Wicked Pissah Podcast

#183 - Maximizing Value: Selling Your Financial Advisory Business

Dec 26, 2023

As a financial advisor, would you sell your business if you found out it might be worth nearly twice what you thought? That might be true. In this episode, host Brad Wright is joined by guest, Scott DiGiammarino of JPTD Partners, and WPP co-host, Chris Boyd, who is selling his practice, to talk about the potential...

#182 - The Power of Managed Futures

Dec 19, 2023

Alex Fratila, CFA speaks with host Chris Boyd about Managed Futures. Learn what are the benefits of use of futures in designing an investment portfolio. How they work, what asset classes can be represented, and how inclusion of a managed futures strategy into clients' portfolios has the potential to help...

#181 - Collaborating with a Daily Money Manager to Enhance Client Relationships

Dec 12, 2023

Collaborating with a Daily Money Manager to Enhance Client Relationships

We all have clients that don’t always know where their money goes each month, who struggle to find important documents when they need them, who hate opening their mail and paying their bills, and who stress around tax time trying to get...

#180 - Delivering Value with Ongoing Tax Planning

Dec 5, 2023

Sometimes it can be hard finding a CPA or tax professional that actually does tax planning for clients, not just tax preparation. This challenge has only grown over the last few years as more and more accountants have retired or left the industry and is likely to only get worse seeing as 70% of CPAs reached retirement...

#179 - Balancing Act: Thriving as a Financial Advisor with Jennifer Gray

Nov 21, 2023

On this episode of the Wicked Pissah Podcast we speak with licensed professional counselor Jennifer Gray. Jennifer focuses her counseling work on helping financial advisors find balance and authenticity between their personal and professional selves; manage and overcome burnout and overwhelm; and celebrate the success...