Episode 92 - The End
After nearly 3 years, we are closing shop for good at Zebra Smash. In this episode, we revisit some of our favorite memories, favorite songs...
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Zebra Smash - Real Financial Planners | Real Conversations
A show hosted by real financial planning practitioners for fellow practitioners. It's like attending a financial planning conference on your time and on your schedule. With CFP CE credit, of...
Episodes
20 of 94 episodesEpisode 91 - 2019 Fall NAPFA Conference Recap - Lauren Zangardi Haynes
In this mildly belated Halloween edition conference recap episode, we spoke with Lauren Zangardi Haynes about her experiences at the recent...
Episode 90 - Nina O'Neal - Founder, Female Advisor Network
We spoke with Nina O'Neal, founder of the Female Advisor Network about the organization and what female advisors face as practitioners and c...
Episode 89 - David Lyon - Founder of Oranj
Did we talk to David Lyon, founder of Oranj, for an entire hour and completely forget to ask him how he came up with the name Oranj? Yes. Ye...
Episode 88 - Wealth Stack Conferece Recap - Allison Berger
Wealth Stack is a brand new conference, entering an already crowded late-summer conference market. Is it worth attending? We got the inside...
Episode 87 - #XYPNLive 2019 Conference Review
Roger just got back from his first (but likely not last) XYPNLive conference. He was there under special circumstances, which you'll hear al...
Episode 86 - August 2019 Journal Review
Listen in as we review 2 of the latest journal articles from the CFP Board. We read the academic articles so you don't have to. Special than...
Episode 85 - Sabbaticals - Bethany Griffith
In what turned out to be our most technically challenging episode ever, we talked about sabbaticals for financial planners. Ben recorded thi...
Episode 84 - Holistiplan.com
We check back into see what Roger has been working on in his mad scientist lab. His newest venture is a service for advisors called Holistip...
Episode 83 - Zebra Book Club - Summer Edition
We covered both our favorite recent reads, and those reads we've got lined up for the coming months. Here are some of the highlights of what...
Episode 82 - 2019 Spring NAPFA Conference Recap - Laura Davis and Michael Baughman
Anyone who follows Zebra Smash knows our roots are in NAPFA, and specifically in NAPFA's conferences. In fact, Ben and Roger met at a NAPFA...
Episode 81 - Live at the NAPFA 2019 Spring Conference
This show was recorded in front of a live audience at the 2019 NAPFA Spring Conference in Austin, Texas. Joined by Dave O'brien, we talked a...
Episode 80 - Metasode - Spring Break Edition!
It was just Ben and Roger in the studio this time, and the subject was the podcast itself. Yes, this is the next edition of our Metasode ser...
Episode 79 - Extreme Efficiency - Eden Bowen
In an episode that originally was meant to be a T3 and tech strategy discussion, we ended up interrogating Eden Bowen about how her firm has...
Episode 78 - NAPFA South Region Symposium Recap with Steve Wykoff
Steve Wykoff joins us in answering the age-old question, "Is there really anything new to say about Roth conversions?" As it turns out, ther...
Episode 77 - Old School Cool with Jim Whiddon
We've covered "soft skills" in a number of episodes, but our guest Jim Whiddon has spent the last few years really digging in on the topic....
Episode 76 - T3 Conference Recap with Vince Barbera
You may not have attended T3. You may have no interest in attending T3 personally. But you know that a lot of the news coming out of T3 will...
Episode 75 - Veres Technology Survey
The new technology survey from Bob Veres and Joel Bruckenstein has some jaw-dropping findings. Can it possibly be true that only 7.8% of adv...
Episode 74 - What does a Certified Divorce Financial Analyst Do? - Chuck Clifton
From a planning perspective, a divorce can really upend a client's financial life. But as financial advisors we frequently get pulled into t...
Episode 73 - Death of a Client Checklist
As a financial planner, you are likely to be one of the first people the family calls when your client dies. Depending on the demographics o...