Dialing Up Your Client Conversations with Phil Buchanan

The Active Advisor

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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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On 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

50 פרקים

#Trading #Business News #Business #News #Meredith Wegerdt #Harbor Capital #Meredith Wegert #Fund Investment #Mutual Fund #Investment Portfolio #Index Funds #Asset Allocation #Equity Funding #Bond Funds #Money Market Funds #Hedge Fund #Real Estate Funds

Dialing Up Your Client Conversations with Phil Buchanan

The Active Advisor

published לפני שנה

שתפו

MP3•בית הפרקים

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on March 12, 2025 09:03 (3M ago)

On 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

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

50 פרקים

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לפני 38 weeks47:03

47:03

On 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…

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Serving Clients Through Life’s Journey with Brian Probst, CFP®, CRPC® 23:31

לפני 40 weeks23:31

23:31

On 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…

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Building Genuine and Authentic Relationships and Having Fun Doing It with Austin Lane 45:39

לפני 42 weeks45:39

45:39

On 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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