In this episode of The Active Advisor podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors. The conversation cuts across multiple wealth management and investment planning touchpoints, including: The belief that when your values are clear, your decisions are easy Building relationships while growing the client’s portfolio Helping clients cut through the noise from financial media outlets Advice for budding financial advisors Active vs. passive investing