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Mar 6, 2024

In this inspiring episode of "Tips From the Top," host Joe Mallee sits down with Jim Boyd, a seasoned financial advisor with a compelling personal and professional journey. Boyd shares his transition from a lackluster job in the power tools industry to a fulfilling career in financial services, starting with his...


Jan 10, 2024

In this enlightening episode of "Tips from the Top," host Joe Mallee engages with Amy, a distinguished financial advisor known for her unique approach to client selection and sophisticated financial planning. Amy delves into her criteria for choosing clients, emphasizing the importance of emotional and situational...


Dec 1, 2023

In this enlightening episode, Joe Mallee converses with financial expert Tom Henske about the crucial role of parents in shaping their children's financial understanding. Henske, author of "It Makes Total Cents: 12 Conversations to Change Your Child's Financial Future," delves into the importance of engaging,...


Apr 20, 2023

Tune in to this episode of Tips from the Top to hear Tom "Tommy" Schaff's remarkable story. Tommy is the founder of Major League Sales, with an impressive 30+ years’ experience working with financial professionals. 

Where are you today? Where to you want to be down the road? Tommy's services demonstrate incredible...


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...