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Zebra Smash
Zebra Smash - Real Financial Planners | Real ConversationsEpisodes
Zebra Smash
Zebra Smash - Real Financial Planners | Real Conversations
A weekly Business podcast
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Episodes of Zebra Smash
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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, and lessons learned. Thank you for listening over the past 3 years. We've learned a ton and we appre
In this mildly belated Halloween edition conference recap episode, we spoke with Lauren Zangardi Haynes about her experiences at the recent NAPFA conference. Enjoy! We'll see you all in Denver at the NAPFA Spring Conference.
We spoke with Nina O'Neal, founder of the Female Advisor Network about the organization and what female advisors face as practitioners and conference attendees. There were some eye-opening moments in there. To learn more about the Female Advis
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. Yes we did. That one will have to remain a mystery. But we covered just about everything else in this c
Wealth Stack is a brand new conference, entering an already crowded late-summer conference market. Is it worth attending? We got the inside scoop from attendee Allison Berger
Roger just got back from his first (but likely not last) XYPNLive conference. He was there under special circumstances, which you'll hear all about in the episode. He also wasn't there for the whole event, so this review misses a pretty big ch
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 thanks to Hayworth and Woolsey for their continued support of our Academic Edition podcasts.
In what turned out to be our most technically challenging episode ever, we talked about sabbaticals for financial planners. Ben recorded this on week two of his sabbatical, and we were joined by sabbatical veteran Bethany Griffith from Abacus
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 Holistiplan. Enough people ask Ben what Roger is up to that we feel an occasional update is episode-worthy. An
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 we talked about: A Ladder to the Sky – John Boyne Thinking In Systems – Donella Meadows Boomtown – Sa
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 conference all those years ago. In this episode we recap the 2019 Spring conference, with help from two
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 about what it takes to get started in podcasting. We made the case that 1) A podcast is worth doing, an
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 series, in which we get meta and talk about the ins and outs of making Zebra Smash. Listen in for answers
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 reached such insane levels of efficiency. Is it their process? Their tech stack? Is it superhuman ad
Steve Wykoff joins us in answering the age-old question, "Is there really anything new to say about Roth conversions?" As it turns out, there is. Listen in as we uncover this revelation, along with several others as we recap the 2019 NAPFA So
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. He even wrote a book on the subject. That book is The Old School Advantage. Listen in as we cover topi
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 impact you and your practice for years to come. We talked with financial advisor Vince Barbera, a tec
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 advisors use tax planning software? Find out which software solutions are up, which ones are down, and whi
From a planning perspective, a divorce can really upend a client's financial life. But as financial advisors we frequently get pulled into the transactional aspects of the divorce proceedings? In this episode we talk with Chuck Clifton, who ho
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 of your practice, you may even scan the obituary section of the local paper, just to be sure you are ful
It usually only takes one look around a conference ballroom to figure out that the majority of the financial planning industry consists of middle-aged white men. That's a problem, because the demographics of our society are changing. Shouldn't
We revisit our soon-to-be-a-hit musical about the life and times of William Playfair, the inventor of the pie chart, line graph, and bar chart. Be warned that listeners have been known to spontaneously start tap dancing, so be sure to stretch b
Robert Cialdini wrote the groundbreaking book Influence back in the 1980s. Over 30 years later, he's back with what he's calling a pre-quel, Pre-Suasion. Does this one deliver better than the Star Wars prequels did? Find out in our opinionate
What will it take to bring financial planning to the mass market in a truly scalable way? Roger has been pondering this idea for several months now, and is beta testing his attempt at an answer. Listen in as we discuss the origin story of this
What's it like to be an exhibitor at a financial planning conference? How do vendors make the most of the experience? And what can we as advisors and attendees do to make our interactions with vendors as valuable as possible? Paige Uher, a lo
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