Registered Investment Advisor Podcast (Seth Greene)

Tom Wall has spent the entirety of his 21-year career positioning whole life insurance and competing against his alternative. Starting in college as an award-winning advisor with Northwestern Mutual before moving his practice to MassMutual, he subsequently grew his career in prominent home office roles in sales and marketing leadership. In those roles, he developed into a renowned storyteller and product expert at perennial company conferences and firm meetings nationwide. Tom’s Ph.D. is in retirement income planning, with original research on Whole Life as a Fixed Income Alternative under the advisement of industry thought leaders Wade Pfau, Michael Finke, and Stephen Parrish. His focus on academic integrity and decades of sales experience combine to make him a uniquely credible and inspirational voice in the life insurance space. Tom now coaches and consults with financial advisors, hosts the Whole Life Masterminds study group, and has published his first book titled Permission to Spend: Maximize Your Retirement with the Best Kept Secret in Personal Finance, a Wall Street Journal Best Seller and Amazon International Best Seller. Listen to this insightful RIA episode with Tom Wall about educating advisors for a better financial future. Here is what to expect on this week’s show: - How advisors face challenges due to opaque fee structure and misinformation surrounding whole life insurance, making it difficult to convey benefits. - Why the financial industry’s lack of academic research on whole life insurance adds to advisors’ difficulties in building trust and credibility with clients. - How the spread of misinformation poses a significant challenge for advisors trying to educate clients about the value of whole life insurance. - How Whole Life Mastermind connects advisors with industry experts, enhancing their knowledge and providing practical solutions for clients. - How Whole Life Mastermind aims to revive the culture of actuarial science and planning, offering comprehensive support for advisors in the whole life insurance sector. Connect with Tom: Links Mentioned: wholelifemasterminds.com LinkedIn linkedin.com/in/tomwall Learn more about your ad choices. Visit megaphone.fm/adchoices

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 for her family’s multi-generational legacy of more than money. Bruce Wehner is the Lead Advisor of The Money Advantage, where he designs and communicates the individualized solutions that help their clients increase cash flow and financial control. Bruce leans on his experience as an educator and varsity head coach, lifelong entrepreneur, and real estate investor. He is a Nelson Nash Institute Authorized Infinite Banking Practitioner who has been practicing Infinite Banking since his parents started his first policy when he was a young child. Listen to this insightful episode with Rachel and Bruce, chock-full of valuable financial tips: Here is what to expect on this week’s show: Breaking out of old models of growing cash flow Why lack of control is a common mistake, and how to regain control of your money Learning to manage multiple income streams A sneak peek into Rachel’s awesome upcoming book   Connect with Rachel and Bruce: Links Mentioned: https://themoneyadvantage.com/ Guest Contact Info: Facebook: https://www.facebook.com/TheMoneyAdvantage LinkedIn: https://www.linkedin.com/company/themoneyadvantage/ YouTube: https://www.youtube.com/channel/UCUs1TpZ6gJN2LxJYBsohd9w   Learn more about your ad choices. Visit megaphone.fm/adchoices

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 attorney clients, Dan generates the most high-quality, pre-qualified leads and appointments for their practice. With over fourteen years of broad experience in visual communication, and over a decade in marketing leadership, Dan brings a unique set of skills to the IMO space. He is the very definition of what it means to be a marketer in the insurance industry. He is passionate about delivering results, and he uses his skills and experience to achieve those results. One of Dan’s biggest professional accomplishments has been his ability to use traditional marketing mediums such as television to outcompete the digital space and generate more leads with fewer dollars. He was also a key contributor to the origination success and creative for one of the nation’s largest IMO’s in retirement planning – helping them generate almost $550M per year in annuity production, and Senior Care Counsel is on track to create a similar trajectory. Working to provide demonstrated expertise across multiple mediums and translating all aspects of production into product is his forte. Actively helping his employees to achieve personal and professional success is his duty.   Listen to this insightful episode, where Dan breaks down the ways in which Senior Care Counsel helps seniors, and is continuing to grow. Here is what to expect on this week’s show: What Senior Care Counsel is, how it got started, and how they help seniors better understand how to pay for their care What Senior Care Counsel handles their marketing Senior Care Counsel’s plan to expand further nationwide How Senior Care Counsel helps reassure seniors who may be wary of being scammed Ways that Dan and his team vet attorneys   Connect with Dan: Website: https://www.seniorcarecounsel.com/ Facebook: https://www.facebook.com/seniorcarecounsel Twitter: https://twitter.com/SrCareCounsel LinkedIn: https://www.linkedin.com/in/dan-slater-bba35b5a/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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 build large amounts of WEALTH. REMii Group was founded to deliver the most effective strategies for cost-reduction, asset protection and tax-reduction to the many business owners that have been underserved and only given access to “average” financial strategies and products.   Listen to this insightful episode with Mark, full of valuable tips about finance and ethical business: Here is what to expect on this week’s show: How REMii was born out of Mark’s frustration with the financial services industry What “ethical capitalism” means to Mark How REMii automates their clients’ incomes Wisdom from Mark’s book   Connect with Mark: Guest Contact Info: Instagram: https://www.instagram.com/remiigroup/ Linkedin: https://www.linkedin.com/company/remiigroup Facebook: https://www.facebook.com/profile.php?id=2069929869779714 Twitter: https://twitter.com/REMiiGroup       Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Ulin, at the age of 15, dealt with the very same challenges your son or daughter faces today: trying to stand out, be heard, and get ahead in a noisy world. He was extremely fortunate; his parents found him a mentor, and through his guidance, Dan learned to communicate with precision and emotional resonance—a skill set that served him well throughout his academic and professional careers. Dan mentors elite college-bound teens just like yours to gain admission to the schools of their dreams and achieve lifelong success. At the core of the program, he empowers them to identify their unique on-paper and in-person “voices,” write and present with clarity and impact, and tap into a wellspring of self-confidence. These skills are absolutely essential when it comes to crafting phenomenal college application essays and succeeding in virtual and on-campus interviews.  Over the course of Dan’s 30 years as an educator, communications professional, and marketing executive, he has worked with hundreds of ambitious teenagers; taught creative writing at the prestigious Andover Academy; co-taught multinational management at The Wharton School; lectured at UCLA’s Anderson School of Management; and developed English-language curriculum materials for the Japanese high school system with Panasonic and the Ministry of Education in Osaka. Dan has lived and worked in East and Southeast Asia, Europe, and the United States. He founded and ran his own highly successful marketing strategy firm and leveraged the key communication skills he first acquired as a teen in working with and for such organizations as Mercedes-Benz, Rolls-Royce, Boys & Girls Clubs of America, Toyota, American Airlines, BMW, Wharton Executive Education, Airbus, State Farm, and The House of Blues.   Listen to this insightful RIA episode with Dan Ulin about getting into the top 50 colleges. Here is what to expect on this week’s show: - Why it’s important for your child to become a master communicator. - How Elite Student Coach strives to serve people in underrepresented communities who are trying to get into college. - Why students should develop emotional intelligence and entrepreneurial skills before applying to college. - How students should learn the importance of mentoring others and implement that into their lives. - Why students should be learning skills that AI cannot perform.   Connect with Dan: Links Mentioned: https://elitestudentcoach.com/   Learn more about your ad choices. Visit megaphone.fm/adchoices

Wayne Titus has been involved in the financial services industry since 1991. He served as the founding partner of AMDG Financial and AMDG Tax & Accounting from 2002 until it joined with Savant in 2021. Before founding AMDG Financial, Wayne was a senior manager for PwC, where he was responsible for developing and implementing the information technology and business process audit approach in support of both financial statement audit and consulting projects for various Fortune 50 clients. At the time of the Price Waterhouse and Coopers and Lybrand merger, he worked at integrating these approaches on the international team in London. Wayne also served as financial audit and systems control manager for Ernst & Young. Wayne is a member of Rotary International and served as the district governor and club president for Rotary District 6400. He volunteers as an accelerator coach for Entrepreneurs’ Organization. Wayne authored the book, The Entrepreneur’s Guide to Financial Well-Being, and loves to educate others on financial, tax and investment topics by writing columns and through public speaking.   Listen to this insightful RIA episode with Wayne Titus about facilitating a successful RIA sale. Here is what to expect on this week’s show: - How it’s important for financial planners to have a plan in place in case something happens to them. - Why it’s smart to have a practice that integrates the tax, financial, and investment strategies. - How delegating tasks and trusting your team is vital when growing your practice. - Why financial planners should be focused on their clients’ underlying emotions.  - How small businesses need to understand their processes and simply and improve things on a regular basis.   Connect with Wayne: Links Mentioned: https://savantwealth.com/ Twitter https://twitter.com/savantwealth?lang=en Facebook facebook.com/SevantWealthManagment LinkedIn linkedin.com/company/savant-wealth-management   Learn more about your ad choices. Visit megaphone.fm/adchoices

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, product development, technology and enrollment of Voluntary Benefits in the workplace.   Listen to this insightful episode where Rob explains how the Voluntary Benefits Association is helping people with regards to their health benefits: Here is what to expect on this week’s show: How Rob went from wanting to be an astronaut to becoming an actuary to getting involved in benefits How Rob was involved with the invention of the FSA debit card What services the Volunteer Benefits Association provides their clients, from providing oversight regarding health benefits to bringing new ideas and creativity to the voluntary benefits space How the Voluntary Benefits Association is bouncing back from Covid setbacks Who Rob thinks the ideal VBA participant is A special offer from the VBA just for listeners to the IMO Podcast   Connect with Rob: Guest Contact Info: Website: https://vbassociation.com/ Facebook: https://www.facebook.com/vbassociation Instagram: https://www.instagram.com/voluntarybenefitsassociation/ YouTube: https://www.youtube.com/channel/UCuNjE6PrMeF_olfZjV4khhQ/featured Pinterest: https://www.pinterest.com/VBAssociation/ LinkedIn: https://www.linkedin.com/groups/1983592/ Twitter: https://twitter.com/voiceofvb   Learn more about your ad choices. Visit megaphone.fm/adchoices

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 client communication and expectations. Here is what to expect on this week’s show: Why most advisors don’t communicate with their clients enough How client expectations differ from the typical direction RIAs are prone to move in Defining a “warm and fuzzy month” How to make client communication statements more personable, seasonal, and less about money   Connect with Seth: Links: LinkedIn- linkedin.com/in/sethgreene Website- marketdominationllc.com      Learn more about your ad choices. Visit megaphone.fm/adchoices

– 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 Security Maximization, Tax and Risk Management, Medicare Solutions, Long Term Care Options, Portfolio Assessment and Wealth Management.  Listen to this insightful RIA episode with Sara Hornick about her retirement planning expertise. Here is what to expect on this week’s show: - Sara’s career change from teaching to becoming a retirement planning advisor! - Medicare planning, financial maximization, and the idea of celebrating your golden years while you can! - Building a long-term plan prior to retirement and knowing your assets.   Connect with Sara: Guest Links: LinkedIn- https://www.linkedin.com/in/financialadvisorforteachers Website- https://retirementclarified.com   Learn more about your ad choices. Visit megaphone.fm/adchoices

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 from the ground up through marketing and the help of his local community. He now uses what he has learned to help other independent agents thrive in the insurance space through his other company, Paradiso Presents.   Listen to this insightful episode where Chris explains how Paradiso Insurance has stayed a cut above teh competition: Here is what to expect on this week’s show: How Chris went from transporting prisoners to working at New York Life to starting his own insurance agency, Paradiso Insurance The many different offerings a client can get from Paradiso Insurance, including parcel delivery insurance How Paradiso Insurance has kept a consistent digital presence online What Chris thinks the biggest challenges in the insurance industry are today How Chris defines success   Connect with Chris: Guest Contact Info: Website: https://www.paradisoinsurance.com/ Instagram: https://www.instagram.com/paradiso_insurance/ YouTube: https://www.youtube.com/user/paradisoinsurance/ Pinterest: https://www.pinterest.com/ctinsurance/ LinkedIn: https://www.linkedin.com/company/paradiso-financial-and-insurance-services/ Twitter: https://twitter.com/paradisoins   Learn more about your ad choices. Visit megaphone.fm/adchoices

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 market from various industries, multi-national companies and different market culture because these experiences can provide fresh new ideas, wealth of energy, powerful work ethics and a successful mindset.   Listen to this insightful episode where Enrico explains how i4 is blazing exciting new trails in insurance and investments. Here is what to expect on this week’s show: How the global market crash inspired Enrico to move from Europe to the States and start his own business Who Enrico’s ideal client is Common financial mistakes Enrico sometimes sees his clients make How Enrico came up with the idea to merge investments and insurance, and how he sells that conversion to clients Why Enrico thinks it’s just as important to have energy at 8 am as it is at the end of the day What Enrico thinks is next for his business   Connect with Enrico: Guest Contact Info: Website: https://i4global.business.site/ Facebook: https://www.facebook.com/integratedinsuranceandinvestmentsinc/ LinkedIn: https://www.linkedin.com/in/enrichingthep00r/ Twitter: https://twitter.com/enricopobre         Learn more about your ad choices. Visit megaphone.fm/adchoices

Larry Kriesmer graduated from the University of Redlands as an English Major and then began his career in financial services as a registered rep and insurance advisor. In that role, he quickly passed the General Securities Representative Series 7 exam and subsequently passed the Series 24 Registered Principal exam and holds the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the Society of Financial Service Professionals. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Society of Financial Service Professionals (FSP). Frustrated by his observations with Modern Portfolio Theory and exposure to potential losses even with diversified portfolio positions, Larry Kriesmer, CLU, ChFC set about finding a portfolio risk management solution over which he could feel more in control. Finding nothing that fit his objective, he drew on his early training as an insurance professional, and along with his business partner, Bernard Surovsky, formed Measured Risk Portfolios, a registered investment advisor, in 2007. Initially deployed on a few select clients, the strategy is now used by the majority of his personal clients and hundreds of accounts that are referred to the firm by outside advisors. Bernard Surovsky graduated from the University of Cape Town with a Bachelor of Science in Construction Management and Economics. He emigrated to the US in 1992 and passed the General Securities Representative Series 7 exam in 1996 and holds the designations of Certified Fund Specialist (CFS) from the Institute of Business & Finance. Frustrated with the results of Modern Portfolio Theory and the significant losses incurred in client accounts, he set about finding a more predictable solution to managing portfolio risk. Finding nothing that fit the need, he drew on his early training as an insurance professional, and along with his business partner, Larry Kriesmer, formed Measured Risk Portfolios, a registered investment advisor, in 2007. Initially deployed on a few select clients, the strategy is now used by the majority of his personal clients and hundreds of accounts that are referred to the firm by outside advisors.   Listen to this insightful RIA episode with Larry Kriesmer and Bernard Surovsky about eliminating risk while growing your nest egg. Here is what to expect on this week’s show: - How the old way of doing things in financial services doesn’t work during a crisis. - Why you must do something different to achieve a different outcome. - What an Index Annuity is and isn’t and how they work. - Why a small allocation can control a large amount of capital and yield the desired return. - How softened portfolios still carry a tremendous risk for clients.   Connect with Larry and Bernard: Links Mentioned: https://measuredriskportfolios.com/ LinkedIn http://linkedin.com/company/measured-risk-portfolios Learn more about your ad choices. Visit megaphone.fm/adchoices

