‘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 Active Advisor podcast, host Bryan Moore chats with Anthony Zanetti, Partner and Financial Consultant at Mardin Capital Group, a wealth management firm based out of Portsmouth, New Hampshire. Join us as we learn how to build a successful advisory around the ‘Family First’ principle and adapt to the shift from a high-paying wholesaler job to an independent advisor. Anthony discusses different touchpoints related to retirement planning and financial advising. We cover the importance of keeping up to date with new software, the challenges of building trust with clients, and the benefits of active management in the industry. Anthony also shares his unique perspective and experiences, offering valuable insights to listeners.

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 management, and why keeping your hands on the wheel matters.

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 building innovative growth strategies using AI for mid-market enterprises. Bryan and Matt discuss the importance of optimizing an advisor's online presence, specifically focusing on their website and LinkedIn profile. They highlight the need for advisors to differentiate themselves through uncommon commonalities and how to provide valuable content to prospects.

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 advisory. Host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, explores topics ranging from the impact of being unlucky early in one's career to the parallels between an advisor's role and that of a music producer. Join the conversation on The Active Advisor podcast and learn how Springsteen's "Money for Nothing" influenced Matt's investment philosophy.

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 Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Barbara Ginty, CFP®, CEPA®, and President of Independent Financial Services.

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 another episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by David Marra, Co-Founder and Head of Portfolio Management at Markin Asset Management. David has a unique understanding of how investment management can be a secret weapon for transforming RIAs and driving their business growth to new heights. In this episode, David reveals: -The potential of AI to revolutionize global growth and the investment industry -Ways RIAs can use AI to improve their practices -The importance of marrying AI with traditional economic and financial principles -Why RIAs should focus on their areas of expertise and find specialized partners to handle other functions

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 Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Alisa Maute, CIMA®, CAIA℠ , and EVP of Advisor Growth Solutions at LPL Financial. Alisa shares her wealth of experience in the financial services industry and her advocacy for women in finance. Some highlights from the episode: -Leaning into your superpowers as an independent advisor -The broken rung for women climbing the financial ladder -6 key characteristics of high-performing advisors

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 joined by Michael Levin, the New York Times Best-Selling Author, prolific ghostwriter, and CEO of AdvisorGhost. Michael’s company plans, ghostwrites, publishes, distributes, and markets books written for financial advisors, wealth managers, and insurance professionals as marketing, thought leadership, and sales tools. Michael shares insights on: -How telling your story can help define and attract your target audience -How to monetize your book by making it front and center -Writing a book with limited time and resources -Best-selling author vs. best-earning author -Why independent publishing is the way to go, hands down, for advisors

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 wonderful insights they shared. From earliest money memories to setting up an advisory practice, the best advice for advisors, and viewing active investing from different lenses, this episode has you covered!

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. Michael discusses: -How self-awareness can lead to better financial decisions -Advantages of short-term problems for long-term investors -How to talk to clients about market volatility -Tips to overcome investment anxiety

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 memory of money - The process of building a portfolio - The tone and theme of conversations with advisors - Notes from the desk: Sage’s weekly market commentary - Why active and passive are made up categories

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 advisor -Establishing three buckets of work to get clients to take action -Building multigenerational client relationships -Diversity and inclusion – women in finance

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. Bruce has over three decades of experience in finance and has been named among the top financial advisors by both Barron’s and the Financial Times. Join us as we discuss the following topics: -Monetizing intuition and how it plays into volatility -The concept of investment vertebrae in diversification -Advice for advisors considering going independent -Lessons learned through going independent

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. He is also the founder of Shaping Wealth, an applied behavioral finance coaching and content platform serving the global wealth and investment industries. Join us as we discuss the following topics: -The difference between being rich and wealthy -Holistic wellbeing vs. portfolio outperformance -The only two questions that matter in client conversations -How to adapt to the evolution of changing advisor - client relationships -Building human-centric wealth cultures -Emotional intelligence and why it matters

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. They dive into Bryan's journey from the US Army to capital markets, the role of a capital markets expert, strategic approaches to product development, and key insights from The Active Advisor podcast.

