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FinPoint™

by Fidelity Institutional

Fidelity's latest podcast series explores the new thinking on today's shifting wealth management industry.

Episodes

Season 3 Ep 11: The Future of Financial Planning

38m · Published 10 Dec 05:00

In our season finale Marc Squires is joined by Fidelity's Megan Kelley and Stephen Langlois of Kestra Financial. They discuss how our industry has accelerated in last couple of years and their views on what may be on the horizon.

Season 3 Ep 10: Approaches to Accelerate Planning Productivity

21m · Published 15 Nov 05:00

Host Marc Squires is joined by Fidelity's Amanda Robinson and Advisor Group's Micah Wei for a discussion about how advisors can implement outsourcing to help them increase productivity, deepen client relationships, and deliver more value.

Season 3 Ep 9: Driving Client Behavior

19m · Published 26 Oct 05:00

Marc Squires is joined by eMoney's Chad Porche and Peter Gale from Prudential to discuss how advisors can help encourage behavior changes with investors.

Season 3 Ep 8: Incorporating Digital Assets into Planning Conversations

24m · Published 04 Oct 05:00

Marc Squires is joined by Fidelity's Chris Baker and Hansen Ringer from Sepio Capital to help demystify investor conversations around Bitcoin and other digital assets.

Season 3 Ep 7: The Evolving Investor Landscape

22m · Published 23 Aug 05:00

Fidelity's Amanda Scipione and Jamila Ramnanan of Blucora join guest host Anand Sekhar for an open discussion about today's evolving investor landscape, and how diversity is impacting the way advisors approach wealth management and financial planning.

Season 3 Ep 6: Planning Across the Family Tree

20m · Published 30 Jul 05:00

Including family in the planning process is critical to client satisfaction. Host Marc Squires is joined by Fidelity's Tobias Donath and Kelly Maregni of Pathstone to discuss family harmony through the path of money, wealth, and estate planning.

Season 3 Ep 5: Incorporating Philanthropy into Planning

24m · Published 09 Jul 05:00

Guests Sharon Appelman of Neuberger Berman and Fidelity's Margot Navins join host Marc Squires to discuss how to integrate charitable giving into planning conversations.

Season 3 Ep 4: How Digital Marketing Can Help Advisors Attract Planning Clients

22m · Published 22 Jun 06:00

Guests Jon Jones of Brighton Jones and Fidelity's Gwendaline Mazzara join host Marc Squires to discuss how engaging in thoughtful digital marketing and active client segmentation may provide opportunities to attract more planning clients.

Season 3 Ep 3: Life Events as a Catalyst for Planning

22m · Published 05 May 05:00

Marc Squires is joined by Fidelity's Richard Cresta and Creative Planning's Peter Mallouk to talk about how advisors can manage client emotions and gain more confidence when planning around -- and for -- life events.

Season 3 Ep 2: Financial Planning Post-2020

18m · Published 05 May 05:00

Financial advice looks different today:virtual experiences, increased volatility and insecurity, and acceleration of life events have all had an impact. Host Marc Squires is joined by Sanjiv Mirchandani and Seth Streeter to discuss how the past year.

FinPoint™ has 23 episodes in total of non- explicit content. Total playtime is 8:41:01. The language of the podcast is English. This podcast has been added on August 25th 2022. It might contain more episodes than the ones shown here. It was last updated on January 30th, 2024 21:25.