Wicked Pissah Podcast by FPA NE

209 - #199 - Branding and Marketing with Tiffany Markarian

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!

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209 - #199 - Branding and Marketing with Tiffany Markarian

Wed, 01 May 2024
208 - #198 - Organization and efficiency expert Patty Kreamer of Productivity Uncorked

Tue, 23 Apr 2024
207 - #197 - Personal Finance Through Writing with Kate Dore, CFP®

Tue, 16 Apr 2024
206 - #196 - Developing Next Gen Talent with AdvoKate IQ consulting firms Kate Healy

Tue, 09 Apr 2024
205 - #195 - Nifty Advisor Support- Michelle Wong

Tue, 02 Apr 2024
204 - #194 - Saving Money on Prescription Drug Costs with Patricia Prewitt

Wed, 27 Mar 2024
203 - #193 - TIFIN Wealth – AJ Boury

Wed, 20 Mar 2024
202 - #192 - Your Financial Therapist- Erika Wasserman

Wed, 13 Mar 2024
201 - #191 - 2024 College Planning with Cozy Wittman

Tue, 12 Mar 2024
200 - #190 - Heart of Financial Planning Award Winner Virginia Asher

Tue, 05 Mar 2024
199 - #189 - Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride

Tue, 27 Feb 2024
198 - #188 - Trailblazing Transparency: Heart of FP Award Winner Greg Friedman

Tue, 20 Feb 2024
197 - #187 - Risk Management Mastery: Insights from Northeast Brokerage Leaders Guy Ziriak and Mike Costello

Tue, 13 Feb 2024
196 - #186 - Goal Setting and Business Success- Carson Group VP of Coaching and Consulting Sarah Cain

Tue, 06 Feb 2024
195 - #185 - Ross Levin - Not to be untethered from what you want.

Tue, 16 Jan 2024
194 - #184 - 2024 FPA National President Claudia Kane – From Challenges to Pioneering Leadership

Tue, 09 Jan 2024
193 - #183 - Maximizing Value: Selling Your Financial Advisory Business

Tue, 26 Dec 2023
192 - #182 - The Power of Managed Futures

Tue, 19 Dec 2023
191 - #181 - Collaborating with a Daily Money Manager to Enhance Client Relationships

Tue, 12 Dec 2023
190 - #180 - Delivering Value with Ongoing Tax Planning

Tue, 05 Dec 2023
189 - #179 - Balancing Act: Thriving as a Financial Advisor with Jennifer Gray

Tue, 21 Nov 2023
188 - #178 - Creating Tax Alpha- Cantor Fitzgerald's Jay Frank

Tue, 14 Nov 2023
187 - #177 - Beyond Finance: Planning for your life in Retirement

Tue, 07 Nov 2023
186 - #176 - Adjustment-Based Income Planning, During Retirement with Income Lab Co-Founder Johnny Poulsen

Tue, 31 Oct 2023
185 - #175 - Marketing advice to stand out -Kristen Luke of Kaleido Creative Studio

Tue, 24 Oct 2023
184 - #174 - Helping women become more financially confident - Purse Strings

Tue, 17 Oct 2023
183 - #173 - Time to pay those student loans- Dan Rooker

Tue, 10 Oct 2023
182 - #172 - Grieving Clients and how Financial Advisors can help - Kathi Balasek

Tue, 03 Oct 2023
181 - #171 - "The Why of Wealth" and "Haisley's Birthday Money" Authors and FPA Members

Tue, 26 Sep 2023
180 - #170 - FPA Update: So Many Benefits of Membership - Ben Lewis

Tue, 19 Sep 2023
179 - #169 - Divorce Financial Planning - Diane Pappas

Tue, 12 Sep 2023
178 - #168 - Helping Yourself Before You Can Help Others – Dr. Sarah Newcomb

Tue, 05 Sep 2023
177 - #167 - The Current Equity and Fixed Income Environment with MRB- Bob Hanney and Phil Colmar

Tue, 29 Aug 2023
176 - #166 - Protecting your clients' property and wealth-Holly Gately

Mon, 21 Aug 2023
175 - #165 - Scale and Gain Clients with Chris Field-Holistiplan's Chief Growth Officer and Disruptor

Tue, 15 Aug 2023
174 - #164 - John Leonetti - Preparing to sell or exit your company

Thu, 03 Aug 2023
173 - #163 - Jeffrey Kleintop - Global Economy - Potential Opportunities and Risks

Thu, 27 Jul 2023
172 - #162 - Kristin Beane - FPA of New England Update

Tue, 18 Jul 2023
171 - #161 - College Planning with Joe Messinger

Tue, 11 Jul 2023
170 - #160 - Duncan MacPherson - The Blue Square Method (2023.06.21)

Tue, 04 Jul 2023
169 - #159 - Ric Edelman - Cryptocurrency & Digital Assets - 2023.06.20

Wed, 28 Jun 2023
168 - #158 - Let's Talk Retirement with Bob Powell

Thu, 22 Jun 2023
167 - #157 - Sarah Stanley Fallaw - "The Next Millionaire Next Door"

Tue, 13 Jun 2023
166 - #156 - DFA Dimensional Fund Advisors - Althea Trevor & Dillon Hewitt-Castillo

Mon, 05 Jun 2023
165 - #155 - Succession Planning - Brooklyn Brock - Financial Planner & Exit Coach to Independent RIAs

Wed, 24 May 2023
164 - #154 - Ginnie Baker, Beaird Harris Wealth Management

Tue, 16 May 2023
163 - #153 - Rick Fingerman, Financial Planning Solutions

Tue, 09 May 2023
162 - #152 - David Marra, Markin Asset Management

Tue, 25 Apr 2023
161 - #151 - Traci Brown, Body Language Expert/Trainer

Wed, 19 Apr 2023
160 - #150 - Celeste Revelli, Fidelity Investments

Wed, 12 Apr 2023

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