Jul 27, 2023
In this episode, our esteemed guest is Jeffrey Kleintop, CFA, Chief Global Investment Strategist and Managing Director of Charles Schwab & Company, Inc. Listen in as Jeff reminds advisors of the virtues of international exposure, not just from the perspective of company domicile or sales exposure. Jeff will share their...
Jul 18, 2023
Returning guest, Kristin Beane of Endeavor Consulting, LLC and FPA of New England's executive director joins the podcast for an update on what's been happening in the chapter the first half of the year and for a preview of things to come. Whether for the Free CE Day for members (on 8/1 & 8/2), upcoming half-day...
Jul 11, 2023
Brad Wright CFP® and Jeff Tomaneng CFP® speak with Joe Messinger CFP®, ChFC®, CLU®, CCFC. Joe is a trusted authority in the areas of college planning and funding. He’s on a mission to "Change the way America shops for college." He created the innovative College Pre-Approval™ system to seamlessly guide families...
Jul 4, 2023
As a financial professional, are you working in your business, or are you working on your business?
Today we are joined again by renowned professional coach and author, Duncan McPherson. Chapter Past Presidents Brad Wright & Chris Boyd discuss with Duncan some of the powerful insights from the book, The Blue Square...