Registered Investment Advisor Podcast

The Registered Investment Advisor Podcast with Seth Greene Episode 040: Senior Care Counsel As the Sales & Marketing Director/Co-Founder of Senior Care Counsel, Dan has a strong passion for turning distant or nonsensical visions into real solutions. For seniors and their families, he aims to expose the challenges they can face while ageing and help them protect their financial future. For his atto...

The Insurance Marketing Organization Podcast with Seth Greene Episode 039: What Is Different? Seth Greene is a nationally recognized direct response financial services marketing expert, the CEO of Market Domination LLC, and the host of this show! This week is the fourth part of a five-part series of principles that will help you differentiate your IMO and edge out your competition.   Listen to thi...

Seth Greene   The Insurance Marketing Organization Podcast with Seth Greene Episode 038: What Are You Going to Offer That is Different? Seth Greene is a nationally recognized direct response financial services marketing expert, the CEO of Market Domination LLC, and the host of this show! This week is the third part of a five-part series of principles that will help you differentiate your IMO and e...

Christian Brindle   The Insurance Marketing Organization Podcast with Seth Greene Episode 037: Helping Agents Navigate the Medicare Maze Christian Brindle is a national figure in the Medicare and senior insurance space. He has been a top producing agent with 6 insurance carriers & mentored hundreds of agents across the country. Christian also is looked at as a content marketing pioneer in the insu...

Jocelyn Getson   The Insurance Marketing Organization Podcast with Seth Greene Episode 036: Bindable Jocelyn Getson is the chief growth officer for Bindable, the InsurTech leader for alternative distribution solutions, enabling organizations across all industries to drive revenue and build brand loyalty through digital insurance offerings. Getson’s career has been inspired by her ability to identi...

The Insurance Marketing Organization Podcast with Seth Greene Episode 035: Getting Publicity in Financial Services With 200+ speaking engagements each year, master publicity strategist and consultant, and bestselling author, Jill Lublin, consistently wows audiences worldwide with her entertaining and interactive keynotes, seminars, and training programs on publicity, networking, kindness and influ...

The Insurance Marketing Organization Podcast with Seth Greene Episode 034: Insurance on a Global Scale Tarun Chopra is the president and CEO of Clements Worldwide. He is an award-winning, transformational leader with exceptional experience in strategic leadership, business growth, insurtech and finance. He has worked for Fortune 500 companies like Fannie Mae and Whirlpool Corporation, as well as p...

Robert Wallach   The Insurance Marketing Organization Podcast with Seth Greene Episode 033: Shared Economy Services Robert Wallach is a cross-market specialist and C-Suite Advisory for Insurance. He is also involved in automotive, banking, IP, healthcare, investment strategy, competitive strategic analysis, M&A investment evaluation, and financial services. He believes that there are solutions to...

Kevin Clark   The Insurance Marketing Organization Podcast with Seth Greene Episode 030: Plan Confidence Kevin T Clark is a Dalbar certified Registered Fiduciary who has been in the financial industry since 1997. In 2016, he co-founded Plan Confidence Corporation to allow the 100 million Americans with money in their employer’s retirement plan the abilty to receive advice from an adviser of their...

Enrico Pobre   The Insurance Marketing Organization Podcast with Seth Greene Episode 030: Integrated Insurance and Investments Enrico Pobre is the CEO and founder of Integrated Insurance and Investments Inc (or, i4). He is excited to share 28 years of in-depth Sales, Marketing and Training experience and expertise with a proven track record of outstanding performance in the US and the global marke...

Rob Shestack   The Insurance Marketing Organization Podcast with Seth Greene Episode 030: Voluntary Benefits Association Rob Shestack is the Chairman and CEO and Hall of Fame member of the Voluntary Benefits Association, the first national non-profit trade association focused on Voluntary Benefits for employer groups and affinity groups. Our goal is to promote the education, implementation, produc...

The Insurance Marketing Organization Podcast with Seth Greene Episode 029: Paradiso Insurance As the owner of Paradiso Insurance in Stafford Springs, Connecticut, Chris helps to protect an individual's most valuable assets with a variety of insurance options. His insurance agency, like this country, is built on promises that he guarantees to each and everyone of his customers. He built his agency...

