That Podcast in Hutch explores the people, places, and events that make Hutchinson a vibrant and engaging community. We’ll step beyond the headlines, to hear the real-life stories from our community and develop a deeper understanding of policy and people.
…
continue reading
Follow Adam and Maggie's journey from solar entrepreneurs to intentional living advocates. Each episode explores their quest for 'simple abundance' while building an online business for freedom and impact. Learn practical steps to align your work with your values, find meaning in everyday moments, and create a more dynamic life. Discover how to embrace intentional living, whether you're planning a big change or seeking small improvements.
…
continue reading
The 1% Difference features Jason S Bradshaw a global customer experience expert, business transformation leader and international bestselling author. Each episode you will join a conversation with business professionals and other business experts who will share their experience and insights to help you grow your career and your business. The compounding impact of being 1% better each day, being consistently 1% better than your competitors is the key strategic advantage that will power your g ...
…
continue reading
The Active Advisor podcast explores the dynamic world of investment research and financial advisory practice management. Hosted by Harbor's capital markets expert Bryan Moore, this podcast features in-depth conversations with seasoned financial advisors and professionals, practice founders, investment researchers and CIOs. They'll share personal stories of how they built and scaled their book and business, observations on the evolving investment landscape, and best practices in due diligence ...
…
continue reading
A podcast focused on you and your money. Hello, I‘m Tony King and each week I will be your guide on a journey to help you discover your best personal financial strategy.
…
continue reading
1
TPiH 066 Valerie Taylor and Lacey Mills of United Way of Reno County
53:29
53:29
나중에 재생
나중에 재생
리스트
좋아요
좋아요
53:29
This week’s episode of That Podcast in Hutch centers on the work of the United Way of Reno County and two dynamic people who help lead the organization - Executive Director Lacey Mills and Director of Community Impact, Valerie Taylor. We visit about the United Way’s ongoing fundraising campaign - which is a critical part of supporting our non-profi…
…
continue reading
1
Accelerating the Speed of Trust through Authorship with Paul McManus
28:54
28:54
나중에 재생
나중에 재생
리스트
좋아요
좋아요
28:54
On this episode of The Active Advisor podcast, host Bryan Moore chats with Paul McManus, co-founder and CEO of More Clients More Fun. Join them as they discuss: Writing a book in 6 weeks or less Busting common myths about becoming an author Why authorship is the new college degree How to market your practice through your book Paul G. McManus is a b…
…
continue reading
Producer Christopher takes over the podcast! he takes the recording equipment on the road and sets up at Sandhills Brewing during the launch of Jasons Prost for Probst Oktoberfest to ask attendees why they love Hutch.저자 Jason Probst
…
continue reading
1
The Integrated Financial Advantage with Jason Archambault & Matthew Neyland
36:23
36:23
나중에 재생
나중에 재생
리스트
좋아요
좋아요
36:23
On this episode of The Active Advisor podcast, host Bryan Moore chats with Jason Archambault, CFP, CPA/PFS, and Matthew Neyland, CFA, CAIA, of SKWealth. Join them as they discuss: Leading with financial planning and goals Adding value for clients with direct CIO access Constructing all-weather portfolios using alternatives Calming client’s nerves b…
…
continue reading
1
Family, Fitness, and Finding Purpose: The Davis Sisters' Share Life Lessons
39:40
39:40
나중에 재생
나중에 재생
리스트
좋아요
좋아요
39:40
Passion. Transformation. Family. Adam and Maggie dive deep with Adam's cousins, Cortney and Drew Davis, in a raw, inspiring conversation about transforming passions into professions. The Davis sisters bare their souls, sharing stories of self-discovery and evolution that will resonate with dreamers everywhere. Cortney's odyssey: From physical train…
…
continue reading
This one is going to hurt. In this episode of That Podcast in Hutch, my friend Brandy Sheahan Harris talks about the loss of her son, Sebastian, to a fentanyl overdose. Sebastian passed away on April 15, 2022. He was 21 years old. Brandy tells us about her son, moving us through his young life and lets us see, through a mother’s eyes, Sebastian’s l…
