Registered Investment Advisor Podcast: Recent Episodes
Seth Greene
The Insurance Marketing Organization podcast is a financial services marketing podcast just for IMOs. Host Seth Greene is a nationally recognized direct response financial services marketing expert. Seth and his guests will be sharing their can't-miss tips for IMOs, so that they can expand their business, create great lasting relationships with their advisors, and influence the industry.
Guests on the IMO Podcast will include experts in the insurance marketing field, who will share their secrets to help other IMO’s and producers to up their game. Tune in each week for a conversation with experts about tried, tested, and fine-tuned ways to grow your IMO and your practice.
With comprehensive portfolio management skills and almost three decades of financial industry experience managing professionals, servicing accounts, securing compliance, and advancing professional sales careers, Joe Maas is in a unique position to understand the needs and concerns of Financial Advisors, Planners, and Wealth Managers.
His company, Synergy Asset Management, LLC offers the tools and solutions that enable clear communication with clients while securing additional clients and accelerating sales revenue. Listen to this insightful RIA episode with Joe Maas about empowering advisors with Synergy Asset Management.
Here is what to expect on this week’s show: - What the Strategically Aligned Asset Manager is, how it works, and how it can benefit you. - How it’s important to adapt money management strategies to the ever-changing market conditions by using AI tools and a team of experts. - Why advisors should stay flexible and employing different tools based on market cycles instead of relying on a single approach. - How the market cycle assessment tool evaluates economic fundamental, and technical factors to determine their weight. - Why writing a book is a powerful marketing tool and establishes expertise while attracting clients. Connect with Joe: Links Mentioned: https://synergy-am.com/
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David Cohne is an accomplished investment research analyst and financial writer with proven skills in capital markets, mutual fund, and ETF research, as well as fundamental equity analysis. His research and writing have been published in numerous financial publications. Listen to this insightful RIA episode with David Cohne about the Bloomberg Mutual Fund.
Here is what to expect on this week’s show: - How the cost of mutual funds has decreased over the past decade. - How ETFs have gained popularity due to their lower costs and tax efficiency. - Why ETFs have seen increased inflows compared to active mutual funds. - How active managers have faced criticism for struggling to consistently beat their benchmarks. - How there are opportunities for active managers in other asset classes. Connect with David: Links Mentioned: https://www.bloomberg.com/asia
Twitter @bloomberg Instagram @bloomberg Facebook facebook.com/bloomberglp LinkedIn linkedin.com/company/bloomberg
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Alynn Godfroy, an award-winning Financial Retirement Specialist, author, and speaker. She is a tax expert recognized as one of the leading independent advisors in Southwestern Ontario. Her goal is to help Canadians plan correctly for retirement because she has witnessed the fallout for families unprepared for transitional periods such as retirement, succession, or sudden loss of a loved one.
An admitted bookworm and nerd, she loves to increase her knowledge about all things financial. In 2020 alone, she accumulated over 290 continuing education hours. A spectacular achievement when you consider her license requirement is only 30 hours every two years.
Over the last 20 years, Alynn has acquired five specific financial retirement designations. This has established Godfroy Financial as the most trusted source for financial advice and one of the most qualified in Windsor/Essex County.
Alynn is committed to helping her clients in these key areas: Tax Optimization, Wealth Preservation and Estate Planning. In addition, Godfroy Financial offers you a complimentary second opinion on your financial plan. Listen to this insightful RIA episode with Alynn Godfroy about her book, Retire on Purpose.
