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Jan 5, 2023

“Financial Professional” isn’t your first choice of career path? It wasn't Abby’s either, and now she is a leading female advisor.

In this episode of Tips from the Top, Joe introduces longtime friend Abigail (Abby) Spaulding. Abby is president & co-founder Continuum Planning Partners.

Abby discusses how the...


Oct 27, 2022

Turns out, most business owners don’t know the value of their business. Do you? Joe Mallee explains that good planning for growth & transition cannot be done without first, knowing the value of your business.  

In this episode of Tips from the Top, Joe introduces longtime friend Mike Carter: Founder & CEO...


Aug 25, 2022

Will technology replace human beings? Can humans deliver Amazon-like service? Charles Svirk and Joe Mallee discuss why it’s vital that our advisors are backed by trusted technology. 
 
Chuck Svirk is a natural-born entrepreneur, based out of Boston. He is currently an investor at MassMutual Ventures, partnering with...


Blog Post: How Busy Financial Professionals Can Manage Their Pipeline

May 20, 2022

Our firm has a wide variety of experience levels – ranging from fresh college graduates and industry veterans. We have seen it all when it comes to techniques for pipeline management. Some financial professionals use yellow legal pads, others are excel wizards, and others fully immersed themselves in a CRM system....


May 5, 2022

In this episode, our interviewer, Joe Mallee, gets interviewed! Joe sits on the other side of the mic as PJ Shevlin, Managing Partner of The Tenth Dot discusses how his upbring molded his values in his personally and professionally and how he naturally gravitated towards leadership with the help of great mentors along...