Looks like the publisher may have taken this series offline or changed its URL. Please contact support if you believe it should be working, the feed URL is invalid, or you have any other concerns about it.
התחל במצב לא מקוון עם האפליקציה Player FM !
פודקאסטים ששווה להאזין
בחסות
If Your Values are Clear, Your Decisions Become Easy with Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on March 12, 2025 09:03 (
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 364812081 series 3461765
In this episode of The Active Advisor podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors. The conversation cuts across multiple wealth management and investment planning touchpoints, including:
● The belief that when your values are clear, your decisions are easy
● Building relationships while growing the client’s portfolio
● Helping clients cut through the noise from financial media outlets
● Advice for budding financial advisors
● Active vs. passive investing
Erik Strid, CFP®, ChFC®, is a Founding Principal at Concentus Wealth Advisors. He has over twenty years of combined experience working at two different Wall Street brokerage firms, including Merrill Lynch and Wells Fargo. Erik describes his work at Concentus as being driven by the firm’s deep commitment to their 5 Core values, which include: contribution, fun, family, optimism, and integrity. Their approach is distinctive and most importantly, dedicated to helping clients achieve their financial goals.
If you enjoyed this episode, make sure to subscribe, rate, and review us on Apple Podcasts, Spotify, and Google Podcasts. Instructions on how to do this are here.
Guest Details:
Erik Strid on LinkedIn
Concentus Wealth Advisors Website
Concentus Wealth Advisors on LinkedIn
Harbor Capital Details:
- Harbor Capital Website
- Harbor Capital on LinkedIn
- Harbor Capital on Youtube
- Harbor Capital on Twitter
- Host Brayan Moore on LinkedIn
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth 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
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on March 12, 2025 09:03 (
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 364812081 series 3461765
In this episode of The Active Advisor podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors. The conversation cuts across multiple wealth management and investment planning touchpoints, including:
● The belief that when your values are clear, your decisions are easy
● Building relationships while growing the client’s portfolio
● Helping clients cut through the noise from financial media outlets
● Advice for budding financial advisors
● Active vs. passive investing
Erik Strid, CFP®, ChFC®, is a Founding Principal at Concentus Wealth Advisors. He has over twenty years of combined experience working at two different Wall Street brokerage firms, including Merrill Lynch and Wells Fargo. Erik describes his work at Concentus as being driven by the firm’s deep commitment to their 5 Core values, which include: contribution, fun, family, optimism, and integrity. Their approach is distinctive and most importantly, dedicated to helping clients achieve their financial goals.
If you enjoyed this episode, make sure to subscribe, rate, and review us on Apple Podcasts, Spotify, and Google Podcasts. Instructions on how to do this are here.
Guest Details:
Erik Strid on LinkedIn
Concentus Wealth Advisors Website
Concentus Wealth Advisors on LinkedIn
Harbor Capital Details:
- Harbor Capital Website
- Harbor Capital on LinkedIn
- Harbor Capital on Youtube
- Harbor Capital on Twitter
- Host Brayan Moore on LinkedIn
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth 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
Tutti gli episodi
×
1 Beyond Investments: Why Client Goals Always Come First with Steve Otten, CFP®, CRPC® 24:50

1 The Willingness to Do More with Jeremiah Dellas 27:51

1 The Art of Building Client Relationships: Insights from Michael D'Aquila 40:44

1 The Neuroscience of Conversations with Mary Schmid 44:51

1 Advising Influencers, NIL Athletes, and Women with Madison Broyles 37:28

1 Personal, Practical, and Proactive Client Service with Dr. James Flanagan and Jigar Doshi 27:42

1 Dialing Up Your Client Conversations with Phil Buchanan 30:55

1 Strategies for Client Referrals with Bill Cates 37:32

1 Professional Cellist to Advisor with Benjamin Westney, CFP®, MBA 30:04

1 Accelerating the Speed of Trust through Authorship with Paul McManus 28:54

1 The Integrated Financial Advantage with Jason Archambault & Matthew Neyland 36:23

1 Leading with a Client-First Mentality – End of Story, with Brett Danko, CFP®, and Ted Durkin 48:13

1 30+ Years as an Independent and Fiduciary Steward with Philip S. L. Chao, CFP® 47:03

