Shows
UpsideUpside #34 - Filthy Food, AI Jesus, 7pm Bryan and Startup Spies.Hosts: Dan, Lomax (Outsized), Andrew J Scott (7%), Mads (SuperSeed VC) Runtime: ~48 minutes Topic: Markets, M&A, AI mayhem, longevity hype, startup espionage — and a little bit of Bryan Johnson's bedtime routine.🔍 This Week on Upside:We’re going full spectrum this week: markets moving, EVs charging faster than ever, biblical-level AI revelations, Google splashing the cash, and even MI5 making a guest appearance (kind of). The crew breaks down what’s really happening in European tech and beyond.💸 Markets CornerKlarna Files for IPO – Ta...2025-03-2248 min
The Active AdvisorBeyond Investments: Why Client Goals Always Come First with Steve Otten, CFP®, CRPC®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. Join them as they discuss: Navigating the transition from wholesaling to financial advisory Combining Independence with Institutional SupportClient-Centric Philosophy: Letting Goals Drive Investment DecisionsWhy Grey Hairs Matter: Experienced Yet Here for the Long HaulPerspectives from being a younger-than-average advisorActive Management: Adapting to Life's Non-Linear NatureSteve Otten is an Executive Vice President at Seventy2 Capital, where he focuses on assisting clients in planni...2025-03-1224 min
The Active AdvisorThe Willingness to Do More with Jeremiah DellasIn this episode of the Active Advisor podcast, host Bryan Moore welcomes Jeremiah Dellas, CFP®, CPFA®, and President of Heirloom Wealth Partners. Join them as they discuss: Early Money Memories: Growing Up in a Single-Parent HouseholdThe Path to Financial Advisory: From Steel Company to Northwestern MutualBuilding From Zero: Overcoming Challenges in the IndustryAuthentic Marketing: Combining Family, Passions & Business GrowthAdvice for New Advisors: Outwork & OutlastActive Management Philosophy: A Hybrid ApproachJeremiah Dellas is a financial advisor based in St. Louis, Missouri, and the President of Heirloom Wealth Partners. With experience at firms like Fifth Third Securities, Waddell & Reed, and STL...2025-02-2627 min
The Active AdvisorThe Art of Building Client Relationships: Insights from Michael D'AquilaIn 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.Join them as they discuss: The Spark of Interest in Finance Transitioning to Heritage Planning Partners Planning First: A Unique Approach Building Relationships: Adding Value Beyond Financial NeedsServing Underserved Communities and ClientsLeveraging an Extensive Network The Importance of Mentorship Navigating the Evolving Landscape of Financial AdvisingMichael D'Aquila is a Private Wealth Advisor and co-founder of Heritage Planning Partners, where he helps clients connect their purpose to their wealth. With over 20 years...2025-02-0440 min
The Active AdvisorThe Neuroscience of Conversations with Mary SchmidOn this episode of The Active Advisor podcast, host Bryan Moore is joined by Mary Schmid, Founder and CEO of Mary Schmid Consulting. Join them as they discuss: Understanding the neuroscience of conversationsThree levels of conversation and what you’re missingHow to have Transformational conversations that build trustYour one-minute drill to use before every client conversation.Navigating Difficult ConversationsThe Ripple Effect of Good CommunicationMary Schmid, MBA, is a communication and leadership specialist who teaches financial professionals, firm owners, and high achievers how to lead transformational conversations and elevate client interactions into trust-building experiences. Grounded in the...2025-01-2144 min
The Active AdvisorAdvising Influencers, NIL Athletes, and Women with Madison BroylesOn this episode of The Active Advisor podcast, host Bryan Moore chats with Madison Broyles, Executive Vice President at Astra Wealth Management.Join them as they discuss: Madison’s experience as a female rising the ranks in financial services Unique financial challenges faced by NIL athletes, influencers, and young professionalsHow Astra is working to make financial advice accessible to everyoneEducating and empowering younger generations for financial success How financial advisors can break the mold and truly make a differenceWith over a decade of experience in wealth management, Madison specializes in serving ultra-high-net-worth clients by providing seamless and s...2025-01-0837 min
