Registered Investment Advisor Podcast

Alexandra Eidenberg   The Insurance Marketing Organization Podcastwith Seth GreeneEpisode015 Alexandra Eidenberg Alexandra is the Founder and President of The Insurance People, and most folks call her the “Insurance Mom!”Her agency offers all kinds of insurance, andherspecialty is health insurance. With the Insurance People, she coordinates individual health insurance and employee benefits for sma...

Joey Mure and Russ Morgan   The Insurance Marketing Organization Podcastwith Seth GreeneEpisode014 Joey Mure and Russ Morgan Joey and Russ are the founders of Wealth Without Wall Street, and cohosts of the corresponding podcast. Wealth Without Wall Street is an online community that seeks to re-educate business owners & families how money truly works. Their goal is to teach people how to enhance s...

Herb Morgan   The Insurance Marketing Organization Podcastwith Seth GreeneEpisode013 Herb Morgan Herb Morgan is the Sr. Managing Director and Chief Investment Officer of Efficient Market Advisors, (EMA). One of the financial industry’s recognized experts in the area of exchange-traded funds (ETFs), he is the creator of the Efficient Market Advisors Managed ETF Account, a unique low-cost, tax-effic...

Tom Hegna   – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode012Tom Hegna Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,0...

Chris Ewing   – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode011Chris Ewing Leveraging previous roles, including as a CEO, founder of several successful companies, and a securities attorney, Chris began his insurance industry career in 2003 as the President and CEO of Keenan Holdings.   He also served as the CTO and General Counsel of Cost-U-Less Insurance Center, growing the...

Steven Levine   – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode010Steven Levine Steve brings extensive marketing and sales experience to his role. Most recently, he led marketing for Civic Connect, a GovTech startup. He has consulted for a number of cybersecurity companies including Flashpoint, RiskSense, Qualys & Panda Security. Previously, Steve was Chief Marketing Officer...

David Wright   – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode009David Wright David Wright is a regular contributor to industry publications such as planadvisor, smartasset, Forbes, and many more. David is Executive Director of Practice Development at M&O Marketing, recruiting financial advisors and helping them reach new levels of success with their practice. David’s method...

Randy Schwantz   – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode008 Randy Schwantz Randy Schwantz is the founder of The Wedge Group, a successful sales training company that has a proven system to launch insurance producers and agency owners on the path to success. He developed his own CRM platform, Bignition, after he saw the need in his clients for accessible online trainin...

Rodney Steele   – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode007 Rodney Steele Rodney Steele is the founder and CEO of Dinsmore Steele, which helps small businesses find the right Professional Employer Organization (PEO). He is a serial Entrepreneur that creates and builds companies that help challenge the status quo. He has extensive knowledge and expertise in helping smal...

Phil Wasserman   – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode006Phil Wasserman Phillip Wasserman is the leading expert on annuities and tax free wealth transfer strategies, in addition to being a sought after speaker on the subjects. He is the author of the book Outlasting The Storm, A Guide to Annuities and Safe Retirement Planning and the publisher of the book Two Sides...

Brad Swineheart   – The Insurance Marketing Organization Podcast with Seth GreeneEpisode005Brad Swineheart Brad has helped grow the client success team at White Glove from 12 employees to more than 50 highly trained seminar coaches and account managers. His leadership has helped guide this team to service thousands of advisors who have hosted upwards of 20,000 in-person and virtual seminars, facil...

Rachel Marshall and Bruce Wehner   – The Insurance Marketing Organization Podcast with Seth GreeneEpisode004Rachel Marshall and Bruce Wehner Rachel Marshall is the Co-Founder, Chief Financial Educator, and Content Strategist of The Money Advantage. She is known for making money simple, fun, and doable. She’s currently writing a book about her near-death experience and how it became the springboard...

John Terry   – The Insurance Marketing Organization Podcast with Seth GreeneEpisode003John Terry John L. Terry, III is a 2x martial arts hall of fame inductee, international speaker and trainer, BestSelling author, and is considered an expert in leadership, communication, sales, and teambuilding. He is the founder and CEO of Black Belt Leadership, a coaching and consulting company focused on train...

Tyrone Clark   – The Insurance Marketing Organization Podcast with Seth GreeneEpisode001Tyrone Clark Tyrone Clark is a nationally recognized annuity sensation! Essentially, he has dedicated his life to the field of annuities. Beginning at the age of nineteen, Mr. Clark entered the insurance industry and was uniquely captivated by the annuity market and products. He began his career by becoming an...

Clelland Green   – The Insurance Marketing Organization Podcast with Seth GreeneEpisode002Clelland Green Clelland Green is the President of Benepath, Inc. who connects consumers and small businesses with insurance agents across the country. He has published articles cover a wide array of topics ranging from controlling health care costs & consumer directed healthcare to marketing, advertising and...

Seth Greene is a nationally recognized direct response financial services marketing expert.. His guests are executives from successful insurance marketing organizations. Together, they will uncover tons of valuable, can't-miss tips for IMOs to expand their business, create great lasting relationships with their advisors, and influence the industry., right here on the Insurance Marketing Organizati...