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
  • 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
    Apr 9 2025
    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 mins
  • Episode 198: The Future of Investment Hiring: What RIAs, Hedge Funds, and Asset Managers Need to Know

    Episode 198: The Future of Investment Hiring: What RIAs, Hedge Funds, and Asset Managers Need to Know
    Apr 2 2025
    In a competitive financial job market where integrity and expertise matter more than ever, executive recruiter Michael Weinstock shares insider insights on what it really takes to land top-tier talent in portfolio management, wealth advisory, and investment firms. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Michael Weinstock, Founder of Portfolio Placements & Resumes, LLC. In this episode, executive recruiter Michael Weinstock reveals the challenges and strategies behind placing top talent in the competitive portfolio and investment management world. With decades of experience navigating the buy-side hiring landscape, Michael shares invaluable insights on integrity in recruiting, the evolving job market, and how both firms and candidates can stand out in an industry where trust is everything. Key Takeaways: → Why ensuring honesty and transparency in recruits' experience and expertise is difficult. → How candidates claiming to bring over client assets often overestimate retention. → Why client-facing portfolio managers are essential. → How firms are rapidly adjusting their hiring based on market fluctuations. → Why many of the best recruitment candidates come from referrals. Michael Weinstock is an experienced executive recruiter and resume consultant with over 20 years in the financial services industry. After earning his degree from Northeastern University, he built a strong foundation at firms like State Street Bank, New York Life Investment Management, and Citibank Global Asset Management. He spent 12 years at Advisors Search Group in New York City, where he developed a proven approach to talent placement, leading to the founding of Portfolio Placements and Resumes, LLC. With direct access to hiring managers and insights from over 200 HR professionals, Michael helps job seekers refine their resumes, sharpen interview skills, and secure roles in top-tier firms. Connect With Michael: Portfolio Placements and Resumes, LLC. LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 mins
  • Episode 197: Leveraging Risk-Managed Portfolios for Client Growth: The Beacon Capital Approach

    Episode 197: Leveraging Risk-Managed Portfolios for Client Growth: The Beacon Capital Approach
    Mar 26 2025
    What if you could participate in market growth while protecting your portfolio from catastrophic losses? In this episode, Dan Baccarini of Beacon Capital Management reveals how risk-managed investing helps advisors and their clients confidently navigate market volatility. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Dan Baccarini, CIMA®, Chief Distribution Officer at Beacon Capital Management. In this episode of the RIA Podcast, Dan Baccarini of Beacon Capital Management shares how risk-managed investing empowers advisors to help clients participate in market growth while protecting against downturns. Drawing insights from his book Scalable: How to Build a Financial Advisory Practice and Have a Life, Dan also discusses the power of outsourcing portfolio management, building client relationships, and leveraging practice management strategies to grow a successful advisory firm. Key Takeaways: → How every investment strategy should be based on math and history, not emotions. → Why successful advisors focus on client relationships rather than spending time trading, researching and managing portfolios. → Why risk-managed strategies resonate with pre-retirees and retirees. → How advisors should focus on scalability and leverage expert partners for investment management. → Why advisors must focus on delivering clear, logical investment solutions. Dan Baccarini, CIMA® is an International Best Selling Author. His book Scalable was a Top Ten best seller in five different countries: Canada, Australia, The UK, Germany and was #1 in the US in the Financial Services Category. Dan began in the financial services industry in 1993 as a producing manager for a financial services firm in the Midwest selling mutual funds and insurance products to high net worth individuals. For the past 25 years, he has been working with Asset Managers to help them build their sales efforts. In this role, Dan has worked with hundreds of financial advisors helping them figure out what works and what doesn’t work in creating a successful financial advisory business. Dan joined Beacon Capital Management in 2011 and during his time at the firm he has restructured the sales effort, and oversaw the explosive growth in assets taking the firm from $250M in AUM to over $4B in assets. Connect With Dan: Website: Beacon Capital Management Learn more about your ad choices. Visit megaphone.fm/adchoices
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    19 mins
  • Episode 196: Navigating the Trust Recession The One Call Sales Strategy for Business Growth

    Episode 196: Navigating the Trust Recession The One Call Sales Strategy for Business Growth
    Mar 19 2025
    In a world where trust is at an all-time low, sales expert Ari Galper reveals how businesses can overcome the Trust Recession by shifting from outdated sales tactics to a revolutionary trust-building approach that closes deals in just one conversation. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Ari Galper, the World’s #1 Authority on Trust-Based Selling & Founder of Unlock The Sales Game®. In this insightful interview, sales expert Ari Galper introduces the concept of the Trust Recession and explains why traditional sales tactics are failing in today’s skeptical marketplace. He reveals his groundbreaking One-Call Sale method, showing how shifting from persuasion to trust-building can dramatically shorten sales cycles and increase conversions. Key Takeaways: → Why buyers are more skeptical and cautious than ever before. → How businesses must shift from selling to trust-building. → Why the one-call sale method can dramatically shorten sales cycles. → Why businesses should be asking trust-based questions instead of fact-finding questions. → How a buyer’s decision is emotional, not intellectual. Ari Galper is the world’s #1 authority on trust-based selling and the founder of Unlock The Sales Game®. Ari has revolutionized the sales world with his innovative “One Call Sale” system, helping businesses shift from a “selling” mindset to a “doctor” mindset so they can create deep trust in every conversation. He’s the author of seven best-selling books, including Trust In A Split Second!, and his work has been featured in Forbes, CEO Magazine, and other prestigious Publications. Get ready to learn how to thrive in the “Trust Recession”! Connect With Ari: Ari Galper Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 mins
  • Episode 195: Holistic Wealth The 5-Phase Blueprint to Exponential Growth

    Episode 195: Holistic Wealth The 5-Phase Blueprint to Exponential Growth
    Mar 12 2025
    Dave Wolcott is a visionary wealth strategist dedicated to uncovering the financial strategies of the ultra-wealthy. With over twenty years of experience in alternative assets, tax strategy, and multi-generational wealth, he has partnered with top investors to develop the Pantheon Holistic Wealth Strategy, a blueprint for achieving financial freedom beyond traditional stock market investing. As the founder of Pantheon Investments, Dave empowers entrepreneurs with insider knowledge once reserved for the affluent, helping them build legacy wealth with purpose and fulfillment. He is the author of The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Living an Extraordinary Life. He hosts the top-rated podcast Wealth Strategy Secrets of the Ultra-Wealthy. Dave provides a proven path to financial independence through his work, equipping clients with strategies to minimize taxes, maximize passive income, and create lasting wealth. Listen to this insightful RIA episode with Dave Wolcott about the five-phase blueprint for building exponential growth. Here is what to expect on this week’s show: - How ultra-wealthy people invest differently. - Why shifting to a growth and abundance mindset is essential. - How to structure your wealth like a billionaire. - What the secret to getting asymmetric returns is. - Why traditional financial advice fails most people. Connect with Dave: Links Mentioned: Pantheon Investments X Instagram Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
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    18 mins
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