Episodes
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Learn how to build lasting wealth while making a meaningful impact through long-term investing, smart impact strategies, and navigating today’s complex market.
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Ryan Zabrowski, author of Time Ahead: Investor’s Guide to Prosperity and Impact, who shares his unique approach to long-term investing that balances financial growth with social responsibility. With over twenty years of experience as a portfolio manager and a background in the Marine Corps, Ryan provides practical insights on impact investing, market cycles, and maximizing returns. He also discusses how emerging trends, such as longevity science, are shaping the future of investing and prosperity.
Key Takeaways:
→ Explore the core principles behind balancing prosperity and impact in investing.
→ Learn how long-term focus and price discipline drive successful portfolio management.
→ Understand common misconceptions about impact investing and how to align it with financial goals.
→ Discover how emerging trends, such as longevity science, could transform market expectations.
→ Practical advice for individual investors looking to incorporate impact strategies into their portfolios.
Ryan Zabrowski, CFP®, is an experienced investment advisor and portfolio manager with over twenty years of background in financial and investment management. He has collaborated with well-known institutions such as the Washington University Endowment, Morgan Stanley, and Merrill Lynch before joining Krilogy in 2019. Ryan earned a B.S. in Finance from the University of Missouri and an M.S. in Finance from Golden Gate University. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a member of both the Chartered Financial Analyst Institute and the American Finance Association. In 2024, Ryan published Time Ahead, an investing strategy book that summarizes decades of research into an easy-to-understand guide for building long-term wealth.
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What if the key to growing your financial practice wasn’t just helping clients build wealth, but helping them live longer, healthier, and happier lives?
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Jon Sabes, the founder of LongevityFP, a financial services entrepreneur, a longevity expert, and the author of Healthy, Wealthy, Longevity: Your Blueprint for a Happier, More Prosperous Future. As the founder of LongevityFP and a former CEO of a public company, he shares how he combines cutting-edge science with holistic financial planning to help advisors and clients rethink wealth through the lens of health, purpose, and happiness. Drawing on insights from Blue Zones and epigenetics, as well as retirement strategies, this conversation is a must-listen for forward-thinking financial professionals.
Key Takeaways:
→ How longevity science is reshaping financial planning and client relationships.
→ Learn why traditional wealth strategies may be missing a key factor: lifespan.
→ Explore the connection between health, happiness, and financial independence.
→ Discover how Blue Zone principles can foster deeper client engagement and achieve better outcomes.
→ How advisors can grow their practices with purpose-driven lead generation.
Jon Sabes is an entrepreneur, author, and pioneer in the longevity and financial services industry. With a focus on how longevity impacts every aspect of financial planning, Jon is dedicated to helping individuals achieve their dreams through good health and financial prosperity. Jon has launched multiple ventures and authored works that bridge the gap between wellness, financial planning, and longevity science.
Connect With Jon:
Website
Instagram
Facebook
LinkedIn
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Missing episodes?
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Imagine preserving your family's history in a way that future generations will treasure forever—this isn’t just storytelling, it’s legacy-building.
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Chance McClain, the founder of Heritage Films, who shares his unique journey from traditional graphic design to becoming a leader in preserving family legacies through high-quality documentary filmmaking. With over 800 films created, Chance’s company specializes in crafting deeply personal films that go beyond ordinary storytelling to capture the essence of family history and values. Heritage Films stands apart with its commitment to cinematic excellence and its ability to make every film feel like a heart-to-heart conversation that transcends generations.
Key Takeaways:
→ Learn why family stories deserve to be preserved in cinematic quality.
→ How a traditional 2-3 day filming process results in a deeply personal documentary.
→ The impact of high-quality, emotionally charged documentaries on family legacies.
→ How Heritage Films operates remotely, offering flexibility while maintaining a personal touch.
→ The value of preserving family history through documentaries, not just stories.
Chance McClain is a creative powerhouse, blending a rich background in filmmaking, radio, and theater with a passion for storytelling. As the founder of Heritage Films, Chance has created more than 800 feature- length documentaries, celebrating family stories and life legacies. His work has connected generations, preserving the essence of individuals and families through visually stunning films.
Today, Chance leads his team at Heritage Films with a heartfelt commitment to authenticity, merging technical expertise with an artistic touch. Whether inspiring others to embrace their past or discussing the art of storytelling, he captivates audiences and helps them see the value in preserving their own legacies.
Connect With Chance:
Website
Instagram
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Facebook
LinkedIn
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What if everything you’ve been taught about managing your money as a business owner was wrong, and the real path to lasting wealth starts with becoming your own bank?
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with M.C. Laubscher, founder of Producers Wealth and creator of the Cashflow Ninja platform, who explains why traditional financial advice often fails business owners. He discusses how building your own banking system can unlock true financial freedom, accelerate your business growth, and safeguard your wealth in the long term. In this conversation, you’ll uncover powerful strategies for taking control of your capital, sidestepping the pitfalls of Wall Street, and predictably multiplying your wealth.
