The Active Advisor Titelbild

The Active Advisor

The Active Advisor

Von: Harbor Capital
Jetzt kostenlos hören, ohne Abo

Nur 0,99 € pro Monat für die ersten 3 Monate

Danach 9.95 € pro Monat. Bedingungen gelten.

Über diesen Titel

 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.Copyrights © 2024 All Rights Reserved by Harbor Capital Persönliche Finanzen Politik & Regierungen Ökonomie
Folgen
  • Beyond Investments: Why Client Goals Always Come First with Steve Otten, CFP®, CRPC®

    Beyond Investments: Why Client Goals Always Come First with Steve Otten, CFP®, CRPC®
    Mar 12 2025
    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. They discuss why client goals—not investments—should drive strategy, the benefits of independence, and how experience paired with longevity has the potential to create a competitive edge. Whether you're a financial professional or an investor, this episode offers insights into building meaningful client relationships and navigating the evolving landscape of wealth management.
    Mehr anzeigen Weniger anzeigen
    25 Min.
  • The Willingness to Do More with Jeremiah Dellas

    The Willingness to Do More with Jeremiah Dellas
    Feb 26 2025
    In this episode of the Active Advisor podcast, host Bryan Moore welcomes Jeremiah Dellas, CFP®, CPFA®, and President of Heirloom Wealth Partners, to discuss his journey from humble beginnings to building a thriving financial advisory practice. Jeremiah shares how blending personal passions with strategic community involvement fosters lasting client relationships. He also offers insights on navigating market downturns, the importance of active management, and key strategies for advisors looking to grow their businesses. Whether new or experienced, listeners will gain actionable advice for sustainable success.
    Mehr anzeigen Weniger anzeigen
    28 Min.
  • The Art of Building Client Relationships: Insights from Michael D'Aquila

    The Art of Building Client Relationships: Insights from Michael D'Aquila
    Feb 4 2025
    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. Recognized as one of Forbes' top financial security professionals, Michael shares his journey from early financial influences to co-founding a firm tailored to high-net-worth clients. They discuss mentorship, transitioning to collaborative practice, and adapting to a rapidly evolving industry. Packed with insights, this episode offers inspiration for building meaningful client relationships and mastering financial planning.
    Mehr anzeigen Weniger anzeigen
    41 Min.
Noch keine Rezensionen vorhanden