At its core, advanced planning is all about deploying a range of expertise to address clients’ financial needs beyond investment management. Done well, it can help build trusted, long-term relationships that may lead to additional assets under management and introductions to qualified prospective clients. For many investors, there’s a gap in these services.

On this episode of The Active Advisor podcast, host Bryan Moore chats with Dr. James Flanagan, PhD, President of Bentron Financial Group Inc., and Jigar Dosh, CRPC®, Financial Planner at Bentron.

On this episode of The Active Advisor podcast, host Bryan Moore chats with Phil Buchanan, Executive Chairman of Cannon Financial Institute. Phil explores key strategies for advisors who are looking to dial up their client conversations. He discusses daily challenges for advisors, actionable tips to have deeper and more meaningful conversations, and building successful practice management strategies.

In this video, technology analyst, Owen Hyde, and client portfolio manager, Mary Flaherty, of Jennison discuss the ongoing strength of growth stocks, driven by earnings and appropriate valuations, and explore new opportunities beyond the "Magnificent Seven." They highlight key secular growth themes in healthcare innovation, mobility, industrial automation, and artificial intelligence, emphasizing the evolving landscape for growth investors.

In this video, Owen Hyde, a technology analyst at Jennison, and Mary Flaherty, a client portfolio manager, discuss the rapid development of generative artificial intelligence, the multi-year product cycle, and its impact on businesses and consumers. They explore the challenges, opportunities, and potential future growth for artificial intelligence, offering insights for active growth investors.