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

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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Encore: Will Poulter, Dave Beran, and The Bear 52:22

לפני 5 ימים52:22

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Season 3 of the smash hit FX/Hulu show “The Bear” roared to life just days ago, but Will Poulter (the actor who plays fan-favorite Luca) and 2014 F&W Best New Chef Dave Beran had been prepping for weeks. Poulter — like his co-star Jeremy Allen White — staged with Beran at his Santa Monica restaurant Pasjoli to learn how to accurately portray a professional chef onscreen. The lessons went so well, Beran says he’d hire Poulter as a cook — even despite a messy mishap with a pastry bag. The two dished all about getting kitchen culture right on and offscreen, what it takes to be at the top of your craft, and the pure magic of a great restaurant service. Learn more about your ad choices. Visit podcastchoices.com/adchoices…

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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

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

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

The Active Advisor

published לפני שנה

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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)

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

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

לפני 14 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 17 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

1
The Neuroscience of Conversations with Mary Schmid 44:51

לפני 19 weeks44:51

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

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

לפני 21 weeks37:28

37:28

On this episode of The Active Advisor podcast, host Bryan Moore chats with Madison Broyles, Executive Vice President at Astra Wealth Management. Join them as they discuss: Madison’s experience as a female rising the ranks in financial services Unique financial challenges faced by NIL athletes, influencers, and young professionals How Astra is working to make financial advice accessible to everyone Educating and empowering younger generations for financial success How financial advisors can break the mold and truly make a difference With over a decade of experience in wealth management, Madison specializes in serving ultra-high-net-worth clients by providing seamless and stress-free financial expertise. Her dedication to building strong relationships, coupled with her expertise in financial planning, has served her throughout her career, making her a trusted advisor to business owners, female executives, and multi-generational families. Outside of her professional life, Madison is also an avid tennis player, a committed volunteer, and a passionate traveler. Harbor Capital Details: Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore on LinkedIn Guest Details: Madison Broyles on LinkedIn Astra Wealth Management on LinkedIn Astra Wealth Management Website Previous guests include: 1. Frank Toth, Principle, and COO at Capital Conclusions Corporation 2. Aaron Gilman, Chief Investment Officer at IFP 3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors 4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors 5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors 6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors 7. Michael Collins CFA®, Founder and CEO at WinCap Financial 8. Brian Keenan CFP®, CEO and President at Keenan Financial Check out our three most downloaded episodes: Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors The Active Advisor is handcrafted by our friends over at: fame.so…

The Active Advisor

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

לפני 24 weeks27:42

27:42

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The Active Advisor

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

לפני 27 weeks30:55

30:55

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…

The Active Advisor

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Strategies for Client Referrals with Bill Cates 37:32

לפני 29 weeks37:32

37:32

On this episode of The Active Advisor podcast, guest host Rebecca Muse-Orlinoff is joined by Bill Cates of Referral Coach International. Join them as they discuss: Effective referral strategies for financial advisors The unique challenges of client introductions in the industry The importance of being referable The evolving landscape of client acquisition Key principles of "relationship marketing" Leveraging "value recognizing statements" from clients Overcoming common barriers advisors face Bill Cates is the president of Referral Coach International, creator of The Unlimited Referrals Marketing System, and the host of the Top Advisor Podcast. He is also a renowned keynote speaker and the author of books including Radical Relevance and Get More Referrals Now. Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Rebecca Muse-Orlinoff on LinkedIn Guest Details Bill Cates on LinkedIn Referral Coach International LinkedIn Referral Coach International Website Previous guests include: 1. Frank Toth, Principle, and COO at Capital Conclusions Corporation 2. Aaron Gilman, Chief Investment Officer at IFP 3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors 4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors 5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors 6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors 7. Michael Collins CFA®, Founder and CEO at WinCap Financial 8. Brian Keenan CFP®, CEO and President at Keenan Financial Check out our three most downloaded episodes: Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors The Active Advisor is handcrafted by our friends over at: fame.so…