Frank Fantozzi founded Planned Financial Services in 1994 to make a difference in the lives of families, business owners, and community leaders. After experiencing events that impacted his own family as well as family friends, Frank committed himself to creating a financial and investment management firm intended to assist clients in pursuing financial freedom and independence so they could experience the life they desired through access to greater choice and direction. He began his career in 1987 with the international accounting firm Arthur Andersen, where he became a Certified Public Accountant (CPA) in 1988. Frank honed his tax and financial planning skills during his years in the organization’s tax and wealth management division. He earned the AICPA’s Personal Financial Specialist (PFS) designation and a Master of Science in Taxation (MST) from The University of Illinois. Frank is also an Accredited Investment Fiduciary® (AIF®). In 2015, he was named a top U.S. Retirement Plan Adviser by the Financial Times1. He is involved professionally with the American Institute of Certified Public Accountants (AICPA), where he is active on its tax and financial planning subcommittees; in the International Association for Financial Planning (IAFP); the Institute for Divorce Financial Analysts (IDFA); Fi360; Entrepreneurs’ Organization (EO); and the Entrepreneurs Master’s Program. Frank is a sought after speaker on a variety of financial topics and has been broadcast on various radio and television outlets, including Fox Business News, CNBC, Wall Street Journal Radio, and Market Watch Morning Stock Talk. He has also been quoted and his opinions and advice published by the Associated Press, USA Today, Reuters, The New York Times, Dow Jones Newswires, and The Wall Street Journal, to name a few. Additionally, Frank is involved in a number of civic and community-based organizations, including: LifeAct®, where he is a board member as well as a member of its marketing and development committees; Business Volunteers Unlimited (BVU); the Northern Ohio Italian American Foundation (NOIA); and the Brecksville, Broadview Heights and Beverly Hills, CA Chambers of Commerce. Frank is an active business mentor for other business owners through Entrepreneurs Organization, and is involved in several civic initiatives to improve the surrounding community. Frank is also the founder, director, and a travel soccer coach for the Brecksville-Broadview Heights Soccer Organization, which he founded in 2006. He supports the Christian Children’s Fund, the Wounded Warrior Project, Defy, and other organizations focused on helping children and veterans. Frank lives with his wife Paulette in Brecksville, Ohio, and has two daughters, Nicole and Natalie. Born and raised in Cleveland, Frank is proud of, involved in, and committed to his city and its surrounding communities.   Listen to this insightful RIA episode with Frank Fantozzi about why he founded Planned Financial Services. Here is what to expect on this week’s show: - How having a holistic team is important for any financial planning. - Why the best way of acquiring new clients is through client referrals. - How it’s important for financial planners to use language everyone understands. - Why financial advisors must differentiate their business and know who their competitors are. - How most typical advisors only offer 60% of what Planned Financial Services offers.   Connect with Frank: Links Mentioned: https://plannedfinancial.com/ Twitter https://twitter.com/plannedfinan Facebook https://www.facebook.com/PlannedFinancialServices LinkedIn linkedin.com/company/planned-financial-services   Learn more about your ad choices. Visit megaphone.fm/adchoices

Travis Freeman became a self-made millionaire in his 20s and experienced food stamps as a child. As a financial planner to entrepreneurs and executives, Travis invested in private businesses while scaling his own. He's the author of The Fortune of Youth and a frequent guest on Fox news KTVI. Travis and his wife, Marina, enjoy philanthropy focused on helping first-generation students afford college. Listen to this insightful RIA episode with Travis Freeman about cultivating financial habits for lasting success. Here is what to expect on this week’s show: - How young people need to learn about wealth-building strategies even if they don’t come from a wealthy background. - Why time is a critical factor in wealth accumulation and financial success. - How many young professionals should spend less and save more. - Why you should teach your children about financial management. - How making smart financial decisions early in your career leads to long-term benefits. Connect with Travis: Links Mentioned: growthinfo.com Learn more about your ad choices. Visit megaphone.fm/adchoices

David Cohne is an accomplished investment research analyst and financial writer with proven skills in capital markets, mutual fund, and ETF research, as well as fundamental equity analysis. His research and writing have been published in numerous financial publications.   Listen to this insightful RIA episode with David Cohne about the Bloomberg Mutual Fund. Here is what to expect on this week’s show: - How the cost of mutual funds has decreased over the past decade. - How ETFs have gained popularity due to their lower costs and tax efficiency. - Why ETFs have seen increased inflows compared to active mutual funds. - How active managers have faced criticism for struggling to consistently beat their benchmarks. - How there are opportunities for active managers in other asset classes.   Connect with David: Links Mentioned: https://www.bloomberg.com/asia Twitter @bloomberg Instagram @bloomberg Facebook facebook.com/bloomberglp LinkedIn linkedin.com/company/bloomberg   Learn more about your ad choices. Visit megaphone.fm/adchoices

Joe Schmitz has built a comprehensive retirement planning company focused on helping clients grow and preserve their wealth. Under Joe’s leadership, a team of experienced financial advisors use tax-efficient strategies, investment management, income planning, and proactive health care planning to help clients feel confident in their financial future – and the legacy they leave behind. As a CERTIFIED FINANCIAL PLANNER™, he has not only passed a rigorous education program and certification exam to receive the CFP® designation, he has spent over 6,000+ hours of professional experience to meet the CFP’s experience requirements. What’s more, Joe has received the Certified Kingdom Advisor® designation, showing that he has learned the finer points of retirement planning, investing, insurance and taxation in accord with Christian principles. By creating a firm to help you have a deep sense of purpose in how you steward your wealth. Joe got his start in the financial services industry in 2015. Joe graduated with a Bachelor of Science in finance and financial planning from Mount Vernon Nazarene University, where he played basketball and ran track. He has lived near Columbus his entire life. When Joe is not in the office, you can find him running, hiking, biking or reading. He also enjoys traveling and spending time with family and friends. In addition, Joe sponsors and coaches a youth basketball team for Nova Village Athletic Club.   Listen to this insightful RIA episode with Joe Schmitz about navigating retirement planning. Here is what to expect on this week’s show: - How Peak Retirement Planning helps people achieve the retirement they deserve. - Why people need help safely navigate the transition from the accumulation phase to the distribution phase of retirement. - How Peak Retirement Planning uses a five-pillar approach that includes tax planning, income planning, investment planning, healthcare planning, and estate planning. - Why you should make wise financial decisions that align with your personal beliefs. - How Peak Retirement Planning focusses on education and aims to improve the financial industry’s standards.   Connect with Joe: Links Mentioned: https://peakretirementplanning.com/ Facebook: Facebook.com/profile.php?id=100077579853181 LinkedIn: linkedin.com/company/peak-retirement-planning-inc Learn more about your ad choices. Visit megaphone.fm/adchoices

Aaron White is a Principal at Adero with over 17 years of experience in pre-liquidity planning, wealth transfer, private investments, and tax strategy. As Adero’s Chief Growth Officer, Aaron focuses on business development, strategic partnerships, marketing, and supporting our advisor team. Before joining Adero in 2009, Aaron worked as a business valuation and litigation consultant for a regional accounting firm. He provided business and stock option (409A) valuation services for early-stage companies and forensic financial analysis for expert testimony. Aaron graduated Summa Cum Laude with a Finance degree from the University of San Francisco and is a CERTIFIED FINANCIAL PLANNER™ professional. Listen to this insightful RIA episode with Aaron White about integrated wealth management using the family CFO approach. Here is what to expect on this week’s show: - How Adero Partners distinguishes itself with its tax background, offering an integrated approach to financial services. - How a family CFO model allows clients to make decisions while leveraging a team for research, analysis, and recommendations. - Why it’s important to have a Center of Influence strategy that involves developing relationships with other professionals like accountants and attorneys. - How a well-defined process for recruiting advisors includes top-grading, technical assessments, and cultural fit evaluations. - How having a team email system streamlines client communication by routing messages to appropriate support staff. Connect with Aaron: Links Mentioned: aderopartners.com Learn more about your ad choices. Visit megaphone.fm/adchoices

David Marra is a Co-Founder and Managing Director of Markin and leads Research and Portfolio Management for Markin Asset Management. David has been an invited speaker on quantitative asset management at numerous family offices, hedge funds, conferences, and organizations including ALTSLA, NAPFA, and the Financial Planning Association (FPA). Throughout his career, David has developed a unique ability to explain complex portfolio concepts in a language advisors can use in client communications. David received an MBA from the University of Chicago, Booth School of Business where he was a Fellowship recipient. He’s been a Principal with the Boston Consulting Group, a founder of two artificial intelligence firms including a quantitative investment research firm, and early in his career was an assistant to Japan’s former Minister of Defense.    Listen to this insightful RIA episode with David Marra about using AI to reduce risk. Here is what to expect on this week’s show: - Why it’s it important to not be over-trusting of algorithms and remember the principles of finance and investing. - How Markin Asset Management takes a proactive approach to investing by targeting specific investor preferences to achieve desired outcomes. - Why Markin Asset Management methodology allows for better risk control, reduced exposure to downside risk, and improved income profiles for clients. - How Markin Asset Management aims to achieve a higher risk-adjusted return. - Why Markin Asset Management uses datasets and new technologies, like ChatGPT, to enhance their algorithms.   Connect with David: Links Mentioned: https://markinfunds.com/   Learn more about your ad choices. Visit megaphone.fm/adchoices

Charlie Van Derven has worked with financial firms and advisors to develop marketing and business development strategy since 1998. Through his coaching and services, Charlie has impacted thousands of advisors over the past 2+ decades. Charlie founded Social Advisors in 2013 after years of leadership roles with major marketing and business development firms in the industry. His experience with compliance and sales channels, resulting in successful marketing and business development campaigns, created his vision for Social Advisors. Social Advisors offers independent advisors an entire complement of professional support. Their product suite provides all the knowledge and tools necessary for financial professionals to scale their business development.  In 2022, Charlie started the RIA Collective podcast with the mission of giving back to the industry. As financial services becomes more independent, RIA Collective is a collection of interviews with RIA leadership, breakaway attorneys, and other key professionals, providing advice to those advisors who are ready to make the move to independence.   Listen to this insightful RIA episode with Charlie Van Derven about social selling for advisors. Here is what to expect on this week’s show: - How LinkedIn has the greatest net worth of any of the social media platforms. - Why it’s important for financial advisors do differentiate themselves and how to do that. - How it’s important for financial advisors to understand who they serve. - Why financial advisors need to build a large network of people. - How you should relate to your customers as a human as opposed to a human providing services.   Connect with Charlie: Links Mentioned: https://socialadvisors.kartra.com/page/PostParty https://www.social-advisors.com/ Twitter https://twitter.com/socialadvisors_ Facebook https://www.facebook.com/socialelixir Instagram @socialadvisors LinkedIn linkedin.com/in/charlievanderven Learn more about your ad choices. Visit megaphone.fm/adchoices

John Casmon is a real estate entrepreneur, who has partnered with busy professionals to invest in over $100 million worth of apartments. John also consults active multifamily investors to help them start or grow their business. He hosts the Multifamily Insights podcast (formerly Target Market Insights) and is the co-creator of the Midwest Real Estate Networking Summit. Prior to becoming a full-time investor, John worked in corporate America, overseeing marketing campaigns for General Motors, Nike and Coors Light. Listen to this insightful RIA episode with John Casmon about building wealth through multifamily investments. Here is what to expect on this week’s show: - How having a mentor and making partnerships are important aspects to achieving success in real estate. - How generating passive income safeguards people against job loss and financial instability. - Why you should set clear investment goals that are aligned with your personal financial objectives. - How people should select investments that directly contribute to their primary financial goals. - Why it’s necessary to adapt investment strategies in response to personal and market changes. Connect with John: Links Mentioned: casmoncapital.com X @Casmon_Capital Instagram @casmoncapital Facebook facebook.com/casmoncapital LinkedIn linkedin.com/company/casmoncapital Learn more about your ad choices. Visit megaphone.fm/adchoices

Gil Baumgarten is a disruptive wealth management pioneer. After battling UBS in defense of 100% ETF portfolios, a direct assault on the firm’s fee-rich mutual fund business, he was on the original beta-test team of six advisors permitted to run discretionary ETF portfolios in 2002. He has since been named one of the “Top-20 ETF Thought Leaders in the U.S.” by Barron’s and The Wall Street Journal.    Gil’s fee-only fiduciary firm, Segment Wealth Management, is a top-15 firm in Houston as ranked by the Houston Business Journal. Gil is perennially named a top-50 advisor in Texas by Barron’s, out of the state’s 26,002 registrants.    Gil is also the best-selling author of FOOLISH: How Investors Get Worked Up and Worked Over by the System. The book takes readers through the dark tunnels of the brokerage fee ecosystem and takes a deep dive on investors’ self-harm tendencies driven by ego satisfaction.   Listen to this insightful RIA episode with Gil Baumgarten about unusual referral generation events. Here is what to expect on this week’s show: - How the brokerage industry should value and nurture client relationships.  - Why holding events is a great way to build relationships with your clients. - How your clients might be more interested in going to more creative events. - Why it’s easy to figure out a group of people’s common denominator once you get to know them. - How you should know how your clients will respond to a volitive market.   Connect with Gil: Links Mentioned: https://gilbaumgarten.com/ https://segmentwm.com/ Facebook https://www.facebook.com/SegmentWealthManagement LinkedIn linkedin.com/in/gil-baumgarten Learn more about your ad choices. Visit megaphone.fm/adchoices

In 2005, Ed founded Edge Financial Advisors with the goal of providing all his clients a more comprehensive financial planning and investment management experience than what they had received previously. Since then, Ed has been able to spend a lot more time with a select group of clients in order to fully assist them in achieving their financial goals. Prior to founding Edge, Ed helped launch the Private Access Group at Fidelity Investments, where he was a Senior Account Executive & Vice President. In this position, he provided financial planning, investment management, and retirement planning solutions for all of his clients. With 25+ years of experience as a CERTIFIED FINANCIAL PLANNER™ and investment advisor, Ed oversees all aspects of the financial planning and investment process for his clients at Edge Financial Advisors. Ed graduated from Loyola University in Chicago with a Bachelor of Business Administration. He lives in Wheaton, IL with his wife and their three children. Listen to this insightful RIA episode with Ed Meek about transitioning from Fidelity Investments to Financial Planning. Here is what to expect on this week’s show: - How Edge Financial Advisors specializ3s in defined benefit plans. - How defined benefit plans can help business owners save significant amounts of money before taxes. - Why it’s helpful to use various marketing methods to find ideal clients. - How starting a podcast allows you to share your passions and expertise. - Why podcasting is a valuable tool for building trust with prospective clients. Connect with Ed: Links Mentioned: edgefa.com Twitter @advisors_edge Facebook facebook.com/profile.php?id=100057522786296 LinkedIn linkedin.com/company/edge-portfolio-management-llc Learn more about your ad choices. Visit megaphone.fm/adchoices

Charlotte Dunford is a graduate of The Georgia Institute of Technology where she earned her B.S. in Business with a focus on business analytics and technology. Charlotte, along with her business Partners, currently sponsors the repositioning of 24 value-add and turnaround mobile home parks. Listen to this insightful RIA episode with Charlotte Dunford about maximizing investor returns in mobile home parks. Here is what to expect on this week’s show: - How mobile park homes have high-cap rate deals with less competition than multifamily properties. - Why investing in mobile parks can help address the affordable housing crisis in the United States. - How it’s important to improve the curb appeal and infrastructure in mobile home parks. - Why landlords should advocate for tenants especially during challenging times. - How creating better living conditions for those whole live in mobile home parks increases its value. Connect with Charlotte: Links Mentioned: johnscreekcapital.com Twitter @CapitalJohns Instagram @johnscreek.capital Facebook facebook.com/johnscreekcapital LinkedIn linkedin.com/company/johns-creek-capital-llc Learn more about your ad choices. Visit megaphone.fm/adchoices

