In 1910, Dorothy Arnold—a wealthy, educated socialite from New York City—left her home for a shopping trip and never returned.
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תוכן מסופק על ידי Meredith Wegerdt and Harbor Capital. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Meredith Wegerdt and Harbor Capital או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
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Beyond Investments: Why Client Goals Always Come First with Steve Otten, CFP®, CRPC®
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תוכן מסופק על ידי Meredith Wegerdt and Harbor Capital. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Meredith Wegerdt and Harbor Capital או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
In this episode of the Active Advisor podcast, host Bryan Moore speaks with Steve Otten, CFP®, CRPC®, and Executive Vice President at Seventy2 Capital Wealth Management, about the transition from wholesaler to independent advisor.
Join them as they discuss:
- Navigating the transition from wholesaling to financial advisory
- Combining Independence with Institutional Support
- Client-Centric Philosophy: Letting Goals Drive Investment Decisions
- Why Grey Hairs Matter: Experienced Yet Here for the Long Haul
- Perspectives from being a younger-than-average advisor
- Active Management: Adapting to Life's Non-Linear Nature
Steve Otten is an Executive Vice President at Seventy2 Capital, where he focuses on assisting clients in planning and pursuing retirement income designed to support their desired lifestyle. He draws on over 15 years of industry experience and professional certifications like the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Retirement Planning Counselor designation. Steve employs a comprehensive wealth management approach from asset accumulation, and risk management to tax-efficient strategies and legacy planning. He is well versed in alternative investments and non-correlated assets to pursue well-diversified investment strategies and work towards his clients’ goals.
Before joining Seventy Capital, he was a Vice President and Financial Advisor with Merrill Lynch, a Bank of America Company, where he was part of a team serving high-net-worth individuals and families. Steve holds a Bachelor of Science in Economics from the University of Maryland, College Park. AdvisorHub has recognized him as a 2023 Advisor to Watch and by Five Star Professionals as a 2023 Five Star Wealth Manager.
Harbor Capital Details
- Harbor Capital Website
- Harbor Capital on LinkedIn
- Harbor Capital on Youtube
- Host Bryan Moore on LinkedIn
Guest Details
- Steve Otten on LinkedIn
- Seventy2 Capital Wealth Management on LinkedIn
- Seventy2 Capital Wealth Management Website
Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so
50 פרקים
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Manage episode 470931075 series 3461765
תוכן מסופק על ידי Meredith Wegerdt and Harbor Capital. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Meredith Wegerdt and Harbor Capital או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
In this episode of the Active Advisor podcast, host Bryan Moore speaks with Steve Otten, CFP®, CRPC®, and Executive Vice President at Seventy2 Capital Wealth Management, about the transition from wholesaler to independent advisor.
Join them as they discuss:
- Navigating the transition from wholesaling to financial advisory
- Combining Independence with Institutional Support
- Client-Centric Philosophy: Letting Goals Drive Investment Decisions
- Why Grey Hairs Matter: Experienced Yet Here for the Long Haul
- Perspectives from being a younger-than-average advisor
- Active Management: Adapting to Life's Non-Linear Nature
Steve Otten is an Executive Vice President at Seventy2 Capital, where he focuses on assisting clients in planning and pursuing retirement income designed to support their desired lifestyle. He draws on over 15 years of industry experience and professional certifications like the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Retirement Planning Counselor designation. Steve employs a comprehensive wealth management approach from asset accumulation, and risk management to tax-efficient strategies and legacy planning. He is well versed in alternative investments and non-correlated assets to pursue well-diversified investment strategies and work towards his clients’ goals.
Before joining Seventy Capital, he was a Vice President and Financial Advisor with Merrill Lynch, a Bank of America Company, where he was part of a team serving high-net-worth individuals and families. Steve holds a Bachelor of Science in Economics from the University of Maryland, College Park. AdvisorHub has recognized him as a 2023 Advisor to Watch and by Five Star Professionals as a 2023 Five Star Wealth Manager.