The Active Advisor

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

לפני 31 weeks30:04

30:04

On this episode of The Active Advisor podcast, host Bryan Moore chats with Benjamin Westney, SVP of Wealth Management at World Investment Advisors. Join them as they discuss: Key considerations for investors transitioning to retirement. Thinking beyond the short-term news cycle. Challenges on the horizon for the retirement space. Benjamin’s take on active management. Benjamin provides wealth management and financial planning services to his clients, helping guide them through the crucial steps and choices they face to bring their goals into reality. He lives in San Antonio with his wife, Stephanie, and three boys and a dog. After a fun and exciting career as a professional cellist, he turned his attention to helping others create a vision for their future and make smart decisions with their finances. He enjoys spending time with his family, exercising, cooking, volunteering in the community, and playing cello for the touring Broadway shows at the Majestic Theater. Benjamin’s areas of focus include financial planning for all life stages, retirement goal setting and income planning, investment management and portfolio design, and 401k participant education. Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore on LinkedIn Guest Details Benjamin Westney on LinkedIn World Investment Advisors on LinkedIn World Investment Advisors Website Previous guests include: 1. Frank Toth, Principle, and COO at Capital Conclusions Corporation 2. Aaron Gilman, Chief Investment Officer at IFP 3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors 4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors 5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors 6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors 7. Michael Collins CFA®, Founder and CEO at WinCap Financial 8. Brian Keenan CFP®, CEO and President at Keenan Financial Check out our three most downloaded episodes: Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors The Active Advisor is handcrafted by our friends over at: fame.so…

The Active Advisor

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

לפני 33 weeks28:54

28:54

On this episode of The Active Advisor podcast, host Bryan Moore chats with Paul McManus , co-founder and CEO of More Clients More Fun. Join them as they discuss: Writing a book in 6 weeks or less Busting common myths about becoming an author Why authorship is the new college degree How to market your practice through your book Paul G. McManus is a best-selling author and prominent figure in the financial services industry, specializing in helping financial advisors to become bestselling authors and create authority-based marketing systems to attract their ideal clients. He is the author of multiple books including The Short Book Formula: A Financial Professional’s Guide To Writing A Book In Six Weeks To Attract Ideal Clients. Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore on LinkedIn Guest Details Paul McManus on LinkedIn More Clients More Fun on LinkedIn More Clients More Fun Website Previous guests include: 1. Frank Toth, Principle, and COO at Capital Conclusions Corporation 2. Aaron Gilman, Chief Investment Officer at IFP 3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors 4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors 5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors 6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors 7. Michael Collins CFA®, Founder and CEO at WinCap Financial 8. Brian Keenan CFP®, CEO and President at Keenan Financial Check out our three most downloaded episodes: Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors The Active Advisor is handcrafted by our friends over at: fame.so…

The Active Advisor

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

לפני 35 weeks36:23

36:23

On this episode of The Active Advisor podcast, host Bryan Moore chats with Jason Archambault, CFP, CPA/PFS, and Matthew Neyland, CFA, CAIA, of SKWealth. Join them as they discuss: Leading with financial planning and goals Adding value for clients with direct CIO access Constructing all-weather portfolios using alternatives Calming client’s nerves by anchoring to the plan Active management in down markets Jason is the Chief Executive Officer of SKWealth and oversees the day-to-day operations of the firm and all of its employees. He specializes in advising clients in the many venues of wealth management and is a member of the SKWealth Management Investment Committee. Matthew is a member of SKWealth team having joined as Director of Investments in the spring of 2008. He has over thirty years of experience managing clients’ investments. Matthew’s past clients included individuals, pension plans, banks, insurance companies and corporations. He has experience with a wide variety of investment securities types including equities, fixed income, and alternative assets. Matthew chairs the SKWealth Management Investment Committee. Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore on LinkedIn Guest Details Jason Archambault on LinkedIn Matthew Neyland on LinkedIn SK Wealth Management, LLC on LinkedIn SK Wealth Management, Website Previous guests include: 1. Frank Toth, Principle, and COO at Capital Conclusions Corporation 2. Aaron Gilman, Chief Investment Officer at IFP 3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors 4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors 5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors 6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors 7. Michael Collins CFA®, Founder and CEO at WinCap Financial 8. Brian Keenan CFP®, CEO and President at Keenan Financial Check out our three most downloaded episodes: Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors The Active Advisor is handcrafted by our friends over at: fame.so…

