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

July 8, 2026 14 mins
What changes when prospective clients already understand your value before they ever schedule a first meeting? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Gabe McManus, Publisher at The Influential Advisor, who explains how books, storytelling, and guest podcasting can help advisors clarify their message, build trust with ideal prospects, and create more opportunities to speak and g...
Listen
Watch
Mark as Played
Most people insure their homes, cars, and even phones, but the income that pays for everything may be the most overlooked asset of all.   In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Greg Nelson, Founder of Strategic Benefit Coach, who shares how personal family experiences shaped his mission to help people understand insurance before they desperately need it. With more than 20 ye...
Listen
Watch
Mark as Played
What if your biggest edge isn’t what you buy, but where you hold it? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Henry Yoshida, CFP®, Rocket Dollar CEO & Co-Founder, who shares how his earlier exit from a robo-advisor to Goldman Sachs and years as an advisor led to a digital platform for self-directed IRAs that hold private and alternative assets. Starting his career at Merrill ...
Listen
Watch
Mark as Played
What if the problem is not that online leads do not work, but that most advisors are targeting the wrong people with the wrong message?   In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Allan Khazak, Founder & CEO of Vroom Media Group, who explains how his company helps insurance agents, RIAs, regional firms, and IMOs attract better prospects through targeted online advertising, clien...
Listen
Watch
Mark as Played
Discover the step-by-step system that turns accountants and attorneys into weekly referral sources for your advisory practice. In this episode of the Registered Investment Advisor Podcast, Seth Greene, Founder and CEO of Market Domination, reveals the Dream 50 referral process, designed to help registered investment advisors secure consistent weekly referrals from professional centers of influence. Drawing on decades of experience...
Listen
Watch
Mark as Played
Federal employees often have valuable benefits, but without the right guidance, they may not understand the rules, options, and decisions that shape their retirement. In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Cassie Graves, Founder of Fed Options Consultants and Information Services, who explains how she entered the federal benefits space, why many employees misunderstand retirement ...
Listen
Watch
Mark as Played
AI is not just another tool for advisors to buy. It may be the next coworker helping firms grow, serve clients, and reclaim capacity. In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Sam Sova, Co-Founder and CEO of Subatomic, who explains how advisory firms can use AI, data orchestration, and workflow-native agents to connect disconnected systems, improve operational efficiency, and crea...
Listen
Watch
Mark as Played
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 ...
Listen
Watch
Mark as Played
What if your message sounds just like everyone else, and that’s why clients aren’t choosing you? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Jody Lowe, Founder of The Lowe Group, who explores how financial advisors can stand out in an increasingly crowded and digital-first marketplace.  Jody explains why earned media, thought leadership, and clear messaging are more...
Listen
Watch
Mark as Played
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 ...
Listen
Watch
Mark as Played
What if the biggest risk in real estate investing isn’t the market, but the way you’re thinking about it? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Dwight Dunton, Founder and CEO of Bonaventure, who shares how his career began with a leveraged buyout of a struggling apartment complex and evolved into a multifaceted investment platform focused on disciplined execution a...
Listen
Watch
Mark as Played
What happens when a traditional financial planner realizes the old playbook no longer fits the future of wealth preservation? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Eric Runge, founder of Family Office Bitcoin, who breaks down his firm’s approach to risk-managed Bitcoin exposure, including downside-protected ETF strategies, and explains why he draws a sharp line between B...
Listen
Watch
Mark as Played
If your clients want answers from today’s headlines, how do you give them clarity that still makes sense 5–10 years from now? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Nathaniel “Nat” Guild, founder and president of Apex Equity Research LLC, who discusses one of the most overlooked risks in modern portfolio building: hidden concentration risk. Nathaniel als...
Listen
Watch
Mark as Played
One wrong portfolio choice can turn a tax-saving strategy into a taxable mistake. Here’s how to prevent it. In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews experienced entrepreneur and investor Jason Marcus, who discusses the realities of building, funding, and scaling companies in today’s capital environment. This conversation explains the difference between fast money and sma...
Listen
Watch
Mark as Played
Most business owners don’t realize they’re building an exit they can’t afford. On this episode of The Registered Investment Advisor Podcast, host Seth Greene sits down with Marc Adams, founder of Acquisitions4U, who shares a deeply personal story that transformed his approach to private equity and business growth.  After being diagnosed with stage four cancer during the pandemic and told he had just six mo...
Listen
Watch
Mark as Played
What if your accountant helped you build wealth instead of just filing forms? On this episode of The Registered Investment Advisor Podcast, host Seth Greene sits down with CPA and entrepreneur Sean Duncan, founder of SMD Consulting & Accounting, who shares his unconventional journey from preparing for a career in the FBI to sparking a reinvention of the traditional CPA model.  Instead of stopping at compliance, Sean bui...
Listen
Watch
Mark as Played
What if the annuity conversation your clients avoid is actually the simplest way to lower costs, maintain liquidity, and unlock advisory revenue you’re currently missing out on? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Tom McCarthy, Chief Distribution Officer at DPL Financial Partners. He discusses the quiet yet powerful shift transforming the RIA space through the moderniz...
Listen
Watch
Mark as Played
Are you ready to revolutionize your marketing with artificial intelligence? AI tools are transforming the way insurance agencies operate, from lead magnets to full marketing automation. On this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Michael Jans, Founder of The Society of Insura-Preneurs, Creator of the AI Growth Academy, and Co-Founder of Agency Revolution. Michael shares insights fro...
Listen
Watch
Mark as Played
What’s the secret to growing a successful wealth management business? It’s not just about the investments, it’s about the deep relationships and personalized service you provide to clients. On this episode of The Registered Investment Advisor Podcast, host Seth Greene sits down with Adam Spiegelman, CFP®, Wealth Advisor at Spiegelman Wealth Management, who shares insights from his 25-year journey in the financial...
Listen
Watch
Mark as Played
What separates investors who chase deals from those who consistently engineer successful exits?  On this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Scott Kelly, Founder and CEO of Black Dog Venture Partners, who shares his extensive experience in venture capital, having raised billions and facilitated over 30 successful exits. From his early days as a stockbroker to founding one of th...
Listen
Watch
Mark as Played

