• 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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  • Episode 156: Innovating Wealth Management

    Episode 156: Innovating Wealth Management
    2024/05/29
    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 分
  • Episode 155: From Distressed Assets to Stable Returns: The Saint Investment Group Approach

    Episode 155: From Distressed Assets to Stable Returns: The Saint Investment Group Approach
    2024/05/22
    Nic DeAngelo, known as the "Fixed Income GOAT" in real estate circles, boasts a portfolio exceeding $206 million. He blends economic foresight with real estate prowess, offering captivating and value-driven discussions for podcast audiences. Nic's investment philosophy is grounded in two foundational beliefs: "Wall Street is broken. Real Estate is the cure." and "Economics tells the future." As the CEO and Founder of Saint Investment Group, he leads a seasoned team in acquiring institutional-grade real estate assets nationwide. Their portfolio spans over 20 states, comprising 24 projects and 500+ loans, showcasing their strategy-driven prowess. Saint is poised to raise over $100 million yearly under Nic's leadership. High-level podcasters such as Hunter Thompson, Tyler Lyons, and Jonathan Cattani have praised Nic, inviting him as a guest on some of their highest-reviewed episodes. His data-driven investing approach has garnered acclaim, leading to return invitations for updates on economic insights shared on previous shows. Nic's ability to simplify complex theories ensures dense material is delivered in an entertaining and easily digestible manner. Listen to this insightful RIA episode with Nic DeAngelo about going from distressed assets to stable returns. Here is what to expect on this week’s show: - How the Saint Investment Group works with big banks and financial institutions to clean up their books by buying mortgages with issues. - Why their aim is to keep homeowners in their homes. - How creating content and educating investors can lead to gaining more clients. - Why offering free education builds trust amongst clients. - How Saint Investment Group shifted focus to providing fixed income to investors, offering returns in the 12-14% range. Connect with Nic: Links Mentioned: saintinvestment.com Instagram @nicdeangelo Facebook facebook.com/SaintInvestment LinkedIn linkedin.com/company/saint-investment Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 分
  • Episode 154: Focusing on the Five F’s: A Holistic Approach to Financial Planning

    Episode 154: Focusing on the Five F’s: A Holistic Approach to Financial Planning
    2024/05/15
    Curtis Stowers is a CERTIFIED FINANCIAL PLANNER™. He is a graduate from the University of Illinois where he earned a BS, MS and PhD in Industrial Engineering. He’s a husband, father of three, an avid outdoorsman, and a follower of Christ. Curt’s goal as a financial planner is to ensure that families, corporate executives, and entrepreneurs have a comprehensive financial plan in place to reach their life goals. With 18 years of experience as a corporate executive and having owned a Subway franchise for over a decade, he knows how to provide practical, first-hand perspectives in the financial planning process. Listen to this insightful RIA episode with Curtis Stowers about using a holistic approach to financial planning. Here is what to expect on this week’s show: - How the biggest mistake clients make is not optimizing their tax planning opportunities while investing without a clear strategy. - Why procrastinating your financial planning is a bad idea. - How people should focus on all five F’s – faith, family, friends, fitness, and finance. - Why it’s vital to stay ahead of the curve by staying on top of industry changes. - How financial planning should be used as a tool to help clients achieve their goals and live their lives to the fullest. Connect with Curtis: Links Mentioned: f5fp.com Twitter @curtstowers Instagram Facebook facebook.com/f5financialplanning LinkedIn linkedin.com/in/curtstowers/#%E2%80%8E Learn more about your ad choices. Visit megaphone.fm/adchoices
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    15 分

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.
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