The Active Advisor

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

לפני 37 weeks48:13

48:13

On this episode of The Active Advisor podcast, host Bryan Moore chats with Brett Danko, CFP®, and Ted Durkin, Main Street Financial Solutions. Join them as they discuss: Growing the business with great people and a client-first mentality The little things that make a big difference for advisors Fee-only financial planning and investment advisory services Growing the business in the right ways Goal-based wealth management Brett R. Danko, CFP®, has worked in the financial services industry for many years and is a featured nationwide lecturer on matters of personal finance. He is regularly called upon by the financial services industry to provide financial planning training to top tier financial advisors and to consult on complex planning issues affecting their clients. Brett is the Founder and Managing Partner of Main Street Financial Solutions, LLC, specializing in financial planning and asset management. In that capacity, he helps the firm’s clients address their complex financial planning and investment situations. Ted Durkin serves as President and Managing Partner at Main Street Financial Solutions. He is responsible for overseeing all financial advisors, driving firm initiatives and goals while collaborating, coaching, and recruiting top talent. With over 25 years of wealth management experience, Ted brings a great deal of knowledge having served in a multitude of capacities including Leadership, Management and Financial Advisor roles. He started his career in finance in 1994 as a Financial Advisor with Merrill Lynch in New York City. Over the next 20 years he held numerous positions within Merrill Lynch. In 2000, he transitioned his career to Leadership. Those roles included: Regional Sales Manager in Washington, DC (2000-2002), Complex Director in Norfolk, VA (2002-2005), Managing Director for Philadelphia Complex (2005-2011), and PA/Delaware Markets, Head of the Affluent Segment for ML (2011-2014). Market Head for the Pennsylvania Southern New Jersey Market UBS (2015-2023). Harbor Capital Details Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Host Bryan Moore on LinkedIn Guest Details Ted Durkin LinkedIn Brett Danko LinkedIn Main Street Financial Solutions LinkedIn Main Street Financial Solutions Website Previous guests include: 1. Frank Toth, Principle, and COO at Capital Conclusions Corporation 2. Aaron Gilman, Chief Investment Officer at IFP 3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors 4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors 5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors 6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors 7. Michael Collins CFA®, Founder and CEO at WinCap Financial 8. Brian Keenan CFP®, CEO and President at Keenan Financial Check out our three most downloaded episodes: Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors The Active Advisor is handcrafted by our friends over at: fame.so…

The Active Advisor

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

לפני 39 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…

The Active Advisor

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

לפני 41 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 43 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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Why Doing Nothing Can Also Be Active Investing: A Conversation with Michael Heyman, CFA® of Heyman Investment Counseling 30:33

לפני 1 year30:33

30:33

Do you get anxious when making investment decisions? Would you rather dip your toes into the markets before jumping in head first? If so, join us on this episode of The Active Advisor podcast where host Bryan Moore , ETF Capital Markets Expert at Harbor Capital , is joined by Michael Heyman, CFA® , Investment Counselor at Heyman Investment Counseling LLC . Michael discusses: How self-awareness can lead to better financial decisions Advantages of short-term problems for long-term investors How to talk to clients about market volatility Tips to overcome investment anxiety Mick Hayman, CFA® is a distinguished wealth manager with a remarkable four-decade career in guiding individuals and institutions toward building and preserving wealth. As the Founder of Hayman Investment Counseling, Mick has cultivated a stress-free balanced money mindset approach to investing. He is also the author of Mellow Your Money, How to Surf the Market, and Build Wealth without Stressing Yourself Out! Guest Details: Mick Heyman on LinkedIn Heyman Investment Counseling 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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Investing in a Low-Interest Rate Environment: Strategies for Success with Komson Silapachai, CFA® and Partner at Sage Advisory Services 41:21

