Send us Fan Mail

What does it take to walk away from Ralph Lauren and build a brand from scratch?

Charlie Schaefer, founder of Greyson Clothiers, joins In The Harbor to share the story behind one of the fastest-growing names in golf and lifestyle apparel.

From redefining golf style to building a brand worn by players like Justin Thomas and Jon Rahm, Charlie breaks down how Greyson carved out a unique space at the intersection of performance and luxury.

We dive into:

• Why traditional golf apparel missed the mark
• How Greyson built a premium brand from day one
• The importance of identity, storytelling, and community
• The role of athletes, partnerships, and positioning
• Where golf—and golf culture—is heading next

If you're interested in brand building, entrepreneurship, or the business behind modern lifestyle trends, this is one you won’t want to miss.

⚓️ Find us In The Harbor
Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.

🎙 Subscribe, follow, and join the conversation:
📸 Instagram & TikTok → @intheharborpod
💼 LinkedIn → Rock Harbor LLC
🐦 X & 📺 YouTube → @InTheHarborPod

#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan Mail

In today’s market, it feels like everything is happening at once. Geopolitical tension. Questions around private credit. Volatility in energy markets. Rising interest rates. Gold and silver surging.
And yet… markets continue to hold up.

In this episode of In The Harbor, we sit down with Rich Consul of Bankers Edge to break down what he calls the “Polycrisis” — a world where multiple macro forces are colliding at the same time.

More importantly, we explore why markets aren’t reacting the way many would expect. Rich shares his framework for cutting through the noise, including his weekly exercise — “Rich’s Weekend Five” — where he translates the week’s headlines into what actually matters for five key markets: the dollar, energy, stocks, yields, and gold.

We also discuss:
• Why this environment is both risk-off and inflationary
• Why traditional market relationships may be breaking down
• The role of the consumer balance sheet and liquidity
• Rotation from large caps into small and mid caps
• What’s real vs overblown in private credit
• Why energy may be the most important variable

This episode is built for advisors and investors trying to make sense of a complex and noisy macro environment — and focus on what actually matters.

⚓️ Find us In The Harbor
Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.

🎙 Subscribe, follow, and join the conversation:
📸 Instagram & TikTok → @intheharborpod
💼 LinkedIn → Rock Harbor LLC
🐦 X & 📺 YouTube → @InTheHarborPod

#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan Mail

What does it take to operate in some of the most remote places on earth — and build a premium brand around exploration?

In this episode of In The Harbor, we sit down with Brent Centlivre of Lindblad Expeditions to explore the evolution of expedition travel and the business behind it.

Brent is a senior leader at Lindblad Expeditions bringing deep expertise in the business of experiential travel — from understanding evolving consumer demand to navigating capital intensity, fleet management, and global operations in a highly specialized segment of the travel industry. His perspective sits at the intersection of adventure, hospitality, logistics, and long-term brand building.

Lindblad, a pioneer in expedition travel known for immersive, science-driven voyages to some of the most remote and extraordinary places on earth, partners with National Geographic to deliver exploration experiences that blend adventure, conservation, photography, and education — from Antarctica and the Galápagos to Alaska and the Arctic.

We discuss:
•The rise of experiential luxury and why travelers are prioritizing meaning over material
•How Lindblad’s partnership with National Geographic shapes brand, credibility, and demand
•Fleet economics, capital allocation, and the operational complexity of expedition cruising
•The surprising demographics driving growth in adventure travel
•Sustainability, conservation, and aligning mission with margin
•How expedition travel behaves through economic cycles

For financial advisors and business owners, this conversation touches on more than just travel. It’s about brand durability, capital intensity, consumer psychology, and the power of differentiated experiences.

Because at the end of the day, wealth isn’t just about accumulation — it’s about access and there’s more to life than markets.

⚓️ Find us In The Harbor
Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.