Here is what to expect on this week’s show: - How Retire on Purpose is a financial blueprint for protecting your family and preserving your wealth. - How being a financial architect believes in creating a blueprint for retirement rather than only creating a portfolio of investments. - Why you shouldn’t have all your money in one retirement account and only rely on government pensions. - Why your tax preparation and financial planning should help you optimize your retirement income. - How the pandemic made people more mindful of their financial security and many purchased more life insurance. Connect with Alynn: Links Mentioned: godfroyfinancialgroup.com
Facebook https://www.facebook.com/godfroyfinancialgroup
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A CFA charterholder and active researcher, Franklin Parker is an international speaker and author of dozens of peer-reviewed articles and trade publications including his 2023 book with Wiley, Goals-Based Portfolio Theory, a #1 new release on Amazon. In 2017, he won the NAAIM Founder’s Award for his work incorporating business cycle analysis into goals-based investing. Franklin serves on the advisory board of the Journal of Wealth Management, and his written work has appeared in Forbes, Financial Planning Magazine, Enterprising Investor, RealClear Markets, CityWire, Foundation of Economic Education, Journal of Behavioral Finance, Journal of Wealth Management, and many others. Since beginning his career in 2007, Franklin has been dedicated to helping investors of all kinds achieve their goals using financial markets. Listen to this insightful RIA episode with Franklin Parker about his firm, Directional Advisors.
Here is what to expect on this week’s show: - How marketing is essential for financial advisors and registered investment advisors if they want to reach the right people. - Why many advisors would benefit from a system that consistently connects them with the right clients without excessive effort. - How there are two main approaches for lead generation: networking while actively prospecting or hiring a marketing firm. - Why having better ideas lets people achieve better results in their lives and businesses. - How Directional Advisors aims to provide hyper-customized solutions to the mass affluent with the help of technology. Connect with Franklin: Links Mentioned: https://directional-advisors.com/
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Jack Sharry is EVP and Chief Growth Officer at LifeYield, co-chair of the Money Management Institute Digital Advice Community, a member of the Next ChapterExecutive Leadership Advisory Board, and co-chair of Next Chapter Leadership in Action. He also hosts the WealthTech on Deck podcast, is the author of the book Authentic and Ethical Persuasion and contributes regularly to multiple industry publications. Listen to this insightful RIA episode with Jack Sharry about cultivating business. Here is what to expect on this week’s show: - How it’s important that advisors move beyond single products and focus on a coordinated and holistic strategy. - Why it can be challenging bringing together AI and ChatGPT into a comprehensive ecosystem for improved outcomes. - How it will take a while for AI to have an impact on the financial advisory industry. - Why it’s vital to quantify the benefits of financial services in terms of dollars and cents. - How having a podcast is a great way to generate more business and become an authority in your field. Connect with Jack: Links Mentioned: https://www.lifeyield.com/
Twitter @lifeyield Instagram Facebook https://www.facebook.com/LifeYieldCompanyPage LinkedIn linkedin.com/companylifeyield-llc linkedin.com/company/the-money-management-institute
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For several years he was the Emmy nominated host of the popular PBS television program, Serious Money. Currently he co-hosts the radio show Talking Real Money, every Saturday at Noon on KNWN Northwest News Radio in Seattle, and also a top 50 investing podcast. Tom helped build Merriman Capital into one of the premier fee-only investment advisory firms in the country. In 2009 he founded Vestory with his long-time friend and associate Don McDonald. Together they created one of the fastest growing Registered Investment Advisory firms in the country before merging with Apella Wealth in 2020. Tom is currently a Regional Director at Apella Wealth and is responsible for offices in Bellevue, Olympia, Portland, San Francisco, and Dallas managing approximately $1 billion dollars in client assets. Listen to this insightful RIA episode with Tom Cock about helping people transition from work to retirement.
Here is what to expect on this week’s show: - How it’s important to have a retirement plan that determines the necessary amount of money for retirement while optimizing investment portfolios. - Why having a podcast is a great way to educate people and get more customers. - How building relationships with your listeners is a vital part of having a podcast. - Why a podcast helps your listeners feel more connected to you and your business. - How it can be difficult help others in your organization develop their own unique voice so they can best assist clients. Connect with Tom: Links Mentioned: https://talkingrealmoney.com/ https://apellawealth.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Fred Saide is a frequent speaker and published newspaper columnist on subjects including Social Security, IRAs, 401k’s, retirement plans, strategic (income) tax planning, and estate planning with retirement assets, longevity and educating clients. His expertise has been well sought after, as he has been published in USA Today and Gannet Media. He has appeared on a number of business programs. Additionally, he has been interviewed by countless financial publications and has ghost written for multiple financial websites. He does a weekly radio program, and a weekly podcast, and a weekly videocast on educational topics of interest to pre and post retirees.