…
continue reading
1
Leading with a Client-First Mentality – End of Story, with Brett Danko, CFP®, and Ted Durkin
48:13
48:13
나중에 재생
나중에 재생
리스트
좋아요
좋아요
48:13
On this episode of The Active Advisor podcast, host Bryan Moore chats with Brett Danko, CFP®, and Ted Durkin, Main Street Financial Solutions. Join them as they discuss: Growing the business with great people and a client-first mentality The little things that make a big difference for advisors Fee-only financial planning and investment advisory se…
…
continue reading
I was visiting with my producer Christopher Acker about our 3-part series on addiction, alcoholism, and sobriety earlier this week. We got some remarkable feedback on the series, and I’m really thankful for the people who took time to reach out to share how the episodes had touched them. As we started talking about the upcoming episodes - including…
…
continue reading
1
30+ Years as an Independent and Fiduciary Steward with Philip S. L. Chao, CFP®
47:03
47:03
나중에 재생
나중에 재생
리스트
좋아요
좋아요
47:03
On this episode of The Active Advisor podcast, host Bryan Moore chats with Philip Chao, CFP®, founder of Experiential Wealth. Join them as they discuss: The evolution of the advisory landscape over three decades The importance of upholding the fiduciary standard Remaining fiercely independent in an evolving industry Seven traits to look for when hi…
…
continue reading
In this series of That Podcast in Hutch, we're taking a look at the use of alcohol and sobriety through several different lenses. To conclude our series on alcohol and sobriety, I visit with Seth Dewey, who works as a Health Educator at the Reno County Health Department. He has done incredible work to educate and inform our community about substanc…
…
continue reading
1
Serving Clients Through Life’s Journey with Brian Probst, CFP®, CRPC®
23:31
23:31
나중에 재생
나중에 재생
리스트
좋아요
좋아요
23:31
On this episode of The Active Advisor podcast, host Bryan Moore chats with Brian J. Probst, CFP®, CRPC®, Vice President of Wealth Management at Raymond James. Join them as they discuss: Brian’s career change from the packaging industry to financial planning Retirement planning for future flexibility Early retirees and the concept of “ifcome” Using …
…
continue reading
Jason and Producer Chris head out to Third Thursday to hear from you! We heard from folks about their pets, their summer, or anything else they wanted to share.저자 Jason Probst
…
continue reading
In this series of That Podcast in Hutch, we're taking a look at the use of alcohol and sobriety through several different lenses. In this episode, I visit with Mike and Cammie Rumback. They share their story about dealing with alcoholism - Mike as an alcoholic and Cammie as a wife and mother trying to navigate life with someone addicted to alcohol.…
…
continue reading
1
Building Genuine and Authentic Relationships and Having Fun Doing It with Austin Lane
45:39
45:39
나중에 재생
나중에 재생
리스트
좋아요
좋아요
45:39
On this episode of The Active Advisor podcast, host Bryan Moore chats with Austin Lane, CFP®, Founder and President of Greenwing Wealth Management. Join them as they discuss: Austin's background and journey to becoming an advisor Why currency is an opportunity for unification Austin’s outside the box approach to marketing Making financial advising …
…
continue reading
In this series of That Podcast in Hutch, we're taking a look at the use of alcohol and sobriety through several different lenses. In this episode, I visit with former District Court Judge and Kansas Representative Steven Becker. He shares the story of his struggle with alcoholism, his time in treatment, and how those moments changed his outlook on …
…
continue reading
1
From Communist Albania to Managing a Billion-Dollar Practice with Erold Merko
28:30
28:30
나중에 재생
나중에 재생
리스트
좋아요
좋아요
28:30
On this episode of The Active Advisor podcast, host Bryan Moore chats with Erold Merko, CRPC®, Senior Vice President, Wealth Management at Tenured Wealth Management. Join them as they discuss: Erold’s background in communist Albania and how it influenced his career The importance of international investing and diversification Educating clients abou…
…
continue reading
1
Turning Financial Chaos into Organization with Bradford S. Vannelli, CRPC®
