FinPoint™

Meet FinPoint Jan 07, 2019

Our latest podcast series explores the "advice value stack," and how you and your clients can benefit from it. Meet our host and hear clips from our guests as we dig into today's opportunities in the wealth management industry.

Episode 1: Establishing the new advice value stack Jan 07, 2019

Eric Almquist from Bain & Company and Fidelity's Sanjiv Mirchandani discuss the Elements of Value, the "advice value stack", and what they consider are the best ways for firms to move up the stack to help attract and retain more clients.

Episode 2: Managing the money Jan 07, 2019

Fidelity's Matt Goulet and Paul Ma join Gregory Pinto of Baystate Financial to discuss Managing the money. Hear about investment outsourcing, portfolio construction, and other ways to increase value for your clients.

Episode 3: Achieving goals Jan 07, 2019

eMoney's Matt Schulte and Fairhaven Wealth Management's Marc Horner offer insights into Achieving goals. Hear about goals-based planning and how certain tools can help make the experience simple, scalable, and repeatable.

Episode 4: Peace of Mind Mar 05, 2019

Barnaby Riedel of Riedel Strategy and United Capital's Rosemary Caligiuri discuss this emotional level of our value stack and how advisors can help their clients achieve the peace of mind to live as they wish without worrying about money.

Episode 5: Fulfillment Mar 12, 2019

Ellen Goodman, Pulitzer-prize winning columnist and Abbey Henderson of Abaris Financial Group explore ways advisors can create unique plans to help ensure clients leave the legacy they want behind.

Season 2 Episode 1: Introducing the Growth Engines Jul 01, 2020

Head of Fidelity Institutional, Mike Durbin, joins Marc Squires to offer insight on how growth engines can work simultaneously as a catalyst for expanding business and delivering value to customers.

Season 2 Episode 2: Sustainability Quotient Jul 23, 2020

Marc Squires is joined by Fidelity's Charlie Phelan and guests Matt Chisolm, Commonwealth Financial Network, and Patrick Goshtigian, EP Wealth Advisors, to discuss sustainability quotient (SQ) and how their firms have showcased resiliency.

Season 2 Episode 3: Exploring Digital Quotient Aug 11, 2020

Marc Squires talks with Fidelity's Tricia Haskins and Gina Bradley from The Colony Group to explore digital quotient (DQ) and using technology to improve productivity, introduce revenue streams, and create a better customer experience.

Season 2 Episode 4: Intelligence Quotient Sep 01, 2020

Marc Squires talks with Fidelity's Anand Sekhar and John Poulton from Brown Advisory explore intelligence quotient (IQ) and the shift to a focus on giving clients information, expertise, and solutions they need in a new way.

Season 2 Episode 5: Emotional Quotient (EQ) Sep 28, 2020

Marc Squires is joined by Fidelity's Nicole Connolly and guests Mordechai Fishman, JSF Financial, and Jay Lipman, Ethic, to discuss the emotional quotient (EQ) and how firms can help investors align their values with their financial lives.

Season 2 Ep 6: How the Growth Engines Can Work Together Oct 19, 2020

Marc Squires is joined again by Mike Durbin, head of Fidelity Institutional, to look back at the insights shared this season and discuss how growth engines work together to help advisors move their business forward.

Season 3 Ep 1: The 'New Normal' in the Wealth Management Industry May 05, 2021

Planning looks different today: virtual experiences, increased volatility and insecurity, and acceleration of life events. Host Marc Squires is joined by Sanjiv Mirchandani and Seth Streeter to discuss how the past year has changed our industry.

Season 3 Ep 2: Financial Planning Post-2020 May 05, 2021

Financial advice looks different today:virtual experiences, increased volatility and insecurity, and acceleration of life events have all had an impact. Host Marc Squires is joined by Sanjiv Mirchandani and Seth Streeter to discuss how the past year.

Season 3 Ep 3: Life Events as a Catalyst for Planning May 05, 2021

Marc Squires is joined by Fidelity's Richard Cresta and Creative Planning's Peter Mallouk to talk about how advisors can manage client emotions and gain more confidence when planning around -- and for -- life events.

Season 3 Ep 4: How Digital Marketing Can Help Advisors Attract Planning Clients Mar 24, 2023

Guests Jon Jones of Brighton Jones and Fidelity's Gwendaline Mazzara join host Marc Squires to discuss how engaging in thoughtful digital marketing and active client segmentation may provide opportunities to attract more planning clients.

Season 3 Ep 5: Incorporating Philanthropy into Planning Jul 09, 2021

Guests Sharon Appelman of Neuberger Berman and Fidelity's Margot Navins join host Marc Squires to discuss how to integrate charitable giving into planning conversations.

Season 3 Ep 6: Planning Across the Family Tree Jul 30, 2021

Including family in the planning process is critical to client satisfaction. Host Marc Squires is joined by Fidelity's Tobias Donath and Kelly Maregni of Pathstone to discuss family harmony through the path of money, wealth, and estate planning.

Season 3 Ep 7: The Evolving Investor Landscape Aug 23, 2021

Fidelity's Amanda Scipione and Jamila Ramnanan of Blucora join guest host Anand Sekhar for an open discussion about today's evolving investor landscape, and how diversity is impacting the way advisors approach wealth management and financial planning.

Season 3 Ep 8: Incorporating Digital Assets into Planning Conversations Oct 04, 2021

Marc Squires is joined by Fidelity's Chris Baker and Hansen Ringer from Sepio Capital to help demystify investor conversations around Bitcoin and other digital assets.

Season 3 Ep 9: Driving Client Behavior Oct 26, 2021

Marc Squires is joined by eMoney's Chad Porche and Peter Gale from Prudential to discuss how advisors can help encourage behavior changes with investors.

Season 3 Ep 10: Approaches to Accelerate Planning Productivity Nov 15, 2021

Host Marc Squires is joined by Fidelity's Amanda Robinson and Advisor Group's Micah Wei for a discussion about how advisors can implement outsourcing to help them increase productivity, deepen client relationships, and deliver more value.

Season 3 Ep 11: The Future of Financial Planning Dec 10, 2021

In our season finale Marc Squires is joined by Fidelity's Megan Kelley and Stephen Langlois of Kestra Financial. They discuss how our industry has accelerated in last couple of years and their views on what may be on the horizon.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected