In The Harbor

In The Harbor

The Podcast where sports, leisure, and finance meet

  1. 7H AGO

    #22 Lacey Shrum

    Send a text In this episode of In The Harbor, Jason Johns and Scott Lindsay sit down with Lacey Shrum — attorney, former RIA CCO, and founder of SmartKX — to unpack one of the most overlooked drivers of RIA enterprise value: Billing. Revenue. Fee transparency. Most firms treat fee billing like “something that happens in the back room,” powered by Excel, muscle memory, and a lot of exceptions. Lacey argues that’s not just inefficient — it can be a quiet drag on revenue, client experience, compliance confidence, and valuation. We get into: Why quarterly-in-advance billing creates hidden friction (especially around cash flows and volatility)The real-world issue of “snapshot billing” vs. what actually happened across the quarterWhy billing methods can materially impact revenue (and what that means in a valuation / M&A environment)How firms can use better billing infrastructure to reduce client fee disputes and improve advisor recruitingThe “three-part billing loop” Lacey focuses on: documentation → calculation → analysisWhat implementation looks like across different firm sizes (from sub-$1B to multi-custodian enterprise)And because it’s In The Harbor, we close with some rapid-fire fun — Montana ranch life vs. RIA billing, NFL chaos, Chiefs vs. Lions diplomacy, and why certain rivalries feel a little… one-sided. If you’re an RIA operator, CFO, COO, CCO, or anyone who cares about margin, scalability, and enterprise value, this episode will make you look at fee billing very differently. Learn more: smartkx.io   (And follow SmartKX on LinkedIn for ongoing billing + revenue content.) ⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between. 🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod #InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

    59 min
  2. JAN 30

    #20 Josh Pantony

    Send us a text In this episode of In the Harbor, we sit down with Josh Pantony, Founder and CEO of Boosted.ai, to explore how AI is reshaping not just investment research—but the business of advice itself. Josh Pantony is the Founder and CEO of Boosted.ai, an AI-powered investment research platform built specifically for professional investors and financial advisors. With a background spanning capital markets, data science, and applied machine learning, Josh has spent his career focused on one core problem: helping advisors and investors make better decisions faster—without sacrificing rigor, transparency, or trust. Under Josh’s leadership, Boosted.ai has developed Alfa, a conversational and agentic AI platform that integrates directly into real-world investment workflows. Beyond portfolio construction and macro analysis, Josh is especially focused on how AI can help advisors scale their impact—from generating differentiated insights to improving how they identify, engage, and communicate with prospective clients. Josh is a frequent speaker on the future of AI in wealth management, with a practical, advisor-first perspective on using technology as a force multiplier—not a replacement—for human judgment and relationship-driven advice. We start with Josh’s career arc and the founding of Boosted.ai, then unpack what agentic AI really means versus traditional large language models. From there, the conversation expands into how advisors are using AI to move faster and smarter across their workflows—from macro research and portfolio construction to prospecting and client acquisition. Josh explains how AI can help advisors surface timely, relevant insights that spark better conversations with prospects, personalize outreach at scale, and spend less time searching for information—and more time building trust. We also dive into Boosted’s work around voice and conversational interfaces, why spoken interaction is a natural evolution for research and prospecting, and how advisors can stay compliant while embracing these tools. We close with a forward-looking discussion on what the advisor of the future looks like—and why AI may ultimately make the human side of advice more valuable, not less. Key themes include: Agentic AI vs. traditional LLMsAI as a force multiplier for advisor prospectingTurning research insights into client conversationsVoice-driven workflows and efficiency gainsRisk, compliance, and trust in AI-enabled adviceThe evolving role of the modern advisor⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between. 🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod #InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

    56 min
  3. JAN 16

    #19 Jenn Lee

    Send us a text Join Jason Johns & Scott Lindsay as they sit down with President/CMO of Travel Planners International and Vacation Planners to discuss trends in travel, the evolution of the travel advisor and the role TPI is playing for travel advisors across the country.  Jenn over 30 years of experience building, managing, and training sales teams for Fortune 500 companies like Ryland Homes and Premiere Farnell. Her natural talent for elevating companies to the next level began in the early 80’s as one of Marriott Vacation Club’s first employees where she cut her teeth working with the company in its’ infancy and helping it rapidly grow. Software Support, Inc. was next on Lee’s list, working in a fast-paced entrepreneurial environment alongside the owner as they developed the first-ever, 24-hour technical support company for the emerging personal PC market. Fast forward to 2008, Lee left the corporate grind behind and launched her consulting and speaking business on a mission to help America’s entrepreneurs make good decisions with where they spend their time and resources, “Working with crazy, sleep deprived entrepreneurs is what gets me out of bed at 5:00am every morning!” ⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between. 🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod #InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