Key Takeaways:
→ Why conventional financial advice could be sabotaging your business growth.
→ The key mindset shift that separates struggling entrepreneurs from wealthy ones.
→ How to build your own banking system without relying on Wall Street.
→ The biggest mistake business owners make once they start generating real cash flow.
→ How Cashflow Ninja influences over 7 million people worldwide.
M.C. Laubscher is a wealth strategist and the founder of Producers Wealth, where he assists business owners across the U.S. in implementing advanced financial strategies to build freedom and lasting legacies. He is the creator and host of the globally recognized podcast Cashflow Ninja, along with its accompanying shows, Cashflow Investing Secrets and Cashflow Ninja Banking, which reach millions of listeners and have earned recognition from Entrepreneur Magazine as one of the top 48 podcasts for entrepreneurs. A best-selling author of The 21 Best Cashflow Niches™ and Get Wealthy for Sure™, M.C. has also been featured in the Forbes Finance Council and The Million Dollar Round Table. As a frequent guest on leading business podcasts and a sought-after speaker, he equips audiences with practical tools to achieve financial independence and create generational wealth through alternative cashflow strategies.
Connect With M.C.:
Website
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Facebook
LinkedIn
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Think all CPAs just file taxes? Chase Insogna is flipping the script—offering proactive advice that helps entrepreneurs save thousands and scale smarter.
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Chase Insogna, founder of Insogna CPA, who shares how he built a 20-person, women-led accounting firm that does more than crunch numbers—it delivers strategic insight and value-add advisory services to small business owners. From entity structure mistakes to missed deductions and real-time dashboards, Chase reveals what your CPA should be doing for your bottom line.
Key Takeaways:
→ Why skipping an S corp setup could cost entrepreneurs thousands in unnecessary taxes.
→ How custom dashboards give business owners real-time insights that drive better decisions.
→ The truth about unlicensed tax preparers – and what CPAs offer that TurboTax and TikTok pros can’t.
→ How ranking high on Google generates organic growth.
→ Why a modern CPA firm prioritizes client education while offering proactive strategies and on-demand support—even during tax season.
Chase Insogna is an expert in tax planning and financial management, boasting over two decades of experience. As the founder and president of Insogna CPA in Austin, Texas, his skilled team is dedicated to transforming the financial futures of many valued clients through strategic tax planning and advisory services, particularly in the e-commerce sector. His firm is known for its proactive approach, timely communication, transparent pricing, and exceptional client service. Recently recognized on the Inc. 5000 Region List for four consecutive years, Chase and his team are committed to helping business owners achieve financial freedom by sharing practical advice and insights while leveraging their expertise for business growth.
Connect With Chase:
Insogna CPA
Instagram
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LinkedIn
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What if your next great investment wasn’t in stocks or real estate, but in trees? How timberland could be the most overlooked asset class in wealth management today.
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with John Brenard, co-founder of Southview Timber Investments, who shares how he transitioned from a decade in traditional wealth management to managing over 10,000 acres of timberland across the southeastern U.S. He explains why timber provides stable, uncorrelated returns, minimal overhead, and a tangible, scalable path for RIAs seeking alternative investments for their clients.
Key Takeaways:
→ How timberland offers long-term returns through land appreciation, biological tree growth, and opportunistic land sales.
→ Why timber is an ideal uncorrelated asset that is now available to individual investors through Southview’s fund.
→ How Southview partners with RIAs, offering direct access, low investment minimums, and co-branded education to help clients diversify.
→ Get an inside look at the $50 million fundraiser aimed at scaling Southview’s impact and the value behind every acre of pine.
John Brenard has excelled in various business environments for over 15 years, ranging from executive and advisory roles at J.P. Morgan and Wells Fargo Advisors to managing operations and expansion at several startups. During his time in the wealth management industry, he built long-term client relationships founded not only on his investment expertise but also on exceptional levels of integrity and service. As an investor in timberland, John possesses a deep understanding of diverse investment asset classes and financial markets. His objective at Southview is to provide a wider audience of investors with the same benefits in timberland investing that he has enjoyed. John holds a bachelor's degree from California State University, has earned multiple professional credentials in the investment sector, and is a member of the Georgia Forestry Association.
Connect With John:
Southview Timber
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What if you could break free from the rat race, create lasting wealth, and take back your time—all before turning 40?
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Lloyd Ross—a lawyer-turned-entrepreneur, bestselling author of Money Grows on Trees and Money Buys Happiness, and host of the top-rated "Money Grows on Trees" podcast. He shares how he built a multimillion-dollar wealth education empire, achieved financial independence in his 30s, and secured a major publishing deal with Wiley for his newest book, Become Time Rich. Tune in as he unpacks the mindset shifts, investing principles, and business strategies that helped him and thousands of students worldwide escape the 9-to-5 grind.
