Best Patty Wong Podcasts (2024)

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#204 - Scams & Schemes with Bob Powell 38:04

1h ago38:04

38:04

In this episode, Chris Boyd CFP®CASL®catches up with Bob Powell CFP®, RMA® to discuss the pressing issue of financial exploitation, focusing on scams and schemes. Bob Powell highlights the prevalence of financial scams, particularly those targeting elderly individuals, with statistics showing significant financial losses and many cases going unrepo…

1
#203 - Succession Planning with Jessica Polito 47:56

6d ago47:56

47:56

As an advisor, you may have a considerable part of your personal wealth connected to your business. How and when will you obtain that wealth by selling your business? Will you sell internally or to another firm? Will that firm be larger and backed by private equity? How soon do you want to exit or how long do you want to stay active and what restri…

1
#202 - Recession? Commodities? Deficit? Mike Arone – State Street Global Advisors 47:21

3h ago47:21

47:21

Mike Arone – State Street Global Advisors Hosts Brad Wright and Kathleen Kenealy are joined by Mike Arone. Mike is Managing Director and Chief Investment Strategist for State Street Global Advisors US Intermediary Business Group. Michael is a highly regarded speaker at industry conferences and is the author of several articles related to investment…

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#201 - Estate Management and Legacy Building with Vanilla's Jim Sinai 46:21

2h ago46:21

46:21

Jim Sinai - Vanilla Host Brad Wright is joined by Jim Sinai. Jim is Chief Marketing Officer at Vanilla, The Estate Advisory Platform, designed to transform how wealth advisors help their clients manage their estate and build their legacy. Jim is a seasoned cloud executive and experienced marketer, with a background in sales, business development, a…

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#200 - Life Planning with George Kinder 1:05:09

5h ago1:05:09

1:05:09

For our 200th episode, we are joined by the legendary George Kinder, best known for creating the Registered Life Planner designation and curriculum through the Kinder Institute of Life Planning. George is a pioneer who helped to shape what has become the financial planning industry. Join past chapter president, Chris Boyd of Wealth Enhancement Grou…

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#199 - Branding and Marketing with Tiffany Markarian 56:52

30d ago56:52

56:52

Tiffany Markarian – Advantus Marketing Host Brad Wright is joined by Managing Director of Advantus Marketing, Tiffany Markarian. Tiffany has coached hundreds of wealth advisors, broker/dealers, brokerage and insurance firms in driving productivity, practice equity and overall growth. She draws from her deep field experience as a Director of Marketi…

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#198 - Organization and efficiency expert Patty Kreamer of Productivity Uncorked 50:30

13d ago50:30

50:30

"Clutter is nothing more than unmade decisions." - Patty Kreamer. Organization and efficiency expert Patty Kreamer of Productivity Uncorked joins us to share how to see between the steps and pull out the things that really don't matter and how you can use DiSC behavioral styles as a resource to enhance your daily relationships. https://productivity…

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#197 - Personal Finance Through Writing with Kate Dore, CFP® 44:15

1M ago44:15

44:15

Sharing a Passion for Personal Finance Through Writing with Kate Dore, CFP® On this episode Kathleen and Jeff are joined by personal finance reporter Kate Dore, CFP®. We hear from Kate about how a career in music publishing led Kate to discover a passion for personal finance and eventually pursuing the Certified Financial Planner™ designation. We t…

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#196 - Developing Next Gen Talent with AdvoKate IQ consulting firms Kate Healy 55:12

2M ago55:12

55:12

On this episode of the Wicked Pissah Podcast we are joined by long time industry veteran, Kate Healy. You may know Kate from her long tenure at TD Ameritrade or perhaps you recognize her from one of the many industry awards she has been honored with over the years, but you may not know about what she’s up to now. Listen in as we talk with Kate abou…

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#195 - Nifty Advisor Support- Michelle Wong 48:13

