Mar 29, 2020
In addition to insights into the help available through the Small Business Administration (SBA), we asked our partners for what resources they have available for our members. In this episode, hear from T. Rowe Price’s Karen Igler and portfolio strategist Matt Ko. Karen shares great advisor tools & links (see below),...
Mar 21, 2020
In our new Coronavirus world of social distancing and isolation, host Chris Boyd speaks with Jen Goldman about staying connected with good habits and helpful tips to start off the show. Then, hear from both ends of the age spectrum. Fran Sellers (turning 90 today), one of the chapter’s oldest members, and Andrew John...
Mar 15, 2020
Financial Planning Association President, Martin Seay, PhD, returns to the podcast to share what resources the FPA is providing for advisors in response to the developing challenges brought on by the Coronavirus. Listen in the conversation as Martin tells about the online community "Navigating Market Turbulence Related...
Mar 8, 2020
Over the past 2 weeks or so the Coronavirus outbreak has captured the attention of the U.S. population and investors, specifically. David McPherson, FPA MA Programming Director and owner of Four Ponds Financial joins host Chris Boyd in discussing how they are attempting to add value to their clients and be proactive in...
Mar 2, 2020
Join host Chris Boyd, CFP® as he interviews Frank Pare’, CFP®. Frank is the immediate past chair of the national Financial Planning Association and now the Chairman of the FPA PAC. Learn about the importance of having a strong political action committee advocating for you in the financial planning profession. In...