Registered Investment Advisor Podcast

The fastest way to become more valuable to the right prospects may be to stop trying to appeal to everyone.    In this episode of the Registered Investment Advisor Podcast , Seth Greene interviews Bill Cates, CSP, CPAE, Referral Coach for Financial Advisors, who discusses how financial advisors can become more relevant by clearly defining and deeply understanding their right-fit clients....

Making more money doesn't automatically create wealth. The real difference comes from knowing how to keep it, plan for it, and use it to build the future you actually want.     In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Rebecca Irey, Founder of Blue Skye Financial and Certified Financial Fiduciary®, who shares how her personal experiences with fi...

What if financial advisors could understand how a prospect thinks, makes decisions, and responds to money before the first meeting even begins?      In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Hugh Massie, Founder of DNA Behavior International, who explains how behavioral insights can help financial advisors understand clients beyond their as...

What if there was a wealth strategy designed to help high-net-worth individuals grow assets more efficiently, reduce taxes, and create a more powerful legacy plan?      In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Michael Malloy, CLU, TEP, RFC, Founder & Chief Advisor of EWP Financial, who explains how private placement life insurance (PPL...

What does it take to transform a small startup into a global financial services company while building a culture that can scale through constant change?     In this episode of the Registered Investment Advisor Podcast , Seth Greene interviews David Johnson, CEO & Founder of Vervent, who shares how he built Vervent from a small loan servicing company into a global financial servi...

Selling a business can create life-changing wealth, but without the right planning, the transaction itself may be the easiest part of the transition.     In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Michael “Mic” Lundon, CEPA®, J.D., Founder and Managing Director of Evertern Wealth, who shares what business owners should consider years before...

A strong financial life is not just about what you earn today, but whether your family has a clear plan for what happens next.    In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Vishaw Sondhi, Founder and President of Vishaw Sondhi, CPA P.C., who shares why financial planning should extend far beyond tax preparation to include retirement income, famil...

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 demonstra...

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 liabil...

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 bu...

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 o...

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 ap...

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,...

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 financi...

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, r...

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 creat...

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 mo...

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 mo...

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 n...

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 n...

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...

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...

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...

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 o...

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...