John Ensley is leading a financial planning revolution to help you take back control of your money, your lifestyle and your retirement plan. John believes ordinary financial planning is failing too many Americans! After losing almost everything during the great recession, John became obsessed with finding safe, predictable ways to save and create wealth, protected from the chaos and corruption of the conventional financial system.  Founded in 2012, John is president of J- Ensley Financial, a fiduciary, financial planning company. John holds a Chartered Financial Consultant® designation from the American College of Financial Services, passed the rigorous series 65, investment advisers law exam, and is part of an elite group of highly trained Bank On Yourself® Professionals.    Listen to this insightful RIA episode with John Ensley about infinite banking expanded. Here is what to expect on this week’s show: - How people must think critically about their finance goals rather than relying solely on marketing messages. - Why it’s important to be committed to constantly improving yourself and growing your skills. - How there is tremendous value in plugging into a community of like-minded individuals. - Why it’s important to have mentors you can rely on and learn from. - How it can be challenging to attract the right clients to expand your business, making marketing important.   Connect with John: Links Mentioned: https://jensley.com/ Twitter @johnensley   Learn more about your ad choices. Visit megaphone.fm/adchoices

How RIAs Can Finally Get Weekly Referrals from Accountants and Attorneys Listen to this insightful bonus RIA episode about getting weekly referrals from accountants and attorneys. Here is what to expect on this week’s show: - How you should comment on accountants and lawyers three times a week to build relationships with potential referral sources. - Why constantly engaging in and showing support on social media allows people to recognize who is behind the comments. - How being featured on a podcast provides credibility and prestige while allowing you to share your website and social media information. - Why sending gifts helps activate and maintain the relationship with your interviewees. - How building goodwill allows people to feel a strong connection to you.   Connect with Seth: Links Mentioned: https://marketdominationllc.com/ Twitter @mktdominationus Instagram @market_domination_llc Facebook facebook.com/MarketDominationLLC LinkedIn linkedin.com/company/market-domination-llc   Learn more about your ad choices. Visit megaphone.fm/adchoices

Based in Georgia and Florida, Chris Quintana is a financial strategist and estate planner renowned for her innovative financial planning and alternative investment strategies. With a focus on empowering women in financial literacy, Quintana is a trusted advisor committed to her clients' success. Listen to this insightful RIA episode with Chris Quintana about how to find financial freedom. Here is what to expect on this week’s show: - How the financial system and the government are rigged against the people. - Why the 45-year retirement plan using the stock market is flawed. - How people need help from attorneys and CPAs with their tax and estate planning. - Why having a podcast is a great way to get new clients and referrals. - How inflation is probably higher than what is being reported to the masses. Connect with Chris: Links Mentioned: cqconsultingservices.com X @CQConsulting4U Instagram @chrisquintana_fc Facebook facebook.com/CQfinancialconsulting LinkedIn linkedin.com/in/christinaquintana Learn more about your ad choices. Visit megaphone.fm/adchoices

With more than a decade of experience in the financial services industry, Jake Falcon is committed to helping clients pursue their financial goals, navigate the markets through both good and uncertain times, and preserve their legacies. Jake works closely with clients to develop sophisticated, yet clear, strategies to help them achieve their objectives. He monitors both the retirement planning and investment landscape to stay up to date on the latest trends to help optimize appropriate financial solutions for clients. Additionally, he is responsible for the oversight of Falcon Wealth Advisors’ culture and is committed to providing clients with an excellent experience. Jake earned his bachelor's degree in business administration from the University of Texas at San Antonio. He holds the Chartered Retirement Planning Counselor® (CRPC®) designation and has completed the Investment Strategies and Portfolio Management Executive Education Program at The University of Pennsylvania’s Wharton School of Business. In 2016, Jake was featured in Ingram’s Magazine’s prestigious “40 Under 40” list. He was also listed in the Forbes 2018, 2019 and 2020 list of America’s Top Next-Gen Wealth Advisors. Additionally, Jake was included in Forbes’ list of Best-In-State Wealth Advisors for Kansas in 2021, 2022, and 2023. Listen to this insightful RIA episode with Jake Falcon about scaling financial literacy. Here is what to expect on this week’s show: - How Falcon Wealth Advisors stands out for its 24-hour response time, client-centered ensemble approach, and focus on individual stocks, bonds, and options without using investment products. - Why building strong client relationships through personal interaction and consistent service contributes to referrals. - How delegating managerial tasks to team leaders allows business owners to scale their company. - Why being actively involved in the community is crucial for your business. - How Retiring Right was written because many existing retirement books are outdated or product-heavy. Connect with Jake: Links Mentioned: falconwealthadvisors.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Melissa co-founded Sound View Wealth Advisors to create an independent, boutique, client-focused firm. She truly cares about her clients and creating a positive impact on their financial lives. Melissa spends a lot of time getting to know her clients’ goals in order to create detailed, customized financial plans that incorporate all aspects, including cash flow management, gifting strategies and estate planning techniques aimed at providing intergenerational help to families to secure their financial futures. This plan then serves as a roadmap to build out customized investment strategies that help protect and preserve her clients’ wealth.   Listen to this insightful RIA episode with Melissa Bouchillion about Sound View Wealth Advisors! Here is what to expect on this week’s show: - Melissa’s transition into the RIA field and why she wanted to become and advisor! - Melissa’s career start at Merrill Lynch. -  Melissa’s advice she offers and her tips on creating and growing wealth.   Connect with Melissa Guest Links Website- https://www.svadvice.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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 identify, build, and implement new products, revenue channels, and customer solutions for risk-based programs. She is a passionate and driven executive who thrives in the roles of change agent, respected thought leader, and valued advisor. The clarity of her vision is grounded in her astute focus on market trends, which has enabled the organizations and partners she has worked with to develop business development and growth strategies built for long term success.   Listen to this insightful episode, where Jocelyn breaks down what Bindable does, and who it helps. Here is what to expect on this week’s show: How Jocelyn’s upbringing by two parents in marketing led her to a career in insurance and financial services The many different areas and verticals that Bindable works in Ways that Bindable helps connect carrier to consumer The traction and growth that Bindable shows that puts them on a different level from other providers What Jocelyn loves most about her job   Connect with Jocelyn: WEBSITE: https://bindable.com/ INSTAGRAM: https://www.instagram.com/bindabletech/ TWITTER: https://twitter.com/bindabletech LINKEDIN: https://www.linkedin.com/company/bindable/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Jonathan Seed, the Founder and President of Seed Wealth Management, began his career at Franklin Resources where he was an Assistant Portfolio Manager for their then quantitative asset arm, Franklin Asset Management Systems. There, he helped build value biased equity portfolios. After graduating with honors from the University of Chicago Booth School of Business, he began a 20 year career on Wall Street focused on fixed income. He started in fixed income research before switching to institutional sales, leaving Credit Suisse as Managing Director in 2009 for RBS Securities and leaving the industry altogether in 2014, after which he started Seed Wealth Management, Inc., a Registered Investment Advisor incorporated in the state of Illinois. Listen to this insightful RIA episode with Jonathan Seed about building a lifestyle business in wealth management. Here is what to expect on this week’s show: - How it’s important to focus on clients that add significantly to both profitability and job satisfaction. - Why standard bonds don’t adequately cover the entire fixed income spectrum. - How Seed Wealth Management practices a unque approach to diversification tailored to the individual needs of the clients. - Why it’s important to consider your clients’ legacy assets and their varied financial needs. - How it’s important to focus on tax efficiency, utilizing tax-advantaged accounts effectively to manage clients’ investments. Connect with Jonathan: Links Mentioned: seedwealthmgmt.com Learn more about your ad choices. Visit megaphone.fm/adchoices

– The RIA Podcast with Seth Greene Episode 95 Dan Ryder Dan Ryder is the Founder of Prime DeFi, the World’s #1 DeFi Education Company obsessed with helping clients achieve financial freedom leveraging DeFiCashFlow opportunities. Prepare to prosper!   Listen to this insightful RIA episode with Dan Ryder about how to use Prime DeFi. Here is what to expect on this week’s show: - How DeFi allows anyone to outperform hedge fund managers easily. - What DeFi is and why it’s worth looking in to. - How Smart Contracts removed the need for a centralized custodian to oversee your investments. - Why individuals don’t need a bank charter to get into the world of lending. - How Prime DeFi educates people on what DeFi is and how it is not like bitcoin.   Connect with Dan: Links Mentioned: https://rydermedia.com/go Facebook https://www.facebook.com/Dr.Daniel.Ryder Learn more about your ad choices. Visit megaphone.fm/adchoices

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 physical health: Here is what to expect on this week’s show: How Kim got started in the final expense business, and how he transitioned from being an individual producer to someone who provides for producers How to turn a marginal lead into a good lead Inside Final Expense Direct’s robust sales training program The best advice Kim ever received   Connect withKim: Guest Contact Info: Website: https://finalexpensedirect.com/ Facebook: https://www.facebook.com/FinalExpenseDirect/ Linkedin: https://www.linkedin.com/in/kim-wilhelm-98879215b Recruitment Videos: https://www.facebook.com/FEDAgentOpportunities/   Learn more about your ad choices. Visit megaphone.fm/adchoices

– 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 integrated solutions in a fragmented financial services industry. Lori began her investment advisory career in 1987 with Shearson Lehman Brothers, which was later acquired by Citigroup Smith Barney. By 2004, she had achieved the title of Managing Director with Citigroup’s Smith Barney. In a pioneering move, she assumed the role of co-lead of Convergent Wealth Advisors’ Institutional Group in 2008, serving on the firm’s Executive and Investment Committees and managing approximately $8 billion in assets for clients. She founded LVW Advisors in 2011.   Listen to this insightful RIA episode with Lori Van Dusen about LVW Advisors! Here is what to expect on this week’s show: - How Lori began her career in the RIA field, and why she started her company LVW Advisors. - Lori’s goal to start her own business, become her own boss and manage a team of advisors. - The ideal clients Lori’s firm looks for.   Connect with Guest first name: Guest Links: LinkedIn- https://www.linkedin.com/in/lorivandusen/ Website- https://lvwadvisors.com   Learn more about your ad choices. Visit megaphone.fm/adchoices

From Equity Analyst to Personal CFO – The RIA Podcast with Seth Greene Episode 147 Jon Ekoniak, CFP® Jon Ekoniak’s professional career blends across a range of investment and financial experience. He understands firsthand the financial challenges and opportunities that executives face and is very astute at helping to simplify complex financial issues to generate long-term financial success. Prior to joining Bordeaux Wealth Advisors, Jon served in various executive roles in Silicon Valley and Denver. He served as an equity analyst at Robertson Stephens and Piper Jaffray where he conducted in-depth research on software stocks. He then joined one of the software companies that he followed, Oracle, helping his group grow their revenues more than fivefold to over $1.0 billion. He then returned to financial services to join Charles Schwab & Co where he led a consulting team to many of the elite independent wealth management firms across the country. Listen to this insightful RIA episode with Jon Ekoniak about transitioning from being an equity analyst to becoming a personal CFO. Here is what to expect on this week’s show: - How Bordeaux Wealth Advisors positions itself as a personal CFO for clients, offering comprehensive financial services. - How the firm specializes in tax guidance, estate planning, and investments, including alternatives like private equity and venture capital. - Why satisfied clients are a great way to lead to new client acquisition. - How Bordeaux Wealth Advisors focuses on finding the best managers for various asset classes rather than investing in individual equities. - Why it’s important to stay ahead of your clients’ needs and market trends. Connect with Jon: Links Mentioned: bordeauxadvisors.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Jeff Hockett is the Owner of Hockett Tax and has been doing taxes since 1993. As an EA, Jeff has helped clients save money on taxes, negotiate offers in compromise, provided audit services, and helped many companies get started. Jeff has been a member of several organizations over the years and has always donated his time too many volunteer positions. Jeff is Past President of the West Valley Nation Association of Property Managers (WESERV), served 8 years as Arizona Association of Realtors Professional Standards Committee (AAR), as a Mediator for the AAR, current member of American Society of Tax Problem Solvers (ASTPS), and a consultant for many small businesses and brokerages. Along with running Hockett Tax, Jeff has also been a licensed realtor since 2004 and runs the Hockett Team as well as West Valley Management and has received many awards along the years for top Gross Commission Income both as an individual and as a team. In 2007, Jeff was in the top 10 of all RE/MAX agents for the Southwest Region, and in 2008 Jeff was inducted into the RE/Max Hall of Fame. Listen to this insightful RIA episode with Jeff Hockett about using tax strategies to keep more money in your pocket. Here is what to expect on this week’s show: - How it’s a mistake for business owners to remain as a sole proprietors for too long. - Why you should incorporate an S corp when your net income reaches $50,000. - How an S corp can save business owners thousands of dollars in taxes while making the same income. - How paying your children for work-related tasks can be a tax efficient way to support their college education. - Why writing a book gives the author credibility and allows you to connect with top producers in other regions. Connect with Jeff: Links Mentioned: hocketttax.com Instagram @hocketttax Facebook facebook.com/hocketttaxandpayroll LinkedIn linkedin.com/in/hocketttax Learn more about your ad choices. Visit megaphone.fm/adchoices

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 5,000 seminars on his signature "Paychecks and Playchecks" retirement approach, helping Baby Boomers and seniors retire the "optimal" way. He has condensed a large chunk of his considerable knowledge into 5 books. Tom specializes in creating simple and powerful retirement solutions. He has the unique ability to pump up a crowd, make people laugh and solve complex financial problems using easy-to-understand words, ideas and stories. He’s been featured in Business, Forbes, Money Rates, and many other leading publications. He is available to speak with businesses, government organizations, professional associations, financial professionals and their clients across the globe.   Listen to this insightfulepisode with Tom, full of valuable financial tips: Here is what to expect on this week’s show: How the pandemic changed the insurance landscape Why you need to invest against inflation Inside Tom’s “paychecks VS playchecks” approach Why life insurance is the best gift to pass on to your kids   Connect withTom: Guest Contact Info: Website: Twitter: https://twitter.com/oneincsystems Facebook: https://www.facebook.com/oneincsystems/ Linkedin: https://www.linkedin.com/company/one-inc/   Learn more about your ad choices. Visit megaphone.fm/adchoices

– 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 rapid growth for the organizations he has worked with. As a marketer, Rahim has built many successful and award-winning marketing programs and campaigns and was named to the 2018 Future CMO List by ChiefMarketer.com. In 2019, Rahim joined Hawthorne Advisors, a boutique advisory firm helping carriers and distributors develop and execute on their business strategies. With a focus on innovation, customer centricity and digital ecommerce and as global fortune 500 insurance carriers as clients. He recently co-founded of Plum Life, the soon-to-be disruptive force hitting the insurance industry and serves as the company’s CMO. Plum Life is an all-digital life insurance solution for advisors and their clients   Listen to this insightful IMO episode with Rahim Rajpar about his company Plum Life. Here is what to expect on this week’s show: - How PlumLife works and how the platform helps agents connect and manage information with their clients. - How insurance agents can register for PlumLife and how they can market themselves on the platform. - How their platform is designed by agents through agent feedback.   Connect with Rahim: Guest Liniks: LinkedIn- https://www.linkedin.com/in/rrajpar https://www.linkedin.com/company/plum-life?trk=public_profile_topcard-      current-company Website- https://www.helloplum.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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 out your competition.   Listen to this insightful episode where Seth breaks down what to look for in the ideal advisor- and where you might find them: Here is what to expect on this week’s show: Why specificity is best when writing ad copy The #1 reason why agents switch Why, sometimes, the conversation approach is more important than the amount of people you get in seats Why knowing your leads’ hobbies and engaging them in those hobbies can generate higher conversion rates Why a lead’s time to make the first contract is a very telling KPI   Connect with Seth: Guest Contact Info: Website: https://marketdominationllc.com/ Facebook: https://www.facebook.com/MarketDominationLLC YouTube: https://www.youtube.com/user/APMFunnel LinkedIn: https://www.linkedin.com/company/market-domination-llc/ Instagram: https://www.instagram.com/market_domination_llc/ Twitter: https://twitter.com/mktdominationus   Learn more about your ad choices. Visit megaphone.fm/adchoices

