Beste Nicole Franklin podcaster (2024)

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#222 - Nicole Wallace and Christopher Jensen – Franklin Templeton Investments 38:03

8d ago38:03

38:03

Nicole Wallace and Christopher Jensen – Franklin Templeton Investments Host Michael Connaughton is joined by Nicole Wallace and Christopher Jensen of Franklin Templeton Investments. Nicole is Vice President and Private Wealth Director covering the New England States for Franklin Templeton Investments. Christopher Jensen is the Director of Digital A…

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#221 - Jack Heintzelman – FPA National Board of Directors 46:47

15d ago46:47

46:47

Jack Heintzelman – FPA National Board of Directors Hosts Brad Wright and Kathleen Kenealy are joined by Jack Heintzelman. Jack is a financial planner with Boston Wealth Strategies, where he has been since 2018. Jack has been serving on the FPA NexGen National Leadership Committee, for the past two years, and has just been elected to the FPA Nationa…

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#220 - Crystal Lee Butler- Crystal Marketing Solutions 36:30

22d ago36:30

36:30

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 advisors. Crystal and CMS have been fe…

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Nala | Undies, Inclusivity & Viral Campaigns with founder Chloe de Winter | Ep 98 44:33

29d ago44:33

44:33

Chloe de Winter is the co-founder of Nala, a wildly better underwear brand that has gained a cult following for its comfortable and affordable bras and undies. Nala is dedicated to creating sustainable, stylish underwear that doesn't compromise on comfort or design. Using bio-based fabrics and ethical practices, the brand caters to all genders and …

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#219 - Julie Casey - Definiti 40:12

29d ago40:12

40:12

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 outsourcing and recordkeeping. Defi…

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#218 - Donna McKeown - Mortgages & Interest rate movement 29:50

1M ago29:50

29:50

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 some personal anecdotes. She also sha…

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Jessica Maguire | Science of the Nervous System, Embracing Awe, Nature’s Healing Power, Leading Through Co-Regulation, Shifting our Sense of Self with Jessica Maguire | Ep 97. 1:12:25

1M ago1:12:25

1:12:25

Jessica Maguire is an internationally published author, TEDx speaker, and leading nervous system educator who has impacted over 15,000 students worldwide. With a Master’s in Physiotherapy and nearly two decades of experience, Jessica has pioneered a global movement in nervous system education. Through her innovative approaches, Jessica provides cle…

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#217 - Chuck Failla: Sovereign Advisor Solutions + goRIA 50:35

1M ago50:35

50:35

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 independent side and has since taken …

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Wandering Folk | Journey of Art and Adventure, Sustainable Fabrics and Production, Maintaining A Creative Practice Amongst Business and Motherhood with Founder Sharnee Thorpe | Ep 96 46:14

2M ago46:14

46:14

Sharnee Thorpe is the creative entrepreneur and renowned print designer behind Byron Bay's beloved brand, Wandering Folk. As the founder, owner, and creative director, Sharnee's passion for creating premium picnic essentials has captivated adventure and art lovers worldwide. Her love for nature and exploration blossomed early, leading to a life enr…

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#216 - Navigating the College Selection Process with Todd Weaver 36:04

2M ago36:04

36:04

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 describes the process he uses to…

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Great Wrap | Securing Startup Funding, Tackling 150,000 Tonnes of Plastic Stretch Wrap, Becoming AFR Sustainability Leaders, Being Science & Technology Driven with Founder Julia Kay Ep 95. 37:29

2M ago37:29

37:29

Founded by Julia and Jordy Kay, Great Wrap is leading the charge with innovative solutions to tackle the staggering 150,000 tonnes of plastic stretch wrap dumped into our landfills annually. Recently awarded B Corp Certification and recognised with numerous awards including as a Category Innovator in the AFR Sustainability Leaders List Great Wrap s…

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#215 - Stephanie Aliaga – J.P. Morgan 47:50

