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Registered Investment Advisor Podcast

Registered Investment Advisor Podcast

By: 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. Economics Marketing Marketing & Sales
Episodes
  • Episode 260: The Book That Builds Advisor Credibility

    Episode 260: The Book That Builds Advisor Credibility
    Jul 8 2026
    What changes when prospective clients already understand your value before they ever schedule a first meeting? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Gabe McManus, Publisher at The Influential Advisor, who explains how books, storytelling, and guest podcasting can help advisors clarify their message, build trust with ideal prospects, and create more opportunities to speak and grow their visibility. Gabe also shares why advisors do not need to be writers to create a book and how coaching can help them communicate in a polished version of their own voice. Key Takeaways: → A well-written book allows prospective clients to understand an advisor's philosophy, process, and expertise before they ever become a prospect. → Clients connect with stories because they help people see themselves in the challenges, solutions, and transformations being discussed. → Publishing a book can lead to speaking engagements, podcast appearances, media exposure, and stronger referral conversations. → Appearing as a guest on established podcasts allows advisors to reach targeted audiences without the workload of producing their own show. → The most effective communicators learn how to express their ideas clearly, conversationally, and in ways that inspire action. Gabe McManus is the Publisher of Influential Advisor Media and a go-to resource for financial advisors who want to grow their practices through authority marketing. Gabe works with financial advisors to write and market their books, prepare for podcasts, and build the kind of credibility that attracts ideal clients. He believes the advisors who communicate well do not just stand out from the competition. They become the obvious choice in their market. Connect With Gabe: Website: ⁠https://influentialadvisor.com/⁠ LinkedIn: ⁠https://www.linkedin.com/in/gabemcmanus/⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    15 mins
  • Episode 259: The Insurance Most People Forget

    Episode 259: The Insurance Most People Forget
    Jul 1 2026
    Most people insure their homes, cars, and even phones, but the income that pays for everything may be the most overlooked asset of all. In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Greg Nelson, Founder of Strategic Benefit Coach, who shares how personal family experiences shaped his mission to help people understand insurance before they desperately need it. With more than 20 years in the insurance industry, Greg explains why disability income protection is often overlooked by clients and financial professionals, even though it can be the very thing that keeps a financial plan alive. He also discusses how education, transparency, and income continuity can help families focus on recovery rather than worrying about how they will pay the mortgage. Key Takeaways: → Every financial strategy depends on a client's ability to earn income. Without that income stream, even the strongest financial plan can quickly unravel. → Many advisors and clients focus heavily on life insurance, investments, and retirement planning while failing to adequately address income protection. → Simply owning a policy is not enough. Clients need to understand how coverage works, what limitations exist, and how benefits would be used during a claim. → Many individuals assume workplace disability benefits provide complete protection without fully understanding potential gaps and restrictions. → Helping clients understand their options empowers them to make informed decisions rather than simply purchasing whatever product is being promoted at the time. Greg Nelson is the founder of Strategic Benefit Coach, a client-focused advisory practice built on earned trust, wise counsel, clear communication, and service that exceeds expectations. He is committed to serving as an advocate for his clients, always keeping their best interests at the center of the relationship. Connect With Greg: Website: https://strategicbenefitcoach.com/ Facebook: https://www.facebook.com/strategicbenefitcoach/ LinkedIn (Personal): https://www.linkedin.com/in/incomeprotectionspecialist/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    12 mins
  • Bonus Episode: Invest In 9,000 Alternatives: Inside Your Rocket Dollar Self Directed IRA

    Bonus Episode: Invest In 9,000 Alternatives: Inside Your Rocket Dollar Self Directed IRA
    Jun 24 2026
    What if your biggest edge isn’t what you buy, but where you hold it? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Henry Yoshida, CFP®, Rocket Dollar CEO & Co-Founder, who shares how his earlier exit from a robo-advisor to Goldman Sachs and years as an advisor led to a digital platform for self-directed IRAs that hold private and alternative assets. Starting his career at Merrill Lynch during the dot-com bust, he built deep expertise in retirement and now oversees a trust company with roughly $12B in alternatives and 9,000+ registered investments. Yoshida explains why asset location can outperform asset selection and why retail access to private markets is set to grow. Key Takeaways: → How Rocket Dollar provides infrastructure while investors source their own deals. → How Rocket Dollar doesn’t manufacture or recommend investments. → Why asset location is crucial. → Why innovation is critical as incumbents eye alternatives. Henry Yoshida, CFP®, is the CEO and Co-Founder of Rocket Dollar. He was previously the founder of venture capital-backed Robo-advisor retirement plan platform Honest Dollar (acquired by Goldman Sachs in 2016), the founder of MY Group LLC (acquired by Captrust), and spent 10 years at Merrill Lynch. Henry is also a Certified Financial Planner and has brought multiple innovative products and methodologies to the market. Yoshida graduated from the University of Texas at Austin and holds an MBA from Cornell University. He lives in Austin with his two daughters. Connect With Henry: Website: https://www.rocketdollar.com/ https://bit.ly/4nKw0WT Instagram: https://www.instagram.com/fitfinancehenry/ LinkedIn: https://www.linkedin.com/in/henryyoshida/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    16 mins
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