Registered Investment Advisor Podcast

Derek Amey, Partner, serves as Co-Chief Investment Officer as well as Senior Financial Advisor to clients of StrategicPoint, providing investment advice and wealth management to clients. As Co-CIO, Derek oversees StrategicPoint’s Portfolio Management Committee, which directs the firm’s investment strategies. He has been with the firm since 2001. Derek is a graduate of The University of Rhode Islan...

Hank’s obsession with truly knowing his clients and their unique needs led him to start Gratus in 2005 and remains the firm’s driving value. A thought leader in the industry, sought-after speaker, and recipient of numerous awards and accolades throughout his wealth management career, Hank has been recognized by Forbes on its annual Top Wealth Advisors list from 2016-21 and as a Forbes Best-In-Stat...

Evon is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Student Loan Professional®. He is excited and fascinated by everything involved in cold-starting or buying into, growing, managing, and eventually exiting an optometry practice. As a professional service business owner, Evon knows how hard it is to just be an excellent practitioner. Evon is so impressed with optometrists that then...

Seth Greene has created the Million Dollar Digital Marketing Agency Podcast Program, a customized program to help Digital Marketing Agency Owners add one million dollars in new sales to their business in a scalable, profitable way that doesn’t involve them working more. Seth is the founder and CEO of Market Domination LLC.    Listen to this insightful RIA episode with Seth Greene about time lapse...

David Kakish talks technology and finance for your listeners. Founder and President of RIA WorkSpace believes that small and midsize Registered Investment Advisors and Financial Advisors are different than other businesses. He likes to think of these RIAs as the small giants in the financial services industry. David is committed to higher standards and easier access to enterprise level IT and cybe...

Patrick Kilbane is the director of Ullman Wealth Partners Divorce Advisory Group. Patrick assists guides and supports clients before and after the begin the dissolution of marriage process. He helps high net-worth clients make financial decisions at all stages of the divorce process. By leveraging Patrick’s wealth of family law experience and his Certified Divorce Financial Analyst designation, cl...

Patrick Cummings is a Strong Finance leader with 13+ years of stewarding organizations through periods of transition and growth and a hybrid finance and accounting professional, who connects the dots between business objectives and the financial impact on the business to help empower profitable data driven decisions. Patrick has a robust balance of technical acumen and strategic planning with a de...

– The RIA Podcast with Seth Greene Episode 058 about Myles began his career as a credit analyst at CIBC. He and his co-founder, Brian Curcio, realized that ordinary investors have paid a price to learn to invest — and that price typically was real money ending up in Wall Street’s pocket. Rapunzl was founded to provide an unparalleled investing education through fun (and free) investment competitio...

– The RIA Podcast with Seth Greene Episode 057 Lori Van Dusen. Lori Van Dusen is the Founder and CEO of LVW Advisors, an independent investment advisory firm that serves both wealthy families and individuals, as well as nonprofit institutions throughout the United States. An advocate of client-focused strategies for more than 25 years, she has become the voice of reason for providing unbiased inte...

– The Insurance Marketing Organization Podcast with Seth Greene Episode 055 Roman Beylin. Roman launched DueDilio to level the playing field for M&A participants that are looking for high-quality, independent, cost-efficient due diligence solutions. The DueDilio team puts our client’s needs at the forefront of every project and recommendation. At DueDilio, they are passionate about supporting sear...

– The RIA Podcast with Seth Greene Episode 055 Enzo T. Pellegrino, CFP® is the founder of Texas Legacy Wealth Management. He has over 20 years of experience in working with clients planning for their retirement and managing their investments. Forbes awarded Enzo as one of America’s Top Next-Generation Wealth Advisors 2017 & 2018* and as part of the Best-In-State Wealth Advisors 2018, 2019 & 2021**...

– The Insurance Marketing Organization Podcast with Seth Greene Episode 054 Brett Bernstein Brett Bernstein is the CEO and Co-founder of XML Financial Group. He serves as the firm’s head of financial planning and manages the operations of the firm, including the firm’s M&A strategy. Brett is an active financial advisor assisting clients with his holistic approach to goal-setting and problem-solvin...