2M ago47:50

47:50

Stephanie Aliaga – J.P. Morgan Hosts Brad Wright and Kathleen Kenealy are joined by Stephanie Aliaga, Global Market Strategist on the JP Morgan Asset Management Market Insights Team, based out of New York. Stephanie helps formulate and communicate economic views, deliver timely commentary and maintain forecasting models for weekly submissions to Bl…

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#214 - Richard LeFauve – Client Edge 1:00:01

2M ago1:00:01

1:00:01

Richard LeFauve – Client Edge Host Brad Wright along with Guest Co-Host Mike Connaughton are joined by performance coach Richard “Rick” LeFauve. Rick founded Client Edge for performance coaching after compiling extensive experience in management, recruiting, training, business development, and coaching at Morgan Stanley and American Express Financi…

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#213 - Difficult Conversations 59:17

3M ago59:17

59:17

This week we’re talking about Difficult Conversations. Whether telling clients they don’t have enough and need to get back to work, talking clients through market down turns, or speaking with clients at times of loss, some conversation are more challenging than others. We discuss challenging financial planning conversations with clients, employees/…

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Jasmine Daly | Building Purpose-Driven Brands, Inspiring Community Engagement, Staying Motivated in Tough Times, Growing Ingrained Foundation | Ep 94. 1:01:25

3M ago1:01:25

1:01:25

Jasmin Daly is the Executive Director of Ingrained Foundation, a not-for-profit funding platform taking an interconnected and collaborative approach to improving social and environmental wellbeing. Based on Bundjalung Country (Northern NSW), Ingrained has donated over $2 million in the last 5 years to focus on resilience, well-being, inclusion, div…

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#212 - Bonds vs. Bond Funds- Vanguard with Ted Dinucci 33:59

3M ago33:59

33:59

Vanguard Hosts Brad Wright and Chris Boyd are joined by Ted Dinucci, an investment strategist with Vanguard’s Investment Advisory Research Center, the team tasked with creating thought leadership for their intermediary advisory partners across a range of investment, wealth management, and financial planning topics. They discuss: -Individual bonds v…

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Fluff | Growing a Global Skincare Brand, Beauty vs the Beauty Industry, Challenging Overconsumption, Celebrating Natural Beauty with Founder Erika Geraerts | Ep 93. 1:03:11

3M ago1:03:11

1:03:11

Erika Geraerts is the founder of cult beauty brand Fluff. Fluff was created in 2018 as an antidote to the current beauty industry narrative, for anyone who thinks that the world doesn't need more products, just better products, and responsible, transparent messaging. Their products are all about keeping it simple: good for your skin, your thoughts,…

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#211 - Approaching Business Owners' Insurance concerns and opportunities 44:36

3M ago44:36

44:36

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 scenarios that help to illustrate diff…

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The Dirt Company | Zero to 100,000 Customers, Cleaning up Laundry, Less is Best Approach, Unicorns vs Lemonade Stands, Creating Australia's First Circular Packaging Brand with Founder Frankie Layton ... 1:10:19

3M ago1:10:19

1:10:19

Frankie Layton is the founder of The Dirt Company, Australia’s first circular packaging brand. Frankie’s passion for sustainability began while working on superyachts, witnessing ocean waste. With a background in strategic consulting, she launched The Dirt Company to tackle household product packaging waste. Since 2017, The Dirt Company has gained …

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#210 - Valuing Your Life’s Work with Aaron Wells of FP Transitions 1:02:17

3M ago1:02:17

1:02:17

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 it’s so important to “start with why,” …

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#209 - Xtrackers 51:18

4M ago51:18

51:18

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 Senior Fellow at USMA West Point, has s…

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#208 - Financial Education with NE Chapter President Marybeth Breed & Mass State Treasurer Deborah Goldberg, 48:09

4M ago48:09

48:09

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 best approaches to developing …

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#207 - Michael Connaughton – Lead Advisor 51:26

