by Kristin Beane | Jan 1, 2022 | FPANE News, Home Page Features
Join David Marra of Markin Asset Management for Wealth Wednesday as he discusses the topic of Investment Strategies for Long-Term Income: • The client: assets, consumption and liabilities • The investment: asset allocation and risk-management • Investment strategies...
by Kristin Beane | Jan 1, 2022 | Consumer News, FPANE News, Home Page Features
We hear from wealth advisor and coach Abbey Henderson. Abbey is CEO of Abaris Financial Group in Concord, MA. You’ll hear about her journey from tax prep to financial advisor at an accounting firm to wealth advisor at a law firm to her own fee-based financial advisory...
by Kristin Beane | Dec 31, 2021 | FPANE News, Home Page Features
Your clients have enough chocolate. They don’t need pens. Happy Birthday cards end up in the trash. Your gift strategy should get you what you truly want: grateful clients and more referrals. G&N Insurance implemented a gift-giving strategy in 2014 that helped...
by Kristin Beane | Dec 31, 2021 | FPANE News, Home Page Features
We at FPA of New England wish you a healthy and Happy New Year! New Year, new events, join us in 2022.
by Kristin Beane | Dec 31, 2021 | FPANE News, Home Page Features
January 31 @ 12 noon with Donna & Matt for Mortgage Mondays powered by Mortgage Network Inc. Please join us for a Mortgage Industry Update and an overview of Qualifying for a Mortgage in Today’s Environment with Matt McKeown of Mortgage Network. The FHFA (Federal...
by Kristin Beane | Dec 31, 2021 | Consumer News, FPANE News, Home Page Features
In this episode, Vanessa Oligino joins us from Absolute Engagement. Vanessa shares with our listeners some practice management and communication tips to start the year off strong and how she and her team help advisory firms design and implement a meaningful voice in...
