• Registered Investment Advisor Podcast

  • By: Seth Greene
  • Podcast

Registered Investment Advisor Podcast

By: Seth Greene
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  • 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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Economics Marketing
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Episodes
  • Episode 188: Empowering Healthcare Professionals

    Episode 188: Empowering Healthcare Professionals
    Jan 15 2025
    From witnessing his hardworking father grapple with a debilitating disease to observing his family's financial struggles amidst medical challenges, Eric's journey into the financial world was not just a career choice—it was a calling. Eric grew up seeing firsthand the gap in personalized financial advice. He realized that his parents, like many hardworking professionals, were navigating a complex financial landscape without the comprehensive guidance they desperately needed. This propelled Eric to dedicate his life to becoming the beacon of hope and expertise for those seeking to secure their financial futures. With a strong educational foundation from the University of Rhode Island, Eric embarked on his mission, initially honing his skills at Merrill Lynch in Retirement Plan Services. His dedication and passion for making a difference led him to Bloomberg, LP, where he furthered his expertise. Over the last 13 years, Eric has not only saved his clients millions in taxes but has also guided them towards achieving financial freedom, turning his personal pain into a purposeful mission. Eric stands out in the financial landscape for his unique approach: viewing each client through a lens of empathy and understanding, crafting personalized strategies that cater to their individual goals and challenges. His mission is to offer life-changing financial plans, ensuring his clients feel secure and cared for. Eric's story is not just one of financial success but of transforming lives through dedication, expertise, and a deep-seated desire to make a difference. Listen to this insightful RIA episode with Eric Mangold about empowering healthcare professionals to take control of their financial planning. Here is what to expect on this week’s show: - How having a career coach can help with your self-discovery and refocusing your career goals. - Why entrepreneurs should be reaching out to their network during career transitions. - How trust is vital in financial advising, especially to overcome negative perceptions caused by high-profile financial scandals. - Why many physicians and nurse practitioners often feel neglected in financial planning. - How Argosy Wealth Management focuses on creating a supportive client culture. Connect with Eric: Links Mentioned: https://www.emangold.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 mins
  • Episode 187: Boost Your Visibility: How Share Scoops Helps Advisors Connect with Clients

    Episode 187: Boost Your Visibility: How Share Scoops Helps Advisors Connect with Clients
    Jan 8 2025
    Augustus Christensen is the founder and CEO of Share Scoops, a comprehensive content creation platform that helps financial professionals create effortless content that attracts and engages clients. Share Scoops Pro Content Suite saves advisors time and strengthens their digital presence through consistent, high-quality content. Users can customize Share Scoops’ endless digestible news and education bites to share social media posts and personalized newsletters in seconds. Before founding Share Scoops, Augustus was an Outsourced Chief Investment Officer advising and managing multi-asset portfolios for endowments, foundations, and institutional family offices at J.P. Morgan. An experienced investor and Certified Financial Educator®, Augustus makes financial news and education more accessible through social media, newsletters, and consumer apps. Augustus sold his first startup to a prominent tech firm after graduating from Georgetown University, where he studied economics and computer science. He lives in New York City with his wife. Listen to this insightful RIA episode with Augustus Christen about boosting your visibility and connecting with clients. Here is what to expect on this week’s show: - How Share Scoops simplifies the process of creating social media posts and newsletters for financial advisors. - Why advisors should transform complex financial news and concepts into digestible content. - How financial advisors often struggle to find the time to create consistent content due to their busy schedules. - Why Share Scoops is designed to be human-centric and emphasizes relatable financial insights for clients. - How Share Scoops enables advisors to share timely updates about market trends and economic changes easily. Connect with Augustus: Links Mentioned: https://www.sharescoops.com/ X, Instagram, TikTok: @sharescoops LinkedIn: linkedin.com/company/share-scoops Learn more about your ad choices. Visit megaphone.fm/adchoices
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    15 mins
  • Episode 186: Unlocking Capital and Expertise: How Solyco Capital Helps Startups Scale

    Episode 186: Unlocking Capital and Expertise: How Solyco Capital Helps Startups Scale
    Jan 1 2025
    Chris Van Dusen is a Senior Partner at Solyco Capital as well as Chief Growth Officer and Partner in 3 exits through Acquisition. Solyco, is a vertically integrated investment firm that delivers capital solutions for late-stage startup and growth companies. They take a private equity approach to venture capital. Solyco builds its portfolio of assets brand by brand - instead of through specific categories. Once the investment is secured, a partner led team is deployed on secondment to work alongside the portfolio company’s executive team. In 2022 Van Dusen joined Solyco. He is the last partner to be brought on by the firm. He manages sourcing of capitalization and serves in CMO and CRO roles for the brands in the portfolio. Listen to this insightful RIA episode with Chris Van Dusen about helping startups scale. Here is what to expect on this week’s show: - How Solyco provides operational support through their Solyco Advisors management consulting firm. - How the team at Solyco is made up of former C-level executives and operators from Fortune 150 companies. - Why Solyco’s investment strategy is industry-agnostic and focuses on finding great companies instead of deploying capital according to strict mandates. - How the firm offers an SEC-registered product featuring a portfolio of 11 companies, allowing investors to see the companies and interact with CEOs. - How Solyco’s investments span a variety of industries, including biotech, industrial manufacturing, and AI. Connect with Chris: Links Mentioned: https://www.solycocapital.com/ LinkedIn: @solycocapital Learn more about your ad choices. Visit megaphone.fm/adchoices
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    18 mins

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