4M ago51:26

51:26

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 focused businesses and professi…

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#206 - Setting Charitable Intentions with Erinn Andrews of The Give Team 54:36

4M ago54:36

54:36

Setting Charitable Intentions with Erinn Andrews of The Give Team Education, food insecurity, climate change, humanitarian and disaster relief… There are countless causes and more than a million and a half charities in the US looking for support. We all have limited time and resources, so how do you possibly decide which organizations to donate to?…

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#205 - Incorporating Long Term Care Into Your Long-Term Planning 52:17

5M ago52:17

52:17

Incorporating Long Term Care Into Your Long-Term Planning There are some grim statistics out there regarding long term care: 70% of adults who live until age 65 will develop a need for long term care services in their lifetime The average annual cost of a private room in a nursing home facility runs more than $100,000 a year. How can you help your …

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#204 - Scams & Schemes with Bob Powell 38:04

5M ago38:04

38:04

In this episode, Chris Boyd CFP®, CASL, CEPS catches up with Bob Powell CFP®, RMA® to discuss the pressing issue of financial exploitation, focusing on scams and schemes. Bob Powell highlights the prevalence of financial scams, particularly those targeting elderly individuals, with statistics showing significant financial losses and many cases goin…

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#203 - Succession Planning with Jessica Polito 47:56

5M ago47:56

47:56

As an advisor, you may have a considerable part of your personal wealth connected to your business. How and when will you obtain that wealth by selling your business? Will you sell internally or to another firm? Will that firm be larger and backed by private equity? How soon do you want to exit or how long do you want to stay active and what restri…

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#202 - Recession? Commodities? Deficit? Mike Arone – State Street Global Advisors 47:21

5M ago47:21

47:21

Mike Arone – State Street Global Advisors Hosts Brad Wright and Kathleen Kenealy are joined by Mike Arone. Mike is Managing Director and Chief Investment Strategist for State Street Global Advisors US Intermediary Business Group. Michael is a highly regarded speaker at industry conferences and is the author of several articles related to investment…

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#201 - Estate Management and Legacy Building with Vanilla's Jim Sinai 46:21

6M ago46:21

46:21

Jim Sinai - Vanilla Host Brad Wright is joined by Jim Sinai. Jim is Chief Marketing Officer at Vanilla, The Estate Advisory Platform, designed to transform how wealth advisors help their clients manage their estate and build their legacy. Jim is a seasoned cloud executive and experienced marketer, with a background in sales, business development, a…

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#200 - Life Planning with George Kinder 1:05:09

6M ago1:05:09

1:05:09

For our 200th episode, we are joined by the legendary George Kinder, best known for creating the Registered Life Planner designation and curriculum through the Kinder Institute of Life Planning. George is a pioneer who helped to shape what has become the financial planning industry. Join past chapter president, Chris Boyd of Wealth Enhancement Grou…

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How to Live in Freedom Ft. Tabitha Brown 54:13

6M ago54:13

54:13

Hey Ma! Our season finale features the incomparable Tabitha Brown 🥳🥳🥳 We talk about EVERYTHING. Please tune and let us know what you think of the episode. Send us a text ★ New Episodes are released on Thursdays on YouTube and Podcast Platforms. ★ Did You Like What You Heard? Please Like, Comment, Share and Subscribe! ★ Interested in advertising? Em…

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#199 - Branding and Marketing with Tiffany Markarian 56:52

6M ago56:52

56:52

Tiffany Markarian – Advantus Marketing Host Brad Wright is joined by Managing Director of Advantus Marketing, Tiffany Markarian. Tiffany has coached hundreds of wealth advisors, broker/dealers, brokerage and insurance firms in driving productivity, practice equity and overall growth. She draws from her deep field experience as a Director of Marketi…

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How to Find Yourself (Again) Ft. Monica Style Muse 54:45