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

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

1 From Communist Albania to Managing a Billion-Dollar Practice with Erold Merko 28:30

1 Turning Financial Chaos into Organization with Bradford S. Vannelli, CRPC® 36:33

1 Blocking & Tackling as a 401(k) Plan Advisor with Evan Pawloski, AIF® 34:19

1 How to Protect, Grow, and Monetize Your Asset with Thomas Fautrel 26:25

1 Tour Da Yoop, Eh and Building Wealth – Drawing Correlations with James Studinger 35:32

1 Winning with Fewer Clients and Customized Solutions: Insights from Bruce Berry of Genesis Financial Partners 30:05

1 Building a Successful Advisory with the Family-First Principle: Anthony Zanetti of Mardin Capital Group 35:55

1 Embracing Community as a Key Differentiator with Randy Cohen, CRPC® 34:45

1 Actionable Tips for Advisors: Stand Out by Improving Online Presence With Matt Kress 36:09

1 From Music to Becoming a Wealth Advisor: Riffing with Matt Zeigler 47:51

1 From Wall Street to Main Street with Barbara Ginty, CFP®, CEPA®, President of IFS 32:41

1 Specialization and Success in Investment Management: Insights from David Marra, Co-Founder of Markin Asset Management 35:47

1 Leaning Into Your Advisory Superpowers: Solutions from Alisa Maute, CIMA®, CAIA℠ 24:29

1 Fly Your Advisor Freak Flag: The Power of Differentiation with NYT Best-Selling Author, Michael Levin 34:08


1 A Look Behind the Curtain at an Independent Wealth Management Company with Patrick Huang, CAIA and Director of Investments at Source Financial Advisors 39:10

1 A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors 19:32

1 HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP 34:26

1 Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation 48:07


1 Why Doing Nothing Can Also Be Active Investing: A Conversation with Michael Heyman, CFA® of Heyman Investment Counseling 30:33

1 Investing in a Low-Interest Rate Environment: Strategies for Success with Komson Silapachai, CFA® and Partner at Sage Advisory Services 41:21

1 Clarity to Take Action: Insights from Sarin Barsoumian, CFP®, CRPC® 28:36

1 Monetizing Intuition and Empowering Clients with Bruce Lee, Founder of Keebeck Wealth Management 30:40

1 Transforming the Human Experience of Money with Brian Portnoy, CFA and Founder of Shaping Wealth 32:03

1 From the US Army to Capital Markets with Bryan Moore, ETF and Capital Markets Expert at Harbor Capital 26:51

1 Writing Your Financial Money Script with Yohance Harrison, BFA™, CRPC®, and CEO at Money Script Wealth Mgmt 53:22

1 Aligning Personal Growth and Financial Wellbeing for Attaining Self Actualization: Insights from Nicole Middendorf of Prosperwell Financial 35:18

1 A Holistic Approach to Independent Wealth Management: Insights from Tunde Ogunlana of Axial Family Advisors 27:43

1 The Human First Approach to Wealth Advisory with Ross Marino, CFP®, CeFT® and Founder and CEO at Advisor2X 31:02

1 Independent Investment and Wealth Advisory: Challenges and Rewards with Bill Dougherty CFA®, CFP® 32:54

1 Comprehensive and Independent Wealth Management and Financial Planning with Brian Keenan CFP®, CEO and President of Keenan Financial 44:14

1 Time to Pivot to Active Wealth Management with Michael Collins, CFA®, Founder and CEO of WinCap Financial 29:20

1 The Future of Wealth Management is Independent and Advisor Centric, with Nate Lenz, Concurrent Advisors 41:25

1 If Your Values are Clear, Your Decisions Become Easy with Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors 34:50
ברוכים הבאים אל Player FM!
Player FM סורק את האינטרנט עבור פודקאסטים באיכות גבוהה בשבילכם כדי שתהנו מהם כרגע. זה יישום הפודקאסט הטוב ביותר והוא עובד על אנדרואיד, iPhone ואינטרנט. הירשמו לסנכרון מנויים במכשירים שונים.