• Registered Investment Advisor Podcast

  • By: Seth Greene
  • Podcast

Registered Investment Advisor Podcast cover art

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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Episodes
  • Episode 158: Building Wealth Through Multifamily Investments

    Episode 158: Building Wealth Through Multifamily Investments
    Jun 12 2024
    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
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    15 mins
  • Episode 157: Building a Lifestyle Business in Wealth Management

    Episode 157: Building a Lifestyle Business in Wealth Management
    Jun 5 2024
    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
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    15 mins
  • Episode 156: Innovating Wealth Management

    Episode 156: Innovating Wealth Management
    May 29 2024
    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
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    12 mins
Marketing Economics
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