The Active Advisor Podcast
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.
Aligning Personal Growth and Financial Wellbeing for Attaining Self Actualization
A Holistic Approach to Independent Wealth Management: Insights from Tunde Ogunlana of Axial Family Advisors
The Human First Approach to Wealth Advisory with Ross Marino, CFP®, CeFT® and Founder and CEO at Advisor2X
Independent Investment and Wealth Advisory: Challenges and Rewards with Bill Dougherty CFA®, CFP®
Comprehensive and Independent Wealth Management and Financial Planning with Brian Keenan CFP®
Time to Pivot to Active Wealth Management with Michael Collins, CFA®, Founder and CEO of WinCap Financial
The Future of Wealth Management is Independent and Advisor-Centric, with Nate Lenz, Concurrent Advisors
If Your Values are Clear, Your Decisions Become Easy with Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
A Look Behind the Curtain at an Independent Wealth Management Company with Patrick Huang, CAIA, Director of Investments at Source Financial Advisors
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
This material is for informational purposes and is not intended to be relied upon as a forecast, research, investment advice, and is not a recommendation, offer, or solicitation to buy or sell any securities or adopt any investment strategy. The opinions expressed are as of date provided and subject to change. The opinions expressed by the speakers do not necessarily represent the views of Harbor Capital Advisors, Inc. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Harbor Capital Advisors, Inc. to be reliable, are not necessarily all-inclusive, and are not guaranteed as to accuracy. This material may contain forward-looking information that is not purely historical in nature. Such information may include, among other things, projections and forecasts. There is no guarantee that any of these views will come to pass. This material may not be representative of the experience of other individuals. Reliance upon information in this material is at the sole discretion of the viewer. This material is not legal, tax, or accounting advice. Please consult with qualified professionals for this type of advice.