Aug 30, 2020
Hindsight may be 20-20, but no one would have had the foresight to know the challenges of 2020. This is especially true in marketing for financial advisors. In this episode, Dave McPherson & Misty Lynch join host Chris Boyd to share how they are marketing and the impact of the Coronavirus. From Podcast, Blogs, Videos,...
Aug 23, 2020
This week we focus on technology. First, Chris interviews Shaun Erickson (FPA MA Advocacy Director) & Dave Connolly, creators of Knudge, the new program for financial advisors. Learn about the inspiration and process of moving the program from concept to market.
Next, Sara Max joins the show to share about her recent...
Aug 17, 2020
With the pending wave of an aging population, Bob Mauterstock and Annalee Kruger tell us about the new course curriculum they’ve devised intended to aid financial advisors to stand out and gain the expertise needed to become a leader in this new field of longevity planners. The Elder Planning Specialist program is...
Aug 8, 2020
From 529 Plan savings for young children to loans for college students, in this week’s episode host Chris Boyd speaks with Julie Shields-Rutyna, Dir. of College Planning at MEFA about all aspects of paying for college. Suitable for professionals or the public, this is content about college savings which can help.
Aug 2, 2020
In times of Coronavirus, will divorces increase due to more time together? Learn about the challenges and benefits of working with clients going through divorce. Our esteemed panel discusses how to approach the needs of those going through divorce in a holistic manner. Whether Collaborative law, mediation, or...