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. 6 天前

    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 分鐘
  2. Empowering Women to Build Wealth and Financial Freedom

    9月17日

    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

    14 分鐘
  3. How Family Governance Can Preserve Generational Wealth

    9月10日

    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

    16 分鐘
  4. The Insider's Guide to Pre-IPO Trading

    9月3日

    The Insider's Guide to Pre-IPO Trading

    Pre-IPO investments present great growth opportunities, but how can you navigate this high-stakes market successfully?   In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Christine Healey, Founder of Healey Pre-IPO, who shares valuable insights into the complexities of pre-IPO trading, blending her experience in investment banking and brokerage. She emphasizes the growing need for professional guidance in the increasingly fragmented pre-IPO market and highlights the importance of building personal, trust-based relationships in the investment process. With her extensive global network and years of experience, Christine empowers clients to access and negotiate pre-IPO deals through a personalized approach, ensuring the best opportunities for success.   Key Takeaways: → Discover the common pitfalls buyers face in the pre-IPO market. → How a personalized concierge service enhances the pre-IPO experience. → Why working with a professional in pre-IPO trading is crucial. → The risks and rewards of investing in pre-IPO companies. → Insights on how global networks can influence local pre-IPO deals.   Christine Healey is the founder of Healey Pre-IPO, a service dedicated to providing personalized, high-quality pre-IPO brokerage services. With over $600 million in closed pre-IPO transactions, Christine has built a reputation for success in both the U.S. and APAC markets, including two years of experience working in Hong Kong. Her impressive career includes serving as a Portfolio Manager at Destiny (NYSE:DXYZ) and Senior Director at Forge (NYSE:FRGE), following her roles as an Investment Banker at Credit Suisse and Jefferies. A University of Chicago alumnus, Christine also boasts an extensive global network, including individuals, funds, platforms, service providers, and brokers. Known for her ultra-motivated, detail-oriented approach, Christine's focus is always on delivering superior client experiences with a personal touch, ensuring each transaction meets the highest standards of excellence.   Connect With Christine: Website Instagram LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

    18 分鐘

  5. 8月27日

    From Hedge Fund to Multi-Family Office

    If building and preserving wealth feels overwhelming, these insights are designed for ultra-high-net-worth families and corporate executives like you. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Gerasimos Efthimiatos, CEO of Chesapeake Asset Management, who shares his extensive experience in managing multi-asset portfolios for high-net-worth individuals and families. After 18 years in the hedge fund industry, Gerasimos now leads an innovative wealth management firm that focuses on both traditional securities and alternative investments. From offering customized wealth solutions for corporate executives to using strategic tax-aware investment strategies, Gerasimos and his team at Chesapeake help clients protect and grow their wealth across public and private markets.   Key Takeaways: → The importance of offering both traditional and alternative asset solutions. → Why alternative investments are crucial for ultra-high-net-worth families. → The key to differentiating a wealth management firm in a crowded market. → The rise of multi-asset portfolios and how to manage them effectively. → The role of sophisticated clients in helping shape investment offerings. Gerasimos Efthimiatos is an investor and strategist with twenty years of experience investing in both public and private companies globally. He is CAM’s CEO and Managing Partner, where he oversees both direct and externally managed investments. Gerasimos has advised family offices, endowments, and foundations on asset allocation and investment selection, and has deep alternative investment domain expertise across private equity, hedge funds, and venture capital. Previously, Gerasimos held senior portfolio and risk manager roles in hedge funds, including as Partner at Habrok Capital Partners, an equity long/short fund based in London. He received a Master of Engineering from University of London’s Imperial College of Science, Technology, and Medicine and an MBA from Cornell University’s Johnson School of Management.   Connect With Gerasimos:   Website Learn more about your ad choices. Visit megaphone.fm/adchoices

