Diversifying for Success with Philip Chao & Bryan Moore | Tao of Chao 22

The Tao of Chao Podcast

In this episode of The Tao of Chao podcast, host Philip Chao switches roles and becomes the guest as he sits down with Bryan Moore for a deep dive into discretionary investment management and the importance of diversification. Philip shares insights into his work advising institutions, including the nuances of behavioral finance and portfolio management in today’s financial landscape. Together, they explore how tactical adjustments can protect clients from market volatility while also seizing new opportunities.

Philip also reflects on the early influences that shaped his financial journey and the balance between emotion and strategy in managing wealth. Don’t miss this engaging conversation packed with practical advice for investors and financial advisors alike.

DISCLOSURE: Views expressed in the Tao of Chao podcasts are individual opinions and they do not represent the employers of each guest or the firm with which each guest is associated. Our podcasts are for educational and informational purposes only and should not be deemed or viewed as investment advice or recommendations. Please consult your personal financial advisor, investment expert, or investment fiduciary before taking any actions about your plan and investments.

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1. Cold Open (00:00:00)

2. Introducing Bryan Moore and Active Advisor (00:00:17)

3. Crossover: The Active Advisor Podcast with Bryan Moore (00:01:18)

4. Experiential Wealth (00:01:38)

5. Diversification and Behavioral Finance (00:03:12)

6. Q1: What's Philip's first memory of money (00:05:00)

7. Philip's career path (00:07:45)

8. Financial Advisors as Lifestyle Architects (00:10:26)

9. How has the independent advisor space changed over decades? (00:11:25)

10. Institutional advising (00:19:21)

11. Philip's Passion: The Fiduciary Standard (00:23:00)

12. What makes a good advisor? (00:27:15)

13. The New American Renaissance (00:33:03)

14. Active Managment (00:40:42)

15. Takeaways (00:42:57)

16. Legal Disclaimer (00:43:46)

17. EoS (00:44:16)