Aug 29, 2023
Chris and Jeff speak with Bob Hanney and Phil Colmar of MRB, The Macro Research Board.
MRB is an independent research firm providing integrated global multi-asset investment strategy as well as actionable, absolute-return ideas. We hear their thoughts on the current equity and fixed income environment and how they...
Aug 21, 2023
Protecting your clients’ property and wealth with Personal Risk Advisor Holly Gately
When was the last time you took your clients through a comprehensive risk assessment? Can’t remember? Then tune into this episode of the Wicked Pissah Podcast and hear from Personal Risk Advisor Holly Gately.
Holly is a risk...
Aug 15, 2023
Host Brad Wright is joined by Holistiplan’s Chief Growth Officer, Chris Field. They’ll walk you through Holistiplan's tax planning software (even if you’re not a CPA or an EA).
You’ll learn how the software can help you:
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scale
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gain clients
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justify your fees
You’ll also learn about two books Chris has...
Aug 3, 2023
Are you an advisor working with baby boomer business
owner clients?
According to the US Small Business Administration, there are 33.2
million small businesses in America representing 99.9% of all US
businesses. Obviously small businesses are a critical part of
our local, state, and national economies. But what happens...