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

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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We're trying something different this week: a full post-show breakdown of every episode in the latest season of Black Mirror! Ari Romero is joined by Tudum's Black Mirror expert, Keisha Hatchett, to give you all the nuance, the insider commentary, and the details you might have missed in this incredible new season. Plus commentary from creator & showrunner Charlie Brooker! SPOILER ALERT: We're talking about the new season in detail and revealing key plot points. If you haven't watched yet, and you don't want to know what happens, turn back now! You can watch all seven seasons of Black Mirror now in your personalized virtual theater . Follow Netflix Podcasts and read more about Black Mirror on Tudum.com .…

לפני שנה 40:44

MP3•בית הפרקים

In 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

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

The Active Advisor

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

The Active Advisor

published לפני שנה

שתפו

MP3•בית הפרקים

In 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

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

50 פרקים

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The Active Advisor

1
Beyond Investments: Why Client Goals Always Come First with Steve Otten, CFP®, CRPC® 24:50

לפני 6 weeks24:50

24:50

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 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…

The Active Advisor

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לפני 8 weeks27:51

27:51

In 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…

The Active Advisor

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

לפני 11 weeks40:44

40:44

In 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…

The Active Advisor

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44:51

On 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…

The Active Advisor

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לפני 15 weeks37:28

37:28

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The Active Advisor

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The Active Advisor

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37:32

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The Active Advisor

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30:04

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The Active Advisor

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28:54

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The Active Advisor

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לפני 29 weeks36:23

36:23

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The Active Advisor

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לפני 31 weeks48:13

48:13

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The Active Advisor

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לפני 33 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 35 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…

The Active Advisor

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

לפני 37 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…

The Active Advisor

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

לפני 39 weeks28:30

28:30

On this episode of The Active Advisor podcast, host Bryan Moore chats with Erold Merko, CRPC®, Senior Vice President, Wealth Management at Tenured Wealth Management. Join them as they discuss: Erold’s background in communist Albania and how it influenced his career The importance of international investing and diversification Educating clients about different investment options and strategies Memorable client success The four pillars of wealth management Active vs. passive management in financial planning Erold Merko is a Chartered Retirement Planning Counselor™ with over 15 years of experience in the financial services industry. He is a tenured financial advisor who provides comprehensive, sophisticated plans that guide clients in their pursuit of financial independence. Erold and his team understand the value of their clients’ hard work and are dedicated to cultivating and preserving their wealth and legacies. Erold joined Raymond James in 2021. Previously, he was a senior wealth management advisor with the Teachers Insurance and Annuity Association (TIAA) for over nine years. At TIAA, he led a team of four investment professionals managing a portfolio of clients with over $1.2 billion in assets. Prior to joining TIAA, he was a retirement consultant with Freedom One Financial Group. Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore on LinkedIn Guest Details Erold Merko on LinkedIn Tenured Wealth Management on LinkedIn Tenured 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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Turning Financial Chaos into Organization with Bradford S. Vannelli, CRPC® 36:33

לפני 41 weeks36:33

36:33

On this episode of The Active Advisor podcast, host Bryan Moore chats with Bradford Vannelli, CRPC®, Partner and Wealth Advisor at Transcend Capital Advisors. Join them as they discuss: The advantages of being an independent advisor Overcoming unexpected challenges as an independent advisor The endowment model vs. traditional 60/40 Alternative investments for “the millionaire next door” Investing in the weather The benefits of active management Bradford Vannelli is a Partner and Wealth Advisor at Transcend Capital Advisors. Prior to joining Transcend, Bradford served as a Wealth Advisor, Senior Vice President at UBS Wealth Management. Prior to UBS, Bradford spent 13 years as a Vice President, Financial Advisor at Merrill Lynch. For over two decades, he has helped individuals, families and business owners with goal planning, cash management, lending and investment management. He holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning. Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore on LinkedIn Guest Details Bradford Vannelli on LinkedIn Transcend Capital 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…

