The Active Advisor

About The Active Advisor

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. Tune in to raise the bar on your investment game and practice management! Welcome to The Active Advisor: Investment Research and Practice Management from the Pros! Brought to you by Harbor Capital.

Publisher

Harbor Capital

Category

business · business · news

Language

en

Explicit

No

First episode

28 Mar 2023

Latest episode

12 Mar 2025

Latest episodes

50 episodes in the feed.

1. 

   12 Mar 2025

   Beyond Investments: Why Client Goals Always Come First with Steve Otten, CFP®, CRPC®

   Host Bryan Moore interviews Steve Otten, CFP®, CRPC®, about prioritizing client goals over investments to build lasting wealth management success.

2. 

   26 Feb 2025

   The Willingness to Do More with Jeremiah Dellas

   Host Bryan Moore interviews Jeremiah Dellas, CFP®, CPFA®, President of Heirloom Wealth Partners, about building a thriving financial advisory practice through passion and community engagement.

3. 

   4 Feb 2025

   The Art of Building Client Relationships: Insights from Michael D'Aquila

   Host Bryan Moore interviews Michael D'Aquila, Partner and private wealth adviser, about building strong client relationships and adapting to the evolving financial industry.

Who has been a guest on The Active Advisor

Names identified in recent episode analyses. Showing up to five guests.

• Steve Otten CFP® CRPC®
• Jeremiah Dellas
• Michael D'Aquila
• Mary Schmid
• Madison Broyles

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

2,134,415

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

10 ratings

Spotify

4.9 / 5

9 ratings

Podcast Authority Score: 75 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

85

Social presence

0

YouTube

86

Engagement

77

Contact The Active Advisor

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about The Active Advisor