Key Takeaways:
→ How a career pivot sparked a mission to teach financial freedom and build time-rich lives.
→ The key mindset shifts behind building wealth and reclaiming your time.
→ Why most people never learn the basics of money – and how to change that.
→ The power of books, funnels, and Facebook ads in scaling a financial education movement.
Lloyd Ross is a multiple seven-figure investor, entrepreneur, and financial educator dedicated to helping others achieve financial freedom. As a 2-Comma Club Award Winner (ClickFunnels) and Legacy Club Millionaire (Isagenix), he has built a reputation for success in wealth-building and business growth. Lloyd is the author of three insightful books: Money Grows on Trees (simplifying wealth-building), Money Buys Happiness (revealing the truth about money and fulfillment), and Become Time Rich (his latest book, published by Wiley). He also hosts the award-winning Money Grows on Trees podcast, which boasts over 155 five-star reviews.
Connect With Lloyd:
Lloyd Ross
Instagram
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What if your CRM could actually help you grow instead of holding you back? Adrian Johnstone reveals how Practifi is transforming the way wealth management firms operate, scale, and serve their clients.
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Adrian Johnstone, co-founder of Practifi, who shares how his purpose-built CRM platform empowers financial advisory firms to streamline operations, unlock scalable growth, and deepen client relationships. From leveraging AI for smarter workflows to enabling firms to increase their M&A capacity fivefold, Adrian breaks down why Practifi is more than just a CRM—it's the future of advisor tech.
Key Takeaways:
→ How Practifi helps advisory firms scale faster.
→ Why Practifi’s role-based CRM design empowers every team member.
→ How Practifi leverages AI to automate workflows and surface hidden growth opportunities.
→ How Practifi turns disconnected data into actionable insights.
→ Why over 10,000 users across hundreds of firms trust Practifi to power their operations, drive growth, and stay one step ahead in a changing tech landscape.
Adrian Johnstone has over 20 years of experience helping businesses of all sizes leverage technology for growth. A regular presenter at industry events in Australia and the United States, Adrian offers deep insight into the technology needs of advisors. Adrian owns Practifi’s global go-to-market strategy and direction.
Connect With Adrian:
Practifi
Instagram
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What does it take to scale a $200B wealth management powerhouse while preserving the heart of independent advice?
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Bob Oros, Chairman and CEO of Hightower. Bob shares how he transformed a $50B firm into a $200B national wealth management platform by empowering advisors with scale, resources, and entrepreneurial freedom. Drawing on insights from over 50 M&A deals and decades in the industry, Bob discusses leadership lessons, organic growth strategies, and how Hightower helps top advisors deliver extraordinary client experiences.
Key Takeaways:
→ Why successful mergers and acquisitions require saying no to deals that don’t align with your company’s culture and goals.
→ How communication and culture are central to managing rapid growth while remaining nimble.
→ How Hightower provides advisors with services that include HR, compliance, finance, centralized investments, and a national trust company.
→ How advisors can choose which Hightower services to adopt.
→ Why Hightower focuses on helping advisors free up time and serve clients to attract new clients.
Bob Oros is Chairman and CEO of Hightower, a national wealth management firm that invests in and empowers financial advisory businesses to drive growth and help clients achieve ‘well-th. rebalanced.’ Under Bob’s leadership, Hightower has transformed its business and culture, accelerated acquisitions, expanded services for advisors, and achieved consistently strong organic growth. He has over 25 years of strategic and operational experience, with a track record of successfully recruiting, retaining, and supporting advisors.
Connect With Bob:
Hightower Advisors TikTok X LinkedIn
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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
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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
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LinkedIn
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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
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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
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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
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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
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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
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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
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Joseph F. Bert, CFP®, AIF®, the Founder of Certified Financial Group, Inc., has been in the financial planning profession since 1976. He is also CEO of Certified Advisory Corp, a Registered Investment Advisor. Joe is a Certified Financial Planner® professional and a member of the Financial Planning Association where he served as the Orlando Chapter’s President and Chairman. As a graduate of the Accredited Investment Fiduciary® (AIF®) program, Joe is specially trained in investment fiduciary responsibility and portfolio management. He is an Investment Advisory Representative of Certified Advisory Corp and has served as an adjunct faculty member for the College for Financial Planning headquartered in Denver, Colorado.