36:33
36:33
나중에 재생
나중에 재생
리스트
좋아요
좋아요
36:33
On this episode of The Active Advisor podcast, host Bryan Moore chats with Bradford Vannelli, CRPC®, Partner and Wealth Advisor at Transcend Capital Advisors. Join them as they discuss: The advantages of being an independent advisor Overcoming unexpected challenges as an independent advisor The endowment model vs. traditional 60/40 Alternative inve…
…
continue reading
1
Blocking & Tackling as a 401(k) Plan Advisor with Evan Pawloski, AIF®
34:19
34:19
나중에 재생
나중에 재생
리스트
좋아요
좋아요
34:19
Let’s say hello to Evan Pawloski, AIF®. Here’s how Evan describes what he does: “I create World-Class 401(k) Plans for employers who want to hire and retain the Hardest-Working Men and Women in Michigan. Every employee deserves a path to become a Millionaire, and my team and I coach 401(k) participants to this goal every day.” On this episode of Th…
…
continue reading
1
How to Protect, Grow, and Monetize Your Asset with Thomas Fautrel
26:25
26:25
나중에 재생
나중에 재생
리스트
좋아요
좋아요
26:25
Forbes recognized Thomas Fautrel as a 2018 and 2019 Top Next-Gen Wealth Advisor, and in 2021-2024, Thomas was featured on the Forbes Best-In-State Wealth Advisors list. Before founding Seventy2 Capital, Thomas served as a Senior Vice President with Morgan Stanley Wealth Management and an Assistant Vice President with Merrill Lynch & Co. He began hi…
…
continue reading
1
Tour Da Yoop, Eh and Building Wealth – Drawing Correlations with James Studinger
35:32
35:32
나중에 재생
나중에 재생
리스트
좋아요
좋아요
35:32
Allow us to introduce James Studinger, a man who believes ‘Wealth is a Choice’, as he shares in his bestseller of the same name. James, a Yooper, has shaped his financial advising approach through his outdoor adventures in Michigan's Upper Peninsula. His experiences, from hiking across the U.P. to conquering Ironman races and climbing Mt. Rainier, …
…
continue reading
1
Winning with Fewer Clients and Customized Solutions: Insights from Bruce Berry of Genesis Financial Partners
30:05
30:05
나중에 재생
나중에 재생
리스트
좋아요
좋아요
30:05
Meet Bruce Berry; he’s intentionally not that guy. He’s not the guy who chases every business opportunity. He’s not someone who spends time on LinkedIn prospecting and connecting with potential clients. In fact, he doesn’t even have a LinkedIn account. He believes that fostering a fewer deep, and highly customized client relationships brings greate…
…
continue reading
1
Building a Successful Advisory with the Family-First Principle: Anthony Zanetti of Mardin Capital Group
35:55
35:55
나중에 재생
나중에 재생
리스트
좋아요
좋아요
35:55
‘Family First’ is a philosophy many believe in, yet few follow it in their work life. Why? Is it really possible to build a successful business around this philosophy? How about doing it while transitioning from a stable wholesaler career in financial advisory to the independent advisory side? Anthony Zanetti shows us how. On this episode of The Ac…
…
continue reading
1
Navigating Parenting, Pregnancy, and Entrepreneurship: Our Weekly Family Review
1:09:48
1:09:48
나중에 재생
나중에 재생
리스트
좋아요
좋아요
1:09:48
In this intimate episode, join Maggie and Adam as they sit down for their weekly family review. They discuss the joys and challenges of parenting their son Arlo, preparing for the arrival of their baby girl, and building their grant services business. From celebrating personal growth wins to working through communication strategies, this candid con…
…
continue reading
1
Embracing Community as a Key Differentiator with Randy Cohen, CRPC®
34:45
34:45
나중에 재생
나중에 재생
리스트
좋아요
좋아요
34:45
Discover why community involvement, philanthropy, and doing what’s right clients is at the core of Rany Cohen’s advisory practice. Catch this episode of The Active Advisor podcast, where host Bryan Moore chats with Randy Cohen, Financial Advisor at IHT Wealth Management. Join them as they discuss the world of finance, the importance of active manag…
…
continue reading
1
Actionable Tips for Advisors: Stand Out by Improving Online Presence With Matt Kress
36:09
36:09
나중에 재생
나중에 재생
리스트
좋아요
좋아요
36:09
What’s the single most important part of an Advisor’s website and how can you maximize its impact? Why does it matter if we can see your pupils? For answers to these questions and many more actionable tips to improve your website and LinkedIn profile, catch this episode of The Active Advisor. Host Bryan Moore chats with Matt Kress who is actively b…
