Registered Investment Advisor Podcast

Market Domination
  • 0.0 (0)
  • MARKETING
  • UPDATED WEEKLY

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.

  1. 2 DAYS AGO

    Build a Leader Brand People Trust

    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 individuals—transforming leadership values into content that fosters trust, demand, and resilience. She shares why invisibility is dangerous, how to craft a durable leader brand, and what today’s LinkedIn favors beyond corporate PR blasts.   Key Takeaways: → How leaders must go beyond wins and launches. → Why you should treat LinkedIn like a conversation, not a press wire. → How your should build your professional brand before you need it. → Why personal narratives matter to earn trust and recall. → How balancing business value with human moments is critical.   Jess Jensen is the founder of Co-pilot Communications, a Portland-based advisory helping bold executives and founders build digital brands that actually sound like them. After 20 years inside Fortune 100 companies (Microsoft, Qualcomm, Nestlé, and Adidas), Jess stepped out of corporate to help leaders stop playing small online and start showing up with clarity and confidence. Co-pilot works with curious, values-driven leaders who are tired of generic content and ghostwritten fluff. Jess believes that building a professional brand isn’t just smart—it’s your moat. Through sharp messaging, editorial strategy, and smart use of platforms like LinkedIn and podcasting, she helps her clients earn trust and build rapport in places where their stakeholders already spend hours every day. Jess launched Co-pilot in 2024 to amplify the kind of leadership the world needs more of—clear, grounded, and human. She’s on a mission to help leaders take back the mic and shape their own narrative before someone else does.   Connect With Jess: Website If booking a call, don't forget to mention in the notes that you saw this episode of Sharpreneur to receive your free LinkedIn Audit! LinkedIn Subscribe to Jess’s Monthly Newsletter   Learn more about your ad choices. Visit megaphone.fm/adchoices

    14 min
  2. You Might Also Like: Science Will Win

    2 DAYS AGO · BONUS

    You Might Also Like: Science Will Win

    Introducing Part 2 — The Mighty, Multifaceted Molecule from Science Will Win. Follow the show: Science Will Win The next frontier of medicine is focused on highly targeted drug therapies that could expand the possibilities of individualized patient care. Today, scientists are working on a particular type of molecule that could harness multiple capabilities and treat inflammatory and autoimmune diseases in ways never done before.  In this episode, co-hosts Dr. Raven Baxter and Dr. Ronald Gamble explore how the latest advancements in antibody engineering led to multispecific antibodies—powerhouse molecules that can do the jobs of multiple drugs in one. They learn all about what it takes to assemble these antibodies and the impact they could make on patients—with a patient.   Featured Guests: – Emma Guttman, Chair of the Department of Dermatology, Icahn School of Medicine at Mount Sinai – Amanda Lopez, Patient, Texas Ambassador for the National Eczema Association – Laird Bloom, Senior Director of Biomedicine Design, Pfizer – Thomas Wynn, Vice President of Discovery, Inflammation & Immunology, Pfizer Dive into the episode here: 1:12 - A metaphor for multispecific antibodies 4:08 - How do multispecific antibodies work? 10:39 - The history behind multispecific antibodies 16:29 - How are multispecific antibody drugs are made? 22:58 - An eczema expert on the potential of multispecific antibodies 29:30 - Amanda Lopez's eczema story 40:14 - What's next, and closing thoughts Season 5 of Science Will Win is created by Pfizer and hosted by Dr. Raven Baxter and Dr. Ronald Gamble. It’s produced by Acast Creative Studios. Check out our social media platforms to take a deeper look into the labs and stories we discuss during the episodes: Instagram (@pfizerinc), TikTok (@pfizer) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. DISCLAIMER: Please note, this is an independent podcast episode not affiliated with, endorsed by, or produced in conjunction with the host podcast feed or any of its media entities. The views and opinions expressed in this episode are solely those of the creators and guests. For any concerns, please reach out to team@podroll.fm.