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

לפני 43 weeks34:19

34:19

Let’s say hello to Evan Pawloski, AIF®. Here’s how Evan describes what he does: “I create World-Class 401(k) Plans for employers who want to hire and retain the Hardest-Working Men and Women in Michigan. Every employee deserves a path to become a Millionaire, and my team and I coach 401(k) participants to this goal every day.” On this episode of The Active Advisor podcast, host Bryan Moore chats with Evan Pawloski, AIF®, Senior Partner and Plan Advisor at Michigan 401(k) Advisors. Join them as they discuss the importance of selecting the right 401(k) advisor and the challenges companies face when they don't put in the work upfront. Evan emphasizes the importance of focusing on the basics and doing the necessary work to ensure the success of retirement plans. This episode of The Active Advisor covers: Blocking and tackling as a retirement plan advisor Building an advisory business focused on retirement plans Being the first line of defense for plan sponsors Factors to consider when selecting a 401(k) advisor Why benchmarking your plan matters Benefits of active management in a volatile market Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore on LinkedIn Guest Details Evan Pawloski on LinkedIn Michigan 401(k) 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…

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

לפני 45 weeks26:25

26:25

Forbes recognized Thomas Fautrel as a 2018 and 2019 Top Next-Gen Wealth Advisor, and in 2021-2024, Thomas was featured on the Forbes Best-In-State Wealth Advisors list. Before founding Seventy2 Capital, Thomas served as a Senior Vice President with Morgan Stanley Wealth Management and an Assistant Vice President with Merrill Lynch & Co. He began his career as a financial advisor with A.G. Edwards. On this episode of The Active Advisor podcast, host Bryan Moore chats with Thomas Fautrel, President and Co-Founder of Seventy2 Capital Wealth Management. Join Bryan and Thomas as they discuss the topic of going independent as a financial advisor. They delve into the benefits, struggles, and future plans of being an independent advisor. Thomas, the President and Co-Founder of Seventy2 Capital Wealth Management, shares his expertise and journey to becoming a successful independent advisor and business owner. This episode of The Active Advisor covers: Journey to independence, conquering the hurdles Key drivers of advisors going independent Protect, grow, and monetize your asset Largest struggle for independent advisors The value of active management As President and Co-Founder of Seventy2 Capital, Thomas Fautrel is focused on the practice’s growth initiatives and strategies for geographic expansion. In that capacity, he manages advisor development and integration. As a financial advisor, he primarily advises Fortune 500 Executives on their executive stock and benefit plans and creates customized portfolio solutions. Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore on LinkedIn Guest Details Thomas Fautrel on LinkedIn Seventy2 Capital 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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Tour Da Yoop, Eh and Building Wealth – Drawing Correlations with James Studinger 35:32

לפני 47 weeks35:32

35:32

Allow us to introduce James Studinger, a man who believes ‘Wealth is a Choice’, as he shares in his bestseller of the same name. James, a Yooper, has shaped his financial advising approach through his outdoor adventures in Michigan's Upper Peninsula. His experiences, from hiking across the U.P. to conquering Ironman races and climbing Mt. Rainier, have instilled in him a philosophy of meticulous planning, balanced strategy, and a relentless pursuit of excellence. On this episode of The Active Advisor podcast, host Bryan Moore chats with James Studinger, Owner of JPStudinger Group, about his big three investment strategies for building wealth. Spoiler alert: James is a firm believer in active management of his investments and a fan of Roth Savings over pre-tax contributions because taxes are set to rise. This episode of The Active Advisor covers: Parallels between outdoor activities and financial planning The “Big Three” principles for building wealth The concept of good assets vs bad assets Why defense trumps offense when building wealth Why Roth is a better strategy than pre-tax retirement saving Here’s how James describes himself: “I’m a Yooper, which means I grew up in Michigan’s Upper Peninsula. I love to camp, hunt, fish, hike, and explore. I’ve done Ironmans, climbed Mt. Rainier, and run the “Rim2Rim2Rim”. My outdoor adventures and athletics directly correlate to how I run my business. You can’t hike from one great lake to another successfully in three nights without having a detailed plan, and you can’t run the Rim2Rim2Rim without knowing what you are getting into—it takes training. Like everything in life, balance is key. These traits are exactly what is required when it comes to making money. I wrote Wealth Is a Choice in 2008. In it, I describe the most important principles for succeeding with money. I truly believe that it is within our control to be wealthy.” Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore on LinkedIn Guest Details James Studinger on LinkedIn JPStudinger Group on 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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Winning with Fewer Clients and Customized Solutions: Insights from Bruce Berry of Genesis Financial Partners 30:05