The Active AdvisorPersonal, Practical, and Proactive Client Service with Dr. James Flanagan and Jigar DoshiOn this episode of The Active Advisor podcast, host Bryan Moore chats with Dr. James Flanagan, PhD, President of Bentron Financial Group Inc., and Jigar Doshi, CRPC®, Financial Planner at Bentron.Join them as they discuss:Challenges for clients nearing retirementHelping clients understand their financial needs in retirement Educating clients on non-financial aspects of retirementDelivering impactful client experiencesThe importance of active managementHarbor Capital DetailsHarbor Capital WebsiteHarbor Capital on LinkedInHarbor Capital on YoutubeHost Bryan Moore on LinkedInGuest DetailsBentron Financial Group Inc. WebsiteBentron Financial Group Inc. on LinkedInJigar Doshi on LinkedInJames Flanagan on LinkedInPrevious guests inc...2024-12-1327 min
The Active AdvisorDialing Up Your Client Conversations with Phil BuchananOn this episode of The Active Advisor podcast, host Bryan Moore chats with Phil Buchanan, Executive Chairman of Cannon Financial Institute.Join them as they discuss: Two common daily challenges faced by advisors Effectively navigating discovery conversationsThree actionable tips to dial up client conversationsBuilding successful practice management strategies Advisor success storiesPhil Buchanan is the Executive Chairman of Cannon Financial Institute and a recognized thought leader in the wealth management industry. With extensive experience across Retail RIAs, Trust Firms, and Family Offices, Phil has led transformational initiatives in mergers, acquisitions, branding, and client engagement. His work focuses on emp...2024-11-2630 min
Oxide and FriendsBooks in the Box IVThe 4th installment of the Oxide and Friends book recommendation series. After a brief(ish) diversion into Crimson Twins, Tomax and Xamot, Bryan and Adam are joined by several Oxide Friends to discuss their favorite recent reads.In addition to Bryan Cantrill and Adam Leventhal, we were joined by Nick Gideo, Josh, Ian Grunert, Tom Lyon, Zander, and Oliver Herman.Tomax and XamotRecommendations:Into the Raging Sea - SladeThe Making of Prince of Persia - Jordan MechnerThe Big Score - MaloneCHM: Oral History of Hector RuizAMD Founder Jerry Sanders Rare Interview (video)Chip...2024-11-011h 34
The Active AdvisorProfessional Cellist to Advisor with Benjamin Westney, CFP®, MBAOn this episode of The Active Advisor podcast, host Bryan Moore chats with Benjamin Westney, SVP of Wealth Management at World Investment Advisors. Join them as they discuss: Key considerations for investors transitioning to retirement. Thinking beyond the short-term news cycle. Challenges on the horizon for the retirement space.Benjamin’s take on active management.Benjamin provides wealth management and financial planning services to his clients, helping guide them through the crucial steps and choices they face to bring their goals into reality. He lives in San Antonio with his wife, Stephanie, and three boys and a dog. After...2024-10-2930 min
The Nikki & Brie ShowThe Striker w/ Ana HuangToday, New York Times best-selling author Ana Huang joins The Nikki & Brie Show! Brie sits down with Ana to talk about her new book, The Striker, that's about an English soccer player and a love triangle involving a ballerina and a teammate! Ana breaks down her path to becoming an author, how she approaches writing romance scenes, fan reaction so far, the possibility of seeing her books become TV series, how she uses travel to inspire her work, and much more. Brie also shares what...2024-10-2326 min
The Active AdvisorAccelerating the Speed of Trust through Authorship with Paul McManusOn this episode of The Active Advisor podcast, host Bryan Moore chats with Paul McManus, co-founder and CEO of More Clients More Fun. Join them as they discuss: Writing a book in 6 weeks or lessBusting common myths about becoming an authorWhy authorship is the new college degreeHow to market your practice through your bookPaul G. McManus is a best-selling author and prominent figure in the financial services industry, specializing in helping financial advisors to become bestselling authors and create authority-based marketing systems to attract their ideal clients. He is the author of multiple books including The Short Bo...2024-10-1528 min
