• 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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Marketing Economics
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Episodes
  • Episode 171: Creating a Better Client Experience with Independent RIAs

    Episode 171: Creating a Better Client Experience with Independent RIAs
    Sep 11 2024
    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
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    17 mins
  • Episode 170: Ken Fisher’s Mentorship and Investing Insights

    Episode 170: Ken Fisher’s Mentorship and Investing Insights
    Sep 4 2024
    Michael Cannivet, CFA, is the founder, president, and chief investment officer of Silverlight Asset Management, LLC, an RIA based in Newport Beach, California, that serves high-net-worth private clients. Mr. Cannivet has been a Forbes contributor since 2017 and Forbes Books recently published his latest book, The Four Minute Retirement Plan: Preserve Your Past, Secure Your Future, Live For Today. The book debuted as the #1 new release for the money management category and is endorsed by several top industry practitioners, including Ken Fisher, Joel Greenblatt, Keith McCullough, and Vincent Deluard. Listen to this insightful RIA episode with Michael Cannivet about investing insights. Here is what to expect on this week’s show: - How it’s important to invest by focusing on supply and demand dynamics and investor psychology. - Why active investing and a tailored, original approach is the key to outperforming market prices. - How Silver Light Asset Management crafts personalized narratives that align with their client’s core values and life goals - How there are four essential components to retirement planning: savings, investing, lifestyle, and legacy. - Why risk management is the cornerstone of successful investing, especially during volatile market conditions. Connect with Michael: Links Mentioned: silverlight.us Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 mins
  • Episode 169: Decoding Financial Blindspots

    Episode 169: Decoding Financial Blindspots
    Aug 28 2024
    Eric B. Watchorn, the visionary founder of Watchorn Risk & Wealth Management Corp., is renowned for his expertise in achieving absolute returns on the NASDAQ, NYSE, and LSE. He skillfully integrates a deep understanding of human nature with risk management to enhance wealth-management strategies. Eric offers practical investment and insurance advisory services, guiding clients toward financial success. Based in Victoria, BC, he balances his professional life with personal interests like scuba diving and yoga, embodying a holistic approach to success. Listen to this insightful RIA episode with Eric Watchorn about decoding financial blindspots. Here is what to expect on this week’s show: - How Watchorn Risk & Wealth Management serves professionals and small to mid-sized business owners. - Why using referrals to attract new clients allows you to leverage your network and reputation. - How many people are concerned about market timing and investment safety given the prolonged bull market. - Why Financial Blindspots aims to illuminate common overlooked aspects of personal finance and investment - How helping people create safe, progressive financial strategies without significant risks is highly rewarding. Connect with Eric: Links Mentioned: wrwmcorp.com Facebook facebook.com/watchornriskandwealth LinkedIn linkedin.com/in/eric-b-watchorn-77136937 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    11 mins

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