Nelson Chu is an experienced serial entrepreneur and the Founder and CEO of Percent, the modern credit marketplace. After witnessing the inefficiencies in the private credit markets, Nelson was inspired to transform this industry for the better and founded Percent in 2018. He and his team have built an end-to-end credit platform unlike any other, empowering borrowers, underwriters, and investors to transact with confidence through governance, asset transparency, and market standardization. Nelson has been recognized by Private Debt Investor as a Rising Star in their annual list of the top 40 individuals shaping the future of private credit.    Prior to Percent, Nelson founded a strategy consulting firm that helped companies build products and raise capital for growth, creating over $1B in equity value. He also brings his background from global financial institutions, including Bank of America and BlackRock, to Percent.    Outside of Percent, Nelson pursues his personal interests in angel investing, art, and philanthropy. His angel investment portfolio includes companies such as BlockFi, Care/Of (Acq: Bayer AG), Clover Health (NAS: CLOV), dv01 (Acq: Fitch), Eden Health, Plentina, Tala, and Uala. He has been actively involved in several nonprofits, including serving as a Board Member of The Bubble Foundation, Host Committee Member for Alicia Keys’ Keep a Child Alive, and Yamba Malawi. Nelson graduated from Rutgers University with a B.A. in Economics and Political Science.   Listen to this insightful RIA episode with Nelson Chu about Percent – a credit platform unlike any other. Here is what to expect on this week’s show: - How Percent was created to fill a gap in the market for investor-friendly alternative investments. - Why private credit has traditionally been less accessible. - How Percent aimed to create a platform with shorter duration investments, lower minimums, and high yields. - Why private credit lenders typically have higher costs and minimum requirements. - How the high bar for private credit offers investors attractive returns.   Connect with Nelson: Links Mentioned: https://percent.com/ Instagram https://www.instagram.com/investpercent/ Facebook https://www.facebook.com/investpercent LinkedIn linkedin.com/company/percent-technologies Twitter @investpercent   Learn more about your ad choices. Visit megaphone.fm/adchoices

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 influence marketing.   Jill has shared her powerful networking and publicity strategies on the stages of Tony Robbins, T. Harv Eker, Jack Canfield, Mark Victor Hansen, Loral Langemeier, James Malinchak, Lisa Nichols, Richard Simmons, and many others. Additionally, thousands of people have attended her popular Publicity Crash Course.   In addition to her speaking engagements, Jill trains and consults with executives, sales teams and marketing departments in Fortune 500 companies, as well as in small-to-medium-sized companies. Her innovative influence marketing and publicity techniques consistently increase bottom line results for her clients.   Listen to this insightful episode, where Jill breaks down ways of getting noticed as an insurance agent or financial advisor. Here is what to expect on this week’s show: How Jill went from quitting law school to becoming the master of PR and marketing that she is today Unpacking the myths and misconceptions surrounding PR in financial services The difference in time, money, and energy that you may notice in Jill’s guerilla marketing approach Why it’s important to remember that any journey worth taking begins with that first step How to create a media presence for marketing as an insurance agent or financial advisor Success stories from some of Jill’s clients A free gift from Jill’s Publicity Crash Course for IMO listeners!   Connect with Jill: FREE GIFT: https://publicitycrashcourse.com/freegift WEBSITE: https://jilllublin.com/ FACEBOOK: https://www.facebook.com/publicitycrashcourse TWITTER: https://twitter.com/JillLublin LINKEDIN: https://www.linkedin.com/in/jilllublin/ YOUTUBE: https://www.youtube.com/channel/UCP1iC4DCyVD4rP34DZxjeeg   Learn more about your ad choices. Visit megaphone.fm/adchoices

Joseph Parnes founded Technomart Investment Advisors in 1979. He is President of the firm, directing all research, analysis and corporate strategy. As a result, Technomart Investment Advisors is currently recognized as one of the top investment advisories in the United States. Mr. Parnes is responsible for supplying the firm’s private and institutional clients with actionable investment advice. He has experience across a broad array of industries, with a special focus on growth companies and on short selling strategies. He is also Executive Editor of the Shortex Market Letter, a tri-weekly publication providing specific market insight and recommendations on seven long and seven short positions. In 2020 Joseph Parnes' educational book on short selling for the long term was published by Wiley.   Listen to this insightful RIA episode with Joseph Parnes about the current state of the investment market and where it’s future is. Here is what to expect on this week’s show: How when the market falls in totality, you will have a chance to get ahead, rather than buying options What’s happening in the investment market right now Why the market is being fooled by the peak-HFT investors. Explaining when the investment market may come to an end   Connect with Joseph: Website: www.technomartrga.com www.shortex.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Mark Fried is the author of Road Rules for Retirement and Founder and President of TFG Wealth Management. He has over 20 years of experience in the financial industry. He has trained over 1,000 financial advisors across the country in proprietary retirement financial strategies. Mark is a contributor to digital publications such a Forbes, Morningstar, Philly Burbs, and the Wall Street Journal. He has lectured at Holy Family University, The College of New Jersey, Bucks County Community College, and La Salle University.   Listen to this insightful RIA episode with Mark Fried about his book, Road Rules for Retirement. Here is what to expect on this week’s show: - How many middleclass people are getting the wrong advice about their finances. - Why it’s important for everyone to have a financial plan, even if you aren’t a millionaire. - How many people begin their retirement planning too close to their actual retirement. - Why you should work with clients who are a good fit for your company and values. - How writing a book allows you to get your message out to more people.   Connect with Mark: Links Mentioned: https://tfgwealth.com/ Guest Contact Info: Twitter @TFG_WealthMgmt Facebook facebook.com/TFGWealth LinkedIn linkedin.com/company/tfg-wealth-management Learn more about your ad choices. Visit megaphone.fm/adchoices

Ed Mahaffy founded ClientFirst Wealth Management, LLC. in 2007 after more than 23 years in the wealth management industry. Prior to launching ClientFirst, he spent 6 years as a portfolio manager and independent branch manager with Raymond James Financial Services, Inc., 6 years as a vice president and portfolio manager with Merrill Lynch, and over 11 years as a financial advisor and fixed income portfolio manager with Stephens, Inc. Designated as a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant, Ed holds a Bachelor of Science in Business Administration from The Citadel and earned his MBA from the University of Arkansas. He has had articles published in numerous publications, including Barron's magazine. In 2020, Ed was recognized by Arkansas Money & Politics Magazine as one of "2020's Best Financial Advisors.” Also in 2020, ClientFirst made Investors.com's 2020 Top Financial Advisors Firms List. Ed is a member of the National Association of Personal Financial Advisors (NAPFA) as well as the Financial Planning Association (FPA). At ClientFirst, Ed is president and senior portfolio manager.   Listen to this insightful RIA episode with Ed Mahaffy about the art of fee-only financial advising. Here is what to expect on this week’s show: - How it’s important to stay informed about your clients’ lives and adapt to their financial plans accordingly. - Why it’s vital to follow market trends and read periodicals, research papers, and whitepapers. - How the increase of interest rates could impact the bond market. - Why financial planners should be fully immersed in financial markets. - How advisors should prioritize transparency, client education, and aligning financial strategies with clients’ goals and risk tolerance.   Connect with Ed: Links Mentioned: clientfirstwm.com LinkedIn linkedin.com/in/ed-mahaffy All information provided through the following presentation is for educational purposes only and does not constitute investment, legal or tax advice; an offer to buy or sell any security or insurance product. Please consult a financial adviser for more complete information based on your personal circumstances and to obtain personal individual investment advice.   Diversification and asset allocation do not ensure a profit or guarantee against loss.    Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website. www.adviserinfo.sec.gov/ Past performance is not a guarantee of future results. Learn more about your ad choices. Visit megaphone.fm/adchoices

Guy Varble is an accomplished real estate investor with a diverse portfolio that includes self-storage, single-family and multifamily rentals, residential flips and commercial properties. His career is marked by the successful management and transaction of over 10,000 units, totaling upwards of $220 million. Varble’s expertise includes ground-up self-storage developments, transforming big box stores into self- storage facilities and acquiring and optimizing existing properties. Varble’s journey in entrepreneurship began prior to his academic pursuits. He is an alumnus of Westmont College, where he began shaping his business insights. This foundation was further strengthened by an MBA from Pepperdine University’s Graziadio Business School. His tenure at Procter & Gamble was instrumental in developing his skills in the realm of large-scale operations and budget management, successfully contributing to projects with budgets in excess of $180 million. Before venturing into real estate, Varble was a Commercial Lender in California. Currently based in Iowa, he skillfully balances a thriving career with a fulfilling family life. Married since 1998 and a father to three, Varble’s professional philosophy integrates the use of innovative technology in real estate with a solid grounding in corporate strategy, underpinned by a commitment to family values. Listen to this insightful RIA episode with Guy Varble about unlocking the secrets of tax-advantaged self storage. Here is what to expect on this week’s show: - How tax-advantaged self-storage involves cost segregation and accelerated depreciation models. - How these models allocate depreciation to investors, providing significant tax benefits. - Why investing through self-directed IRAs or Roth 401(k)s doesn’t have the extra tax advantages. - How self-storage is considered a risk-mitigated asset class, thriving in both good and bad economic times. - How self-storage is a basic, essential asset class, meeting diverse needs across different regions. Connect with Guy: Links Mentioned: impactselfstorage.com X @ImpactStorage Instagram @impactselfstorage Facebook facebook.com/ImpactSelfStorage LinkedIn linkedin.com/in/guy-varble-6522832 Learn more about your ad choices. Visit megaphone.fm/adchoices

Andrew Rosen is the President of Diversified, LLC. In his role as President, he sets the strategic direction, which focuses on providing clients and employees with everything they need to achieve their goals and dreams.  As a Financial Planner, Andrew forges lifelong relationships with clients, coaching them through all stages of life and guiding them to better achieve their life goals. Andrew loves helping others by spreading his knowledge on finance, investments, and the pursuit of happiness/fulfillment. He writes nationally recognized, weekly blog posts on these topics and is a regular contributor to Kiplinger and Forbes. Andrew has been published in The Wall Street Journal, Barron’s, Financial Advisor Magazine, US News & World Report, USA Today, CNBC, along with many other publications. Andrew graduated from the University of Delaware with a BS in Finance and a minor in Economics. He continued his industry education by obtaining his series 6, 7, and 63, along with his health/life insurance licenses. In addition, Andrew received the CERTIFIED FINANCIAL PLANNER™ designation, the CERTIFIED ESTATE PLANNER™ designation, and has been named a Five Star Best in Client Satisfaction Wealth Managerin Philadelphia and Delaware.   Listen to this insightful RIA episode with Andrew Rosen about helping people live the American Dream. Here is what to expect on this week’s show: - How people need to craft a plan and then follow through with that plan to reach their life goals. - Why people must be conscious of their actions and reactions and what their implications might be. - How a little tweak can make a big difference when it comes to your finances. - Why it’s important to have a map that leads you towards your goals. - How might have to change your lifestyle to be able to reach your goals.   Connect with Andrew: Links Mentioned: https://diversifiedllc.com/ Twitter https://twitter.com/DiversifiedLLC_ Facebook https://www.facebook.com/DiversifiedLLCDE LinkedIn linkedin.com/company/diversifiedllc Learn more about your ad choices. Visit megaphone.fm/adchoices

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 vendor selection. His articles have been published in Employee Benefit News, HR Executive, Benefits and Compensation News and several other publications. Listen to this insightfulIMOepisode with Clelland Green about marketing and health insurance in the online age: Here is what to expect on this week’s show: Navigating the changing economic landscapes of the 80s, 00s, and today Advice for those who are just starting in sales or marketing How to best utilize Google and other search engines for your business Ways that health insurance marketing can prepare for a change in national policy   Connect with Clelland: Links Mentioned: https://www.benepath.net/ 866-368-0377 Guest Contact Info: Twitter: https://twitter.com/clellandgreen LinkedIn: https://www.linkedin.com/in/clelland-green-5600083/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Stan Miller is the CEO of Pinnacle Legacy Law. Stan is passionate about the power of estate planning, and the positive difference it makes in the lives of Arkansas families. His trademark skill is the ability to listen, first. He then walks his clients through the development of a custom solution for their specific estate planning needs. His second trademark skill is the ability to explain your solution in simple understandable terms, you will know exactly what your plan does. Stan was an early pioneer in Living Trust planning in Arkansas- and at a time when most law firms were in favor of probating estates- a much more costly and time consuming alternative to Living Trusts. Since, he has established over 5,000 Living Trusts and helped protect more than $4.5 billion in assets. Those pioneering successes led him to emerge as a national leader in Estate Planning. Later, he helped found WealthCounsel, LLC, the leading provider of education and document-drafting software for Estate and Business Planning attorneys throughout the US. In 2008, he was instrumental in founding ElderCounsel, LLC, which is now the national leader in technology and education for Elder Law attorneys. He serves on the board of both companies. Stan’s most recent book, Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations, landed on the International Best Seller list in April of this year. He is currently developing a podcast, “American Legacy”, a bi-monthly series of interviews with individuals making a positive impact on their family, their community, and the world. Stan is a sought after speaker for professional audiences, individuals, families, colleagues, and contemporaries around the US. Speaking on topics ranging from estate and business planning, to tax reform and family legacies. Stan previously served as an elected member of the Board of Directors for the City of Hot Springs, and as a member of the Board of St. Joseph’s Regional Health Center- now CHI St. Vincent. He and his wife Patrice are the proud parents of two sons.   Listen to this insightful RIA episode with Stan Miller about his book, Your American Legacy. Here is what to expect on this week’s show: - How estate planning is important whether you have a will or a living trust. - Why business owners must have estate and legacy plans in place. - How work ethic, grit, and commitment are needed to run a successful business. - Why it’s important to preserve the stories when you struggled with your business. - How you want to transfer your generational wealth, not spend it.   Connect with Stan: Guest Contact Info Facebook https://www.facebook.com/youramericanlegacy Links Mentioned: https://stanmiller.com https://www.americanlegacynetwork.com/aln-home1 Learn more about your ad choices. Visit megaphone.fm/adchoices

With almost twenty-five years of experience as a financial advising professional, Jeffrey Panik, MSFS, CFP® knows that his job is to help clients strike a balance between living well today and planning for the future. Throughout his career, Jeff has worked with hundreds of families, individuals, and small businesses to help them set goals, strategically manage their assets, and work toward achieving their dreams. The first in his family to attend college, Jeff believes it is imperative to start the discussion of financial literacy early to best prepare for financial success throughout life. Jeff served in the US Army after college, which, as part of his service agreement, paid the student loans he had accrued. He was honorably discharged and began working as a Financial Advisor trainee at a large brokerage firm. Though Jeff grew up in Southwestern Pennsylvania, he has lived in the Atlanta area for two decades. Jeff and his wife Rebecca currently live in Atlanta, Georgia. When he isn’t working, Jeff enjoys spending time with family, traveling, reading, and all types of sports. Listen to this insightful RIA episode with Jeffrey Panik about lessons in wealth management. Here is what to expect on this week’s show: - How the financial industry has shifted from proprietary products to a client-first approach. - Why it’s critical to stay ahead of technological changes in the industry. - How 95% of heirs lose inherited wealth because they lack financial education and literacy. - Why lifelong learning and continued education are crucial to add value for clients and to stay relevant. - How it can be difficult to stay ahead of technological advances while maintaining a personal touch with clients. Connect with Jeffrey: Links Mentioned: https://jeffreypanik.com/ Instagram: @yourfutureisnow12 Facebook: https://www.facebook.com/profile.php?id=61561132010284 Learn more about your ad choices. Visit megaphone.fm/adchoices

