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 increase their firm’s engagement.
From the birth of FLX in 2019 to now. Listen in and learn the community’s role in modernizing, simplifying, and revolutionizing the engagement process that occurs between asset managers, wealth management firms, and financial advisors.
Brian discusses:
- What’s FLX and its approach to transforming the engagement and networking experience for financial professionals
- The three different ‘exchanges’ that sit within every community: The intelligence exchange, the investment exchange, and the solutions exchange
- Ways the FLX team helps asset managers build online storefronts to display their best-selling products and services
- How the pandemic transformed the way businesses connect with their clients and partners
- And more!
Resources:
Connect with FLX Networks:
Connect with Brian Moran:
About Our Guest:
Prior to launching FLX Networks, Brian Moran held multiple senior leadership roles, where he helped guide teams of financial professionals at Neuberger Berman and AMG to more than $100 billion in sales. During his 20 + year career, Brian has developed a broad perspective due to his numerous roles within the distribution ecosystem, including Wholesaling, National Accounts, Divisional Sales Management, Head of Broker-Dealer Sales, Head of National Accounts, and Co-lead of US Retail Distribution.
Brian earned a BS in Marketing from Penn State University and an MBA in Finance from Temple University. He is a Certified Investment Management Analyst (CIMA) and is actively involved in numerous industry organizations, such as the New York Economic Club, the Money Management Institute, and the Catalyst Group.
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