Smarter Planner Podcast

Financial Planning Association National Capital Area Chapter
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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

  1. 1 DAY AGO

    The Fiduciary Revolution in Life Insurance: A New Era – Steven Zeiger [Speaker, Managing Director]

    In this episode, host Belle Osvath, CFP®, interviews Steven Zeiger, Managing Director at KB Financial, about the complexities of life insurance in the "fiduciary era." Steven discusses the importance of transparent and unbiased evaluation in life insurance, noting the need for more standardization and the potential for misleading information in traditional policy illustrations. He explains how research tools like those by Morningstar and Veralytic allow advisors to compare policies against industry benchmarks to accurately assess premiums, internal costs, and cash value projections. Steven highlights the value of independent, third-party research to avoid conflicts of interest and prioritize clients' best interests. He explains how data-driven insights and tools can identify hidden costs and potential policy failures often not apparent in standard illustrations. This information enables advisors to provide fiduciary-grade service, ensuring clients receive the best outcome for their financial goals. Steven also emphasizes the importance of research-based evaluation, encouraging planners to utilize these tools to enhance transparency and trust.   Video of Life Insurance Analysis:https://youtu.be/8GpzzMWHbuE   Ways to connect with Steven: Steven's Cell: 917-750-6201 Text: M - More questions, T - Trust & estate article I - Introduce me to someone, S - Speaking engagement LinkedIn: https://www.linkedin.com/in/stevenzeiger/ Website: https://www.kbfinancialcompanies.com/ --- The Smarter Planner podcast is produced by the Financial Planning Association National Capital Area Chapter (FPA NCA) for educational purposes. Phil Asta and FPA NCA do not endorse any of the individuals or services mentioned.

    34 min

  2. OCT 30

    Identifying Climate Risk: Preparing Clients for a Changing World – Dan Carreno [Founder]

    In this episode, host Belle Osvath, CFP®, speaks with Dan Carreno, cofounder of 0-Six Impact Partners and cohost of the Rewilding Wall Street podcast. They explore the critical intersection of climate change and financial planning, discussing how extreme weather events impact insurance costs and property values. Dan shares his personal experiences and emphasizes the importance of financial planners addressing these emerging risks and educating their clients.   Financial Planning in the Age of Climate Change paper: https://osixpartners.com/blog-4-1/financial-planning-in-the-age-of-climate-change U.S. Treasury paper: https://home.treasury.gov/system/files/136/Climate_Change_Household_Finances.pdf Dan's LinkedIn: https://www.linkedin.com/in/carreno-colorado/   --- The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area Chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and the FPA NCA do not endorse or recommend any people, products, or services featured or discussed in this podcast.

    25 min

  3. OCT 16

    From Data to Decisions: AI’s Role in Portfolio Management - Brooke Juniper [FinTech Leader &CEO]

    In this episode of the Smarter Planner podcast, host Belle Osvath, CFP®, talks with Brooke Juniper, CEO of Sage, about the evolving role of AI in the wealth advisory industry. Brooke shares insights on how AI has been part of portfolio management for over 20 years, starting with quantitative equity strategies and sentiment analysis from company earnings. With the advent of generative AI, Brooke explains how AI has unlocked new possibilities, allowing for more data processing, portfolio personalization, and qualitative research.   Brooke discusses the shift from deterministic algorithms to more nuanced AI solutions that can analyze client-specific factors, enhancing the advisor's decision-making process. She emphasizes the difference between general AI applications, like ChatGPT, and specialized AI platforms, like Sage, which are tailored specifically for financial advisors. By integrating into existing account management and portfolio platforms, Sage acts as a co-pilot, helping advisors provide more personalized and scalable portfolio management, making each client feel uniquely catered to.   If you want to learn more about AI's impact on wealth management or how it can enhance your practice, this episode is a must-listen.   You can reach Brooke on LinkedIn or visit her website at tifinsage.ai --- The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area Chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and the FPA NCA do not endorse or recommend any people, products, or services featured or discussed in this podcast.

    36 min

  4. OCT 2

    From Planner to Personal Brand: How to Make Your Mark - Derek Pollard, PdD [Founder & Writer]

    In this episode of the Smarter Planner podcast, host Belle Osvath, CFP®, interviews Derek Pollard, Ph.D., founder of Constellar Creative, about the importance of personal branding for financial planners. They dive into strategies for crafting a unique, consistent brand that reflects your story and expertise, even if you're part of a larger organization. Derek emphasizes that personal branding is more than just a buzzword—it's about presenting your skills, mission, and vision in a way that resonates with your ideal clients.   Derek shares insights on how to build a brand that stands out, even when working under a firm's corporate branding. He discusses the importance of consistency across all platforms—social media, websites, and in-person interactions—to create a cohesive brand experience. Whether you're an independent advisor or working within a firm, Derek offers practical advice on how to start small, audit your current branding, and build from there. He also highlights the value of partnering with marketing experts if you are unsure how to tell your story best.   You can reach Derek on LinkedIn or at his website, Constellar Creative. --- The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area Chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and the FPA NCA do not endorse or recommend any people, products, or services featured or discussed in this podcast.

