Registered Investment Advisor Podcast

Market Domination
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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.

  1. قبل ٦ أيام

    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

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  2. You Might Also Like: Unseen Upside: Investments Beyond Their Returns

    قبل ٦ أيام · إضافة

    You Might Also Like: Unseen Upside: Investments Beyond Their Returns

    Introducing S6:E1 AI & Education: Investing in the Future of Learning from Unseen Upside: Investments Beyond Their Returns. Follow the show: Unseen Upside: Investments Beyond Their Returns Discover how AI is breaking down barriers to education and tailoring learning experiences for students everywhere. From Duolingo’s global reach to the innovative use of AI in real classrooms at Miss Porter’s School in Connecticut, this episode explores how technology is expanding access, enhancing engagement, and equipping the next generation with essential skills—while ensuring integrity and safety remain at the forefront. Guests include: Luis von Ahn, CEO and Co-Founder of Duolingo Henry Ellenbogen, Chief Investment Officer at Durable Capital Partners Maureen Lamb, Latin teacher and the Language Department Chair at Miss Porter's School Dean Dimizas, Partner and Managing Director at Cambridge Associates Unseen Upside: Investments Beyond Their Returns is developed in partnership with PRX, an award-winning podcast media company. Cambridge Associates is a global investment firm that works with endowments, foundations, healthcare systems, pension plans, and private clients to implement and manage custom investment portfolios that aim to generate outperformance and maximize their impact on the world. Cambridge Associates delivers a range of portfolio management services, including outsourced CIO, non-discretionary portfolio management, staff extension, and asset class mandates. 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. ١٥ أكتوبر

    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

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  4. ٨ أكتوبر

    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

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  5. ١ أكتوبر

    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

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  6. ٢٤ سبتمبر

    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

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  7. Empowering Women to Build Wealth and Financial Freedom

    ١٧ سبتمبر

    Empowering Women to Build Wealth and Financial Freedom

    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 challenges to creating a supportive community, Michelle shares her insights on how women can break free from limiting beliefs and take control of their financial well-being. Through her podcast Talk Wealthy to Me, Michelle brings in experts and provides actionable advice to help women achieve lasting financial success.   Key Takeaways: → The importance of educating yourself and taking control of your money. → Overcoming the misconception that women aren’t good with money. → The importance of creating a supportive community for women in finance. → Why protecting your wealth is just as important as growing it. → How to shift from a scarcity mindset to one of abundance.   Michelle Taylor is the founder of the Women in Wealth Initiative, a transformative platform dedicated to empowering women to take control of their financial futures. With over ten years of experience in financial services, Michelle is focused on closing the wealth gap by offering financial education and building a supportive community for women from all backgrounds. Whether business owners preparing for exit strategies or stay-at-home moms managing household budgets, Michelle’s initiative helps women define and pursue their version of financial success with confidence and clarity.   Connect With Michelle: Website Instagram Learn more about your ad choices. Visit megaphone.fm/adchoices

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  8. How Family Governance Can Preserve Generational Wealth

    ١٠ سبتمبر

    How Family Governance Can Preserve Generational Wealth

    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 management, Tom discusses the challenges wealthy families face in managing and preserving their wealth across generations. He emphasizes the importance of family unity, governance, and philanthropy in preserving wealth while fostering strong, responsible family dynamics. Learn why proactive family planning is crucial for avoiding the generational breakdown that can lead to wealth dissipation.   Key Takeaways: → How family wealth preservation isn’t just about financial assets. → Why high-net-worth families often lack trust and struggle working together. → The importance of starting family governance practices early. → Proactive family philanthropy can be an effective way to bring family members together. → It’s a misconception that wealth ensures family unity.   As a recognized leader and pioneer in family governance worldwide, Tom Rogerson utilizes his “7 Steps to Healthy Family Governance” to help families enhance communication, develop a philanthropic vision, plan for legacy, manage succession, and provide education. Tom integrates these key issues into a client’s comprehensive wealth management plan, helping to prepare the family for the wealth and the wealth for the family. He brings over forty years of experience to the wealth management industry, where he has advised and educated families, helping them transfer significant assets—both tangible and intangible—from one generation to the next.   Connect With Tom:  Website LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

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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.

المعلومات

  • قناة
    Market Domination
  • صناع العمل
    Seth Greene
  • سنوات النشاط
    ٢٠٢١ - ٢٠٢٥
  • الحلقات
    ٢٣٠
  • التقييم
    ملائم
  • حقوق النشر
    © Copyright 2021 Insurance Marketing Organization Podcast |Seth Greene |All Rights Reserved.
  • موقع البرنامج على الويب
    Registered Investment Advisor Podcast

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