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
67 episodios disponibles

Latest episodes of the podcast Smarter Planner Podcast

Mostrando página 2 de 4

The Fiduciary Revolution in Life Insurance: A New Era – Steven Zeiger [Speaker, Managing Director] 20/11/2024
Identifying Climate Risk: Preparing Clients for a Changing World – Dan Carreno [Founder] 30/10/2024
From Data to Decisions: AI's Role in Portfolio Management - Brooke Juniper [FinTech Leader &CEO] 16/10/2024
From Planner to Personal Brand: How to Make Your Mark - Derek Pollard, PdD [Founder & Writer] 02/10/2024
How to Build Trust More Quickly - Michael Clarke [Co-founder & Author] 18/09/2024
Beyond Politics: Integrating Social Justice Investing into Your Practice - Andrea Longton, CFA [Author] 04/09/2024
From "Got Milk?" to "It's Gotta Be a CFP®": The Strategy Behind CFP Board's Public Awareness Campaign – Kevin Keller [CEO, CFP Board] 21/08/2024
The Evolving Advisor: How Value-Centric Planning Is Changing the Game - Andy Baxley [Certified Financial Transitionist] 07/08/2024
The AI Edge: Augmenting Your Practice – Rachel Witkowski (Reporter) 24/07/2024
Beyond Advising: The Essential Role of Daily Money Managers - Christine Dolan [Founder & Daily Money Manager] 26/06/2024
The Only Marketing Left for Financial Advisors - Matt Halloran [Founder] 13/06/2024
Ep 34. Investing in Education: The Future of Wealth Management - Mike Alves [Founder] 22/05/2024
Ep. 33 Searching for Alpha: Strategies Amidst Market Overvaluation - David Marra [Founder & CIO] 15/05/2024
Ep 32. The Missing Billionaires - Victor Haghani [Founder & Author] 01/05/2024
Ep 31: Beyond the Greenwash: Using ESG as Core Investment Data - Liz Simmie [Founder]) 25/04/2024
Ep. 30 The Future Is Now: How Planners Are Using AI - Gabe Rissman [Founder] 20/03/2024
Ep 29. The Art of Letting Go: Expert Advice for Handling Clients That You Have Outgrown – Jennifer Gray [Advisor Therapist & Coach] 28/02/2024
Introducing: The Smarter Planner Symposium 2024 18/01/2024
Ep 28. Real Estate: The Forgotten Asset Class - Rich Arzaga [CFP & Real Estate Whisperer] 03/01/2024
Ep. 27 Hidden Gem Unveiled: A Little-Known Health Insurance Option for Entrepreneurs – Gary Cox [Insurance Specialist] 20/12/2023
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