    59 min
  4. JAN 2

    #18 Patrick Manning

    Send us a text Founder & CEO at Manning Ventures   Behind 30 years of experience leading strategic transformations, mergers and acquisitions, and growth ventures, Patrick founded Manning Ventures I, an early stage venture capital fund. Manning Ventures helps ambitious and switched-on teams achieve their full potential across the nutrition tech, sports and wellness verticals.     Patrick’s career essentially began as an Olympic rowing medalist, where he developed a keen understanding for what it really means to be results oriented. Two weeks after the Barcelona Games, Patrick started at Harvard Business School and subsequently spent 19 years at Bain & Company, primarily in London. His focus at Bain was helping clients drive outsized outcomes in the consumer, retail, industrial and private equity sectors.    In 2019, Anglo American, the FTSE 10 diversified mining group, owner of De Beers and Bain client recruited Patrick to lead Group Strategy. Patrick worked closely with the CEO, top team, and Board to help devise and execute a major strategic, operational, and organizational turnaround that drove a 10x increase in share price. He was on the investment committee of Anglo Plats Ventures, which we spun out as a ~$200M+ venture fund.    Now, Manning Ventures is six investments in (2 nutrition, 2 wellness, 2 new sports media), two of which are incubations and all of which have all gotten off to an excitingly strong start.  Contact: patrickfmanningjr@gmail.com ⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between. 🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod #InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

    1h 16m
  5. 11/21/2025

    #15 Shana Orczyk Sissel

    Send us a text Shana Orczyk Sissel, CAIA, widely recognized as "The Queen of Alternatives," is the Founder and CEO of Banríon Capital Management, where she is dedicated to empowering independent financial advisors with innovative solutions in alternative investments. With over 25 years of industry experience, Shana has established herself as a leading authority in the asset management and wealth management sectors. Her career began as a Financial Advisor at Morgan Stanley, where she gained foundational knowledge in wealth advisory services. Over the years, she has worn many hats, including roles as an institutional and retail allocator, and has held senior positions at prominent firms such as Orion Advisor Solutions, Fidelity Investments, and Mercer. At Orion, she served as Director of Investment Due Diligence and ASTRO Project Lead, sourcing and implementing private investment deals across various liquidity spectrums. As Chief Investment Officer at Spotlight Asset Group, she managed a $500 million portfolio, led the investment committee, and developed comprehensive alternative investment strategies for clients. In 2007, Shana was introduced to the world of alternative investments—a pivotal moment that shaped her professional focus. She has since dedicated her career to helping financial advisors develop internal alternative investment programs as a means to grow their businesses and better serve clients. Recognizing a significant gap in advisor-centric technology solutions, she sought to bridge this divide by creating a platform that offers the largest marketplace of alternative investment deal flow. In 2022, she launched Banríon Capital Management, partnering with industry innovators Dmitri Alexeev of AlphaBot and Jud Mackrill of Mammoth Technology to develop the first comprehensive, flexible, open-architecture alternative investment platform designed specifically for advisors by advisors. Shana's expertise extends beyond platform development; she actively assists clients with alternative investment education, portfolio construction, and due diligence best practices. Her contributions include helping launch Armada ETF Advisors and advising on their first ETF, the Home Appreciation U.S. REIT ETF (HAUS).  As a highly sought-after speaker and media contributor, Shana frequently appears on CNBC, Bloomberg, Fox Business Network, and the Schwab Network, sharing her insights on alternative investments and wealth management. Her peers have honored her as “Queen of Alternatives,” a nickname that reflects her deep industry impact and thought leadership. https://www.banrioncapital.com/ ⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between. 🎙 Subscribe, follow, and join the conversation: 📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod #InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

    48 min

Ratings & Reviews

5
out of 5
15 Ratings

About

The Podcast where sports, leisure, and finance meet