Registered Investment Advisor 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.

Episodes

October 15, 2025 14 mins
– The RIA Podcast with Seth Greene Episode 226 Brett Meyer The 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...
Mark as Played
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 complian...
Mark as Played
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 ...
Mark as Played
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 hig...
Mark as Played
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 ...
Mark as Played
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 ...
Mark as Played
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 g...
Mark as Played
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 th...
Mark as Played
💡 From the Gridiron to Financial Guidance: How One Former 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 prac...
Mark as Played
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 ...
Mark as Played
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. Sh...
Mark as Played
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 Med...
Mark as Played
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...
Mark as Played
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...
Mark as Played
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 ...
Mark as Played
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 respons...
Mark as Played
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 Futur...
Mark as Played
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 film...
Mark as Played
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 ho...
Mark as Played
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 s...
Mark as Played

Popular Podcasts

    It’s 1996 in rural North Carolina, and an oddball crew makes history when they pull off America’s third largest cash heist. But it’s all downhill from there. Join host Johnny Knoxville as he unspools a wild and woolly tale about a group of regular ‘ol folks who risked it all for a chance at a better life. CrimeLess: Hillbilly Heist answers the question: what would you do with 17.3 million dollars? The answer includes diamond rings, mansions, velvet Elvis paintings, plus a run for the border, murder-for-hire-plots, and FBI busts.

    Crime Junkie

    Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.

    Stuff You Should Know

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

    The Clay Travis and Buck Sexton Show

    The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.

    The Joe Rogan Experience

    The official podcast of comedian Joe Rogan.

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.