לפני 49 weeks30:05

30:05

Meet Bruce Berry; he’s intentionally not that guy. He’s not the guy who chases every business opportunity. He’s not someone who spends time on LinkedIn prospecting and connecting with potential clients. In fact, he doesn’t even have a LinkedIn account. He believes that fostering a fewer deep, and highly customized client relationships brings greater long-term value than managing mediocre relationships with many clients. 100% of his new business growth comes from referrals. Meet Bruce Berry, the founder of Genesis Financial Partners. On this episode of The Active Advisor podcast, host Bryan Moore chats with Bruce about the world of active management and its potential effectiveness in beating the index. Discover how Bruce's customized approach to financial advisory and focus on building strong relationships has had a positive impact on his clients' lives. Gain valuable insights on managing money through a highly customized lens and how to select a broker dealer that works for you. This episode of The Active Advisor covers: Motivating factors behind going independent Selecting a broker-dealer that works for you Managing money through a highly customized lens Harvesting tax losses Bruce’s take on active investing Guest Details Genesis Financial Partners Website Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore 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…

The Active Advisor

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

לפני 51 weeks35:55

35:55

‘Family First’ is a philosophy many believe in, yet few follow it in their work life. Why? Is it really possible to build a successful business around this philosophy? How about doing it while transitioning from a stable wholesaler career in financial advisory to the independent advisory side? Anthony Zanetti shows us how. On this episode of The Active Advisor podcast, host Bryan Moore chats with Anthony Zanetti, Partner and Financial Consultant at Mardin Capital Group, a wealth management firm based out of Portsmouth, New Hampshire. Join us as we learn how to build a successful advisory around the family first principle and adapt to the shift from a high-paying wholesaler job to an independent advisor. Anthony discusses different touchpoints related to retirement planning and financial advising. We cover the importance of keeping up to date with new software, the challenges of building trust with clients, and the benefits of active management in the industry. Anthony also shares his unique perspective and experiences, offering valuable insights to listeners. This episode of The Active Advisor covers: Anthony's Background and Journey in the Financial Industry Building a career around the family first principle Concept of the 20/10 test Building credibility and authenticity with clients Enhancing the client experience through predictability Gaining efficiencies with a model work-week Get to know Anthony Zanetti in 60 seconds Here’s Anthony’s bio in his own words: “I have spent the past 15 years in the financial services industry, which provided me the opportunity to meet hundreds of financial advisors across the country. These interactions helped shape my approach as an advisor. I enjoy collaborating as a team to provide exceptional service while organizing and simplifying our clients’ financial lives. Building lasting client relationships across generations is the most energizing part of my job.” Prior to joining LPL, Anthony was most recently at Ameriprise, building his own wealth management practice while serving as the branch manager for two large offices in New Hampshire. In addition, he has spent over six years in Texas working for Boston-based Eaton Vance. There he worked alongside financial advisors and their clients, helping to guide them as they constructed comprehensive, individualized portfolios, including tax-efficient investing and managing concentrated stock positions. Guest Details Anthony Zanetti on LinkedIn Mardin Capital Group Website Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore 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…