After graduating from Duke University, where Dr. Saide earned his Ph.D., MA, MBA and his BA from Adelphi University. He earned a second Ph.D. by state examination in Germany. He went on to earn certificates for studies at Purdue University, the American College of Financial Services, and Fairleigh Dickinson University. Listen to this insightful RIA episode with Fred Saide about managing risk and client expectations.
Here is what to expect on this week’s show: - How even small businesses need an exit strategy and a succession plan in place. - Why it’s important to have a detailed plan with action steps that can be implemented. - How risk tolerance changes over time for most people. - How risk capacity is not behavioral, it’s quantifiable, and why that’s important. - What it means to lose 35% from your portfolio, and why it’s a smaller issue than most people think. Connect with Fred: Links Mentioned: https://moneymattersusa.net/
Twitter @fredericksaide Facebook facebook.com/FoundationInsuranceServices LinkedIn linkedin.com/in/fredricksaide
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Nicholas Stuller has spent over 35 years in the financial services industry, and is the founder and CEO of MyPerfectFinancialAdvisor, a new investor to advisor matchmaking application. Prior, Nick was the founding CEO of the two largest financial advisor database companies, and is also the author of “The Truth Shall Set Your Wallet Free, Secrets to Finding the Perfect Financial Advisor”. Listen to this insightful RIA episode with Nicholas Stuller about the eharmony of advisor client matchmaking.
Here is what to expect on this week’s show: - How listening to your paying clients is the best product development for your business. - Why having three clients who want the same thing provides enough statistical data to prove it’s a needed service. - How in the past investors didn’t want to give people money over the internet but that has since changed. - Why a matchmaking service for investors and advisors was really needed. - How MyPerfectFinacialAdvisor serves the investor first and the advisor second. Connect with Nicholas: Links Mentioned: https://myperfectfinancialadvisor.com/ Facebook https://www.facebook.com/myperfectfinancialadvisor Twitter @PerfectAdvisor LinkedIn linkedin.com/company/myperfectfinancialadvisor
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Russ Piazza co-founded Front Street Capital Management with Michele Blood in 2006. Russ started his investment career in 1977 with Crowell Weedon & Co. In 1979, he moved to Piper Jaffray & Co. where he became a Portfolio Manager. In 2011, Russ became the portfolio manager for a no-load mutual fund, the Tarkio Fund (TARKX). Russ holds a B.A. in Finance from University of Montana. Listen to this insightful RIA episode with Russ Piazza about running equity portfolios.
Here is what to expect on this week’s show: - How managing your company the right way gives you an advantage over your peers. - Why buying a stock is becoming a partner in a business. - How you should trust the companies you invest in. - Why it’s rewarding to work with companies that fill a societal need. - How internal competition is a disease, which is why communication in your company is vital.
Connect with Russ: Links Mentioned: https://frontstreetcap.com/
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Paul G. McManus is the founder of More Clients More Fun LLC, MCMF Publishing, Creator of The Million Dollar Producer LinkedIn Program, and host of The Million Dollar Producer Show Podcast. He has worked closely with over 500+ financial advisors, CPAs, life insurance producers, and business advisors since 2015. He is also the author of Million Dollar Producer: The Secret Playbook For Financial Professionals To Land High-Value Clients Using LinkedIn. He lives in San Diego, California with his wife Atsuko and his two Boston Terriers, Moo and Potato Chips. Listen to this insightful RIA episode with Paul McManus about his book, The Short Book Formula.
