The Active Advisor
By Harbor Capital
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Category: Investing
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Episodes: 50
Description
The Active Advisor podcast explores the dynamic world of investment research and financial advisory practice management. Hosted by Harbor's capital markets expert Bryan Moore, this podcast features in-depth conversations with seasoned financial advisors and professionals, practice founders, investment researchers and CIOs. They'll share personal stories of how they built and scaled their book and business, observations on the evolving investment landscape, and best practices in due diligence. Tune in to raise the bar on your investment game and practice management! Welcome to The Active Advisor: Investment Research and Practice Management from the Pros! Brought to you by Harbor Capital.
| Episode | Date |
|---|---|
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Beyond Investments: Why Client Goals Always Come First with Steve Otten, CFP®, CRPC®
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Mar 12, 2025 |
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The Willingness to Do More with Jeremiah Dellas
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Feb 26, 2025 |
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The Art of Building Client Relationships: Insights from Michael D'Aquila
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Feb 04, 2025 |
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The Neuroscience of Conversations with Mary Schmid
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Jan 21, 2025 |
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Advising Influencers, NIL Athletes, and Women with Madison Broyles
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Jan 08, 2025 |
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Personal, Practical, and Proactive Client Service with Dr. James Flanagan and Jigar Doshi
|
Dec 13, 2024 |
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Dialing Up Your Client Conversations with Phil Buchanan
|
Nov 26, 2024 |
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Strategies for Client Referrals with Bill Cates
|
Nov 12, 2024 |
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Professional Cellist to Advisor with Benjamin Westney, CFP®, MBA
|
Oct 29, 2024 |
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Accelerating the Speed of Trust through Authorship with Paul McManus
|
Oct 15, 2024 |
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The Integrated Financial Advantage with Jason Archambault & Matthew Neyland
|
Oct 01, 2024 |
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Leading with a Client-First Mentality – End of Story, with Brett Danko, CFP®, and Ted Durkin
|
Sep 17, 2024 |
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30+ Years as an Independent and Fiduciary Steward with Philip S. L. Chao, CFP®
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Sep 03, 2024 |
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Serving Clients Through Life’s Journey with Brian Probst, CFP®, CRPC®
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Aug 20, 2024 |
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Building Genuine and Authentic Relationships and Having Fun Doing It with Austin Lane
|
Aug 06, 2024 |
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From Communist Albania to Managing a Billion-Dollar Practice with Erold Merko
|
Jul 23, 2024 |
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Turning Financial Chaos into Organization with Bradford S. Vannelli, CRPC®
|
Jul 09, 2024 |
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Blocking & Tackling as a 401(k) Plan Advisor with Evan Pawloski, AIF®
|
Jun 25, 2024 |
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How to Protect, Grow, and Monetize Your Asset with Thomas Fautrel
|
Jun 11, 2024 |
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Tour Da Yoop, Eh and Building Wealth – Drawing Correlations with James Studinger
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May 28, 2024 |
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Winning with Fewer Clients and Customized Solutions: Insights from Bruce Berry of Genesis Financial Partners
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May 14, 2024 |
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Building a Successful Advisory with the Family-First Principle: Anthony Zanetti of Mardin Capital Group
|
Apr 30, 2024 |
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Embracing Community as a Key Differentiator with Randy Cohen, CRPC®
|
Apr 16, 2024 |
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Actionable Tips for Advisors: Stand Out by Improving Online Presence With Matt Kress
|
Apr 02, 2024 |
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From Music to Becoming a Wealth Advisor: Riffing with Matt Zeigler
|
Mar 19, 2024 |
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From Wall Street to Main Street with Barbara Ginty, CFP®, CEPA®, President of IFS
|
Mar 05, 2024 |
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Specialization and Success in Investment Management: Insights from David Marra, Co-Founder of Markin Asset Management
|
Feb 20, 2024 |
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Leaning Into Your Advisory Superpowers: Solutions from Alisa Maute, CIMA®, CAIA℠
|
Feb 06, 2024 |
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Fly Your Advisor Freak Flag: The Power of Differentiation with NYT Best-Selling Author, Michael Levin
|
Jan 23, 2024 |
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The Best of Active Advisor 2023
|
Dec 26, 2023 |
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Why Doing Nothing Can Also Be Active Investing: A Conversation with Michael Heyman, CFA® of Heyman Investment Counseling
|
Dec 12, 2023 |
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Investing in a Low-Interest Rate Environment: Strategies for Success with Komson Silapachai, CFA® and Partner at Sage Advisory Services
|
Nov 28, 2023 |
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Clarity to Take Action: Insights from Sarin Barsoumian, CFP®, CRPC®
|
Nov 14, 2023 |
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Monetizing Intuition and Empowering Clients with Bruce Lee, Founder of Keebeck Wealth Management
|
Oct 31, 2023 |
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Transforming the Human Experience of Money with Brian Portnoy, CFA and Founder of Shaping Wealth
|
Oct 17, 2023 |
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From the US Army to Capital Markets with Bryan Moore, ETF and Capital Markets Expert at Harbor Capital
|
Oct 03, 2023 |
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Writing Your Financial Money Script with Yohance Harrison, BFA™, CRPC®, and CEO at Money Script Wealth Mgmt
|
Sep 19, 2023 |
|
Aligning Personal Growth and Financial Wellbeing for Attaining Self Actualization: Insights from Nicole Middendorf of Prosperwell Financial
|
Sep 05, 2023 |
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A Holistic Approach to Independent Wealth Management: Insights from Tunde Ogunlana of Axial Family Advisors
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Aug 22, 2023 |
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The Human First Approach to Wealth Advisory with Ross Marino, CFP®, CeFT® and Founder and CEO at Advisor2X
|
Aug 08, 2023 |
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Independent Investment and Wealth Advisory: Challenges and Rewards with Bill Dougherty CFA®, CFP®
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Jul 25, 2023 |
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Comprehensive and Independent Wealth Management and Financial Planning with Brian Keenan CFP®, CEO and President of Keenan Financial
|
Jul 11, 2023 |
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Time to Pivot to Active Wealth Management with Michael Collins, CFA®, Founder and CEO of WinCap Financial
|
Jun 22, 2023 |
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The Future of Wealth Management is Independent and Advisor Centric, with Nate Lenz, Concurrent Advisors
|
Jun 13, 2023 |
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If Your Values are Clear, Your Decisions Become Easy with Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
|
May 30, 2023 |
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A Look Behind the Curtain at an Independent Wealth Management Company with Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
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May 16, 2023 |
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A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
|
May 04, 2023 |
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HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
|
Apr 12, 2023 |
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Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
|
Mar 30, 2023 |
|
The Active Advisor Trailer
|
Mar 28, 2023 |