FSPtalks
By FSPgo
FSPtalks brings together influential leaders across the financial services industry for enlightening conversations on leadership.
FSPtalksJan 29, 2021
FSPtalks with Rick Hellberg, President & CEO of PeterAlexander Financial Services
Rick Hellberg, CLU, ChFC, CFP, President & CEO of PeterAlexander Financial Services, joins hosts Herb Cohen and David Maola to talk about how he learned that he does not need to be perfect all the time and how that has impacted his career.
FSPtalks with Jack Dempsey, General Partner at Dempsey Weiss & Associates
Jack Dempsey, CLU, ChFC, MA, General Partner at Dempsey Weiss & Associates, joins hosts Herb Cohen and David Maola to talk about how playing catcher in youth baseball parallels his role as "field general" at Dempsey Weiss.
FSPtalks to Lawrence Adamo, President of Lawrence Adamo Insurance Services
Lawrence Adamo, CLU, ChFC, REBC, CLTC, CFS, President of Lawrence Adamo Insurance Services, joins host Herb Cohen to discuss how the discipline he learned as a drummer translates into his practice and provides for his clients in a positive way.
FSPtalks with Frank Spezzano, President of IRUS Advisory Corporation
Frank Spezzano, CLU, ChFC, MSFS, AEP, President of IRUS Advisory Corporation, joins hosts Herb Cohen and David Maola to discuss the imaginative, witty musicians he grew up around helps him identify with his entrepreneurial clients, allowing him to make sense of their wealth.
FSPtalks with Daniel White, President at Daniel A. White & Associates
Daniel White, CLU, ChFC, RICP, President at Daniel A. White & Associates, joins hosts Herb Cohen and David Maola to discuss how his competitive spirit benefits his clients and how working "half days", aka 12 hours, shows clients that they will always be there for them.
FSPtalks with Michael Kirsh, Senior Advisor at Kirsh Financial (3.10)
Michael Kirsh, CFP, CLU, Senior Advisor at Kirsh Financial , joins hosts Herb Cohen and David Maola to discuss how he brings the "old school" ethics he learned from his father to work every day.
FSPtalks with Bentley Heese, Retirement Income Consultant at Ash Brokerage (3.9)
Bentley Heese, RICP, Retirement Income Consultant at Ash Brokerage, joins host Herb Cohen to discuss how the dedication and practice he put into his years playing alto saxophone prepared him for his career.
FSPtalks with Evan Fabricant, Financial Advisor at Legacy Partners (3.8)
Evan Fabricant, CLU, ChFC, RICP at Financial Advisor at Legacy Partners joins host Herb Cohen to discuss using how coaches and mentors, including his father, have impacted his personal and professional life.
FSPtalks with Robert Flood, Principal at LC Advisor (3.7)
Robert Flood, CLU, ChFC, MSFS, Principal at LC Advisor, joins hosts Herb Cohen and David Maola to discuss how the confidence he gained during childhood helps him in working with clients to manage their risk in retirement.
FSPtalks with Tim Hamilton, Senior Vice President at Atlas Private Wealth Management (3.6)
Tim Hamilton, CFP, CIMA, CSLP, Senior Vice President at Atlas Private Wealth Management, joins hosts Herb Cohen and David Maola to discuss how youth sports, particularly football, helped him gain footing in his career by teaching him work ethic and how to connect with people.
FSPtalks with Nathan Browning, Founder of Comprehensive Executive Financial Planning Group (3.5)
Nathan Browning, CFP, founder of Comprehensive Executive Financial Planning Group, joins hosts Herb Cohen and David Maola to discuss how his family's circumstances in the third grade led to a career in financial planning.
FSPtalks with Evan Fabricant, Financial Advisor at Legacy Partners (3.4)
Evan Fabricant, CLU, ChFC, RICP at Financial Advisor at Legacy Partners joins host Herb Cohen to discuss using technology to customize communication with his retirement planning clients.