Here is what to expect on this week’s show: - How publishing a book is a great way attract more customers. - Why getting leads and appointments is easy but converting them to be a client is not. - How becoming an author gives you a piece of marketing collateral that you can use and leverage for years. - Why writing a book helps you identify your target audience and what they are attracted to. - How authors can and should tie in LinkedIn marketing and messaging with their book. Connect with Paul: Links Mentioned: https://www.theshortbookformula.com/?r_done=1
LinkedIn linkedin.com/in/paulmcmanus
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Maxwell Nee is the Managing Partner of OENO Wine & Whisky Investment. He’s a multi-award-winning entrepreneur who earns his investors a recession-proof and market-beating return with wine & whisky alternative investments. Listen to this insightful RIA episode with Maxwell Nee about investing in Whisky & Wine.
Here is what to expect on this week’s show: - How 6 years of aging whisky equals a 500x return on the top end. - Why you shouldn’t buy wine or whisky and hope it goes up in price. - How acquisition of the wine and whisky is the hardest part of this business. - Why you’ll rarely find a public company in the wine and whisky industry. - How building relationships is important to grow any kind of business. Connect with Maxwell: Links Mentioned: https://oenowinewhiskyfund.com/ LinkedIn linkedin.com/in/maxwellnee Learn more about your ad choices. Visit megaphone.fm/adchoices
Patrick Luby is the Municipal Strategist at CreditSights. With over 30 years in the industry, Pat has extensive experience in the trading, research, sales, distribution and management of municipal bonds and municipal bond products, including separately managed accounts (SMAs), mutual funds and ETFs.
He is a member of the National Federation of Municipal Analysts, the Municipal Analysts Group of New York, the Fixed Income Analysts Society and the Investments & Wealth Institute (formerly IMCA) and serves the industry as a member of the Technical Advisory Committee for the Municipal Bonds for America Coalition. Pat received his BA from the University of Florida. Listen to this insightful RIA episode with Patrick Luby about the authority on credit markets, CreditSights.
Here is what to expect on this week’s show: - How the market can change without from an investor’s perspective without being aware of it. - Why it’s more difficult for investors or advisors to change positions in the Municipal Market. - How CreditSights is a subscriber paid business that gives opinions about the market. - Why you shouldn’t automatically turn down a bond with a smaller safety margin. - How ultra-safe but expensive investments might not belong in your portfolio. Connect with Patrick: Links Mentioned: creditsights.com
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Peter Scholtz founded Scholtz & Company in 1994 and has over 30 years of professional investment experience. Following three years (1974-77) at Bankers Trust in New York, Peter attended Columbia Business School in 1978. After receiving his MBA, Peter joined Smith Barney where he worked for 14 years. At Smith Barney, Peter started in Institutional Equity Sales before becoming a Portfolio Manager after several years. In 1986, Peter was part of the initial team to create a customized, individually managed high net worth service which eventually grew to seven portfolio managers that invested over one billion dollars.
While at Smith Barney, Peter developed some quantitative models in 1991 that represent the first investment quantitative work ever done at Smith Barney. These models focused on earnings estimate revisions, earnings surprises and relative stock strength. These models today are used for screening stock ideas for investigation.
Peter graduated with a B.S. degree in Economics from Ohio Wesleyan University in 1974 and an MBA from Columbia University in 1979. Additionally, Peter Scholtz has passed several licensing exams including the Series 65, 63, 7, and 5.
Peter currently lives in Darien, CT with his wife of over 35 years. In his free time, he enjoys sailing, fishing, swimming and spending time with his three children and three grandchildren. Listen to this insightful RIA episode with Peter Scholtz about being the first quant.
