Financial Planning Association National Capital Area Chapter

Smarter Planner Podcast

Unisciti a Belle Osvath, CFP®, mentre conversa con leader del settore per condividere preziose intuizioni per i consulenti finanziari. Rimani informato e ispirato con ogni episodio.

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

S3 E53 • 23 mins • Jun 4, 2025

Episodi recenti

Jun 4, 2025

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

S3 E53 • 23 mins

May 7, 2025

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

S3 E53 • 33 mins

Apr 24, 2025

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

S3 E53 • 32 mins

Apr 10, 2025

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

S3 E53 • 34 mins

Mar 20, 2025

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

S3 E52 • 27 mins

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