The Active Advisor · 2023-09-19 · 53 min
Welcome to the latest episode of The Active Advisor podcast with Bryan Moore, ETF and Capital Markets Expert at Harbor Capital. Joining us today is Yohance Harrison, BFA™, CRPC®, and CEO at Money Script Wealth Management. Yohance is passionate about financial literacy and provides financial education courses for colleges and organizations across the United States. Join us as we discuss different touch points around wealth management, including: The concept behind the money script How the BFA has transformed client interactions and improved the bottom line The smart money management philosophy Growing your book of business solely through referrals Building an authentic brand How to build and evaluate your tech stack as an independent advisor Yohance Harrison has a 22-year career in financial advisory and management and after a decade in corporate America, he departed to start his own firm, Money Script Wealth Management. Yohance holds a Series 65 & 66 Securities License, is a Chartered Retirement Planning Counselor (CRPC®), and a Behavioral Financial Analyst (BFA™). He also holds multiple board positions at other organizations across the country.
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