    28 min

  5. SEP 18

    How to Build Trust More Quickly - Michael Clarke [Co-founder & Author]

    In this episode, host Belle Osvath, CFP® interviews Michael Clarke, co-founder of Protection Point Advisors and the National Referral Network, and author of A Firm Worth Building. The discussion revolves around the concept of "trust compression," which refers to building trust with clients not through long interactions over time, but by creating a series of high-quality, successive engagements that compress the time needed to establish trust. Michael explains how trust compression allows advisors to connect with clients through shorter, more meaningful meetings. He highlights how his firm has broken the traditional intake process into multiple brief, focused interactions to understand client risk tolerance and align their financial plans accordingly. The goal is to help clients feel understood and comfortable, building trust faster than through conventional methods. National Referral Network: https://www.nrnamerica.com/ A Firm Worth Building (Book) https://a.co/d/dinBzqA LinkedIn: https://www.linkedin.com/in/michaeljclarke1/ Website: https://www.protectionpointadvisors.com/

    25 min

  6. SEP 4

    Beyond Politics: Integrating Social Justice Investing into Your Practice - Andrea Longton, CFA [Author]

    In this episode, host Belle Osvath, CFP®, speaks with Andrea Longton, a CFA and award-winning author who specializes in social justice investing. Andrea has raised over $1 billion for social justice investments in the U.S. and advised on an additional $1.5 billion globally. She authored a book titled The Social Justice Investor: Advance Your Values While Building Wealth. In the discussion, Andrea explains that social justice investing involves aligning one's financial investments with personal values that promote social justice. This can encompass various causes, including racial justice, climate justice, children's welfare, LGBTQIA+ rights, and gender equity. Andrea emphasizes that social justice investing is personalized; it requires individuals to identify their values and align their investment portfolios accordingly. The conversation also touches on the potential challenges financial advisors face when addressing social justice investing, particularly the risk of being perceived as partisan. Andrea advises that advisors should focus on the values of their clients rather than politics and that they should educate themselves on social justice investing to better serve their clients. She mentions several certifications and networks that advisors can pursue to enhance their understanding of this field. Andrea's book, The Social Justice Investor, is available on Amazon, and she can be reached through her website, thesocialjusticeinvestor.com. LinkedIn --- The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area Chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and the FPA NCA do not endorse or recommend any people, products, or services featured or discussed in this podcast.

    24 min

  7. AUG 21

    From “Got Milk?” to “It's Gotta Be a CFP®”: The Strategy Behind CFP Board’s Public Awareness Campaign – Kevin Keller [CEO, CFP Board]

    In this episode, host Belle Osvath, CFP®, interviews Kevin Keller, CAE, the CEO of CFP Board, about their latest public awareness campaign. Keller shares insights into the campaign's goal of increasing consumer recognition of the CFP® certification with the tagline, "It's Gotta Be a CFP®." Keller discusses the campaign's development and budget and how its effectiveness is being measured through metrics like unaided awareness. He shares that this campaign is modeled after successful industry advertising strategies, such as the iconic "Got Milk?" campaign. The commercials are designed to highlight the unique value of CFP® professionals and reinforce client confidence when working with a certified financial planner. Keller explains how CFP® professionals contribute to funding the campaign and discusses the upcoming CFP Board Connections Conference, an event to connect practitioners, educators, and firms in the financial planning ecosystem. For CFP® professionals interested in how their credentials are being marketed or for those curious about the campaign's impact, this episode provides insights into the board's strategy to raise public awareness and elevate the CFP® brand.   Links: Kevin’s LinkedIn: https://www.linkedin.com/in/kevinkeller2/ CFP Board Commercial: https://youtu.be/TUD1i5d9AUE?si=JUJHV_teWEWrSmqh --- The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area Chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and the FPA NCA do not endorse or recommend any people, products, or services featured or discussed in this podcast.

    22 min

  8. AUG 7

    The Evolving Advisor: How Value-Centric Planning Is Changing the Game - Andy Baxley [Certified Financial Transitionist]

    In this episode, host Belle Osvath, CFP®, speaks with Andy Baxley, MS, CFP®, CIMA®, a Certified Financial Transitionist, about the evolving role of financial advisors. Andy, an independent financial planner at the Planning Center, discusses how changes in people's lives, work, and retirement necessitate a shift in financial planning approaches. He emphasizes the importance of understanding clients' values and designing financial plans that reflect these values rather than adhering to outdated societal norms. Andy explains that the traditional 9-to-5 job model until retirement at 65 is becoming obsolete. With increased life expectancies and more fulfilling work opportunities, people seek phased retirements, sabbaticals, and encore careers. He highlights the role of financial planners in guiding clients through these transitions, not just with technical expertise but also by helping clients reframe their work-life balance and long-term goals. Links: Statement of Financial Purpose Course: https://sofp.offthebalancesheet.com/ Financial Transitionist Institute: https://www.financialtransitionist.com/ Andy's LinkedIn: https://www.linkedin.com/in/andy-baxley/ For more information on the Financial Planning Association National Capital Area Chapter, visit FPANCA.org. --- The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area Chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and the FPA NCA do not endorse or recommend any people, products, or services featured or discussed in this podcast.

    26 min
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About

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

Information

  • Creator
    Financial Planning Association National Capital Area Chapter
  • Years Active
    2022 - 2024
  • Episodes
    47
  • Rating
    Clean
  • Show Website
    Smarter Planner Podcast

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