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

לפני 1 year34:45

34:45

Discover why community involvement, philanthropy, and doing what’s right clients is at the core of Rany Cohen’s advisory practice. Catch this episode of The Active Advisor podcast, where host Bryan Moore chats with Randy Cohen, Financial Advisor at IHT Wealth Management. Join them as they discuss the world of finance, the importance of active management, and why keeping your hands on the wheel matters. This episode of The Active Advisor covers: Embracing community and family as a key differentiator The importance of giving back to your community Randy's passion for teaching financial literacy to young adults Keeping your hands on the wheel with active management Get to know Randy Cohen in 60 seconds Randy is an experienced Wealth Management Advisor with a demonstrated history of working in the investment management industry. He is skilled in Insurance Planning, Securities, Asset Management, Investment Strategies, and Retirement Planning. Randy focuses on the whole plan in the client relationship. Randy loves his work with clients and gains great satisfaction from their achievements and milestones. Guest Details Randy Cohen on LinkedIn IHT Wealth Management Website Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore 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…

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

לפני 1 year36:09

36:09

What’s the single most important part of an Advisor’s website and how can you maximize its impact? Why does it matter if we can see your pupils? For answers to these questions and many more actionable tips to improve your website and LinkedIn profile, catch this episode of The Active Advisor. Host Bryan Moore chats with Matt Kress who is actively building innovative growth strategies using AI for mid-market enterprises. Bryan and Matt discuss the importance of optimizing an advisor's online presence, specifically focusing on their website and LinkedIn profile. They highlight the need for advisors to differentiate themselves through uncommon commonalities and how to provide valuable content to prospects. This episode of The Active Advisor covers: Online presence: Key tips to improve a prospect’s first impression LinkedIn best practices you can implement today Uncommon commonalities and why they matter Using the “Five ‘Whys” exercise to uncover deep emotional motivators Matt is a dynamic professional with a passion for growth, relationship-building, and making a positive impact by helping busy Financial Advisors and their marketing teams convert their website traffic into profitable leads and launch growth systems. With a diverse background spanning various industries, Matt brings a wealth of experience to the table. His journey includes co-founding and successfully selling Relate.ly, a smart relationship management software, and playing a key role in the acquisition of Kredible, a technology-enabled practice management firm. Matt also helped start Bunnell Idea Group, an innovative business development training firm. Over the years, he’s helped hundreds of financial advisors and other businesses grow by adapting to their prospects' buying behaviors and improving their sales and marketing processes. Guest Details Matt Kress on LinkedIn Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Harbor Capital on Twitter Host Bryan Moore 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…

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

לפני 1 year47:51

47:51

Discover the unconventional journey of Matt Zeigler, Managing Director and Private Wealth Advisor at Sunpointe Investments, as he shares insights on the role of trust, connection, and creativity in wealth advisory. Host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, riffs with Matt as they create a playlist while discussing Matt’s journey and the differentiated value he offers his clients. This episode of The Active Advisor covers: The benefits of being unlucky early in your career How Springsteen’s “Money for Nothing” shaped Matt’s investment strategy The impact of behavioral finance in times of financial crisis What Rick Rubin has in common with connecting the dots for clients Tracy Chapman’s inspiration to turn challenging situations into something beautiful The art of active management Matt is a Managing Director and Private Wealth Advisor at Sunpointe Investments. He helps clients create, align, and manage their financial plans and investment strategies. Prior to joining Sunpointe, Matt worked at Bank of America Merrill Lynch as a Senior Financial Advisor, Portfolio Manager, and First Vice President. Across 16 years and multiple roles, he’s gained a deep perspective on how individuals, businesses, and non-profits can plan and invest in their future. Matt’s talent-turned-skill is engaging people on their level. In his words, "Finance may be complex, but it doesn’t have to be complicated. Whether it’s a single person alone, a big family, a corporation, a non-profit, or any other entity - it always starts by connecting with people first. And people have stories about where they are now, where they’ve been, and where they’re going. It’s our job to listen, apply the math of financial planning and investment management, and then figure out, together, how to keep them moving forward strategically." Guest Details Matt Zeigler on LinkedIn Sunpointe Investments Website Harbor Capital Details: Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Harbor Capital on Twitter Host Bryan Moore 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…