The Active AdvisorThe Integrated Financial Advantage with Jason Archambault & Matthew NeylandOn this episode of The Active Advisor podcast, host Bryan Moore chats with Jason Archambault, CFP, CPA/PFS, and Matthew Neyland, CFA, CAIA, of SKWealth. Join them as they discuss: Leading with financial planning and goalsAdding value for clients with direct CIO accessConstructing all-weather portfolios using alternativesCalming client’s nerves by anchoring to the planActive management in down marketsJason is the Chief Executive Officer of SKWealth and oversees the day-to-day operations of the firm and all of its employees. He specializes in advising clients in the many venues of wealth management and is a member of the SKWe...2024-10-0136 min
The Active AdvisorLeading with a Client-First Mentality – End of Story, with Brett Danko, CFP®, and Ted DurkinOn this episode of The Active Advisor podcast, host Bryan Moore chats with Brett Danko, CFP®, and Ted Durkin, Main Street Financial Solutions. Join them as they discuss: Growing the business with great people and a client-first mentalityThe little things that make a big difference for advisorsFee-only financial planning and investment advisory servicesGrowing the business in the right ways Goal-based wealth managementBrett R. Danko, CFP®, has worked in the financial services industry for many years and is a featured nationwide lecturer on matters of personal finance. He is regularly called upon by the financial services industry to pr...2024-09-1748 min
The Active Advisor30+ Years as an Independent and Fiduciary Steward with Philip S. L. Chao, CFP®On this episode of The Active Advisor podcast, host Bryan Moore chats with Philip Chao, CFP®, founder of Experiential Wealth. Join them as they discuss: The evolution of the advisory landscape over three decades The importance of upholding the fiduciary standard Remaining fiercely independent in an evolving industry Seven traits to look for when hiring an advisorThe “next American renaissance”Philip Chao founded Experiential Wealth (formerly Chao & Company) in 1992 to provide families and institutions with independent and thoughtful investment management and financial advice. His founding mission is to advocate for his clients and deliver the highest level of care in...2024-09-0347 min
The Active AdvisorServing Clients Through Life’s Journey with Brian Probst, CFP®, CRPC®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. Join them as they discuss: Brian’s career change from the packaging industry to financial planningRetirement planning for future flexibilityEarly retirees and the concept of “ifcome”Using technology to improve the client experienceEnsuring clients are well-informed and confident in their financial decisionsMeeting clients where they’re at and finding beauty in simplicity At Raymond James, Brian works with a wide range of clients throughout the United States who have accumulated wealth in corporate...2024-08-2023 min
The Active AdvisorBuilding Genuine and Authentic Relationships and Having Fun Doing It with Austin LaneOn 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:Austin's background and journey to becoming an advisorWhy currency is an opportunity for unification Austin’s outside the box approach to marketing Making financial advising fun and enjoyable The misconception that “low-cost” is always best for the client The value of a holistic approach that goes beyond simply minimizing costsAustin received his bachelor’s in finance from San Diego State University. He has earned the Certified Financial Planner (CFP) designation and...2024-08-0645 min
The Active AdvisorFrom Communist Albania to Managing a Billion-Dollar Practice with Erold MerkoOn 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:Erold’s background in communist Albania and how it influenced his careerThe importance of international investing and diversificationEducating clients about different investment options and strategiesMemorable client successThe four pillars of wealth managementActive vs. passive management in financial planningErold 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...2024-07-2328 min