🎙 Subscribe, follow, and join the conversation:
📸 Instagram & TikTok → @intheharborpod
💼 LinkedIn → Rock Harbor LLC
🐦 X & 📺 YouTube → @InTheHarborPod

#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan Mail

In this episode of In The Harbor, Jason Johns and Scott Lindsay sit down with Lacey Shrum — attorney, former RIA CCO, and founder of SmartKX — to unpack one of the most overlooked drivers of RIA enterprise value:

Billing. Revenue. Fee transparency.

Most firms treat fee billing like “something that happens in the back room,” powered by Excel, muscle memory, and a lot of exceptions. Lacey argues that’s not just inefficient — it can be a quiet drag on revenue, client experience, compliance confidence, and valuation.

We get into:

• Why quarterly-in-advance billing creates hidden friction (especially around cash flows and volatility)
• The real-world issue of “snapshot billing” vs. what actually happened across the quarter
• Why billing methods can materially impact revenue (and what that means in a valuation / M&A environment)
• How firms can use better billing infrastructure to reduce client fee disputes and improve advisor recruiting
• The “three-part billing loop” Lacey focuses on: documentation → calculation → analysis
• What implementation looks like across different firm sizes (from sub-$1B to multi-custodian enterprise)

And because it’s In The Harbor, we close with some rapid-fire fun — Montana ranch life vs. RIA billing, NFL chaos, Chiefs vs. Lions diplomacy, and why certain rivalries feel a little… one-sided.

If you’re an RIA operator, CFO, COO, CCO, or anyone who cares about margin, scalability, and enterprise value, this episode will make you look at fee billing very differently.

Learn more: smartkx.io

(And follow SmartKX on LinkedIn for ongoing billing + revenue content.)

⚓️ Find us In The Harbor
Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.

🎙 Subscribe, follow, and join the conversation:
📸 Instagram & TikTok → @intheharborpod
💼 LinkedIn → Rock Harbor LLC
🐦 X & 📺 YouTube → @InTheHarborPod

#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan Mail

John Buccigross joins Sean Ritchlin and Jason Johns for a full preview of Olympic Hockey at Milano Cortina 2026. With NHL stars returning to the Games, best-on-best is finally back on the Olympic stage. Can Team USA’s blue line and goaltending depth hold up against Canada’s firepower? Who are the X-factors?

From roster battles and injury storylines to medal favorites and dark horses, this is your roadmap to Olympic hockey.

Best on best returns at #MilanoCortina2026 ❄️🏒 #WinterOlympics

⚓️ Find us In The Harbor
Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.

🎙 Subscribe, follow, and join the conversation:
📸 Instagram & TikTok → @intheharborpod
💼 LinkedIn → Rock Harbor LLC
🐦 X & 📺 YouTube → @InTheHarborPod

#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan Mail

In this episode of In the Harbor, we sit down with Josh Pantony, Founder and CEO of Boosted.ai, to explore how AI is reshaping not just investment research—but the business of advice itself.

Josh Pantony is the Founder and CEO of Boosted.ai, an AI-powered investment research platform built specifically for professional investors and financial advisors. With a background spanning capital markets, data science, and applied machine learning, Josh has spent his career focused on one core problem: helping advisors and investors make better decisions faster—without sacrificing rigor, transparency, or trust.

Under Josh’s leadership, Boosted.ai has developed Alfa, a conversational and agentic AI platform that integrates directly into real-world investment workflows. Beyond portfolio construction and macro analysis, Josh is especially focused on how AI can help advisors scale their impact—from generating differentiated insights to improving how they identify, engage, and communicate with prospective clients.

Josh is a frequent speaker on the future of AI in wealth management, with a practical, advisor-first perspective on using technology as a force multiplier—not a replacement—for human judgment and relationship-driven advice.

We start with Josh’s career arc and the founding of Boosted.ai, then unpack what agentic AI really means versus traditional large language models. From there, the conversation expands into how advisors are using AI to move faster and smarter across their workflows—from macro research and portfolio construction to prospecting and client acquisition.

