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PODCAST

Registered Investment Advisor Podcast

The Registered Investment Advisor podcast is a financial services marketing podcast for every financial service from insurance to investment advising. Host Seth Greene is a nationally recognized direct response financial services marketing expert. Guests on the RIA Podcast will include experts in the insurance marketing field. In each interview, they share financial tips and tricks to help other people in financial services and producers to up their game.

business marketing

All Episodes

15:34

Episode 213: How Concurrent Supports RIAs to Grow and...

Registered Investment Advisor Podcast ·

2025/07/16

Discover how Concurrent is empowering RIAs with scalable solutions, autonomy, and strategic investments to drive business growth and enhance client service.In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Nate Lenz, co-founder and CEO of Concurrent, a platform created to support independent wealth management firms. Nate explains how Concurrent has evolved from a consulting firm to a leading force in the RIA space, managing over $13 billion in assets. He

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14:03

Episode 212: Water and Wall: Revolutionizing PR and...

Registered Investment Advisor Podcast ·

2025/07/09

Discover how financial advisors can stand out and grow their business by educating clients and using innovative marketing strategies.In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Andrew Healy, Partner and Co-Founder at Water & Wall, who shares his insights on how wealth management firms and RIAs can use digital marketing and public relations to stand out in a crowded industry. With over 20 years of experience in financial marketing, Andrew emphasizes the

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17:52

Episode 211: Time Ahead: Investing for Prosperity and...

Registered Investment Advisor Podcast ·

2025/07/02

Learn how to build lasting wealth while making a meaningful impact through long-term investing, smart impact strategies, and navigating today’s complex market.In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Ryan Zabrowski, author of Time Ahead: Investor’s Guide to Prosperity and Impact, who shares his unique approach to long-term investing that balances financial growth with social responsibility. With over twenty years of experience as a portfolio manager

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13:58

Episode 210: The Blue Zone Blueprint for Financial...

Registered Investment Advisor Podcast ·

2025/06/25

What if the key to growing your financial practice wasn’t just helping clients build wealth, but helping them live longer, healthier, and happier lives?In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Jon Sabes, the founder of LongevityFP, a financial services entrepreneur, a longevity expert, and the author of Healthy, Wealthy, Longevity: Your Blueprint for a Happier, More Prosperous Future. As the founder of LongevityFP and a former CEO of a public

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15:13

Episode 209: Legacy on Film: The Emotional Power of...

Registered Investment Advisor Podcast ·

2025/06/18

Imagine preserving your family's history in a way that future generations will treasure forever—this isn’t just storytelling, it’s legacy-building.In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Chance McClain, the founder of Heritage Films, who shares his unique journey from traditional graphic design to becoming a leader in preserving family legacies through high-quality documentary filmmaking. With over 800 films created, Chance’s company specializes in

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14:00

Episode 208: The Infinite Banking Strategy Every...

Registered Investment Advisor Podcast ·

2025/06/11

What if everything you’ve been taught about managing your money as a business owner was wrong, and the real path to lasting wealth starts with becoming your own bank?In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with M.C. Laubscher, founder of Producers Wealth and creator of the Cashflow Ninja platform, who explains why traditional financial advice often fails business owners. He discusses how building your own banking system can unlock true financial freedom,

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13:20

Episode 207: Why Your CPA Should Be a Strategic...

Registered Investment Advisor Podcast ·

2025/06/04

Think all CPAs just file taxes? Chase Insogna is flipping the script—offering proactive advice that helps entrepreneurs save thousands and scale smarter.In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Chase Insogna, founder of Insogna CPA, who shares how he built a 20-person, women-led accounting firm that does more than crunch numbers—it delivers strategic insight and value-add advisory services to small business owners. From entity structure mistakes to

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16:07

Episode 206: Why RIAs Are Turning to Timber: A...

Registered Investment Advisor Podcast ·

2025/05/28

What if your next great investment wasn’t in stocks or real estate, but in trees? How timberland could be the most overlooked asset class in wealth management today.In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with John Brenard, co-founder of Southview Timber Investments, who shares how he transitioned from a decade in traditional wealth management to managing over 10,000 acres of timberland across the southeastern U.S. He explains why timber provides stable,

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14:29

Episode 205: Money Grows on Trees: Time Rich and...

Registered Investment Advisor Podcast ·

2025/05/21

What if you could break free from the rat race, create lasting wealth, and take back your time—all before turning 40?In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Lloyd Ross—a lawyer-turned-entrepreneur, bestselling author of Money Grows on Trees and Money Buys Happiness, and host of the top-rated "Money Grows on Trees" podcast. He shares how he built a multimillion-dollar wealth education empire, achieved financial independence in his 30s, and secured a

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17:58

Episode 204: The Advisor's Secret Weapon: How...

Registered Investment Advisor Podcast ·

2025/05/14

What if your CRM could actually help you grow instead of holding you back? Adrian Johnstone reveals how Practifi is transforming the way wealth management firms operate, scale, and serve their clients.In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Adrian Johnstone, co-founder of Practifi, who shares how his purpose-built CRM platform empowers financial advisory firms to streamline operations, unlock scalable growth, and deepen client relationships. From

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20:15

Episode 203: Scaling Hightower from $50B to $200B AUM...