Here is what to expect on this week’s show: - How running a company perfectly isn’t cheap and they outperform others in the long run. - Why you want to buy a good company for fair price instead of a bad company for a cheap price. - How AI can’t predict human emotion which is what drives the market. - How the stock market can stay irrational longer than you can stay solvent. - How when the Fed speaks the market automatically moves. Connect with Peter: Links Mentioned: https://www.scholtzandco.com/
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Dan Ulin, at the age of 15, dealt with the very same challenges your son or daughter faces today: trying to stand out, be heard, and get ahead in a noisy world. He was extremely fortunate; his parents found him a mentor, and through his guidance, Dan learned to communicate with precision and emotional resonance—a skill set that served him well throughout his academic and professional careers.
Dan mentors elite college-bound teens just like yours to gain admission to the schools of their dreams and achieve lifelong success. At the core of the program, he empowers them to identify their unique on-paper and in-person “voices,” write and present with clarity and impact, and tap into a wellspring of self-confidence. These skills are absolutely essential when it comes to crafting phenomenal college application essays and succeeding in virtual and on-campus interviews.
Over the course of Dan’s 30 years as an educator, communications professional, and marketing executive, he has worked with hundreds of ambitious teenagers; taught creative writing at the prestigious Andover Academy; co-taught multinational management at The Wharton School; lectured at UCLA’s Anderson School of Management; and developed English-language curriculum materials for the Japanese high school system with Panasonic and the Ministry of Education in Osaka.
Dan has lived and worked in East and Southeast Asia, Europe, and the United States. He founded and ran his own highly successful marketing strategy firm and leveraged the key communication skills he first acquired as a teen in working with and for such organizations as Mercedes-Benz, Rolls-Royce, Boys & Girls Clubs of America, Toyota, American Airlines, BMW, Wharton Executive Education, Airbus, State Farm, and The House of Blues. Listen to this insightful RIA episode with Dan Ulin about getting into the top 50 colleges. Here is what to expect on this week’s show: - Why it’s important for your child to become a master communicator. - How Elite Student Coach strives to serve people in underrepresented communities who are trying to get into college. - Why students should develop emotional intelligence and entrepreneurial skills before applying to college. - How students should learn the importance of mentoring others and implement that into their lives. - Why students should be learning skills that AI cannot perform. Connect with Dan: Links Mentioned: https://elitestudentcoach.com/
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Robert Hapanowicz founded H&A more than 30 years ago to provide comprehensive financial advice and investment and wealth management services that help people pursue their wealth goals. He is responsible for providing strategic leadership for the company by working with management to establish long-term goals, strategies, plans, and policies. He also plans, develops, organizes, implements, directs, and evaluates H&A’s fiscal functions and performance. Bob is a Wealth Advisor and the primary manager of all client relationships at H&A, managing existing client relationships and formulating and implementing financial strategies and advice. Prior to founding H&A, Bob began his career with Advest, Inc. in 1987. He is an Accredited Investment Fiduciary (AIF) and holds a Bachelor of Science in Business and Economics from Edinboro University. He is routinely published on investment and wealth management topics. Listen to this insightful RIA episode with Robert Hapanowicz about reinventing what financial planners do.
Here is what to expect on this week’s show: - How every successful business has a differentiator that sets them apart. - Why producing content on YouTube leads to warm introductions to new clients. - How a CEO should have two roles and what those roles are. - Why having an assured outcome for your client means having a financial plan before investing. Connect with Robert: Links Mentioned: https://www.hapanowicz-associates.com/
Guest Contact Info: Facebook https://www.facebook.com/HapanowiczAssociates LinkedIn linkedin.com/company/hapanowicz-associates
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Paul Himmelstein, CLU, ChFC, the Advanced Sales and Marketing Director, began his career in 1978 with Prudential Insurance Company. In 1980, he began his own financial planning firm, Himmelstein & Associates, specializing in estate, business, and retirement planning. From 1994 until 2003, Paul was the Regional Manager for ING and Washington Square Securities (now known as ING Financial Partners) in the state of Connecticut. Paul also has his series 7, series 24, series 63, Life, Health, and Variable Insurance products licensing. Paul's combination of over 30 years of experience and education in both, the retail and brokerage sides of financial planning has prepared him with the skills and knowledge to be an excellent resource to other advisors and agents. Knowing what it takes to be a great financial advisor, Paul is always interested in helping and educating others in his field. Currently a Supervisory Registered Principle for a branch of Advisory Group Equity Services LTD., member of FINRA SIPC, Paul has recruited and trained his staff to run an efficient and effective brokerage catering to its clients needs. Our expertise in case design and underwriting gets policies issued and placed. Listen to this insightful RIA episode with Paul Himmelstein about the Protected IRA Plus Program.
