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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

18:16

Episode 233: Scaling Smarter: Maximizing Tech ROI in...

Registered Investment Advisor Podcast ·

2025/12/03

Are you using your technology to its fullest potential?In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Christopher Johnson, CEO of TrigaByte Technologies, who delves into the challenges wealth management firms face when integrating technology and maximizing its potential. With 30 years of experience, Chris shares his journey from working as a compliance officer to founding Trigger Byte, where he helps advisors leverage technology for greater efficiency and

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14:12

Episode 232: From Website Widget to 200K Qualified...

Registered Investment Advisor Podcast ·

2025/11/28

What if adding a simple quote widget could turn your existing contacts into a steady stream of life-insurance buyers without high-pressure sales?In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Brian Greenberg, Co-Founder & CEO of Quoteplicity, who shares how running an all-inbound, phone-based life insurance agency for 15 years led him to build a platform that has helped create 200,000+ leads for agents and agencies. He breaks down low-friction funnels,

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17:15

Episode 231: Turning Potential Into Performance:...

Registered Investment Advisor Podcast ·

2025/11/19

Feeling stuck in your career and unable to break through? What if the key to unlocking your potential and achieving real growth lies in a simple shift in mindset and systems, not just working harder?In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Jim Effner, founder of the P2P Group, a coaching and training firm dedicated to helping financial advisors turn their potential into real performance. With over 30 years of experience in the financial industry, Jim

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19:49

Episode 230: Wealth on the Beach

Registered Investment Advisor Podcast ·

2025/11/12

Freedom gets a lot easier when your systems work harder than you do.In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Daniel Alonzo, Wealth Coach, who unpacks the mindset and mechanics of true financial freedom. Financially independent by 28, Daniel scaled to 1,500+ agents across 60 offices and hosts the Wealth on the Beach podcast. He breaks down scaling via leadership, content consistency, and modern messaging that attracts the next generation while building

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14:07

Episode 229: Build a Leader Brand People Trust

Registered Investment Advisor Podcast ·

2025/11/05

Silence online isn’t neutral anymore; it’s a risk you can’t afford.In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Jess Jensen, Founder and CEO of Co-pilot Communications, who is a former Fortune 500 leader who ran digital, social, and executive communications at Nestlé, adidas, Qualcomm, and Microsoft. Jess helps C-suite executives and founders present themselves online as authentic individuals—transforming leadership values into content that fosters trust,

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16:18

Episode 228: How Bill Good Marketing Doubles Advisor...

Registered Investment Advisor Podcast ·

2025/10/29

Why most advisors are drowning in marketing activity but starving for real results, and how to fix it before your pipeline runs dry.In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Matt Hicken, Senior Vice President of Consulting at Bill Good Marketing, who has coached hundreds of advisors and built practices from the ground up. In this discussion, Matt explains how Bill Good shifted from cold calling and direct mail to a system of documented best practices

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26:48

Episode 227: Revolutionizing Investment Analysis for...

Registered Investment Advisor Podcast ·

2025/10/22

What if you could score and rank hundreds of investment funds in mere moments, based on your unique preferences?In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Eric Smith, J.D., Chairman & CEO of Decision Technologies Corporation, who discusses their patented decision assistant technology, designed to help investment professionals score and rank mutual funds and ETFs. This powerful tool allows advisors to customize 48 performance factors, enabling them to

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14:46

Episode 226: How Small Cap Strategy Can Complement...

Registered Investment Advisor Podcast ·

2025/10/15

– The RIA Podcast with Seth Greene Episode 226 Brett MeyerThe future of small cap investment is in active ETFs—and Toll & Co. is at the forefront. Brett Meyer, CFA, FRM, Head of Capital Formation at Towle & Co., explores the firm's small-cap value strategy. With over 43 years of success, Toll & Co. focuses on undervalued, cyclical companies, using a disciplined approach that makes it a unique player in the investment world. Brett shares how their strategy fits into clients' portfolios and the

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13:35

Episode 225: Partnering with RIAs: The Members Trust...

Registered Investment Advisor Podcast ·

2025/10/08

When it comes to trust management, most firms focus on compliance—Members Trust focuses on relationships.In this episode of The RIA Podcast Episode 225, Seth Greene interviews Ken Lako, President and CEO of Members Trust Company, who is a leader in trust and fiduciary services. With over 25 years of experience in law, investment management, and trust administration, Ken shares how Members Trust focuses on both growth and compliance, helping clients build and maintain their legacies. From working

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14:31

Episode 224: Waltz: Real Estate Investing Made Simple

Registered Investment Advisor Podcast ·

2025/10/01

Real estate investing doesn’t need to be slow, confusing, or local.In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Yuval Golan, CEO and Founder of Waltz, a groundbreaking fintech-proptech platform that simplifies U.S. real estate investing—especially for foreign nationals. With experience working in 18 countries and living in 9, Yuval created Waltz to eliminate the red tape and delays that frustrate global investors trying to navigate the U.S. market. Today,

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19:47

Episode 223: Democratizing Access to Venture Capital...

