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
November 5, 2025 • 14 mins
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 indivi...
Mark as Played
October 29, 2025 • 16 mins
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 co...
Mark as Played
October 22, 2025 • 26 mins
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 all...
Mark as Played
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
October 8, 2025 • 13 mins
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
October 1, 2025 • 14 mins
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
September 24, 2025 • 19 mins
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
September 17, 2025 • 14 mins
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
September 10, 2025 • 15 mins
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
September 3, 2025 • 18 mins
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
August 27, 2025 • 16 mins
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
August 20, 2025 • 16 mins
💡 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
August 13, 2025 • 17 mins
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
August 6, 2025 • 14 mins
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
July 23, 2025 • 13 mins
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
July 16, 2025 • 15 mins
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
July 9, 2025 • 14 mins
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
July 2, 2025 • 17 mins
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
June 25, 2025 • 13 mins
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
Popular Podcasts
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.
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
Paper Ghosts: The Texas Teen Murders takes you back to 1983, when two teenagers were found murdered, execution-style, on a quiet Texas hill. What followed was decades of rumors, false leads, and a case that law enforcement could never seem to close. Now, veteran investigative journalist M. William Phelps reopens the file — uncovering new witnesses, hidden evidence, and a shocking web of deaths that may all be connected. Over nine gripping episodes, Paper Ghosts: The Texas Teen Murders unravels a story 42 years in the making… and asks the question: who’s really been hiding the truth?
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!