Harbor Capital Details
- Harbor Capital Website
- Harbor Capital on LinkedIn
- Harbor Capital on Youtube
- Host Bryan Moore on LinkedIn
Guest Details
- Steve Otten on LinkedIn
- Seventy2 Capital Wealth Management on LinkedIn
- Seventy2 Capital Wealth Management Website
Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so
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1 Beyond Investments: Why Client Goals Always Come First with Steve Otten, CFP®, CRPC® 24:50
24:50 
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אהבתי24:50
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode of the Active Advisor podcast, host Bryan Moore speaks with Steve Otten, CFP®, CRPC®, and Executive Vice President at Seventy2 Capital Wealth Management, about the transition from wholesaler to independent advisor. Join them as they discuss: Navigating the transition from wholesaling to financial advisory Combining Independence with Institutional Support Client-Centric Philosophy: Letting Goals Drive Investment Decisions Why Grey Hairs Matter: Experienced Yet Here for the Long Haul Perspectives from being a younger-than-average advisor Active Management: Adapting to Life's Non-Linear Nature Steve Otten is an Executive Vice President at Seventy2 Capital, where he focuses on assisting clients in planning and pursuing retirement income designed to support their desired lifestyle. He draws on over 15 years of industry experience and professional certifications like the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Retirement Planning Counselor designation. Steve employs a comprehensive wealth management approach from asset accumulation, and risk management to tax-efficient strategies and legacy planning. He is well versed in alternative investments and non-correlated assets to pursue well-diversified investment strategies and work towards his clients’ goals. Before joining Seventy Capital, he was a Vice President and Financial Advisor with Merrill Lynch, a Bank of America Company, where he was part of a team serving high-net-worth individuals and families. Steve holds a Bachelor of Science in Economics from the University of Maryland, College Park. AdvisorHub has recognized him as a 2023 Advisor to Watch and by Five Star Professionals as a 2023 Five Star Wealth Manager. Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore on LinkedIn Guest Details Steve Otten on LinkedIn Seventy2 Capital Wealth Management on LinkedIn Seventy2 Capital Wealth Management Website Previous guests include: 1. Frank Toth, Principle, and COO at Capital Conclusions Corporation 2. Aaron Gilman, Chief Investment Officer at IFP 3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors 4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors 5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors 6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors 7. Michael Collins CFA®, Founder and CEO at WinCap Financial 8. Brian Keenan CFP®, CEO and President at Keenan Financial Check out our three most downloaded episodes: Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors The Active Advisor is handcrafted by our friends over at: fame.so…
1 The Willingness to Do More with Jeremiah Dellas 27:51
27:51 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי27:51
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode of the Active Advisor podcast, host Bryan Moore welcomes Jeremiah Dellas, CFP®, CPFA®, and President of Heirloom Wealth Partners. Join them as they discuss: Early Money Memories: Growing Up in a Single-Parent Household The Path to Financial Advisory: From Steel Company to Northwestern Mutual Building From Zero: Overcoming Challenges in the Industry Authentic Marketing: Combining Family, Passions & Business Growth Advice for New Advisors: Outwork & Outlast Active Management Philosophy: A Hybrid Approach Jeremiah Dellas is a financial advisor based in St. Louis, Missouri, and the President of Heirloom Wealth Partners. With experience at firms like Fifth Third Securities, Waddell & Reed, and STL Wealth LP, he brings a diverse background in wealth management. Jeremiah has also been involved with organizations like Kids Rock Cancer and the Endangered Wolf Center. A holder of Series 63 and 66 licenses, he is committed to helping clients navigate financial planning and investment strategies in Missouri. Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore on LinkedIn Guest Details Jeremiah Dellas on LinkedIn Previous guests include: 1. Frank Toth, Principle, and COO at Capital Conclusions Corporation 2. Aaron Gilman, Chief Investment Officer at IFP 3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors 4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors 5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors 6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors 7. Michael Collins CFA®, Founder and CEO at WinCap Financial 8. Brian Keenan CFP®, CEO and President at Keenan Financial Check out our three most downloaded episodes: Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors The Active Advisor is handcrafted by our friends over at: fame.so…
1 The Art of Building Client Relationships: Insights from Michael D'Aquila 40:44
40:44 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי40:44