    16 分鐘
  6. Commercial Real Estate Secrets to Build Wealth

    8月20日

    Commercial Real Estate Secrets to Build Wealth

    💡 From the Gridiron to Financial Guidance: How One Former Athlete is Changing Lives in Underserved Communities In this episode of Legacy Leaders, Katie Beth and Oliver sit down with Jazz Scott, a former athlete turned financial advisor with a mission to elevate financial literacy in underserved communities. Together, they explore the intersection of sports, financial planning, and social impact, sharing valuable insights and practical tips for listeners. Jazz draws from his powerful personal story and professional journey to discuss overcoming financial illiteracy, supporting young athletes, and empowering everyday people to build lasting legacies. This episode is a must-listen for aspiring financial advisors, athletes, and anyone passionate about using personal experience to create community change. Key Takeaways: ● 🏈 Discipline Transfers: The discipline and preparation needed in sports translates directly into success in financial planning. ● 🌱 Start Early, Stay Consistent: No matter your background or income, it’s never too early or too late to start building your financial future. ● 💬 Financial Literacy Empowers: Teaching people how to manage what they already have is just as important as helping them earn more. ● 🤝 Relatable Advisors Matter: Representation and relatability help break down barriers of fear and distrust in financial conversations. ● 🚫 Block the Noise: Social media comparison can be misleading—focus on your own path and financial goals. Quotes from Jazz Scott: ● “You do a lot of beating on your body playing sports—here, you do a lot of beating on your brain.” ● “If you have $5 to start saving with, it’s a great time to reach out to a financial advisor.” ● “I want my legacy to be that Jazz was a person who helped people that were overlooked—and broke the barriers for others to follow.” 🔗 Conclusion: Financial education is not just about numbers—it's about empowering people to dream, plan, and live fully. Jazz Scott is doing just that, one client at a time. Learn more about your ad choices. Visit megaphone.fm/adchoices

    16 分鐘
  7. Goldback: Revolutionizing Gold for Everyday Transactions

    8月13日

    Goldback: Revolutionizing Gold for Everyday Transactions

    Gold doesn't need to sit in a vault — now it can be spent just like regular money! In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Jeremy Cordon, Founder and CEO of Goldback Inc. He discusses an innovative solution for using gold as everyday currency. Jeremy explains how Goldback makes physical gold accessible, spendable, and practical for modern transactions, providing an inflation-proof way to protect and trade wealth. Learn how this unique product has quickly grown and what the future holds for Goldback in the world of finance.   Key Takeaways: → Why people wanted to be able to use gold for everyday transactions. → How Goldback operates, and its value compared to the spot price of gold. → How Goldback addresses the problem of inflation and offers a practical alternative to traditional money. → Why small businesses are adopting Goldback for payments. → How financial advisors can use Goldback to provide clients with a tangible, inflation-resistant investment.   Jeremy Cordon, Founder and CEO of Goldback Inc., is passionate about precious metals and sound money. During an internship at the Libertas Institute, he connected with Larry Hilton, which led to a role at the United Precious Metals Association (UPMA). There, he helped grow membership from 400 to 25,000. Jeremy later focused his efforts on creating Goldbacks—a physical gold currency designed to preserve wealth and strengthen local economies. Under his leadership, Goldbacks have expanded to multiple state series, empowering individuals and communities with a practical tool for financial stability.     Connect With Jeremy: Website Instagram  TikTok X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

    17 分鐘
  8. Leading a $6B Firm Through Complex Client Needs

    8月6日

    Leading a $6B Firm Through Complex Client Needs

    Explore how a seasoned CEO leads a $6 billion advisory firm through complex client challenges, evolving advisor expectations, and a rapidly changing financial landscape.   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Julie Parisio Roy, CEO and Wealth Manager at Badgley Phelps Wealth Management, which manages $6 billion in assets. She shares insights from nearly 30 years in the industry. She explains how her firm serves over 1,100 families, focusing on complex financial planning, generational wealth, and adapting to evolving client expectations. Julie also discusses how she balances client needs while leading and growing a diverse team in today’s dynamic market.   Key Takeaways: → Why complexity in client situations can be an advisor’s opportunity. → How long-standing client relationships fuel new business growth. → The impact of recent state-level tax changes on estate planning. → Strategies for managing investment anxiety in volatile markets. → How a slow-and-steady hiring approach builds strong teams.   Julie Parisio Roy joined Badgley Phelps in 2004 and serves as the chief executive officer, director of financial planning, and a wealth manager. She manages portfolios for high-net-worth private clients, aiming to help them find the ideal balance between enjoying their wealth and feeling secure about its longevity and legacy.    Connect With Julie:   Website Learn more about your ad choices. Visit megaphone.fm/adchoices

    14 分鐘
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簡介

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.

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