Oct 8, 2024
Crystal Lee Butler- Crystal Marketing Solutions.
Host Michael Connaughton is joined by Crystal Lee Butler of Crystal
Marketing Solutions.
Crystal is founder of Crystal Marketing Solutions, LLC also known
as CMS. CMS specializes in
offering comprehensive marketing strategy and services for
independent financial...
Oct 1, 2024
Julie Casey - Definiti
Hosts Brad Wright and Mike Connaughton are joined by Julie Casey of
Definiti.
Julie is Regional Sales Director - New England Territory, for
Definiti, which is a national
retirement services firm that helps workplace organizations with
retirement plan expertise,
actuarial consulting, pension...
Sep 24, 2024
In this episode our guest is Donna McKeown of Movement Mortgage. The discussion starts by considering the recent change in the Fed Funds Rate and what impact it has had on the current interest rate environment. We discuss what moves Mortgage rates. Donna shared the benefit is the Pre-Approval process along with...
Sep 17, 2024
Chuck Failla: Sovereign Advisor Solutions + goRIA
Hosts Brad Wright and Mike Connaughton are joined by Chuck Failla.
Chuck is Founder + CEO
of Sovereign Financial Group in Stamford, CT. as well as Director
of Sovereign Advisor
Solutions.
Chuck moved from the independent broker-dealer side of the business
to the...
Sep 10, 2024
Navigating the College Selection Process with Todd Weaver
On this episode of the Wicked Pissah Podcast Kathleen speaks with Todd Weaver, President of Strategies for College, to talk about the work Todd does helping students and their families navigate the important yet often confusing college selection process. Todd...