  3. 29 OCT

    How Bill Good Marketing Doubles Advisor Production

    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 calling and direct mail to a system of documented best practices across 12 marketing channels, team structure, CRM, and branding. He details the key figures, the mistakes that hurt seminar ROI, and the step-by-step solutions that turn activity into assets.   Key Takeaways: → Why most firms drown in tactics but starve for leads and how to pick winners. → How to diagnose seminars that aren’t producing and the benchmarks to aim for. → How to identify which campaigns to scale and which to stop. → Why the best ideas should become best practices that you can repeat across markets. → The biggest myth about Bill Good Marketing and how the platform now covers the whole practice, not just marketing.   Matt Hicken is the Senior Vice President of Consulting and Triple Double Architect at Bill Good Marketing. During his nearly 14 years running an advisory business, Matt and his team tripled their output, growing from $500k annually to $4.5 million. In that time, they also made a major shift, moving from a 50% transactional model to a fee-based business.   Matt has over 23 years of combined experience working with advisors in practice management and consultative roles. He has traveled across North America, collaborating with some of the biggest advisory firms to analyze and overcome plateaus. Matt understands the industry and the unique challenges large teams face in running a business. He possesses the tools, processes, and real-world experience of building a business managing over half a billion dollars. Connect With Matt: Website https://www.billgoodmarketing.com/ X https://x.com/BGM_tweets Facebook https://www.facebook.com/BillGoodMarketing/ LinkedIn https://www.linkedin.com/company/bill-good-marketing/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    16 min

  4. 22 OCT

    Revolutionizing Investment Analysis for Financial Advisors

    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 allows advisors to customize 48 performance factors, enabling them to select the best funds for their clients and providing deeper insights than traditional rating systems like Morningstar. Tune in to learn how this innovative software can transform how you evaluate investments, optimize portfolios, and strengthen client relationships.   Key Takeaways: → Why investment professionals often struggle to understand how their choices compare across the market. → How Decision Technologies’ patented tool helps users score and rank investment funds objectively. → How this tool allows you to create personalized ranking systems tailored to your client’s goals. → How real-time ranking allows users to monitor funds and adjust as market conditions change. → Decision Technologies provides a game-changing tool for attracting new clients and managing existing investments more effectively.   Eric S. Smith, J.D., is the Chairman, CEO, and Co-Founder of Decision Technologies Corporation (DTC), where he co-invented the company's patented decision-assistance technology. This technology powers DTC’s Professional RapidReview Tool (ProRRT) for investment advisors and its Retail Investment Tracking Application (RITA) for individual investors. DTC’s transformative technology enables both groups to make informed investment decisions in an increasingly complex financial landscape. Additionally, Mr. Smith serves as President of Trustee Empowerment & Protection, Inc. (TEPI), an SEC-registered investment adviser that helps retirement plan sponsors mitigate risks associated with class-action lawsuits. A licensed institutional investment consultant and attorney with over 22 years of experience in corporate and ERISA law, Eric brings a client-centric perspective to financial services, focusing on empowering individual investors and their advisors. He has spoken at various conferences on fiduciary responsibility, investment decision-making, and the flaws in the financial services marketplace. Connect With Eric: Websitse  https://decisionengines.tech/ https://prorrt.com/LinkedIn https://www.linkedin.com/in/eric-smith-82558710/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    27 min

  5. 15 OCT

    How Small Cap Strategy Can Complement Your Portfolio

    – 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 shares how their strategy fits into clients' portfolios and the firm's recent foray into active ETFs, which aims to enhance investment opportunities.Listen to this insightful RIA episode with Brett Meyer about how Small Cap strategy can complement your portfolio.Here is what to expect on this week’s show: The unique small cap value strategy that Toll & Co. has run for over 43 years The growing role of active ETFs in investment strategies Why small cap and value strategies may be set to make a comeback The differences between ETFs, model delivery programs, and separately managed accounts The importance of understanding investor preferences and evolving trends like ESG Connect with Brett:Links Mentioned:Website: https://www.towleco.com/ Towle ETFs: https://www.towleetfs.com/ Guest Contact Info: LinkedIn: https://www.linkedin.com/in/brett-meyer-cfa-frm-b612461/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    15 min

