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

Innovative Strategies To Modernize Asset and Wealth Management with Tim Kresl and Brian Moran (Ep. 4)

January 26, 2024 • 41 mins

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 …

Mark as Played

Discover How Bristol Gate Capital Partners Can Help You Invest Differently with Mike Capombassis & Poorya Ferdowsi (Ep. 3)

December 21, 2023 • 36 mins

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 …

Helping You Help Your Clients: Learn How To Craft Your Investment Portfolio with Dave Gilreath and Ron Brock from Innovative Portfolios, LLC (Ep. 2)

August 24, 2023 • 31 mins

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 …

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Mark as Played

Modernize, Simplify, And Revolutionize: Here’s What FLX Networks Has To Offer with Brian Moran (Ep.1)

August 10, 2023 • 26 mins

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 …

The Portfolio Playbook – Coming Soon

July 31, 2023 • 39 secs

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