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

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

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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 transition from working at larger firms to creating their very own registered investment advisory (RIA) business. 

Additionally, they also emphasize Innovative Portfolios’ distinctive investment strategies while outlining everything you need to know about their industry competitors and ideal clients. 

Dave and Ron discuss:

  • The personal inspirations and experiences that led them to pursue their careers in finance
  • The concept of ‘fee-only’ and the role of transparency when it comes to client-advisor relationships 
  • SMAs and ETFs as part of the firm’s investment strategies 
  • Pain points within the RIA industry (including the commoditization of advice and fee compression) and how it impacts client-advisor relationships
  • Tips and tricks to differentiate and innovate the way you offer services and products to your clients 
  • And more!

Resources:

Connect with Dave Gilreath:

Connect with Ron Brock:

Connect with FLX Networks: 

About Dave Gilreath, CFP®  

MANAGING DIRECTOR | CHIEF INVESTMENT OFFICER | PORTFOLIO MANAGER

As a founding principal and chief investment officer of Innovative Portfolios, LLC, Dave Gilreath shares responsibility for setting investment policy, asset allocation, and security selection for the company’s accounts. He serves as portfolio manager for investment strategies and as chair of the investment committee, providing overall guidance, leadership, and direction. 

Since 2001, Dave has been chief investment officer and managing director of a registered investment advisory firm he co-founded with Ron Brock. In that firm, Dave drives investment policy and leads the investment committee, making weekly equity decisions regarding all of its portfolio strategies. Dave also serves as a partner in the RIA’s institutional investment division and related investment management companies.

About Ron Brock:

MANAGING DIRECTOR | CHIEF FINANCIAL OFFICER | PORTFOLIO MANAGER

As a founding principal and chief financial officer of Innovative Portfolios, LLC, Ron handles all facets of finance and business operations for the company and its affiliated registered investment advisory firm. 

In this role for each of these businesses, he coordinates operations with compliance, oversees financial management, and directs marketing efforts and staffing. Ron helps guide overall strategic direction and investment policy for these firms, serving as a leading member of the investment committee and as co-manager of one of the investment strategies for Innovative Portfolios.

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

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

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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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