FinPoint™

Latest Episodes:

Season 3 Ep 4: How Digital Marketing Can Help Advisors Attract Planning Clients Feb 11, 2024

Show notes

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

Show notes

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 7: The Evolving Investor Landscape Aug 23, 2021

Show notes

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 6: Planning Across the Family Tree Jul 30, 2021

Show notes

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 5: Incorporating Philanthropy into Planning Jul 09, 2021

Show notes

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

Show notes

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 2: Financial Planning Post-2020 May 05, 2021

Show notes

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

Show notes

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

Show notes

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

Show notes

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.

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