6M ago54:45

54:45

Hey Ma! We had a candid conversation with our special guest, beauty influencer, Monica Style Muse. We talk about grief and loss, relationships and confrontation as well as motherhood and self-image. We are talking to Monica about: Embracing her postpartum body to regaining confidence in herself. Changes in our identities The challenges of finding p…

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#198 - Organization and efficiency expert Patty Kreamer of Productivity Uncorked 50:30

6M ago50:30

50:30

"Clutter is nothing more than unmade decisions." - Patty Kreamer. Organization and efficiency expert Patty Kreamer of Productivity Uncorked joins us to share how to see between the steps and pull out the things that really don't matter and how you can use DiSC behavioral styles as a resource to enhance your daily relationships. https://productivity…

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#197 - Personal Finance Through Writing with Kate Dore, CFP® 44:15

7M ago44:15

44:15

Sharing a Passion for Personal Finance Through Writing with Kate Dore, CFP® On this episode Kathleen and Jeff are joined by personal finance reporter Kate Dore, CFP®. We hear from Kate about how a career in music publishing led Kate to discover a passion for personal finance and eventually pursuing the Certified Financial Planner™ designation. We t…

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#196 - Developing Next Gen Talent with AdvoKate IQ consulting firms Kate Healy 55:12

7M ago55:12

55:12

On this episode of the Wicked Pissah Podcast we are joined by long time industry veteran, Kate Healy. You may know Kate from her long tenure at TD Ameritrade or perhaps you recognize her from one of the many industry awards she has been honored with over the years, but you may not know about what she’s up to now. Listen in as we talk with Kate abou…

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How to Reinvent Yourself Ft. Ashley West 40:40

7M ago40:40

40:40

Hey Ma! This week Ashley West, you may know her as @SouthernWestSunshine, joins us on the couch sharing her journey from 9-5 working mom to how she built a new career from being a viral sensation. In this episode we talk about: the realities of motherhood the adjustments we make to keep our marriages thriving amidst motherhood and careers the daily…

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#195 - Nifty Advisor Support- Michelle Wong 48:13

7M ago48:13

48:13

"Do what you do best and outsource the rest." - Peter Drucker. Michelle Wong, CEO of Nifty Advisor Support, joins us to discuss how she strives to close the talent gap between advisors and non-advisors through inclusive communication and effective remote team management. Their virtual assistance, collective coaching, and on-demand recruiting soluti…

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#194 - Saving Money on Prescription Drug Costs with Patricia Prewitt 52:25

7M ago52:25

52:25

Saving Money on Prescription Drug Costs with Patricia Prewitt According to a 2022 study, Americans pay higher prices for prescription drugs than any other country in the world, with prescription drug prices here in the U.S. more than 2.5 times as high as those in other high-income nations. As a result, 1 out of every 3 adults on prescription drugs …

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How Can Motherhood Change Your Life Ft. Lizzy Mathis 26:46

7M ago26:46

26:46

In this episode, we explore motherhood and its challenges with our guest is Lizzy Mathis, host of The Cool Mom Podcast and host of the TV show Honest Renovations with Jessica Alba. We discuss: How motherhood shows us how to value ourselves How we become like our parents Ups and downs of motherhood Miscarriage experiences Changing the societal norms…

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#193 - TIFIN Wealth – AJ Boury 41:03

7M ago41:03

41:03

AJ Boury Hosts Brad Wright and Chris Boyd are joined by TIFIN Wealth COO AJ Boury. They discuss: * The AI and innovation platform for wealth that was founded by former Wharton Professor and successful entrepreneur Dr. Vinay Nair * How FPA members who manage under $100M in AUM can access the TIFIN Wealth platform for free *Scientific personality ass…

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The Ideas Bodega | Living a Creative Life, Generating New Ideas, Leading Creative Teams, Inspiring Innovation, Overcoming Creative Barriers with Founder Nicole Velik | Ep 91. 1:22:19

