The Best of Active Advisor 2023

The Active Advisor

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