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Artwork for Registered Investment Advisor Podcast

Registered Investment Advisor Podcast

Seth Greene
Artificial Intelligence
Rocket Dollar
Women In Wealth
Bill Good Marketing
Private Equity
FORM Wealth Advisors
Cybersecurity
Financial Advisors
The Mather Group
Talk Wealthy To Me
Fedoptions
Federal Benefits
Annuities
Bitcoin
Mutual Fund To ETF Conversion
Active ETF
Hospitality
Budgeting
Venture Capital
Marketing Automation

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 p... more

PublishesWeeklyEpisodes268Founded5 years ago
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MarketingBusiness

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Artwork for Registered Investment Advisor Podcast

Latest Episodes

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... more

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 Institut... more

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 Advis... more

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... more

Key Facts

Accepts Guests
Contact Information
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Number of Listeners
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Recent Guests

Gabe McManus
From Influential Advisor
Influential Advisor
Episode: Episode 260: The Book That Builds Advisor Credibility
Greg Nelson
Founder of Strategic Benefit Coach
Strategic Benefit Coach
Episode: Episode 259: The Insurance Most People Forget
Henry Yoshida
Co-founder and CEO of Rocket Dollar
Rocket Dollar
Episode: Bonus Episode: Invest In 9,000 Alternatives: Inside Your Rocket Dollar Self Directed IRA
Allan Khazak
Founder/Executive at Vroom Media Group
Vroom Media Group
Episode: Episode 258: Turning Online Ads Into Annuity Sales
Chris Flaming
Co-founder, LPF Advisors; host of the Confident Retirement Podcast
LPF Advisors; Confident Retirement Podcast
Episode: Bonus Episode: How RIAs Can Finally Get Weekly Referrals from Accountants & Attorneys
Riley Meek
Client of the Dream50 process; testimonial speaker
Kings Council
Episode: Bonus Episode: How RIAs Can Finally Get Weekly Referrals from Accountants & Attorneys
Paul Partridge
Entrepreneur promoting podcast-related services; author
Haydenrock.com; Accounting Success Podcast
Episode: Bonus Episode: How RIAs Can Finally Get Weekly Referrals from Accountants & Attorneys
Alex Mondosian
Founder of marketingonline.com; marketing expert
marketingonline.com
Episode: Bonus Episode: How RIAs Can Finally Get Weekly Referrals from Accountants & Attorneys
Kevin Harrington
Original Shark on Shark Tank; host of Sharkpreneur
Sharkpreneur
Episode: Bonus Episode: How RIAs Can Finally Get Weekly Referrals from Accountants & Attorneys

Host

Seth Greene
Host of the show and a recognized financial services marketing expert with a focus on advisor growth, referrals, and direct-response marketing.

Reviews

5.0 out of 5 stars from 6 ratings
  • A must listen to for any advisor

    Seth offers amazing advice and valuable information you cannot find anywhere else. Keep up the great work!

    Apple Podcasts
    5
    Greenbergb
    United States9 months ago
  • Awesome!

    One of my new fav shows.

    Apple Podcasts
    5
    Trevor Oldham
    United States2 years ago
  • Amazing Podcast!

    The podcast episode "From Panic to Profit" not only addresses critical challenges but also provides practical solutions, making it an indispensable resource for anyone seeking to transform panic into profit. Highly recommended!

    Apple Podcasts
    5
    Genevieve0721
    Philippines3 years ago
  • Love Her!

    She is absolutely amazing. You can learn something from every episode and apply it to your life. I’ve been listening to her for years and look forward to every episode. There is something for everyone.

    Apple Podcasts
    5
    Eton haha
    United States3 years ago
  • Life changing!

    The things she shares are literally life-changing! Just some of the tidbits she shares is amazing and I feel like I can honor my own feelings and not cause myself so much pain worrying about anyone else’s.

    Apple Podcasts
    5
    Luna kon…
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

People attend to implementation details and ROI-focused stories from guests.
Shows consistently delivers actionable marketing playbooks for advisors.
Guest mix blends fintech, federal benefits, and real-world marketing results.

Talking Points

Recent interactions between the hosts and their guests.

Episode 225: Partnering with RIAs: The Members Trust Advantage
Q: What's your biggest challenge now?
The biggest challenge is technology and scalability. The firm plans a significant investment in technology, including AI and a new trust accounting system, to meet client and partner expectations and to position the firm for future generations.
Episode 225: Partnering with RIAs: The Members Trust Advantage
Q: What lessons have kind of shaped your approach to leading a trust company?
Ken describes evolving from a growth-first mindset to prioritizing compliance, fiduciary duties, and a culture that reinforces core values. He emphasizes the importance of aligning personnel with a vision and embedding expectations into hiring, performance reviews, and daily practices to ensure the organization acts in clients' best interests.
Episode 227: Revolutionizing Investment Analysis for Financial Advisors
Q: Can this tool be used for client-facing demonstrations and prospecting?
Yes. You can show a client's brokerage statements simulated against the ranked fund universe, letting them see how their own metrics align with the top-performing options, which can be a powerful, interactive recruitment tool.
Episode 227: Revolutionizing Investment Analysis for Financial Advisors
Q: How does the tool rank funds and why is this so important for advisors to understand?
It ranks funds by weighting a broad set of criteria (returns, risk, diversification, expenses, focus, turnover, etc.) and recomputes the ranking instantly as weights change, enabling a practical, apples-to-apples comparison across hundreds of funds and helping advisors explain decisions to clients with transparent data.
Episode 260: The Book That Builds Advisor Credibility
Q: How long does it typically take from start to finished book?
With a coordinated team and a structured process, it can take as little as eight weeks, with twelve weeks being a realistic timeline depending on schedules.

Audience Metrics

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Frequently Asked Questions About Registered Investment Advisor Podcast

What is Registered Investment Advisor Podcast about and what kind of topics does it cover?

The show centers on financial services marketing and practice development, with frequent focus on how advisors can grow through targeted messaging, strategic partnerships, and scalable referral systems. Episodes examine practical, battle-tested methods—from Dream/50-style outreach to cross-promotion with attorneys and CPAs—alongside innovations in asset classes, technology, and client engagement. Notable angles include self-directed investing platforms, AI-enabled advisor workflows, and compliance-aware marketing tactics that help RIAs and financial pros attract high-quality leads, convert them effectively, and expand their networks. A recurring strength is turning complex financial topics and marketing concepts into implementable playbooks... more

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Which podcasts are similar to Registered Investment Advisor Podcast?

These podcasts share a similar audience with Registered Investment Advisor Podcast:

1. All-In with Chamath, Jason, Sacks & Friedberg

How many episodes of Registered Investment Advisor Podcast are there?

Registered Investment Advisor Podcast launched 5 years ago and published 268 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Registered Investment Advisor Podcast?

Recent guests on Registered Investment Advisor Podcast include:

1. Gabe McManus
2. Greg Nelson
3. Henry Yoshida
4. Allan Khazak
5. Chris Flaming
6. Riley Meek
7. Paul Partridge
8. Alex Mondosian

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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