TPA Today

Breaking Records and Beating Cancer: The Story of Derby Days

On this episode of TPA Today, Joey Belsanti sits down with Chris Figueroa and Matt Roy, members of Bryant University's Sigma Chi Fraternity, to talk about one of the biggest philanthropy events on campus — Derby Days. Last year, Bryant’s Sigma Chi chapter finished second in the country in money raised, bringing in over six figures for cancer research. This year, they’re looking to go even bigger. We break down what makes Derby Days such a success, the impact of their efforts, and how you can get involved. Don’t miss it.

The Keys to Success in Sales with Jeff King

In this episode of TPA Today, Joey Belsanti sits down with Jeff King, a seasoned wealth advisor at Twelve Points, to explore the secrets of achieving success in sales. With decades of experience, Jeff walks us through his career journey, sharing key lessons on what distinguishes top sales professionals from the rest. He discusses the power of truly listening to clients — understanding their values, goals, and needs — and how it leads to stronger relationships and long-term success in sales. Jeff also opens up about work-life balance, why some thrive in sales while others struggle, and how to develop a personal sales style. Whether you’re starting out or aiming to refine your skills, Jeff’s insights are invaluable.

From College to Investment Banking with TJ Galligan

In this episode of TPA Today, Joey Belsanti sits down with TJ Galligan, an analyst at the CenterCap Group and his former rugby teammate and captain at Bryant University, to discuss life as a young professional in investment banking. TJ shares his journey into the industry — how he landed his role, the key skills that set top analysts apart, and the realities of working in investment banking. He also dives into the challenges of relocating for work, managing finances as a young professional, and the career advice he wishes he had received earlier. Whether you’re a college student or young professional looking to break into finance, this episode is filled with insights and actionable takeaways to help you navigate the industry and set yourself up for success.

Breaking into Financial Services with Dave Clayman

Financial services is a competitive industry, and navigating the path to success can be challenging. In this episode of TPA Today, Joey Belsanti sits down with Dave Clayman, Co-Founder and CEO of Twelve Points Wealth Management, to break down what it takes to excel in the field. Dave shares his career journey — how he got started, the pivotal decisions that shaped his success, and what ultimately led him to launch Twelve Points. He also dives into how the industry has evolved, the most in-demand skills, and the biggest opportunities for young professionals today. Whether you're just starting out or looking to advance your career, this episode is packed with practical advice, industry insights, and expert guidance to help you stand out and succeed.

Mastering Credit Cards with Andrew McGill

Credit cards can be a powerful financial tool — but only if you know how to use them wisely. In this episode ofTPA Today, Joey Belsanti sits down with Andrew McGill, Wealth Advisor at Twelve Points Wealth Management, to break down everything you need to know about credit cards. We start with the basics: what a credit card actually is and how it works as a short-term loan. Then, we dive into why having a credit card is essential for building credit and managing your finances. Andrew explains the importance of credit scores, how they’re calculated, and why they matter for everything from borrowing money to renting an apartment. We also discuss responsible credit card use—what to buy, how to avoid common pitfalls, and how to build smart habits early on. Finally, we wrap up with expert tips on choosing the right credit card, comparing interest rates, rewards, and fees to find the best option for you. If you want to make the most of your credit card while avoiding costly mistakes, this episode has the insights you won’t want to miss!