The Active AdvisorTurning Financial Chaos into Organization with Bradford S. Vannelli, CRPC®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:The advantages of being an independent advisorOvercoming unexpected challenges as an independent advisorThe endowment model vs. traditional 60/40Alternative investments for “the millionaire next door”Investing in the weatherThe benefits of active managementBradford 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...2024-07-0936 min
The Active AdvisorBlocking & Tackling as a 401(k) Plan Advisor with Evan Pawloski, AIF®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...2024-06-2534 min
The Active AdvisorHow to Protect, Grow, and Monetize Your Asset with Thomas FautrelForbes 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...2024-06-1126 min
The Active AdvisorTour Da Yoop, Eh and Building Wealth – Drawing Correlations with James StudingerAllow 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...2024-05-2835 min
The Active AdvisorWinning with Fewer Clients and Customized Solutions: Insights from Bruce Berry of Genesis Financial PartnersMeet 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 abo...2024-05-1430 min
GoodWhale 你的財鯨好夥伴【財鯨動向｜直播特集】feat. GoodWhale CEO 黃士豪 Will Huang｜直接實測！用YouTube自動播放自學投資根本不可能？台灣人的理財就是買股息股？原來當沖也能是價值投資？ （2024/05/02）他來了！特別從新加坡趕回來，和大家在財鯨動向見面拉，同時也是他的首次YT直播處女秀！
沒錯，他就是Will，GoodWhale的CEO，同時也是《這輩子賺多少才夠》的作者，許多人看他的直播大部分都是以講師的身份，但今天特別不一樣，JohnJohn、Bryan和Maggy 為他準備了一個小遊戲，那就是用全新帳號來測試台灣在地演算法，看看輸入投資理財相關的關鍵字，到底YouTube會推送怎麼樣的影片呢？
如果你對YT的演算法也感到好奇，究竟躲在你我每天滑手機的背後，默默推送一些奇耙影片給你的演算法，對於全新如同新生兒般的帳號，會帶領我們到達什麼樣的神秘領域？
那你絕對不能錯過這一集的財鯨動向 - 直播特別集！
想看直播回放的朋友，可以點擊右邊連結：https://www.youtube.com/watch?v=--xx9HZzSOw&t=143s
最超值的財鯨通識課不到1xxx元 👉 https://community.goodwhale.com/plans/391472?bundle_token=4a3705238f1ad35a45ef850f65cd792b&utm_source=manual
如果想解鎖更多厲害的來賓，歡迎抖內 👉 https://pay.soundon.fm/podcasts/3f30c1a9-b16e-4a86-84b1-dce68abae5c4
想參與節目最後的QA環節嗎？ 歡迎加入 GoodWhale Community 👉 https://marketing.goodwhale.com/iFKCo
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Hosting provided by SoundOn 2024-05-111h 12
The Active AdvisorBuilding a Successful Advisory with the Family-First Principle: Anthony Zanetti of Mardin Capital Group‘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 famil...2024-04-3035 min
The Active AdvisorEmbracing Community as a Key Differentiator with Randy Cohen, CRPC®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. This episode of The Active Advisor covers: Embracing community and family as a key differentiator The importance of giving back to your communityRandy's passion for teaching financial literacy to young adultsKeeping your hands o...2024-04-1634 min
The Active AdvisorActionable Tips for Advisors: Stand Out by Improving Online Presence With Matt KressWhat’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 ad...2024-04-0236 min
The Active AdvisorFrom Music to Becoming a Wealth Advisor: Riffing with Matt ZeiglerDiscover 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 wealth advisory. Host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, riffs with Matt as they create a playlist while discussing Matt’s journey and the differentiated value he offers his clients. This episode of The Active Advisor covers: The benefits of being unlucky early in your careerHow Springsteen’s “Money for Nothing” shaped Matt’s investment strategy The impact of behavioral finance in times of financial crisisWhat Rick Rubin ha...2024-03-1947 min
Beyond Lifespan - Dein Fast-Track zu mehr GesundheitBausteine der Jugend: Tipps und Tricks gegen das AlternRadikale Verjüngung, Bryan Johnson und junges Blut
In dieser Folge von „Beyond Lifespan“ wagen Dr. Dr. Dominik Duscher und Dr. Gerd Wirtz den Sprung von der Theorie in die Praxis und erkunden, wie wir das Altern nicht nur verstehen, sondern auch aktiv beeinflussen können. Mit einem klaren Fokus auf die Anwendbarkeit wissenschaftlicher Erkenntnisse teilen sie Einsichten und Tipps, die das Potential haben, unsere Lebens- und Gesundheitsspanne signifikant zu verlängern.
