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Wicked Pissah Podcast

Jul 13, 2020

Cory Christiana of Russell Investments joins host Chris Boyd as they discuss The Power of Going Virtual.  In the midst of the pandemic, our industry has rapidly embraced virtual meetings, but will this become a permanent tool for the future? Learn suggestions for best practices and how to best plan your virtual meetings...


Jul 3, 2020

With issues of race receiving increased attention, Malik Lee, CFP® joins the conversation.  Malik shares his professional story, reveals challenges for African Americas in growing wealth, the need for greater representation of minorities in upper management & broadly in the world of Financial Planners.  Important food...


Jun 28, 2020

Martin Seay, PhD, President of the Financial Planning Association, returns to the program to discuss recent criticism of the FPA and to confirm its value to members and the profession. Also discussed are recent changes announced by the CFP Board for more stringent background checks on certificants in an effort...


Jun 20, 2020

Kristin Beane acts as Executive Director of both the Financial Planning Association of Massachusetts and Northern New England chapters.  As this week’s guest, Kristin shares the story of her experience with the chapter over the past 20 years: logistics, member service, continuing education credit application and...


Jun 14, 2020

Learn about the 5 model documents in the new Toolkit for CFPs who are members of the FPA.  Paul Brahim, CFP®, AIFA® and Rochelle Truzzi, CFP® share insights both into the new expectations of CFP's in their role as a fiduciary as enforcement nears at the end of June. Paul tells of the work & role of the FPA's...