• 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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Economics Marketing Marketing & Sales
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Episodes
  • Episode 202: Reverse Mortgage Myths Busted: The Truth Dave Ramsey Won’t Tell You

    Episode 202: Reverse Mortgage Myths Busted: The Truth Dave Ramsey Won’t Tell You
    Apr 30 2025
    Think reverse mortgages are a last resort or a financial trap? Think again! In this eye-opening episode, mortgage expert Kevin Guttman debunks common myths, reveals the hidden advantages of reverse mortgages, and explains how seniors can unlock financial freedom, boost their retirement income, and even help their loved ones—all while living in the home they love. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with mortgage expert and author Kevin Guttman. He shatters common misconceptions about reverse mortgages, explaining how they can be a powerful tool for financial security, retirement planning, and even wealth-building. As the author of Reverse Mortgage Revolution and Reverse Mortgage Changed My Life, Kevin shares expert insights on how seniors can turn home equity into a strategic asset—without the financial pitfalls that so-called experts like Dave Ramsey and Suze Orman warn against. Key Takeaways: → Why Dave Ramsey and Suze Orman are wrong about reverse mortgages. → How reverse mortgages are not considered income. → Why reverse mortgages boost purchasing power. → How a reverse mortgage can help stabilize financial security. → How heirs should handle repayment of reverse mortgages. ​Kevin Guttman is a seasoned mortgage professional specializing in reverse mortgages, dedicated to helping seniors achieve financial stability and peace of mind. With a deep understanding of the unique needs of retirees, Kevin offers personalized solutions that empower clients to access their home equity while maintaining ownership of their homes. His commitment to ethical practices and client education has made him a trusted advisor in the industry. Through his work, Kevin strives to provide financial freedom and improved quality of life for the senior community. Connect With Kevin: Kevin Guttman X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
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    19 mins
  • Episode 201: The CPA & Financial Advisor Combo

    Episode 201: The CPA & Financial Advisor Combo
    Apr 23 2025
    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 mins
  • Episode 200: The Elite Advisor Playbook: Lessons from a Top 100 Producer

    Episode 200: The Elite Advisor Playbook: Lessons from a Top 100 Producer
    Apr 16 2025
    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 mins
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