Skip to content
PodParley
FSPtalks podcast artwork

PODCAST · business

FSPtalks

by FSPgo

FSPgo is a unique source of content for financial professionals across all disciplines. It’s the only site where advisors can experience a holistic approach to addressing their needs, both technical and practical. FSPgo brings you top-tier original content created by FSP along with curated content from our goPartners, all recognized authorities in their respective disciplines.FSPtalks brings together influential leaders across the financial services industry for enlightening conversations on leadership.

Publisher-supplied feed metadata · PodParley refreshed Jun 9, 2021 · Source feed

Subscribe · 0 Bookmark

Episodes

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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.

  7. 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.

  8. 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.

  9. 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.

  10. 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.

  11. 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.

  12. 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.

  13. 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..

  14. 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.

  15. 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.

  16. 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."

  17. 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.

  18. 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.

  19. 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.

  20. 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.

  21. Bill Cates Interview - Turning Referrals into Introductions

    Bill Cates discusses the importance of a great introduction.

  22. Bill Cates Interview - Creating Productive Referral Relationships

    Bill Cates differentiates between a referral alliance, strategic alliance and center of influence.

  23. Bill Cates Interview - Getting Referred Up

    Bill Cates gives tips on how to multiply your best clients.

  24. 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.

  25. 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

  26. Bill Cates - Introductions

    Referral coach Bill Cates answers why advisors don't ask for introductions.

  27. Bill Cates - Creating Advocates

    Bill Cates. Creating advocates

  28. Bill Cates - Becoming Referable

    Bill Cates . Becoming referrable

  29. Bit by Bit - Episode 4: Tax Aspects of Cryptocurrency

    Robert Kirkland discusses how transactions are treated for income tax purposes.

  30. 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 .

  31. Bit by Bit - Episode 2: Private Key Ownership of Cryptocurrency

    Robert Kirkland continues his discussion of cryptocurrency with private key ownership.

  32. Bit by Bit: What is Cryptocurrency?

    Robert Kirkland describes when and by whom cryptocurrency was created.

Type above to search every episode's transcript for a word or phrase. Matches are scoped to this podcast.

Searching…

We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.

No matches for "" in this podcast's transcripts.

Showing of matches

No topics indexed yet for this podcast.

Loading reviews...

ABOUT THIS SHOW

FSPgo is a unique source of content for financial professionals across all disciplines. It’s the only site where advisors can experience a holistic approach to addressing their needs, both technical and practical. FSPgo brings you top-tier original content created by FSP along with curated content from our goPartners, all recognized authorities in their respective disciplines.FSPtalks brings together influential leaders across the financial services industry for enlightening conversations on leadership.

HOSTED BY

FSPgo

CATEGORIES

business

Frequently Asked Questions

How many episodes does FSPtalks have?

FSPtalks currently has 32 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is FSPtalks about?

FSPgo is a unique source of content for financial professionals across all disciplines. It’s the only site where advisors can experience a holistic approach to addressing their needs, both technical and practical. FSPgo brings you top-tier original content created by FSP along with curated content...

How often does FSPtalks release new episodes?

FSPtalks has 32 episodes. Check the episode list to see recent publication dates and frequency.

Where can I listen to FSPtalks?

You can listen to FSPtalks on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.

Who hosts FSPtalks?

FSPtalks is created and hosted by FSPgo.
URL copied to clipboard!