Libsyn Directory

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

Release Date: 10/16/2024

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

Smarter Planner Podcast

In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, welcomes Mickie Kennedy, founder of eReleases, a company that helps small businesses, authors, and startups build credibility and visibility through strategic press release distribution. With nearly three decades of experience, Mickie explains what a press release really is and what it isn’t. While many advisors assume PR is expensive, outdated, or ineffective, Mickie breaks down how the right story, placed in the right channel, can lead to meaningful media coverage, stronger SEO, and increased trust with...

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

Smarter Planner Podcast

In this episode of The Smarter Planner Podcast, host Belle Osvath welcomes Michael Kitces, Chief Financial Planning Nerd at Kitces.com. In this conversation, Michael shares research-backed insights on what truly drives productivity in advisory firms and what surprisingly does not. Drawing on data from hundreds of advisory firms, he explains why revenue per advisor is one of the most consistent and meaningful ways to measure productivity across business models. Michael discusses: Why technology alone rarely delivers the productivity gains advisors expect How team structure,...

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

Smarter Planner Podcast

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 Financial Plan, and Your Money: Re-Imagining Wealth in 101 Simple Sketches. He is also the host of the podcast Behavior Gap Radio. In this wide-ranging conversation, Carl challenges advisors to...

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

Smarter Planner Podcast

In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, welcomes Ed Dressel, president and owner of Retire Ready Solutions, a company empowering advisors to simplify retirement education — especially for middle-income workers and pension-eligible employees. With nearly 40 years in the industry, Ed has identified a critical disconnect: advisors love complexity, but clients crave simplicity. When presentations are too technical, clients feel lost and miss the most essential questions about their retirement readiness. Ed explains how shifting from over-analysis to...

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

Smarter Planner Podcast

In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, sits down with Mike Padawer, CLTC, founder and president of Inertia Advisor Services Group and Carefidence, to discuss why financial planners must shift their approach from simply paying for care to truly planning for care. Mike—author of What’s the Deal with Long-Term Care and co-author of What You Don’t Know About Retirement Will Hurt You—shares how advisors can guide clients through the emotional, legal, and financial realities of aging with intention. He explains how most...

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

Smarter Planner Podcast

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 Unlock the Sales Game, explains why we’re in what he calls a “trust recession.” He challenges the traditional focus on relationship-building and free consulting, showing instead...

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

Smarter Planner Podcast

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 worlds- from understanding tax treaties and global reporting requirements to navigating cultural expectations around money and family support. She also shares insights from...

CE Credit Episode: AI & the Future of Financial Advice

Smarter Planner Podcast

In this 1 CE-credit episode, host Belle Osvath, CFP® talks with two leading voices about how artificial intelligence is shaping the industry and what it means for the future of financial planners. CE Credit Instructions Listen to the full episode. Take the quiz: Receive 1 CE credit upon completion. Links & Resources Part One: Brendan Fraser – How AI Will Make You a Better Planner Will AI replace advisors? Brendan explains why the answer is "not yet"—and maybe never, if humans focus on what tech can't replicate. The chess analogy: How pairing...

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

Smarter Planner Podcast

In this episode of the Smarter Planner podcast, host Belle Osvath speaks with David Peters, CFP®, CPA, founder of David Peters Financial Group and Peters Tax Preparation & Consulting, about the sweeping changes in the One Big Beautiful Bill Act and their impact on financial planners and clients. With four master’s degrees, a national teaching role, and a PhD in progress, David brings both technical expertise and a practical perspective on navigating new tax laws. Website: LinkedIn The Smarter Planner podcast is produced by the Financial Planning Association...

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

Smarter Planner Podcast

In this episode, host Belle Osvath, CFP®, talks with Vincent Randazzo, CMT, founder of ViewRight Advisors and former Head of Technical Research at CFRA, about how financial advisors can better navigate market cycles and systemic risk using a disciplined, data-driven approach. Vincent explains that traditional static asset allocation models don't account for the market cycle's stage—spring, summer, fall, or winter—and therefore miss critical opportunities to manage risk. He emphasizes the importance of active risk management, which differs from stock picking or market timing. Vincent...

More Episodes

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 generative AI, Brooke explains how AI has unlocked new possibilities, allowing for more data processing, portfolio personalization, and qualitative research.

Brooke discusses the shift from deterministic algorithms to more nuanced AI solutions that can analyze client-specific factors, enhancing the advisor's decision-making process. She emphasizes the difference between general AI applications, like ChatGPT, and specialized AI platforms, like Sage, which are tailored specifically for financial advisors. By integrating into existing account management and portfolio platforms, Sage acts as a co-pilot, helping advisors provide more personalized and scalable portfolio management, making each client feel uniquely catered to.

If you want to learn more about AI's impact on wealth management or how it can enhance your practice, this episode is a must-listen.

You can reach Brooke on LinkedIn or visit her website at tifinsage.ai

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The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area Chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and the FPA NCA do not endorse or recommend any people, products, or services featured or discussed in this podcast.

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