Listen to The Active Advisor podcast

Beyond Investments: Why Client Goals Always Come First with Steve Otten, CFP®, CRPC®	The Active Advisor	24:50
The Willingness to Do More with Jeremiah Dellas	The Active Advisor	27:51
The Art of Building Client Relationships: Insights from Michael D'Aquila	The Active Advisor	40:44
The Neuroscience of Conversations with Mary Schmid	The Active Advisor	44:51
Advising Influencers, NIL Athletes, and Women with Madison Broyles	The Active Advisor	37:28
Personal, Practical, and Proactive Client Service with Dr. James Flanagan and Jigar Doshi	The Active Advisor	27:42
Dialing Up Your Client Conversations with Phil Buchanan	The Active Advisor	30:55
Strategies for Client Referrals with Bill Cates	The Active Advisor	37:32
Professional Cellist to Advisor with Benjamin Westney, CFP®, MBA	The Active Advisor	30:04
Accelerating the Speed of Trust through Authorship with Paul McManus	The Active Advisor	28:54
The Integrated Financial Advantage with Jason Archambault & Matthew Neyland	The Active Advisor	36:23
Leading with a Client-First Mentality – End of Story, with Brett Danko, CFP®, and Ted Durkin	The Active Advisor	48:13
30+ Years as an Independent and Fiduciary Steward with Philip S. L. Chao, CFP®	The Active Advisor	47:03
Serving Clients Through Life’s Journey with Brian Probst, CFP®, CRPC®	The Active Advisor	23:31
Building Genuine and Authentic Relationships and Having Fun Doing It with Austin Lane	The Active Advisor	45:39
From Communist Albania to Managing a Billion-Dollar Practice with Erold Merko	The Active Advisor	28:30
Turning Financial Chaos into Organization with Bradford S. Vannelli, CRPC®	The Active Advisor	36:33
Blocking & Tackling as a 401(k) Plan Advisor with Evan Pawloski, AIF®	The Active Advisor	34:19
How to Protect, Grow, and Monetize Your Asset with Thomas Fautrel	The Active Advisor	26:25
Tour Da Yoop, Eh and Building Wealth – Drawing Correlations with James Studinger	The Active Advisor	35:32
Winning with Fewer Clients and Customized Solutions: Insights from Bruce Berry of Genesis Financial Partners	The Active Advisor	30:05
Building a Successful Advisory with the Family-First Principle: Anthony Zanetti of Mardin Capital Group	The Active Advisor	35:55
Embracing Community as a Key Differentiator with Randy Cohen, CRPC®	The Active Advisor	34:45
Actionable Tips for Advisors: Stand Out by Improving Online Presence With Matt Kress	The Active Advisor	36:09
From Music to Becoming a Wealth Advisor: Riffing with Matt Zeigler	The Active Advisor	47:51
From Wall Street to Main Street with Barbara Ginty, CFP®, CEPA®, President of IFS	The Active Advisor	32:41
Specialization and Success in Investment Management: Insights from David Marra, Co-Founder of Markin Asset Management	The Active Advisor	35:47
Leaning Into Your Advisory Superpowers: Solutions from Alisa Maute, CIMA®, CAIA℠	The Active Advisor	24:29
Fly Your Advisor Freak Flag: The Power of Differentiation with NYT Best-Selling Author, Michael Levin	The Active Advisor	34:08
The Best of Active Advisor 2023	The Active Advisor	36:05
Why Doing Nothing Can Also Be Active Investing: A Conversation with Michael Heyman, CFA® of Heyman Investment Counseling	The Active Advisor	30:33
Investing in a Low-Interest Rate Environment: Strategies for Success with Komson Silapachai, CFA® and Partner at Sage Advisory Services	The Active Advisor	41:21
Clarity to Take Action: Insights from Sarin Barsoumian, CFP®, CRPC®	The Active Advisor	28:36
Monetizing Intuition and Empowering Clients with Bruce Lee, Founder of Keebeck Wealth Management	The Active Advisor	30:40
Transforming the Human Experience of Money with Brian Portnoy, CFA and Founder of Shaping Wealth	The Active Advisor	32:03
From the US Army to Capital Markets with Bryan Moore, ETF and Capital Markets Expert at Harbor Capital	The Active Advisor	26:51
Writing Your Financial Money Script with Yohance Harrison, BFA™, CRPC®, and CEO at Money Script Wealth Mgmt	The Active Advisor	53:22
Aligning Personal Growth and Financial Wellbeing for Attaining Self Actualization: Insights from Nicole Middendorf of Prosperwell Financial	The Active Advisor	35:18
A Holistic Approach to Independent Wealth Management: Insights from Tunde Ogunlana of Axial Family Advisors	The Active Advisor	27:43
The Human First Approach to Wealth Advisory with Ross Marino, CFP®, CeFT® and Founder and CEO at Advisor2X	The Active Advisor	31:02

Beyond Investments: Why Client Goals Always Come First with Steve Otten, CFP®, CRPC®

The Active Advisor

24:50

The Willingness to Do More with Jeremiah Dellas

The Active Advisor

27:51

The Art of Building Client Relationships: Insights from Michael D'Aquila

The Active Advisor

40:44

The Neuroscience of Conversations with Mary Schmid

The Active Advisor

44:51