AI in Practice
Improving RIA Operations and Compliance with David Marra, Managing Director and CIO at Markin Asset ManagementFebruary 21, 2024
Interested in understanding 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? Listen to this episode to learn more!
Leaning Into Your Advisory Superpowers: Solutions from Alisa Maute, CIMA®, CAIA℠February 06, 2024
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.
Fly Your Advisor Freak Flag: The Power of Differentiation with NYT Best-Selling Author, Michael LevinJanuary 23, 2024
Welcome to another episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Michael Levin, the New York Times Best-Selling Author, prolific ghostwriter, and CEO of AdvisorGhost.
Why Doing Nothing Can Also Be Active Investing: A Conversation with Michael Heyman, CFA® of Heyman Investment CounselingDecember 12, 2023
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.