by Kristin Beane | Jan 15, 2024 | FPANE News
Understanding Client Perspectives: Long Term Care Versta Research, a third-party research firm, was commissioned by Lincoln Financial Group to design and conduct two surveys, one among producing financial professionals and one among consumers. The goal was to explore...
by Kristin Beane | Jan 13, 2024 | FPANE News, Home Page Features
The start of a new year brings new goals and opportunities. To help jump start your year, MassCPAs invites you to Sip & Socialize at Central Wharf in Boston with fellow CPAs, lawyers and financial professionals who can help take your career to the next level....
by Kristin Beane | Jan 5, 2024 | Consumer News, FPANE News, Home Page Features
As a financial advisor, would you sell your business if you found out it might be worth nearly twice what you thought? That might be true. In this episode, host Brad Wright is joined by guest, Scott DiGiammarino of JPTD Partners, and WPP co-host, Chris Boyd, who is...
by Kristin Beane | Jan 4, 2024 | Consumer News, FPANE News, Home Page Features
Jeff and Kathleen are joined by 2024 FPA National President Claudia Kane of Beacon Wealth Strategies. We’ll hear about her journey overcoming personal struggles early in life to build a financial advisory practice from wirehouse to independent broker-dealer and...
by Kristin Beane | Jan 1, 2024 | FPANE News, Home Page Features
Join us for Membership 101 on January 11th at noon. Membership Director Karen Van Voorhis will give an overview of the wide-ranging benefits available to you as a member. Whether you are new to FPA or a seasoned member, this webinar is for you! Register...
by Kristin Beane | Dec 28, 2023 | Consumer News, FPANE News, Home Page Features
Collaborating with a Daily Money Manager to Enhance Client Relationships We all have clients that don’t always know where their money goes each month, who struggle to find important documents when they need them, who hate opening their mail and paying their bills, and...