Registered Investment Advisor Podcast ·

2025/09/24

Venture capital is no longer just for the ultra-wealthy. Discover how a unique strategy is opening up exclusive investment opportunities to a wider audience.In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Jeff Ransdell, Managing Director and Founding Partner at Fuel Venture Capital, who explains how his deep knowledge of the wealth management industry is helping to democratize access to high-value venture capital opportunities. Drawing on his experience at

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14:09

Episode 222: Empowering Women to Build Wealth and...

Registered Investment Advisor Podcast ·

2025/09/17

Financial freedom isn't a pipe dream—it's a journey. In this episode, we dive into how women can take control of their financial futures, build wealth, and change the narrative.In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Michelle Taylor, founder of Women in Wealth Initiative, who talks about her mission to empower women to build their financial futures. From overcoming personal finance challenges to creating a supportive community, Michelle shares her

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15:31

Episode 221: How Family Governance Can Preserve...

Registered Investment Advisor Podcast ·

2025/09/10

Learn how to preserve wealth across generations and understand the importance of family governance in making sure your legacy continues and prospers for many years.In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Tom Rogerson, President and CEO of GenLeg Co., Inc. He is a leading expert in family governance and wealth preservation. With decades of experience in financial planning and estate management, Tom discusses the challenges wealthy families face in

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18:29

Episode 220: The Insider's Guide to Pre-IPO Trading

Registered Investment Advisor Podcast ·

2025/09/03

Pre-IPO investments present great growth opportunities, but how can you navigate this high-stakes market successfully? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Christine Healey, Founder of Healey Pre-IPO, who shares valuable insights into the complexities of pre-IPO trading, blending her experience in investment banking and brokerage. She emphasizes the growing need for professional guidance in the increasingly fragmented pre-IPO market and highlights

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16:06

Episode 219: From Hedge Fund to Multi-Family Office

Registered Investment Advisor Podcast ·

2025/08/27

If building and preserving wealth feels overwhelming, these insights are designed for ultra-high-net-worth families and corporate executives like you.In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Gerasimos Efthimiatos, CEO of Chesapeake Asset Management, who shares his extensive experience in managing multi-asset portfolios for high-net-worth individuals and families. After 18 years in the hedge fund industry, Gerasimos now leads an innovative wealth

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16:00

Episode 218: Commercial Real Estate Secrets to Build...

Registered Investment Advisor Podcast ·

2025/08/20

💡 From the Gridiron to Financial Guidance: How OneFormer Athlete is Changing Lives in Underserved Communities In this episode of Legacy Leaders, Katie Beth and Oliver sit down with Jazz Scott, a former athlete turned financial advisor with a mission to elevate financial literacy in underserved communities. Together, they explore the intersection of sports, financial planning, and social impact, sharing valuable insights and practical tips for listeners. Jazz draws from his powerful personal story

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17:05

Episode 217: Goldback: Revolutionizing Gold for...

Registered Investment Advisor Podcast ·

2025/08/13

Gold doesn't need to sit in a vault — now it can be spent just like regular money!In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Jeremy Cordon, Founder and CEO of Goldback Inc. He discusses an innovative solution for using gold as everyday currency. Jeremy explains how Goldback makes physical gold accessible, spendable, and practical for modern transactions, providing an inflation-proof way to protect and trade wealth. Learn how this unique product has

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14:12

Episode 216: Leading a $6B Firm Through Complex...

Registered Investment Advisor Podcast ·

2025/08/06

Explore how a seasoned CEO leads a $6 billion advisory firm through complex client challenges, evolving advisor expectations, and a rapidly changing financial landscape. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Julie Parisio Roy, CEO and Wealth Manager at Badgley Phelps Wealth Management, which manages $6 billion in assets. She shares insights from nearly 30 years in the industry. She explains how her firm serves over 1,100 families, focusing on

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17:46

Episode 215: Empowering Financial Advisors: Solving...

Registered Investment Advisor Podcast ·

2025/07/30

Discover how cutting-edge technology is revolutionizing health insurance and Medicare planning, helping financial advisors bridge a critical gap for their clients facing retirement decisions. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Drew Shockley, Co-Founder & Head of Development at Move Health, who shares insights from his 20 years of experience transforming health insurance and Medicare planning for early retirees and financial advisors nationwide

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13:01

Episode 214: Investing in Rare Earths: The Metals of...

Registered Investment Advisor Podcast ·

2025/07/23

Discover how rare earth and technology metals are driving the future of energy, technology, and global markets—and why smart investors can’t afford to overlook them.In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Louis O'Connor, founder of Strategic Metals, who shares his journey into the world of rare earth and technology metals. With years of experience in the industry, Louis reveals how these critical resources are powering the future of energy,

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236 results

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