Podcast appearances and mentions of bryan moore

In this episode of the Active Advisor podcast, host Bryan Moore speaks with Steve Otten, CFP®, CRPC®, and Executive Vice President at Seventy2 Capital Wealth Management, about the transition from wholesaler to independent advisor. They discuss why client goals—not investments—should drive strategy, the benefits of independence, and how experience paired with longevity has the potential to create a competitive edge. Whether you're a financial professional or an investor, this episode offers insights into building meaningful client relationships and navigating the evolving landscape of wealth management.

In this episode of the Active Advisor podcast, host Bryan Moore welcomes Jeremiah Dellas, CFP®, CPFA®, and President of Heirloom Wealth Partners, to discuss his journey from humble beginnings to building a thriving financial advisory practice. Jeremiah shares how blending personal passions with strategic community involvement fosters lasting client relationships. He also offers insights on navigating market downturns, the importance of active management, and key strategies for advisors looking to grow their businesses. Whether new or experienced, listeners will gain actionable advice for sustainable success.

In this episode of the Active Advisor podcast, host Bryan Moore sits down with Michael D'Aquila, Partner and private wealth adviser at Heritage Planning Partners. Recognized as one of Forbes' top financial security professionals, Michael shares his journey from early financial influences to co-founding a firm tailored to high-net-worth clients. They discuss mentorship, transitioning to collaborative practice, and adapting to a rapidly evolving industry. Packed with insights, this episode offers inspiration for building meaningful client relationships and mastering financial planning.

"Did Someone Say Murder?" - a true Who Done It murder mystery will be featured at the Olde Glory Theatre on Friday January 31st, Saturday February 1st and Sunday February 2nd. Director Bryan Moore gives us a brief history of the Olde Glory as it transitioned from church to a popular dinner theatre venue and then we dive into a sneak peak of the show following a plot of eccentric characters, laughs and their plots to murder. Visit the Old Glory website for more information on tickets and upcoming shows:  Olde Glory or call 402-217-2035.

On this episode of The Active Advisor podcast, host Bryan Moore is joined by Mary Schmid, Founder and CEO of Mary Schmid Consulting. Mary is a communication and leadership expert specializing in the neuroscience of conversations. They discuss the art of effective communication and the need to build trust through meaningful interactions. Mary shares insights from her journey and practical strategies to enhance conversational skills. The episode offers valuable takeaways for financial professionals and anyone aiming to deepen connections in both professional and personal relationships.

Welcome back to another engaging episode of the Carolina Cabinet! Today, we're diving deep into several hot topics shaping Cumberland County and beyond. Join Peter Pappas, M. Semone Pemberton, Joshua Goodman, and special co-host Bryan Moore as they unpack various issues, from local school funding challenges to controversial city council votes. We'll start by exploring the eye-opening findings of a consultant's report that estimates the Cumberland County Schools need a staggering $805 million for repairs and improvements. We'll debate the priorities, budgeting strategies, and what this means for taxpayers and students alike. Next, we'll focus on the recent Fayetteville City Council decision, where two council members, including the ever-outspoken Mario Benavente, pushed for deeper police oversight amidst significant opposition. Additionally, we'll touch on the complex situation of wildfires in California, analyzing the roles and responsibilities of local fire departments and the impact of budget cuts on fire safety. Our hosts will share personal anecdotes and discuss the broader societal implications of these fires. Throughout this episode, you'll get a mix of thoughtful insights, lively banter, and a few comedic moments as our team navigates through these pressing issues. So, whether you're tuning in from Fayetteville or beyond, sit back and enjoy an hour of Carolina's smartest talk radio! Remember to like, share, or follow us on Facebook and visit our website at thecarolinacabinet.com to stay updated on all things Carolina Cabinet. Let's get started!

Hosted by Fast Lane Jane Thurmond and Design Muse Theresa Contreras Racing videographer Bryan Moore shares his risk of jumping head first into the filmmaking world and working on iconic shorts such as Gymkhana and RECOIL with BJ Baldwin. Chances are if you are at an off-road race and see a helicopter whiz by filming a Terrible Herbst Motorsports truck, Bryan is behind it. Checkout more of his work @doitforbmoore and @terribleherbstsmotorsports. Recorded at the Marconi Automotive Museum in Tustin, CA. Visit www.marconimuseum.org and follow them at @marconimuseum. Produced by Auto Revolution Auto Revolution produces automotive TV Shows, Podcasts, Promotional Videos, and more. Watch at www.autorevolution.tv and follow @autorevolution Baja Forged Timeless design. Race inspired. BAJA proven! We love looking good driving on and off road.  Baja Forged offers products to be capable when we need them. So we built Baja Forged. Follow Baja Forged at @bajaforged and www.bajaforged.com GTS Customs Corvette specialists, GTS Customs sets the highest standards for custom fab & body work, outrageous paint, complete builds and restomods. Follow GTS Customs at @gtscustoms and www.gtscustoms.com

