• Registered Investment Advisor Podcast

  • 著者： Seth Greene
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Registered Investment Advisor Podcast

著者： Seth Greene
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  • 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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あらすじ・解説

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.
マーケティング マーケティング・セールス 経済学
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エピソード
  • Episode 201: The CPA & Financial Advisor Combo

    Episode 201: The CPA & Financial Advisor Combo
    2025/04/23
    Are you a business owner tired of unexpected tax bills and financial uncertainty? In this episode, Michael Uadiale, CPA and financial strategist, reveals how proactive tax planning and wealth strategies can help entrepreneurs in healthcare and real estate achieve financial freedom—while avoiding costly IRS surprises! In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Michael Uadiale, CPA and financial strategist. He shares how proactive tax planning and wealth strategies can transform the financial future of entrepreneurs in healthcare and real estate. As the founder of SME CPA and Financial Freedom Academy, Michael reveals how business owners can eliminate tax surprises, optimize their financial structures, and achieve long-term security with strategic advisory services. Key Takeaways: → Why business owners should be proactive rather than reactive when it comes to tax planning. → Why successful financial planning requires clear steps and timelines. → Why having a tax strategy matters now more than ever. → How delivering exceptional service naturally attracts high-level referrals. → How having a good tax strategy means there are no year-end surprises. Michael Uadiale is a seasoned CPA and Master Tax Advisor with over 25 years of industry experience, including 18 years running SMEED CPA. As the founder of a 7-figure revenue firm with 15 employees, he has developed a proven system that helps entrepreneurs achieve financial freedom within 5-7 years through strategic tax planning and wealth building. His expertise has helped clients save over $15 million in taxes over the past 7 years, with an average tax savings of $31,426 per client annually. He is also a successful entrepreneur who has founded six other businesses, including investments in innovative telehealth software. Connect With Michael: SMEED CPA X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
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    14 分
  • Episode 200: The Elite Advisor Playbook: Lessons from a Top 100 Producer

    Episode 200: The Elite Advisor Playbook: Lessons from a Top 100 Producer
    2025/04/16
    Discover how top financial advisors break free from the time-for-money trap, scale their businesses, and attract high-net-worth clients with Erin Botsford’s Elite Advisor Success System ™! In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Erin Botsford, founder of the Elite Advisor Success System ™ and author of The Seven Figure Firm. She reveals how financial advisors can transition from service providers to true business owners by implementing scalable systems and strategies. She shares insights on attracting high-net-worth clients, closing million-dollar deals in a single meeting, and building a business that thrives independently of the advisor—key lessons she has also discussed in her Top Producer Masterclass. Key Takeaways: → Why financial advisors must think like business owners. → How financial advisors should act as the client’s financial director. → Why offering concierge-level service is the key to being more referable. → Why advisors need multiple client acquisition channels. → How wealthy clients need protection from financial vulnerabilities. Erin Botsford is a 31-year veteran of the profession. She was a Barron’s Top 100 advisor in all categories – Advisor, Independent, and Women. Erin successfully sold her practice in 2017 and now provides advisors the ability to model her success through her Elite Advisor Success System™ training program. She is also the author of the advisor training book Seven Figure Firm: How to Build a Financial Service Business that Grows Itself. She believes in the power of opportunities and donates a large portion of the profits from her training company to support orphans helped by several organizations in Africa, including the Ebenezer Foundation, Zoe Empowers, and Overland Missions Connect With Erin: Website Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
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    16 分
  • Episode 199: How Saphyre’s 108 Patents are Disrupting the Financial Services Industry

    Episode 199: How Saphyre’s 108 Patents are Disrupting the Financial Services Industry
    2025/04/09
    Discover how Saphyre is revolutionizing the financial industry by slashing fund onboarding time from 18 months to just 24 hours—Stephen Roche shares how their patented technology is changing the game for major institutions like BlackRock, JP Morgan, and BNY Mellon. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Stephen Roche, co-founder of Saphyre, about how their cutting-edge technology is transforming the financial industry by streamlining fund onboarding and settlement, reducing processes that once took up to 18 months down to just 24 hours. Stephen shares the journey behind Saphyre’s success and the challenges of revolutionizing an industry still reliant on outdated manual processes. Key Takeaways: → How Saphyre is revolutionizing fund onboarding. → Why outdated workflows like faxes and spreadsheets are still plaguing the finance industry. → How Saphyre’s cloud-based approach solves these outdated workflows. → Why passion for innovation and entrepreneurship will transform the FinTech industry. → How Saphyre navigates complex integration challenges with large financial institutions without requiring them to replace their existing technology. Stephen Roche brings over 20 years of B2B business development and IT consulting experience, working with Fortune 1000 companies and startups alike. From leading major technology rollouts for Volvo Cars, Red Bull Racing, and Yankee Stadium during his time at AT&T, to co-founding Saphyre and managing strategic relationships with top global financial institutions, Stephen is a proven dealmaker in emerging tech and enterprise IT solutions. Connect With Stephen: Saphyre LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
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    15 分

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