FinPoint™ Podcast
1) Episode 5: Fulfillment
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.
2) Episode 4: Peace of Mind
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 t...Show More
3) Episode 3: Achieving goals
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, scal...Show More
4) Episode 2: Managing the money
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 f...Show More
5) Episode 1: Establishing the new advice value stack
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 ...Show More
6) Meet FinPoint
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 ...Show More