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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

21:27

Episode 193: Imagine Retirement: Creating a Secure...

Registered Investment Advisor Podcast ·

2025/02/26

Stephen W. Richman, President, and CEO of Rockdale Financial Services, Inc., has been providing investment and estate planning advice for over 45 years. A third-generation financial advisor, Steve was introduced to the business by his father.Steve holds Series 6, 26, and 63 securities registrations and is licensed to provide Life, Health, and Disability Insurance. Stephen Richman is currently registered in 17 states of the USA. Mr. Richmans’ broker dealer, Cetera Advisors, is currently registered

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66:35

Bonus Episode: How RIAs Can Finally Get Weekly...

Registered Investment Advisor Podcast ·

2025/02/19

Seth Greene is the nation’s foremost authority on how to grow your business with 50 DREAM affiliates and our founder, growing us to the Inc 5000 list in 2023. He is the co-host of the Sharkpreneur podcast with Shark Tank’s Kevin Harrington, which was named the number 6 business podcast to listen to. Seth is a 9 time best selling author who has been interviewed on NBC news, CBS news, Forbes, Inc, CBS Moneywatch, and the only person in history to be nominated three years in a row for the prestigious

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13:59

Episode 192: From CPA Firm to $3 Billion AUM: The...

Registered Investment Advisor Podcast ·

2025/02/12

Peter Golotko has dedicated his career to helping people achieve financial independence, helping businesses and business owners reach and exceed their goals, and helping charitable institutions protect and make the best possible use of their resources. With over 25 years of experience in investing, financial planning, accounting, and taxation, he brings a wealth of knowledge and experience to the financial planning process.Peter is the majority owner of CPS Investment Advisors, and also serves as

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24:29

Episode 191: Private Equity Playbook: Strategies to...

Registered Investment Advisor Podcast ·

2025/02/05

Visionary empire builder, CEO coach, top 1% speaker, and three-time #1 bestselling author, Adam Coffey builds high-performance cultures that drive transformative exponential growth. Coffey is a founding partner of CEO Advisory Guru, providing consulting services to PE portfolio companies, founders, family offices, and elite executives.A CEO for more than two decades, he led three national private equity-backed service companies for nine PE sponsors, realizing billions of dollars and averaging 5X

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17:22

Episode 190: Why Mobile Home Parks and Parking Lots...

Registered Investment Advisor Podcast ·

2025/01/29

Why Mobile Home Parks and Parking Lots are Hidden Goldmines– The RIA Podcast with Seth Greene Episode 190 Kevin Bupp Kevin Bupp is a Florida-based Real Estate Investor, top Apple podcast host, and best-selling author of The Cashflow Investor with over $300 million in real estate transactions under his belt. Based on his decades of experience, Kevin has identified Mobile Home Parks and Parking Lots as the top real estate investments in the current market. On his podcast, "Real Estate Investing for

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15:45

Episode 189: Uncovering Hidden Wealth: Oil and Gas...

Registered Investment Advisor Podcast ·

2025/01/22

A fourth-generation oilman and Texan, Jace Graham focuses on acquisition, investment, and asset management, specializing in mineral rights, oil/gas royalties, non-operated working interests, and real estate holdings. Since 2009, he has successfully identified, evaluated, acquired, and managed over $50mm in mineral/royalty assets. With expertise in converting real estate investments to oil/gas investments via a 1031 exchange, he can specialize in direct, alternative asset investments and channel this

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17:11

Episode 188: Empowering Healthcare Professionals

Registered Investment Advisor Podcast ·

2025/01/15

From witnessing his hardworking father grapple with a debilitating disease to observing his family's financial struggles amidst medical challenges, Eric's journey into the financial world was not just a career choice—it was a calling. Eric grew up seeing firsthand the gap in personalized financial advice. He realized that his parents, like many hardworking professionals, were navigating a complex financial landscape without the comprehensive guidance they desperately needed. This propelled Eric to

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14:30

Episode 187: Boost Your Visibility: How Share Scoops...

Registered Investment Advisor Podcast ·

2025/01/08

Augustus Christensen is the founder and CEO of Share Scoops, a comprehensive content creation platform that helps financial professionals create effortless content that attracts and engages clients.Share Scoops Pro Content Suite saves advisors time and strengthens their digital presence through consistent, high-quality content. Users can customize Share Scoops’ endless digestible news and education bites to share social media posts and personalized newsletters in seconds. Before founding Share

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17:35

Episode 186: Unlocking Capital and Expertise: How...

Registered Investment Advisor Podcast ·

2025/01/01

Chris Van Dusen is a Senior Partner at Solyco Capital as well as Chief Growth Oﬃcer and Partner in 3 exits through Acquisition. Solyco, is a vertically integrated investment firm that delivers capital solutions for late-stage startup and growth companies. They take a private equity approach to venture capital. Solyco builds its portfolio of assets brand by brand - instead of through specific categories. Once the investment is secured, a partner led team is deployed on secondment to work alongside

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15:51

Episode 185: The Innovation Junkie’s Blueprint: The...