Chris Vermeulen is a financial expert who challenges conventional investing wisdom and believes that investors should only own rising assets. With over 25 years of experience, Chris shares an alternative investment style called Asset Revesting that allows investors to achieve higher returns, lower drawdowns, and profit from bear markets. Chris founded TheTechnicalTraders.com, a platform that provides investors with Asset Revesting signals and education on using technical analysis and position and risk management. He is also the author of the books “Technical Trading Mastery” and “Asset Revesting,” his newest book, which explores this innovative investment method. Chris’ investment philosophy is grounded in the belief that diversification and the buy and-hold strategy can be dangerous for mature investors. Instead, he advocates for only owning assets that are rising in value, selling those that are in decline, and using technical analysis to identify and confirm these trends and price action. This approach helps investors achieve above-average returns while minimizing risk. Listen to this insightful RIA episode with Chris Vermeulen about the art of technical trading. Here is what to expect on this week’s show: - How technical analysis focuses on following price actions and trends across different asset classes. - Why The Technical Traders uses technical analysis to identify market directions and trends for investment. - Hos the Consistent Growth Strategy used by The Technical Traders aims to protect capital and profit from both rising and falling markets. - Why The Technical Traders focus on ETFs and rotate capital into assets that meet their risk criteria and are trending up. - How a significant market correction is imminent and there should be a strategy that provides an alternative to traditional buy-and-hold or active trading. Connect with Chris: Links Mentioned: thetechnicaltraders.com X @TheTechTraders Facebook facebook.com/TheTechnicalTraders LinkedIn linkedin.com/in/tradingtechnicalanalysis Learn more about your ad choices. Visit megaphone.fm/adchoices

Freddie Rappina is a Financial Advisor and a Chartered Financial Consultant as well as an Accredited Investment Fiduciary™ who founded Opta Financial. Freddie helps clients examine their current financial situation, financial goals, completes a financial analysis, provides recommendations, implements and reviews plans for clients. In addition to experience in the financial services industry, Freddie also has experience in law enforcement and is retired from The Fairfax County Police Department in Virginia. Freddie is originally from Long Island, New York and enjoys coaching baseball. Listen to this insightful RIA episode with Freddie Rappina about his transition from police officer to wealth advisor. Here is what to expect on this week’s show: - How Opta Financial aims to bring advanced wealth-building strategies to the middle class. - Why it’s important to transition from middle-class financial strategies to wealth-building ones. - How the biggest differentiator between middle-class financial strategies and wealth-building strategies is the attitude towards debt. - How Opta Financial also caters to clients who want to further advance their wealth through strategic investments. - How compound interest is oversold to the middle class as a primary wealth-building tool. Connect with Freddie: Links Mentioned: playingthewealthgame.com optafinancial.com Facebook facebook.com/OptaFinancial LinkedIn linkedin.com/company/opta-financial Learn more about your ad choices. Visit megaphone.fm/adchoices

William Lam is a visionary entrepreneur and the co-founder of UPGRD®, a groundbreaking movement that's revolutionizing the way we perceive personal development. Born out of William's profound understanding of human potential, UPGRD® isn't just an experience; it's a mission to upgrade the very operating system of your mind. What sets William and UPGRD® apart is a unique blend of expertise in computer science and a data-driven approach. They envisage the human mind as an operating system, and their mission is to elevate it to new heights. This isn't just theory; it's a practical, tangible solution. Their work primes individuals to access the unconscious mind with unprecedented speed, acting as a bridge between one's inner world and external reality. In essence, UPGRD® sets the stage for a mindset calibrated for profitability and tangible results. Investors often walk a tightrope, where slow decision-making can lead to missed opportunities. William's methodology aligns personality with training, ensuring a predictable timeframe for achieving tangible outcomes. Beyond financial success, UPGRD® emphasizes the profound importance of self-investment. It teaches individuals how to leverage their potential with a finely tuned mindset. By reshaping internal programming and environment in harmony, UPGRD® paves the way for lasting, conflict-free change, ultimately creating a stress-free ecosystem for exponential growth. This isn't just about setting goals; it's about becoming the person equipped to achieve them. Listen to this insightful RIA episode with William Lam about data-driven personal development. Here is what to expect on this week’s show: - How people should approach personal development with a calculated strategy. - Why people need to identify and modify when necessary, their values, beliefs, and identity. - How it’s important to set long-term goals and to think beyond short-term gains. - Why embracing your true self can lead significant transformations in personal and professional life. - How entrepreneurs should be authentic on social media so they reach a broader audience.   Connect with William: Links Mentioned: https://upgrd.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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 at publicly-traded Edgar-Online and financial services startup UB matrix. Steve has held VP of Marketing positions at Oracle, Cassatt, Ketera and Arcot. While at Oracle, he led Oracle’s first global e-commerce marketing campaign. Steve also brings a sales perspective having held business development and sales roles at Tektronix and ParcPlace Systems. Steve has a B.S. Computer Science from Southern Methodist University. Listen to this insightfulepisode with Steven, chock-full of valuable financial tips: Here is what to expect on this week’s show: Ways the business world is looking to neuroscience for new, exciting technology How the new technology can save time and money for businesses How machine learning, AI, and big data have shaped the business landscape The challenges that new tech faces to break into the mainstream   Connect withSteven: Guest Contact Info: Website: https://www.cortical.io/ Brighttalk: https://www.brighttalk.com/channel/18693/ Twitter: https://twitter.com/cortical_io YouTube: https://www.youtube.com/user/ceptsystems Linkedin: https://www.linkedin.com/company/cortical-io/     Learn more about your ad choices. Visit megaphone.fm/adchoices

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 leaders and agents in the industry. He is a Certified John Maxwell coach, trainer, and speaker. He lives his life to see others be successful, meeting not only their performance goals, but also their Growth goals.   Listen to this insightful episode with Tim, full of valuable tips straight from the John Maxwell playbook: Here is what to expect on this week’s show: How Tim got his start with John Maxwell, and how he uses their philosophies to help others develop professionally What financial services Tim still provides Ways to avoid living outside your earnings, and common mistakes Tim sees among his clients The best advice Tim ever received   Connect with Tim: Guest Contact Info: Email: timprice@pricelessleader.com Linkedin: https://www.linkedin.com/in/tim-price-0931a24     Learn more about your ad choices. Visit megaphone.fm/adchoices

Introducing What the Debt Crisis in Kenya Reveals About International Lending from The Hidden Economics of Remarkable Women (HERO).

Follow the show: The Hidden Economics of Remarkable Women (HERO)

Thousands of Kenyans protested against a finance bill in June that would have increased taxes on many everyday items. This was proposed in part to help pay off loans from the International Monetary Fund (IMF) and World Bank, which account for more than 40 percent of the country’s foreign debt. But what is Kenya’s current fiscal climate? And how are these debts impacting gender equality?

On today’s episode of The Hidden Economics of Remarkable Women, host Reena Ninan talks with Nairobi-based reporter Sharon Kiburi, who has been following Kenya’s debt crisis. Kiburi tells Ninan about her interview with Wanjira Wanjiru, a protest leader against the June finance bill, co-founder of the Mathare Social Justice Centre in Nairobi, and co-host of the Liberating Minds podcast.

Then, we hear from Diana Gichengo, the executive director of the Institute for Social Accountability (TISA). She discusses TISA’s efforts to engage with the IMF about their program in Kenya, which is largely expected to end in March. Gichengo spoke on a panel organized by Transparency International U.S. and moderated by the Trust, Accountability, and Inclusion (TAI) Collaborative on the sidelines of the IMF/World Bank meetings in October.

Guests and organizations: 

• Sharon Kiburi, journalist based in Nairobi. This is her second time reporting for HERO.
• Wanjira Wanjiru, co-founder of the Mathare Social Justice Centre and co-host of the Liberating Minds podcast
• Diana Gichengo, executive director of the Institute for Social Accountability in Kenya 

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DISCLAIMER: Please note, this is an independent podcast episode not affiliated with, endorsed by, or produced in conjunction with the host podcast feed or any of its media entities. The views and opinions expressed in this episode are solely those of the creators and guests. For any concerns, please reach out to team@podroll.fm.

Derrick Johnson brings over 30 years of experience as a financial advisor. He started his career as a sophomore in college working as a registered representative for a major financial services firm. After earning his bachelor’s degree in business administration from the University of North Dakota, he continued on that path for another 10 years. In 2002, he founded Johnson Wealth Management, LLC to offer clients an option of working with a fee-only financial planning firm. Derrick is a Certified Financial Planner™ practitioner and a member of the Financial Planning Association. Derrick believes that a well-rounded financial plan is the cornerstone of success, he specializes in financial, investment, and philanthropic planning. His breadth of experience equips him to craft tailored strategies that align with each client's unique goals. Over the years, Derrick's unwavering commitment and exceptional service have earned him a robust clientele of satisfied individuals. Raised in Grand Forks, North Dakota, Derrick is deeply integrated into his community. He shares his life with his wife, Tara Johnson and their two dogs. He enjoys reading, is a private pilot and an avid golfer. Listen to this insightful RIA episode with Derrick Johnson about the journey to fee-only financial success. Here is what to expect on this week’s show: - How word of mouth referrals and relationships with CPAs are key to growing a practice in a rural area. - Why it’s important to help your clients maintain a long-term perspective during market fluctuations. - Why you must help your clients emotionally prepare for retirement while addressing their needs and concerns. - How the transition from growth-focused investing to distribution planning is a critical phase and involves discussions about lifestyle changes and cash flow. - How you should provide your clients with consistent information and help them understand the importance of long-term strategies. Connect with Derrick: LinkedIn linkedin.com/in/derrick-johnson-155a553 Learn more about your ad choices. Visit megaphone.fm/adchoices

Steven Rothberg is the Founder of College Recruiter job search site, which believes that every student and recent graduate deserves a great career...and that it should be easy and inexpensive for employers to hire them. Each year, more than 12 million students, recent graduates, and other early career candidates use College Recruiter to help them find part-time, seasonal, internship, and other early career job opportunities almost anywhere globally. Steven founded the company out of which College Recruiter grew way back in 1991. He had just graduated from law school, passed the bar, and was working as a lawyer when he decided to get out of law to, as he says, enjoy his life. He invested almost all of his savings -- about $200 -- to buy business cards, letterhead, and a fax machine. He then convinced a number of departments at his alma matter, the University of Minnesota, to allow his little business to publish their official campus map for them. He gave the school the maps for free, they distributed them to students, and the company earned its revenues from the sale of advertising around the edges of the maps. That led to also publishing employment magazines called College Recruiter and that led to the first version of the company's website going live in 1996. By 2000, the company had shutdown the profitable maps and magazines to focus on the website. Listen to this insightful RIA episode with Steven Rothberg about revolutionizing early career recruitment. Here is what to expect on this week’s show: - How College Recruiter partners with affiliate sites, including college career services, scholarship sites, and other job boards. - Why the average rate of applying to a job listing after viewing it is only 5%. - How College Recruiter automatically distributes job postings to relevant partner sites based on job specifics. - Why low-skill jobs see higher application rates than specialized roles. - How AI has disrupted various industries, including job search and recruitment. Connect with Steven: Links Mentioned: https://collegerecruiter.com/ Facebook: facebook.com/EntryLevelJobs LinkedIn: linkedin.com/company/collegerecruiter-com Learn more about your ad choices. Visit megaphone.fm/adchoices

Jeffrey Gill, the founder of Peak Mutual, embarked on his financial industry journey in 2001 and found an immediate fit. Intrigued by the complexities of the industry and the immense potential it held to help others achieve their financial goals, Jeff soon became a prominent figure in his field. In 2019, he decided to shift his focus towards enabling others to accumulate wealth using the strategies and methods he had mastered over his years in the industry. His passion for his work is palpable, and his greatest joy lies in witnessing the financial success of others and helping them avoid common tax obstacles that can impede growth. Away from his professional pursuits, Jeff is a loving husband to Sarah and a proud father to their three children, Josephine, and twins, Jett and Jewel. The family resides in Chickamauga, Georgia, where they own a charming small farm. When they're not tending to the farm or enjoying quality family time, they love to traverse the globe, immersing themselves in new experiences and creating unforgettable memories. Jeff is licensed to operate in 46 states, broadening the scope of his services and the number of individuals he can assist. With his wealth of experience and his passion for helping others, Jeff is determined to make Peak Mutual a trusted partner in your financial journey. Listen to this insightful RIA episode with Jeffrey Gill about helping federal employees achieve financial freedom. Here is what to expect on this week’s show: - How it can be difficult for independent agents to find ideal contacts due to the lack of large marketing support. - Why federal employees need someone to help them navigate their unique retirement benefits and plan for their future. - How many federal employees have conservative investment tendencies and need help to have better retirement outcomes. - Why debt management is a critical aspect of retirement planning. - Why people should focus on investments that generate income over only focusing on the rate of return. Connect with Jeffrey: Links Mentioned: peakmutual.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Peter Scholtz founded Scholtz & Company in 1994 and has over 30 years of professional investment experience. Following three years (1974-77) at Bankers Trust in New York, Peter attended Columbia Business School in 1978. After receiving his MBA, Peter joined Smith Barney where he worked for 14 years. At Smith Barney, Peter started in Institutional Equity Sales before becoming a Portfolio Manager after several years. In 1986, Peter was part of the initial team to create a customized, individually managed high net worth service which eventually grew to seven portfolio managers that invested over one billion dollars. While at Smith Barney, Peter developed some quantitative models in 1991 that represent the first investment quantitative work ever done at Smith Barney. These models focused on earnings estimate revisions, earnings surprises and relative stock strength. These models today are used for screening stock ideas for investigation. Peter graduated with a B.S. degree in Economics from Ohio Wesleyan University in 1974 and an MBA from Columbia University in 1979. Additionally, Peter Scholtz has passed several licensing exams including the Series 65, 63, 7, and 5. Peter currently lives in Darien, CT with his wife of over 35 years. In his free time, he enjoys sailing, fishing, swimming and spending time with his three children and three grandchildren.   Listen to this insightful RIA episode with Peter Scholtz about being the first quant. Here is what to expect on this week’s show: - How running a company perfectly isn’t cheap and they outperform others in the long run. - Why you want to buy a good company for fair price instead of a bad company for a cheap price. - How AI can’t predict human emotion which is what drives the market. - How the stock market can stay irrational longer than you can stay solvent. - How when the Fed speaks the market automatically moves.   Connect with Peter: Links Mentioned: https://www.scholtzandco.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

John Nowicki serves as co-founder, President and CCO of LCM Capital Management with over 36 years of industry experience. He spends his days helping executives, physicians, and business owners prepare for a retirement that is comfortable by reducing costs, taxes and balancing risk. John is passionate about providing transparent financial services. He is committed to empowering his clients with financial knowledge and understanding so they can make the right decisions for their life and family. John has a bachelor’s degree in financial management from Indiana University Bloomington. When he’s not working, John enjoys spending time with Maria, his wife of 32 years, and their four adult children. John loves to take family vacations which always include his favorite hobbies of golfing and fishing. John has taught 5th grade religious education at his local parochial school. He has been an usher at Sunday mass for the last 30 years and has held several positions within the parish, including being a founding member of the Parish Finance Council.   Listen to this insightful RIA episode with John Nowicki about low-cost management. Here is what to expect on this week’s show: - How bigger financial service firms end up losing their clients’ money in the long run. - Why the financial services industry doesn’t want educated consumers. - How it’s important to show your clients their entire financial picture for them to understand what’s best to do with their money. - How most people don’t understand what they own and how much money they pay. - Why your client should tell you what they want and how you should build their plan around that.   Connect with John: Links Mentioned: https://lcmcapital.com/ Facebook https://www.facebook.com/lcmcapitalmanagement LinkedIn linkedin.com/company/lcmcapitalmanagement Learn more about your ad choices. Visit megaphone.fm/adchoices