Josh explains how AI can help advisors surface timely, relevant insights that spark better conversations with prospects, personalize outreach at scale, and spend less time searching for information—and more time building trust. We also dive into Boosted’s work around voice and conversational interfaces, why spoken interaction is a natural evolution for research and prospecting, and how advisors can stay compliant while embracing these tools.

We close with a forward-looking discussion on what the advisor of the future looks like—and why AI may ultimately make the human side of advice more valuable, not less.

Key themes include:

• Agentic AI vs. traditional LLMs
• AI as a force multiplier for advisor prospecting
• Turning research insights into client conversations
• Voice-driven workflows and efficiency gains
• Risk, compliance, and trust in AI-enabled advice
• The evolving role of the modern advisor

⚓️ Find us In The Harbor
Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.

🎙 Subscribe, follow, and join the conversation:
📸 Instagram & TikTok → @intheharborpod
💼 LinkedIn → Rock Harbor LLC
🐦 X & 📺 YouTube → @InTheHarborPod

#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan Mail

Join Jason Johns & Scott Lindsay as they sit down with President/CMO of Travel Planners International and Vacation Planners to discuss trends in travel, the evolution of the travel advisor and the role TPI is playing for travel advisors across the country.

Jenn over 30 years of experience building, managing, and training sales teams for Fortune 500 companies like Ryland Homes and Premiere Farnell. Her natural talent for elevating companies to the next level began in the early 80’s as one of Marriott Vacation Club’s first employees where she cut her teeth working with the company in its’ infancy and helping it rapidly grow.

Software Support, Inc. was next on Lee’s list, working in a fast-paced entrepreneurial environment alongside the owner as they developed the first-ever, 24-hour technical support company for the emerging personal PC market. Fast forward to 2008, Lee left the corporate grind behind and launched her consulting and speaking business on a mission to help America’s entrepreneurs make good decisions with where they spend their time and resources, “Working with crazy, sleep deprived entrepreneurs is what gets me out of bed at 5:00am every morning!”

⚓️ Find us In The Harbor
Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.

🎙 Subscribe, follow, and join the conversation:
📸 Instagram & TikTok → @intheharborpod
💼 LinkedIn → Rock Harbor LLC
🐦 X & 📺 YouTube → @InTheHarborPod

#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Send us Fan Mail

Founder & CEO at Manning Ventures

Behind 30 years of experience leading strategic transformations, mergers and acquisitions, and growth ventures, Patrick founded Manning Ventures I, an early stage venture capital fund. Manning Ventures helps ambitious and switched-on teams achieve their full potential across the nutrition tech, sports and wellness verticals.

Patrick’s career essentially began as an Olympic rowing medalist, where he developed a keen understanding for what it really means to be results oriented. Two weeks after the Barcelona Games, Patrick started at Harvard Business School and subsequently spent 19 years at Bain & Company, primarily in London. His focus at Bain was helping clients drive outsized outcomes in the consumer, retail, industrial and private equity sectors.

In 2019, Anglo American, the FTSE 10 diversified mining group, owner of De Beers and Bain client recruited Patrick to lead Group Strategy. Patrick worked closely with the CEO, top team, and Board to help devise and execute a major strategic, operational, and organizational turnaround that drove a 10x increase in share price. He was on the investment committee of Anglo Plats Ventures, which we spun out as a ~$200M+ venture fund.

Now, Manning Ventures is six investments in (2 nutrition, 2 wellness, 2 new sports media), two of which are incubations and all of which have all gotten off to an excitingly strong start.

Contact: patrickfmanningjr@gmail.com

⚓️ Find us In The Harbor
Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.

🎙 Subscribe, follow, and join the conversation:
📸 Instagram & TikTok → @intheharborpod
💼 LinkedIn → Rock Harbor LLC
🐦 X & 📺 YouTube → @InTheHarborPod

#InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing