167- The Current Equity and Fixed Income Environment with MRB- Bob Hanney and Phil Colmar

by Kristin Beane | Aug 26, 2023 | Consumer News, FPANE News, Home Page Features

Chris and Jeff speak with Bob Hanney and Phil Colmar of MRB, The Macro Research Board. MRB is an independent research firm providing integrated global multi-asset investment strategy as well as actionable, absolute-return ideas. We hear their thoughts on the current...

163 – Jeffrey Kleintop – Global Economy – Potential Opportunities and Risks

by Kristin Beane | Aug 17, 2023 | Consumer News, FPANE News, Home Page Features

In this episode, our esteemed guest is Jeffrey Kleintop, CFA, Chief Global Investment Strategist and Managing Director of Charles Schwab & Company, Inc. Listen in as Jeff reminds advisors of the virtues of international exposure, not just from the perspective of...

164 – John Leonetti – Preparing to sell or exit your company

by Kristin Beane | Aug 16, 2023 | Consumer News, FPANE News, Home Page Features

Are you an advisor working with baby boomer business owner clients? According to the US Small Business Administration, there are 33.2 million small businesses in America representing 99.9% of all US businesses.  Obviously small businesses are a critical part of our...

162 – Kristin Beane – FPA of New England Update

by Kristin Beane | Aug 7, 2023 | Consumer News, FPANE News, Home Page Features

Returning guest, Kristin Beane of Endeavor Consulting, LLC and FPA of New England’s executive director joins the podcast for an update on what’s been happening in the chapter the first half of the year and for a preview of things to come.  Whether for the...

165 – Scale and Gain Clients with Chris Field-Holistiplan’s Chief Growth Officer and Disruptor

by Kristin Beane | Aug 1, 2023 | Consumer News, FPANE News, Home Page Features

Host Brad Wright is joined by Holistiplan’s Chief Growth Officer, Chris Field. They’ll walk you through Holistiplan’s tax planning software (even if you’re not a CPA or an EA). You’ll learn how the software can help you: scale gain clients justify your fees...

161 – College Planning with Joe Messinger (2023.06.26)

by Kristin Beane | Aug 1, 2023 | Consumer News, FPANE News, Home Page Features

Brad Wright CFP® and Jeff Tomaneng CFP® speak with Joe Messinger CFP®, ChFC®, CLU®, CCFC. Joe is a trusted authority in the areas of college planning and funding. He’s on a mission to “Change the way America shops for college.” He created the innovative...