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On this episode of The Active Advisor podcast, guest host Rebecca Muse-Orlinoff is joined by Bill Cates of Referral Coach International. Bill explores effective referral strategies for financial advisors, the evolving landscape of client acquisition, and the key principles of "relationship marketing."
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On this episode of The Active Advisor podcast, host Bryan Moore chats with Benjamin Westney, SVP of Wealth Management at World Investment Advisors. Benjamin shares his fascinating journey from professional cellist to financial advisor, as well as insights into the nuances of client-advisor relationships, the challenges of 401k plans, and the evolving landscape of wealth management.
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On this episode of The Active Advisor podcast, host Bryan Moore chats with best-selling author, Paul McManus. Bryan and Paul discuss storytelling and its transformative role in the financial advisory sector, building trust and credibility with clients through authorship, and Paul’s short book formula for becoming an author.
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On this episode of The Active Advisor podcast, host Bryan Moore chats with Jason Archambault, CFP, CPA/PFS, and Matthew Neyland, CFA, CAIA, of SKWealth Management. Jason and Matthew discuss their integrated approach to wealth management and financial planning, as they share insights on investment management, client goals, and the importance of a holistic perspective.
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On this episode of The Active Advisor podcast, host Bryan Moore chats with Brett Danko, CFP®, and Ted Durkin, Main Street Financial Solutions. Brett and Ted explore how Main Street's client-centric approach has made a positive impact on clients' lives, emphasize the importance of finding the right kind of advisors, and discuss their take on active management.
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On this episode of The Active Advisor podcast, host Bryan Moore chats with Philip Chao, CFP®, founder of Experiential Wealth. Having started Experiential Wealth in 1992, Philip emphasizes his mission to advocate for his clients and the importance of remaining fiercely independent in a changing industry. He explores his passion for the fiduciary standard and serving in various fiduciary capacities, as well as the qualities that make a good advisor. Philip also discusses his views on the “next American renaissance”.
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On this episode of The Active Advisor podcast, host Bryan Moore chats with Brian J. Probst, CFP®, CRPC®, Vice President of Wealth Management at Raymond James. Brian brings a wealth of experience to the show, and explains why dedication to clients is everything, saying “that's what we get up every day to do”. Don’t miss Brian’s take on the role of technology in financial planning process and client experience. Bryan and Brian also dive into why the term ‘retirement’ could use a rethink, and discuss the reasons why flexibility is what most clients are pursuing when they plan for retirement.
At Raymond James, Brian works with a wide range of clients throughout the United States who have accumulated wealth in corporate, family business, and individual assets. Brian has in-depth knowledge of a variety of important issues and strategies surrounding retirement planning, such as retirement income, employer-sponsored retirement plans and retirement cash flow.
Branch address (27 S. Squirrel Rd., Suite 200, Auburn Hills. MI 48326), phone number (248-276-2810), Associates involved and their full name and approved Title (Brian J. Probst, CFP®, CRPC®, Vice President, Wealth Management) and the following disclosures: Raymond James is not affiliated with and does not endorse the opinions or services of Harbor Capital. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Any opinions are those of the speakers, and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. Every investor’s situation is unique, and you should consider your investment goals, risk tolerance and time horizon before making any investment. Investing involve risk and you may incur a profit or loss regardless of strategy selected. Be sure to contact your financial advisor regarding your particular situation before making any investment or withdrawal decision.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. -
On this episode of The Active Advisor podcast, host Bryan Moore chats with Austin Lane, CFP®, Founder and President of Greenwing Wealth Management. Join them as they discuss the importance of building genuine and authentic client relationships, Austin’s outside the box approach to marketing and client engagement, and the value of a holistic approach that goes beyond merely minimizing costs.
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On this episode of The Active Advisor podcast, host Bryan Moore chats with Erold Merko, CRPC®, Senior Vice President, Wealth Management at Tenured Wealth Management. Join them as they discuss educating clients about different investment options and strategies, the four pillars of wealth management, and Erold’s journey from communist Albania to managing a billion-dollar practice.
