In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, welcomes Jeremy Keil, CFP®, CFA®, and Certified Kingdom Advisor®, founder of Keil Financial Partners, host of the Retirement Revealed Podcast, and creator of the Mr. Retirement YouTube channel.

Jeremy joins Belle to talk about advisor marketing, branding, and niching down in a way that feels authentic rather than sales-driven. Drawing on more than 20 years of experience helping clients transition into retirement, Jeremy explains why successful marketing is not just about generating leads. It starts with understanding exactly who you serve and how you communicate with them.

Jeremy breaks down the framework he uses for his own business:

• Brand: Who you are and who you serve
• Messaging: How you speak to those people
• Marketing: How you help the right people find you

Jeremy also explains how his retirement planning framework became part of his client experience and why advisors should think intentionally about how clients experience their process from the very first interaction.

The conversation also explores Jeremy's work as a Certified Kingdom Advisor and how values, faith, and transparency can influence advisor-client relationships.

Finally, Jeremy shares why he believes advisors should learn motivational interviewing, a communication framework originally developed in behavioral counseling that helps people move toward meaningful change through better conversations and questions.

His message to advisors is simple:

The best marketing often does not feel like marketing at all. It feels like clarity, consistency, and connection.

Website: https://keilfp.com

Podcast: https://keilfp.com/blogpodcast/

YouTube: https://www.youtube.com/@MrRetirement

LinkedIn: https://www.linkedin.com/in/mrretirement/

👉 https://www.surveymonkey.com/r/PWXHTV7

The Smarter Planner Podcast is produced by the Financial Planning Association National Capital Area Chapter (FPA NCA) for educational purposes only. Belle Osvath and FPA NCA do not endorse specific individuals, firms, products, or services mentioned.

In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, welcomes Vincent Randazzo, CMT, portfolio manager at Tamaris Capital Management, co-portfolio manager of the Defender Risk Adaptive 500 ETF, and founder of ViewRight Advisors.

Vincent has spent more than two decades studying market behavior, technical analysis, and portfolio risk. In this conversation, he joins Belle to talk about a research paper he recently co-authored called Navigating Lost Decades: Protecting Long-Term Compounding in Secular Bear Markets and why advisors need to think beyond short-term volatility and start planning for the market environments that can quietly damage wealth over time.

Drawing on more than 155 years of market history, Vincent explains what "lost decades" really are, why they happen more often than many investors realize, and how extended periods of flat or negative returns can create both financial and behavioral challenges for clients.

Vincent also talks about why valuation alone is rarely enough to guide investment decisions, why context matters more than headlines, and how having a clear process can help advisors stay confident when clients start asking tough questions during volatile markets.

Website: https://viewright.ai

LinkedIn: Vincent Randazzo

👉 https://www.surveymonkey.com/r/PWXHTV7

The Smarter Planner Podcast is produced by the Financial Planning Association National Capital Area Chapter (FPA NCA) for educational purposes only. Belle Osvath and FPA NCA do not endorse specific individuals, firms, products, or services mentioned.

In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, welcomes David Keller, CMT, President and Chief Strategist at Sierra Alpha Research, a boutique investment research and consulting firm. David is also a CNBC contributor and the host of the Market Misbehavior YouTube channel and podcast, where he helps investors and advisors better understand market behavior through technical analysis and storytelling.

With a unique background blending finance, psychology, and creative storytelling, David shares how he built a business around content creation and why video, podcasts, and social media are becoming essential tools for advisors looking to build trust and connect with clients.

In this conversation, David shares:

• Why advisors should embrace content creation and start before they feel "ready"
• How authentic, human content stands out in a world increasingly filled with AI-generated noise
• The importance of thinking beyond posting content and building a true "channel" or media platform
• Practical tools and strategies for growing a presence, including analytics, coaching, and consistency
• How content helps shift investors from emotional decision-making to evidence-based thinking

David also explains how his own journey - from corporate roles at firms like Fidelity and Bloomberg to launching his own firm - was driven by a desire to communicate more effectively and connect with audiences in a more meaningful way. He emphasizes that advisors who show up consistently, share insights clearly, and present themselves as real people can build stronger relationships and stand out in a crowded marketplace.

• Website: marketmisbehavior.com
• YouTube: MarketMisbehavior
• LinkedIn: linkedin.com/in/dckeller/

👉 https://www.surveymonkey.com/r/PWXHTV7

The Smarter Planner Podcast is produced by the Financial Planning Association National Capital Area Chapter (FPA NCA) for educational purposes only. Belle Osvath and FPA NCA do not endorse specific individuals or services mentioned.