The Portfolio Playbook

The Portfolio Playbook


Latest Episodes

Innovative Strategies To Modernize Asset and Wealth Management with Tim Kresl and Brian Moran (Ep. 4)
January 26, 2024

The integration of advanced technology is greatly impacting the asset management industry. Ready to learn about the industrys tech-oriented approach? This week, Mark Spina is joined by Tim Kresl fro

Discover How Bristol Gate Capital Partners Can Help You Invest Differently with Mike Capombassis & Poorya Ferdowsi (Ep. 3)
December 21, 2023

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 firms Mike Capombassis and Poorya Ferdowsi.

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

Innovative Portfolios is a highly experienced institutional money management firm offering actively managed portfolio strategies to intelligent advisors ranging from financial professionals to RIAs, c

Modernize, Simplify, And Revolutionize: Here’s What FLX Networks Has To Offer with Brian Moran (Ep.1)
August 10, 2023

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,

The Portfolio Playbook – Coming Soon
July 31, 2023

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 ad