If Your Values are Clear, Your Decisions Become Easy with Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
In this episode of The Active Advisor podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors. The conversation cuts across multiple wealth management and investment planning touchpoints, including:
The belief that when your values are clear, your decisions are easy
Building relationships while growing the client’s portfolio
Helping clients cut through the noise from financial media outlets
Advice for budding financial advisors
Active vs. passive investing