Erold Merko is a Chartered Retirement Planning Counselor™ with over 15 years of experience in the financial services industry. He is a tenured financial advisor who provides comprehensive, sophisticated plans that guide clients in their pursuit of financial independence. Erold and his team understand the value of their clients’ hard work and are dedicated to cultivating and preserving their wealth and legacies. Erold joined Raymond James in 2021. Previously, he was a senior wealth management advisor with the Teachers Insurance and Annuity Association (TIAA) for over nine years. At TIAA, he led a team of four investment professionals managing a portfolio of clients with over $1.2 billion in assets. Prior to joining TIAA, he was a retirement consultant with Freedom One Financial Group. -
On this episode of The Active Advisor podcast, host Bryan Moore chats with Bradford Vannelli, CRPC®, Partner and Wealth Advisor at Transcend Capital Advisors. Join them as they discuss how Bradford has overcome unexpected challenges as an independent advisor, the benefits of independence, active management, and alternative investments for the “millionaire next door.”
Bradford Vannelli is a Partner and Wealth Advisor at Transcend Capital Advisors. Prior to joining Transcend, Bradford served as a Wealth Advisor, Senior Vice President at UBS Wealth Management. Prior to UBS, Bradford spent 13 years as a Vice President, Financial Advisor at Merrill Lynch. For over two decades, he has helped individuals, families and business owners with goal planning, cash management, lending and investment management. He holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning. -
Let’s say hello to Evan Pawloski, AIF®. Here’s how Evan describes what he does: “I create World-Class 401(k) Plans for employers who want to hire and retain the Hardest-Working Men and Women in Michigan. Every employee deserves a path to become a Millionaire, and my team and I coach 401(k) participants to this goal every day.”
On this episode of The Active Advisor podcast, host Bryan Moore chats with Evan Pawloski, AIF®, Senior Partner and Plan Advisor at Michigan 401(k) Advisors. Join them as they discuss the importance of selecting the right 401(k) advisor and the challenges companies face when they don't put in the work upfront. Evan emphasizes the importance of focusing on the basics and doing the necessary work to ensure the success of retirement plans.
Evan shares his career journey and highlights the need for advisors to specialize in either 401(k) plans or wealth management. The conversation also touches on factors to consider when selecting a 401(k) advisor, such as investment and education policy statements. Evan predicts a shift towards more automation in the retirement space but believes the human element will always be necessary. -
Forbes recognized Thomas Fautrel as a 2018 and 2019 Top Next-Gen Wealth Advisor, and in 2021-2024, Thomas was featured on the Forbes Best-In-State Wealth Advisors list. Before founding Seventy2 Capital, Thomas served as a Senior Vice President with Morgan Stanley Wealth Management and an Assistant Vice President with Merrill Lynch & Co. He began his career as a financial advisor with A.G. Edwards.
On this episode of The Active Advisor podcast, host Bryan Moore chats with Thomas Fautrel, President and Co-Founder of Seventy2 Capital Wealth Management. Join Bryan and Thomas as they discuss the topic of going independent as a financial advisor. They delve into the benefits, struggles, and future plans of being an independent advisor. Thomas, the President and Co-Founder of Seventy2 Capital Wealth Management, shares his expertise and journey to becoming a successful independent advisor and business owner. -
Allow us to introduce James Studinger, a man who believes ‘Wealth is a Choice’, as he shares in his bestseller of the same name. James, a Yooper, has shaped his financial advising approach through his outdoor adventures in Michigan's Upper Peninsula. His experiences, from hiking across the U.P. to conquering Ironman races and climbing Mt. Rainier, have instilled in him a philosophy of meticulous planning, balanced strategy, and a relentless pursuit of excellence.
On this episode of The Active Advisor podcast, host Bryan Moore chats with James Studinger, Owner of JPStudinger Group, about his big three investment strategies for building wealth. Spoiler alert: James is a firm believer in active management of his investments and a fan of Roth Savings over pre-tax contributions because taxes are set to rise. -
Meet Bruce Berry; he’s intentionally not that guy. He’s not the guy who chases every business opportunity. He’s not someone who spends time on LinkedIn prospecting and connecting with potential clients. In fact, he doesn’t even have a LinkedIn account. He believes that fostering a fewer deep, and highly customized client relationships brings greater long-term value than managing mediocre relationships with many clients. 100% of his new business growth comes from referrals. Meet Bruce Berry, the founder of Genesis Financial Partners.
On this episode of The Active Advisor podcast, host Bryan Moore chats with Bruce about the world of active management and its potential effectiveness in beating the index. Discover how Bruce's customized approach to financial advisory and focus on building strong relationships has had a positive impact on his clients' lives. Gain valuable insights on managing money through a highly customized lens and how to select a broker dealer that works for you. -
‘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.
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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.
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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
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