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
February 18, 2026 • 18 mins
What happens when a wealth manager applies institutional discipline and global insight to hospitality investing?
On this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews William Huston, Founder and General Partner at Bay Street Hospitality, who discusses his journey from a call center business to creating global hospitality-focused funds designed to deliver high yields through quant-driven stra...
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February 11, 2026 • 14 mins
What happens when a $16 billion RIA decides to double down on leadership, integration, and “advisor intelligence” in the middle of an AI-driven vortex of change?
In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Jennifer des Groseilliers, CEO of The Mather Group, who shares how her path from Vermont to law school to leadership roles at Ameriprise, MetLife, and a MassMutual franchise ultimately...
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February 4, 2026 • 13 mins
What if your accredited clients could tap into institutional-quality private deals without locking up their money for a decade?
In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Joseph DaGrosa, Jr., Chairman and CEO of Axxes Capital, who explains how his career evolved from auditing at a wirehouse to partnering with an early leveraged buyout pioneer and ultimately building Axxes Capital to ope...
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January 28, 2026 • 14 mins
What if the most important part of your financial plan has nothing to do with the numbers on your statement?
In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Mitch Hamer, Founder and Lead Advisor at Intersecting Wealth, who shares how his psychologically informed approach helps high-net-worth families navigate money across multiple generations. Drawing on his background in psychology, Mitch e...
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January 21, 2026 • 15 mins
What if your financial advisor cared less about beating benchmarks and more about the family tree, mission, and life you’re actually building?
In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Tyson Ray, CFP®, CExP®, CIMA®, CEO and Founding Partner of FORM Wealth Advisors, who shares how an eviction notice on his family’s fridge shaped a mission-driven approach to money. As the author of The T...
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January 14, 2026 • 16 mins
Are you a financial advisor planning for succession or retirement? How to navigate the complex world of advisor transitions with a personalized, consultative approach.
In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Andrew D. Mirolli, CEPA®, Co-Founder and Managing Partner at buyAUM.com, who explains how his company acts as a “financial matchmaker,” helping financial advisors plan their succ...
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January 7, 2026 • 16 mins
What if your biggest edge isn’t what you buy, but where you hold it?
In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Henry Yoshida, CFP®, Rocket Dollar CEO & Co-Founder, who shares how his earlier robo-advisor exit to Goldman Sachs and years as an advisor led to a digital platform for self-directed IRAs holding private and alternative assets. Starting his career at Merrill Lynch during the d...
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December 31, 2025 • 14 mins
Discover why disciplined due diligence beats FOMO, how to wield AI without losing human insight, why “cash is king” again, and what the rise of lean micro-unicorns means for VCs, family offices, and startups.
In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Daniel Nikic, Global Investment Specialist and Founder of COHRES, who explains why disciplined due diligence beats FOMO, how AI should au...
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December 24, 2025 • 18 mins
The threat that puts you out of business probably won’t look like a movie hack, it’ll look like a normal email from your CEO.
In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Scott Alldridge, CEO of IP Services and bestselling author of the VisibleOps series, who explains how modern cybercrime actually works and why most small and mid-sized companies are far more vulnerable than they think. S...
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December 17, 2025 • 22 mins
Are you a financial advisor struggling to break through the growth ceiling? Learn how to overcome key obstacles and unlock the path to scaling your practice to new heights.
In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Dr. Jon Randall, PhD., Founder & Leader of XFA.COACH, who helps financial advisors scale their practices faster and smarter by addressing the hidden bottlenecks holding them...
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December 10, 2025 • 14 mins
You don’t need to budget to get ahead financially, you just need to change the way you think about money.
In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Lisa Chastain, Money Coach, Mentor, and Unshakeable Optimist, who shares her journey from a single mom struggling in a tough spot to building a six-figure business in just 10 months. Lisa talks about how emotions drive money decisions and w...
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December 3, 2025 • 18 mins
Are you using your technology to its fullest potential?
In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Christopher Johnson, CEO of TrigaByte Technologies, who delves into the challenges wealth management firms face when integrating technology and maximizing its potential. With 30 years of experience, Chris shares his journey from working as a compliance officer to founding Trigger Byte, wher...
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November 26, 2025 • 14 mins
What if adding a simple quote widget could turn your existing contacts into a steady stream of life-insurance buyers without high-pressure sales?
In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Brian Greenberg, Co-Founder & CEO of Quoteplicity, who shares how running an all-inbound, phone-based life insurance agency for 15 years led him to build a platform that has helped create 200,000+ lead...
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November 19, 2025 • 17 mins
Feeling stuck in your career and unable to break through? What if the key to unlocking your potential and achieving real growth lies in a simple shift in mindset and systems, not just working harder?
In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Jim Effner, founder of the P2P Group, a coaching and training firm dedicated to helping financial advisors turn their potential into real performa...
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November 12, 2025 • 19 mins
Freedom gets a lot easier when your systems work harder than you do.
In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Daniel Alonzo, Wealth Coach, who unpacks the mindset and mechanics of true financial freedom. Financially independent by 28, Daniel scaled to 1,500+ agents across 60 offices and hosts the Wealth on the Beach podcast. He breaks down scaling via leadership, content consistency, ...
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November 5, 2025 • 14 mins
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 indivi...
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October 29, 2025 • 16 mins
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 co...
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October 22, 2025 • 26 mins
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 all...
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October 15, 2025 • 14 mins
– 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...
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October 8, 2025 • 13 mins
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 complian...
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