Discover how financial advisors can stand out and grow their business by educating clients and using innovative marketing strategies. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Andrew Healy, Partner and Co-Founder at Water & Wall, who shares his insights on how wealth management firms and RIAs can use digital marketing and public relations to stand out in a crowded industry. With over 20 years of experience in financial marketing, Andrew emphasizes ...
Jul 09, 2025•14 min•Season 1Ep. 212
Learn how to build lasting wealth while making a meaningful impact through long-term investing, smart impact strategies, and navigating today’s complex market. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Ryan Zabrowski, author of Time Ahead: Investor’s Guide to Prosperity and Impact, who shares his unique approach to long-term investing that balances financial growth with social responsibility. With over twenty years of experience as a portfolio manager ...
Jul 02, 2025•18 min•Season 1Ep. 211
What if the key to growing your financial practice wasn’t just helping clients build wealth, but helping them live longer, healthier, and happier lives? In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Jon Sabes, the founder of LongevityFP, a financial services entrepreneur, a longevity expert, and the author of Healthy, Wealthy, Longevity: Your Blueprint for a Happier, More Prosperous Future. As the founder of LongevityFP and a former CEO of a public company...
Jun 25, 2025•14 min•Season 1Ep. 210
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 filmmaking. With over 800 films created, Chance’s company specializes in ...
Jun 18, 2025•16 min•Season 1Ep. 209
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 how building your own banking system can unlock true financial freedom,...
Jun 11, 2025•14 min•Season 1Ep. 208
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 services to small business owners. From entity structure mistakes to m...
Jun 04, 2025•13 min•Season 1Ep. 207
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 across the southeastern U.S. He explains why timber provides stable,...
May 28, 2025•16 min•Season 1Ep. 206
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 education empire, achieved financial independence in his 30s, and secured a ...
May 21, 2025•14 min•Season 1Ep. 205
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 operations, unlock scalable growth, and deepen client relationships. From le...
May 14, 2025•18 min•Season 1Ep. 204
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 over 50 M&A deals and decades in the industry, Bob discusses lea...
May 07, 2025•20 min•Season 1Ep. 203
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 Greene speaks with mortgage expert and author Kevin Guttman. He sha...
Apr 30, 2025•19 min•Season 1Ep. 202
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 financial strategist. He shares how proactive tax planning and wealth ...
Apr 23, 2025•14 min•Season 1Ep. 201
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 service providers to true business owners by implementing scalable syste...
Apr 16, 2025•16 min•Season 1Ep. 200
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 transforming the financial industry by streamlining fund onboarding...
Apr 09, 2025•15 min•Season 1Ep. 199
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 episode, executive recruiter Michael Weinstock reveals the challenges ...
Apr 02, 2025•17 min•Season 1Ep. 198
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 Management. In this episode of the RIA Podcast, Dan Baccarini of Beacon Ca...
Mar 26, 2025•19 min•Season 1Ep. 197
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®. In this insightful interview, sales expert Ari Galper introd...
Mar 19, 2025•17 min•Season 1Ep. 196
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, Dave empowers entrepreneurs with insider knowledge once reserved ...
Mar 12, 2025•18 min•Season 1Ep. 195
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®) program, Joe is specially trained in investment fiduciary resp...
Mar 05, 2025•13 min•Season 1Ep. 194
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. Mr. Richmans’ broker dealer, Cetera Advisors, is currently register...
Feb 26, 2025•21 min•Season 1Ep. 193
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 in history to be nominated three years in a row for the prestigio...
Feb 19, 2025•1 hr 7 min•Season 1Ep. 2
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 for nine PE sponsors, realizing billions of dollars and averaging 5...
Feb 05, 2025•24 min•Season 1Ep. 191
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 investments in the current market. On his podcast, "Real Estate Investing f...
Jan 29, 2025•17 min•Season 1Ep. 190
A fourth-generation oilman and Texan, Jace Graham focuses on acquisition, investment, and asset management, specializing in mineral rights, oil/gas royalties, non-operated working interests, and real estate holdings. Since 2009, he has successfully identified, evaluated, acquired, and managed over $50mm in mineral/royalty assets. With expertise in converting real estate investments to oil/gas investments via a 1031 exchange, he can specialize in direct, alternative asset investments and channel ...
Jan 22, 2025•16 min•Season 1Ep. 189
From witnessing his hardworking father grapple with a debilitating disease to observing his family's financial struggles amidst medical challenges, Eric's journey into the financial world was not just a career choice—it was a calling. Eric grew up seeing firsthand the gap in personalized financial advice. He realized that his parents, like many hardworking professionals, were navigating a complex financial landscape without the comprehensive guidance they desperately needed. This propelled Eric ...
Jan 15, 2025•17 min•Season 1Ep. 188
Augustus Christensen is the founder and CEO of Share Scoops, a comprehensive content creation platform that helps financial professionals create effortless content that attracts and engages clients. Share Scoops Pro Content Suite saves advisors time and strengthens their digital presence through consistent, high-quality content. Users can customize Share Scoops’ endless digestible news and education bites to share social media posts and personalized newsletters in seconds. Before founding Share ...
Jan 08, 2025•15 min•Season 1Ep. 187
Chris Van Dusen is a Senior Partner at Solyco Capital as well as Chief Growth Officer and Partner in 3 exits through Acquisition. Solyco, is a vertically integrated investment firm that delivers capital solutions for late-stage startup and growth companies. They take a private equity approach to venture capital. Solyco builds its portfolio of assets brand by brand - instead of through specific categories. Once the investment is secured, a partner led team is deployed on secondment to work alongsid...
Jan 01, 2025•18 min•Season 1Ep. 186
Dr. Jeff D. Standridge helps organizations and their leaders generate sustained results in the areas of innovation, strategy, profit growth, organizational effectiveness and leadership. Formerly a Vice President for Acxiom Corporation, he has led established and startup businesses in North & South America, Europe, Asia and the Middle East. Jeff serves as Managing Director for the Conductor, Co-founder of Cadron Capital Partners, and teaches Entrepreneurial Finance & Innovation Leadership...
Dec 18, 2024•16 min•Season 1Ep. 185
Joesph Romano assists over 600 small to mid-size businesses and individual clients. For over 20 years, he has been an Advanced Certified QuickBooks ProAdvisor as well as Certified QuickBooks Point-of-Sale advisor and is extremely knowledgeable with most QuickBooks products. Joe previously served on the board of Entrepreneurs Organization of New York as Education Chair and has also served on the board of advisors of a major credit card processing company. He is an active member of the Knights of ...
Dec 11, 2024•14 min•Season 1Ep. 184
Jimmy Milliron is the President and sole owner of National Brokerage Atlantic (NBA), a leading Brokerage General Agency specializing in life insurance for affluent clients and privately-held companies. Since taking the helm in 2019, Jimmy has driven NBA's growth and strategic vision, offering unmatched expertise and market access for financial professionals. With a robust background in the life insurance industry, Jimmy has collaborated with top-tier life insurance carriers, elite producers, and...
Dec 04, 2024•18 min•Season 1Ep. 183
