Building Genuine and Authentic Relationships and Having Fun Doing It with Austin Lane
August 6, 2024
On this episode of The Active Advisor podcast, host Bryan Moore chats with Austin Lane, CFP®, Founder and President of Greenwing Wealth Management. Join them as they discuss the importance of building genuine and authentic client relationships, Austin’s outside the box approach to marketing and client engagement, and the value of a holistic approach that goes beyond merely minimizing costs.
On this episode of The Active Advisor podcast, host Bryan Moore chats with Austin Lane, CFP®, Founder and President of Greenwing Wealth Management.
Join them as they discuss:
- Austin's background and journey to becoming an advisor
- Why currency is an opportunity for unification
- Austin’s outside the box approach to marketing
- Making financial advising fun and enjoyable
- The misconception that “low-cost” is always best for the client
- The value of a holistic approach that goes beyond simply minimizing costs
Austin received his bachelor’s in finance from San Diego State University. He has earned the Certified Financial Planner (CFP) designation and a certificate of financial planning from Wake Forest University.
Austin currently serves as the chairman on the board of directors for the Helotes Area Chamber of Commerce and is a director for the Helotes Economic Development Corporation where he serves his community and neighbors by growing and developing businesses in Helotes. He also sits on the board of directors for the Bandera Natural History Museum.
Austin lives in Helotes, Texas with his wife and four young daughters. He enjoys a variety of outdoor activities including hunting, camping, smoking briskets and taking in sporting events.
Harbor Capital Details
- Harbor Capital Website
- Harbor Capital on LinkedIn
- Harbor Capital on Youtube
- Host Bryan Moore on LinkedIn
Guest Details
Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so