Seth Greene   The Insurance Marketing Organization Podcast with Seth Greene Episode 028: Where Do Your Advisors Spend Their Time? Seth Greene is a nationally recognized direct response financial services marketing expert, the CEO of Market Domination LLC, and the host of this show! This week is the second part of a five-part series of principles that will help you differentiate your IMO and edge o...

The Insurance Marketing Organization Podcast with Seth Greene Episode 027: Positive Polarization Mark Willis, CFP® is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2...

Seth Greene   The Insurance Marketing Organization Podcast with Seth Greene Episode 026: Who is Your Ideal Advisor? Seth Greene is a nationally recognized direct response financial services marketing expert, the CEO of Market Domination LLC, and the host of this show! This week is the first part of a five-part series of principles that will help you differentiate your IMO and edge out your competi...

Lauro Herrera   The Insurance Marketing Organization Podcast with Seth Greene Episode 025: An IMO Final Expense Program That Works! Lauro is the regional vice president of Quility Insurance Inc.; final expense marketing is his “magnificent obsession.”   Listen to this insightful episode with Lauro about the final expense marketing approach that any IMO could benefit from: Here is what to expect on...

Trey Taylor   The Insurance Marketing Organization Podcast with Seth Greene Episode 024: A CEO Does 3 Things Trey Taylor is CEO of Taylor Insurance Services & Managing Director of Trinity | Blue. His experience derives from fields as diverse as technology, venture capital, & commercial real estate. As a keynote speaker, he has addressed attendees at the Human Capital Institute, & the Ascend Confer...

Mark Quann   The Insurance Marketing Organization Podcast with Seth Greene Episode 023: Automating Your Income Mark is the founder of the Remii Group. After working as a Registered Representative and Investment Advisor Representative (IAR) for over a decade, he realized that the advice given by the vast majority of “financial advisors” and many CPAs was not the best advice for those intending to b...

Tim Price   The Insurance Marketing Organization Podcast with Seth Greene Episode 022: Servant Leadership Tim has been in the Insurance and finance industry for over 20 years, he served on the National Training committee for GE and Divisional Development Director for Combined Ins. Tim has been a part of developing and creating multiple sales systems. Tim has trained and mentored hundreds of leader...

Brian Mann   The Insurance Marketing Organization Podcast with Seth Greene Episode 021: Clarity Insurance Marketing  Brian D. Mann is the President of Clarity Insurance Marketing as well as the Chief Distribution Officer of C2P Enterprises. He is also CEO and Managing Partner of Elite Advisory Group, his own independent retirement planning and wealth management firm. In his early 20’s, Brian found...

Dave Cliche   The Insurance Marketing Organization Podcastwith Seth GreeneEpisode020: The Customer’s Experience Defines the Brand TMD’s President and CEO Dave Cliche has extensive experience leading global marketing and business initiatives across multiple segments, specifically in the insurance industry.  Having insurance industry insight and experience from both a global marketing perspective, w...

Julia Chung   The Insurance Marketing Organization Podcast with Seth GreeneEpisode019: Advice Only In 1997, Julia got her first taste of the financial services world – and loved it. She took her career through multiple investment firms and credit unions, trying nearly every role she could find and taking advantage of all the education available. In 2011, she left traditional financial services to...

Kim Wilhelm   The Insurance Marketing Organization Podcastwith Seth GreeneEpisode018: Final Expense Direct Kim Wilhelm is the CEO of Final Expense Direct. Final Expense Direct offers whole life insurance coverage to prevent leaving your family with financial burdens after you’re gone, and is based in Houston, TX.   Listen to this insightfulepisode with Kim, full of valuable tips of financial and p...

Dennis Moseley Williams   The Insurance Marketing Organization Podcastwith Seth GreeneEpisode016: Dennis Moseley Williams Today’s guest, Dennis Moseley-Williams, is one of only two certified Experience Economy experts working in the financial services industry globally. The other is his business partner, Tom Frisby. ​ Dennis is the founder of DMW Strategic Consulting. He started the Serious Shift...

StevynGuinnip   The Insurance Marketing Organization Podcastwith Seth GreeneEpisode016: StevynGuinnip Stevyn is an exercise physiologist and certified wellness coach, as well as the daughter of a successful financial advisor. She is the Founder & CEO of Grow Wellthy™, where she helps financial professionals treat their health like a valuable asset so they can live well and retire 'wellthy.' Listen...