7M ago1:22:19

1:22:19

Nicole Velik is a leading speaker, facilitator, and trainer in innovation and creativity. As the founder of The Ideas Bodega and the host of the podcast Creativity Unpacked, as well as CreativeMornings Sydney, she has dedicated herself to demystifying creativity and making it accessible to everyone. With a background in advertising, including stint…

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#192 - Your Financial Therapist- Erika Wasserman 40:23

8M ago40:23

40:23

Erika Wasserman, CEO of Your Financial Therapist, joins us to discuss how she addresses #financial #anxiety and #stress #management, #money and #relationshps, #mindset, and #behavior #change with her #FinancialTherapy clients and how she trains #FinancialPlanners to integrate these topics into their #client #conversations. https://yourfinancialther…

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The Beautiful Bunch | Launching A Social Enterprise, Embracing Kindness in Business, Empowering Young Refugee Women, Building Inclusive Workplaces with Founder Jane Marx | Ep 90. 1:12:52

8M ago1:12:52

1:12:52

Jane Marx is a social entrepreneur committed to empowering marginalized women through meaningful employment. Amidst the pandemic, she founded The Beautiful Bunch, focusing on supporting young women from refugee backgrounds facing barriers to work. Join us for an honest discussion on the challenges and triumphs of launching and running a social ente…

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#191 - 2024 College Planning with Cozy Wittman 56:41

8M ago56:41

56:41

On today’s episode, Brad Wright and Jeff Tomaneng are joined by Cozy Wittman. Cozy is an education and partnership leader at College Inside Track. Cozy speaks nationally about college search, educating families and training financial advisors and other professionals who work with families with high schoolers. She is passionate about dispelling myth…

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How to Turn Your Dreams into Reality Ft. Liane V Benjamin 50:29

8M ago50:29

50:29

Every mom knows the juggling act of work-life balance is not easy, it's our daily reality. Our guest, Liane V Benjamin joined us to share her honest take on following your dreams, relationships and motherhood. In this episode, we discuss: Her journey over the past decade How she worked hard to get to a life she visualized Her Christianity Her advic…

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#190 - Heart of Financial Planning Award Winner Virginia Asher 50:50

8M ago50:50

50:50

This week, we are joined by #FinancialPlanner, continuous #learner, #aspiring #teacher, and 2023 FPA Heart of Financial Planning Award winner Virginia Asher. Virginia practices financial planning at Chichester Financial Group and TrustBank Wealth Management and provides #financial #coaching, financial #literacy #education, #curriculum design, and #…

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Brooke Franklin | Lessons from Growing Lululemon, Cotton On & TOM Organic, 8-Step Framework To Scale Product Brand Growth, Key Differences Between Startups & Big Business, Managing Work with Kids | Ep ... 37:39

8M ago37:39

37:39

Brooke is a powerhouse in the product industry. She spent six years helping scale lululemon, where she managed stores, led operations, and eventually oversaw $100 million in retail stores as the Australia/NZ Area Director. She went on to become the Country Manager of Cotton On managing over 200 stores and more than $250M in sales. From there she mo…

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#189 - Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride 54:21

8M ago54:21

54:21

Nurturing a More Diverse Profession – with Rene Jarquin and JonPaul McBride According to data recently released by the CFP Board, less than 10% of the nearly 100,000 CFP® professionals report as Black, Hispanic, Latino, Asian or Pacific Islander. Only 24% are female. It’s not news that we have much work to do to encourage individuals from underrepr…

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How to Reconnect with Yourself Ft. Raye Boyce 36:32

8M ago36:32

36:32

Feeling lost in motherhood? Ever wish you could rewind or compare experiences on equal footing? Join us as we discuss these relatable struggles with Raye Boyce (@itsmyrayeraye), beauty and lifestyle influencer who shares her insights on: Navigating the identity shift: How motherhood changes us and the emotions we rarely discuss. Body image and soci…

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