by Kristin Beane | Apr 1, 2024 | Consumer News, FPANE News
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...
by Kristin Beane | Mar 19, 2024 | Consumer News, FPANE News, Home Page Features
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....
by Kristin Beane | Mar 17, 2024 | Consumer News, FPANE News, Home Page Features
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...
by Kristin Beane | Mar 1, 2024 | Consumer News, FPANE News, Home Page Features
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...
by Kristin Beane | Feb 12, 2024 | Consumer News, FPANE News, Home Page Features
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...
by Kristin Beane | Feb 5, 2024 | Consumer News, FPANE News, Home Page Features
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...
