Smarter Planner Podcast

Smarter Planner Podcast

Por: Financial Planning Association National Capital Area Chapter
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
66 episodios disponibles

Latest episodes of the podcast Smarter Planner Podcast

From Policy to Plan: Rethinking Long-Term Care for Every Client — Mike Padawer [Founder] 05/11/2025
Trust First, Sell Later: How to Redefine Prospect Meetings - Ari Galper [Founder] 22/10/2025
Advising Immigrants: Culture, Compliance, and Cross-Border Complexity - Jane Mepham, CFP® [Founder & International Advisor] 08/10/2025
CE Credit Episode: AI & the Future of Financial Advice 23/09/2025
Tax Changes in the One Big Beautiful Bill Act: What's Known and What's Not - David Peters [CFP & CPA] 13/08/2025
How to Use Market Cycles to Manage Portfolio Risk - Vincent Randazzo, CMT, [Founder] 30/07/2025
Fake Fees & Phantom Advisors: What 5500s Reveal - Paul Sippil [CPA & Forensic 401(k) Consultant 16/07/2025
Why Clients Don't Change—And What You Can Do About It - Dr. Christina Lynn [Financial Behavioral Strategist] 18/06/2025
Sales Without the Sleaze: Aligning Values With Revenue - Tim Maurer [CFP & Chief Advisory Officer] 04/06/2025
Policy Chaos, Human Flaws, and Your Portfolio: The Case for Active Management - Matt Gelfand, PhD [Global Investment Strategist] 07/05/2025
From RSVP to ROI: Hosting High-Impact Client Events- Dr. Mary Carlson [Founder & Financial Behavioral Researcher] 24/04/2025
The Hidden Impact of Day Traders & Overnight Drift - Victor Hagani [Founder & Researcher] 10/04/2025
The IRS Shake-Up: Tax Law Changes & Updates – David Peters [CFP & CPA] 20/03/2025
How to Land Ultra-Wealthy Clients (From Someone Who's Done It!) - Erin Botsford [Founder] 05/03/2025
Understanding Hacks: How Zero Trust Enhances Cyber Protection - Jeremiah Baker (Cybersercurity Expert) 19/02/2025
Why Planners Should Treat Health as an Asset - Stevyn Guinnip [Founder] 05/02/2025
From Surrender to Sale: The Game-Changing Approach to Life Insurance - Scott Sanders [Founder] 22/01/2025
Smarter Planner Symposium 2025 *Discount Code Available* 08/01/2025
Tapping Hidden Wealth: AI that Uncovers Outside Assets - Jeannette Kuda [COO] 04/12/2024
The Fiduciary Revolution in Life Insurance: A New Era – Steven Zeiger [Speaker, Managing Director] 20/11/2024
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