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
April 24, 2024 • 12 mins
Chris Vermeulen is a financial expert who challenges conventional investing wisdom and believes that investors should only own rising assets. With over 25 years of experience, Chris shares an alternative investment style called Asset Revesting that allows investors to achieve higher returns, lower drawdowns, and profit from bear markets.
Chris founded TheTechnicalTraders.com, a platform that provides investors with Asset Revesting...
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April 17, 2024 • 12 mins
Based in Georgia and Florida, Chris Quintana is a financial strategist and estate planner renowned for her innovative financial planning and alternative investment strategies. With a focus on empowering women in financial literacy, Quintana is a trusted advisor committed to her clients' success.
Listen to this insightful RIA episode with Chris Quintana about how to find financial freedom.
Here is what to expect on this week’s show...
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April 10, 2024 • 13 mins
Bartlett President, Wealth Advisor, and Principal Holly Mazzocca serves as a guiding force for the company, the families and individuals she counsels, and the community she serves. As president, Holly guides the firm by establishing a strategic vision, building a growth culture, and enhancing the experience for every Bartlett client. Holly also serves as a wealth advisor. Her areas of focus include multi-generational families and...
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April 3, 2024 • 15 mins
Unlocking Precious Metals Secrets
– The RIA Podcast with Seth Greene Episode 148 Dana Samuelson
Dana Samuelson is the President of American Gold Exchange and has 43 years in the industry. He enjoys an impeccable national reputation for honesty and integrity with his peers and his clients. He has flawlessly overseen transactions approaching $2 billion and he’s looking forward to his next $2 billion.
A professional numismatist sinc...
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March 27, 2024 • 17 mins
From Equity Analyst to Personal CFO
– The RIA Podcast with Seth Greene Episode 147 Jon Ekoniak, CFP®
Jon Ekoniak’s professional career blends across a range of investment and financial experience. He understands firsthand the financial challenges and opportunities that executives face and is very astute at helping to simplify complex financial issues to generate long-term financial success.
Prior to joining Bordeaux Wealth Advisor...
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March 20, 2024 • 16 mins
As CEO and Co-Founder of GYL Financial Synergies, Gerry Goldberg provides the vision required to move the firm forward, and the leadership necessary to deliver on GYL’s core promise: to be a firm with a conscience that puts client’s interests first.
In addition to his primary role as CEO, he provides wealth advisory services to a variety of clientele, including corporations, municipalities, self-insurance funds, non-profit organiz...
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March 13, 2024 • 13 mins
Aaron White is a Principal at Adero with over 17 years of experience in pre-liquidity planning, wealth transfer, private investments, and tax strategy. As Adero’s Chief Growth Officer, Aaron focuses on business development, strategic partnerships, marketing, and supporting our advisor team.
Before joining Adero in 2009, Aaron worked as a business valuation and litigation consultant for a regional accounting firm. He provided busin...
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Gustavo Couto has made a transformative impact in the Brazilian community by personally assisting more than 1000 of the Brazillionaires® Agency’s clients in creating their own living benefits, safe accumulation, and lifetime income retirement strategy plans. Gustavo and his co-founder wife’s visionary leadership led to the inception and growth of this large, dynamic agency which today has more than 500 agents, more than 20,000 clie...
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February 28, 2024 • 15 mins
With 15+ years in marketing, growth, and investment, David Doss has led teams and managed budgets over seven figures in tech, media, finance, and alternative assets. He holds a summa cum laude BA from UC Berkeley, an MA as a Fulbright Scholar, and an MBA in strategy and innovation. His expertise spans non-profits, startups, and corporate giants like Saks 5th Avenue and Citi. With six-plus years in blockchain, he chairs CKC.Studio (...
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February 21, 2024 • 14 mins
Charlotte Dunford is a graduate of The Georgia Institute of Technology where she earned her B.S. in Business with a focus on business analytics and technology. Charlotte, along with her business Partners, currently sponsors the repositioning of 24 value-add and turnaround mobile home parks.
Listen to this insightful RIA episode with Charlotte Dunford about maximizing investor returns in mobile home parks.
Here is what to expect o...
