Zebra Smash - Real Financial Planners | Real Conversations

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 appreciate all of the support you've given us.

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 Advisor Network, be sure to check out their website: https://femaleadvisornetwork.org/

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 conversation. What was it like to build a tech company as an advisor? What need does Oranj fill, and how does it fill it? What's happening in advisor tech today? What's coming soon?

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 chunk of the content. But don't worry, he'll still confidently make sweeping generalizations about the entire conference!

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 Planning Group.

How did we handle recording on multiple continents and multiple languages? Not well. Not well at all.

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. And the product Roger has rolled out genuinely is something new and different in the financial planning space. We didn't meant this to be an infomercial, in other words, and we think you'll find Roger is bad enough at sales that it doesn't sound much like an infomercial either.

www.holistiplan.com is open and taking new subscribers. Sign up today for a 7 day free trial, then it's $50 per month, with the option to cancel at any time.

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:

Thinking In Systems – Donella Meadows

Boomtown – Sam Anderson

Impossible to Ignore: Creating Memorable Content to Influence Decisions – Carmen Simon

How to Read a Book - Mortimer Adler

Get to the Point: Sharpen Your Message and Make Your Words Matter - Joel Schwartzberg

Educated: A Memoir - Tara Westover

How to Change Your Mind: What the New Science of Psychedelics Teaches Us About Consciousness, Dying, Addiction, Depression, and Transcendence - Michael Pollan