Registered Investment Advisor Podcast

Financial advisors can have decades of expertise, but if prospects do not recognize that expertise, it may never translate into trust, differentiation, or new business. 

In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Michael Giannulis, Founder of Dictate, who shares how experts can turn the knowledge already in their heads into books that demonstrate authority, communicate their expertise, ...

The biggest tax-saving opportunities often disappear long before your return is due.

In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Jake Birnberg, Chief Tax Strategist of Deduction Detectives, Inc., who shares why proactive tax planning can be especially important for business owners, property sellers, retirees, and others facing significant tax liabilities. He explains why December 31 can matte...

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., Founder and Chairman of DaGrosa Capital Partners LLC, who explains how his career evolved from auditing at a wirehouse to partnering with an early leveraged buyout pioneer and ultimately building Access ...

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 explai...

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 h...

Financial advisors can deepen client relationships by turning tax preparation into an integrated source of insight, strategy, and year-round value.

In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Richard Lavina, Co-Founder and CEO of Taxfyle, who shares how his experience as a CPA inspired him to co-found Taxfyle, a digital platform connecting individuals, businesses, and financial firms wit...

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®, Vice President of buyAUM.com, who explains how his company acts as a “financial matchmaker,” helping financial advisors plan their successio...

Finance affects everyone, but the companies that explain it clearly are the ones most likely to earn trust, change behavior, and stand out.

In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Dan Simon, Chairman of Vested and CEO and Co-Founder of Qwoted who discusses the communication challenges inside financial services, including the need to make complex, regulated offerings clear, credible, ...

Selling a business can be financially successful and still leave an owner unprepared for what comes next.

In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Scott Snider, President of the Exit Planning Institute and the Operating Partner of Snider Premier Growth, who explains why an exit strategy is a good business strategy, how intentional value creation can make a company more ready and att...

What changes when prospective clients already understand your value before they ever schedule a first meeting?

In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Gabe McManus, Publisher at The Influential Advisor, who explains how books, storytelling, and guest podcasting can help advisors clarify their message, build trust with ideal prospects, and create more opportunities to speak and grow...

Most people insure their homes, cars, and even phones, but the income that pays for everything may be the most overlooked asset of all.

In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Greg Nelson, Founder of Strategic Benefit Coach, who shares how personal family experiences shaped his mission to help people understand insurance before they desperately need it. With more than 20 years in t...

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 exit from a robo-advisor to Goldman Sachs and years as an advisor led to a digital platform for self-directed IRAs that hold private and alternative assets. Starting his career at Merrill Ly...

What if the problem is not that online leads do not work, but that most advisors are targeting the wrong people with the wrong message?

In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Allan Khazak, Founder & CEO of Vroom Media Group, who explains how his company helps insurance agents, RIAs, regional firms, and IMOs attract better prospects through targeted online advertising, client avatar...

Discover the step-by-step system that turns accountants and attorneys into weekly referral sources for your advisory practice. In this episode of the Registered Investment Advisor Podcast, Seth Greene, Founder and CEO of Market Domination, reveals the Dream 50 referral process, designed to help registered investment advisors secure consistent weekly referrals from professional centers of influence. Drawing on decades of experience...

Federal employees often have valuable benefits, but without the right guidance, they may not understand the rules, options, and decisions that shape their retirement.

In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Cassie Graves, Founder of Fed Options Consultants and Information Services, who explains how she entered the federal benefits space, why many employees misunderstand retireme...

AI is not just another tool for advisors to buy. It may be the next coworker helping firms grow, serve clients, and reclaim capacity.

In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Sam Sova, Co-Founder and CEO of Subatomic, who explains how advisory firms can use AI, data orchestration, and workflow-native agents to connect disconnected systems, improve operational efficiency, and create...

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 al...

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 i...

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 ...