Du erfährst die Bedeutung von Sport als "Wunderwaffe" gegen das Altern, die Rolle des Schlafes bei der Prävention von Krankheiten und die Auswirkungen der Ernäh...2024-03-1756 min
The Active AdvisorFrom Wall Street to Main Street with Barbara Ginty, CFP®, CEPA®, President of IFSCurious 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. Barbara was recently named by Forbes as a "Top Women Wealth Advisors Best-In-State" for...2024-03-0532 min
The Active AdvisorSpecialization and Success in Investment Management: Insights from David Marra, Co-Founder of Markin Asset ManagementDo 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...2024-02-2035 min
The Active AdvisorLeaning Into Your Advisory Superpowers: Solutions from Alisa Maute, CIMA®, CAIA℠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 industr...2024-02-0624 min
The Active AdvisorFly Your Advisor Freak Flag: The Power of Differentiation with NYT Best-Selling Author, Michael LevinDo 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 marke...2024-01-2334 min
The Active AdvisorThe Best of Active Advisor 2023Welcome 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!A special shou...2023-12-2636 min
The Active AdvisorWhy Doing Nothing Can Also Be Active Investing: A Conversation with Michael Heyman, CFA® of Heyman Investment CounselingDo 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 decisionsAdvantages of short-term problems for long-term investorsHow to talk to clients about market volatilityTips to overcome investment anxietyMick Hayman, CFA® is a distinguished wealth manager with a remarkable four-decade car...2023-12-1230 min
The Active AdvisorInvesting in a Low-Interest Rate Environment: Strategies for Success with Komson Silapachai, CFA® and Partner at Sage Advisory ServicesWelcome 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 moneyThe process of building a portfolioThe tone and theme of conversations with advisorsNotes from the desk: Sage’s weekly market commentaryWhy active and passive are made up categoriesKomson Silapachai is a Partner at Sage Advisory Services and a mem...2023-11-2841 min
The Active AdvisorClarity to Take Action: Insights from Sarin Barsoumian, CFP®, CRPC®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 practiceLeveraging a fractional CIO as an independent advisorEstablishing three buckets of work to get clients to take action Building multigenerational client relationshipsDiversity and inclusion – women in financeGuest Details:Sarin A. Barsoumain on LinkedInSMB Financial Strategies LLC WebsiteHarbor Capital Details:Harbor Capital WebsiteHarbor Capital on LinkedIn...2023-11-1428 min
The Active AdvisorMonetizing Intuition and Empowering Clients with Bruce Lee, Founder of Keebeck Wealth ManagementIn 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. Join us as we discuss the following topics:Monetizing intuition and how it plays into volatilityThe concept of investment vertebrae in diversificationAdvice for advisors considering going independentLessons learned through going independentBruce is the Founder of Keebeck Wealth Management, and the source of its namesake. Keebeck, Bruce’s given name by his first-generation US immigrant parents, means “to ascend.” As a Wealth Advisor, Bruce draws o...2023-10-3130 min
The Strad PodcastEpisode 100: Cheng² Duo on new works for cello and pianoRecent visitors to thestrad.com may have noticed a video that premiered called Racing Horses, featuring a spirited performance from the cello and piano Cheng2 Duo, comprising siblings Bryan Cheng on cello and Silvie Cheng on piano. Racing Horses features on their upcoming album Portrait, which contains works by composers of Asian heritage, as well as two arrangements of Chinese folk songs, Racing Horses being one of them.
