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 123 - Christine Benz & Jeffrey Ptak, Morningstar
Joining us is Christine Benz, Morningstar's Director of Personal Finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances, and Jeffrey Ptak, CFA®, Morningstar's Chief Ratings Officer; both are hosts of The Long View podcast. They share insights about what's happening in the world of personal finance, the valuation of markets, how to evaluate ESG and more.
Christine Benz - https://www.linkedin.com/in/christine-benz-b83b523
Jeffrey Ptak - https://www.linkedin.com/in/jeffrey-ptak-cfa-5977978
Christine Benz - @christine_benz
Jeffrey Ptak - @syouth1
*Episode recorded on Thursday, August 4th, 2022*
Episode 122 - Amy Mariani, Mariani Mediation Services, LLC
We are joined by employment, business and personal injury mediator, and owner of Mariani Mediation Services, LLC, Amy Mariani, JD. We hear about when it makes sense to try mediation instead of litigation to resolve conflicts in business and personal matters, saving time, money, and stress.
Episode 121 - Steven Ryder, True North Networks, Inc.
Steven Ryder, Founder of True North Networks, Inc. joins host Brad Wright to talk about current cybersecurity threats, SEC Audits, whether your VPN is good enough, and why you must use multifactor authentication, even though it’s super annoying. He’ll guide you in what to ask when looking to hire an IT company and educate you on the difference between an Incident and a Breech.
Episode 120 - Susan Danzig, Business Development Coaching for Financial Services Professionals
We are joined by Certified Business Development Coach, Business Growth Strategist for Financial Advisors and FPA National Board Member, Susan Danzig. Susan shares with us business development techniques and basic principals. She covers ways to work with clients, how to maintain a marketing focus, and how to grow your firm consistently.
She encourages taking the Financial Advisor Success Quiz at financialadvisorsuccessquiz.com directly linked with her website.
Episode 119 - Turnkey Asset Management Program (TAMP) Panel
We talk to a Turnkey Asset Management Program (TAMP) panel. They discuss what a TAMP is, the pros and cons of using one, how to tell the difference between TAMP options that advisors can utilize, and how to evaluate a TAMP.
Episode 118 - Cozy Wittman, College Inside Track
We are joined by Cozy Wittman, Education and Partnership Manager at College Inside Track. She speaks nationally about college search and educates families, financial advisors and other professionals who work with families on the college process.