Brian Moran | Source | Founder and CEO at FLX Networks
Brian Moran
Brian is the CEO and Founder of FLX Networks. Brian launched FLX in December 2019, addressing a need for modernization in the asset and wealth management industries. Prior to founding FLX, he held multiple senior leadership roles, where he guided 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 B.S. 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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FLX Networks
Founder and CEO
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Retail Direct Channels: A Growing Threat to Traditional Advisors
Brian warns that retail direct channels pose a threat to advisors unable to adapt. He emphasizes the unique value advisors bring through emotional intelligence and personalized care. To compete, advisors must enhance client experiences by being responsive and making clients feel valued beyond mere accounts.
