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

S3 E53 • 20 mins • Jul 30, 2025

Episodi recenti

Jul 30, 2025

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

S3 E53 • 20 mins

Jul 16, 2025

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

S3 E53 • 28 mins

Jun 18, 2025

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

S3 E53 • 21 mins

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

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