The Active Advisor · 2023-12-26 · 36 min
Welcome 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 shout-out to our loyal audience. This journey would not have been possible without your participation and engagement. As the show prepares for an all-new season, we will continue our journey into the dynamic and fascinating financial advisory world. The podcast will help you learn from industry pros who have built thriving practices and helped thousands of investors realize their financial dreams. Let’s start by meeting the guests on the show today: ● Frank Toth , Principal and COO at Capital Conclusions Corporation ● Sarin A. Barsoumian , CFP®, CRPC®, LPL Financial Advisor and Founder at SMB Financial Strategies .
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