In an international operation that involved Bryan in Romania and Silvie in New York, both siblings joined online editor Davina for a conversation recently about the choices behind their...2023-10-2626 min
The Active AdvisorTransforming the Human Experience of Money with Brian Portnoy, CFA and Founder of Shaping WealthIn 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.Join us as we discuss the following topics:The difference between being rich and wealthyHolistic wellbeing vs. portfolio outperformanceThe only two questions that matter in client conversationsHow to adapt to the evolution of changing advisor - client relationshipsBuilding human-centric wealth culturesEmotional intelligence and why it matters...2023-10-1732 min
The Active AdvisorFrom the US Army to Capital Markets with Bryan Moore, ETF and Capital Markets Expert at Harbor CapitalToday, 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.Join us as we discuss:The role of a capital markets expertDemystifying ETF liquiditySecret to unlocking the full potential liquidity of an ETFLittle known resources to help execute ETF transactionsBryan’s perspectives on active ETFs Key insights from The Active Advisor podcastBefore joining Harbor, Bryan gathered over two decades of extensive experience in the ETF...2023-10-0326 min
The Active AdvisorWriting Your Financial Money Script with Yohance Harrison, BFA™, CRPC®, and CEO at Money Script Wealth MgmtWelcome 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 scriptHow the BFA has transformed client interactions and improved the bottom lineThe smart money management philosophyGrowing your book of business solely through referralsBuilding an authentic brandHow to b...2023-09-1953 min
大人的Small TalkEP393 職業大百科：頂尖半導體公司的主管都在做什麼？｜科林研發 Lam Research 專案經理 莊閔凱 Min-Kai Jhuang & 設備經理 黃柏倫 Allen Huang 專訪半導體產業是許多人嚮往的領域，但在實際進到一個產業前，我們往往很難有機會了解真實的生活樣貌。這集節目Bryan邀請到科林研發 Lam Research 的專案經理 Min-Kai Jhuang 和設備經理 Allen Huang 兩位中階主管，來到節目上與大家分享他們每天的生活，還有他們日常面對的挑戰與獲得的成就。如果你未來也有加入半導體產業的計畫，推薦你一定要收聽這集節目。
【本集節目由 Lam Research 科林研發 贊助播出】
科林研發 Lam Research 是全球前三大的半導體設備商，我們為半導體產業提供創新晶圓製造設備和服務，讓晶片製造商能製造出體積更小、速度更快和效能更好的電子元件，今天幾乎所有先進晶片都是利用我們的技術來製造。科林研發在Nasdaq股票市場上市，是一家 FORTUNE 500®公司，總部位於美國加州佛利蒙市，營運據點遍佈北美、亞洲和歐洲，我們在美國、奧地利、南韓、馬來西亞以及台灣均設有製造中心。
了解更多資訊，歡迎造訪： 官方網站：https://www.lamresearch.com/zh-hant/
FB粉絲專頁：https://www.facebook.com/LamResearchCorporation
什麼問題想問Joe跟Bryan嗎？提問&合作信箱：podcast@ftpm.com.tw
如果你喜歡我們的節目，歡迎贊助我們：https://bit.ly/3kskVsZ
如果你喜歡這集節目，歡迎到Apple Podcast給我們五星評價，並留言給我們鼓勵！
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Hosting provided by SoundOn 2023-09-1049 min
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Find us on Instagram: https://instagram.com/asianglowuppod
Check out our website for collab inquiries: asianglowup.com
Asian Hustle Network
AHN’s Instagram: https://www.instagram.com/asianhustlenetwork/
Bryan’s Instagram: https://www.instagram.com/bryanvuongpham/
Website: https://www.asianhustlenetwork.com/
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Written by Bryan Barletta
Edited by Bryan Barletta
Produced with Spooler.fm
Hosted with Omny Studio
Sounds Profitable theme written by Tim Cameron
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Narrator: Joshua Risser
Format: Unabridged
Length: 04:11:16
Language: English
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Meanwhile, Dr. Kosorotov reveals to Nap who the true villain of this story is.
