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

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 Harrison has a 22-year career in financial advisory and management, and after a decade in corporate America, he departed to start his own firm, Money Script Wealth Management. He is passionate about financial literacy and provides financial education courses for colleges and organizations across the United States. Join us as we discuss different touch points around wealth management, including: The concept behind the money script How the BFA has transformed client interactions and improved the bottom line The smart money management philosophy Growing your book of business solely through referrals Building an authentic brand How to build and evaluate your tech stack as an independent advisor

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 the United States.

Join us as we discuss different touch points around wealth management, including:

The concept behind the money script
How the BFA has transformed client interactions and improved the bottom line
The smart money management philosophy
Growing your book of business solely through referrals
Building an authentic brand
How to build and evaluate your tech stack as an independent advisor

Yohance Harrison has a 22-year career in financial advisory and management and after a decade in corporate America, he departed to start his own firm, Money Script Wealth Management. Yohance holds a Series 65 & 66 Securities License, is a Chartered Retirement Planning Counselor (CRPC®), and a Behavioral Financial Analyst (BFA™). He also holds multiple board positions at other organizations across the country.

Guest Details:

Yohance Harrison on LinkedIn
MoneyScript Wealth Management website

Harbor Capital Details:

Harbor Capital Website
Harbor Capital on LinkedIn
Harbor Capital on Youtube
Harbor Capital on Twitter
Host Bryan Moore on LinkedIn

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

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