Hosted by Fast Lane Jane Thurmond and Design Muse Theresa Contreras Racing videographer Bryan Moore shares his risk of jumping head first into the filmmaking world and working on iconic shorts such as Gymkhana and RECOIL with BJ Baldwin. Chances are if you are at an off-road race and see a helicopter whiz by filming a Terrible Herbst Motorsports truck, Bryan is behind it. Checkout more of his work @doitforbmoore and @terribleherbstsmotorsports. Recorded at the Marconi Automotive Museum in Tustin, CA. Visit www.marconimuseum.org and follow them at @marconimuseum. Produced by Auto Revolution Auto Revolution produces automotive TV Shows, Podcasts, Promotional Videos, and more. Watch at www.autorevolution.tv and follow @autorevolution Baja Forged Timeless design. Race inspired. BAJA proven! We love looking good driving on and off road.  Baja Forged offers products to be capable when we need them. So we built Baja Forged. Follow Baja Forged at @bajaforged and www.bajaforged.com GTS Customs Corvette specialists, GTS Customs sets the highest standards for custom fab & body work, outrageous paint, complete builds and restomods. Follow GTS Customs at @gtscustoms and www.gtscustoms.com

Welcome to another episode of "The Carolina Cabinet," your homegrown conservative talk show airing on WFAY 100.1 and WMRV 106.5. In today's episode, hosts Peter Pappas, Carrie Jackson, Bryan Moore, and Joshua Goodman dive into some critical and timely topics. We'll begin by discussing recent violent incidents in New York and the troubling apathy of bystanders. Our conversation will explore deeper societal concerns around evil and apathy, referencing notable psychological studies. We'll also spotlight the honorable legacy of former President Jimmy Carter, reflecting on his character, work ethic, and how he continued to make an impact long after his presidency. Pastor Joshua Goodman joins us to infuse positive news amidst these discussions while co-hosts share insights on planning versus resolutions as we start the new year. Additionally, we'll tackle political dynamics, including the process of filling vacant government seats and the importance of integrity in our local leaders. We'll debate modern high school education's effectiveness in preparing students for practical careers, with some proposing more emphasis on trade skills. Our discussion extends to current global political changes, including the resignation of the Canadian Prime Minister and reflections on American patriotism. We also delve into the essence of respecting constitutional processes and the importance of civic engagement. Join us for a dynamic, thought-provoking conversation from personal anecdotes to national concerns. Stick around until the end for tips on effective planning and goal setting for the new year. Don't forget to follow us on social media and check out past episodes on Apple, Spotify, Google, or our website, thecarolinacabinet.com. This is "The Carolina Cabinet," where your voice matters in Eastern North Carolina.

On this episode of The Active Advisor podcast, host Bryan Moore chats with Madison Broyles, Executive Vice President at Astra Wealth Management. Madison shares her unique approach to serving NIL athletes, influencers, and young professionals through personalized financial planning and innovative tools. She also opens up about her challenges as a woman in wealth management and her mission to create a more inclusive and supportive environment.

Welcome back to another insightful episode of the Carolina Cabinet! Today, our host, Peter Pappas, and co-hosts Joshua Goodman, Shamike Bethea, and M. Semone Pemberton are joined by special co-host Bryan Moore to tackle various engaging topics. From festive reflections on holiday parties and personal gym memberships to serious critiques of local GOP leadership and school administration challenges, this episode promises a mix of humor, heartfelt stories, and thought-provoking discourse. The conversation extends to pivotal local political issues, school athletics, and a candid look at the evolving leadership within the Cumberland County GOP. Stay tuned as we explore the importance of unity, effective leadership, and community engagement, all wrapped in the festive spirit of the season. Grab your favorite holiday drink and join us for a memorable Carolina Cabinet episode!

On this episode of The Active Advisor podcast, host Bryan Moore chats with Dr. James Flanagan, PhD, President of Bentron Financial Group Inc., and Jigar Dosh, CRPC® and Financial Planner at Bentron. Join them as they discuss their professional journeys, the importance of active management, and personalized, purpose-driven retirement planning to empower clients.