To get caught up from the beginning, check out:
I Heart Radio: www.iheart.com/podcast/256-creep…e-radio-30982895/
Sound Cloud: https://soundcloud.com/lucid-nap
Youtube Creeping Wave Playlist: youtu.be/XUjyifKp12o
Apple Podcasts: podcasts.apple.com/us/podcast/cree…io/id1329676341
Stitcher: www.stitcher.com/podcast/napoleon…eping-wave-radio
Tune In: tunein.com/podcasts/p1088309/
And most podcatchers!
Creeping Wave T...2020-12-1235 min
Creeping Wave RadioEp. 25 HumanityThe battle grannies have bested the cephalopod legionnaires in battle, and now the gang can resume their rescue mission, with three new members and myriad new appendages.
Meanwhile, Dr. Kosorotov reveals to Nap who the true villain of this story is.
To get caught up from the beginning, check out:
I Heart Radio: www.iheart.com/podcast/256-creep…e-radio-30982895/
Sound Cloud: https://soundcloud.com/lucid-nap
Youtube Creeping Wave Playlist: youtu.be/XUjyifKp12o
Apple Podcasts: podcasts.apple.com/us/podcast/cree…io/id1329676341
Stitcher: www.stitcher.com/podcast/napoleon…eping-wave-radio
Tune In: tunein.com/podcasts/p1088309/
And most podcatchers!
Creeping Wave T...2020-12-1235 min
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More: Raina
https://www.instagram.com/rainaiscrazy
** Now on iTunes: https://goo.gl/CdSwyV **
Subscribe: https://goo.gl/d239PO
Little Ray promises a Karma Boost if you join our P...2020-04-2453 min
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幫你解答真的需要天天洗澡嗎？
#B哥看世界 #B哥B88 #洗澡 #天天洗澡 #身體臭味 @bhuang6 #新媒體 #podcaster #播客2020-04-2212 minB哥看世界 / How Bryan Feel武漢肺癌期間的股票投資心得武漢肺癌間的股票投資心得，我的股票投資組合 TSLA, NVDA, AMD...
#股票 #武漢肺癌 $TSLA SNVDA $AMD #B哥看世界 #時事評論 #B哥B88 #新媒體 #podcaster #播客2020-04-1811 minB哥看世界 / How Bryan Feel武漢肺癌英文正名 + why 衛生紙之亂布萊恩 / B哥 時事評論, 今天要講的是武漢肺癌英文名字用法(我個人的觀點), 加上為什麼會有衛生紙之亂, 以我用物流和採購職業經理人的的看法.
(衛生紙之亂這個片段蠻受大家歡迎所以我會建議你從 9:15 開始聽)
#武漢肺癌 #B哥看世界 #時事評論 #B哥B88 #衛生紙之亂 #物流 #採購 #新媒體 #podcaster #播客2020-04-1219 minB哥看世界 / How Bryan Feel20200404 台灣人 Bryan 在美國播客台灣之旅第二部分, 3/13~3/27, 台灣護照程序, 銀行效率, 清明節掃墓2020-04-0515 minB哥看世界 / How Bryan Feel20200331 台灣人 Bryan 在美國播客Bryan Huang experience, Bryan B哥播客, 台灣人在美國播客, born and raised in Taiwan, educated in the US and working in the US now.2020-03-3117 min
What's Eating You?Can't Go Wrong With Chef Jason HuangThis episode was recorded on Christmas Eve! Bryan and Ariel welcome chef Jason Huang to the pod. He has cooked with legendary chefs Daniel Boulud and David Kinch just to name a few! Jason talks about the best stuff he’s eaten and what it’s like to be a chef in NYC. Bryan, Ariel and Jason also talk about their Eat Of The Week, reveal their Guilty Pleasures and end with a little Food News. Happy Holidays folks!Jason’s Instagram: @jasonh_ny, Twitter: @jasonh_nyWhat’s Eating You? Instagram: @whatseatingyoupod, Twitter: @whatseatingupodAr...2019-12-2600 min
Android Developers BackstageEpisode 126: Gesture Nav Allen, Chris, Adam, part of Tor, Dan (taking the photo), and Chet. All of them are also in the monitor, but backwards. Oh, and note the gym sock being used to dampen noise on the mic. High tech stuff, ADB. In this episode, Chet and Tor talk with Chris Banes, Adam Cohen, Dan Sandler, and Allen Huang about Gesture Navigation. Gesture Nav is an important UI behavior change in the Android 10 release that developers should handle and test. Chris has written Gesture Nav articles recently. This conversation goes further into the background and reasons for...2019-11-1148 min
What's Eric EatingEpisode 22 - Bobby Matos of State of GraceOn this week's podcast CultureMap Food Editor Eric Sandler is joined by restaurant consultant Nathan Ketcham. The guys go over some of the latest news from the Houston restaurant and bar scene including 2 recent restaurant closings, Christopher Huang opening a new restaurant, popular Austin restaurant Foreign & Domestic heading to the Houston area, and more! In the Restaurants of the Week section Eric and Nathan profile only one restaurant but it's a big one, the new concept from Bryan Caswell Oxbow 7.
