186 – Goal Setting and Business Success- Carson Group VP of Coaching and Consulting Sarah Cain

by Kristin Beane | Feb 1, 2024 | Consumer News, FPANE News, Home Page Features

Brad and Jeff speak with Leadership and Business Coach Sarah Cain. She is VP of Coaching and Consulting at FPA partner and sponsor Carson Group, where she leads a team of executive business coaches and practice management consultants who help successful financial...

182 – The Power of Managed Futures

by Kristin Beane | Jan 23, 2024 | Consumer News, FPANE News, Home Page Features

Alex Fratila, CFA speaks with host Chris Boyd about Managed Futures.  Learn what are the benefits of use of futures in designing an investment portfolio.  How they work, what asset classes can be represented, and how inclusion of a managed futures strategy into...

183 – Maximizing Value: Selling Your Financial Advisory Business

by Kristin Beane | Jan 5, 2024 | Consumer News, FPANE News, Home Page Features

As a financial advisor, would you sell your business if you found out it might be worth nearly twice what you thought?  That might be true.  In this episode, host Brad Wright is joined by guest, Scott DiGiammarino of JPTD Partners, and WPP co-host, Chris Boyd, who is...

184 – 2024 FPA National President Claudia Kane – From Challenges to Pioneering Leadership

by Kristin Beane | Jan 4, 2024 | Consumer News, FPANE News, Home Page Features

Jeff and Kathleen are joined by 2024 FPA National President Claudia Kane of Beacon Wealth Strategies. We’ll hear about her journey overcoming personal struggles early in life to build a financial advisory practice from wirehouse to independent broker-dealer and...

181 – Collaborating with a Daily Money Manager to Enhance Client Relationships

by Kristin Beane | Dec 28, 2023 | Consumer News, FPANE News, Home Page Features

Collaborating with a Daily Money Manager to Enhance Client Relationships We all have clients that don’t always know where their money goes each month, who struggle to find important documents when they need them, who hate opening their mail and paying their bills, and...

179 – Balancing Act: Thriving as a Financial Advisor with Jennifer Gray

by Kristin Beane | Dec 15, 2023 | Consumer News, FPANE News, Home Page Features

On this episode of the Wicked Pissah Podcast we speak with licensed professional counselor Jennifer Gray. Jennifer focuses her counseling work on helping financial advisors find balance and authenticity between their personal and professional selves; manage and...