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Smarter Planner Podcast
Financial Planning Association National Capital Area Chapter
65 episodes
2 days ago
Educating Financial Advisors on the things they should know (but don't). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association's National Capital Area chapter (FPA NCA) and will include the latest updates and announcements from the chapter. Find out more at: www.FPANCA.org
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Investing
Education,
Business,
Self-Improvement
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All content for Smarter Planner Podcast is the property of Financial Planning Association National Capital Area Chapter and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Educating Financial Advisors on the things they should know (but don't). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association's National Capital Area chapter (FPA NCA) and will include the latest updates and announcements from the chapter. Find out more at: www.FPANCA.org
Show more...
Investing
Education,
Business,
Self-Improvement
Episodes (20/65)
Smarter Planner Podcast
Trust First, Sell Later: How to Redefine Prospect Meetings - Ari Galper [Founder]
1 week ago
25 minutes 6 seconds

Smarter Planner Podcast
Advising Immigrants: Culture, Compliance, and Cross-Border Complexity - Jane Mepham, CFP® [Founder & International Advisor]
3 weeks ago
27 minutes 15 seconds

Smarter Planner Podcast
CE Credit Episode: AI & the Future of Financial Advice
1 month ago
1 hour 10 minutes 12 seconds

Smarter Planner Podcast
Tax Changes in the One Big Beautiful Bill Act: What's Known and What's Not - David Peters [CFP & CPA]
2 months ago
19 minutes 6 seconds

Smarter Planner Podcast
How to Use Market Cycles to Manage Portfolio Risk - Vincent Randazzo, CMT, [Founder]
3 months ago
19 minutes 47 seconds

Smarter Planner Podcast
Fake Fees & Phantom Advisors: What 5500s Reveal - Paul Sippil [CPA & Forensic 401(k) Consultant
3 months ago
28 minutes 26 seconds

Smarter Planner Podcast
Why Clients Don't Change—And What You Can Do About It - Dr. Christina Lynn [Financial Behavioral Strategist]
4 months ago
21 minutes

Smarter Planner Podcast
Sales Without the Sleaze: Aligning Values With Revenue - Tim Maurer [CFP & Chief Advisory Officer]
5 months ago
22 minutes 32 seconds

Smarter Planner Podcast
Policy Chaos, Human Flaws, and Your Portfolio: The Case for Active Management - Matt Gelfand, PhD [Global Investment Strategist]
5 months ago
32 minutes 54 seconds

Smarter Planner Podcast
From RSVP to ROI: Hosting High-Impact Client Events- Dr. Mary Carlson [Founder & Financial Behavioral Researcher]
6 months ago
31 minutes 49 seconds

Smarter Planner Podcast
The Hidden Impact of Day Traders & Overnight Drift - Victor Hagani [Founder & Researcher]
6 months ago
33 minutes 53 seconds

Smarter Planner Podcast
The IRS Shake-Up: Tax Law Changes & Updates – David Peters [CFP & CPA]
7 months ago
26 minutes 39 seconds

Smarter Planner Podcast
How to Land Ultra-Wealthy Clients (From Someone Who's Done It!) - Erin Botsford [Founder]
8 months ago
29 minutes 41 seconds

Smarter Planner Podcast
Understanding Hacks: How Zero Trust Enhances Cyber Protection - Jeremiah Baker (Cybersercurity Expert)
8 months ago
30 minutes 33 seconds

Smarter Planner Podcast
Why Planners Should Treat Health as an Asset - Stevyn Guinnip [Founder]
9 months ago
25 minutes 39 seconds

Smarter Planner Podcast
From Surrender to Sale: The Game-Changing Approach to Life Insurance - Scott Sanders [Founder]
9 months ago
31 minutes 46 seconds

Smarter Planner Podcast
Smarter Planner Symposium 2025 *Discount Code Available*
9 months ago
20 minutes 8 seconds

Smarter Planner Podcast
Tapping Hidden Wealth: AI that Uncovers Outside Assets - Jeannette Kuda [COO]
11 months ago
21 minutes 21 seconds

Smarter Planner Podcast
The Fiduciary Revolution in Life Insurance: A New Era – Steven Zeiger [Speaker, Managing Director]
11 months ago
34 minutes 20 seconds

Smarter Planner Podcast
Identifying Climate Risk: Preparing Clients for a Changing World – Dan Carreno [Founder]
1 year ago
24 minutes 59 seconds

Smarter Planner Podcast
Educating Financial Advisors on the things they should know (but don't). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association's National Capital Area chapter (FPA NCA) and will include the latest updates and announcements from the chapter. Find out more at: www.FPANCA.org