The Active Advisor · 2023-03-30 · 48 min
In this episode of The Active Advisor podcast, hosts Bryan Moore and Dale Korman of Harbor Capital are joined by Frank Toth , Principal and COO at Capital Conclusions Corporation , an independent, full-service financial planning organization. This free-flowing conversation has key investment touchpoints, including how to stay on top of developments in the financial markets, the relevance of active investment management, and understanding and meeting clients' financial and emotional needs. Frank also has real-world tips for up-and-coming investment professionals. Join them as they: Discuss ways to stay on top of the financial markets Share ideas on using social media to build your brand and scale an investment business Look at the rising popularity of Exchange Traded Funds (ETFs) Discuss the relevance of active management in the current environment Share real-world tips for up-and-coming investment professionals Frank Toth is the Principal and COO at Capital Conclusions Corporation , with over 20 years of experience in financial markets. He strives to keep the firm's clients at the forefront of this dynamically changing global financial marketplace.
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