FSPtalks with Rick Helbing, Financial Life Advisor at Suncoast Advisory Group (3.3)
Rick Helbing, ChFC, CFP, Financial Life Advisor at Suncoast Advisory Group, joins host Herb Cohen to discuss his firm's innovative financial and practice planning services for physicians and dentists..
FSPtalks with Joe Elsasser, CFP, Founder and President of Covisum (2.5)
Joe Elsasser, CFP, Founder and President of Covisum, joins host David Maola to discuss leadership, risk taking, the future of financial services, and the impact of technology on the industry.
FSPtalks with Doug Wier, President of Bettendorf Financial Group (3.2)
Doug Wier, CLU, ChFC, President of Bettendorf Financial Group, joins host Herb Cohen to discuss how his childhood habits benefit his current clients and how Covid-19 has impacted his business.
FSPtalks with Mike McGlothlin, Executive Vice President of Retirement at Ash Brokerage (3.1)
Mike McGlothlin, Executive Vice President of Retirement at Ash Brokerage, discusses the benefits of using a broker general agent for advisors and clients."
FSPtalks with Lee Bethel, President of Comprehensive Benefit Services (2.4)
Lee V. Bethel, CLU, ChfC, REBC, RHU, CAP, AIF, President of Comprehensive Benefit Services, Inc., joins host David Maola to discuss leadership and diversity within the financial services industry.
FSPtalks with Steve Parrish, Co-Director of the New York Life Center for Retirement Income at the American College of Financial Services (2.3)
Steve Parrish, JD, RICP, CLU, ChFC, RHU, AEP, Co-Director of the New York Life Center for Retirement Income and adjunct professor at the American College of Financial Services, joins host David Maola to discuss leadership, organizational mission and values, and career paths.
FSPtalks with Jim Aussem, shareholder at Cavitch Familo & Durkin (2.2)
Jim Aussem, JD, AEP, a shareholder at Cavitch Familo & Durkin, joins host David Maola to discuss leadership, motivating employees, and the future of business.
FSPtalks with Sheryl Hickerson, CEO of Females and Finance (2.1)
Sheryl Hickerson, the CEO of Females and Finance, joins host David Maola to discuss leadership, being a woman in a male dominated industry, and the skills necessary to be an effective leader.
Bill Cates Interview - Turning Referrals into Introductions
Bill Cates discusses the importance of a great introduction.
Bill Cates Interview - Creating Productive Referral Relationships
Bill Cates differentiates between a referral alliance, strategic alliance and center of influence.
Bill Cates Interview - Getting Referred Up
Bill Cates gives tips on how to multiply your best clients.
Bit by Bit - Episode 6: Final Thoughts on Cryptocurrency and Planning for Digital Assets
Robert Kirkland shares his advice for fiduciaries and his final thoughts.
Bit by Bit - Episode 5: Gift and Estate Tax Consequences of Cryptocurrency
Robert Kirkland discusses:
- Estate and gift tax consequences;
- Valuation and fair market value;
- What the future holds for cryptocurrency;
- Advice for fiduciaries
Bill Cates - Introductions
Referral coach Bill Cates answers why advisors don't ask for introductions.
Bill Cates - Creating Advocates
Bill Cates. Creating advocates
Bill Cates - Becoming Referable
Bill Cates . Becoming referrable
Bit by Bit - Episode 4: Tax Aspects of Cryptocurrency
Robert Kirkland discusses how transactions are treated for income tax purposes.
Bit by Bit - Episode 3: The Planning/Fiduciary Administration of Cryptocurrency
Robert Kirkland discusses how cryptocurrency can be used for goods, services and investments; the importance of documentation and management and real-life 'horror' stories from lack of planning .
Bit by Bit - Episode 2: Private Key Ownership of Cryptocurrency
Robert Kirkland continues his discussion of cryptocurrency with private key ownership.
Bit by Bit: What is Cryptocurrency?
Robert Kirkland describes when and by whom cryptocurrency was created.