• Episode 194: Building a Multi-Billion Dollar RIA

  • 2025/03/05
  • 再生時間： 13 分
  • ポッドキャスト

Episode 194: Building a Multi-Billion Dollar RIA

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  • Joseph F. Bert, CFP®, AIF®, the Founder of Certified Financial Group, Inc., has been in the financial planning profession since 1976. He is also CEO of Certified Advisory Corp, a Registered Investment Advisor. Joe is a Certified Financial Planner® professional and a member of the Financial Planning Association where he served as the Orlando Chapter’s President and Chairman. As a graduate of the Accredited Investment Fiduciary® (AIF®) program, Joe is specially trained in investment fiduciary responsibility and portfolio management. He is an Investment Advisory Representative of Certified Advisory Corp and has served as an adjunct faculty member for the College for Financial Planning headquartered in Denver, Colorado. In addition, Joe can be heard every Saturday on 107.3FM & 580AM WDBO radio at 9:00 a.m. hosting On the Money. As an experienced and knowledgeable financial planning professional, he has affectionately been referred to as the Oracle of Orlando® by his weekly listeners and currently appears regularly on the FOX affiliate in Orlando, Fox 35 WOFL. In addition to hosting the nationally syndicated TV program, The American Investor, he has appeared on Hour Magazine with Gary Collins as well as regular appearances on the CBS affiliate in Tampa, Channel 13, and the ABC and NBC affiliates in Orlando, Channels 9 and 2. Joe’s bi-weekly column has appeared in the Orlando Business Journal. He has been quoted in Orlando Magazine, the Orlando Business Journal, and The Wall Street Journal. Listen to this insightful RIA episode with Joe Bert about creating a multi-billion dollar RIA. Here is what to expect on this week’s show: - How leveraging radio, TV, social media, and print are great ways to attract new clients. - Why clients must be educated on risk management and sustainable income strategies. - How it’s critical to avoid being too aggressive or too conservative with your portfolio. - Why people should avoid making emotional decisions about their money. - How preparing clients for inevitable downturns gives them long-term perspective. Connect with Joe: Links Mentioned: Certified Financial Group, Inc Instagram Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
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あらすじ・解説

Joseph F. Bert, CFP®, AIF®, the Founder of Certified Financial Group, Inc., has been in the financial planning profession since 1976. He is also CEO of Certified Advisory Corp, a Registered Investment Advisor. Joe is a Certified Financial Planner® professional and a member of the Financial Planning Association where he served as the Orlando Chapter’s President and Chairman. As a graduate of the Accredited Investment Fiduciary® (AIF®) program, Joe is specially trained in investment fiduciary responsibility and portfolio management. He is an Investment Advisory Representative of Certified Advisory Corp and has served as an adjunct faculty member for the College for Financial Planning headquartered in Denver, Colorado. In addition, Joe can be heard every Saturday on 107.3FM & 580AM WDBO radio at 9:00 a.m. hosting On the Money. As an experienced and knowledgeable financial planning professional, he has affectionately been referred to as the Oracle of Orlando® by his weekly listeners and currently appears regularly on the FOX affiliate in Orlando, Fox 35 WOFL. In addition to hosting the nationally syndicated TV program, The American Investor, he has appeared on Hour Magazine with Gary Collins as well as regular appearances on the CBS affiliate in Tampa, Channel 13, and the ABC and NBC affiliates in Orlando, Channels 9 and 2. Joe’s bi-weekly column has appeared in the Orlando Business Journal. He has been quoted in Orlando Magazine, the Orlando Business Journal, and The Wall Street Journal. Listen to this insightful RIA episode with Joe Bert about creating a multi-billion dollar RIA. Here is what to expect on this week’s show: - How leveraging radio, TV, social media, and print are great ways to attract new clients. - Why clients must be educated on risk management and sustainable income strategies. - How it’s critical to avoid being too aggressive or too conservative with your portfolio. - Why people should avoid making emotional decisions about their money. - How preparing clients for inevitable downturns gives them long-term perspective. Connect with Joe: Links Mentioned: Certified Financial Group, Inc Instagram Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
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