PODCAST · business
The Portfolio Playbook
by FLX Networks
Welcome to The Portfolio Playbook, presented by FLX Networks, which is modernizing, simplifying, and revolutionizing the engagement experience between asset managers, wealth managers, and financial advisors. In each episode, we'll bring you valuable insights and perspectives from an array of key players in financial services and technology, including the ones you know already, and the ones you should get to know. Tune in to hear what drives these firms as they create compelling offerings for today’s markets. Now, onto the show!
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Innovative Strategies To Modernize Asset and Wealth Management with Tim Kresl and Brian Moran (Ep. 4)
The integration of advanced technology is greatly impacting the asset management industry. Ready to learn about the industry’s tech-oriented approach? This week, Mark Spina is joined by Tim Kresl from Broadridge and Brian Moran from FLX Networks. They discuss the need for innovation in the asset and wealth management industry, focusing on improving customer experiences … Read More Read More
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Discover How Bristol Gate Capital Partners Can Help You Invest Differently with Mike Capombassis & Poorya Ferdowsi (Ep. 3)
Ready to learn how Bristol Gate Capital Partners can help you (and your clients!) revolutionize your portfolios? This week, Rich Miller sits down with the firm’s Mike Capombassis and Poorya Ferdowsi. Mike and Poorya shed light on everything you need to know about the firm and how it uses data science in combination with fundamental … Read More Read More
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Helping You Help Your Clients: Learn How To Craft Your Investment Portfolio with Dave Gilreath and Ron Brock from Innovative Portfolios, LLC (Ep. 2)
Innovative Portfolios is a highly experienced institutional money management firm offering actively managed portfolio strategies to intelligent advisors ranging from financial professionals to RIAs, consultants, and institutional investors. In this episode, the firm’s Dave Gilreath and Ron Brock share their inspiring paths to becoming successful in the investment business. Dave and Ron also highlight their … Read More Read More
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Modernize, Simplify, And Revolutionize: Here’s What FLX Networks Has To Offer with Brian Moran (Ep.1)
Asset managers, wealth managers, and financial advisors — get ready to take your practice to the next level with FLX Networks. Welcome to The Portfolio Playbook Podcast! 🎉 In this inaugural episode, Brian Moran, the CEO and founder of FLX Networks, reveals what FLX has to offer to anyone in the financial industry looking to … Read More Read More
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The Portfolio Playbook – Coming Soon
Welcome to The Portfolio Playbook, presented by FLX Networks, which is modernizing, simplifying, and revolutionizing the engagement experience between asset managers, wealth managers, and financial advisors. In each episode, we’ll bring you valuable insights and perspectives from an array of key players in financial services and technology, including the ones you know already, and the … Read More Read More
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ABOUT THIS SHOW
Welcome to The Portfolio Playbook, presented by FLX Networks, which is modernizing, simplifying, and revolutionizing the engagement experience between asset managers, wealth managers, and financial advisors. In each episode, we'll bring you valuable insights and perspectives from an array of key players in financial services and technology, including the ones you know already, and the ones you should get to know. Tune in to hear what drives these firms as they create compelling offerings for today’s markets. Now, onto the show!
HOSTED BY
FLX Networks
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Frequently Asked Questions
How many episodes does The Portfolio Playbook have?
The Portfolio Playbook currently has 5 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Portfolio Playbook about?
Welcome to The Portfolio Playbook, presented by FLX Networks, which is modernizing, simplifying, and revolutionizing the engagement experience between asset managers, wealth managers, and financial advisors. In each episode, we'll bring you valuable insights and perspectives from an array of key...
How often does The Portfolio Playbook release new episodes?
The Portfolio Playbook has 5 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Portfolio Playbook?
You can listen to The Portfolio Playbook on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Portfolio Playbook?
The Portfolio Playbook is created and hosted by FLX Networks.
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