• Registered Investment Advisor Podcast

  • 著者： Seth Greene
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Registered Investment Advisor Podcast

著者： Seth Greene
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  • 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.
    Copyright 2021 Insurance Marketing Organization Podcast |Seth Greene |All Rights Reserved.
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あらすじ・解説

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.
Copyright 2021 Insurance Marketing Organization Podcast |Seth Greene |All Rights Reserved.
マーケティング マーケティング・セールス 経済学
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エピソード
  • Episode 195: Holistic Wealth The 5-Phase Blueprint to Exponential Growth

    Episode 195: Holistic Wealth The 5-Phase Blueprint to Exponential Growth
    2025/03/12
    Dave Wolcott is a visionary wealth strategist dedicated to uncovering the financial strategies of the ultra-wealthy. With over twenty years of experience in alternative assets, tax strategy, and multi-generational wealth, he has partnered with top investors to develop the Pantheon Holistic Wealth Strategy, a blueprint for achieving financial freedom beyond traditional stock market investing. As the founder of Pantheon Investments, Dave empowers entrepreneurs with insider knowledge once reserved for the affluent, helping them build legacy wealth with purpose and fulfillment. He is the author of The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Living an Extraordinary Life. He hosts the top-rated podcast Wealth Strategy Secrets of the Ultra-Wealthy. Dave provides a proven path to financial independence through his work, equipping clients with strategies to minimize taxes, maximize passive income, and create lasting wealth. Listen to this insightful RIA episode with Dave Wolcott about the five-phase blueprint for building exponential growth. Here is what to expect on this week’s show: - How ultra-wealthy people invest differently. - Why shifting to a growth and abundance mindset is essential. - How to structure your wealth like a billionaire. - What the secret to getting asymmetric returns is. - Why traditional financial advice fails most people. Connect with Dave: Links Mentioned: Pantheon Investments X Instagram Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
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    18 分
  • Episode 194: Building a Multi-Billion Dollar RIA

    Episode 194: Building a Multi-Billion Dollar RIA
    2025/03/05
    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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    13 分
  • Episode 193: Imagine Retirement: Creating a Secure Financial Future with Rockdale Assets

    Episode 193: Imagine Retirement: Creating a Secure Financial Future with Rockdale Assets
    2025/02/26
    Stephen W. Richman, President, and CEO of Rockdale Financial Services, Inc., has been providing investment and estate planning advice for over 45 years. A third-generation financial advisor, Steve was introduced to the business by his father. Steve holds Series 6, 26, and 63 securities registrations and is licensed to provide Life, Health, and Disability Insurance. Stephen Richman is currently registered in 17 states of the USA. Mr. Richmans’ broker dealer, Cetera Advisors, is currently registered throughout the continental USA. Should a potential client live in a state Mr. Richman is not registered, he can become registered through his broker-dealer to service this potential client. Guy A. Paredes, Executive Vice President of Rockdale Financial Services, Inc. has helped hundreds of individuals and families create a healthy and secure financial future since 1980. As a member of the Rockdale team, Guy has a mission to assist clients in defining their financial and retirement goals, and set them on a path to achieving them. Guy continually strives to be his clients' most valuable asset in this process. After running his own financial planning company for many years, Guy merged his company with Rockdale Financial Services in 2010, happily rejoining Steve Richman, his lifelong friend, with whom he'd started his career. With a shared commitment to excellence, the merger provides Rockdale Financial Services clients with an even greater depth and breadth of knowledge and experience. Listen to this insightful RIA episode with Guy Paredes and Stephen Richman about creating a secure financial future. Here is what to expect on this week’s show: - Why it’s important for financial planners to mitigate risk, ensuring clients don’t take unnecessary risks. - How clear, visual road maps can be very helpful in financial planning. - Why it’s important to protect your clients’ money against major market downturns while allowing for steady growth. - How the Imagine Retirement Process helps clients understand how their assets can be allocated to meet their long-term goals. - Why building trust and cultivating long-term relationships with your clients is critical in financial planning. Connect with Guy and Steve: Links Mentioned: Rockdale Financial Services X Instagram Facebook LinkedIn Registered Representatives offering securities and advisory services through Cetera Advisors LLC, member FINRA/SIPC, a broker-dealer and Registered Investment Adviser. Some advisory services also offered through Rockdale Financial Services, Inc., a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. 99 Corbett Way, Suite 103, Eatontown, NJ 07724 Seth Greene is not endorsed by nor affiliated with Cetera Advisors LLC or its representatives. The guarantee of the annuity is backed by the claims paying ability of the issuing insurance company. Investing in mutual funds is subject to risk and loss of principal. There is no assurance or certainty that any investment strategy will be successful in meeting its objectives. Investors should consider the investment objectives, risks and charges and expenses of the funds carefully before investing. The prospectus contains this and other information about the funds. Contact the financial professional at 732-695-2090 to obtain a prospectus, which should be read carefully before investing or sending money. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    21 分

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