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
Episodes
In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, welcomes Leo Anzoleaga, Senior Vice President of Residential Lending at Luminate Bank.
Leo breaks down what's really happening in today's housing market, from fluctuating mortgage rates to persistent inventory shortages, and how these dynamics are impacting buyers across different stages of life. He explains why today's real estate en...
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In this episode of Read more
In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, welcomes Carl Richards, CFP®, creator of The Sketch Guy column for The New York Times, where for more than a decade he translated complex money ideas into simple, hand-drawn sketches.
Carl has built and sold a successful investment firm and is now a sought-after speaker and bestselling author of The Behavior Gap, The One-Page Financia...
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In this episode of Read more
In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, sits down with Ari Galper, founder and CEO of Ari AI — the world's only trust-based proprietary AI sales growth advisor — to explore how financial planners can build deeper trust and stronger client relationships in today's commoditized advisory landscape.
Ari, author of seven bestselling books including Trust in a Split Second and Un...
In this episode of The Smarter Planner podcast, host Belle Osvath, CFP®, sits down with Jane Mepham, CFP®, founder of Elgon Financial Advisors, to discuss the unique challenges and opportunities of financial planning for immigrants and foreign nationals living in the United States. Jane, a former H-1B visa holder herself, brings a deeply personal and professional perspective to helping clients bridge two financial worl...
In this 1 CE-credit episode, host Belle Osvath, CFP<...
In this episode of the Read more
In this episode, host Belle Osvath, CFP®, tal...
In this episode of the Read more
In this episode of the Read more
In this episode host Belle Osvath, CFP® interviews M...
In this episode, host Belle Osvath, CFP®, connects w...
In this episode, host Belle Osvath, CFP®, interview...
In this episode, host Belle Osvath CFP® talk...
In this episode, host Belle Osvath, CFP®, sp...
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