In addition, Joe can be heard every Saturday on 107.3FM & 580AM WDBO radio at 9:00 a.m. hosting On the Money. As an experienced and knowledgeable financial planning professional, he has affectionately been referred to as the Oracle of Orlando® by his weekly listeners and currently appears regularly on the FOX affiliate in Orlando, Fox 35 WOFL. In addition to hosting the nationally syndicated TV program, The American Investor, he has appeared on Hour Magazine with Gary Collins as well as regular appearances on the CBS affiliate in Tampa, Channel 13, and the ABC and NBC affiliates in Orlando, Channels 9 and 2. Joe’s bi-weekly column has appeared in the Orlando Business Journal. He has been quoted in Orlando Magazine, the Orlando Business Journal, and The Wall Street Journal.
Listen to this insightful RIA episode with Joe Bert about creating a multi-billion dollar RIA.
Here is what to expect on this week’s show:
- How leveraging radio, TV, social media, and print are great ways to attract new clients.
- Why clients must be educated on risk management and sustainable income strategies.
- How it’s critical to avoid being too aggressive or too conservative with your portfolio.
- Why people should avoid making emotional decisions about their money.
- How preparing clients for inevitable downturns gives them long-term perspective.
Connect with Joe:
Links Mentioned: Certified Financial Group, Inc
Instagram
Facebook
LinkedIn
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Stephen W. Richman, President, and CEO of Rockdale Financial Services, Inc., has been providing investment and estate planning advice for over 45 years. A third-generation financial advisor, Steve was introduced to the business by his father.
Steve holds Series 6, 26, and 63 securities registrations and is licensed to provide Life, Health, and Disability Insurance. Stephen Richman is currently registered in 17 states of the USA. Mr. Richmans’ broker dealer, Cetera Advisors, is currently registered throughout the continental USA. Should a potential client live in a state Mr. Richman is not registered, he can become registered through his broker-dealer to service this potential client.
Guy A. Paredes, Executive Vice President of Rockdale Financial Services, Inc. has helped hundreds of individuals and families create a healthy and secure financial future since 1980. As a member of the Rockdale team, Guy has a mission to assist clients in defining their financial and retirement goals, and set them on a path to achieving them. Guy continually strives to be his clients' most valuable asset in this process.
After running his own financial planning company for many years, Guy merged his company with Rockdale Financial Services in 2010, happily rejoining Steve Richman, his lifelong friend, with whom he'd started his career. With a shared commitment to excellence, the merger provides Rockdale Financial Services clients with an even greater depth and breadth of knowledge and experience.
Listen to this insightful RIA episode with Guy Paredes and Stephen Richman about creating a secure financial future.
Here is what to expect on this week’s show:
- Why it’s important for financial planners to mitigate risk, ensuring clients don’t take unnecessary risks.
- How clear, visual road maps can be very helpful in financial planning.
- Why it’s important to protect your clients’ money against major market downturns while allowing for steady growth.
- How the Imagine Retirement Process helps clients understand how their assets can be allocated to meet their long-term goals.
- Why building trust and cultivating long-term relationships with your clients is critical in financial planning.
Connect with Guy and Steve:
Links Mentioned: Rockdale Financial Services
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Registered Representatives offering securities and advisory services through Cetera Advisors LLC, member FINRA/SIPC, a broker-dealer and Registered Investment Adviser. Some advisory services also offered through Rockdale Financial Services, Inc., a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. 99 Corbett Way, Suite 103, Eatontown, NJ 07724
Seth Greene is not endorsed by nor affiliated with Cetera Advisors LLC or its representatives.
The guarantee of the annuity is backed by the claims paying ability of the issuing insurance company.
Investing in mutual funds is subject to risk and loss of principal. There is no assurance or certainty that any investment strategy will be successful in meeting its objectives.
Investors should consider the investment objectives, risks and charges and expenses of the funds carefully before investing. The prospectus contains this and other information about the funds. Contact the financial professional at 732-695-2090 to obtain a prospectus, which should be read carefully before investing or sending money.
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Seth Greene is the nation’s foremost authority on how to grow your business with 50 DREAM affiliates and our founder, growing us to the Inc 5000 list in 2023. He is the co-host of the Sharkpreneur podcast with Shark Tank’s Kevin Harrington, which was named the number 6 business podcast to listen to. Seth is a 9 time best selling author who has been interviewed on NBC news, CBS news, Forbes, Inc, CBS Moneywatch, and the only person in history to be nominated three years in a row for the prestigious GKIC Marketer of the Year award. Seth is a serial entrepreneur and has founded four successful businesses.
Listen to this insightful bonus RIA episode about getting weekly referrals from accountants and attorneys.
Here is what to expect on this week’s show:
- How you should comment on accountants and lawyers three times a week to build relationships with potential referral sources.
- Why constantly engaging in and showing support on social media allows people to recognize who is behind the comments.
- How being featured on a podcast provides credibility and prestige while allowing you to share your website and social media information.
- Why sending gifts helps activate and maintain the relationship with your interviewees.
- How building goodwill allows people to feel a strong connection to you.
Connect with Seth:
Links Mentioned: Market Domination
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