Registered Investment Advisor Podcast
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.
Episodes
June 18, 2025 • 15 mins
Imagine preserving your family's history in a way that future generations will treasure forever—this isn’t just storytelling, it’s legacy-building.
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Chance McClain, the founder of Heritage Films, who shares his unique journey from traditional graphic design to becoming a leader in preserving family legacies through high-quality documentary film...
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June 11, 2025 • 14 mins
What if everything you’ve been taught about managing your money as a business owner was wrong, and the real path to lasting wealth starts with becoming your own bank?
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with M.C. Laubscher, founder of Producers Wealth and creator of the Cashflow Ninja platform, who explains why traditional financial advice often fails business owners. He discusses ho...
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June 4, 2025 • 13 mins
Think all CPAs just file taxes? Chase Insogna is flipping the script—offering proactive advice that helps entrepreneurs save thousands and scale smarter.
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Chase Insogna, founder of Insogna CPA, who shares how he built a 20-person, women-led accounting firm that does more than crunch numbers—it delivers strategic insight and value-add advisory s...
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May 28, 2025 • 16 mins
What if your next great investment wasn’t in stocks or real estate, but in trees? How timberland could be the most overlooked asset class in wealth management today.
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with John Brenard, co-founder of Southview Timber Investments, who shares how he transitioned from a decade in traditional wealth management to managing over 10,000 acres of timberland...
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May 21, 2025 • 14 mins
What if you could break free from the rat race, create lasting wealth, and take back your time—all before turning 40?
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Lloyd Ross—a lawyer-turned-entrepreneur, bestselling author of Money Grows on Trees and Money Buys Happiness, and host of the top-rated "Money Grows on Trees" podcast. He shares how he built a multimillion-dollar wealth educati...
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May 14, 2025 • 17 mins
What if your CRM could actually help you grow instead of holding you back? Adrian Johnstone reveals how Practifi is transforming the way wealth management firms operate, scale, and serve their clients.
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Adrian Johnstone, co-founder of Practifi, who shares how his purpose-built CRM platform empowers financial advisory firms to streamline operati...
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What does it take to scale a $200B wealth management powerhouse while preserving the heart of independent advice?
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Bob Oros, Chairman and CEO of Hightower. Bob shares how he transformed a $50B firm into a $200B national wealth management platform by empowering advisors with scale, resources, and entrepreneurial freedom. Drawing on insights from...
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April 30, 2025 • 18 mins
Think reverse mortgages are a last resort or a financial trap? Think again! In this eye-opening episode, mortgage expert Kevin Guttman debunks common myths, reveals the hidden advantages of reverse mortgages, and explains how seniors can unlock financial freedom, boost their retirement income, and even help their loved ones—all while living in the home they love.
In this episode of the Registered Investment Advisor Podcast, Seth ...
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April 23, 2025 • 14 mins
Are you a business owner tired of unexpected tax bills and financial uncertainty? In this episode, Michael Uadiale, CPA and financial strategist, reveals how proactive tax planning and wealth strategies can help entrepreneurs in healthcare and real estate achieve financial freedom—while avoiding costly IRS surprises!
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Michael Uadiale, CPA and fin...
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April 16, 2025 • 15 mins
Discover how top financial advisors break free from the time-for-money trap, scale their businesses, and attract high-net-worth clients with Erin Botsford’s Elite Advisor Success System ™!
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Erin Botsford, founder of the Elite Advisor Success System ™ and author of The Seven Figure Firm. She reveals how financial advisors can transition from servi...
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April 9, 2025 • 14 mins
Discover how Saphyre is revolutionizing the financial industry by slashing fund onboarding time from 18 months to just 24 hours—Stephen Roche shares how their patented technology is changing the game for major institutions like BlackRock, JP Morgan, and BNY Mellon.
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Stephen Roche, co-founder of Saphyre, about how their cutting-edge technology is t...
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In a competitive financial job market where integrity and expertise matter more than ever, executive recruiter Michael Weinstock shares insider insights on what it really takes to land top-tier talent in portfolio management, wealth advisory, and investment firms.
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Michael Weinstock, Founder of Portfolio Placements & Resumes, LLC.
In this episod...
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March 26, 2025 • 18 mins
What if you could participate in market growth while protecting your portfolio from catastrophic losses? In this episode, Dan Baccarini of Beacon Capital Management reveals how risk-managed investing helps advisors and their clients confidently navigate market volatility.
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Dan Baccarini, CIMA®, Chief Distribution Officer at Beacon Capital Manageme...
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March 19, 2025 • 17 mins
In a world where trust is at an all-time low, sales expert Ari Galper reveals how businesses can overcome the Trust Recession by shifting from outdated sales tactics to a revolutionary trust-building approach that closes deals in just one conversation.
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Ari Galper, the World’s #1 Authority on Trust-Based Selling & Founder of Unlock The Sales Game®...
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March 12, 2025 • 17 mins
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...
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March 5, 2025 • 13 mins
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...
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February 26, 2025 • 21 mins
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. ...
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February 19, 2025 • 66 mins
Seth Greene is the nation’s foremost authority on how to grow your business with 50 DREAM affiliates and our founder, growing us to the Inc 5000 list in 2023. He is the co-host of the Sharkpreneur podcast with Shark Tank’s Kevin Harrington, which was named the number 6 business podcast to listen to. Seth is a 9 time best selling author who has been interviewed on NBC news, CBS news, Forbes, Inc, CBS Moneywatch, and the only person ...
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February 5, 2025 • 24 mins
Visionary empire builder, CEO coach, top 1% speaker, and three-time #1 bestselling author, Adam Coffey builds high-performance cultures that drive transformative exponential growth. Coffey is a founding partner of CEO Advisory Guru, providing consulting services to PE portfolio companies, founders, family offices, and elite executives.
A CEO for more than two decades, he led three national private equity-backed service companies f...
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January 29, 2025 • 17 mins
Why Mobile Home Parks and Parking Lots are Hidden Goldmines
– The RIA Podcast with Seth Greene Episode 190 Kevin Bupp
Kevin Bupp is a Florida-based Real Estate Investor, top Apple podcast host, and best-selling author of The Cashflow Investor with over $300 million in real estate transactions under his belt. Based on his decades of experience, Kevin has identified Mobile Home Parks and Parking Lots as the top real estate investmen...
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