Welcome to another engaging episode of "Carolina Cabinet," the region's homegrown conservative talk radio show. Today, Peter Pappas and co-hosts Carrie Jackson, Pastor Joshua Goodman, and special co-host Bryan Moore are joined by Christina Aragues from Texas for a lively discussion. We'll delve into a wide array of topics, starting with the latest government appointments, such as Laura Chavez Deremer as Secretary of Labor and Tulsi Gabbard as Director of National Intelligence. We also touch on Tulsi's intriguing political journey and her active service at Fort Bragg. In the spirit of the Advent season, Pastor Joshua Goodman shares a "Good News" segment focused on love as a choice, complemented by biblical scripture. We'll reflect on Thanksgiving celebrations and upcoming events in the church community, and explore the lighter side of the holidays with humorous banter about cooking turkeys and Black Friday shopping experiences. Stay tuned as we tackle controversial topics, including Hunter Biden's pardon and the implications of such decisions, as well as a thought-provoking discussion on the weaponization of the legal system, the influence of propaganda, and the role of AI in spreading misinformation. This episode is packed with diverse perspectives and spirited discussions, perfect for those seeking to navigate today's complex political landscape. Don't miss out on what promises to be an enlightening and entertaining conversation. Remember, we love to hear from our audience—join the conversation on Facebook and find more episodes at thecarolinacabinet.com. Let's dive in!

Welcome to another enlightening episode of "Carolina Cabinet" on WFAY 100.1 and WMRV 106.5.  Today's episode features our dynamic panel, including Peter Pappas, M. Semone Pemberton, Carrie Jackson, and special co-host Bryan Moore. Join us as a Special Guest, Yenis Parton, describes her upcoming "Festival Latino" and all the events and opportunities available to the Hispanic and Latinx communities of Cumberland County and surrounding areas.   We'll also discuss community events like the Dickens Holiday and a Terry Sanford High School fundraiser while reflecting on post-election transitions and new voting laws.  We explore the value of trade education amidst the rise of AI. Our hosts will discuss personal holiday plans, cultural traditions, and upcoming education and state politics topics. Tune in for a mix of festive cheer, insightful conversations, and heartfelt community stories on "Carolina Cabinet!" 

On this episode of The Active Advisor podcast, host Bryan Moore chats with Phil Buchanan, Executive Chairman of Cannon Financial Institute. Phil explores key strategies for advisors who are looking to dial up their client conversations. He discusses daily challenges for advisors, actionable tips to have deeper and more meaningful conversations, and building successful practice management strategies.

Welcome back to the Carolina Cabinet, your go-to source for the latest in conservative talk here in Eastern North Carolina. In today's episode, special co-host Bryan Moore joins Peter Pappas and Joshua Goodman as we dive into heated debates and engaging discussions with our panel of guests, including Carrie Jackson, Shamike Bethea, and J. Antoine Miner. Shamike Bethea will explore the importance of children's welfare and local political involvement, sharing insights on innovative campaign strategies and public dissatisfaction with the school board and its policies. You'll also hear firsthand accounts of local election dynamics, including Bryan Moore's recent campaign journey and his efforts to build Republican unity in traditionally Democratic strongholds. Our panel will address voter turnout issues, school board representation, and internal conflicts within the GOP, leaving no stone unturned. Additionally, we'll discuss lighter topics, from holiday plans to a note of gratitude and community engagement. Tune in for an in-depth look at the local political landscape and more right here on the Carolina Cabinet.

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.

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.

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.

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.

Recapping the first two weeks of the season and a look ahead of the upcoming matchup Friday night against cross town Rival Auburn High. --- Support this podcast: https://podcasters.spotify.com/pod/show/vujadesports/support

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”.

Welcome to "Carolina Cabinet," the show where we explore the issues that matter most to our community through a conservative lens. In today's episode, your hosts Joshua Goodman, Peter Pappas, Semone Pemberton, and Carrie Jackson are joined by special guest Bryan Moore, who is making waves with his candidacy for the school board. Tune in as we delve into Bryan's motivations for running, driven by his passion for improving athletics, vocational training, and overall support within our public schools. We'll discuss his fresh ideas, aiming to tackle issues like school funding, teacher support, and the importance of practical life skills education. Alongside our discussion on Bryan's campaign, we'll also touch on community initiatives like the United Ways' ambitious food distribution event and the upcoming 9th annual Man 22 suicide awareness event. With personal stories and some light-hearted exchanges, today's episode offers a comprehensive view of how local leadership can make a significant impact. Don't miss this insightful conversation on "Carolina Cabinet" as we uncover Bryan Moore's vision for a better future in education.

Don't miss this exclusive look at this years Bulldogs team, as we sit down with Coach Moore. --- Support this podcast: https://podcasters.spotify.com/pod/show/vujadesports/support

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.

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.

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

Produced on the ground at the Consumer Electronics Show in Las Vegas, Variety's Cynthia Littleton and Todd Spangler and Variety Intelligence Platform's Andrew Wallenstein and Audrey Schomer analyze the trends, rumors and surprises that emerged during the tech industry's annual gathering. Also, highlights from Variety Entertainment Summit conversations with Roku's Charlie Collier, TikTok creator Leenda Dong, Reddit CEO Steve Huffman, TalkShopLive's Bryan Moore and more. See omnystudio.com/listener for privacy information.

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.