Best Vannelli Podcasts (2024)

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

1h ago48:13

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 se…

1
30+ Years as an Independent and Fiduciary Steward with Philip S. L. Chao, CFP® 47:03

10d ago47:03

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 hi…

1
Serving Clients Through Life’s Journey with Brian Probst, CFP®, CRPC® 23:31

24d ago23:31

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 …

1
Building Genuine and Authentic Relationships and Having Fun Doing It with Austin Lane 45:39

1M ago45:39

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 …

1
From Communist Albania to Managing a Billion-Dollar Practice with Erold Merko 28:30

2M ago28:30

28:30

On this episode of The Active Advisor podcast, host Bryan Moore chats with Erold Merko, CRPC®, Senior Vice President, Wealth Management at Tenured Wealth Management. Join them as they discuss: Erold’s background in communist Albania and how it influenced his career The importance of international investing and diversification Educating clients abou…

1
Turning Financial Chaos into Organization with Bradford S. Vannelli, CRPC® 36:33

2M ago36:33

36:33

On this episode of The Active Advisor podcast, host Bryan Moore chats with Bradford Vannelli, CRPC®, Partner and Wealth Advisor at Transcend Capital Advisors. Join them as they discuss: The advantages of being an independent advisor Overcoming unexpected challenges as an independent advisor The endowment model vs. traditional 60/40 Alternative inve…

1
Blocking & Tackling as a 401(k) Plan Advisor with Evan Pawloski, AIF® 34:19

3M ago34:19

34:19

Let’s say hello to Evan Pawloski, AIF®. Here’s how Evan describes what he does: “I create World-Class 401(k) Plans for employers who want to hire and retain the Hardest-Working Men and Women in Michigan. Every employee deserves a path to become a Millionaire, and my team and I coach 401(k) participants to this goal every day.” On this episode of Th…

1
How to Protect, Grow, and Monetize Your Asset with Thomas Fautrel 26:25

3M ago26:25

26:25

Forbes recognized Thomas Fautrel as a 2018 and 2019 Top Next-Gen Wealth Advisor, and in 2021-2024, Thomas was featured on the Forbes Best-In-State Wealth Advisors list. Before founding Seventy2 Capital, Thomas served as a Senior Vice President with Morgan Stanley Wealth Management and an Assistant Vice President with Merrill Lynch & Co. He began hi…

1
BRAD COLE- Well Paid and Organized Kindergarten (Phil Collins, Supertramp, Gino Vannelli) 1:34:56

3M ago1:34:56

1:34:56

Keyboardist, Brad Cole talks about his 30 years touring with pop icon, Phil Collins. He remembers moving to Los Angeles in the late seventies and entering the session scene. He recalls the lessons he’s learned working with all different types of musical artists and reveals his secrets to working with complicated creatives. www.thecolemine.com www.d…

1
Tour Da Yoop, Eh and Building Wealth – Drawing Correlations with James Studinger 35:32

4M ago35:32

35:32

Allow us to introduce James Studinger, a man who believes ‘Wealth is a Choice’, as he shares in his bestseller of the same name. James, a Yooper, has shaped his financial advising approach through his outdoor adventures in Michigan's Upper Peninsula. His experiences, from hiking across the U.P. to conquering Ironman races and climbing Mt. Rainier, …

1
Winning with Fewer Clients and Customized Solutions: Insights from Bruce Berry of Genesis Financial Partners 30:05

4M ago30:05

30:05

Meet Bruce Berry; he’s intentionally not that guy. He’s not the guy who chases every business opportunity. He’s not someone who spends time on LinkedIn prospecting and connecting with potential clients. In fact, he doesn’t even have a LinkedIn account. He believes that fostering a fewer deep, and highly customized client relationships brings greate…

1
NATE MORTON- Five Year Old Neanderthal (The Voice, Cher, Natalie Cole) 1:47:18

4M ago1:47:18

1:47:18

Drummer, Nate Morton, talks about his experience being on the hit NBC show, The Voice. He reminisces about his time at Berklee College of Music and explains how it’s helped him throughout his career. He recalls some of his best musical advice he’s gotten over the years and how important moving to L.A. has been for his music career. www.natemorton.c…

1
Building a Successful Advisory with the Family-First Principle: Anthony Zanetti of Mardin Capital Group 35:55

5M ago35:55

35:55

‘Family First’ is a philosophy many believe in, yet few follow it in their work life. Why? Is it really possible to build a successful business around this philosophy? How about doing it while transitioning from a stable wholesaler career in financial advisory to the independent advisory side? Anthony Zanetti shows us how. On this episode of The Ac…

1
Embracing Community as a Key Differentiator with Randy Cohen, CRPC® 34:45

5M ago34:45

34:45

Discover why community involvement, philanthropy, and doing what’s right clients is at the core of Rany Cohen’s advisory practice. Catch this episode of The Active Advisor podcast, where host Bryan Moore chats with Randy Cohen, Financial Advisor at IHT Wealth Management. Join them as they discuss the world of finance, the importance of active manag…