The Active Advisor

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

לפני 1 year32:41

32:41

Curious what it looks like when you leave a high-paying job on Wall Street to purchase the family business? Why is estate planning a crucial part of the financial planning process? Why is financial services a great career choice for women? Your search ends here; click the link and listen to the podcast. Welcome to another episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Barbara Ginty, CFP®, CEPA®, and President of Independent Financial Services. Barbara was recently named by Forbes as a "Top Women Wealth Advisors Best-In-State" for New York. Here are some of the talking points from the episode: Barbara’s journey from Wall Street to Main Street Why service is the #1 differentiator Probate – why to avoid it at all costs Why being a woman in finance is more attainable than it seems The importance of women taking control of their finances The genesis of Barbara’s podcast, #FutureRich Barbara Ginty is a Certified Financial Planner and the host of the “Future Rich” podcast. Each week on the show, Ginty interviews women about their finances and helps them develop a plan to achieve their goals. The podcast was selected by NextAdvisor as one of the 10 Best Finance Podcasts for 2021. Barbara previously worked for Bloomberg and Credit Suisse and is now the owner of a wealth management firm, Independent Financial Services, that caters to clients from all financial backgrounds and ages. In addition to one-on-one client meetings, she also provides financial literacy classes and online content through her company, Planancial. Guest Details Barbara Ginty on LinkedIn Independent Financial Services Website Harbor Capital Details: Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Harbor Capital on Twitter Host Bryan Moore 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…

The Active Advisor

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

לפני 1 year35:47

35:47

Do you want to know the power of using AI in investment management and how it can help RIAs attract and retain clients? Are you aware of the importance of creating exceptional investment experiences, and how AI can be used to improve customer service, compliance, and marketing efforts? It’s within your reach: just listen to this podcast. Welcome to another episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by David Marra, Co-Founder and Head of Portfolio Management at Markin Asset Management. David has a unique understanding of how investment management can be a secret weapon for transforming RIAs and driving their business growth to new heights. In this episode, David reveals: The potential of AI to revolutionize global growth and the investment industry Ways RIAs can use AI to improve their practices The importance of marrying AI with traditional economic and financial principles Why RIAs should focus on their areas of expertise and find specialized partners to handle other functions David is a specialist in systematic multi-asset strategies. He has an MBA from the University of Chicago and a background as a consultant at the Boston Consulting Group. David is currently Co-Founder and Head of Portfolio Management at Markin Asset Management, a provider of asset management services intended to help discover a lower risk path to above-average returns. The company specializes in portfolio management, risk administration, alpha discovery, and document construction alongside offering a liquid means of achieving diversified low-beta returns and exposure to large equity drawdown cycles, enabling individuals and small businesses to continuously translate understanding into lower-risk portfolios and great partnerships, and generate maximum return on investment. Guest Details: David Marra on LinkedIn Markin Asset Management Website Harbor Capital Details: Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Harbor Capital on Twitter Host Bryan Moore 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…

The Active Advisor

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

לפני 1 year24:29

24:29

Do you want to know what separates successful advisors from the rest? Are you ready for insights on growth coaching, technology consulting, and advisor training and development as the foundation for scaling your business? It’s easier than you may think and within your reach! Check out this episode to learn more. Welcome to another episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Alisa Maute, CIMA®, CAIA℠ , and EVP of Advisor Growth Solutions at LPL Financial. Alisa shares her wealth of experience in the financial services industry and her advocacy for women in finance. Some highlights from the episode: Leaning into your superpowers as an independent advisor The broken rung for women climbing the financial ladder 6 key characteristics of high-performing advisors Alisa is a senior strategy and distribution leader in financial services with experience managing a team of 165 professionals across distribution, financial planning, insurance, and sales enablement for a Fortune 500 wealth management firm. She has a successful record in asset management across all distribution functions in all channels at WisdomTree, Van Kampen, and Morgan Stanley. As Executive Vice President of Advisor Growth Solutions at LPL Financial, Alisa focuses on growing and optimizing advisor adoption of LPL’s platforms and consulting resources to grow their client relationships while also playing an integral role in setting the strategy and build-out of future wealth management offerings. Guest Details: Alisa Maute on LinkedIn LPL Financial Website Harbor Capital Details: Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Harbor Capital on Twitter Host Bryan Moore 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…

