『Registered Investment Advisor Podcast』のカバーアート

Registered Investment Advisor Podcast

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. 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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  • Episode 217: Goldback: Revolutionizing Gold for Everyday Transactions

    Episode 217: Goldback: Revolutionizing Gold for Everyday Transactions
    2025/08/13
    Gold doesn't need to sit in a vault — now it can be spent just like regular money! In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Jeremy Cordon, Founder and CEO of Goldback Inc. He discusses an innovative solution for using gold as everyday currency. Jeremy explains how Goldback makes physical gold accessible, spendable, and practical for modern transactions, providing an inflation-proof way to protect and trade wealth. Learn how this unique product has quickly grown and what the future holds for Goldback in the world of finance. Key Takeaways: → Why people wanted to be able to use gold for everyday transactions. → How Goldback operates, and its value compared to the spot price of gold. → How Goldback addresses the problem of inflation and offers a practical alternative to traditional money. → Why small businesses are adopting Goldback for payments. → How financial advisors can use Goldback to provide clients with a tangible, inflation-resistant investment. Jeremy Cordon, Founder and CEO of Goldback Inc., is passionate about precious metals and sound money. During an internship at the Libertas Institute, he connected with Larry Hilton, which led to a role at the United Precious Metals Association (UPMA). There, he helped grow membership from 400 to 25,000. Jeremy later focused his efforts on creating Goldbacks—a physical gold currency designed to preserve wealth and strengthen local economies. Under his leadership, Goldbacks have expanded to multiple state series, empowering individuals and communities with a practical tool for financial stability. Connect With Jeremy: Website Instagram TikTok X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 分
  • Episode 216: Leading a $6B Firm Through Complex Client Needs

    Episode 216: Leading a $6B Firm Through Complex Client Needs
    2025/08/06
    Explore how a seasoned CEO leads a $6 billion advisory firm through complex client challenges, evolving advisor expectations, and a rapidly changing financial landscape. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Julie Parisio Roy, CEO and Wealth Manager at Badgley Phelps Wealth Management, which manages $6 billion in assets. She shares insights from nearly 30 years in the industry. She explains how her firm serves over 1,100 families, focusing on complex financial planning, generational wealth, and adapting to evolving client expectations. Julie also discusses how she balances client needs while leading and growing a diverse team in today’s dynamic market. Key Takeaways: → Why complexity in client situations can be an advisor’s opportunity. → How long-standing client relationships fuel new business growth. → The impact of recent state-level tax changes on estate planning. → Strategies for managing investment anxiety in volatile markets. → How a slow-and-steady hiring approach builds strong teams. Julie Parisio Roy joined Badgley Phelps in 2004 and serves as the chief executive officer, director of financial planning, and a wealth manager. She manages portfolios for high-net-worth private clients, aiming to help them find the ideal balance between enjoying their wealth and feeling secure about its longevity and legacy. Connect With Julie: Website Learn more about your ad choices. Visit megaphone.fm/adchoices
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    14 分
  • Episode 215: Empowering Financial Advisors: Solving Medicare Challenges and Simplifying Health Insurance

    Episode 215: Empowering Financial Advisors: Solving Medicare Challenges and Simplifying Health Insurance
    2025/07/30
    Discover how cutting-edge technology is revolutionizing health insurance and Medicare planning, helping financial advisors bridge a critical gap for their clients facing retirement decisions. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Drew Shockley, Co-Founder & Head of Development at Move Health, who shares insights from his 20 years of experience transforming health insurance and Medicare planning for early retirees and financial advisors nationwide. With a background in building successful insurance companies and launching MoveHealth’s innovative software platform, Drew explains how technology is making complex healthcare decisions easier. Learn how his approach is helping millions of people confidently prepare for retirement, while also strengthening client-advisor relationships. Key Takeaways: → Learn why health insurance planning is frequently overlooked during retirement planning. → Understand the challenges financial advisors face when guiding clients through health insurance options. → Hear how closing the feedback loop between clients and advisors improves ongoing health plan management. → Explore how meeting health insurance needs affects client retention and satisfaction. → Recognize the importance of using proactive health planning tools in today’s changing retirement environment. Drew Shockley is the Co-Founder and Head of Development at Move Health. Originally from East Tennessee, Drew relocated to Indiana for college and has remained there ever since. He began his career in 2005 with Anthem Blue Cross Blue Shield, one of the nation’s largest healthcare insurance carriers. Over the past 20 years, Drew has trained thousands of agents in the health and Medicare space, equipping them to better serve their clients with confidence and clarity. A serial entrepreneur, Drew has also been a founding member or investor in three successful startups within the healthcare industry, demonstrating a consistent track record of innovation and leadership. Connect With Drew: Website Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
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    18 分
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