by Kristin Beane | May 15, 2022 | Consumer News, FPANE News, Home Page Features, Member News
We created the FPA Virtual Externship for YOU. Our goal with this externship is to support students, new professionals, career changers, experienced professionals and those who are entirely new to financial planning – with unique insights into the profession. No...
by Kristin Beane | May 14, 2022 | Consumer News, FPANE News, Home Page Features
In this episode, we are joined by returning guest Jerry Auippa, Senior Account Executive at Longbridge Financial, LLC and Platinum Partner with the FPA® of New England. We discuss reverse mortgages: how they can be a tool, how much you can access, how they are...
by Kristin Beane | Apr 1, 2022 | Consumer News, FPANE News, Home Page Features
Meet Duncan MacPherson, author, coach, and speaker. Through his coaching firm, Pareto Systems, and books like “The Advisor Playbook”, Duncan helps advisors learn how to make their business serve their life. With great systems and ideas for marketing and referrals,...
by Kristin Beane | Apr 1, 2022 | Consumer News, FPANE News, Home Page Features
Wealth psychology expert and author Kathleen Burns Kingsbury joins us to discuss her book, Breaking Money Silence®: How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life. She shares with us how we as financial planners can break money...
by Kristin Beane | Mar 15, 2022 | Consumer News, FPANE News, Home Page Features
Jeff and Brad speak with Host, Speaker, Business Owner, and Brand Ambassador, Brittney Castro, CFP®. Brittney discusses her path from Salsa dancing – to CFP® – and back again. She enlightens us as to how she drew corporations to seek her out versus needing...
by Kristin Beane | Mar 10, 2022 | Consumer News, FPANE News, Home Page Features
We’re joined by CFP Professional, Certified Divorce Financial Analyst, and Registered Life Planner Chris Chen from Insight Financial Strategists. He shares with us his journey from the technology field to working with financial planning clients at the...