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode of the Active Advisor podcast, host Bryan Moore sits down with Michael D'Aquila, Partner and private wealth adviser at Heritage Planning Partners. Join them as they discuss: The Spark of Interest in Finance Transitioning to Heritage Planning Partners Planning First: A Unique Approach Building Relationships: Adding Value Beyond Financial Needs Serving Underserved Communities and Clients Leveraging an Extensive Network The Importance of Mentorship Navigating the Evolving Landscape of Financial Advising Michael D'Aquila is a Private Wealth Advisor and co-founder of Heritage Planning Partners, where he helps clients connect their purpose to their wealth. With over 20 years of experience, Michael specializes in creating strategic, straightforward financial plans for busy professionals. A mentor and leader, he guides the next generation of advisors while maintaining a client-first approach. Recognized by Forbes as one of the nation’s top financial security professionals, Michael holds multiple designations, including CFP®, CPWA®, WMCP®, and CLU®. Based in Chicago, he enjoys family time, running, and supporting his daughters’ school and local music community. Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore on LinkedIn Guest Details Michael D'Aquila on LinkedIn Heritage Planning Partners on LinkedIn Heritage Planning Partners Website Previous guests include: 1. Frank Toth, Principle, and COO at Capital Conclusions Corporation 2. Aaron Gilman, Chief Investment Officer at IFP 3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors 4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors 5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors 6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors 7. Michael Collins CFA®, Founder and CEO at WinCap Financial 8. Brian Keenan CFP®, CEO and President at Keenan Financial Check out our three most downloaded episodes: Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors The Active Advisor is handcrafted by our friends over at: fame.so…
1 The Neuroscience of Conversations with Mary Schmid 44:51
44:51 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי44:51
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיOn this episode of The Active Advisor podcast, host Bryan Moore is joined by Mary Schmid, Founder and CEO of Mary Schmid Consulting. Join them as they discuss: Understanding the neuroscience of conversations Three levels of conversation and what you’re missing How to have Transformational conversations that build trust Your one-minute drill to use before every client conversation. Navigating Difficult Conversations The Ripple Effect of Good Communication Mary Schmid, MBA, is a communication and leadership specialist who teaches financial professionals, firm owners, and high achievers how to lead transformational conversations and elevate client interactions into trust-building experiences. Grounded in the neuroscience of conversations, her Conversational Edge System equips financial professionals with the skills to guide discussions that foster trust and collaboration, delivering extraordinary client and team experiences. Mary’s approach provides a competitive advantage by shifting from transactional advice to cultivating lasting, meaningful relationships that foster loyalty and long-term success. Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore on LinkedIn Guest Details Mary Schmid on LinkedIn Mary Schmid Consulting Website Previous guests include: 1. Frank Toth, Principle, and COO at Capital Conclusions Corporation 2. Aaron Gilman, Chief Investment Officer at IFP 3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors 4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors 5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors 6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors 7. Michael Collins CFA®, Founder and CEO at WinCap Financial 8. Brian Keenan CFP®, CEO and President at Keenan Financial Check out our three most downloaded episodes: Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors The Active Advisor is handcrafted by our friends over at: fame.so…
1 Advising Influencers, NIL Athletes, and Women with Madison Broyles 37:28
37:28 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי37:28
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיOn this episode of The Active Advisor podcast, host Bryan Moore chats with Madison Broyles, Executive Vice President at Astra Wealth Management. Join them as they discuss: Madison’s experience as a female rising the ranks in financial services Unique financial challenges faced by NIL athletes, influencers, and young professionals How Astra is working to make financial advice accessible to everyone Educating and empowering younger generations for financial success How financial advisors can break the mold and truly make a difference With over a decade of experience in wealth management, Madison specializes in serving ultra-high-net-worth clients by providing seamless and stress-free financial expertise. Her dedication to building strong relationships, coupled with her expertise in financial planning, has served her throughout her career, making her a trusted advisor to business owners, female executives, and multi-generational families. Outside of her professional life, Madison is also an avid tennis player, a committed volunteer, and a passionate traveler. Harbor Capital Details: Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore on LinkedIn Guest Details: Madison Broyles on LinkedIn Astra Wealth Management on LinkedIn Astra Wealth Management Website Previous guests include: 1. Frank Toth, Principle, and COO at Capital Conclusions Corporation 2. Aaron Gilman, Chief Investment Officer at IFP 3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors 4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors 5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors 6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors 7. Michael Collins CFA®, Founder and CEO at WinCap Financial 8. Brian Keenan CFP®, CEO and President at Keenan Financial Check out our three most downloaded episodes: Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors The Active Advisor is handcrafted by our friends over at: fame.so…