Here is what to expect on this week’s show: - What the Secure Act is and how it has changed RIAs. - Why seniors should be concerned about the changes made by the Secure Act. - How raising the requirements distribution age to 72 affects seniors. - How the Protected IRA Plus Program has three components and what they are. - Why the Protected IRA Plus Program is for anyone who has accumulated money in their retirement account. Connect with Paul: Links Mentioned: protectedriaplus.com
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Prior to Capital Insight Partners, Steve Nelson was with Merrill Lynch in Scottsdale. Before that, he served as a Principal at Lowry Hill and was one of the team that oversaw more than $6 billion. He has over three decades of experience. Steve leads the strategic direction of the firm and has primary investment responsibility for a number of clients. Steve also sits on the Investment Team. Steve's degrees are a Bachelor of Science from St. John's University and a Master of Business Administration from the University of St. Thomas. He holds the Chartered Financial Analyst® designation and is a member of the Phoenix CFA Society and CFA Institute. He is a past Trustee of the Phoenix Art Museum and a former member of the Board of Directors of the CFA Society of Minnesota and the Catholic Community Foundation. In 2008 St. John's University honored him with a Presidential Citation. His wife Kris is a veterinarian and the author of Coated With Fur: A Vet's Life & Coated With Fur: A Blind Cat's Love. They live with wonderful, if medically challenged, animals. Listen to this insightful RIA episode with Steve Nelson about faith-based investment management. Here is what to expect on this week’s show: - Why it’s important to build flexibility into how you manage money for your clients. - How the goal of a portfolio manager is to protect their client’s capital. - Why Christian values are a very important element of the investment universe. - How it can be difficult for boutique firms to get the word out about their practice. - Why it’s important to know when to nuture your existing clients and when it’s time to find new ones. Connect with Steve: Links Mentioned: https://cipinvest.com/
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As the owner of 20/20 Financial Advisers of Cardiff by the Sea, LLC, Stephen Ambrosini, along with his associates, provides investment and insurance related products and services to businesses and individuals through his registration with Private Client Services. Steve is also registered as an Investment Advisor Representative (IAR) with 20/20 Financial Advisers and provides fee based financial planning and fee based investment services to clients through his relationship with 20/20 CMI. He has extensive experience in the areas of business continuation, employee fringe benefits, and retirement planning for corporations and the self-employed. Steve has taught classes and seminars on retirement planning, pension plans, disability, and life insurance. While living in Phoenix, Arizona, he was a frequent guest commentator on The Keith DeGreen Personal Finance Show on KFYI Radio from 1991-93. One of the original founders of 20/20 Financial Advisers, he was inducted in the UNIFI Hall of Fame in 2013.
Listen to this insightful RIA episode with Steve Ambrosini about his company, 20/20 Financial Advisors, the state of the market, and how to utilize niches when working as a team.
Here is what to expect on this week’s show:
How the biggest challenge clients need help overcoming is the state of the world in vitality and the importance of establishing a foundation for one’s self and family
Steve’s philosophy and outlook on today’s market
The team Steve built for his business, 20/20 FA
Steve’s journey with business referrals
Understanding how everyone has a niche to utilize
Mentioned Links: Website: http://2020fa.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Matt Page is a Partner at Lucas Group Financial Planners, Inc., which has been providing financial planning and wealth management services to clients for over 40 years. Matt is a Certified Financial Planner with more than two decades of experience. Throughout this time, he has shown his commitment to offering a high level of service and actionable insights to clients about their finances. In his free time, Matt enjoys watching his two sons play youth sports, read, and run.