The Guest of the Week portion, brought to you by 8th Wonder Brewery, features executive chef Bobby...2017-10-0558 min
Misfits: Wisdom from Unconventional Individuals#29: The Couple that Built JobsCentral and Cashed Out, Lim Der Shing and Huang Shao-NingLim Der Shing is currently a private investor, Venture Advisor with Jungle Seedplus and board member with several organizations. Huang Shao-Ning is the Managing Partner of Hub Ventures Fund and a Partner at Entrepreneur First, the world’s leading company builder. Together, they are the co-founders of JobsCentral Group and manage a regional portfolio of over 17 angel investments in startups. JobCentral grew from a 2-man startup into an organization with 150 employees over a period of 14 years. In 2011, JobsCentral was acquired by CareerBuilder, making it one of Singapore’s largest tech exits at the time. They di...2017-09-241h 12
Discover Popular Titles Full Audiobooks in History, WorldHistory of China Audiobook by Bryan SmithPlease visithttps://thebookvoice.com/podcasts/audiobook/1266/to download full audiobooks of your choice for free.
Title: History of China
Author: Bryan Smith
Narrator: J D Kelly
Format: Unabridged
Length: 40 mins
Language: English
Release date: 09-04-17
Publisher: Bryan Smith
Ratings: 4 of 5 out of 4 votes
Genres: History, World
Publisher's Summary:
Written records of the history of China can be found from as early as BC 1500 under the Shang dynasty. Ancient historical texts, such as the Records of the Grand Historian (ca., BC 100), and the Bamboo Annals (before BC 296), describe a Xia dynasty (ca., BC 2070 - 1600), which had no system of writing...2017-09-0440 min
Basic Brainheart#19 Casting Director Jessica Daniels on the Process of Casting and AuditioningJessica Daniels is an emmy-winning casting director. She's warm, genuine and confident in her craft. We enjoyed a lovely conversation spanning her life and career and she generously shared tips for actors who are pounding the pavement and working toward their big break.
Some of her notable placements have been:
MIchael Sheen, Paul Giamatti, Bryan Cranston and Titus Burgess in 30 Rock. A Young Eddie Huang in Fresh off the Boat- Hudson Yang. She recently cast Chante Adams in her first film role right out of college - as the lead in Roxanne Roxanne. She won the Breakthrough Performance Award at...2017-06-1400 min
The World NowThe World Now Podcast 3 AudioRecorded Live Sunday, 30 April 2017. Steve and Bryan. Podcast 3.
Steve and Bryan discuss wide-ranging topics, including the history of the Internet, Steve’s experience with the ongoing development of computers and the Internet as an early adopter, and how the Internet is being used today to connect people around the world.
Steve talks about world travel, speaking different languages, understanding different cultures, and the advent of online meetings to help people to connect with each other, and how it is different from in-person meetings. He also talks about his experiences studying with his teacher in 1971-72, Ta’i Chi Ch’uan and Sh...2017-05-1916 min