…
continue reading
1
Can Priming Change Your Life? Insights from Tony Robbins' Unleash the Power Within
35:09
35:09
나중에 재생
나중에 재생
리스트
좋아요
좋아요
35:09
In this episode of The Adam and Maggie Show, the couple shares their transformative experience at Tony Robbins' Unleash the Power Within seminar. Fresh out of the immersive four-day event, they discuss the key takeaways that have left them feeling energized, inspired, and ready to integrate new practices into their lives. Adam and Maggie dive deep …
…
continue reading
Join Adam and Maggie on their transformative journey as they share insights and experiences from Tony Robbins' Unleash the Power Within event. In this episode, recorded at a picturesque cabin by Kanopolis Lake, the couple reflects on the first two days of the immersive personal development program. Discover the power of cultivating a positive minds…
…
continue reading
1
From Music to Becoming a Wealth Advisor: Riffing with Matt Zeigler
47:51
47:51
나중에 재생
나중에 재생
리스트
좋아요
좋아요
47:51
Discover the unconventional journey of Matt Zeigler, Managing Director and Private Wealth Advisor at Sunpointe Investments, as he shares insights on the role of trust, connection, and creativity in wealth advisory. Host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, riffs with Matt as they create a playlist while discussing Matt’s journ…
…
continue reading
1
From Wall Street to Main Street with Barbara Ginty, CFP®, CEPA®, President of IFS
32:41
32:41
나중에 재생
나중에 재생
리스트
좋아요
좋아요
32:41
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 Advi…
…
continue reading
1
Specialization and Success in Investment Management: Insights from David Marra, Co-Founder of Markin Asset Management
35:47
35:47
나중에 재생
나중에 재생
리스트
좋아요
좋아요
35:47
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…
…
continue reading
1
Leaning Into Your Advisory Superpowers: Solutions from Alisa Maute, CIMA®, CAIA℠
24:29
24:29
나중에 재생
나중에 재생
리스트
좋아요
좋아요
24:29
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 Ac…
…
continue reading
1
Fly Your Advisor Freak Flag: The Power of Differentiation with NYT Best-Selling Author, Michael Levin
34:08
34:08
나중에 재생
나중에 재생
리스트
좋아요
좋아요
34:08
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 …
…
continue reading
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…
…
continue reading
1
Why Doing Nothing Can Also Be Active Investing: A Conversation with Michael Heyman, CFA® of Heyman Investment Counseling
30:33
30:33
나중에 재생
나중에 재생
리스트
좋아요
좋아요
30:33
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 …
…
continue reading
1
Investing in a Low-Interest Rate Environment: Strategies for Success with Komson Silapachai, CFA® and Partner at Sage Advisory Services
41:21
41:21
나중에 재생
나중에 재생
리스트
좋아요
좋아요
41:21
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…
…
continue reading
1
Clarity to Take Action: Insights from Sarin Barsoumian, CFP®, CRPC®
28:36
28:36
나중에 재생
나중에 재생
리스트
좋아요
좋아요
28:36
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 ad…
…
continue reading
This episode of That Podcast in Hutch reaches back a way - to about a year ago when former Hutchinson resident Slade Templeton dropped into the studio while visiting family, in the country from his home in Bern, Switzerland. Slade is an eclectic mix of interests and skills. He’s the author of horror books - his latest being Truth of the Shadows, wh…
…
continue reading
1
Monetizing Intuition and Empowering Clients with Bruce Lee, Founder of Keebeck Wealth Management
30:40
30:40
나중에 재생
나중에 재생
리스트
좋아요
좋아요
30:40
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. Join us as we discuss the following topics: Monetizing intuition and how it plays into volatility The concept of investment vertebrae in d…
…
continue reading
1
Transforming the Human Experience of Money with Brian Portnoy, CFA and Founder of Shaping Wealth
32:03
32:03
나중에 재생
나중에 재생
리스트
좋아요
좋아요
32:03
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. Join us as we discuss the following topic…
…
continue reading
We're excited to launch our next season of That Podcast In Hutch! For this episode, we go back in time to 2022 - and the time that Sandhills Brewing had to sell an unimaginable amount of food in a ridiculous amount of time to keep its liquor license. Thankfully, our guest Pippin Williamson, was able to marshal his staff and the community to save th…
…
continue reading
1
