Sep 21, 2021
Hear from the leadership of one of FPA's largest chapters. Massachusetts President Inna Rivilis shares with us what they're doing to improve their value proposition to members and partners and how their chapter is delivering content, programs, and continuing education (CE). Chairman Brad Wright discusses...
Sep 15, 2021
Client experience expert Julie Littlechild is our guest, and she shares with us best practices for gathering feedback from clients and her recent research on referral marketing. We discuss what has changed in the financial advisory profession as a result of COVID 19, including which of those changes are temporary vs. a...
Sep 8, 2021
Psychologist and financial coach Dr. Dorian Mintzer joins us to discuss the changing landscape of retirement and how it’s no longer a destination, but more of a transition and journey. You’ll hear about the different pieces of the retirement puzzle, like finances, health, wellness, relationships, purpose,...