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Divorce Planning - Panel Discussion

Wicked Pissah Podcast

Release Date: 08/02/2020

Episode 93 - Shannon Saccocia, Boston Private show art Episode 93 - Shannon Saccocia, Boston Private

Wicked Pissah Podcast

In this episode, we're joined by Boston Private's Chief Investment Officer Shannon Saccocia, CFA®, CIMA®.  She shares with us her observations on how the COVID-19 pandemic has affected consumers and her asset allocation, and the impact of digital experience and technology on consumer behavior and how we invest. We also hear her thoughts on interest rates, inflation, and economic recovery.

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Episode 92 - Bonnie Kirchner, Professional Ethics show art Episode 92 - Bonnie Kirchner, Professional Ethics

Wicked Pissah Podcast

Author, teacher, and financial planner, Bonnie Kirchner, CFP®, MST talks about her personal and professional journey, ethics in Financial Services, and her passion for the Financial Planning profession. Bonnie shares how she persevered after finding out her ex-husband was the architect of a $32 million Ponzi scheme and how she's using that experience to educate her fellow financial planners. She's the author of Who Can you Trust with Your Money?: Get the Help You Need Now and Avoid Dishonest Advisors.

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Episode 91 - David Meerman Scott, Marketing Strategies show art Episode 91 - David Meerman Scott, Marketing Strategies

Wicked Pissah Podcast

In this episode, we chat with marketing strategist and bestselling author of 12 books, including Fanocracy, The New Rules of Marketing & PR, and Marketing Lessons from the Grateful Dead, David Meerman Scott. David shares with us his thoughts on marketing no-no's, breaking down barriers with your prospects, building identity to become more than a product/service, and adding value before the sale.

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Episode 90 - Chris Woods, FPA Diversity Committee show art Episode 90 - Chris Woods, FPA Diversity Committee

Wicked Pissah Podcast

Host Chris Boyd, CFP®, is joined by Chris Woods, CFP®, founder of Lifepoint Financial Group, and chairman of the Diversity & Inclusion (D&I) committee for the Financial Planning Association. Chris shares his inclusive approach to leading the D&I committee, its composition, current & planned initiatives, the diverse knowledge circles, and much more. He manages the wide range of opinions and perspectives on D&I, and the importance of growing a diverse Financial Planning workforce.

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Episode 89 - Joan McGrath, MA-RI Plan show art Episode 89 - Joan McGrath, MA-RI Plan

Wicked Pissah Podcast

We’re joined by Joan McGrath, Executive Director of Planned Lifetime Assistance Network (PLAN) of Massachusetts and Rhode Island. PLAN MA RI is a 501©(3) organization, which just celebrated its 50th anniversary of helping family members of individuals with special needs and disabled individuals themselves. Joan shares how they help clients, not only with the legal and financial issues of special needs planning, but also the case of life management issues that individuals and families struggle to adminis

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Episode 88 - Paula Harris; Adam Minsky show art Episode 88 - Paula Harris; Adam Minsky

Wicked Pissah Podcast

On this week’s episode, attorney Adam Minsky gives us an overview of the latest happenings around student loan cancellation, including eligibility and who benefits. We also hear from Paula Harris, financial advisor and author of Rise Up: A Widow’s Journal. She shares with us her work with widows and how she helps them navigate their journey after loss.

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Episode 87 - Wicked Tech Talks - Ben Flood show art Episode 87 - Wicked Tech Talks - Ben Flood

Wicked Pissah Podcast

FPA Northern New England board member Ben Flood joins us to share with us the new Wicked Tech Talks webinar series coming to FPA Massachusetts and FPA Northern New England. The quarterly series will focus on how financial advisors and planners can use technology to improve practice management and improve the client experience. Vendors, consultants, and practitioners will present and participate in the series.

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Episode 86 - ETF & Active Share Investing with Changebridge show art Episode 86 - ETF & Active Share Investing with Changebridge

Wicked Pissah Podcast

Ross Klein and Vince Lorusso from Changebridge Capital join us to discuss the advantages of active ETFs vs. mutual funds, the use of Active Share in investment management, and the inefficiencies in the ESG ecosystem. You'll hear about a process to identify securities, utilizing both quantitative and fundamental research, that may complement your traditional portfolios.

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Episode 85 - FPA MA BOD - Past, Present, & Future show art Episode 85 - FPA MA BOD - Past, Present, & Future

Wicked Pissah Podcast

Hear from the leadership of one of FPA's largest chapters. Massachusetts President Inna Rivilis shares with us what they're doing to improve their value proposition to members and partners. Chairman Brad Wright discusses board governance, including leadership transition and mentoring, and member benefits, including Wicked Cool Talks (WCT). President-Elect Shaun Erickson shares his vision for the upcoming year on how the chapter will survey members and continue to improve organization processes.

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Episode 84 - Client Engagement & Referals - Julie Littlechild show art Episode 84 - Client Engagement & Referals - Julie Littlechild

Wicked Pissah Podcast

Client experience expert Julie Littlechild is our guest, and she shares with us best practices for gathering feedback from clients and her recent research on referral marketing. We discuss what has changed in the financial advisory profession as a result of COVID 19, including which of those changes are temporary vs. a permanent shift. You’ll gain insight on how to better engage prospects and clients and promote your business.

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More Episodes

In 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/