The Portfolio Playbook

Recent Episodes

Innovative Strategies To Modernize Asset and Wealth Management with Tim Kresl and Brian Moran (Ep. 4)

Posted January 26, 2024 • 00:41:59

The integration of advanced technology is greatly impacting the asset management industry.

Ready to learn about the industry’s tech-oriented...

Discover How Bristol Gate Capital Partners Can Help You Invest Differently with Mike Capombassis & Poorya Ferdowsi (Ep. 3)

Posted December 21, 2023 • 00:36:04

Ready to learn how Bristol Gate Capital Partners can help you (and your clients!) revolutionize your portfolios?

This week, Rich Miller sits...

Helping You Help Your Clients: Learn How To Craft Your Investment Portfolio with Dave Gilreath and Ron Brock from Innovative Portfolios, LLC (Ep. 2)

Posted August 24, 2023 • 00:31:53

Innovative Portfolios is a highly experienced institutional money management firm offering actively managed portfolio strategies to intelligent advisors...

Modernize, Simplify, And Revolutionize: Here’s What FLX Networks Has To Offer with Brian Moran (Ep.1)

Posted August 10, 2023 • 00:26:22

Asset managers, wealth managers, and financial advisors — get ready to take your practice to the next level with FLX Networks.

Welcome to...