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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 ...
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Tour Da Yoop, Eh and Building Wealth – Drawing Correlations with James Studinger
35:32
35:32
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Allow us to introduce James Studinger, a man who believes ‘Wealth is a Choice’, as he shares in his bestseller of the same name. James, a Yooper, has shaped his financial advising approach through his outdoor adventures in Michigan's Upper Peninsula. His experiences, from hiking across the U.P. to conquering Ironman races and climbing Mt. Rainier, …
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Winning with Fewer Clients and Customized Solutions: Insights from Bruce Berry of Genesis Financial Partners
30:05
30:05
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30:05
Meet Bruce Berry; he’s intentionally not that guy. He’s not the guy who chases every business opportunity. He’s not someone who spends time on LinkedIn prospecting and connecting with potential clients. In fact, he doesn’t even have a LinkedIn account. He believes that fostering a fewer deep, and highly customized client relationships brings greate…
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Building a Successful Advisory with the Family-First Principle: Anthony Zanetti of Mardin Capital Group
35:55
35:55
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35:55
‘Family First’ is a philosophy many believe in, yet few follow it in their work life. Why? Is it really possible to build a successful business around this philosophy? How about doing it while transitioning from a stable wholesaler career in financial advisory to the independent advisory side? Anthony Zanetti shows us how. On this episode of The Ac…
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Embracing Community as a Key Differentiator with Randy Cohen, CRPC®
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34:45
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Discover why community involvement, philanthropy, and doing what’s right clients is at the core of Rany Cohen’s advisory practice. Catch this episode of The Active Advisor podcast, where host Bryan Moore chats with Randy Cohen, Financial Advisor at IHT Wealth Management. Join them as they discuss the world of finance, the importance of active manag…
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Actionable Tips for Advisors: Stand Out by Improving Online Presence With Matt Kress
36:09
36:09
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What’s the single most important part of an Advisor’s website and how can you maximize its impact? Why does it matter if we can see your pupils? For answers to these questions and many more actionable tips to improve your website and LinkedIn profile, catch this episode of The Active Advisor. Host Bryan Moore chats with Matt Kress who is actively b…
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From Music to Becoming a Wealth Advisor: Riffing with Matt Zeigler
47:51
47:51
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Discover the unconventional journey of Matt Zeigler, Managing Director and Private Wealth Advisor at Sunpointe Investments, as he shares insights on the role of trust, connection, and creativity in wealth advisory. Host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, riffs with Matt as they create a playlist while discussing Matt’s journ…
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From Wall Street to Main Street with Barbara Ginty, CFP®, CEPA®, President of IFS
32:41
32:41
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32:41
Curious what it looks like when you leave a high-paying job on Wall Street to purchase the family business? Why is estate planning a crucial part of the financial planning process? Why is financial services a great career choice for women? Your search ends here; click the link and listen to the podcast. Welcome to another episode of The Active Advi…
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Specialization and Success in Investment Management: Insights from David Marra, Co-Founder of Markin Asset Management
35:47
35:47
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35:47
Do you want to know the power of using AI in investment management and how it can help RIAs attract and retain clients? Are you aware of the importance of creating exceptional investment experiences, and how AI can be used to improve customer service, compliance, and marketing efforts? It’s within your reach: just listen to this podcast. Welcome to…
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Leaning Into Your Advisory Superpowers: Solutions from Alisa Maute, CIMA®, CAIA℠
24:29
24:29
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24:29
Do you want to know what separates successful advisors from the rest? Are you ready for insights on growth coaching, technology consulting, and advisor training and development as the foundation for scaling your business? It’s easier than you may think and within your reach! Check out this episode to learn more. Welcome to another episode of The Ac…
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Fly Your Advisor Freak Flag: The Power of Differentiation with NYT Best-Selling Author, Michael Levin
34:08
34:08
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Do you want to stand out from other advisors in the industry? Did you know that writing a book or getting one ghostwritten can help build trust with clients? It’s easy and within your reach; just listen to this podcast. Welcome to another episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is …
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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…
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Why Doing Nothing Can Also Be Active Investing: A Conversation with Michael Heyman, CFA® of Heyman Investment Counseling
30:33
30:33
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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 …
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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
41:21
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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…
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Clarity to Take Action: Insights from Sarin Barsoumian, CFP®, CRPC®
28:36
28:36
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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 ad…
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Monetizing Intuition and Empowering Clients with Bruce Lee, Founder of Keebeck Wealth Management
30:40
30:40
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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 d…
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Transforming the Human Experience of Money with Brian Portnoy, CFA and Founder of Shaping Wealth
32:03
32:03
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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 topic…
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From the US Army to Capital Markets with Bryan Moore, ETF and Capital Markets Expert at Harbor Capital
26:51
26:51
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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 unl…
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Writing Your Financial Money Script with Yohance Harrison, BFA™, CRPC®, and CEO at Money Script Wealth Mgmt
53:22
53:22
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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 th…
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Aligning Personal Growth and Financial Wellbeing for Attaining Self Actualization: Insights from Nicole Middendorf of Prosperwell Financial
35:18
35:18
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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 …
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A Holistic Approach to Independent Wealth Management: Insights from Tunde Ogunlana of Axial Family Advisors
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27:43
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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 plan…
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The Human First Approach to Wealth Advisory with Ross Marino, CFP®, CeFT® and Founder and CEO at Advisor2X
31:02
31:02
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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 Weal…
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Independent Investment and Wealth Advisory: Challenges and Rewards with Bill Dougherty CFA®, CFP®
32:54
32:54
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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 wh…
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Comprehensive and Independent Wealth Management and Financial Planning with Brian Keenan CFP®, CEO and President of Keenan Financial
44:14
44:14
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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 cut…
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Time to Pivot to Active Wealth Management with Michael Collins, CFA®, Founder and CEO of WinCap Financial
29:20
29:20
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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 …
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The Future of Wealth Management is Independent and Advisor Centric, with Nate Lenz, Concurrent Advisors
41:25
41:25
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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 advis…
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If Your Values are Clear, Your Decisions Become Easy with Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
34:50
34:50
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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, yo…
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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
39:10
39:10
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39:10
In this episode of The Active Advisor podcast, host Bryan Moore, CETF and capital Market Expert at Harbor Capital, is joined by Patrick Huang, CAIA and Director of Investments at Source Financial Advisors, an independent firm offering wealth management and investment planning services. The conversation cuts across multiple wealth management and inv…
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A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
19:32
19:32
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19:32
In this episode of The Active Advisor podcast, hosts Bryan Moore and JR Shields, CETF, of Harbor Capital are joined by Taylor Nissi, CFP®, CTLC®, Partner at Pleasant Street Wealth Advisors, a family-owned financial planning and wealth management company. The conversation cuts across multiple financial and wealth management touchpoints. Join them as…
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HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
34:26
34:26
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34:26
In this episode of The Active Advisor podcast, hosts Bryan Moore and Dale Korman of Harbor Capital are joined by Aaron Gilman, Chief Investment Officer at IFP, a full-service broker-dealer, registered investment adviser, and insurance agency. The free-wheeling conversation cuts across multiple touchpoints ranging from the background of IFP, industr…
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Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
48:07
48:07
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48:07
In this episode of The Active Advisor podcast, hosts Bryan Moore and Dale Korman of Harbor Capital are joined by Frank Toth, Principal and COO at Capital Conclusions Corporation, an independent, full-service financial planning organization. This free-flowing conversation has key investment touchpoints, including how to stay on top of developments i…
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It’s time to get active with The Active Advisor podcast, brought to you by Harbor Capital! Resources: 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…
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