"Clutter is nothing more than unmade decisions." - Patty Kreamer. Organization and efficiency expert Patty Kreamer of Productivity Uncorked joins us to share how to see between the steps and pull out the things that really don't matter and how you can use DiSC behavioral styles as a resource to enhance your daily relationships.   https://productivityuncorked.com/ https://www.facebook.com/ProductivityUncorked https://www.linkedin.com/in/pattykreamer https://wickedpissahpodcast.libsyn.com/episode-124-patty-kreamer-cpo-productivity-uncorked https://discsimple.com/discsimple-usa ..read more

Sharing a Passion for Personal Finance Through Writing with Kate Dore, CFP®   On this episode Kathleen and Jeff are joined by personal finance reporter Kate Dore, CFP®. We hear from Kate about how a career in music publishing led Kate to discover a passion for personal finance and eventually pursuing the Certified Financial Planner™ designation. We talk to Kate about how she gets her ideas for her articles, why she likes to collaborate with advisors, and how she incorporates aspects of the financial planning process into writing her stories. https://www.linkedin.com/in/katedore/ https://w ..read more

On this episode of the Wicked Pissah Podcast we are joined by long time industry veteran, Kate Healy. You may know Kate from her long tenure at TD Ameritrade or perhaps you recognize her from one of the many industry awards she has been honored with over the years, but you may not know about what she’s up to now. Listen in as we talk with Kate about her career, why it’s so important to develop the next generation of talent in this industry, and what she’s doing now that she’s launched her own consulting firm, AdvoKate IQ.  https://www.linkedin.com/in/kateehealy/   ..read more

"Do what you do best and outsource the rest." - Peter Drucker. Michelle Wong, CEO of Nifty Advisor Support, joins us to discuss how she strives to close the talent gap between advisors and non-advisors through inclusive communication and effective remote team management. Their virtual assistance, collective coaching, and on-demand recruiting solutions help advisory firms deliver a better client experience.   https://www.niftyadvisorsupport.com/ https://www.linkedin.com/in/woahitsmiwo/ https://www.linkedin.com/company/nifty-advisor-support/ https://www.linkedin.com/newsletters/wong-not-whi ..read more

Saving Money on Prescription Drug Costs with Patricia Prewitt According to a 2022 study, Americans pay higher prices for prescription drugs than any other country in the world, with prescription drug prices here in the U.S. more than 2.5 times as high as those in other high-income nations. As a result, 1 out of every 3 adults on prescription drugs say they are unable to take them as prescribed due to the cost.  On this episode of the Wicked Pissah Podcast, we speak with Patricia Prewitt, a woman who is trying to help individuals and families find the best ways to reduce their prescription ..read more

AJ Boury Hosts Brad Wright and Chris Boyd are joined by TIFIN Wealth COO AJ Boury. They discuss: * The AI and innovation platform for wealth that was founded by former Wharton Professor and successful entrepreneur Dr. Vinay Nair * How FPA members who manage under $100M in AUM can access the TIFIN Wealth platform for free *Scientific personality assessment (Risk Capacity, Risk Preference, and Portfolio Risk) and how they play into creating personalized investment proposals Plus, you’ll hear AJ’s (former college football player) predictions on next season’s NY Giants. TIFIN Wealth: www.TIFI ..read more

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 integrate these topics into their #client #conversations.   https://yourfinancialtherapist.com/ https://www.linkedin.com/in/erikawasserman/ https://www.linkedin.com/company/your-financial-therapist/ https://www.facebook.com/yourfinancialtherapy/ https://twitter.com/Fin_Therapist https://www.instagram.com/yourfinancialtherapist ..read more

On today’s episode, Brad Wright and Jeff Tomaneng are joined by Cozy Wittman. Cozy is an education and partnership leader at College Inside Track. Cozy speaks nationally about college search, educating families and training financial advisors and other professionals who work with families with high schoolers. She is passionate about dispelling myths around how colleges accept students and how they price their product. She has been featured in The Journal of Financial Planning on the subject of college planning. And she’s a mom to 5 kids, all with different goals for college! We ..read more

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 provides #financial #coaching, financial #literacy #education, #curriculum design, and #mentoring at Whealthy Living. Tune in to hear about her #career progression to align her practice with her #values.   https://www.linkedin.com/in/virginiaasher/ https://www.chichesterfinancial.com/team/virginia-asher-cfp https://www.financialpla ..read more

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. It’s not news that we have much work to do to encourage individuals from underrepresented communities to join our ranks.  On this episode, Kathleen is joined by her fellow FPA of New England chapter members, Rene Jarquin and JonPaul McBride, to talk about their involvement with the New England chapter’s Diversity, Equity & ..read more