All Episodes

The Problem with Buy-and-Hold Investing - Vincent Randazzo [Portfolio Manager]

Why Financial Advisors Can't Ignore Content Creation Anymore - David Keller,CMT [Founder]

Volatility Is the New Normal: Portfolio Construction for Today's Markets - David Marra [Co-Founder & CIO]

Beyond Buy and Hold: Using 1031 Exchanges in Financial Planning - Rich Arzaga, CFP®, CCIM [Founder]

The Succession Trap: What Advisors Get Wrong About Exiting Their Practice

From AUM to Everything: The New Model Winning Clients - Erik Brenner,CFP® [Founder]

CE Credit Episode: Manager Skill, ESG Data, and the Decisions That Drive Long-Term Returns

Engaging the Next Generation Through Today's Housing Market - Leo Anzoleaga [Certified Mortgage Planning Specialist]

Playbook for PR: Building Visibility, Trust, and Authority - Mickie Kennedy [Founder]

Planner Productivity: Where Advisors Gain (and Lose) Capacity - Michael Kitces [Chief Financial Planning Nerd]

Elegant Simplicity in Financial Planning - Carl Richards, CFP [Founder & Author]

Making the Case for Simplicity in Financial Planning - Ed Dressel [President & Owner]

From Policy to Plan: Rethinking Long-Term Care for Every Client — Mike Padawer [Founder]

Trust First, Sell Later: How to Redefine Prospect Meetings - Ari Galper [Founder]

Advising Immigrants: Culture, Compliance, and Cross-Border Complexity - Jane Mepham, CFP® [Founder & International Advisor]

CE Credit Episode: AI & the Future of Financial Advice

Tax Changes in the One Big Beautiful Bill Act: What's Known and What's Not - David Peters [CFP & CPA]

How to Use Market Cycles to Manage Portfolio Risk - Vincent Randazzo, CMT, [Founder]

Fake Fees & Phantom Advisors: What 5500s Reveal - Paul Sippil [CPA & Forensic 401(k) Consultant

Why Clients Don't Change—And What You Can Do About It - Dr. Christina Lynn [Financial Behavioral Strategist]

Sales Without the Sleaze: Aligning Values With Revenue - Tim Maurer [CFP & Chief Advisory Officer]

Policy Chaos, Human Flaws, and Your Portfolio: The Case for Active Management - Matt Gelfand, PhD [Global Investment Strategist]

From RSVP to ROI: Hosting High-Impact Client Events- Dr. Mary Carlson [Founder & Financial Behavioral Researcher]

The Hidden Impact of Day Traders & Overnight Drift - Victor Hagani [Founder & Researcher]

The IRS Shake-Up: Tax Law Changes & Updates – David Peters [CFP & CPA]

How to Land Ultra-Wealthy Clients (From Someone Who's Done It!) - Erin Botsford [Founder]

Understanding Hacks: How Zero Trust Enhances Cyber Protection - Jeremiah Baker (Cybersercurity Expert)

Why Planners Should Treat Health as an Asset - Stevyn Guinnip [Founder]

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

Smarter Planner Symposium 2025 *Discount Code Available*

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

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

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

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

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

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

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

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

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

The AI Edge: Augmenting Your Practice – Rachel Witkowski (Reporter)

Beyond Advising: The Essential Role of Daily Money Managers - Christine Dolan [Founder & Daily Money Manager]

The Only Marketing Left for Financial Advisors - Matt Halloran [Founder]

Ep 34. Investing in Education: The Future of Wealth Management - Mike Alves [Founder]

Ep. 33 Searching for Alpha: Strategies Amidst Market Overvaluation - David Marra [Founder & CIO]

Ep 32. The Missing Billionaires - Victor Haghani [Founder & Author]

Ep 31: Beyond the Greenwash: Using ESG as Core Investment Data - Liz Simmie [Founder])

Ep. 30 The Future Is Now: How Planners Are Using AI - Gabe Rissman [Founder]

Ep 29. The Art of Letting Go: Expert Advice for Handling Clients That You Have Outgrown – Jennifer Gray [Advisor Therapist & Coach]

Introducing: The Smarter Planner Symposium 2024

Ep 28. Real Estate: The Forgotten Asset Class - Rich Arzaga [CFP & Real Estate Whisperer]

Ep. 27 Hidden Gem Unveiled: A Little-Known Health Insurance Option for Entrepreneurs – Gary Cox [Insurance Specialist]

Ep. 26 The Future of the CFP Designation: How the CFP Board's Non-Profit Shift Impacts Financial Advisors [Dan Moisand, CFP Board Chair]

Ep. 25 Critical Feedback Needed: Inside the Evolution of CFP Sanctions - Leo Rydzewski [General Counsel CFP Board]

Ep. 24 The Golden Approach: Tackling Tough Talks About Ageing - Kelly Augspurger [Long Term Care Specialist]

Ep. 23 Game Changer for Business Owners: ESOPs, 1042 Exchanges, and the ETF Advantage - Doug Pugliese [1042 Strategist]

Ep. 22 How to Use Video to Market Yourself - Colin Day [Advisor]

Ep. 21 Understanding Situational Social Security - Jim Blair & Marc Kiner [SS Consultants & Educators]

Ep 20. Navigating the Flat Fee Revolution - Andy Panko [Founder]

Ep. 19 How the FPA is Redefining 'Financial Planner' - James Lee [FPA President]

Ep. 18 How to Start Your Own Radio Show - Chris Boyd [Financial Talk Radio Host]

Ep. 17 Creating Your Own ETF - Dr. Wesley Gray [CEO]

Ep. 16 Selling the Family Home - Angela Baker [Lawyer, CFP & Realtor]

Ep. 15 The Art & Science of Picking Portfolio Managers - David Marra [Founder & Head of Research]

Ep. 14 Unlocking the Secret to Authentic Client Relationships - Dr. Mary Bell Carlson [Financial Behavior Researcher]

Ep. 13 The Positive Side of Startups Losing Money - David Peters [Financial Planner & Tax Practitioner]

Ep. 12 Artificial Intelligence Will Make You a Better Planner - Brendan Frazier [Founder & Speaker]

Ep. 11 Community Foundations: Local Giving wih a BIG Impact - Michael Barret Jones [Chief Philanthropy Officer]

Ep. 10 Asking the Right Questions - Jeremy Keil [Founder, Planner & Advocate]

Ep. 9 The Evolution of Crypto - Sonia Dumas [Crypto Educator]

Ep. 8 Medicare's True Cost - Emily O'Halloran [Medicare & Insurance Professional]

Ep. 7 The Path to Starting Your Own RIA - Jake Northrup [RIA Founder]

Ep. 6 Navigating Cognitive Decline in Clients - Dr. McClanahan [Founder & Planner] & Dr. Somers [Financial Psychologist]

Ep. 5 Chapter Update - Kelly McNerney [FPA NCA President]

Ep. 4 Is a Recession Inevitable? - Dr. David Kelly [Economist]

Ep. 3 Transforming Uninterested Spouses into Loyal Clients: Marcia Mantell [Consultant]

Ep. 2 What's Going On with Real Estate? - Rob Heltzel [Mortgage Industry Veteran]

Ep. 1 Crypto Update: The FTX Meltdown - Sonia Dumas [Crypto Educator]

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