Registered Investment Advisor Podcast ·

2025/05/07

What does it take to scale a $200B wealth management powerhouse while preserving the heart of independent advice?In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Bob Oros, Chairman and CEO of Hightower. Bob shares how he transformed a $50B firm into a $200B national wealth management platform by empowering advisors with scale, resources, and entrepreneurial freedom. Drawing on insights from over 50 M&A deals and decades in the industry, Bob discusses

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18:36

Episode 202: Reverse Mortgage Myths Busted: The Truth...

Registered Investment Advisor Podcast ·

2025/04/30

Think reverse mortgages are a last resort or a financial trap? Think again! In this eye-opening episode, mortgage expert Kevin Guttman debunks common myths, reveals the hidden advantages of reverse mortgages, and explains how seniors can unlock financial freedom, boost their retirement income, and even help their loved ones—all while living in the home they love.In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with mortgage expert and author Kevin Guttman. He

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14:29

Episode 201: The CPA & Financial Advisor Combo

Registered Investment Advisor Podcast ·

2025/04/23

Are you a business owner tired of unexpected tax bills and financial uncertainty? In this episode, Michael Uadiale, CPA and financial strategist, reveals how proactive tax planning and wealth strategies can help entrepreneurs in healthcare and real estate achieve financial freedom—while avoiding costly IRS surprises!In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Michael Uadiale, CPA and financial strategist. He shares how proactive tax planning and wealth

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15:31

Episode 200: The Elite Advisor Playbook: Lessons from...

Registered Investment Advisor Podcast ·

2025/04/16

Discover how top financial advisors break free from the time-for-money trap, scale their businesses, and attract high-net-worth clients with Erin Botsford’s Elite Advisor Success System ™!In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Erin Botsford, founder of the Elite Advisor Success System ™ and author of The Seven Figure Firm. She reveals how financial advisors can transition from service providers to true business owners by implementing scalable systems

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14:50

Episode 199: How Saphyre’s 108 Patents are Disrupting...

Registered Investment Advisor Podcast ·

2025/04/09

Discover how Saphyre is revolutionizing the financial industry by slashing fund onboarding time from 18 months to just 24 hours—Stephen Roche shares how their patented technology is changing the game for major institutions like BlackRock, JP Morgan, and BNY Mellon.In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Stephen Roche, co-founder of Saphyre, about how their cutting-edge technology is transforming the financial industry by streamlining fund onboarding

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17:22

Episode 198: The Future of Investment Hiring: What...

Registered Investment Advisor Podcast ·

2025/04/02

In a competitive financial job market where integrity and expertise matter more than ever, executive recruiter Michael Weinstock shares insider insights on what it really takes to land top-tier talent in portfolio management, wealth advisory, and investment firms.In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Michael Weinstock, Founder of Portfolio Placements & Resumes, LLC. In this episode, executive recruiter Michael Weinstock reveals the challenges and

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18:30

Episode 197: Leveraging Risk-Managed Portfolios for...

Registered Investment Advisor Podcast ·

2025/03/26

What if you could participate in market growth while protecting your portfolio from catastrophic losses? In this episode, Dan Baccarini of Beacon Capital Management reveals how risk-managed investing helps advisors and their clients confidently navigate market volatility.In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Dan Baccarini, CIMA®, Chief Distribution Officer at Beacon Capital Management. In this episode of the RIA Podcast, Dan Baccarini of Beacon

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17:26

Episode 196: Navigating the Trust Recession The One...

Registered Investment Advisor Podcast ·

2025/03/19

In a world where trust is at an all-time low, sales expert Ari Galper reveals how businesses can overcome the Trust Recession by shifting from outdated sales tactics to a revolutionary trust-building approach that closes deals in just one conversation.In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Ari Galper, the World’s #1 Authority on Trust-Based Selling & Founder of Unlock The Sales Game®. In this insightful interview, sales expert Ari Galper introduces

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17:39

Episode 195: Holistic Wealth The 5-Phase Blueprint to...

Registered Investment Advisor Podcast ·

2025/03/12

Dave Wolcott is a visionary wealth strategist dedicated to uncovering the financial strategies of the ultra-wealthy. With over twenty years of experience in alternative assets, tax strategy, and multi-generational wealth, he has partnered with top investors to develop the Pantheon Holistic Wealth Strategy, a blueprint for achieving financial freedom beyond traditional stock market investing. As the founder of Pantheon Investments, Dave empowers entrepreneurs with insider knowledge once reserved

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13:12

Episode 194: Building a Multi-Billion Dollar RIA

Registered Investment Advisor Podcast ·

2025/03/05

Joseph F. Bert, CFP®, AIF®, the Founder of Certified Financial Group, Inc., has been in the financial planning profession since 1976. He is also CEO of Certified Advisory Corp, a Registered Investment Advisor. Joe is a Certified Financial Planner® professional and a member of the Financial Planning Association where he served as the Orlando Chapter’s President and Chairman. As a graduate of the Accredited Investment Fiduciary® (AIF®) program, Joe is specially trained in investment fiduciary

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236 results

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