Jul 30, 2024
In this week’s episode of the Wicked Pissah Podcast, Kim Furnald, CLU returns to the program. Using a holistic approach after a career in financial services, Kim for the past decade has been working with advisors on Estate and Business applications of insurance. In this episode, Kim brings to life some helpful...
Jul 23, 2024
Valuing Your Life’s Work with Aaron Wells of FP Transitions
Hosts Kathleen Kenealy and Chris Boyd are joined by Aaron Wells, Director of Financial Analysis at FP Transitions, to discuss how Aaron and the team at FP Transitions help advisors measure and assess the value of their life’s work. Aaron explains why...
Jul 16, 2024
Xtrackers
Hosts Brad Wright and Chris Boyd are joined by John O’Connor and C.
Allen Parker of JH
Whitney Investment management who together with Xtrackers have
created the “Geostrategic
Risk Rating” system.
John is CEO of JH Whitney and was previously Chairman of JP Morgan
Alternative Asset
Management. He’s a...
Jul 9, 2024
Kathleen speaks with FPA of New England chapter President Marybeth Breed and Massachusetts State Treasurer Deborah Goldberg about the various initiatives Treasurer Goldberg has worked on to promote financial education across the Commonwealth of Massachusetts. We learn about the task force she convened to determine the...
Jul 2, 2024
7Michael Connaughton – Lead Advisor
Hosts Brad Wright and Kathleen Kenealy are joined by Michael
Connaughton. Mike is co-
founder of Lead Advisor, a wealth management collective that
specializes in building firms,
practices and careers. They provide creative perspective, time
leverage and industry insights for
growth...