1
KATIE BOECK- Now I Understand The Assignment (Spring Awakening) 1:17:09

5M ago1:17:09

1:17:09

Singer/Songwriter, Katie Boeck, discusses the struggle to find and protect her artistic voice in a music business that tends toward exploitation. She talks about the making of her album, Calico, and the life events that went into the writing. She pays tribute to her first producer Bobby Williams and explains the lessons she learned from him. Katie …

1
Actionable Tips for Advisors: Stand Out by Improving Online Presence With Matt Kress 36:09

6M ago36:09

36:09

What’s the single most important part of an Advisor’s website and how can you maximize its impact? Why does it matter if we can see your pupils? For answers to these questions and many more actionable tips to improve your website and LinkedIn profile, catch this episode of The Active Advisor. Host Bryan Moore chats with Matt Kress who is actively b…

1
From Music to Becoming a Wealth Advisor: Riffing with Matt Zeigler 47:51

6M ago47:51

47:51

Discover the unconventional journey of Matt Zeigler, Managing Director and Private Wealth Advisor at Sunpointe Investments, as he shares insights on the role of trust, connection, and creativity in wealth advisory. Host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, riffs with Matt as they create a playlist while discussing Matt’s journ…

1
TONY OBROHTA- Cracking Codes (Chicago, LeAnn Rimes) 1:27:08

6M ago1:27:08

1:27:08

Nashville based guitar player, Tony Obrohta, tells his story of getting his current gig as guitar player for the iconic band Chicago. He talks about his struggle to get to music school and then moving to Nashville in the 90s. He explains the tricks to working for artists who don’t agree with you politically and discusses the struggles of working at…

1
From Wall Street to Main Street with Barbara Ginty, CFP®, CEPA®, President of IFS 32:41

7M ago32:41

32:41

Curious what it looks like when you leave a high-paying job on Wall Street to purchase the family business? Why is estate planning a crucial part of the financial planning process? Why is financial services a great career choice for women? Your search ends here; click the link and listen to the podcast. Welcome to another episode of The Active Advi…

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

7M ago35:47

35:47

Do you want to know the power of using AI in investment management and how it can help RIAs attract and retain clients? Are you aware of the importance of creating exceptional investment experiences, and how AI can be used to improve customer service, compliance, and marketing efforts? It’s within your reach: just listen to this podcast. Welcome to…

1
Leaning Into Your Advisory Superpowers: Solutions from Alisa Maute, CIMA®, CAIA℠ 24:29

8M ago24:29

24:29

Do you want to know what separates successful advisors from the rest? Are you ready for insights on growth coaching, technology consulting, and advisor training and development as the foundation for scaling your business? It’s easier than you may think and within your reach! Check out this episode to learn more. Welcome to another episode of The Ac…

1
Fly Your Advisor Freak Flag: The Power of Differentiation with NYT Best-Selling Author, Michael Levin 34:08

8M ago34:08

34:08

Do you want to stand out from other advisors in the industry? Did you know that writing a book or getting one ghostwritten can help build trust with clients? It’s easy and within your reach; just listen to this podcast. Welcome to another episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is …

1
The Best of Active Advisor 2023 36:05

9M ago36:05

36:05

Welcome to this special Best of 2023 episode of The Active Advisor podcast brought to you by Harbor Capital, with your host, Bryan Moore, ETF Capital Markets Expert at Harbor Capital. As the year winds down and the new one is around the corner, let’s spend some time casting the mind back to some of the amazing guests who’ve graced this show and the…

1
Why Doing Nothing Can Also Be Active Investing: A Conversation with Michael Heyman, CFA® of Heyman Investment Counseling 30:33

9M ago30:33

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 …

1
Investing in a Low-Interest Rate Environment: Strategies for Success with Komson Silapachai, CFA® and Partner at Sage Advisory Services 41:21

10M ago41:21

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…

1
Clarity to Take Action: Insights from Sarin Barsoumian, CFP®, CRPC® 28:36

10M ago28:36

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 ad…

1
Monetizing Intuition and Empowering Clients with Bruce Lee, Founder of Keebeck Wealth Management 30:40

11M ago30:40

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 d…

1
Transforming the Human Experience of Money with Brian Portnoy, CFA and Founder of Shaping Wealth 32:03

11M ago32:03

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 topic…

1
RODNEY WIRTZ- Entertaining The Dead (John Legend, Elton John) 1:27:38

12M ago1:27:38

1:27:38

Los Angeles based viola player, Rodney Wirtz, talks about his early troubles with the law and how he used the viola to right his path. He reveals some secrets of playing high pressure movie sessions in L.A. and talks about his multiple income streams. He recalls getting the call to tour with John Legend and the struggles of juggling parenthood and …

