Jun 22, 2023
Time to Pivot to Active Wealth Management with Michael Collins, CFA®, Founder and CEO of WinCap Financial
In this episode of the Active Advisor Podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, and co-host Bryan Griffin, CFP®, Regional Investment Consultant at Harbor Capital, are joined by Michael Collins, CFA®, Founder and CEO of WinCap Financial, an independent wealth management and financial services firm. The conversation cuts across key touchpoints in wealth management including:
Michael’s journey to founding WinCap Financial
A contrarian investment philosophy to seek high returns
How using Chat GPT can drive efficiencies in the financial advisory space
How to build your book of business through digital marketing
Key skills for financial advisors
How active management and quality stock selection can drive success
Long Summary (Website Landing Page) :
In this episode of the Active Advisor Podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, and co-host Bryan Griffin, CFP®, Regional Investment Consultant at Harbor Capital are joined by Michael Collins, CFA®, Founder and CEO of WinCap Financial, an independent wealth management and financial services firm. The conversation cuts across key touchpoints in wealth management including:
Michael’s journey to founding WinCap Financial
A contrarian investment philosophy to seek high returns
How using Chat GPT can drive efficiencies in the financial advisory space
How to build your book of business through digital marketing
Key skills for financial advisors
How active management and quality stock selection can drive success