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. 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 Morgan Stanley in 2003 to run her own wealth management firm, Prosperwell Financial. Nicole is the author of five books, a world traveler, a philanthropist, and an accomplished public speaker. Join us as we discuss different touch points around finance, including: How to achieve the “wow experience” for your clients How does the Certified Divorce Financial Analyst certification differentiate Nicole’s practice Statistics say 1 in 3 people are happy, learn how Nicole beats these odds Finding the balance between customization and standardization in investment management Nicole’s passion for diversity in the financial workspace How to leverage LinkedIn to grow your brand, philosophy, and culture Whether wealthy single women are an underserved segment in wealth advisory Nicole’s philosophy on active management

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 planner and advisor. He founded Axial Family Advisors in 2015 after being employed by one of the world’s largest financial services firms. Tunde has been passionate about community and non-profit involvement since the start of his career in 2001 and currently serves on the board of Governors for the Museum of Art Ft. Lauderdale. Join us for a fascinating conversation where we cover the following touchpoints: The role of humility in building a business Building generational wealth Defining the ideal customer profile Advice for setting up your practice Key skills for advisors Active vs. passive management

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 Wealth Partners, a fee-only financial planning firm specializing in human-first financial guidance ™. Join us for a fascinating conversation where we cover the following touchpoints: Four questions to truly understand and connect with clients The role that emotions play in building trust and closing business Foundational shift happening in financial planning Must have skills to be a successful advisor Why the future starts today

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 when to add resources as an independent advisor How being an independent fiduciary adds value for clients A simple formula for achieving financial independence Common traits among successful advisors

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 cuts across key wealth management and financial services touchpoints, including: The unique value proposition of providing comprehensive financial services The value of personalized service The role of empathy in advisory services Advice for advisors planning to go independent Whether Brian’s investment philosophy is active, passive, or a mix of the two

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 across key touchpoints in wealth management including: Michael’s journey to founding WinCap Financial A contrarian investment philosophy to seek high returns How using Chat GPT can drive efficiencies in the financial advisory space How to build your book of business through digital marketing Key skills for financial advisors How active management and quality stock selection can drive success Long Summary (Website Landing Page) : 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 across key touchpoints in wealth management including: Michael’s journey to founding WinCap Financial A contrarian investment philosophy to seek high returns How using Chat GPT can drive efficiencies in the financial advisory space How to build your book of business through digital marketing Key skills for financial advisors How active management and quality stock selection can drive success

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 advisors with the independence, control, and flexibility they need to better care for their clients. The conversation cuts across multiple independent wealth management and investment planning touchpoints, including: The benefits of outsourcing middle- and back-office support The Advisor-centric future of the industry Why Concurrent believes in looking for lemons Core investment beliefs Gaps in training programs to develop advisors and how to develop talent internally The shift from passive to active management

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, your decisions are easy Building relationships while growing the client’s portfolio Helping clients cut through the noise from financial media outlets Advice for budding financial advisors Active vs. passive investing

In this episode of The Active Advisor podcast, host Bryan Moore, ETF Capital Markets 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 investment planning touchpoints, including: The primary value offering at Source Financial Advisors Patrick’s investment philosophy How investment strategies evolve in a dynamic economic environment The advantages offered by going independent Advice for consultants pivoting from a wirehouse to an independent advisor

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 they discuss: Benefits of independent wealth management companies The client persona at PSWA Key attributes of successful financial planners Tips for financial planners wanting to go independent Share advice for upcoming financial management professionals

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, industry trends over a four-five year horizon, 1031 exchange, investment strategies, and Aaron's passion for coding. Join them as they: Discuss the role of an end-to-end investment service provider Share ideas on the future horizons of the industry Look at Aaron’s three most significant learning in his career Discuss 1031 exchange and its relevance in today’s macro environment Share Aaron’s secret sauce for identifying macro trends and themes

In this first 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 in the financial markets, the relevance of active investment management, and understanding and meeting clients' financial and emotional needs. Frank also shares real-world tips for up-and-coming investment professionals. Join them as they: Discuss ways to stay on top of the financial markets Share ideas on using social media to build your brand and scale an investment business Look at the rising popularity of Exchange Traded Funds (ETFs) Discuss the relevance of active management in the current environment Share real-world tips for up-and-coming investment professionals

It’s time to get active with The Active Advisor podcast, brought to you by Harbor Capital!