The Portfolio Playbook

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

By ThePortfolioPlaybook | 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, 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 …

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

By ThePortfolioPlaybook | 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, 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

By ThePortfolioPlaybook | 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 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 …