Listen to this insightful RIA episode with Matthew Page about helping clients understand their goals for their retirement.
Here is what to expect on this week’s show:
How Matt got started in financial planning with doctors, lawyers, and lobbyists
What the biggest challenges are that clients are facing today and how Matt is helping them, especially with their initial anxiety of securely planning for their retirement or legacy planning
What the team of Lucas Group Financial Planners consists of
How the majority of business comes from referrals from existing clients
Matt’s favorite books and resources that have helped him in his journey as a financial planner
Connect with Matthew: Links Mentioned: Website: www.lucasplanners.com LinkedIn: www.linkedin.com/in/matt-page-b799a63 Learn more about your ad choices. Visit megaphone.fm/adchoices
Joseph Parnes founded Technomart Investment Advisors in 1979. He is President of the firm, directing all research, analysis and corporate strategy. As a result, Technomart Investment Advisors is currently recognized as one of the top investment advisories in the United States. Mr. Parnes is responsible for supplying the firm’s private and institutional clients with actionable investment advice. He has experience across a broad array of industries, with a special focus on growth companies and on short selling strategies. He is also Executive Editor of the Shortex Market Letter, a tri-weekly publication providing specific market insight and recommendations on seven long and seven short positions. In 2020 Joseph Parnes' educational book on short selling for the long term was published by Wiley. Listen to this insightful RIA episode with Joseph Parnes about the current state of the investment market and where it’s future is.
Here is what to expect on this week’s show:
How when the market falls in totality, you will have a chance to get ahead, rather than buying options
What’s happening in the investment market right now
Why the market is being fooled by the peak-HFT investors.
Explaining when the investment market may come to an end
Connect with Joseph: Website: www.technomartrga.com www.shortex.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Michael Garry is the founder and CEO of Yardley Wealth Management and a certified financial planner. Michael earned a B.S. and an MBA in Finance from Saint Joseph’s University and a law degree (J.D.) from the Widener University School of Law, where he concentrated in tax, securities, and estate planning. Michael began his career as an intern with the Pennsylvania Office of the Attorney General, and he was admitted to the Pennsylvania and New Jersey State Bars. Michael served as a practicing attorney for two Philadelphia law firms before becoming a financial advisor. Michael honed his financial management skills by working with Merrill Lynch and then becoming vice president and Chief Compliance Officer at Global Investment Management, overseeing a 25-year-old Registered Investment Advisory firm’s operations and legal compliance.
Listen to this insightful RIA episode with Michael Garry about transitioning from the practice of law to financial advising.
Here is what to expect on this week’s show:
What inspired Mike to leave the practice of law and become a financial advisor
Who an ideal client is for a financial advisor
The realization that a lot of people make tax-related mistakes
What clients need to know about the current market environment
The biggest challenges financial advisors are facing right now
Connect with Michael: Website: http://yardleywealth.net Twitter: @MichaelJGarry Instagram:@yardleywealth Facebook: https://www.facebook.com/YardleyWealthManagement/ LinkedIn:https://www.linkedin.com/in/michaelgarry/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Seth Greene has created the Million Dollar Digital Marketing Agency Podcast Program, a customized program to help Digital Marketing Agency Owners add one million dollars in new sales to their business in a scalable, profitable way that doesn’t involve them working more. Seth is the founder and CEO of Market Domination LLC.
Listen to this insightful RIA episode with Seth Greene about client communication and expectations.