– The RIA Podcast with Seth Greene Episode 053 Sara Hornick. After teaching for 15 years, Sara will always be a teacher at heart: Sara teaches retirement planning to adults getting ready to leave their careers.  Being an Independent Financial Advisor, she has a variety of resources at her disposal to customize retirement plans for everyone who has worked in education. These plans include Social Se...

– The RIA Podcast with Seth Greene Episode 052 Brian Colvert Brian Colvert has been serving his clients for over 15 years and loves the impact he has been able to have on his clients’ lives. He started his career with Smith Barney and later UBS, and found out he could better serve his clients as a true fiduciary as a Registered Investment Advisor, knowing that clients are more important than share...

– The Insurance Marketing Organization Podcast with Seth Greene Episode 051 Todd Brauch. Todd Brauch is an enthusiastic and dedicated professional with experience in creating, designing, and managing programs in roles of increasing responsibility. Todd is skilled in team building, coaching, developing departments, managing relationships with third party administrators, and relating to customers. T...

– The Insurance Marketing Organization Podcast with Seth Greene Episode 050 Rahim Rajpar. Rahim Rajpar is a bold innovator and disruptor who has a passion for innovation and building businesses from the ground up. His understanding of the end-to-end customer journey, digital marketing, and commitment to rethink and redesign, the insurance purchasing experience have translated into efficient and ra...

– The Insurance Marketing Organization Podcast with Seth Greene Episode 049 Rick Morgan. Rick is Chief Marketing Officer of WAHVE. During Rick’s insurance career, he has been an underwriter, insurance agent, publisher, management consultant, sought after speaker, vendor marketing executive, and association CEO. He is the co-creator of SilverPlume and was proclaimed by InsuranceBroadcasting.com and...

– The Insurance Marketing Organization Podcast with Seth Greene Episode 048 Luke Acree. Luke Acree is an authority on leadership, a lead generation specialist, and a referral expert who passionately believes that businesses run on relationships. By teaching the principles of relationship marketing, he’s helped more than 100,000 entrepreneurs and small businesses grow their companies.  He’s grown h...

The Registered Investment Advisor Podcast with Seth Greene Episode 047: Insuring the Working Class Shane Foss built himself into the business leader and innovator he is today through more than 20 years of tenure as an executive in the medical industry. With humble beginnings at the University of the Incarnate Word, Shane would go on to earn an MBA from Rice University with lessons that would last...

The Registered Investment Advisor Podcast with Seth Greene Episode 046: Creating Organic Referrals with Red Zone Marketing Dr. Maribeth Kuzmeski is President of the consulting firm, Red Zone Marketing. Maribeth and her firm personally consult with some of the nation’s top financial professionals managing from $300 million to over $1 billion in client assets. Maribeth got her start as the 5th clien...

The Registered Investment Advisor Podcast with Seth Greene Episode 045: Radical Relevance for Referrals  Bill Cates is a successful entrepreneur, having built and sold two successful book publishing companies. An expert in relationship marketing, Bill is the author of Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. And is the host of the acclaimed podcast,...

The Registered Investment Advisor Podcast with Seth Greene Episode 044: Risk Management Joseph Moore is the president of JLM Risk Management. For more than 25 years, JLM Risk Management has corporation to anticipate and address the challenges of changing times and technologies. From its founding in 1996 to provide insurance and risk management services to the vendors of the 1996 Atlanta Summer Oly...

The Registered Investment Advisor Podcast with Seth Greene Episode 043: Growing With Family First Life Todd Hausberger lives in Nashville, TN with his 3 children. He has been in the insurance industry since 2003. His insurance brokerage, Family First Life Fenix, has grown to over 100 agents in just a year and a half, and is not showing any signs of slowing down.   Listen to this insightful episode...

The Registered Investment Advisor Podcast with Seth Greene Episode 042: Life Insurance That Keeps You Alive Jon R. Sabes is the founder, chief executive officer and chairman of FOXO Technologies Inc., a technology startup using the science of AI and epigenetics to reinvent the life insurance industry. Mr. Sabes is a financial services entrepreneur with over 25 years of experience, structuring over...

The Registered Investment Advisor Podcast with Seth Greene Episode 041: Awesurance Marketing Joshua Nadler works with Agency Principals to create the highest possible ROI for their Marketing campaigns. With a family lineage as P&C agency owners that spans 4 generations – Josh practically eats, sleeps and breathes insurance marketing. His experiences range from working with local, mom & pop agencie...