2M ago48:13

48:13

"Do what you do best and outsource the rest." - Peter Drucker. Michelle Wong, CEO of Nifty Advisor Support, joins us to discuss how she strives to close the talent gap between advisors and non-advisors through inclusive communication and effective remote team management. Their virtual assistance, collective coaching, and on-demand recruiting soluti…

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#194 - Saving Money on Prescription Drug Costs with Patricia Prewitt 52:25

2M ago52:25

52:25

Saving Money on Prescription Drug Costs with Patricia Prewitt According to a 2022 study, Americans pay higher prices for prescription drugs than any other country in the world, with prescription drug prices here in the U.S. more than 2.5 times as high as those in other high-income nations. As a result, 1 out of every 3 adults on prescription drugs …

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#193 - TIFIN Wealth – AJ Boury 41:03

2M ago41:03

41:03

AJ Boury Hosts Brad Wright and Chris Boyd are joined by TIFIN Wealth COO AJ Boury. They discuss: * The AI and innovation platform for wealth that was founded by former Wharton Professor and successful entrepreneur Dr. Vinay Nair * How FPA members who manage under $100M in AUM can access the TIFIN Wealth platform for free *Scientific personality ass…

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#192 - Your Financial Therapist- Erika Wasserman 40:23

2M ago40:23

40:23

Erika Wasserman, CEO of Your Financial Therapist, joins us to discuss how she addresses #financial #anxiety and #stress #management, #money and #relationshps, #mindset, and #behavior #change with her #FinancialTherapy clients and how she trains #FinancialPlanners to integrate these topics into their #client #conversations. https://yourfinancialther…

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#191 - 2024 College Planning with Cozy Wittman 56:41

3M ago56:41

56:41

On today’s episode, Brad Wright and Jeff Tomaneng are joined by Cozy Wittman. Cozy is an education and partnership leader at College Inside Track. Cozy speaks nationally about college search, educating families and training financial advisors and other professionals who work with families with high schoolers. She is passionate about dispelling myth…

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#190 - Heart of Financial Planning Award Winner Virginia Asher 50:50

2M ago50:50

50:50

This week, we are joined by #FinancialPlanner, continuous #learner, #aspiring #teacher, and 2023 FPA Heart of Financial Planning Award winner Virginia Asher. Virginia practices financial planning at Chichester Financial Group and TrustBank Wealth Management and provides #financial #coaching, financial #literacy #education, #curriculum design, and #…

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#189 - Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride 54:21

2M ago54:21

54:21

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 underrepr…

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#188 - Trailblazing Transparency: Heart of FP Award Winner Greg Friedman 54:41

3M ago54:41

54:41

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…

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#187 - Risk Management Mastery: Insights from Northeast Brokerage Leaders Guy Ziriak and Mike Costello 44:55

3M ago44:55

44:55

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 th…

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#186 - Goal Setting and Business Success- Carson Group VP of Coaching and Consulting Sarah Cain 43:15

3M ago43:15

43:15

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.…

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#185 - Ross Levin - Not to be untethered from what you want. 42:36

4M ago42:36

42:36

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 …

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#184 - 2024 FPA National President Claudia Kane – From Challenges to Pioneering Leadership 45:05

4M ago45:05

45:05

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 …

1
#183 - Maximizing Value: Selling Your Financial Advisory Business 52:10

4M ago52:10

52:10

As a financial advisor, would you sell your business if you found out it might be worth nearly twice what you thought? That might be true. In this episode, host Brad Wright is joined by guest, Scott DiGiammarino of JPTD Partners, and WPP co-host, Chris Boyd, who is selling his practice, to talk about the potential environment for investment advisor…

1
#182 - The Power of Managed Futures 47:10

5M ago47:10

47:10

Alex Fratila, CFA speaks with host Chris Boyd about Managed Futures. Learn what are the benefits of use of futures in designing an investment portfolio. How they work, what asset classes can be represented, and how inclusion of a managed futures strategy into clients' portfolios has the potential to help reduce volatility and produce more appealing…