Popular Podcasts

    Hey Jonas! The official Jonas Brothers podcast. Hosted by Kevin, Joe, and Nick Jonas. It’s the Jonas Brothers you know... musicians, actors, and well, yes, brothers. Now, they’re sharing another side of themselves in the playful, intimate, and irreverent way only they can. Spend time with the Jonas Brothers here and stay a little bit longer for deep conversations like never before.

    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.

    Betrayal Weekly

    Betrayal Weekly is back for a new season. Every Thursday, Betrayal Weekly shares first-hand accounts of broken trust, shocking deceptions, and the trail of destruction they leave behind. Hosted by Andrea Gunning, this weekly ongoing series digs into real-life stories of betrayal and the aftermath. From stories of double lives to dark discoveries, these are cautionary tales and accounts of resilience against all odds. From the producers of the critically acclaimed Betrayal series, Betrayal Weekly drops new episodes every Thursday. If you would like to share your story, you can reach out to the Betrayal Team by emailing them at betrayalpod@gmail.com and follow us on Instagram at @betrayalpod and @glasspodcasts. Please join our Substack for additional exclusive content, curated book recommendations, and community discussions. Sign up FREE by clicking this link Beyond Betrayal Substack. Join our community dedicated to truth, resilience, and healing. Your voice matters! Be a part of our Betrayal journey on Substack.

    Dateline NBC

    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

    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.

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

Connect

© 2026 iHeartMedia, Inc.

  • Help
  • Privacy Policy
  • Terms of Use
  • AdChoicesAd Choices