The Active Advisor
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内容由Meredith Wegerdt and Harbor Capital提供。所有播客内容(包括剧集、图形和播客描述)均由 Meredith Wegerdt and Harbor Capital 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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.
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45集单集