1
#181 - Collaborating with a Daily Money Manager to Enhance Client Relationships 50:33

5M ago50:33

50:33

Collaborating with a Daily Money Manager to Enhance Client Relationships We all have clients that don’t always know where their money goes each month, who struggle to find important documents when they need them, who hate opening their mail and paying their bills, and who stress around tax time trying to get information to their accountant. As advi…

1
#180 - Delivering Value with Ongoing Tax Planning 54:05

5M ago54:05

54:05

Sometimes it can be hard finding a CPA or tax professional that actually does tax planning for clients, not just tax preparation. This challenge has only grown over the last few years as more and more accountants have retired or left the industry and is likely to only get worse seeing as 70% of CPAs reached retirement age in 2020! On this episode o…

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#179 - Balancing Act: Thriving as a Financial Advisor with Jennifer Gray 50:32

7M ago50:32

50:32

On this episode of the Wicked Pissah Podcast we speak with licensed professional counselor Jennifer Gray. Jennifer focuses her counseling work on helping financial advisors find balance and authenticity between their personal and professional selves; manage and overcome burnout and overwhelm; and celebrate the success of building a fulfilling life …

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#178 - Creating Tax Alpha- Cantor Fitzgerald's Jay Frank 1:05:17

7M ago1:05:17

1:05:17

Learn how to help your clients utilize various tax benefits from real estate investments - including benefits of depreciation, capital gains deferrals, & more. Energetic and entertaining guest, Jay Frank, Pres. & COO of Cantor Fitzgerald Asset Management, joins co-hosts Chris Boyd & Brad Wright. It may not be for CE, but you will learn important re…

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#177 - Beyond Finance: Planning for your life in Retirement 49:14

6M ago49:14

49:14

Beyond Finance: Planning for Your Life In Retirement Host Chris Boyd, CFP® is joined by Jennifer Simes, CFP®, long time FPA member who suggested today’s topic and guests. Nan Ives & Lisa Stornaielo share the challenges of retirement beyond finances. In the course of navigating challenges of identity and purpose, Nan & Lisa have found and developed …

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#176 - Adjustment-Based Income Planning, During Retirement with Income Lab Co-Founder Johnny Poulsen 49:03

6M ago49:03

49:03

Hosts Brad Wright and Jeff Tomaneng are joined by Income Lab co-founder Johnny Poulsen, CFP®. They discuss: Whether or not advisors have been looking at retirement distributions the wrong way What Guardrails are and how they can help a retiree remain on track How uncertainty can be less stressful than the certainty of a negative event. You’ll also …

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#175 - Marketing advice to stand out -Kristen Luke of Kaleido Creative Studio 43:56

7M ago43:56

43:56

Kathleen and Jeff speak with advisor marketing thought leader and author Kristen Luke of Kaleido Creative Studio. Kaleido Creative Studio is a marketing agency that helps Registered Investment Advisors market themselves to a niche, making it easier for them to stand out from the competition and attract ideal clients. Stay tuned for a Wicked Pissah!…

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#174 - Helping women become more financially confident - Purse Strings 56:15

7M ago56:15

56:15

Hosts Brad Wright and Kathleen Kenealy are joined by Purse Strings founders Dr. Barb Provost and her daughter Maggie Nielsen, MBA. They discuss: What led Barb and Maggie to found a financial services organization for women How the gender wealth pay gap impacts women’s financial security, and how women can become more financially confident How you, …

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#173 - Time to pay those student loans- Dan Rooker 45:07

7M ago45:07

45:07

According to studentaid.gov, there are a whopping 45 million borrowers in the US who have Federal student loan debt – that’s almost 15% of the country’s population. Pretty soon those borrowers are going to need to start making loan payments again as the student loan payment pause is coming to an end after providing borrowers with payment relief for…