Registered Investment Advisor Podcast ·

2024/12/18

Dr. Jeff D. Standridge helps organizations and their leaders generate sustained results in the areas of innovation, strategy, profit growth, organizational effectiveness and leadership. Formerly a Vice President for Acxiom Corporation, he has led established and startup businesses in North & South America, Europe, Asia and the Middle East. Jeff serves as Managing Director for the Conductor, Co-founder of Cadron Capital Partners, and teaches Entrepreneurial Finance & Innovation Leadership in the

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14:11

Episode 184: Building a Tax Firm from the Ground Up

Registered Investment Advisor Podcast ·

2024/12/11

Joesph Romano assists over 600 small to mid-size businesses and individual clients. For over 20 years, he has been an Advanced Certified QuickBooks ProAdvisor as well as Certified QuickBooks Point-of-Sale advisor and is extremely knowledgeable with most QuickBooks products.Joe previously served on the board of Entrepreneurs Organization of New York as Education Chair and has also served on the board of advisors of a major credit card processing company. He is an active member of the Knights of

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17:55

Episode 183: Mastering Life Insurance Distribution...

Registered Investment Advisor Podcast ·

2024/12/04

Jimmy Milliron is the President and sole owner of National Brokerage Atlantic (NBA), a leading Brokerage General Agency specializing in life insurance for affluent clients and privately-held companies. Since taking the helm in 2019, Jimmy has driven NBA's growth and strategic vision, offering unmatched expertise and market access for financial professionals. With a robust background in the life insurance industry, Jimmy has collaborated with top-tier life insurance carriers, elite producers, and

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17:09

Episode 182: Navigating Financial Crime Compliance...

Registered Investment Advisor Podcast ·

2024/11/27

An academic-turned-practitioner, Michelle Frasher, PhD, CAMS brings over 20 years of subject expertise in geopolitics, finance, terrorism, and data privacy with leadership experience in leading multi-disciplinary teams to build AML/CFT and Sanctions compliance products and services for a global clientele. She is currently the Head of Compliance and Regulatory Strategy at the AI regulatory technology firm, Silent Eight, and previously held key leadership positions at LexisNexis Risk Solutions as

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16:24

Episode 181: Building a Global Residential Credit...

Registered Investment Advisor Podcast ·

2024/11/20

Hasseeb Rahman is Portfolio Manager at The Palisades Group and has been with the Firm since 2014. He is responsible for overseeing the deployment and management of various fund strategies and vehicles, ensuring their effective implementation. As co-leader of the Portfolio Management Team, Mr. Rahman plays a vital role in shaping and executing the Firm's investment strategy. Additionally, he has been actively involved in all aspects of People Operations at the Firm. Prior to joining Palisades, Mr

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16:46

Episode 180: Your Future is Now: Lessons in Wealth...

Registered Investment Advisor Podcast ·

2024/11/13

With almost twenty-five years of experience as a financial advising professional, Jeffrey Panik, MSFS, CFP® knows that his job is to help clients strike a balance between living well today and planning for the future. Throughout his career, Jeff has worked with hundreds of families, individuals, and small businesses to help them set goals, strategically manage their assets, and work toward achieving their dreams. The first in his family to attend college, Jeff believes it is imperative to start the

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21:52

Episode 179: Revolutionizing Early Career...

Registered Investment Advisor Podcast ·

2024/11/06

Steven Rothberg is the Founder of College Recruiter job search site, which believes that every student and recent graduate deserves a great career...and that it should be easy and inexpensive for employers to hire them. Each year, more than 12 million students, recent graduates, and other early career candidates use College Recruiter to help them find part-time, seasonal, internship, and other early career job opportunities almost anywhere globally. Steven founded the company out of which College

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19:19

Episode 178: The Anti-Woke Job Board Revolution: How...

Registered Investment Advisor Podcast ·

2024/10/30

Andrew Crapuchettes is a pioneer in the labor market data and analytics industry, and he is the visionary behind RedBalloon.Mr. Crapuchettes began his career as a young Silicon Valley entrepreneur, building business process automation and selling 3D modeling software. In 2001, Mr. Crapuchettes became a founding member and later CEO of Emsi (now Lightcast), which he transformed from a little-known consulting company of three employees to an international economic data firm with over 250 employees

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15:39

Episode 177: How Boosted.ai Supercharges Productivity...

Registered Investment Advisor Podcast ·

2024/10/23

Josh Pantony is a co-founder and CEO of Boosted.ai – an artificial intelligence company that brings advanced machine learning tools to institutional investors. Since starting Boosted.ai in 2017, the company has helped dozens of investment managers – whose AUM totals over $1 trillion – implement machine learning in their portfolios. Prior to founding Boosted.ai, Josh was a Principal Machine Learning engineer at Bloomberg for 4 years. At Bloomberg, he helped start and build numerous critical Machine

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17:44

Episode 176: The Fortune of Youth: Cultivating...

Registered Investment Advisor Podcast ·

2024/10/16

Travis Freeman became a self-made millionaire in his 20s and experienced food stamps as a child. As a financial planner to entrepreneurs and executives, Travis invested in private businesses while scaling his own. He's the author of The Fortune of Youth and a frequent guest on Fox news KTVI. Travis and his wife, Marina, enjoy philanthropy focused on helping first-generation students afford college. Listen to this insightful RIA episode with Travis Freeman about cultivating financial habits for

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18:52

Episode 175: The Secrets to Financial Planning...

Registered Investment Advisor Podcast ·

2024/10/09

Brian Preston is the founder and host of The Money Guy Show and Managing Partner and co-founder of Abound Wealth Management. He started podcasting as a passion project in 2006 out of pure excitement to share the good news of financial strategy with the masses. Fast forward to today, and The Money Guy Show is its own enterprise, helping millions of individuals build wealth and own their time. When he’s not busy making the wonderful world of finance accessible to the public, you can find him spending

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236 results

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