• Registered Investment Advisor Podcast

  • Written by: Seth Greene
  • Podcast
Registered Investment Advisor Podcast cover art

Registered Investment Advisor Podcast

Written by: Seth Greene
Listen for free

  • Summary

  • The Registered Investment Advisor podcast is a financial services marketing podcast for every financial service from insurance to investment advising. Host Seth Greene is a nationally recognized direct response financial services marketing expert. Guests on the RIA Podcast will include experts in the insurance marketing field. In each interview, they share financial tips and tricks to help other people in financial services and producers to up their game.
    Copyright 2021 Insurance Marketing Organization Podcast |Seth Greene |All Rights Reserved.
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Episodes
  • Episode 155: From Distressed Assets to Stable Returns: The Saint Investment Group Approach

    Episode 155: From Distressed Assets to Stable Returns: The Saint Investment Group Approach
    May 22 2024
    Nic DeAngelo, known as the "Fixed Income GOAT" in real estate circles, boasts a portfolio exceeding $206 million. He blends economic foresight with real estate prowess, offering captivating and value-driven discussions for podcast audiences. Nic's investment philosophy is grounded in two foundational beliefs: "Wall Street is broken. Real Estate is the cure." and "Economics tells the future." As the CEO and Founder of Saint Investment Group, he leads a seasoned team in acquiring institutional-grade real estate assets nationwide. Their portfolio spans over 20 states, comprising 24 projects and 500+ loans, showcasing their strategy-driven prowess. Saint is poised to raise over $100 million yearly under Nic's leadership. High-level podcasters such as Hunter Thompson, Tyler Lyons, and Jonathan Cattani have praised Nic, inviting him as a guest on some of their highest-reviewed episodes. His data-driven investing approach has garnered acclaim, leading to return invitations for updates on economic insights shared on previous shows. Nic's ability to simplify complex theories ensures dense material is delivered in an entertaining and easily digestible manner. Listen to this insightful RIA episode with Nic DeAngelo about going from distressed assets to stable returns. Here is what to expect on this week’s show: - How the Saint Investment Group works with big banks and financial institutions to clean up their books by buying mortgages with issues. - Why their aim is to keep homeowners in their homes. - How creating content and educating investors can lead to gaining more clients. - Why offering free education builds trust amongst clients. - How Saint Investment Group shifted focus to providing fixed income to investors, offering returns in the 12-14% range. Connect with Nic: Links Mentioned: saintinvestment.com Instagram @nicdeangelo Facebook facebook.com/SaintInvestment LinkedIn linkedin.com/company/saint-investment Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 mins
  • Episode 154: Focusing on the Five F’s: A Holistic Approach to Financial Planning

    Episode 154: Focusing on the Five F’s: A Holistic Approach to Financial Planning
    May 15 2024
    Curtis Stowers is a CERTIFIED FINANCIAL PLANNER™. He is a graduate from the University of Illinois where he earned a BS, MS and PhD in Industrial Engineering. He’s a husband, father of three, an avid outdoorsman, and a follower of Christ. Curt’s goal as a financial planner is to ensure that families, corporate executives, and entrepreneurs have a comprehensive financial plan in place to reach their life goals. With 18 years of experience as a corporate executive and having owned a Subway franchise for over a decade, he knows how to provide practical, first-hand perspectives in the financial planning process. Listen to this insightful RIA episode with Curtis Stowers about using a holistic approach to financial planning. Here is what to expect on this week’s show: - How the biggest mistake clients make is not optimizing their tax planning opportunities while investing without a clear strategy. - Why procrastinating your financial planning is a bad idea. - How people should focus on all five F’s – faith, family, friends, fitness, and finance. - Why it’s vital to stay ahead of the curve by staying on top of industry changes. - How financial planning should be used as a tool to help clients achieve their goals and live their lives to the fullest. Connect with Curtis: Links Mentioned: f5fp.com Twitter @curtstowers Instagram Facebook facebook.com/f5financialplanning LinkedIn linkedin.com/in/curtstowers/#%E2%80%8E Learn more about your ad choices. Visit megaphone.fm/adchoices
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    15 mins
  • Episode 153: From Hollywood to RIAs

    Episode 153: From Hollywood to RIAs
    May 8 2024
    Jeff Bartsch is the founding communication and thought leadership coach at Story Greenlight. With over 20 years of experience in the entertainment industry and client coaching, Jeff has helped shape content for clients including ABC, NBC, Disney, Apple, Netflix, and many others. Jeff’s commentary has been featured in publications including Time Magazine, USA Today, and the Associated Press. Through Story Greenlight, Jeff helps high-trust professional advisors to create human connections that drive business growth. He believes that the power of story is within reach of everyone, and that human connection is everything. Listen to this insightful RIA episode with Jeff Bartsch about going from creating content in Hollywood to helping RIAs connect with clients. Here is what to expect on this week’s show: - How communication is vital when helping advisors connect with their clients on a deeper level. - Why being good at what you do doesn’t automatically attract new clients. - How advisors should use a compelling story and focus on who they are when selling their services. - Why speaking to specific problems within a vertical resonates more than trying to appeal to everyone. - How many advisors are moving towards using virtual CFO services to differentiate themselves and connect with clients. Connect with Jeff: Links Mentioned: resolveentertainment.com LinkedIn linkedin.com/in/jeff-bartsch-0265934 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    15 mins
Personal Success Marketing & Sales Economics
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