1
#172 - Grieving Clients and how Financial Advisors can help - Kathi Balasek 55:45

7M ago55:45

55:45

As part of this journey we call life, all of us will experience and grieve a loss or know someone who has. What do you say? How do you say it? Acknolwedging the loss and grief of another person can be uncomfortable and awkward, but it doesn’t have to be. Kathi Balasek is on a mission to help financial advisors relate to a person who is a grieving. …

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#171 - "The Why of Wealth" and "Haisley's Birthday Money" Authors and FPA Members 49:57

8M ago49:57

49:57

From Planning to Publishing: Educating Others by Writing from the Heart Have you ever thought about writing a book but you’re not sure where to start? How do you figure out what to write about? How do you go about getting published? How do you get people to buy and read your book? On this episode, Cassandra Smalley and Nycole Freer join us to help …

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#170 - FPA Update: So Many Benefits of Membership - Ben Lewis 45:43

9M ago45:43

45:43

Ben Lewis, Chief Communications Officer of the Financial Planning Association joins the podcast to share new member resources and remind us about many more. We discuss: New Media Training advanced modules & MediaSource PR opportunities: https://www.financialplanningassociation.org/advocacy/media-engagement (this is the link to the current training.…

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#169 - Divorce Financial Planning - Diane Pappas 41:40

9M ago41:40

41:40

Kathleen and Jeff speak with Diane Pappas of Solutions for Divorce. Solutions for Divorce is a boutique fee-only Divorce Financial Planning firm on the North Shore of Boston dedicated to improving the divorce process for individuals and couples going through this challenging time in their lives. https://www.linkedin.com/in/dianecpappas/ https://www…

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#168 - Helping Yourself Before You Can Help Others – Dr. Sarah Newcomb 48:30

9M ago48:30

48:30

Did you know that before Dr. Sarah Newcomb became an applied scientist in behavioral economics she was an aspiring opera singer? No? Then tune in to this episode of the Wicked Pissah Podcast to find out what else you might not know about Sarah! We will hear how Sarah’s effort to get her financial situation in order led her to realize she needed to …

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#167 - The Current Equity and Fixed Income Environment with MRB- Bob Hanney and Phil Colmar 49:07

9M ago49:07

49:07

Chris and Jeff speak with Bob Hanney and Phil Colmar of MRB, The Macro Research Board. MRB is an independent research firm providing integrated global multi-asset investment strategy as well as actionable, absolute-return ideas. We hear their thoughts on the current equity and fixed income environment and how they help financial advisors with their…

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#166 - Protecting your clients' property and wealth-Holly Gately 42:32

10M ago42:32

42:32

Protecting your clients’ property and wealth with Personal Risk Advisor Holly Gately When was the last time you took your clients through a comprehensive risk assessment? Can’t remember? Then tune into this episode of the Wicked Pissah Podcast and hear from Personal Risk Advisor Holly Gately. Holly is a risk management specialist with USI Insurance…

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#165 - Scale and Gain Clients with Chris Field-Holistiplan's Chief Growth Officer and Disruptor 42:21

10M ago42:21

42:21

Host Brad Wright is joined by Holistiplan’s Chief Growth Officer, Chris Field. They’ll walk you through Holistiplan's tax planning software (even if you’re not a CPA or an EA). You’ll learn how the software can help you: scale gain clients justify your fees You’ll also learn about two books Chris has written on becoming a “Disruptor” and the non-pr…

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#164 - John Leonetti - Preparing to sell or exit your company 46:16

10M ago46:16

46:16

Are you an advisor working with baby boomer business owner clients? According to the US Small Business Administration, there are 33.2 million small businesses in America representing 99.9% of all US businesses. Obviously small businesses are a critical part of our local, state, and national economies. But what happens when someone who has spent the…

1
#163 - Jeffrey Kleintop - Global Economy - Potential Opportunities and Risks 29:59

