112 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 • 2 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!

    Episode 112 - Jerry Auippa, Longbridge Financial, LLC

    Episode 112 - Jerry Auippa, Longbridge Financial, LLC

    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

    • 1 hr 3 min
    Episode 111 - Kathleen Burns Kingsbury, Breaking Money Silence

    Episode 111 - Kathleen Burns Kingsbury, Breaking Money Silence

    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

    • 43 min
    Episode 110 - Brittney Castro

    Episode 110 - Brittney Castro

    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/

    • 30 min
    Episode 109 - Duncan MacPherson, Pareto Systems

    Episode 109 - Duncan MacPherson, Pareto Systems

    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/

    • 59 min
    Episode 108 - Zack Gould, G&N Insurance

    Episode 108 - Zack Gould, G&N Insurance

    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!

    • 55 min
    Episode 107 - Chris Chen, Insight Financial Strategists

    Episode 107 - Chris Chen, Insight Financial Strategists

    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

    • 41 min

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