Matricardi Minute

Process for Creating Financial Plans

 Matricardi Minute   March 21, 2023

Matricardi Minute features a series of video briefs in which, Rob Matricardi, CFP®, ChFC®, Head of Financial Planning, shares educational tips around financial planning and answers common questions about our firm's paraplanning services. In this video, Rob discusses the process for creating financial plans.


Getting Started

 Matricardi Minute   March 7, 2023

Matricardi Minute features a series of video briefs in which, Rob Matricardi, CFP®, ChFC®, Head of Financial Planning, shares educational tips around financial planning and answers common questions about our firm's paraplanning services. In this video, learn about how financial advisors can bring value to their clients, practice, and program.


4 Ways People Look at Money

 Matricardi Minute   February 21, 2023

Matricardi Minute features a series of video briefs in which, Rob Matricardi, CFP®, ChFC®, Head of Financial Planning, shares educational tips around financial planning and answers common questions about our firm's paraplanning services. In this video, Rob unpacks the 4 different ways people view money.


What is Your Fee Structure?

 Matricardi Minute   February 7, 2023

Matricardi Minute features a series of video briefs in which, Rob Matricardi, CFP®, ChFC®, Head of Financial Planning, shares educational tips around financial planning and answers common questions about our firm's paraplanning services. In this video, Rob discusses advisor fee structures.


How Do You Work with Financial Advisors?

 Matricardi Minute   January 24, 2023

Matricardi Minute features a series of video briefs in which, Rob Matricardi, CFP®, ChFC®, Head of Financial Planning, shares educational tips around financial planning and answers common questions about our firm's paraplanning services. In this video, Rob dives into how he works with financial advisors.


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