The Portfolio Playbook
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!
Episodes
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 indus...
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 us...
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 ...
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! 
Read more
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 h...
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!
Buck Sexton breaks down the latest headlines with a fresh and honest perspective! He speaks truth to power, and cuts through the liberal nonsense coming from the mainstream media. Interact with Buck by emailing him at teambuck@iheartmedia.com
The latest news in 4 minutes updated every hour, every day.