#246 - Jordan Jackson, J.P. Morgan Global Market Strategist: Tariffs, Trade and Taxes… Oh My!
Wicked Pissah Podcast
Jordan Jackson, J.P. Morgan Global Market Strategist: Tariffs, Trade and Taxes… Oh My! Hosts Kathleen Kenealy and Kevin Williams are joined by JP Morgan Global Market Strategist, Jordan Jackson. Jordan is an Executive Director and a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team where he is responsible for delivering timely market and economic commentary to clients across the country. We talk about all the things that are top of mind for you and your clients right now: tariffs and trade; domestic versus international equities;...
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#245 - Jeff Johnson, Appleton, and Fixed Income Markets
Wicked Pissah Podcast
Jeff Johnson Hosts Michael Connaughton and Brad Wright are joined by Jeff Johnson, Senior Vice President of Appleton Partners. Jeff is a member of Appleton’s Fixed Income Investment Committee and is responsible for business development and managing strategic institutional client relationships across multiple intermediary and wealth management channels. Prior to joining Appleton in 2009, Jeff was a Senior Vice President of Fidelity Investments where he headed up Relationship Management for the Institutional Wealth Services (IWS) division. Prior to joining IWS, he was National Sales Manager...
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#244 - John Finney - Overvue and how it creates client and advisor efficiency
Wicked Pissah Podcast
John Finney Host Michael Connaughton is joined by John Finney Co-Founder Overvue. John Finney is the co-founder of Overvue, a software company that helps financial advisors streamline their client onboarding. Before starting Overvue, John spent over five years in wealth management at two national RIAs. During that time, he played a key role in the overhaul and sale of an advisory team managing $750 million in assets. As a CERTIFIED FINANCIAL PLANNER™, John’s worked in both client-facing advisory roles and behind-the-scenes focused on improving operations. Now, he brings that...
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#243 - Andy Ives– Navigating Net Unrealized Appreciation (NUA) Strategies
Wicked Pissah Podcast
Andy Ives, CFP®, AIF® – Navigating Net Unrealized Appreciation (NUA) Strategies Host Chris Boyd is joined by Andy Ives, CFP®, AIF®, an IRA Analyst at Ed Slott and Company, LLC, to delve into the intricacies of Net Unrealized Appreciation (NUA) and its potential benefits for individuals with employer stock in their retirement plans. With over 25 years in the financial services industry, Andy brings a wealth of knowledge on IRA distribution planning and advanced retirement strategies. They discuss: The fundamentals of NUA and how it can lead to tax savings Key "triggering...
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#242 - Joy Slabaugh; The Financial Conflict Resolution Institute
Wicked Pissah Podcast
Hosts Michael Connaughton and Kathleen Keneally are joined by Joy Slabaugh founder of The Financial Conflict Resolution Institute. Joy is a CFP® professional with 20 years financial of planning experience that includes providing advice to multi-billion dollar clients. She is also a licensed therapist trained in Internal Family Systems with experience working with individuals and couples. Her unique combination of experience positions her to help advisors easily transform their client's wealth mindsets and resolve marital financial conflicts so they can make more money, be more...
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#241 - Keith Garte talks Personal Risk Management and answers advisors questions
Wicked Pissah Podcast
Keith Garte Hosts Michael Connaughton and Kathleen Keneally are joined by Keith Garte, Personal Risk Management Advisor with Assured Partners. Keith Garte is a Personal Risk Management Advisor with Assured Partners working out of their Natick office. Keith helps successful individuals and families by protecting them from unforeseen events that will have a negative impact on their finances. Keith has over 25 years of advisory experience in both insurance and financial services. They discuss: -Keith’s process, how he collaborates with financial advisors, and questions for advisors...
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#240 - Advisor Tech with Jump Advisor AI CEO Parker Ence
Wicked Pissah Podcast
Advisor Tech with Jump Advisor AI CEO Parker Ence Hosts Brad Wright and Kevin Williams are joined by Parker Ence, CEO and cofounder of Jump Advisor AI. Parker is an entrepreneur and operator with 12 years CEO/cofounder experience across advisor tech, data, AI, and SaaS. As CEO, he’s operated companies in spinoff, turnaround/distressed, and startup scenarios. Parker also has experience in PE/VC, consulting, and economic development. He has his MBA from Stanford. They discuss: - How Jump AI turns conversations into tasks, notes, and compliance records with secure AI -Ways it can help with...
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#239 - From Office to Anywhere: Erica Feldblum of LPL
Wicked Pissah Podcast
Have you thought about making your business fully remote? Or perhaps it is and you’ve wanted to relocate? That’s the story of today’s guest, Erica Feldblum, and LPL advisor, on this week’s episode of the WPP. Listen in has Erica shares her story. Over 30 years she has developed specific niches working with women, retirement plans, and those passionate about ESG. She sounds more passionate than ever, as she shares her story of moving from an in-person practice to fully remote which afforded her the opportunity to relocate to Nashville, TN. Hear...
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#238 - Investing In Private Markets with Michael Bell of Meketa Capital
Wicked Pissah Podcast
Hosts Brad Wright and Chris Boyd are joined by Michael Bell, CEO of Meketa Capital Michael has more than 25 years of experience in the investment management and wealth management industries. He is the Chief Executive Officer of Meketa Capital as well as the Founder and Chief Executive Officer of Primark Capital. Prior to Primark, Michael built and was the CEO for a $12 billion RIA, managing more than 30 investment strategies and a $10 billion liquid alternative mutual fund complex that launched more than 50 alternative funds. Most recently, he purchased, grew, and sold a family office-backed...
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#237 - Outside Compliance for RIAs with Scott Gottlieb of U.S. Compliance Consultants
Wicked Pissah Podcast
Hosts Brad Wright and Kevin Williams are joined by Scott Gottlieb of U.S. Compliance Consultants. Scott is President of U.S. Compliance Consultants, a full-service compliance consulting company that focuses exclusively on state and SEC-registered investment advisers. Scott founded U.S. Compliance Consultants in 2004. U.S. Compliance Consultants has been a preferred service provider for both Schwab and Raymond James almost since its founding and Scott has conducted multiple compliance seminars on a variety of topics for both firms. Prior to founding US Compliance Consultants, Scott was a...
info_outlineIn times of Coronavirus, will divorces increase due to more time together? Learn about the challenges and benefits of working with clients going through divorce. Our esteemed panel discusses how to approach the needs of those going through divorce in a holistic manner. Whether Collaborative law, mediation, or litigation, hear about the possibilities. Panel includes Gina Arons, Psy.D., Atty. David Kellem, & Chris Chen, CFP® CDFA. Kristin Beane co-hosts with Chris Boyd.
Chris Chen shares insights for financial professionals focusing their practice around clients going through divorce.
Gina Arons, Psy.D. (Psychologist, Collaborative Law Coach, Mediator), Lincoln, MA 781-259-3434 | [email protected] | www.drginaarons.com
Chris Chen, CFP® CDFA, Insight Financial Strategists, Newton, MA 781-489-3014 | [email protected] | http://insightfinancialstrategists.com/
Atty. David Kellem – Divorce Attorney & Mediator, Hingham 781.304.4001 | [email protected] | https://www.kellemlawgroup.com/