Clarity to Take Action: Insights from Sarin Barsoumian, CFP®, CRPC®

Episode notes

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 practice Leveraging a fractional CIO as an independent advisor Establishing three buckets of work to get clients to take action Building multigenerational client relationships Diversity and inclusion – women in finance Guest Details: Sarin A. Barsoumain on LinkedIn SMB Financial Strategies LLC Website Harbor Capital Details: Harbor Capital Website Harbor Capital on LinkedIn Harbor Capital on Youtube Harbor Capital on Twitter Host Bryan Moore on LinkedIn Previous guests include: 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 6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors 7.