Time to Pivot to Active Wealth Management with Michael Collins, CFA®, Founder and CEO of WinCap Financial

Episode notes

In this episode of the Active Advisor Podcast , host Bryan Moore , ETF Capital Markets Expert at Harbor Capital, and co-host Bryan Griffin , CFP®, Regional Investment Consultant at Harbor Capital are joined by Michael Collins , CFA, Founder and CEO of WinCap Financial , an independent wealth management and financial services firm. The conversation cuts across key touchpoints in wealth management including: Michael’s journey to founding WinCap Financial A contrarian investment philosophy to seek high returns How using Chat GPT can drive efficiencies in the financial advisory space How to build your book of business through digital marketing Key skills for financial advisors How active management and quality stock selection can drive success Michael is a CFA® Charterholder and the founder and CEO of WinCap Financial. At the firm, Michael acts as Financial Advisor, Portfolio Manager, and a fiduciary, tailoring to the needs of every client. Prior to the creation of the firm, he served as a Financial Advisor responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives at CapTrust.

Related episodes across the Index

Other episodes covering the same guests and topics, from across The B2B Podcast Index.

• Replay: "Your Board Can Make or Break the Company" | Curtis Feeny (Episode 17)The Diligent Observer Podcast · on Asset allocation81 / 100
• #791: What Should Be Inside a Dentist's Investment Portfolio?The Dentist Money Show · on Asset allocation79 / 100
• Episode 327: Why Your Brain Is Your Biggest Investment RiskGrow Your Business and Grow Your Wealth · on Index funds75 / 100
• Here's How To Design A Portfolio That Beats 99.5% Of Other Investors with Dr James Martin [CPD Available]Dentists Who Invest Podcast · on Asset allocation71 / 100
• Episode 29, Part 1 - Lucy Houlding: Building Trust, Simplicity and Long‑Term GrowthThe Growth Workshop Podcast · on Index funds57 / 100
• The 5 Things To Invest In If You Want To Become WealthyBusiness, Wealth And Mindset Podcast · on Mutual funds30 / 100

• Beyond Investments: Why Client Goals Always Come First with Steve Otten, CFP®, CRPC®56 / 100
• The Willingness to Do More with Jeremiah Dellas55 / 100
• The Art of Building Client Relationships: Insights from Michael D'Aquila59 / 100
• The Neuroscience of Conversations with Mary Schmid82 / 100
• Advising Influencers, NIL Athletes, and Women with Madison Broyles76 / 100