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, with an emphasis on the customer experience (CX) and digital, as well as business leadership experience for a national business unit positions Dave to uniquely provide constructive, insightful and industry relevant advice and counsel. Listen to this insightfulepisode with Dave, full of valuable financial tips: Here is what to expect on this week’s show: How inspiration from Dave’s 6-year-old son inspired him to make a drastic career change How TMD differentiates themselves from other IMOs The biggest mistakes that Dave sees brands making when they come to TMD for help Challenges that TMD is facing now What Dave likes best about his job   Connect withDave: Guest Contact Info: Website: https://tmd.ca/ Podcast: https://tmd.ca/what-we-think Facebook: https://www.facebook.com/TMDca/ Instagram: https://www.instagram.com/tmdca/ Linkedin: https://www.linkedin.com/company/themarketingdepartment/ Twitter:https://twitter.com/tmdca?lang=en   Learn more about your ad choices. Visit megaphone.fm/adchoices

– The RIA Podcast with Seth Greene Episode 81 Nick Hopwood Nick Hopwood, CFP® is President and Founder of Peak Wealth Management, managing over $250,000,000 in client portfolios since 1999. Nick is a proud graduate of the University of Michigan with a degree in Economics in 2001. Through the College for Financial Planning and CFP® Board, he earned his CFP® designation in 2005.  Listen to this insightful RIA episode with Nick Hopwood about Peak Wealth Management. Here is what to expect on this week’s show: - How entrepreneurs need a coach and should copy everything their coach does right. - Why it’s vital for people to save, invest, and pay down their debt before retirement. - How soon to be retirees must be prepared for the worst that can happen in retirement. - Why word of mouth is a great way to get new business. - How planning for your retirement is one of the most important things you can do.   Connect with Nick: Links Mentioned: https://www.peakwm.com/ Guest Contact Info: Twitter https://twitter.com/nhopwood1 Facebook https://www.facebook.com/PeakWealthManagement/ Learn more about your ad choices. Visit megaphone.fm/adchoices

John Creekmur is the founder and president of Creekmur Wealth Advisors. He is highly motivated by helping people make great decisions so they can live incredible lives and ultimately experience True Wealth. John enjoys educating people about this process through various outlets such as True Wealth Radio, The Deep Dive (podcast with Drew Creekmur), and Great Decisions, Incredible Lives podcast. Creekmur Wealth Advisors is a wealth management firm whose No. 1 goal is to help people discover, build, and live out ‘True Wealth,’ which we define as all the things in life that money cannot buy.   Even during his teens, John wanted to be in the financial field and, as a result, he pursued his bachelor’s degree in accounting and finance from Cedarville University. In addition, John has completed a Master of Business Administration degree and holds the Certified Financial Planner™ (CFP®) designation.   John enjoys working alongside his wife, Stacy. They like to spend time with family and friends, and they particularly enjoy being outdoors. John and his family make their home in rural Pekin, Illinois.   Listen to this insightful RIA episode with John Creekmur about managing wealth with Creekmur Wealth Advisors. Here is what to expect on this week’s show: - How Creekmur Wealth Advisors aims to provide solutions for clients to achieve their financial aspiration and make impactful decisions in their lives. - Why it’s important to acknowledge what you don’t know and understand your strengths and weaknesses. - How many people in the RIA space lack an exit strategy or succession plan for their businesses. - How Creekmur Wealth Advisors partners with individuals to help them extract value from their RIA businesses through unique and tailored solutions. - Why building your infrastructure and delegating responsibilities accommodates growth and improves operational efficiency.   Connect with John: Links Mentioned: creekmurwealth.com Twitter @CreekmurWealth Instagram @creekmurwealth Facebook facebook.com/CreekmurWealth LinkedIn linkedin.com/company/creekmur-wealth-advisors   Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack Sharry is EVP and Chief Growth Officer at LifeYield, co-chair of the Money Management Institute Digital Advice Community, a member of the Next ChapterExecutive Leadership Advisory Board, and co-chair of Next Chapter Leadership in Action. He also hosts the WealthTech on Deck podcast, is the author of the book Authentic and Ethical Persuasion and contributes regularly to multiple industry publications.   Listen to this insightful RIA episode with Jack Sharry about cultivating business. Here is what to expect on this week’s show: - How it’s important that advisors move beyond single products and focus on a coordinated and holistic strategy. - Why it can be challenging bringing together AI and ChatGPT into a comprehensive ecosystem for improved outcomes. - How it will take a while for AI to have an impact on the financial advisory industry. - Why it’s vital to quantify the benefits of financial services in terms of dollars and cents. - How having a podcast is a great way to generate more business and become an authority in your field.   Connect with Jack: Links Mentioned: https://www.lifeyield.com/ Twitter @lifeyield Instagram Facebook https://www.facebook.com/LifeYieldCompanyPage LinkedIn linkedin.com/companylifeyield-llc linkedin.com/company/the-money-management-institute Learn more about your ad choices. Visit megaphone.fm/adchoices

Brian Preston is the founder and host of The Money Guy Show and Managing Partner and co-founder of Abound Wealth Management. He started podcasting as a passion project in 2006 out of pure excitement to share the good news of financial strategy with the masses. Fast forward to today, and The Money Guy Show is its own enterprise, helping millions of individuals build wealth and own their time. When he’s not busy making the wonderful world of finance accessible to the public, you can find him spending time with his wife and two daughters, watching the latest movies, traveling with family and friends, and cheering for the University of Georgia Bulldogs. Listen to this insightful RIA episode with Brian Preston about the secrets to financial planning success. Here is what to expect on this week’s show: - How crucial it is to work with a financial advisor who has successfully applied their methods. - Why giving away valuable information for free builds trust and creates an abundance cycle. - How everyone should have access to financial education. - How forced financial scarcity is a strategy to automate saving and investing to avoid lifestyle inflation. - How there is a psychological aspect to spending and saving and why clients should find joy in their expenditures. Connect with Brian: Links Mentioned: aboundwealth.com X: @moneyguyshow Instagram: @moneyguyshow Facebook: facebook.com/themoneyguyshow Learn more about your ad choices. Visit megaphone.fm/adchoices

– The RIA Podcast with Seth Greene Episode 84 David Dunn David J. Dunn is the General Partner and Portfolio Manager of the Kingsbridge Alternative Strategies Fund, LP which began in 2009.   Listen to this insightful RIA episode with David Dunn about reinventing the family office. Here is what to expect on this week’s show: - How having high value customers means making more money with less paperwork. - Why it’s important to focus on your clients’ needs and make sure they understand their investment plans. - How working with families requires a lot of relationship building and trust. - Why 50% of homeowners have more than 50% of their equity in their home. - How taking the more difficult route can pay off in the long run.   Connect with David: Links Mentioned: https://kwm.us.com/ https://kingsbridgealts.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Paul Himmelstein, CLU, ChFC, the Advanced Sales and Marketing Director, began his career in 1978 with Prudential Insurance Company. In 1980, he began his own financial planning firm, Himmelstein & Associates, specializing in estate, business, and retirement planning. From 1994 until 2003, Paul was the Regional Manager for ING and Washington Square Securities (now known as ING Financial Partners) in the state of Connecticut. Paul also has his series 7, series 24, series 63, Life, Health, and Variable Insurance products licensing. Paul's combination of over 30 years of experience and education in both, the retail and brokerage sides of financial planning has prepared him with the skills and knowledge to be an excellent resource to other advisors and agents. Knowing what it takes to be a great financial advisor, Paul is always interested in helping and educating others in his field. Currently a Supervisory Registered Principle for a branch of Advisory Group Equity Services LTD., member of FINRA SIPC, Paul has recruited and trained his staff to run an efficient and effective brokerage catering to its clients needs. Our expertise in case design and underwriting gets policies issued and placed.   Listen to this insightful RIA episode with Paul Himmelstein about the Protected IRA Plus Program. Here is what to expect on this week’s show: - What the Secure Act is and how it has changed RIAs. - Why seniors should be concerned about the changes made by the Secure Act. - How raising the requirements distribution age to 72 affects seniors. - How the Protected IRA Plus Program has three components and what they are. - Why the Protected IRA Plus Program is for anyone who has accumulated money in their retirement account.   Connect with Paul: Links Mentioned: protectedriaplus.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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 savings, increase cash flow and create passive income all without the help of Wall Street. They believe that the secret to doing this is having your money work for you, not someone else.Listen to this insightfulepisode with Joey and Russ, full of valuable financial tips: Here is what to expect on this week’s show: How having a business is like having a child How having control over your finances can be more liberating than retirement Why Joey and Russ believe there are no good or bad investments- just good or bad investors The Wealth Without Wall Street 3 steps to financial freedom   Connect withJoey and Russ: Guest Contact Info: Website: https://www.wealthwithoutwallstreet.com/ Twitter: https://twitter.com/withoutwallst Linkedin: https://www.linkedin.com/company/wealth-without-wall-street/ Podcast: https://podcasts.apple.com/us/podcast/the-wealth-without-wall-street-podcast/id1282660297 Facebook: https://www.facebook.com/wealthwithoutwallstreet/ Instagram: https://www.instagram.com/wealthwithoutwallst/?hl=en     Learn more about your ad choices. Visit megaphone.fm/adchoices

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 small businesses. She spendsher days helping everyday people and businesses access the benefits they deserve.She is very passionate about community; she founded WE WILL in 2013 to help women and children get involved in their communities and pass legislation. Listen to this insightfulepisode with Alexandra, full of valuable financial tips: Here is what to expect on this week’s show: ·        Misconceptions about the Affordable Care Act ●    How Alexandra uses social media to help as many people get health insurance coverage as possible ●    Why an insurance provider and a preschool teacher have similar skill sets ●    How Alexandra and her team use compassion and community to propel their visions forward   Connect with Alexandra: Guest Contact Info: Website: https://www.insuranceppl.com/ Twitter: https://twitter.com/aceidenberg?lang=en Linkedin: https://www.linkedin.com/in/alexandraeidenberg/ Facebook: https://www.facebook.com/alexandra.eidenberg/   Learn more about your ad choices. Visit megaphone.fm/adchoices

Lisa Hutter is a Partner and Client Advisor with IronOak Wealth, serving clients all over the country with offices in Austin, TX. Lisa works with active and retired business owners, multi-generational families and those going through transition (earning capabilities, divorce, inheritance). She welcomes those seeking a change in their financial advisor or who have never worked with an advisor. Lisa’s approach is different than most in how she supports her clients and learns about their passions, fears, dreams and principles to help ensure they are reflected in their financial pursuits. By looking at all of the pieces together she is able to uncover opportunities to make the lives of each client easier and their legacies stronger. As a result, Lisa has often been described as a financial coach and even a consigliere. Lisa works side by side with her clients to create a financial plan. This plan acts as a north star and informs the customized approach she takes to managing investments and determining where and how insurance and annuities have a place in helping her clients attain their goals. She also offers fee based only financial planners for clients who manage their own investments or don’t have liquid investments needing a professional money manager. In addition, she can provide trustee services and fractional family office services. Listen to this insightful RIA episode with Lisa Hutter about creating a better client experience with independent RIAs. Here is what to expect on this week’s show: - How creating deep relationships with your clients is an important part of comprehensive financial planning. - Why having in depth conversations is vital and allows financial planners to focus more on their clients goals and less on investment performance. - How providing excellent customer service leads to getting more clients through referrals. - How being an independent RIA allows you to freedom to work with any client and to provide tailored financial planning without extra fees. - How the ability to offer unique and creative investment strategies differentiates IronOak Wealth from other firms. Connect with Lisa: Links Mentioned: ironoakwealth.com lisa@ironoakwealth.com Learn more about your ad choices. Visit megaphone.fm/adchoices

– 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 Media Association as one of the 100 Most Powerful People in Insurance in North America and received the Wade S. Dunbar Jr. Technology Advocate award in 2019. He served on the board of directors of the Independent Insurance Agents and Brokers of New York and was interim CEO of Applied Client Network (formerly ASCnet). He was SVP of marketing of Applied Systems; and co-owner of Automation Management Group, publisher of The Automated Agency Report (TAAR).   Listen to this insightful IMO episode with Rick Morgan about WAHVE and his experience in the insurance field! Here is what to expect on this week’s show: - How WAHVE was started and how the organization became the matching service for the insurance industry. - The current status and culture of WAHVE and how the company operates. - The biggest challenges WAHVE has faced and how Rick has helped the company grow and overcome these challenges.   Connect with Rick: Guest Links: Website- https://wahve.com/leadership/rick-morgan LinkedIn- https://www.linkedin.com/in/rickjmiv Twitter- https://twitter.com/rickjmiv   Learn more about your ad choices. Visit megaphone.fm/adchoices

Charlie started his career alongside Scott in 2013 after graduating from Texas A&M University. He married his wife, Katie, in 2016 and is loving his life at home with their kids Molly (born 2019) and Scottie (2022). Since 2014, Charlie has been actively involved in Practice Ministries and was honored to serve as the Yellow Rose Gala Chairman in 2018. As a family the Burfords enjoy trips to Montana each summer, going to the pool in the summers, and getting out on the golf course. In business, Charlie has led the Burford Brothers as CEO since 2020 focusing most of his efforts on the financial planning side of the business to pair well with his father and President, Scott, who leads the team on the investment side. While still involved with macro investment decisions, Charlie utilizes his vast knowledge gained from the CFP designation and his experience since 2013 to specialize in financial planning to bring objective value to clients each year. Listen to this insightful RIA episode with Charlie Burford about innovating wealth management. Here is what to expect on this week’s show: - How Burford Brothers offers a range of services, including family office and risk management. - Why Burford Brothers is developing an in-house alternatives fund, leveraging local and global managers for a unique offering - How referrals and networking are great ways to land new clients. - Why many people struggle with their finances because they are busy with other aspects of their lives. - How Burford Brothers excels in helping clients with complex needs, including business owners and philanthropists. Connect with Charlie: Links Mentioned: burfordbrothers.com Instagram @burfordbrothers Facebook facebook.com/burfordbrothers LinkedIn linkedin.com/company/burford-brothers-inc Learn more about your ad choices. Visit megaphone.fm/adchoices

Maxwell Nee is the Managing Partner of OENO Wine & Whisky Investment. He’s a multi-award-winning entrepreneur who earns his investors a recession-proof and market-beating return with wine & whisky alternative investments.   Listen to this insightful RIA episode with Maxwell Nee about investing in Whisky & Wine. Here is what to expect on this week’s show: - How 6 years of aging whisky equals a 500x return on the top end. - Why you shouldn’t buy wine or whisky and hope it goes up in price. - How acquisition of the wine and whisky is the hardest part of this business. - Why you’ll rarely find a public company in the wine and whisky industry. - How building relationships is important to grow any kind of business.   Connect with Maxwell: Links Mentioned: https://oenowinewhiskyfund.com/   LinkedIn linkedin.com/in/maxwellnee   Learn more about your ad choices. Visit megaphone.fm/adchoices

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 this insightful episode, where Seth breaks down the two types of differentiation, and how you can use them to make your IMO or financial service firm stand out. Here is what to expect on this week’s show: Why breaking out of the mold of other financial advisors isn’t only about having the lowest prices The difference between “physical differentiation” and “perceived differentiation” How Seth and his team differentiate the financial services products they offer from their competition, and ways that the differences manifest themselves in both physical and perceived ways   Connect with Seth: Website: https://marketdominationllc.com/ Facebook: https://www.facebook.com/MarketDominationLLC YouTube: https://www.youtube.com/user/APMFunnel LinkedIn: https://www.linkedin.com/company/market-domination-llc/ Instagram: https://www.instagram.com/market_domination_llc/ Twitter: https://twitter.com/mktdominationus Learn more about your ad choices. Visit megaphone.fm/adchoices

