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Leaning Into Your Advisory Superpowers: Solutions from Alisa Maute, CIMA®, CAIA℠
Manage episode 399569108 series 3461765
Konten disediakan oleh Meredith Wegerdt and Harbor Capital. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Meredith Wegerdt and Harbor Capital atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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
Alisa is a senior strategy and distribution leader in financial services with experience managing a team of 165 professionals across distribution, financial planning, insurance, and sales enablement for a Fortune 500 wealth management firm. She has a successful record in asset management across all distribution functions in all channels at WisdomTree, Van Kampen, and Morgan Stanley.
As Executive Vice President of Advisor Growth Solutions at LPL Financial, Alisa focuses on growing and optimizing advisor adoption of LPL’s platforms and consulting resources to grow their client relationships while also playing an integral role in setting the strategy and build-out of future wealth management offerings.
Guest Details:
Harbor Capital Details:
- Harbor Capital Website
- Harbor Capital on LinkedIn
- Harbor Capital on Youtube
- Harbor Capital on Twitter
- Host Bryan Moore on LinkedIn
Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so
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