  6. 8 OCT

    Partnering with RIAs: The Members Trust Advantage

    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 compliance, helping clients build and maintain their legacies. From working with RIAs to offering personalized solutions, Members Trust is dedicated to ensuring that every trust is managed with integrity, precision, and care.Listen to this insightful RIA episode with Ken Lako about Partnering with RIAs: The Members Trust Advantage. Here is what to expect on this week’s show: Why compliance and legal risk management are now a major focus The unique role Members Trust plays in helping RIAs with trust management  The difference between working with Members Trust vs. bank trustees How Members Trust ensures a seamless, end-to-end trust management process Why accessibility and service are core to the Members Trust philosophy Connect with Ken:Website: https://www.memberstrust.com/YouTube: https://www.youtube.com/channel/UCgjXfViodT8mKi5Z_f9wQcgInstagram: https://www.instagram.com/memberstrustcompany/LinkedIn: https://www.linkedin.com/company/members-trust-company/Facebook: https://www.facebook.com/memberstrustcompany/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    14 min

  7. 1 OCT

    Waltz: Real Estate Investing Made Simple

    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 frustrate global investors trying to navigate the U.S. market. Today, Waltz offers a fully digital, end-to-end experience, covering entity formation, banking, lending, and closing, with over $300 million in applications processed so far.   Key Takeaways: → Why U.S. real estate is a “blue chip” investment for foreign nationals. → How Waltz turns complex transactions into a few digital clicks. → The three paths investors take to get started with Waltz. → Why Waltz is built on compliance-first infrastructure. → How Waltz partners with real estate agents, brokers, and family offices. Yuval Golan is the Founder and CEO of Waltz, a Fintech-Proptech-Wealthtech startup simplifying how foreigners invest in, purchase, and manage U.S. residential real estate. His leadership has been recognized globally, with features in Bloomberg, Forbes, Yahoo Finance, The Washington Post, HousingWire, and more—garnering over 2.5 billion media impressions. He has also earned accolades including the 2024 Inman Best of Proptech, the Miami Israel Collective Community Recognition Award, and the FiNext Leadership Visionary Award. With experience spanning operations that generated billions across 18 countries, Golan brings deep expertise in M&A, venture capital, leveraged buyouts, and global real estate investment. Previously CEO of Unique 1 Asia International, he has built a career in business development, finance, consulting, fundraising, and sales. A true global citizen, Golan holds a BS in Economics and Business, a Joint Executive MBA from Northwestern’s Kellogg School of Management and Peking University, and is fluent in multiple languages.   Connect With Yuval: Website Instagram Facebook LinkedIn YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

    15 min

  8. 24 SEPT

    Democratizing Access to Venture Capital for All Investors

    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 high-value venture capital opportunities. Drawing on his experience at Merrill Lynch, Jeff discusses his shift into venture capital and why scarcity in investment opportunities is now crucial to success. Tune in to learn about the future of AI investments and how Fuel Venture Capital supports financial advisors and family offices in navigating these changing markets.   Key Takeaways: → How traditional financial services are evolving due to the rise of AI and technology. → The importance of scarcity in venture capital investments. → The role of AI in identifying the best investment opportunities. → How venture capital is changing and focusing on early-stage tech companies. → How venture capital is evolving in response to current global economic conditions.   With over 30 years of experience in wealth management, Jeff Ransdell has a deep understanding of the changing needs of financial advisors and their clients. As a former Managing Director at Merrill Lynch, he managed $130 billion in client assets. Now, as the founder of Fuel Venture Capital, Jeff helps financial advisors incorporate high-growth venture investments into their diversification strategies. Fuel connects Silicon Valley with Main Street, giving private clients access to transformative companies. Jeff leads discussions on the future of investing, private markets, and how AI will influence wealth management, providing solutions for next-generation investors.   Connect With Jeff: Website Instagram Facebook LinkedIn Fuel Venture Capital LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

    20 min
See All (232)

Trailer

About

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.

Information

More From Market Domination