1 Personal, Practical, and Proactive Client Service with Dr. James Flanagan and Jigar Doshi 27:42
27:42 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי27:42
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיOn this episode of The Active Advisor podcast, host Bryan Moore chats with Dr. James Flanagan, PhD, President of Bentron Financial Group Inc., and Jigar Doshi , CRPC®, Financial Planner at Bentron. Join them as they discuss: Challenges for clients nearing retirement Helping clients understand their financial needs in retirement Educating clients on non-financial aspects of retirement Delivering impactful client experiences The importance of active management Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore on LinkedIn Guest Details Bentron Financial Group Inc. Website Bentron Financial Group Inc. on LinkedIn Jigar Doshi on LinkedIn James Flanagan on LinkedIn Previous guests include: 1. Frank Toth, Principle, and COO at Capital Conclusions Corporation 2. Aaron Gilman, Chief Investment Officer at IFP 3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors 4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors 5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors 6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors 7. Michael Collins CFA®, Founder and CEO at WinCap Financial 8. Brian Keenan CFP®, CEO and President at Keenan Financial Check out our three most downloaded episodes: Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors The Active Advisor is handcrafted by our friends over at: fame.so…
1 Dialing Up Your Client Conversations with Phil Buchanan 30:55
30:55 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי30:55
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיOn this episode of The Active Advisor podcast, host Bryan Moore chats with Phil Buchanan, Executive Chairman of Cannon Financial Institute. Join them as they discuss: Two common daily challenges faced by advisors Effectively navigating discovery conversations Three actionable tips to dial up client conversations Building successful practice management strategies Advisor success stories Phil Buchanan is the Executive Chairman of Cannon Financial Institute and a recognized thought leader in the wealth management industry. With extensive experience across Retail RIAs, Trust Firms, and Family Offices, Phil has led transformational initiatives in mergers, acquisitions, branding, and client engagement. His work focuses on empowering financial professionals with unmatched confidence, technical competence, and the ability to deliver exceptional client service. Phil is dedicated to helping advisors develop the critical conversations and technical expertise needed to serve affluent clients. Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on YouTube Host Bryan Moore on LinkedIn Guest Details Phil Buchanan on LinkedIn Cannon Financial Institute on LinkedIn Cannon Financial Institute Website Previous guests include: 1. Frank Toth, Principle, and COO at Capital Conclusions Corporation 2. Aaron Gilman, Chief Investment Officer at IFP 3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors 4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors 5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors 6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors 7. Michael Collins CFA®, Founder and CEO at WinCap Financial 8. Brian Keenan CFP®, CEO and President at Keenan Financial Check out our three most downloaded episodes: Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors The Active Advisor is handcrafted by our friends over at: fame.so…
1 Strategies for Client Referrals with Bill Cates 37:32
37:32 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי37:32
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיOn this episode of The Active Advisor podcast, guest host Rebecca Muse-Orlinoff is joined by Bill Cates of Referral Coach International. Join them as they discuss: Effective referral strategies for financial advisors The unique challenges of client introductions in the industry The importance of being referable The evolving landscape of client acquisition Key principles of "relationship marketing" Leveraging "value recognizing statements" from clients Overcoming common barriers advisors face Bill Cates is the president of Referral Coach International, creator of The Unlimited Referrals Marketing System, and the host of the Top Advisor Podcast. He is also a renowned keynote speaker and the author of books including Radical Relevance and Get More Referrals Now. Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Rebecca Muse-Orlinoff on LinkedIn Guest Details Bill Cates on LinkedIn Referral Coach International LinkedIn Referral Coach International Website Previous guests include: 1. Frank Toth, Principle, and COO at Capital Conclusions Corporation 2. Aaron Gilman, Chief Investment Officer at IFP 3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors 4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors 5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors 6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors 7. Michael Collins CFA®, Founder and CEO at WinCap Financial 8. Brian Keenan CFP®, CEO and President at Keenan Financial Check out our three most downloaded episodes: Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors The Active Advisor is handcrafted by our friends over at: fame.so…
