The Active Advisor Harbor Capital

Welcome 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 Harrison has a 22-year career in financial advisory and management, and after a decade in corporate America, he departed to start his own firm, Money Script Wealth Management. He 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 script
How the BFA has transformed client interactions and improved the bottom line
The smart money management philosophy
Growing your book of business solely through referrals
Building an authentic brand
How to build and evaluate your tech stack as an independent advisor

Welcome to the latest episode of The Active Advisor podcast. Bryan Moore, ETF Capital Markets Expert at Harbor Capital, and Gavin Ernst co-host today's episode. Join them as they welcome Nicole Middendorf, CEO and Wealth Advisor at Prosperwell Financial. Nicole is a money maven, a knowledge junkie, and a born coach. She is an entrepreneur who left Morgan Stanley in 2003 to run her own wealth management firm, Prosperwell Financial. Nicole is the author of five books, a world traveler, a philanthropist, and an accomplished public speaker.
Join us as we discuss different touch points around finance, including:

How to achieve the “wow experience” for your clients
How does the Certified Divorce Financial Analyst certification differentiate Nicole’s practice
Statistics say 1 in 3 people are happy, learn how Nicole beats these odds
Finding the balance between customization and standardization in investment management
Nicole’s passion for diversity in the financial workspace
How to leverage LinkedIn to grow your brand, philosophy, and culture
Whether wealthy single women are an underserved segment in wealth advisory
Nicole’s philosophy on active management

In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Tunde Ogunlana, CFS, CES, Founder, and Family Wealth Advisor at Axial Family Advisors, an independent wealth advisory firm with a holistic approach to working with its clients. Tunde has over 20 years of experience as a financial planner and advisor. He founded Axial Family Advisors in 2015 after being employed by one of the world’s largest financial services firms. Tunde has been passionate about community and non-profit involvement since the start of his career in 2001 and currently serves on the board of Governors for the Museum of Art Ft. Lauderdale. Join us for a fascinating conversation where we cover the following touchpoints:

The role of humility in building a business
Building generational wealth
Defining the ideal customer profile
Advice for setting up your practice
Key skills for advisors
Active vs. passive management

In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Ross Marino, CFP®, CeFT®, Founder and CEO of Advisor2X, a professional development company for financial advisors. Ross has been a financial advisor for over 30 years. He is a social entrepreneur, author, and founder of Transitus Wealth Partners, a fee-only financial planning firm specializing in human-first financial guidance ™. Join us for a fascinating conversation where we cover the following touchpoints:
Four questions to truly understand and connect with clients
The role that emotions play in building trust and closing business
Foundational shift happening in financial planning
Must have skills to be a successful advisor
Why the future starts today

In this episode of the Active Advisor Podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Bill Dougherty, CFA®, CFP®, Wealth and Portfolio Manager at Main Street Financial Solutions. Bill is an independent advisor with over 22 years of experience in the financial services industry. Join us as we discuss:
How and when to add resources as an independent advisor
How being an independent fiduciary adds value for clients
A simple formula for achieving financial independence
Common traits among successful advisors

In this episode of the Active Advisor Podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Brian Keenan, CFP®, CEO and President of Keenan Financial, an independent wealth management and financial planning firm serving a select clientele of high net worth individuals, families, and associations. The conversation cuts across key wealth management and financial services touchpoints, including:

The unique value proposition of providing comprehensive financial services
The value of personalized service
The role of empathy in advisory services
Advice for advisors planning to go independent
Whether Brian’s investment philosophy is active, passive, or a mix of the two