discuss reverse mortgages: how they can be a tool, how much you can access, how they are calculated, and the role of credit through the process.
Website: https://longbridge-financial.com/
Contact: https://longbridge-financial.com/our-team/team-members/jerry-auippa/
LinkedIn: https://www.linkedin.com/in/jerry-auippa-crmp-a2b21952
Email: jauippa@longbridge-financial.com

Wealth psychology expert and author Kathleen Burns Kingsbury joins us to discuss her book, Breaking Money Silence®:
How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life. She shares with us how we as financial planners can break money talk taboos, so we can build more profitable businesses, negotiate more confidently, and add value to our client relationships.
Website: https://www.breakingmoneysilence.com/financial-professionals/
Her Book: https://www.breakingmoneysilence.com/books/
Twitter: @KBKSpeaks

Jeff and Brad speak with Host, Speaker, Business Owner, and Brand Ambassador, Brittney Castro, CFP®.
Brittney discusses her path from Salsa dancing - to CFP® - and back again. She enlightens us as to how she drew corporations to seek her out versus needing to pitch herself to them. And she reveals why the onset of COVID didn’t change her business at all.
Brittney goes on to talk about her six-month Business Bootcamp designed to teach financial advisors how to build an online business that generates leads, and how to become a company spokesperson and obtain speaking gigs.
Listen to the end when Brittney divulges three things people don’t know about her.
Website: https://www.brittneycastrobb.com/

Meet Duncan MacPherson, author, coach, and speaker. Through his coaching firm, Pareto Systems, and books like “The Advisor Playbook”, Duncan helps advisors learn how to make their business serve their life. With great systems and ideas for marketing and referrals, there is something for all financial planners in this episode!
Website: https://paretosystems.com/
App: https://paretosystems.com/app.html
LinkedIn: https://www.linkedin.com/in/duncanmacpherson/

Zack Gould, Co-Founder of G&N Insurance, joins us to talk about his journey and their innovative approach to the P&C Insurance experience and how it has lead to their significant growth. He shares ideas to for financial planners to consider in dealing with clients, and some great marketing ideas that advisors can use!

We're joined by CFP Professional, Certified Divorce Financial Analyst, and Registered Life Planner Chris Chen from Insight Financial Strategists. He shares with us his journey from the technology field to working with financial planning clients at the intersection of divorce financial planning and retirement planning.
Website: https://insightfinancialstrategists.com/
LinkedIn: https://www.linkedin.com/in/chrischencfp
Twitter: @financialtrivia
His Podcast: Divorce Friday
Email: Chris.Chen@InsightFinancialStrategists.com