10M ago29:59

29:59

In this episode, our esteemed guest is Jeffrey Kleintop, CFA, Chief Global Investment Strategist and Managing Director of Charles Schwab & Company, Inc. Listen in as Jeff reminds advisors of the virtues of international exposure, not just from the perspective of company domicile or sales exposure. Jeff will share their perspective on the state of t…

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#162 - Kristin Beane - FPA of New England Update 35:05

11M ago35:05

35:05

Returning guest, Kristin Beane of Endeavor Consulting, LLC and FPA of New England's executive director joins the podcast for an update on what's been happening in the chapter the first half of the year and for a preview of things to come. Whether for the Free CE Day for members (on 8/1 & 8/2), upcoming half-day educational programs, community build…

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#161 - College Planning with Joe Messinger 52:12

11M ago52:12

52:12

Brad Wright CFP® and Jeff Tomaneng CFP® speak with Joe Messinger CFP®, ChFC®, CLU®, CCFC. Joe is a trusted authority in the areas of college planning and funding. He’s on a mission to "Change the way America shops for college." He created the innovative College Pre-Approval™ system to seamlessly guide families through the college funding maze and e…

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#160 - Duncan MacPherson - The Blue Square Method (2023.06.21) 1:05:06

11M ago1:05:06

1:05:06

As a financial professional, are you working in your business, or are you working on your business? Today we are joined again by renowned professional coach and author, Duncan McPherson. Chapter Past Presidents Brad Wright & Chris Boyd discuss with Duncan some of the powerful insights from the book, The Blue Square Method, which he co-authored with…

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#159 - Ric Edelman - Cryptocurrency & Digital Assets - 2023.06.20 1:13:44

11M ago1:13:44

1:13:44

This week, we talk with Ric Edelman about Cryptocurrency & Digital Assets. The questions abound: Is it safe? Who should and shouldn’t own it? How much for a client’s portfolio? How do I deal with the logistics of ownership, rebalancing, digital wallets, and compliance oversight? What about bad actors - be it platforms like FTX, failed coins, or eve…

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#158 - Let's Talk Retirement with Bob Powell 1:04:16

12M ago1:04:16

1:04:16

With more than $47M American retirees, and 10,000 BabyBoomers reaching retirement age every day … let’s talk RETIREMENT. Join our guest, Bob Powell, renowned Retirement columnist for USA Today & MarketWatch, publisher/editor of The Street's Retirement Daily, host of Exceptional Advisor, Co-Founder of FinStream.TV, Curriculum Director of the Elder P…

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#157 - Sarah Stanley Fallaw - "The Next Millionaire Next Door" 49:59

12M ago49:59

49:59

Kathleen and Jeff speak with Dr. Sarah Fallaw. Sarah is a psychologist, researcher, and founder-president of DataPoints, the first behavioral assessment company for financial services. DataPoints uses tools that pinpoint financial attitudes, wealth-building behaviors, and investor risk tolerance to uncover client money mindset. She co-authored The …

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#156 - DFA Dimensional Fund Advisors - Althea Trevor & Dillon Hewitt-Castillo 58:11

1y ago58:11

58:11

On this episode of the Wicked Pissah Podcast we are joined by representatives from Dimensional Fund Advisors, Althea Trevor and Dillon Hewitt-Castillo. During our conversation with Althea and Dillon we learn about Dimensional’s investment philosophy, strategy, and the process they use when building portfolios. We also learn about the numerous resou…

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#155 - Succession Planning - Brooklyn Brock - Financial Planner & Exit Coach to Independent RIAs 55:01

1y ago55:01

55:01

On this episode of the Wicked Pissah Podcast we speak with Brooklyn Brock, founder of Ellevate Advisors. Brooklyn is a Certified Financial Planner™ practitioner who provides financial planning services to a unique set of clients – other financial planners. Brooklyn is also a Certified Exit Planning Advisor and works with other planners to coach the…

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