The Active Advisor

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

לפני 1 year34:08

34:08

Do you want to stand out from other advisors in the industry? Did you know that writing a book or getting one ghostwritten can help build trust with clients? It’s easy and within your reach; just listen to this podcast. Welcome to another episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Michael Levin, the New York Times Best-Selling Author, prolific ghostwriter, and CEO of AdvisorGhost. Michael’s company plans, ghostwrites, publishes, distributes, and markets books written for financial advisors, wealth managers, and insurance professionals as marketing, thought leadership, and sales tools. Michael shares insights on: How telling your story can help define and attract your target audience How to monetize your book by making it front and center Writing a book with limited time and resources Best-selling author vs. best-earning author Why independent publishing is the way to go, hands down, for advisors A New York Times bestselling author, Michael Levin is the most prolific ghostwriter in the industry, having written, edited, published, or consulted on more than 1,000 books. His own books have been published by Simon and Schuster, Random House, Penguin, and a variety of other top publishers. Michael has written for the New York Times, the Wall Street Journal, HuffPost, LA Times, Boston Globe, and many other top outlets. His ghostwriting clients include Boeing and Ford CEO Alan Mulally, Baseball Hall of Famer Dave Winfield, motivational speaker Zig Ziglar (he edited Zig’s last book), and NFL legend Pat Summerall. Guest Details: Michael Levin on LinkedIn AdvisorGhost Website Harbor Capital Details: Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Harbor Capital on Twitter Host Bryan Moore 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…

The Active Advisor

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The Best of Active Advisor 2023 36:05

לפני 1 year36:05

36:05

Welcome to this special Best of 2023 episode of The Active Advisor podcast brought to you by Harbor Capital , with your host, Bryan Moore , ETF Capital Markets Expert at Harbor Capital. As the year winds down and the new one is around the corner, let’s spend some time casting the mind back to some of the amazing guests who’ve graced this show and the wonderful insights they shared. From earliest money memories to setting up an advisory practice, the best advice for advisors, and viewing active investing from different lenses, this episode has you covered! A special shout-out to our loyal audience. This journey would not have been possible without your participation and engagement. As the show prepares for an all-new season, we will continue our journey into the dynamic and fascinating financial advisory world. The podcast will help you learn from industry pros who have built thriving practices and helped thousands of investors realize their financial dreams. Let’s start by meeting the guests on the show today: ● Frank Toth , Principal and COO at Capital Conclusions Corporation ● Sarin A. Barsoumian , CFP®, CRPC®, LPL Financial Advisor and Founder at SMB Financial Strategies . ● Nicole Middendorf , CEO and Wealth Advisor at Prosperwell Financial ● Brian Portnoy , CFA and Founder of Shaping Wealth ● Bruce Lee , Founder and CEO of Keebeck Wealth Management ● Patrick Huang , CAIA and Director of Investments at Source Financial Advisors ● Michael Collins , CFA®, Founder and CEO of WinCap Financial ● Taylor Nissi , CFP ®, CTLC®, Partner at Pleasant Street Wealth Advisors ● Tunde Ogunlana , CFS, CES, Founder, and Family Wealth Advisor at Axial Family Advisors ● Ross Marino , CFP®, CeFT®, Founder and CEO of Advisor2X ● Nate Lenz , CEO and Co-Founder at Concurrent Advisors 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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