Smarter Planner Podcast

Jan 22 2025 50 ep. 24 mins 11
Smarter Planner Podcast artwork

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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From Surrender to Sale: The Game-Changing Approach to Life Insurance - Scott Sanders [Founder]

Jan 22 2025 31 mins  
In this episode, host Belle Osvath, CFP®, interviews Scott Sanders, founder of 1908 Advisors, a firm specializing in life insurance settlements. Scott explains how his company simplifies the process of selling cash-value life insurance policies that are no longer needed or wanted. He outlines three primary options for such policies: lapsing, surrendering for cash value, or selli

Smarter Planner Symposium 2025 *Discount Code Available*

Jan 08 2025 20 mins  
In this episode of the Smarter Planner podcast, host Belle Osvath, CFP® speaks with Kelly McNerney, CFP®, and Kristin Beane, about the upcoming Smarter Planner Symposium, which will be held on January 24th, 2025 at the Archer Hotel in Tysons Corner, Virginia. The event promises a full day of learning, networking, and collaboration designed for financial planning professiona

Tapping Hidden Wealth: AI that Uncovers Outside Assets - Jeannette Kuda [COO]

Dec 04 2024 21 mins  
In this episode, host Belle Osvath, CFP®, interviews Jeannette Kuda, President and COO of Tiffin AG, a fintech company revolutionizing wealth management through supervised AI. Jeannette explains the differences between supervised (predictive) AI and generative AI, emphasizing the former's ability to analyze large datasets to identify growth opportunities for wealth management fi

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

Nov 20 2024 34 mins  
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.

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

Oct 30 2024 24 mins  
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

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

Oct 16 2024 35 mins  
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 gen

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

Oct 02 2024 28 mins  
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 p

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

Sep 18 2024 24 mins  
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, succes

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

Sep 04 2024 23 mins  
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 t

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

Aug 21 2024 21 mins  
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