Wicked Pissah Podcast

Nicole Wallace and Christopher Jensen – Franklin Templeton Investments Host Michael Connaughton is joined by Nicole Wallace and Christopher Jensen of Franklin Templeton Investments. Nicole is Vice President and Private Wealth Director covering the New England States for Franklin Templeton Investments. Christopher Jensen is the Director of Digital Asset Research for Franklin Templeton. With over 15 years of technology investing experience spanning venture capital, private equity, and private credit, Christopher’s focus is on developing and leading the fundamental research efforts for Franklin’s Listed Token strategies. Prior to joining Franklin Templeton in 2015, Christopher was a principal with SLR Capital Partners, an alternative asset manager in NYC focused on cash flow and asset-based lending as well as specialty finance. He holds a Bachelor of Arts in philosophy from Princeton University, an MBA from the Yale School of Management, and a Certificate in Data Science from Stanford University. They discuss: -Franklin Templeton’s resources -The Cryptocurrency landscape -Digital asset product offerings -How advisors can incorporate Alternatives into their strategy More on Franklin Templeton https://www.franklintempleton.com/ [https://www.franklintempleton.com/] Contact Nicole: https://www.linkedin.com/in/nicole-wallace-mba-80147aab/Nicole.Wallace@franklintempleton.com [https://www.linkedin.com/in/nicole-wallace-mba-80147aab/Nicole.Wallace@franklintempleton.com]

Jack Heintzelman – FPA National Board of Directors Hosts Brad Wright and Kathleen Kenealy are joined by Jack Heintzelman. Jack is a financial planner with Boston Wealth Strategies, where he has been since 2018. Jack has been serving on the FPA NexGen National Leadership Committee, for the past two years, and has just been elected to the FPA National Board of Directors for a three-year term, beginning in 2025. Jack has his B.A. in Finance from Saint Anselm College, where he was also captain of the varsity soccer team. They discuss: - Things a NexGen advisor should value when looking to join a firm -What the FPA NexGen National Leadership Committee is, and what they do -The agenda for the FPA National Board of Directors More on Jack: https://www.linkedin.com/in/jackheintzelman/ [https://www.linkedin.com/in/jackheintzelman/]

Crystal Lee Butler- Crystal Marketing Solutions. Host Michael Connaughton is joined by Crystal Lee Butler of Crystal Marketing Solutions. Crystal is founder of Crystal Marketing Solutions, LLC also known as CMS. CMS specializes in offering comprehensive marketing strategy and services for independent financial advisors. Crystal and CMS have been featured in Kitces.com, Investor’s Business Daily, and The Financial Planning Association to name a few for their work and thought leadership on advisor marketing. Crystal has over two decades of entrepreneurial and marketing experience. She founded CMS in 2011 and ever since has been seamlessly integrating digital and traditional marketing methods, empowering advisors to strengthen client and referral relationships while feeing up valuable time for strategic growth initiatives. They discuss: -Traditional and Digital Marketing Strategies -SEO -Client Events -Social Media and Branding Ideas More on CMS: https://crystalmarketingsolutions.com/ Contact Crystal: https://www.linkedin.com/in/crystallbutler/ crystal@crystalmarketingsolutions.com

Julie Casey - Definiti Hosts Brad Wright and Mike Connaughton are joined by Julie Casey of Definiti. Julie is Regional Sales Director - New England Territory, for Definiti, which is a national retirement services firm that helps workplace organizations with retirement plan expertise, actuarial consulting, pension outsourcing and recordkeeping. Definiti partners with financial advisors to provide third-party administration services on clients retirement plans. Julie has 25 years of experience helping financial advisors create new retirement plans, win existing retirement plans, and clean up messy situations. They discuss:  What a Third-Party Administrator (TPA) is and when they’re needed  How advisors can begin working with retirement plans  The process for correcting plan errors  SECURE 2.0 More on Definiti: https://definiti.com/ [https://definiti.com/] Contact Julie: https://www.linkedin.com/in/julie-casey-mba/ [https://www.linkedin.com/in/julie-casey-mba/] julie.casey@definiti.com

In this episode our guest is Donna McKeown of Movement Mortgage. The discussion starts by considering the recent change in the Fed Funds Rate and what impact it has had on the current interest rate environment.  We discuss what moves Mortgage rates. Donna shared the benefit is the Pre-Approval process along with some personal anecdotes.  She also shared some best practices for advisors to consider, and how she works with financial planners.  Finally, Donna shared some thoughts around things to consider with the new National Association of Realtors compensation changes.    Movement Mortgage [https://www.movement.com/] Donna B. McKeown Senior Loan Officer | NMLS 20377 781-775-7172 [tel:17817757172] donna.mckeown@movement.com [donna.mckeown@movement.com] mortgagesbydonna.com [http://www.mortgagesbydonna.com/]   http://linkedin.com/in/donna-b-mckeown-b0248233 [http://linkedin.com/in/donna-b-mckeown-b0248233]   http://linkedin.com/in/michael-p-connaughton-cfp [http://linkedin.com/in/michael-p-connaughton-cfp]®-clu®-chfc®-5601535   http://linkedin.com/in/j-christopher-boyd-b932169 [http://linkedin.com/in/j-christopher-boyd-b932169]