इस एपिसोड के बारे में
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 Doshi, CRPC®, Financial Planner at Bentron.
Join them as they discuss:
- Challenges for clients nearing retirement
- Helping clients understand their financial needs in retirement
- Educating clients on non-financial aspects of retirement
- Delivering impactful client experiences
- The importance of active management
Harbor Capital Details
- Harbor Capital Website
- Harbor Capital on LinkedIn
- Harbor Capital on Youtube
- Host Bryan Moore on LinkedIn
Guest Details
- Bentron Financial Group Inc. Website
- Bentron Financial Group Inc. on LinkedIn
- Jigar Doshi on LinkedIn
- James Flanagan on LinkedIn
Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so
अंग्रेज़ी
संयुक्त राज्य अमरीका
इस एपिसोड में
अनुलिपि 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
पिछले एपिसोड्स खोजें
The Active Advisor के पिछले एपिसोड खोजें।
इस पॉडकास्ट के अन्य एपिसोड
On 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 mentality
The little things that make a big difference for…
On 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 less
Busting common myths about becoming an author
Why authorship is the new college degree
How …
On 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.&…
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 f…
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.
Join them as they discuss:
Leading with financial planning and goals
Adding value for clients with direct CIO access
Constructing all…
अस्वीकरण: इस पृष्ठ पर एम्बेडेड पॉडकास्ट और कलाकृति Harbor Capital से हैं, जो इसके मालिक की संपत्ति है और Listen Notes, Inc. से संबद्ध या समर्थित नहीं है।
संपादित करें
पॉडकास्ट डेटाबेस को अपडेटेड रखने में मदद के लिए धन्यवाद।
