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Advising Influencers, NIL Athletes, and Women with Madison Broyles
Manage episode 460006030 series 3461765
Contenido proporcionado por Meredith Wegerdt and Harbor Capital. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Meredith Wegerdt and Harbor Capital o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
On this episode of The Active Advisor podcast, host Bryan Moore chats with Madison Broyles, Executive Vice President at Astra Wealth Management.
Join them as they discuss:
- Madison’s experience as a female rising the ranks in financial services
- Unique financial challenges faced by NIL athletes, influencers, and young professionals
- How Astra is working to make financial advice accessible to everyone
- Educating and empowering younger generations for financial success
- How financial advisors can break the mold and truly make a difference
With over a decade of experience in wealth management, Madison specializes in serving ultra-high-net-worth clients by providing seamless and stress-free financial expertise. Her dedication to building strong relationships, coupled with her expertise in financial planning, has served her throughout her career, making her a trusted advisor to business owners, female executives, and multi-generational families. Outside of her professional life, Madison is also an avid tennis player, a committed volunteer, and a passionate traveler.
Harbor Capital Details:
- Harbor Capital Website
- Harbor Capital on LinkedIn
- Harbor Capital on Youtube
- Host Bryan Moore on LinkedIn
Guest Details:
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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