1
From the US Army to Capital Markets with Bryan Moore, ETF and Capital Markets Expert at Harbor Capital 26:51

12M ago26:51

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 unl…

1
Writing Your Financial Money Script with Yohance Harrison, BFA™, CRPC®, and CEO at Money Script Wealth Mgmt 53:22

1y ago53:22

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 th…

1
Aligning Personal Growth and Financial Wellbeing for Attaining Self Actualization: Insights from Nicole Middendorf of Prosperwell Financial 35:18

1y ago35:18

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 …

1
A Holistic Approach to Independent Wealth Management: Insights from Tunde Ogunlana of Axial Family Advisors 27:43

1y ago27:43

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 plan…

1
The Human First Approach to Wealth Advisory with Ross Marino, CFP®, CeFT® and Founder and CEO at Advisor2X 31:02

1y ago31:02

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 Weal…

1
Independent Investment and Wealth Advisory: Challenges and Rewards with Bill Dougherty CFA®, CFP® 32:54

1y ago32:54

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 wh…

1
Comprehensive and Independent Wealth Management and Financial Planning with Brian Keenan CFP®, CEO and President of Keenan Financial 44:14

1y ago44:14

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 cut…

1
Time to Pivot to Active Wealth Management with Michael Collins, CFA®, Founder and CEO of WinCap Financial 29:20

1+ y ago29:20

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 …

1
The Future of Wealth Management is Independent and Advisor Centric, with Nate Lenz, Concurrent Advisors 41:25

1+ y ago41:25

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 advis…

1
ERIC BAINES- The Humanness Of It All (Chicago, Dwight Yoakam, Keiko Matsui) 1:22:28

1+ y ago1:22:28

1:22:28

Guest host Gary Grantham, interviews host, Eric Baines. Eric talks about what it’s like to play with the legendary band, Chicago. He discusses his first time playing on stage with them and how it has progressed after a year. He reveals the challenges of the launch of this podcast during the pandemic and where he hopes the show will go in the future…

1
If Your Values are Clear, Your Decisions Become Easy with Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors 34:50

1+ y ago34:50

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, yo…

1
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

1+ y ago39:10

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…

1
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors 19:32

1+ y ago19:32

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…

1
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP 34:26

1+ y ago34:26

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…

1
LILLIANA DE LOS REYES- That’s My Ticket (George Benson, Brian Auger) 1:13:39

1+ y ago1:13:39

1:13:39

Vocalist/percussionist, Lilliana De Los Reyes, recalls getting her first touring gig with the legendary, George Benson, when she was still in college and how she learned to play percussion in 3 weeks to do the audition. She talks about growing up with two parents in the music industry and how that’s helped guide her career. She discusses what it’s …

1
KEIKO MATSUI- Capturing Sparkle 56:00

1+ y ago56:00

56:00

Contemporary jazz pianist, Keiko Matsui, introduces her brand new recording entitled, “Euphoria”. She talks about her extremely unique writing process and her approach to recording her songs. She recalls working with the great, Lalah Hathaway, on a vocal song for the album, something Keiko hasn’t done in years. She remembers some crazy years tourin…

1
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation 48:07

1+ y ago48:07

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…

1
The Active Advisor Trailer 1:00

1+ y ago1:00

1:00

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…

1
The Yacht Rock Show/Bobby Caldwell Tribute 1:24:25

1+ y ago1:24:25

1:24:25

Welcome aboard my friends! On this special Yacht Rock Show podcast we pay tribute to the late great Bobby Caldwell... One of my all time faves! Come sail with us...as Joe & I dive into some deep waters. Bobby's early albums are very yachty...Full of Yachty gems in those waters. Climb aboard the yacht is waiting. --- Support this podcast: https://po…

1
The Yacht Rock Show/Christopher Cross 40Th Anniversary "Another Page" 1:07:43

1+ y ago1:07:43

1:07:43

Welcome back guys! First show of 2023 and we're back with a big bang! Join us as we dive into this Awesome album! "ANOTHER PAGE" The 40Th ANNIVERSARY In a career spanning more than four decades, Christopher Cross has sold over 10 million albums. His music has garnered five Grammys, an Oscar, a Golden Globe, an Emmy nomination and five Top 10 single…

1
JAMISON HOLLISTER- Clawing to Compose (Dwight Yoakam, Lisa Marie Presley, American Idol) 1:18:06

1+ y ago1:18:06

1:18:06

Multi-instrumentalist, Jamison Hollister, talks about his time spent playing with Lisa Marie Presley, her incredible wedding gift to him and his wife, and what it was like to make music with rock royalty. He tells us the secret to learning so many instruments and how he got the gig on the original run of American Idol after just moving to Los Angel…

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