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February 14, 2024 • 17 mins
Jeffrey Gill, the founder of Peak Mutual, embarked on his financial industry journey in 2001 and found an immediate fit. Intrigued by the complexities of the industry and the immense potential it held to help others achieve their financial goals, Jeff soon became a prominent figure in his field.
In 2019, he decided to shift his focus towards enabling others to accumulate wealth using the strategies and methods he had mastered over...
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February 7, 2024 • 16 mins
In 2005, Ed founded Edge Financial Advisors with the goal of providing all his clients a more comprehensive financial planning and investment management experience than what they had received previously. Since then, Ed has been able to spend a lot more time with a select group of clients in order to fully assist them in achieving their financial goals.
Prior to founding Edge, Ed helped launch the Private Access Group at Fidelity I...
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January 31, 2024 • 54 mins
Ken Kencel serves as President and CEO of Churchill Asset Management, an affiliate of Nuveen, the asset management arm of TIAA, a Fortune 500 financial services company. He also serves as Chairman of the Board, President and CEO of Nuveen Churchill Direct Lending Corp. (NCDLC) and Nuveen Churchill Private Capital Income Fund (PCAP), Churchill’s publicly registered business development companies.
Throughout his over 35-year career ...
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January 24, 2024 • 14 mins
Derrick Johnson brings over 30 years of experience as a financial advisor. He started his career as a sophomore in college working as a registered representative for a major financial services firm. After earning his bachelor’s degree in business administration from the University of North Dakota, he continued on that path for another 10 years. In 2002, he founded Johnson Wealth Management, LLC to offer clients an option of working...
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January 17, 2024 • 14 mins
Jeff Hockett is the Owner of Hockett Tax and has been doing taxes since 1993. As an EA, Jeff has helped clients save money on taxes, negotiate offers in compromise, provided audit services, and helped many companies get started. Jeff has been a member of several organizations over the years and has always donated his time too many volunteer positions. Jeff is Past President of the West Valley Nation Association of Property Managers...
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January 10, 2024 • 20 mins
From Panic to Profit
– The RIA Podcast with Seth Greene Episode 136 Brooke Lively
When entrepreneurs find themselves hitting a wall in their business, they come to Brooke Lively, Cathcap's Founder and CEO. Brooke has always been a catalyst for accelerated profits - her actionable advice has helped businesses thrive for years.
When Brooke does her job, it's like a light bulb goes off in a client's mind. They see a new identity f...
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January 3, 2024 • 21 mins
EOS for RIAs
– The RIA Podcast with Seth Greene Episode 135 Jamie Cornehlsen
Jamie Cornehlsen started his first company in grade school during the oil embargo in 1979. No Starbucks existed, so he and two friends sold coffee and donuts to people who were sitting in their cars, in long lines to purchase gas. The entrepreneurial seed was planted, and Jamie knew he was destined to own his own company.
In 2001, Jamie started his sec...
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December 27, 2023 • 19 mins
John Creekmur is the founder and president of Creekmur Wealth Advisors. He is highly motivated by helping people make great decisions so they can live incredible lives and ultimately experience True Wealth. John enjoys educating people about this process through various outlets such as True Wealth Radio, The Deep Dive (podcast with Drew Creekmur), and Great Decisions, Incredible Lives podcast.
Creekmur Wealth Advisors is a wealth ...
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December 20, 2023 • 52 mins
Ed Mahaffy founded ClientFirst Wealth Management, LLC. in 2007 after more than 23 years in the wealth management industry. Prior to launching ClientFirst, he spent 6 years as a portfolio manager and independent branch manager with Raymond James Financial Services, Inc., 6 years as a vice president and portfolio manager with Merrill Lynch, and over 11 years as a financial advisor and fixed income portfolio manager with Stephens, Inc...
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December 18, 2023 • 29 mins
With a firm foundation in the real estate realm and a commitment to ethical investing, Mustafa Ladha stands out as a distinguished Real Estate Fund Manager, emphasizing investing in ground-up construction ventures primarily in the New York City Metro Area. Anchored by a formidable record of raising and deploying capital with expertise, tact, and strategic forethought, Mustafa has become synonymous with adeptly navigating the multif...
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