From the US Army to Capital Markets with Bryan Moore, ETF and Capital Markets Expert at Harbor Capital
26:51
26:51
나중에 재생
나중에 재생
리스트
좋아요
좋아요
26:51
Today, we have a special episode of The Active Advisor podcast as our famed host, Bryan Moore, ETF and Capital Markets Expert at Harbor Capital, steps into the guest seat. Interviewing him is Glenn McBride, Head of Distribution Operations at Harbor. Join us as we discuss: The role of a capital markets expert Demystifying ETF liquidity Secret to unl…
…
continue reading
He started his investment business in Real Estate, and eventually migrated to Gold investment. Money market (UK) saw some of his publications on gold investing and enlisted Simon to write a column in Gold investing. Opportunities with gold: Invest in gold stocks. Invest in gold – some low and other high risk. A place to look at and download some in…
…
continue reading
1
Writing Your Financial Money Script with Yohance Harrison, BFA™, CRPC®, and CEO at Money Script Wealth Mgmt
53:22
53:22
나중에 재생
나중에 재생
리스트
좋아요
좋아요
53:22
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 th…
…
continue reading
1
”Salting Your Retirement Funds With Crypto, Tax Free” by Eric Tastet
46:10
46:10
나중에 재생
나중에 재생
리스트
좋아요
좋아요
46:10
Eric grew up in a single household – at times with mother and at times with father, quite a poor background. I ended up going to a seminary, became a pastor, planted a church, but took a break to give full attention to entrepreneurship. I learned financial management, but not financial strategies. I’ve had a window washing company, a pressure washi…
…
continue reading
1
Aligning Personal Growth and Financial Wellbeing for Attaining Self Actualization: Insights from Nicole Middendorf of Prosperwell Financial
35:18
35:18
나중에 재생
나중에 재생
리스트
좋아요
좋아요
35:18
Welcome to the latest episode of The Active Advisor podcast. Bryan Moore, ETF Capital Markets Expert at Harbor Capital, and Gavin Ernst co-host today's episode. Join them as they welcome Nicole Middendorf, CEO and Wealth Advisor at Prosperwell Financial. Nicole is a money maven, a knowledge junkie, and a born coach. She is an entrepreneur who left …
…
continue reading
Adam Carroll – Host of build a bigger life podcast; curator of master of money.com and founder of the shred method: Personal Background – pathway leading to him doing what he does His family appeared affluent or middle class, but money wasn’t really there. His family was loving and considerate. I used to use my credit card in college, and so I beca…
…
continue reading
1
A Holistic Approach to Independent Wealth Management: Insights from Tunde Ogunlana of Axial Family Advisors
27:43
27:43
나중에 재생
나중에 재생
리스트
좋아요
좋아요
27:43
In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Tunde Ogunlana, CFS, CES, Founder, and Family Wealth Advisor at Axial Family Advisors, an independent wealth advisory firm with a holistic approach to working with its clients. Tunde has over 20 years of experience as a financial plan…
…
continue reading
1
The Human First Approach to Wealth Advisory with Ross Marino, CFP®, CeFT® and Founder and CEO at Advisor2X
31:02
31:02
나중에 재생
나중에 재생
리스트
좋아요
좋아요
31:02
In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Ross Marino, CFP®, CeFT®, Founder and CEO of Advisor2X, a professional development company for financial advisors. Ross has been a financial advisor for over 30 years. He is a social entrepreneur, author, and founder of Transitus Weal…
…
continue reading
1
Independent Investment and Wealth Advisory: Challenges and Rewards with Bill Dougherty CFA®, CFP®
32:54
32:54
나중에 재생
나중에 재생
리스트
좋아요
좋아요
32:54
In this episode of the Active Advisor Podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Bill Dougherty, CFA®, CFP®, Wealth and Portfolio Manager at Main Street Financial Solutions. Bill is an independent advisor with over 22 years of experience in the financial services industry. Join us as we discuss: How and wh…
…
continue reading
1
”Strategies for Paying College Tuition” with Beth Probst
46:52
46:52
나중에 재생
나중에 재생
리스트
좋아요
좋아요
46:52
Beth is the founder and CEO of the At The Core program for launching High School students into College and helping them prepare for the coming life transition. Determining career aspirations, what courses of study will best support a given career: The cost of college: this could be made a broader conversation within the family, for example, discuss…
…
continue reading