1 Professional Cellist to Advisor with Benjamin Westney, CFP®, MBA 30:04
30:04 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי30:04
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיOn this episode of The Active Advisor podcast, host Bryan Moore chats with Benjamin Westney, SVP of Wealth Management at World Investment Advisors. Join them as they discuss: Key considerations for investors transitioning to retirement. Thinking beyond the short-term news cycle. Challenges on the horizon for the retirement space. Benjamin’s take on active management. Benjamin provides wealth management and financial planning services to his clients, helping guide them through the crucial steps and choices they face to bring their goals into reality. He lives in San Antonio with his wife, Stephanie, and three boys and a dog. After a fun and exciting career as a professional cellist, he turned his attention to helping others create a vision for their future and make smart decisions with their finances. He enjoys spending time with his family, exercising, cooking, volunteering in the community, and playing cello for the touring Broadway shows at the Majestic Theater. Benjamin’s areas of focus include financial planning for all life stages, retirement goal setting and income planning, investment management and portfolio design, and 401k participant education. Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore on LinkedIn Guest Details Benjamin Westney on LinkedIn World Investment Advisors on LinkedIn World Investment Advisors Website Previous guests include: 1. Frank Toth, Principle, and COO at Capital Conclusions Corporation 2. Aaron Gilman, Chief Investment Officer at IFP 3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors 4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors 5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors 6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors 7. Michael Collins CFA®, Founder and CEO at WinCap Financial 8. Brian Keenan CFP®, CEO and President at Keenan Financial Check out our three most downloaded episodes: Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors The Active Advisor is handcrafted by our friends over at: fame.so…
1 Accelerating the Speed of Trust through Authorship with Paul McManus 28:54
28:54 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי28:54
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיOn this episode of The Active Advisor podcast, host Bryan Moore chats with Paul McManus , co-founder and CEO of More Clients More Fun. Join them as they discuss: Writing a book in 6 weeks or less Busting common myths about becoming an author Why authorship is the new college degree How to market your practice through your book Paul G. McManus is a best-selling author and prominent figure in the financial services industry, specializing in helping financial advisors to become bestselling authors and create authority-based marketing systems to attract their ideal clients. He is the author of multiple books including The Short Book Formula: A Financial Professional’s Guide To Writing A Book In Six Weeks To Attract Ideal Clients. Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore on LinkedIn Guest Details Paul McManus on LinkedIn More Clients More Fun on LinkedIn More Clients More Fun Website Previous guests include: 1. Frank Toth, Principle, and COO at Capital Conclusions Corporation 2. Aaron Gilman, Chief Investment Officer at IFP 3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors 4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors 5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors 6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors 7. Michael Collins CFA®, Founder and CEO at WinCap Financial 8. Brian Keenan CFP®, CEO and President at Keenan Financial Check out our three most downloaded episodes: Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors The Active Advisor is handcrafted by our friends over at: fame.so…
1 The Integrated Financial Advantage with Jason Archambault & Matthew Neyland 36:23
36:23 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי36:23
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיOn this episode of The Active Advisor podcast, host Bryan Moore chats with Jason Archambault, CFP, CPA/PFS, and Matthew Neyland, CFA, CAIA, of SKWealth. Join them as they discuss: Leading with financial planning and goals Adding value for clients with direct CIO access Constructing all-weather portfolios using alternatives Calming client’s nerves by anchoring to the plan Active management in down markets Jason is the Chief Executive Officer of SKWealth and oversees the day-to-day operations of the firm and all of its employees. He specializes in advising clients in the many venues of wealth management and is a member of the SKWealth Management Investment Committee. Matthew is a member of SKWealth team having joined as Director of Investments in the spring of 2008. He has over thirty years of experience managing clients’ investments. Matthew’s past clients included individuals, pension plans, banks, insurance companies and corporations. He has experience with a wide variety of investment securities types including equities, fixed income, and alternative assets. Matthew chairs the SKWealth Management Investment Committee. Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore on LinkedIn Guest Details Jason Archambault on LinkedIn Matthew Neyland on LinkedIn SK Wealth Management, LLC on LinkedIn SK Wealth Management, Website Previous guests include: 1. Frank Toth, Principle, and COO at Capital Conclusions Corporation 2. Aaron Gilman, Chief Investment Officer at IFP 3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors 4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors 5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors 6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors 7. Michael Collins CFA®, Founder and CEO at WinCap Financial 8. Brian Keenan CFP®, CEO and President at Keenan Financial Check out our three most downloaded episodes: Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors The Active Advisor is handcrafted by our friends over at: fame.so…
