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
May 20, 2026 • 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 allo...
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May 13, 2026 • 16 mins
What if your message sounds just like everyone else, and that’s why clients aren’t choosing you?
In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Jody Lowe, Founder of The Lowe Group, who explores how financial advisors can stand out in an increasingly crowded and digital-first marketplace. Jody explains why earned media, thought leadership, and clear messaging are more important than e...
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May 6, 2026 • 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 cold ...
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April 29, 2026 • 13 mins
What if the biggest risk in real estate investing isn’t the market, but the way you’re thinking about it?
In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Dwight Dunton, Founder and CEO of Bonaventure, who shares how his career began with a leveraged buyout of a struggling apartment complex and evolved into a multifaceted investment platform focused on disciplined execution and aligned c...
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April 22, 2026 • 15 mins
What happens when a traditional financial planner realizes the old playbook no longer fits the future of wealth preservation?
In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Eric Runge, founder of Family Office Bitcoin, who breaks down his firm’s approach to risk-managed Bitcoin exposure, including downside-protected ETF strategies, and explains why he draws a sharp line between Bitcoin...
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April 15, 2026 • 18 mins
If your clients want answers from today’s headlines, how do you give them clarity that still makes sense 5–10 years from now?
In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Nathaniel “Nat” Guild, founder and president of Apex Equity Research LLC, who discusses one of the most overlooked risks in modern portfolio building: hidden concentration risk. Nathaniel also explains why safeguard...
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April 8, 2026 • 16 mins
One wrong portfolio choice can turn a tax-saving strategy into a taxable mistake. Here’s how to prevent it.
In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews experienced entrepreneur and investor Jason Marcus, who discusses the realities of building, funding, and scaling companies in today’s capital environment. This conversation explains the difference between fast money and smart money, em...
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April 1, 2026 • 18 mins
Most business owners don’t realize they’re building an exit they can’t afford.
On this episode of The Registered Investment Advisor Podcast, host Seth Greene sits down with Marc Adams, founder of Acquisitions4U, who shares a deeply personal story that transformed his approach to private equity and business growth. After being diagnosed with stage four cancer during the pandemic and told he had just six months to live, Marc was ...
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March 25, 2026 • 15 mins
What if your accountant helped you build wealth instead of just filing forms?
On this episode of The Registered Investment Advisor Podcast, host Seth Greene sits down with CPA and entrepreneur Sean Duncan, founder of SMD Consulting & Accounting, who shares his unconventional journey from preparing for a career in the FBI to sparking a reinvention of the traditional CPA model. Instead of stopping at compliance, Sean built a subs...
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March 18, 2026 • 15 mins
What if the annuity conversation your clients avoid is actually the simplest way to lower costs, maintain liquidity, and unlock advisory revenue you’re currently missing out on?
In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Tom McCarthy, Chief Distribution Officer at DPL Financial Partners. He discusses the quiet yet powerful shift transforming the RIA space through the modernization ...
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March 11, 2026 • 17 mins
Are you ready to revolutionize your marketing with artificial intelligence? AI tools are transforming the way insurance agencies operate, from lead magnets to full marketing automation.
On this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Michael Jans, Founder of The Society of Insura-Preneurs, Creator of the AI Growth Academy, and Co-Founder of Agency Revolution. Michael shares insights fro...
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March 4, 2026 • 14 mins
What’s the secret to growing a successful wealth management business? It’s not just about the investments, it’s about the deep relationships and personalized service you provide to clients.
On this episode of The Registered Investment Advisor Podcast, host Seth Greene sits down with Adam Spiegelman, CFP®, Wealth Advisor at Spiegelman Wealth Management, who shares insights from his 25-year journey in the financial services industry...
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February 25, 2026 • 15 mins
What separates investors who chase deals from those who consistently engineer successful exits?
On this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Scott Kelly, Founder and CEO of Black Dog Venture Partners, who shares his extensive experience in venture capital, having raised billions and facilitated over 30 successful exits. From his early days as a stockbroker to founding one of the lar...
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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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