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Wicked Pissah Podcast

Sep 28, 2020

In this episode, we discuss some of the challenging questions clients are asking & some possible responses.  Jason Lilly, CFA, CFP, the Senior Vice President and Chief Wealth Management Services Officer for Cape Cod Five Wealth Management joins host Chris Boyd to discuss questions about the Economy, Markets, Valuations,...

Sep 21, 2020

2019's FPA MA Financial Planner of the Year, Glenn Frank.  Glenn tells about his professional experience culminating at Lexington Wealth Management.  Glenn has taught at Bentley, helping to create their Masters of Personal Financial Planning program, while also building a successful financial planning practice. ...

Sep 14, 2020

Inna Rivilis, the 2020 FPA MA Presiden-Elect, joins host Chris Boyd to share priorities of the chapter and her vision for next year.  Learn about Inna’s personal and professional journey leading her from Ukraine to US citizenship and to leadership of FPA MA.

Sep 6, 2020

Skip Schweiss, 2020 President-Elect of the Financial Planning Association discusses a variety of subjects: FPA CEO search, the custodian landscape, public policy issues facing planners & investors, 2020 election impact, why aren’t more advisors serving retirement plans, serving the underserved, his 2021 priorities &...