1 Leading with a Client-First Mentality – End of Story, with Brett Danko, CFP®, and Ted Durkin 48:13
48:13 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי48:13
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיOn this episode of The Active Advisor podcast, host Bryan Moore chats with Brett Danko, CFP®, and Ted Durkin, Main Street Financial Solutions. Join them as they discuss: Growing the business with great people and a client-first mentality The little things that make a big difference for advisors Fee-only financial planning and investment advisory services Growing the business in the right ways Goal-based wealth management Brett R. Danko, CFP®, has worked in the financial services industry for many years and is a featured nationwide lecturer on matters of personal finance. He is regularly called upon by the financial services industry to provide financial planning training to top tier financial advisors and to consult on complex planning issues affecting their clients. Brett is the Founder and Managing Partner of Main Street Financial Solutions, LLC, specializing in financial planning and asset management. In that capacity, he helps the firm’s clients address their complex financial planning and investment situations. Ted Durkin serves as President and Managing Partner at Main Street Financial Solutions. He is responsible for overseeing all financial advisors, driving firm initiatives and goals while collaborating, coaching, and recruiting top talent. With over 25 years of wealth management experience, Ted brings a great deal of knowledge having served in a multitude of capacities including Leadership, Management and Financial Advisor roles. He started his career in finance in 1994 as a Financial Advisor with Merrill Lynch in New York City. Over the next 20 years he held numerous positions within Merrill Lynch. In 2000, he transitioned his career to Leadership. Those roles included: Regional Sales Manager in Washington, DC (2000-2002), Complex Director in Norfolk, VA (2002-2005), Managing Director for Philadelphia Complex (2005-2011), and PA/Delaware Markets, Head of the Affluent Segment for ML (2011-2014). Market Head for the Pennsylvania Southern New Jersey Market UBS (2015-2023). Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore on LinkedIn Guest Details Ted Durkin LinkedIn Brett Danko LinkedIn Main Street Financial Solutions LinkedIn Main Street Financial Solutions Website Previous guests include: 1. Frank Toth, Principle, and COO at Capital Conclusions Corporation 2. Aaron Gilman, Chief Investment Officer at IFP 3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors 4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors 5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors 6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors 7. Michael Collins CFA®, Founder and CEO at WinCap Financial 8. Brian Keenan CFP®, CEO and President at Keenan Financial Check out our three most downloaded episodes: Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors The Active Advisor is handcrafted by our friends over at: fame.so…
1 30+ Years as an Independent and Fiduciary Steward with Philip S. L. Chao, CFP® 47:03
47:03 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי47:03
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיOn this episode of The Active Advisor podcast, host Bryan Moore chats with Philip Chao, CFP®, founder of Experiential Wealth. Join them as they discuss: The evolution of the advisory landscape over three decades The importance of upholding the fiduciary standard Remaining fiercely independent in an evolving industry Seven traits to look for when hiring an advisor The “next American renaissance” Philip Chao founded Experiential Wealth (formerly Chao & Company) in 1992 to provide families and institutions with independent and thoughtful investment management and financial advice. His founding mission is to advocate for his clients and deliver the highest level of care in assisting clients in realizing their long-term financial objectives and outcomes. As the Principal of Experiential Wealth, Philip is the firm’s Chief Investment Officer setting customized investment guidelines and adopting forward-looking capital market assumptions in constructing portfolios for the firm’s wealth management and institutional clients. Philip is also a passionate supporter of and advocate for the fiduciary standard; he is the founder and managing member of Independent Fiduciary Services, providing directed trustee services to health and welfare trusts. Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore on LinkedIn Guest Details Philip Chao on LinkedIn Experiential Wealth on LinkedIn Experiential Wealth Website Previous guests include: 1. Frank Toth, Principle, and COO at Capital Conclusions Corporation 2. Aaron Gilman, Chief Investment Officer at IFP 3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors 4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors 5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors 6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors 7. Michael Collins CFA®, Founder and CEO at WinCap Financial 8. Brian Keenan CFP®, CEO and President at Keenan Financial Check out our three most downloaded episodes: Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors The Active Advisor is handcrafted by our friends over at: fame.so…