לפני 2 years41:21

41:21

Welcome to this episode of The Active Advisor , where your host, Bryan Moore , ETF Capital Markets Expert at Harbor Capital, is joined by Komson Silapachai, CFA® , and Partner at Sage Advisory Services , an investment and asset management company for institutional investors and private clients. Join us as we discuss the following topics: Komson’s first memory of money The process of building a portfolio The tone and theme of conversations with advisors Notes from the desk: Sage’s weekly market commentary Why active and passive are made up categories Komson Silapachai is a Partner at Sage Advisory Services and a member of the Investment Committee. Before being named Partner in September 2021, Komson was Vice President of Research and Portfolio Strategy, spanning responsibilities in macro strategy, asset allocation, portfolio construction, and ESG. Prior to joining Sage in 2016, Komson spent nine years at the Teacher Retirement System of Texas, most recently as an investment manager in its Asset Allocation group. He is a Chartered Financial Analyst (CFA) and a member of the CFA Institute. Guest Details: Komson Silapachai, CFA® on LinkedIn Sage Advisory 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

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

לפני 2 years28:36

28:36

In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Sarin A. Barsoumian, CFP®, CRPC®, LPL Financial Advisor and Founder at SMB Financial Strategies. Join us as we discuss the following topics: Sarin’s journey to starting her own practice Leveraging a fractional CIO as an independent advisor Establishing three buckets of work to get clients to take action Building multigenerational client relationships Diversity and inclusion – women in finance Guest Details: Sarin A. Barsoumain on LinkedIn SMB Financial Strategies LLC 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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Monetizing Intuition and Empowering Clients with Bruce Lee, Founder of Keebeck Wealth Management 30:40

לפני 2 years30:40

30:40

In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Bruce Lee, Founder and CEO of Keebeck Wealth Management, a boutique, independent advisory firm. Join us as we discuss the following topics: Monetizing intuition and how it plays into volatility The concept of investment vertebrae in diversification Advice for advisors considering going independent Lessons learned through going independent Bruce is the Founder of Keebeck Wealth Management, and the source of its namesake. Keebeck, Bruce’s given name by his first-generation US immigrant parents, means “to ascend.” As a Wealth Advisor, Bruce draws on his extensive knowledge of multi-generational wealth creators to determine the role an advisor can serve in a client relationship. With 33 years of investment experience alongside some of the world’s largest financial institutions, Bruce leads Keebeck Wealth Management with a vision of empowering clients through a transition of being the CEO of their company to becoming CEO of their capital. Bruce has further been named among the top financial advisors by both Barron’s and the Financial Times. Guest Details: Bruce Lee on LinkedIn Keebeck Wealth 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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Transforming the Human Experience of Money with Brian Portnoy, CFA and Founder of Shaping Wealth 32:03

לפני 2 years32:03

32:03

In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Brian Portnoy, CFA and Founder of Shaping Wealth, a learning technology platform transforming the human experience of money. Brian Portnoy, Ph.D., CFA, is an expert in the psychology of money. Join us as we discuss the following topics: The difference between being rich and wealthy Holistic wellbeing vs. portfolio outperformance The only two questions that matter in client conversations How to adapt to the evolution of changing advisor - client relationships Building human-centric wealth cultures Emotional intelligence and why it matters Brian Portnoy, Ph.D., CFA, is an expert in the psychology of money. He is the founder of Shaping Wealth, an applied behavioral finance coaching and content platform serving the global wealth and investment industries. Brian’s multiple bestselling books have been published in 9 languages, and one of them, The Geometry of Wealth, inspired his current venture. He previously worked for nearly 20 years in the hedge fund and mutual fund industries as an investor, researcher, and educator. He serves on the ambassador’s council of the Alliance for Decision Education, is a CFA Charterholder, and is a member of the Economic Club of Chicago. Guest Details: Brian Portnoy on LinkedIn Shaping Wealth 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 the US Army to Capital Markets with Bryan Moore, ETF and Capital Markets Expert at Harbor Capital 26:51

לפני 2 years26:51

26:51

Today, we have a special episode of The Active Advisor podcast as our famed host, Bryan Moore, ETF and Capital Markets Expert at Harbor Capital, steps into the guest seat. Interviewing him is Glenn McBride, Head of Distribution Operations at Harbor. Join us as we discuss: The role of a capital markets expert Demystifying ETF liquidity Secret to unlocking the full potential liquidity of an ETF Little known resources to help execute ETF transactions Bryan’s perspectives on active ETFs Key insights from The Active Advisor podcast Before joining Harbor, Bryan gathered over two decades of extensive experience in the ETF sector. His diverse background includes trading and managing ETF desks at various prominent US banks and undertaking Capital Market roles in the US and Canada. Recently, Bryan has focused his efforts on Distribution in the Central South, specifically targeting Registered Investment Advisors (RIAs) and Institutions. Guest Details: Bryan Moore 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…

