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

Curious what it looks like when you leave a high-paying job on Wall Street to purchase the family business? Why is estate planning a crucial part of the financial planning process? Why is financial services a great career choice for women? Your search ends here; click the link and listen to the podcast. Welcome to another episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Barbara Ginty, CFP®, CEPA®, and President of Independent Financial Services.

Do you want to know the power of using AI in investment management and how it can help RIAs attract and retain clients? Are you aware of the importance of creating exceptional investment experiences, and how AI can be used to improve customer service, compliance, and marketing efforts? It’s within your reach: just listen to this podcast. Welcome to another episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by David Marra, Co-Founder and Head of Portfolio Management at Markin Asset Management. David has a unique understanding of how investment management can be a secret weapon for transforming RIAs and driving their business growth to new heights. In this episode, David reveals: -The potential of AI to revolutionize global growth and the investment industry -Ways RIAs can use AI to improve their practices -The importance of marrying AI with traditional economic and financial principles -Why RIAs should focus on their areas of expertise and find specialized partners to handle other functions

Do you want to know what separates successful advisors from the rest? Are you ready for insights on growth coaching, technology consulting, and advisor training and development as the foundation for scaling your business? It’s easier than you may think and within your reach! Check out this episode to learn more. Welcome to another episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Alisa Maute, CIMA®, CAIA℠ , and EVP of Advisor Growth Solutions at LPL Financial. Alisa shares her wealth of experience in the financial services industry and her advocacy for women in finance. Some highlights from the episode: -Leaning into your superpowers as an independent advisor -The broken rung for women climbing the financial ladder -6 key characteristics of high-performing advisors

Do you want to stand out from other advisors in the industry? Did you know that writing a book or getting one ghostwritten can help build trust with clients? It’s easy and within your reach; just listen to this podcast. Welcome to another episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Michael Levin, the New York Times Best-Selling Author, prolific ghostwriter, and CEO of AdvisorGhost. Michael’s company plans, ghostwrites, publishes, distributes, and markets books written for financial advisors, wealth managers, and insurance professionals as marketing, thought leadership, and sales tools. Michael shares insights on: -How telling your story can help define and attract your target audience -How to monetize your book by making it front and center -Writing a book with limited time and resources -Best-selling author vs. best-earning author -Why independent publishing is the way to go, hands down, for advisors

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!

Do you get anxious when making investment decisions? Would you rather dip your toes into the markets before jumping in head first? If so, join us on this episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Michael Heyman, CFA®, Investment Counselor at Heyman Investment Counseling LLC. Michael discusses: -How self-awareness can lead to better financial decisions -Advantages of short-term problems for long-term investors -How to talk to clients about market volatility -Tips to overcome investment anxiety

Welcome to this episode of The Active Advisor, where your host, Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Komson Silapachai, CFA®, and Partner at Sage Advisory Services, an investment and asset management company for institutional investors and private clients. Join us as we discuss the following topics: - Komson’s first memory of money - The process of building a portfolio - The tone and theme of conversations with advisors - Notes from the desk: Sage’s weekly market commentary - Why active and passive are made up categories

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

In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Bruce Lee, Founder and CEO of Keebeck Wealth Management, a boutique, independent advisory firm. Bruce has over three decades of experience in finance and has been named among the top financial advisors by both Barron’s and the Financial Times. Join us as we discuss the following topics: -Monetizing intuition and how it plays into volatility -The concept of investment vertebrae in diversification -Advice for advisors considering going independent -Lessons learned through going independent

In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Brian Portnoy, CFA and Founder of Shaping Wealth, a learning technology platform transforming the human experience of money. Brian Portnoy, Ph.D., CFA, is an expert in the psychology of money. He is also the founder of Shaping Wealth, an applied behavioral finance coaching and content platform serving the global wealth and investment industries. Join us as we discuss the following topics: -The difference between being rich and wealthy -Holistic wellbeing vs. portfolio outperformance -The only two questions that matter in client conversations -How to adapt to the evolution of changing advisor - client relationships -Building human-centric wealth cultures -Emotional intelligence and why it matters