Episodes

Ron Carson - Proven In The Trenches
Nov. 1, 2020

Ron Carson - Proven In The Trenches

Ron Carson, industry icon, shares his story and his insights for how advisors can succeed professionally and in life.  Author of Proven In The Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm's Future, Ron shares insights...
ESG Panel Discussion & ESG Pro
Oct. 19, 2020

ESG Panel Discussion & ESG Pro

In this panel discussion, Chris Boyd & Inna Rivilis are joined by advisors who have actively engaged ESG investing for their clients.  Discussion incorporates SRI, ESG, and Impact investing.  Hear how our panel developed their approach,...
Start Up - Going Independent - Panel Discussion
Oct. 12, 2020

Start Up - Going Independent - Panel Discussion

Katie MacDonald, Jake Northrup, & Brad Wright
Client Conversations for the Back End of 2020
Sept. 28, 2020

Client Conversations for the Back End of 2020

with Jason Lilly of Cape Cod Five Wealth Management
Glenn Frank - TimeMoneyAndJoy.com
Sept. 21, 2020

Glenn Frank - TimeMoneyAndJoy.com

2019's FPA MA Financial Planner of the Year, Glenn Frank.  Glenn tells about his professional experience culminating at Lexington Wealth Management.  Glenn has taught at Bentley, helping to create their Masters of Personal Financial Planning...
Inna Rivillis - 2020 FPA MA President-Elect
Sept. 14, 2020

Inna Rivillis - 2020 FPA MA President-Elect

Inna Rivilis, the 2020 FPA MA Presiden-Elect, joins host Chris Boyd to share priorities of the chapter and her vision for next year.  Learn about Inna’s personal and professional journey leading her from Ukraine to US citizenship and to...
Skip Schweiss - 2020 FPA President-Elect
Sept. 6, 2020

Skip Schweiss - 2020 FPA President-Elect

Skip Schweiss, 2020 President-Elect of the Financial Planning Association discusses a variety of subjects: FPA CEO search, the custodian landscape, public policy issues facing planners & investors, 2020 election impact, why aren’t more advisors...
Coronavirus - How are you marketing your business?
Aug. 30, 2020

Coronavirus - How are you marketing your business?

Dave McPherson & Misty Lynch
Technology Impacting Planners - Knudge & Robos
Aug. 23, 2020

Technology Impacting Planners - Knudge & Robos

This week we focus on technology.  First, Chris interviews Shaun Erickson (FPA MA Advocacy Director) & Dave Connolly, creators of Knudge, the new program for financial advisors.  Learn about the inspiration and process of moving the...
Elder Planning Specialist Program - Bob Mauterstock, CFP® & Annalee Kruger
Aug. 17, 2020

Elder Planning Specialist Program - Bob Mauterstock, CFP® & Annalee Kruger

With the pending wave of an aging population, Bob Mauterstock and Annalee Kruger tell us about the new course curriculum they’ve devised intended to aid financial advisors to stand out and gain the expertise needed to become a leader in this new...
Funding College - Julie Shields-Rutyna, Dir. of College Planning @ MEFA
Aug. 8, 2020

Funding College - Julie Shields-Rutyna, Dir. of College Planning @ MEFA

From 529 Plan savings for young children to loans for college students, in this week’s episode host Chris Boyd speaks with Julie Shields-Rutyna, Dir. of College Planning at MEFA about all aspects of paying for college.  Suitable for...
Divorce Planning - Panel Discussion
Aug. 2, 2020

Divorce Planning - Panel Discussion

In times of Coronavirus, will divorces increase due to more time together?  Learn about the challenges and benefits of working with clients going through divorce.  Our esteemed panel discusses how to approach the needs of those going through...
Implicit Bias with Rachel Goldman
July 23, 2020

Implicit Bias with Rachel Goldman

As the Financial Planning Association of Massachusetts takes up questions of race, diversity, equity, and inclusion, we sit down with Rachel Goldman, presenter and facilitator for an event for members on August 5th.  Learn more in this...
"The Power of Going Virtual" with Russell Investments' Cory Christiana
July 13, 2020

"The Power of Going Virtual" with Russell Investments' Cory Christiana

Cory Christiana of Russell Investments joins host Chris Boyd as they discuss The Power of Going Virtual.  In the midst of the pandemic, our industry has rapidly embraced virtual meetings, but will this become a permanent tool for the future?...
Conversation about Race, Wealth, & the Profession with Malik Lee, CFP®
July 3, 2020

Conversation about Race, Wealth, & the Profession with Malik Lee, CFP®

With issues of race receiving increased attention, Malik Lee, CFP® joins the conversation.  Malik shares his professional story, reveals challenges for African Americas in growing wealth, the need for greater representation of minorities in...
Give Up the FPA? FPA President Responds & Shares Insight On The CEO Search
June 28, 2020

Give Up the FPA? FPA President Responds & Shares Insight On The CEO Search

Martin Seay, PhD
Kristin Beane - The Role of Executive Director - "The Glue"
June 20, 2020

Kristin Beane - The Role of Executive Director - "The Glue"

Kristin Beane acts as Executive Director of both the Financial Planning Association of Massachusetts and Northern New England chapters.  As this week’s guest, Kristin shares the story of her experience with the chapter over the past 20 years:...
Tool Kit - for the CFP's
June 14, 2020

Tool Kit - for the CFP's

Paul Brahim, CFP®, AIFA® & Rochelle Truzzi, CFP®
Important Conversations
June 6, 2020

Important Conversations

Panel Discussion: Dr. Amy D'Aprix, Susan Turnbull, & Bob Mauterstock
Social Security update with Kurt Czarnowski
May 31, 2020

Social Security update with Kurt Czarnowski

Always informative, Kurt Czarnowski, formerly Regional Communications Director for the Social Security Administration (SSA) in New England, now principal of Czarnowski Consulting, shares insights useful to all on decisions about Social Security. Hear...
A Life of Service - Dick Powers, CFP®
May 23, 2020

A Life of Service - Dick Powers, CFP®

As we celebrate Memorial Day weekend, join host Chris Boyd as he speaks with Dick Powers, CFP®, retired Army Colonel, to hear about his lifetime of service, both to our nation and our profession.  After his military career, Dick helped create...
FPA's Hidden Gems & Advisor Resources - Ben Lewis & Buffy Fletcher
May 17, 2020

FPA's Hidden Gems & Advisor Resources - Ben Lewis & Buffy Fletcher

Ben Lewis & Buffy Fletcher of the Financial Planning Association (FPA) join host Chris Boyd to share some of the great underutilized resources for FPA member practitioners ... from the Coaches Corner, massive Member Discounts on Insurance other...
Student Debt during COVID-19 - Atty. Adam Minsky
May 8, 2020

Student Debt during COVID-19 - Atty. Adam Minsky

Recently, the CARES Act made provisions to help borrowers of student loans … but not all student loans qualify for these benefits.  Atty. Adam Minsky joins us to explain. Lear more about student loans and what to do when borrowers can’t pay....
Panel Discussion: Response to Recent Events (Boston South Practice Group)
May 2, 2020

Panel Discussion: Response to Recent Events (Boston South Practice Group)

Join us for the recent panel discussion on how advisors have been handling recent events  and challenges - isolation policies, market volatility, client contact, marketing and more.  Following the panel, outstanding advisor resources...