Monthly Archives: December 2021

Episode 53 – Helping People Rise Above the Noise – With Amelia Garland and Courtney McQuade

Financial, Investing, MarketCounsel Summit, Permission To Succeed, , , , , , , , ,

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Today we are joined by Amelia Garland, head of Professional Buyer Sales, and Courtney McQuade, head of Audience Development and Citywire Studios, both from Citywire RIA, a Citywire publication in which all news, views and analysis is aimed at those individuals who decide their firms’ investment proposition and manage client portfolios. 

In this episode of Permission to Succeed, guest host Matt Halloran talks with Amelia and Courtney about how they got their starts, how they ended up in financial services, and how Citywire’s passion for personalized stories, good journalism and good social media helps their messages “rise above the noise.”

Recorded at the MarketCounsel Summit

Resources: Citywide USA | FP Transitions

Episode 52 – Building a Business Based on Trust – With Joseph R. Biondo

Financial, Investing, Permission To Succeed, , , , , , , ,

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Joseph R. Biondo is the founder & senior portfolio manager of Biondo Investment Advisors, a boutique wealth management firm offering comprehensive financial services and personalized advice to individuals and businesses to help them achieve financial well-being and live their most inspired life. 

In this episode of Permission to Succeed, Doug & Joe discuss his professional path, and how his commitment to doing what’s right and taking a longer, more holistic view of clients led him to going independent.

Resources: Biondo Investment Advisors