The Active Advisor

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

לפני 2 years53:22

53:22

Welcome to the latest episode of The Active Advisor podcast with Bryan Moore, ETF and Capital Markets Expert at Harbor Capital. Joining us today is Yohance Harrison, BFA™, CRPC®, and CEO at Money Script Wealth Management. Yohance is passionate about financial literacy and provides financial education courses for colleges and organizations across the United States. Join us as we discuss different touch points around wealth management, including: The concept behind the money script How the BFA has transformed client interactions and improved the bottom line The smart money management philosophy Growing your book of business solely through referrals Building an authentic brand How to build and evaluate your tech stack as an independent advisor Yohance Harrison has a 22-year career in financial advisory and management and after a decade in corporate America, he departed to start his own firm, Money Script Wealth Management. Yohance holds a Series 65 & 66 Securities License, is a Chartered Retirement Planning Counselor (CRPC®), and a Behavioral Financial Analyst (BFA™). He also holds multiple board positions at other organizations across the country. Guest Details: Yohance Harrison on LinkedIn MoneyScript Wealth 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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Aligning Personal Growth and Financial Wellbeing for Attaining Self Actualization: Insights from Nicole Middendorf of Prosperwell Financial 35:18

לפני 2 years35:18

35:18

Welcome to the latest episode of The Active Advisor podcast. Bryan Moore, ETF Capital Markets Expert at Harbor Capital, and Gavin Ernst co-host today's episode. Join them as they welcome Nicole Middendorf, CEO and Wealth Advisor at Prosperwell Financial. Nicole is a money maven, a knowledge junkie, and a born coach. She is an entrepreneur who left Morgan Stanley in 2003 to run her own wealth management firm, Prosperwell Financial. Nicole is the author of five books, a world traveler, a philanthropist, and an accomplished public speaker. Join us as we discuss different touch points around finance, including: How to achieve the “wow experience” for your clients How does the Certified Divorce Financial Analyst certification differentiate Nicole’s practice Statistics say 1 in 3 people are happy, learn how Nicole beats these odds Finding the balance between customization and standardization in investment management Nicole’s passion for diversity in the financial workspace How to leverage LinkedIn to grow your brand, philosophy, and culture Whether wealthy single women are an underserved segment in wealth advisory Nicole’s philosophy on active management Nicole is a Wealth Advisor and Certified Divorce Financial Analyst at Prosperwell Financial. Her main focus is helping people find happiness in life and feel comfortable with their money. She is able to accomplish this through one-on-one client meetings, writing books, presenting at conferences, and appearing on TV, radio, and other media. Nicole shares financial advice and a real-life perspective on saving, planning, and investing with audiences nationwide. She works hard to empower her audience to make crucial and positive changes in their own lives. Nicole’s books have received local and national press coverage and she has become known for her thoughtful, concise quotes, relaxed on-air presence, and articulate delivery. Guest Details: Nicole Middendorf on LinkedIn Prosperwell 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 Host Gavin Ernst 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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A Holistic Approach to Independent Wealth Management: Insights from Tunde Ogunlana of Axial Family Advisors 27:43

