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Embracing Community as a Key Differentiator with Randy Cohen, CRPC®
Manage episode 412833265 series 3461765
Kandungan disediakan oleh Meredith Wegerdt and Harbor Capital. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Meredith Wegerdt and Harbor Capital atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Discover why community involvement, philanthropy, and doing what’s right clients is at the core of Rany Cohen’s advisory practice. Catch this episode of The Active Advisor podcast, where host Bryan Moore chats with Randy Cohen, Financial Advisor at IHT Wealth Management. Join them as they discuss the world of finance, the importance of active management, and why keeping your hands on the wheel matters.
This episode of The Active Advisor covers:
- Embracing community and family as a key differentiator
- The importance of giving back to your community
- Randy's passion for teaching financial literacy to young adults
- Keeping your hands on the wheel with active management
- Get to know Randy Cohen in 60 seconds
Randy is an experienced Wealth Management Advisor with a demonstrated history of working in the investment management industry. He is skilled in Insurance Planning, Securities, Asset Management, Investment Strategies, and Retirement Planning. Randy focuses on the whole plan in the client relationship. Randy loves his work with clients and gains great satisfaction from their achievements and milestones.
Guest Details
Harbor Capital Details
- Harbor Capital Website
- Harbor Capital on LinkedIn
- Harbor Capital on Youtube
- 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
39 episod
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