Jeff is the President of Coastal Bridge Advisors. In this capacity, he is responsible for delivering the entire suite of services for our clients, including but not limited to – advisory, investments, planning, compliance, operations, finance and marketing. In a career spanning over 25 years, Jeff has held key operational and financial roles across a variety of industries, proving successful as an accomplished executive with a record of leading organizations to perform beyond expectations. In his role as President, he says he uses this experience “to help our clients navigate and coordinate the dizzying array of attorneys, accountants, insurers and even other family advisors, each offering solutions for various issues and needs.”   Listen to this insightful RIA episode with Jeff Fuhrman about Coastal Bridge Advisors. Here is what to expect on this week’s show: - How Jeff got started in the industry in the first place. - How he’s been able to attract and retain such great talent during the pandemic. - Some of the biggest lessons he’s learned along the way!   Connect with Jeff: Guest Links: Website- https://coastalbridgeadvisors.com/team/jeff-fuhrman LinkedIn- https://www.linkedin.com/in/jeffrey-fuhrman Learn more about your ad choices. Visit megaphone.fm/adchoices

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 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients. Mark is a certified financial planner, a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois.   Listen to this insightful episode where Mark challenges many financial status quos: Here is what to expect on this week’s show: How Mark’s suspicion of banks as a five-year-old led him to get involved in Why challenging conventional financial knowledge can lead to greater financial success How banks can take advantage of account holders, and how individuals can potentially find greater financial freedom and become their own banker What inspired Mark to write his three books and start his podcast Mistakes that Mark sees advisors often make   Connect with Mark: Guest Contact Info: Website: https://lakegrowth.com/ Facebook: https://www.facebook.com/lakegrowth/ Podcast: https://nyafinancialpodcast.com/ LinkedIn: https://www.linkedin.com/in/marklakegrowth/ Twitter: https://twitter.com/lakegrowth     Learn more about your ad choices. Visit megaphone.fm/adchoices

Jim Hendricks has dedicated his entire career to the realm of finance. He embarked on this path after earning a bachelor’s degree in accounting from Northern Illinois University in 1994. Although he initially trained as a Certified Public Accountant (CPA) and worked in various financial roles including as a controller for a division of a large corporation, Jim realized early on that a traditional accounting career was not his ultimate calling. In pursuit of a more fulfilling career, Jim ventured into the financial advisory sector in 2002, joining a prominent "Wall Street" firm. Disenchanted by the high-pressure environment focused on generating commissions and the formal corporate culture, Jim decided to strike out on his own. In 2004, he founded what is today known as Hendricks Wealth and Estate Management. His decision to start his own firm marked the most pivotal move of his professional life, establishing a business intended to endure for decades. Outside of his professional life, Jim is a father to three children, with one currently in college and the other two in high school. While they are each forging their unique paths to success, Jim holds a hopeful outlook that they might one day join the family business. However, he respects their journeys, acknowledging that they may not follow his recommended trajectory. Jim's philosophy extends beyond his professional endeavors; he is committed to living an engaging life and insists on infusing fun into every day. Whether it's through creative pursuits, swimming, golf, playing drums, or inventing games, Jim finds joy in active and creative engagements. Since childhood, he has enjoyed transforming everyday activities into games, a strategy that has served him well in setting and achieving goals. This approach not only enriches his personal life but also informs his professional interactions, offering his clients a dynamic pathway toward financial stability. A self-described highly motivated individual, Jim has a compelling story about what drove his intense self-motivation—a narrative he shares enthusiastically when given the opportunity. Listen to this insightful RIA episode with Jim Hendricks about the transition from accounting to financial planning. Here is what to expect on this week’s show: - How Hendricks Wealth and Estate Management differentiates itself through focusing on detailed, planning-oriented financial advice. - Why Hendricks Wealth and Estate Management focuses on calculating a precise spending number instead of using generic percentage-based estimates. - How retirement planning should have tailored strategies to meet everyone’s needs. - Why the strategic allocation of assets among beneficiaries helps minimize tax liabilities and optimize estate value. - How Hendricks Wealth and Estate Management operates similarly to a multifamily office, providing comprehensive services under one roof. Connect with Jim: Links Mentioned: jghfs.com Facebook facebook.com/hendrickswealth LinkedIn linkedin.com/company/hendrickswealth Learn more about your ad choices. Visit megaphone.fm/adchoices

David Chudyk began his career in the financial services arena in 2002. In 2005, David had the opportunity to purchase an insurance and financial services agency in Seneca, SC and later, in 2006 obtained the prestigious Certified Financial Planner(tm) designation.    David believes that it is his duty to shepherd his clients. He empowers them to make the best possible financial decisions for the reasons that are important to them. By developing plans and strategies for business owners and individuals for all areas of financial planning, such as investment planning, risk management, tax planning, estate planning, etc., David believes that he can help his clients’ overall financial wellbeing. In order to promote sound financial planning principals to the masses, David started The Weekly Wealth Podcast in 2020.    As an entrepreneur, David has held to the philosophy that “we all need to do our parts to make the world a better place.” He heads a financial literacy program for The Foothills Care Center. David is the current President of the South Carolina Chapter of the Financial Planning Association.    Listen to this insightful RIA episode with David Chudyk about how business owners can benefit from working with Parallel Financial. Here is what to expect on this week’s show: - How increasing the value of your business allows you to achieve higher selling multiples in the future. - Why people need to act when it comes to retirement plans instead of delaying financial planning. - How business owners should focus on the eight drivers using the value building system. - Why business owners should adopt a CEO mindset and run their businesses like franchises. - How owners need to delegate tasks to their employees so they can focus on the bigger picture.    Connect with David: Links Mentioned: https://www.parallelfinancial.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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 every business challenge, and that the correct approach will yield next-level results. He has proven this across various distinct platforms and industries, with intersecting disciplines, providing leadership both in entrepreneurial and corporate environments.   Listen to this insightful episode where Robert explains how Shared Economy Services is fighting for independent contractors and more. Here is what to expect on this week’s show: Ways that Shared Economy Services is challenging status quos set by companies who employ independent contractors How Robert surveyed the current shared economy landscape to get the idea for Shared Economy Services Recent changes in the legal world that allow these companies to continue paying their workers as little as possible, and not giving them the benefits they’ve earned   Connect with Kevin: Guest Contact Info: Website: https://www.sharedeconomyservices.com/ LinkedIn: https://linkedin.com/in/robertmwallach     Learn more about your ad choices. Visit megaphone.fm/adchoices

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 client in her firm happened to be a financial advisor. This advisor had only $10 million in money under management that Maribeth helped grow into $200 million in under 5 years through niche-based marketing strategies.   Listen to this insightful episode, where Maribeth details the organic referral process advisors can use today. Here is what to expect on this week’s show: How Marybeth got started in marketing, and how she accounts for all her success What someone could expect to learn at Marybeth’s keynote speech at the ultimate referral summit Why clients don’t often refer without being educated or prompted, and the organic referrals you might be missing out on What an ideal referral situation looks like A look at Maribeth’s books, and how they help advisors get more referrals   Connect with Maribeth: Website: https://www.redzonemarketing.com/ Instagram: https://www.instagram.com/mbkuzmeski/ Twitter: https://www.twitter.com/MBKuzmeski YouTube: https://www.youtube.com/user/redzonemarketing LinkedIn: https://www.linkedin.com/company/red-zone-marketing-llc Learn more about your ad choices. Visit megaphone.fm/adchoices

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 annuity-marketing specialist and attained the position of Vice-President to two successful national annuity organizations, as well as continuing his work with his clients. His company, Brokers’ Choice of America, Inc., is responsible for over one thousand distributors.   Listen to this insightfulIMOepisode with Tyrone Clark about annuities as an investment vehicle for IMOs and FMOs: Here is what to expect on this week’s show:  What makes annuities so profitable, and how to pursue that profit Using seminars, workshops, and classes to grow your brand and income Marketing in the digital age What to keep in mind when designing products   Connect with Tyrone: LinkedIn https://www.linkedin.com/in/tyrone-clark-505092108/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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 Organization podcast. Tune in each week for a conversation with experts about tried, tested, and fine-tuned methods to grow your IMO, and up your marketing game. Running an IMO takes a lot, but luckily, our guests have what it takes. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 Island with a Bachelor of Science Degree in Business Administration. He holds the FINRA Series 66 license. His background includes experience as a Trading Desk Supervisor at Suretrade, Inc. and an Online Product Support Specialist at Quick & Reilly, Inc. Derek is the co-host of StrategicPoint’s podcast, The Novice and The Nerd. To learn more about Derek, his career path and his approach to advising clients, watch his interview on “Eye Openers” with Brittany Drozd. He often appears as a guest on “State of the State”, a public access television show produced in Rhode Island. Listen to this insightful RIA episode with Derek Amey about StrategicPoint! Here is what to expect on this week’s show: - Derek’s desire to help other people and why he joined StrategicPoint. - Derek’s start in the RIA business and why he chose this career because it had a more personalbe approach with people and clients. - What makes StrategicPoint unique and different from the other RIA companies.   Connect with Derek: Guest Links: Derek’s Bio- https://strategicpoint.com/staff/derek-m-amey Learn more about your ad choices. Visit megaphone.fm/adchoices

Gustavo Couto has made a transformative impact in the Brazilian community by personally assisting more than 1000 of the Brazillionaires® Agency’s clients in creating their own living benefits, safe accumulation, and lifetime income retirement strategy plans. Gustavo and his co-founder wife’s visionary leadership led to the inception and growth of this large, dynamic agency which today has more than 500 agents, more than 20,000 clients and more than $33 million in commissions. Graduating with a Bachelor of Science in Computer Science from Federal University of Para in Brazil in 1998, Gustavo also completed two prestigious professional certificate programs at the University of California, Berkeley, specializing in Computer Information Systems: Analysis, Design, and Management, as well as Project Management. An Options Trader for nearly two decades, Gustavo’s in depth familiarity with the high-risk/high volatility behavior of the stock market has led him to ONLY recommend and work with safe strategies such as fixed indexed annuities or fixed indexed universal life products with his clients and associates. This expertise in safe accumulation and lifetime income strategies sets the Brazillionaires®’ philosophy apart from other financial professionals. Listen to this insightful RIA episode with Gustavo Couto about cultivating a niche market. Here is what to expect on this week’s show: - How it’s important for middle Americans to understand money and financial planning. - Why focusing your business on a niche market can lead to success. - How it’s important to maintain the quality of training while growing your business. - Why understanding money and financial planning can change lives and empower individuals and families. - How Brazilian Heirs serve over 20,000 clients with a focus on life insurance. Connect with Gustavo: Instagram @gustavo_hcouto LinkedIn linkedin.com/in/gustavocouto Learn more about your ad choices. Visit megaphone.fm/adchoices

Rob Brown has spent most of his career in the financial services industry as a top-producing financial advisor as well as in several executive leadership roles. For the past 21 years, as a coach and a trusted advisor to financial advisors, Rob has helped his clients achieve excellence while living more purpose-filled lives. Rob is also an author of 2 books: Delivering the Ultimate Client Experience and Truest Fan: Love, Love and Lead with Purpose and Impact.   Listen to this insightful RIA episode with Rob Brown about his book, Delivering the Ultimate Client Experience. Here is what to expect on this week’s show: - How having a plan, sticking to it, and working hard every day is the recipe for success. - Why you shouldn’t put your dreams to the side when you’re starting a new business. - How finding people who connect with your dream allows you to have the business you want to have. - Why your business can’t serve all things to all people, instead you should attract your ideal clients. - How your business and team should be able to run without you being there.   Connect with Rob: Links Mentioned: https://encorepartners.com/ https://truestfan.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

For the past 8+ years now, Marc Del Priore lost count of how many conversations he had with CMO's, Owners and C-level executives who were frustrated with their current lead generation vendors. They told him many lead generation companies are inconsistent with their lead quality and some companies even try to send fraudulent leads. Marc's goal as President of TradeMarc Global is to create win-win partnerships with all our clients and deliver valuable services that are backed with integrity.   Listen to this insightful RIA episode with Marc Del Priore about the pay per lead model. Here is what to expect on this week’s show: - How working in different niches and verticals can lead to a very successful business. - Why business owners might want to spend their time chasing bigger accounts. - How a business must produce good content to get noticed and grow. - Why it’s important to buckle down and see what works best for your business. - Why the cost of online advertising has been increasing recently.    Connect with Marc: Links Mentioned: https://tmgbl.com/ Guest Contact Info: Facebook https://www.facebook.com/trademarcglobal LinkedIn linkedin.com/companytrademarc-global Learn more about your ad choices. Visit megaphone.fm/adchoices

Brian Boughner began his investment career in 2000 right at the very top of the biggest stock bull market. In the past 17 years of his career, he has helped his clients successfully manage their investments through the 9/11 terrorist attack, two equity bear markets, a housing bust, and a credit bust. He has built his career on the foundation that how well you manage your investment returns during the market downturns will ultimately determine your long-term performance. Brian is a Florida State University graduate, a CFA charter holder, and a Chartered Market Technician.  Listen to this insightful RIA episode with Brian Boughner about transitioning to Independence with Fiduciary Alliance. Here is what to expect on this week’s show: - How Fiduciary Alliance is only interested in working with advisors in high growth mode. - How Fiduciary Alliance provides systems, coaching, and ways for you to grow your business organically. - Why networking with other RIAs is important and how Fiduciary Alliance helps them do that. - How growing organically is more powerful than going out and buying a book of business. - How RIAs need to have their own identity in their market.   Connect with Brian: Links Mentioned: https://www.fiduciaryalliance.org/   Learn more about your ad choices. Visit megaphone.fm/adchoices

From Panic to Profit – The RIA Podcast with Seth Greene Episode 136 Brooke Lively When entrepreneurs find themselves hitting a wall in their business, they come to Brooke Lively, Cathcap's Founder and CEO. Brooke has always been a catalyst for accelerated profits - her actionable advice has helped businesses thrive for years. When Brooke does her job, it's like a light bulb goes off in a client's mind. They see a new identity for their organization, and they're empowered to make a change that makes their world better - whether that's in time, money, reputation, or all of the above. It's big thinking, and with Brooke's help, clients can achieve whatever version of "profit" they are seeking. What's more, Brooke is an EOS Implementer® who educates leadership teams with effective tools and processes, making her a well-rounded force for business growth. She is a highly regarded speaker and the author of several books including her International Best Seller, From Panic to Profit. Brooke has been featured in international media including CNBC, Forbes, US News and World Report, and on podcasts such as You Are Buzzworthy, Mission Matters, The American Bar Association Modern Law Library, and The Entrepreneur Way. Listen to this insightful RIA episode with Brooke Lively about her book, From Panic to Profit. Here is what to expect on this week’s show: - How many entrepreneurs often lack understanding of the financial aspect of their business and need help. - Why an owner should be able to take a vacation and come back to an efficiently running company. - How it’s important to forecast cash flow to ensure timely payments and avoiding financial surprises. - Why business owners must proactively hire people a plan for future growth instead of making rash decisions. -How entrepreneurs should track new net engagements to assess company capacity and anticipate future hiring needs. Connect with Brooke: Links Mentioned: cathcap.com Instagram @cathedralcapital Facebook facebook.com/CathedralCapital LinkedIn linkedin.com/company/cathedralcapital Learn more about your ad choices. Visit megaphone.fm/adchoices