לפני 2 years27:43

27:43

In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Tunde Ogunlana, CFS, CES, Founder, and Family Wealth Advisor at Axial Family Advisors, an independent wealth advisory firm with a holistic approach to working with its clients. Tunde has over 20 years of experience as a financial planner and advisor. He founded Axial Family Advisors in 2015 after being employed by one of the world’s largest financial services firms. Tunde has been passionate about community and non-profit involvement since the start of his career in 2001 and currently serves on the board of Governors for the Museum of Art Ft. Lauderdale. Join us for a fascinating conversation where we cover the following touchpoints: The role of humility in building a business Building generational wealth Defining the ideal customer profile Advice for setting up your practice Key skills for advisors Active vs. passive management Tunde Ogunlana is the Founder and Family Wealth Advisor at Axial Family Advisors, where he applies learnings and insights from a 20-year career in financial planning and advisory. You won’t get to first base without building a team of experts. Wealth advisory starts and ends with understanding the client's needs, meeting them, and sustaining them over the long run. Success is planning for generations, not just years. Tunde is also passionate about working with non-profit organizations like the National Association of Black Accountants, the City of Fort Lauderdale Community Service Board, and the Museum of Art Ft. Lauderdale, where he currently serves on the board of governors. Guest Details: Tunde Ogunlana on LinkedIn Axial Family Advisors Website Harbor Capital Details: Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Harbor Capital on Twitter Host Bryan Moore on LinkedIn Host Bryan Griffin 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 Human First Approach to Wealth Advisory with Ross Marino, CFP®, CeFT® and Founder and CEO at Advisor2X 31:02

לפני 2 years31:02

31:02

In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Ross Marino, CFP®, CeFT®, Founder and CEO of Advisor2X , a professional development company for financial advisors. Ross has been a financial advisor for over 30 years. He is a social entrepreneur, author, and founder of Transitus Wealth Partners, a fee-only financial planning firm specializing in human-first financial guidance ™. Join us for a fascinating conversation where we cover the following touchpoints: Four questions to truly understand and connect with clients The role that emotions play in building trust and closing business Foundational shift happening in financial planning Must have skills to be a successful advisor Why the future starts today Ross Marino, CFP® and CeFT® has been a financial advisor for over 30 years and is the founder of Transitus Wealth Partners. He is also the Founder and CEO of Advisor2x (A2X), a professional development company for financial advisors. A2X hosts the Shift Conference for financial planners and advisors who value the psychology behind financial planning. He is a best-selling author, social entrepreneur, host of the Shaping Change podcast, and has been featured in over 400 other podcasts. Guest Details: Ross Marino on LinkedIn Ross Marino on Twitter Advisor 2X website Transitus Wealth website Harbor Capital Details: Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Harbor Capital on Twitter Host Bryan Moore on LinkedIn Host Bryan Griffin 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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Independent Investment and Wealth Advisory: Challenges and Rewards with Bill Dougherty CFA®, CFP® 32:54

לפני 2 years32:54

32:54

In this episode of the Active Advisor Podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Bill Dougherty, CFA®, CFP®, Wealth and Portfolio Manager at Main Street Financial Solutions. Bill is an independent advisor with over 22 years of experience in the financial services industry. Join us as we discuss: How and when to add resources as an independent advisor How being an independent fiduciary adds value for clients A simple formula for achieving financial independence Common traits among successful advisors Bill Dougherty, CFA®, CFP®, has more than 22 years of experience in the financial services industry. Based on his deep knowledge of investments and capital markets, he firmly believes that investments are the keystone of financial independence. Before joining the JJM Financial Group and Main Street Financial Solutions , Bill held leadership roles at Hartford Funds, Charles Schwab, Chartwell Investment Partners, and Delaware Investments. In 2011, he was named Rising Star of Mutual Funds by Institutional Investor. If you enjoyed this episode, subscribe, rate, and review us on Apple, Spotify, and Google Podcasts. Instructions on how to do this are here . Guest Details: Bill Dougherty on LinkedIn Main Street Financial Solutions Website Harbor Capital Details: Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Harbor Capital on Twitter Host Bryan Moore on LinkedIn Host Bryan Griffin 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
Comprehensive and Independent Wealth Management and Financial Planning with Brian Keenan CFP®, CEO and President of Keenan Financial 44:14