1 Serving Clients Through Life’s Journey with Brian Probst, CFP®, CRPC® 23:31
23:31 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי23:31
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיOn this episode of The Active Advisor podcast, host Bryan Moore chats with Brian J. Probst, CFP®, CRPC®, Vice President of Wealth Management at Raymond James. Join them as they discuss: Brian’s career change from the packaging industry to financial planning Retirement planning for future flexibility Early retirees and the concept of “ifcome” Using technology to improve the client experience Ensuring clients are well-informed and confident in their financial decisions Meeting clients where they’re at and finding beauty in simplicity At Raymond James, Brian works with a wide range of clients throughout the United States who have accumulated wealth in corporate, family business, and individual assets. Brian has in-depth knowledge of a variety of important issues and strategies surrounding retirement planning, such as retirement income, employer-sponsored retirement plans and retirement cash flow. Branch address (27 S. Squirrel Rd., Suite 200, Auburn Hills. MI 48326), phone number (248-276-2810), Associates involved and their full name and approved Title (Brian J. Probst, CFP®, CRPC®, Vice President, Wealth Management) and the following disclosures: Raymond James is not affiliated with and does not endorse the opinions or services of Harbor Capital. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Any opinions are those of the speakers, and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. Every investor’s situation is unique, and you should consider your investment goals, risk tolerance and time horizon before making any investment. Investing involve risk and you may incur a profit or loss regardless of strategy selected. Be sure to contact your financial advisor regarding your particular situation before making any investment or withdrawal decision. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore on LinkedIn Guest Details Brian Probst on LinkedIn Raymond James on LinkedIn Raymond James Website Previous guests include: 1. Frank Toth, Principle, and COO at Capital Conclusions Corporation 2. Aaron Gilman, Chief Investment Officer at IFP 3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors 4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors 5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors 6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors 7. Michael Collins CFA®, Founder and CEO at WinCap Financial 8. Brian Keenan CFP®, CEO and President at Keenan Financial Check out our three most downloaded episodes: Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors The Active Advisor is handcrafted by our friends over at: fame.so…
1 Building Genuine and Authentic Relationships and Having Fun Doing It with Austin Lane 45:39
45:39 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי45:39
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיOn this episode of The Active Advisor podcast, host Bryan Moore chats with Austin Lane, CFP®, Founder and President of Greenwing Wealth Management. Join them as they discuss: Austin's background and journey to becoming an advisor Why currency is an opportunity for unification Austin’s outside the box approach to marketing Making financial advising fun and enjoyable The misconception that “low-cost” is always best for the client The value of a holistic approach that goes beyond simply minimizing costs Austin received his bachelor’s in finance from San Diego State University. He has earned the Certified Financial Planner (CFP) designation and a certificate of financial planning from Wake Forest University. Austin currently serves as the chairman on the board of directors for the Helotes Area Chamber of Commerce and is a director for the Helotes Economic Development Corporation where he serves his community and neighbors by growing and developing businesses in Helotes. He also sits on the board of directors for the Bandera Natural History Museum. Austin lives in Helotes, Texas with his wife and four young daughters. He enjoys a variety of outdoor activities including hunting, camping, smoking briskets and taking in sporting events. Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore on LinkedIn Guest Details Austin Lane on LinkedIn Greenwing Wealth Management on LinkedIn Greenwing Wealth Management Website Previous guests include: 1. Frank Toth, Principle, and COO at Capital Conclusions Corporation 2. Aaron Gilman, Chief Investment Officer at IFP 3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors 4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors 5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors 6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors 7. Michael Collins CFA®, Founder and CEO at WinCap Financial 8. Brian Keenan CFP®, CEO and President at Keenan Financial Check out our three most downloaded episodes: Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors The Active Advisor is handcrafted by our friends over at: fame.so…
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