Succession - Michaela Herlihy shares her story - Cape Cod Practice Group replay
Release Date: 12/02/2020
Diversity Equity & Inclusion (DEI) Committee - Lucia Reed
Wicked Pissah Podcast
Meet Lucia Reed, the Director of the chapter’s newly created Diversity Equity & Inclusion committee. Lucia shares her personal experience with focus on concerns for social justice, how she came to financial planning, concerns for the racial wealth gap, and the initial plans for the committee which seeks to coordinate priorities with the other chapter committees.
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Retirement Planning Resources For Advisors & Consumers - Bob Powell
Wicked Pissah Podcast
Bob Powell is one busy individual. He is on the ground floor of a streaming financial channel, FinStream.TV. Some content he creates, but much is contributed by advisors for not only FinStream, but also The Street’s Retirement Daily, & Retirement Management Journal. Additionally, he hosts podcasts for the Investment & Wealth Institute’s “The Exceptional Advisor Podcast” & Callaway Climate Insights podcast. Listen about great resources & opportunities with Bob Powell.
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Profile Stuart Armstrong, II - LGBTQ Market Focus
Wicked Pissah Podcast
Get to know Stuart H. Armstrong, II, CFP®, a pioneer in financial planning within the LGBTQ+ community. Since the mid-1980’s, Stuart has focused on serving the LGBTQ+ community & addressing their changing needs as society has recognized gay marriage. From his work with Pride Planners, to the FPA Diversity Committee, to the FPA Board of Directors, & now the Center for Financial Planning, Stuart has been actively serving financial planners, the LGBTQ+ community, & his clients for more than thirty years.
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FPA Leadership - Meet the New CEO
Wicked Pissah Podcast
This week the FPA announced the selection of a new CEO, Patrick Mahoney. In this podcast, we meet Patrick and 2021 FPA President-Elect, Dennis Moore, CFP®, MBA. Current FPA President, Martin Seay, PhD, CFP® also returns, as host Chris Boyd asks questions about the health and future of FPA. Opportunities and Challenges are discussed from financials to membership, from staffing at Denver’s HQ to the FPA “value proposition”. Listen in and get a glimpse of the future of FPA.
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Growth Planning for 2021 - Mike Byrnes
Wicked Pissah Podcast
As we move to the end of 2020, it’s time to start thinking about Planning for 2021. Mike Byrnes of Byrnes Consulting and the FPA Coaches Corner returns to the podcast to help listeners consider how best to market their services in the months and year ahead. Discussed are use of video and social media marketing, digital advertising, webinars and in-person events, developing referral from clients, centers of influence, & more. Get ideas for how you plan for the coming year and right away.
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Succession - Michaela Herlihy shares her story - Cape Cod Practice Group replay
Wicked Pissah Podcast
Thinking of your business succession plan, or possibly wanting to coordinate something with your employer? In this podcast, Michaela Herlihy of Beacon Financial Planning of Cape Cod, Inc. shares her own experience in the purchase of her firm with help in the presentation from Atty. Jim Callahan, who gave her counsel throughout the process. Get practical suggestions for consideration in your own planning.
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Skip Schweiss - Election & Policy Implications
Wicked Pissah Podcast
FPA’s 2020 President-Elect, Skip Schweiss, shares insights into potential tax policy implications of a Biden administration. From Personal Tax Rates, Capital Gains, to Corporate Tax Rates and more. Skip discusses his observations as expressed in his article in Financial Planning Magazine (https://www.financial-planning.com/opinion/election-2020-financial-policy-implications-for-advisors-and-clients).
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Women's Initiative & Issues - Karen Van Voorhis
Wicked Pissah Podcast
In a far ranging discussion, Karen Van Voorhis, CFP®, FPA MA’s Director of the Women’s Committee, discusses women’s issues in our industry. From the numbers of women in the profession to use of language in a gender-neutral setting to the benefits of small groups supporting one another. Karen Looks ahead to the future and shares some marketing tips.
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Ron Carson - Proven In The Trenches
Wicked Pissah Podcast
Ron Carson, industry icon, shares his story and his insights for how advisors can succeed professionally and in life. Author of “Proven In The Trenches”, Ron shares insights about alignment of values and passion for service. Moved from being driven by scarcity to impact, Ron & the Carson Group have reached the industry’s heights. Identify the challenges advisors’ face in the years ahead and ingredients for solutions. Listen in for one of our best episodes.
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ESG Panel Discussion & ESG Pro
Wicked Pissah Podcast
Chris Boyd & Inna Rivilis are joined by a panel of advisors discussing SRI, ESG, & Impact investing. Hear how they developed their approach, conduct research, & how they differentiate themselves from others.
info_outlineThinking of your business succession plan, or possibly wanting to coordinate something with your employer? In this podcast, which is a rebroadcast of a recent virtual meeting of the Cape Cod Practice Group, Michaela Herlihy of Beacon Financial Planning of Cape Cod, Inc. (https://www.beaconfinancialplanningcapecod.com/) shares her own experience in the purchase of her firm with help in the presentation from Atty. Jim Callahan (https://atkinscallahan.com/), who gave her counsel throughout the process. Get practical suggestions for consideration in your own planning.