לפני 2 years44:14

44:14

In this episode of the Active Advisor Podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Brian Keenan, CFP®, CEO and President of Keenan Financial, an independent wealth management and financial planning firm serving a select clientele of high net worth individuals, families, and associations. The conversation cuts across key wealth management and financial services touchpoints, including: The unique value proposition of providing comprehensive financial services The value of personalized service The role of empathy in advisory services Advice for advisors planning to go independent Whether Brian’s investment philosophy is active, passive, or a mix of the two Brian is the President and CEO of Keenan Financial, a Boston wealth management and financial planning firm. Brian is focused on building long-term relations with his clients by providing financial services customized to the individual client's goals, time horizon, and risk appetite. His company is a financial and insurance concierge, providing comprehensive services across financial planning, wealth management, investments, personal and property insurance, and mortgages. Brian also works with businesses and business owners to offer corporate finance services ranging from setting up company benefits like 401(k)’s, group benefits, and stock option programs to name a few. He also works with business owners on succession planning programs. If you enjoyed this episode, subscribe, rate, and review us on Apple, Spotify, and Google Podcasts. Instructions on how to do this are here . Guest Details: Brian Keenan on LinkedIn Keenan Financial Website Keenan Financial Instagram Keenan Financial Facebook Harbor Capital Details: Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Harbor Capital on Twitter Host Bryan Moore on LinkedIn Host Bryan Griffin 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
Time to Pivot to Active Wealth Management with Michael Collins, CFA®, Founder and CEO of WinCap Financial 29:20

לפני 2 years29:20

29:20

In this episode of the Active Advisor Podcast , host Bryan Moore , ETF Capital Markets Expert at Harbor Capital, and co-host Bryan Griffin , CFP®, Regional Investment Consultant at Harbor Capital are joined by Michael Collins , CFA, Founder and CEO of WinCap Financial , an independent wealth management and financial services firm. The conversation cuts across key touchpoints in wealth management including: Michael’s journey to founding WinCap Financial A contrarian investment philosophy to seek high returns How using Chat GPT can drive efficiencies in the financial advisory space How to build your book of business through digital marketing Key skills for financial advisors How active management and quality stock selection can drive success Michael is a CFA® Charterholder and the founder and CEO of WinCap Financial. At the firm, Michael acts as Financial Advisor, Portfolio Manager, and a fiduciary, tailoring to the needs of every client. Prior to the creation of the firm, he served as a Financial Advisor responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives at CapTrust. Michael was also a Portfolio Manager at Boston Advisors where he specialized in providing investment management analysis and solutions to current and prospective high-net-worth investors. If you enjoyed this episode, subscribe, rate, and review us on Apple, Spotify, and Google Podcasts. Instructions on how to do this are here . 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 Future of Wealth Management is Independent and Advisor Centric, with Nate Lenz, Concurrent Advisors 41:25

לפני 2 years41:25

41:25

In this episode of the Active Advisor Podcast , host Bryan Moore , ETF Capital Markets Expert at Harbor Capital, is joined by Nate Lenz , CEO and Co-Founder at Concurrent Advisors . Concurrent is one of the largest and fastest-growing registered investment advisors (RIAs*) in the country offering a hands-on, consultative partnership that empowers advisors with the independence, control, and flexibility they need to better care for their clients. The conversation cuts across multiple independent wealth management and investment planning touchpoints, including: ● The benefits of outsourcing middle -and back- office support ● The Advisor-Centric future of the industry ● Why Concurrent believes in looking for lemons ● Core investment beliefs ● Gaps in training programs to develop advisors and how to develop talent internally ● The shift from passive to active management Nate Lenz is the CEO of Concurrent, a $12 Billion OSJ, turned RIA*, partnering with advisors to realize their potential as entrepreneurs. Before launching Concurrent, Nate was the co-founder and managing partner of I&A Consulting, a boutique consultancy focused on M&A and experienced advisor recruiting. The launch of I&A followed a 6-year stint at Raymond James Financial Services, where he was the Vice President of Succession Planning & Acquisitions, leading an in-house consulting team that provided support to the 4,000+ independent financial advisors affiliated with RJ in both the independent broker/dealer and RIA custodian channels. If you enjoyed this episode, subscribe, rate, and review us on Apple, Spotify, and Google Podcasts. Instructions on how to do this are here . Guest Details: Nate Lenz on LinkedIn Concurrent Advisors Website Harbor Capital Details: Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Harbor Capital on Twitter Host Brayan 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
If Your Values are Clear, Your Decisions Become Easy with Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors 34:50

לפני 2 years34:50

34:50

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 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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The Active Advisor « » Winning with Fewer Clients and Customized Solutions: Insights from Bruce Berry of Genesis Financial Partners

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The Active Advisor « »
Winning with Fewer Clients and Customized Solutions: Insights from Bruce Berry of Genesis Financial Partners