Bartlett President, Wealth Advisor, and Principal Holly Mazzocca serves as a guiding force for the company, the families and individuals she counsels, and the community she serves. As president, Holly guides the firm by establishing a strategic vision, building a growth culture, and enhancing the experience for every Bartlett client. Holly also serves as a wealth advisor. Her areas of focus include multi-generational families and women in transition. Holly lends her expertise on several committees that reflect key areas of specialty, and is a leading voice on Bartlett’s Environmental, Social, and Governance (ESG) team, focused on sustainable investing. She is a passionate champion of Bartlett’s women-centric service initiatives. Listen to this insightful RIA episode with Holly Mazzocca about empowering women in finance. Here is what to expect on this week’s show: - How Barlett helps clients navigate personal and exciting transitions such as retirement or selling a business. - Why maintain communication and a strong culture is important when you have offices across multiple states. - How Bartlett focuses marketing efforts on digital experiences, events, and leveraging their expertise by working with business owners. - Why legacy planning and charitable giving require thoughtful planning and discussions. - How it’s vital to focus on long-term results in an industry that focuses on short-term gains. Connect with Holly: Links Mentioned: bartlett1898.com Instagram @bartlett1898 Facebook facebook.com/Bartlett1898 LinkedIn linkedin.com/company/bartlettwealthmanagement Learn more about your ad choices. Visit megaphone.fm/adchoices

Brian Kasal is the CEO and founder of FourStar Wealth Advisors LLC, an SEC Registered Investment Advisor firm headquartered in Chicago. Brian holds an MBA from the University of Chicago’s Booth School of Business and has been a guest lecturer for their MBA program.   Listen to this insightful RIA episode with Brian Kasal about doubling $1 billion in AUM with FourStar Wealth. Here is what to expect on this week’s show: - How FourStar Wealth aims to provide unique and comprehensive solutions that incorporate real estate, early-stage angel investments, and Bitcoin. - Why it’s important to be able to partner with other specialists when needed. - How leveraging recruitment efforts and industry relationships leads to great success. - Why firms offering flexibility and independence are the ones experiencing growth, not large national firms. - How podcasting is a great way to communicate with your clients on a regular basis.   Connect with Brian: Links Mentioned: https://fourstarwealth.com/ Facebook https://www.facebook.com/fourstarwealth Twitter @FourStarWealth LinkedIn linkedin.com/company/fourstar-wealth-advisors-llc Learn more about your ad choices. Visit megaphone.fm/adchoices

Mary Ellen Tuthill was born and raised outside of Boston, Massachusetts. A graduate of Boston College with a BA in American History she went on to earn two master’s degrees, an MA from the University of Maryland in American Studies and an MS from Syracuse University in Communications. A self-described “perpetual student,” she worked for ten years as a radio news anchor and reporter. Family obligations precluded her moving to advance her career. It was time for a change. For the next 13 years she would work as a financial advisor also penning a financial planning column for the local paper. Eventually the rough and tumble of the securities business took its toll, and she embarked on a third career as a full-time financial writer. Her employer was iMoneyNet, the go-to place for money-market mutual fund data. Over 11 years she wrote hundreds of stories for the firm’s flagship publication, “Money Fund Report.” She also wrote for other publications, all related to money market funds.  Hired in 2006, initially the work was uninspiring. What can you say about money-market mutual funds? Then came the financial crisis and everything changed. What had been a job writing about sleepy money-market mutual funds turned into a journey deep into the recesses of shadow banking. For money-market mutual funds played an integral role in the financial meltdown that dwarfed all others. Tuthill was hooked. She wanted to learn everything about shadow banking and as the days, weeks, months, and years passed, hundreds of articles, scholarly papers, marketing material from the banks and government reports. Laid off in 2017, Tuthill found herself with boxes and boxes of material. Her first task was to organize it by subject. Then, she continued to pursue her research. The result is “Repo-Madness: A Simpleton’s Guide to the Street’s Wicked Ways.”    Listen to this insightful RIA episode with Mary Ellen Tuthill about shadow banking and her book, Repo-Madness. Here is what to expect on this week’s show: - How shadow banking evolved outside the purview of regulators in the 1980s and is largely misunderstood by the public. - How investment institutions started using repos to manipulate trading strategies in massive amounts. - Why many people don’t know what shadow banking really is, including economic professors and experts in the field. - How repo agreements refer to short-term overnight loans involving trillions of dollars used by financial institutions - Why low interest rates make people overlook the potential risks of not rolling overloads every day.   Connect with Mary Ellen: Links Mentioned: https://www.amazon.com/Repo-Madness-Simpletons-Streets-Wicked-ebook/dp/B0C2SRMXZP/ref=sr_1_2?crid=3EJFQ9ZXCZ314&keywords=repo+madness+book&qid=1693274589&sprefix=repo+madness+book%2Caps%2C261&sr=8-2 Learn more about your ad choices. Visit megaphone.fm/adchoices

Doug Shea serves as the Managing Member of High Gravity LP Management, LLC. Doug is married with three children. Previously, Mr. Shea was a securities broker specializing in Natural resource and Real Estate Investments for almost ten years. He holds a Bachelor’s of Science Degree in Natural Resources from Oregon State University and has previously held the Series 63 and a Series 22 Securities License. Mr. Shea., along with his brother Greg, evaluate each prospect and make collective decisions with the other Members of High Gravity Resources as to the viability of each prospect. Mr. Shea also shares responsibility for corporate compliance and due diligence. Listen to this insightful RIA episode with Doug Shea about transforming natural gas into profit. Here is what to expect on this week’s show: - How Magnolia Energy’s technology enables natural gas wells to produce more lucrative products like hydrogen or synthetic fuels instead of just selling natural gas. - Why there is a current surplus of natural gas. - How natural gas pricing is highly sensitive to regulatory decisions affecting future export capacities. - How Magnolia Energy has its own natural gas fields and wells but also collaborates with other operators interested in using their conversion technology. - How the technology not only offers higher returns but also significant tax benefits. Connect with Doug: Links Mentioned: magnoliaoilgas.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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 him a lifetime. A veteran of the United States Airforce, where he completed a Surgical Technologist Certificate, Shane would use his love of medicine to fuel his venture into the private sector. Placed in notable leadership roles such as the Chief Commercial Officer of ProNerve, The Chief Financial Officer of EmployerDirect Healthcare, and Partner at Castle Development Group, he’d work to negotiate complex, multimillion-dollar contracts, work in device sales management, create business strategies, and optimize P&L before starting his own business targeting affordable healthcare named Hooray Health. At Hooray, Foss and his team focus on offering peace of mind to lower-income individuals and families who face medical challenges, while also providing business owners with an affordable way to reward and retain employees.   Listen to this insightful episode, where Shane details Hooray Health’s process of providing low-cost care to their clients. Here is what to expect on this week’s show: How the expensive state of American healthcare inspired Shane to start Hooray Health Relationships that Hooray has with brokers that help them provide affordable care to their clients Benefits that only Hooray Health app users get What Shane likes best about his job   Connect with Shane: Website: https://hoorayhealth.com/ Facebook: https://www.facebook.com/HoorayHealthcare LinkedIn: https://www.linkedin.com/company/hoorayhealth/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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, www.TopAdvisorPodcast.com. Inducted by his peers into the Professional Speakers Hall of Fame in 2010, Bill is a highly respected international speaker and consultant who has taught his system to thousands of financial professionals. Bill’s motivational sessions are high energy, high content – wrapped in a little fun. You can expect to receive proven and practical strategies that will have an immediate impact on your business.   Listen to this insightful episode, where Bill gives tips on capitalizing on what he knows best: referrals. Here is what to expect on this week’s show: How Bill accounts for his success as an author, speaker, and referral-based marketing expert A sneak peek inside Bill’s newest book Tips on turning referrals into money, and commonly made mistakes to avoid Scaling organic referrals Why just showing up and doing your job isn’t enough Tips on recognizing and utilizing the things that makes you different from your competition towards creating great client relationships. Connect with Bill: Website: https://referralcoach.com/ Facebook: https://www.facebook.com/ReferralCoach Twitter: https://twitter.com/Bill_Cates YouTube: https://www.youtube.com/user/ReferralCoach LinkedIn: https://www.linkedin.com/in/billcates Podcast: https://referralcoach.com/top-advisor-podcast-bill-cates/ Learn more about your ad choices. Visit megaphone.fm/adchoices

With comprehensive portfolio management skills and almost three decades of financial industry experience managing professionals, servicing accounts, securing compliance, and advancing professional sales careers, Joe Maas is in a unique position to understand the needs and concerns of Financial Advisors, Planners, and Wealth Managers.  His company, Synergy Asset Management, LLC offers the tools and solutions that enable clear communication with clients while securing additional clients and accelerating sales revenue.   Listen to this insightful RIA episode with Joe Maas about empowering advisors with Synergy Asset Management. Here is what to expect on this week’s show: - What the Strategically Aligned Asset Manager is, how it works, and how it can benefit you. - How it’s important to adapt money management strategies to the ever-changing market conditions by using AI tools and a team of experts. - Why advisors should stay flexible and employing different tools based on market cycles instead of relying on a single approach. - How the market cycle assessment tool evaluates economic fundamental, and technical factors to determine their weight. - Why writing a book is a powerful marketing tool and establishes expertise while attracting clients.   Connect with Joe: Links Mentioned: https://synergy-am.com/   Learn more about your ad choices. Visit megaphone.fm/adchoices

Kris Flammang is a co-owner of LPF Financial Advisors. Kris has been in financial services since 1999 after moving to Florida from his home state of Nebraska. He currently carries the Chartered Retirement Planning Counselor(CRPC) Accredited Investment Fiduciary(AIF) and Behavioral Financial Advisor (BFA) designations. He has co-authored a book on personal financial planning as well.    Listen to this insightful RIA episode with Kris Flammang about his financial services company LPF Financial Advisors. Here is what to expect on this week’s show: - How financial advisors are provide the most value during a financial downturn or crisis. - Why it’s important for retirees to position themselves to receive recurring payments from investments every month. - How people must understand what it means to start claiming Social Security. - Why loaning friends or family members money might not be the best idea. - How people with extra retirement money must decide how to use it.   Connect with Kris: Links Mentioned: https://www.lpfadvisors.com/ Guest Contact Info: Twitter @kflammang Learn more about your ad choices. Visit megaphone.fm/adchoices

Paul G. McManus is the founder of More Clients More Fun LLC, MCMF Publishing, Creator of The Million Dollar Producer LinkedIn Program, and host of The Million Dollar Producer Show Podcast.  He has worked closely with over 500+ financial advisors, CPAs, life insurance producers, and business advisors since 2015. He is also the author of Million Dollar Producer: The Secret Playbook For Financial Professionals To Land High-Value Clients Using LinkedIn. He lives in San Diego, California with his wife Atsuko and his two Boston Terriers, Moo and Potato Chips.    Listen to this insightful RIA episode with Paul McManus about his book, The Short Book Formula. Here is what to expect on this week’s show: - How publishing a book is a great way attract more customers. - Why getting leads and appointments is easy but converting them to be a client is not. - How becoming an author gives you a piece of marketing collateral that you can use and leverage for years. - Why writing a book helps you identify your target audience and what they are attracted to. - How authors can and should tie in LinkedIn marketing and messaging with their book.   Connect with Paul: Links Mentioned: https://www.theshortbookformula.com/?r_done=1 LinkedIn linkedin.com/in/paulmcmanus Learn more about your ad choices. Visit megaphone.fm/adchoices

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 form a fee-for-service financial planning firm in partnership with an accounting firm in order to serve more people in a conflict-free environment. Just a few years later, she took JYC Financial entirely independent, and a few years after that… merged with Spring Personal Finance to become Spring Financial Planning. Julia is also co-founder of Admin Slayer Services, and a charter member of Lead Family Enterprise Advisors.   Listen to this insightful episode with Julia, full of valuable advice (only!): Here is what to expect on this week’s show: How Julia got her start in finance How Julia’s role as an “advice only” financial advisor like quarterbacking a football team Who Julia’s ideal client is, and how she finds them Challenges that Spring Planning and firms like it often face, and mistakes that they often help their clients avoid The best advice Julia ever received   Connect with Julia: Guest Contact Info: Website: https://springplans.ca/ Website: https://www.adminslayer.com/ Website: https://www.adviceonlyplanners.ca/ Facebook: https://www.facebook.com/springplans/ Linkedin: https://www.linkedin.com/in/juliaychung/?originalSubdomain=ca Twitter: https://twitter.com/juliachungfp   Learn more about your ad choices. Visit megaphone.fm/adchoices

Michael Garry is the founder and CEO of Yardley Wealth Management and a certified financial planner. Michael earned a B.S. and an MBA in Finance from Saint Joseph’s University and a law degree (J.D.) from the Widener University School of Law, where he concentrated in tax, securities, and estate planning. Michael began his career as an intern with the Pennsylvania Office of the Attorney General, and he was admitted to the Pennsylvania and New Jersey State Bars. Michael served as a practicing attorney for two Philadelphia law firms before becoming a financial advisor. Michael honed his financial management skills by working with Merrill Lynch and then becoming vice president and Chief Compliance Officer at Global Investment Management, overseeing a 25-year-old Registered Investment Advisory firm’s operations and legal compliance. Listen to this insightful RIA episode with Michael Garry about transitioning from the practice of law to financial advising. Here is what to expect on this week’s show: What inspired Mike to leave the practice of law and become a financial advisor Who an ideal client is for a financial advisor The realization that a lot of people make tax-related mistakes What clients need to know about the current market environment The biggest challenges financial advisors are facing right now Connect with Michael: Website: http://yardleywealth.net Twitter: @MichaelJGarry Instagram:@yardleywealth Facebook: https://www.facebook.com/YardleyWealthManagement/ LinkedIn:https://www.linkedin.com/in/michaelgarry/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Josh Pantony is a co-founder and CEO of Boosted.ai – an artificial intelligence company that brings advanced machine learning tools to institutional investors. Since starting Boosted.ai in 2017, the company has helped dozens of investment managers – whose AUM totals over $1 trillion – implement machine learning in their portfolios. Prior to founding Boosted.ai, Josh was a Principal Machine Learning engineer at Bloomberg for 4 years. At Bloomberg, he helped start and build numerous critical Machine Learning initiatives including Ranking, Recommendation, Question and Answering, Crowd Sourcing, and Knowledge Graphs. He also acted as a consultant on numerous initiatives across the company and helped build several ML teams. Listen to this insightful RIA episode with Josh Pantony about how Boosted.ai supercharges productivity in wealth management. Here is what to expect on this week’s show: - How Boosted.ai helps investment managers by automating repetitive tasks like portfolio commentary, risk monitoring, and discounted cash flow analysis. How Boosted.ai is a SaaS tool that allows users to log in and build custom automation tailored to their investment management needs. - Why hiring ahead can help organizations to scale quickly as the business grows. - How Boosted.ai saves investment managers between 20% and 50% of their weekly hours by automating tasks. - How Boosted.ai offers insights and analysis on supply chain effects or shareholder meeting changes. Connect with Josh: Links Mentioned: Boosted.ai X @BoostedAi LinkedIn linkedin.com/company/boostedai Learn more about your ad choices. Visit megaphone.fm/adchoices

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, clients of Ullman Wealth Partners have additional resources, confidence, and knowledge as they navigate the divorce process.     Listen to this insightful RIA episode with Patrick Kilbane about Ullman Wealth Partners. Here is what to expect on this week’s show: - The financial process during divorce and how Patrick provides support and guidance for his clients. - How Patrick got started in the divorce financial field and his role at Ullman Wealth Partners. - Patrick’s experience as an attorney and his transition into the financial services world!   Connect with Patrick: Guest Links: LinkedIn- https://www.linkedin.com/in/patrick-kilbane-a4755562 Website- https://www.ullmannwealthpartners.com/meet-the-team   Learn more about your ad choices. Visit megaphone.fm/adchoices