Here is what to expect on this week’s show:
Why most advisors don’t communicate with their clients enough
How client expectations differ from the typical direction RIAs are prone to move in
Defining a “warm and fuzzy month”
How to make client communication statements more personable, seasonal, and less about money
Connect with Seth: Links: LinkedIn- linkedin.com/in/sethgreene Website- marketdominationllc.com Learn more about your ad choices. Visit megaphone.fm/adchoices
John co-founded Crestwood in 2003 and serves as a Wealth Manager and Managing Partner. John focuses the majority of efforts at the firm being present with clients and ensuring that their long-term financial goals are on track and, as a Managing Partner, helps guide the strategy for the firm. His desire is to demystify wealth and to thoughtfully present solutions that reduce financial stress and create positive financial outcomes. John has over 30 years of experience in the financial services industry.
Michael has been helping individuals and families most effectively manage their investments and enhance their financial security for over 30 years. As CEO & Managing Partner, Michael helps to guide the firm’s strategy and is responsible for implementing and managing the resources to support the strategic direction of the firm. Michael holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society. Michael has been named multiple times to Boston Magazines “Five Star Wealth Managers”*. He has an MBA in Finance from New York University Stern School of Business and a B.S. in Business Administration from the University of Delaware. Listen to this insightful RIA episode with John Morris about Crestwood Advisors!
Here is what to expect on this week’s show: - How they are tapping into the first-generation wealth market. - How they both quarterback the team that is serving the client. - Creating a career path for people at Crestwood. Connect with John: Guest Links: LinkedIn- https://www.linkedin.com/in/john-morris-6146ba Website- https://www.crestwoodadvisors.com
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Melissa co-founded Sound View Wealth Advisors to create an independent, boutique, client-focused firm. She truly cares about her clients and creating a positive impact on their financial lives. Melissa spends a lot of time getting to know her clients’ goals in order to create detailed, customized financial plans that incorporate all aspects, including cash flow management, gifting strategies and estate planning techniques aimed at providing intergenerational help to families to secure their financial futures. This plan then serves as a roadmap to build out customized investment strategies that help protect and preserve her clients’ wealth. Listen to this insightful RIA episode with Melissa Bouchillion about Sound View Wealth Advisors!
Here is what to expect on this week’s show: - Melissa’s transition into the RIA field and why she wanted to become and advisor! - Melissa’s career start at Merrill Lynch. - Melissa’s advice she offers and her tips on creating and growing wealth. Connect with Melissa Guest Links Website- https://www.svadvice.com
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Jeff is the President of Coastal Bridge Advisors. In this capacity, he is responsible for delivering the entire suite of services for our clients, including but not limited to – advisory, investments, planning, compliance, operations, finance and marketing. In a career spanning over 25 years, Jeff has held key operational and financial roles across a variety of industries, proving successful as an accomplished executive with a record of leading organizations to perform beyond expectations. In his role as President, he says he uses this experience “to help our clients navigate and coordinate the dizzying array of attorneys, accountants, insurers and even other family advisors, each offering solutions for various issues and needs.” Listen to this insightful RIA episode with Jeff Fuhrman about Coastal Bridge Advisors.
Here is what to expect on this week’s show: - How Jeff got started in the industry in the first place. - How he’s been able to attract and retain such great talent during the pandemic. - Some of the biggest lessons he’s learned along the way! Connect with Jeff: Guest Links: Website- https://coastalbridgeadvisors.com/team/jeff-fuhrman LinkedIn- https://www.linkedin.com/in/jeffrey-fuhrman
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Derek Amey, Partner, serves as Co-Chief Investment Officer as well as Senior Financial Advisor to clients of StrategicPoint, providing investment advice and wealth management to clients. As Co-CIO, Derek oversees StrategicPoint’s Portfolio Management Committee, which directs the firm’s investment strategies. He has been with the firm since 2001. Derek is a graduate of The University of Rhode Island with a Bachelor of Science Degree in Business Administration. He holds the FINRA Series 66 license. His background includes experience as a Trading Desk Supervisor at Suretrade, Inc. and an Online Product Support Specialist at Quick & Reilly, Inc. Derek is the co-host of StrategicPoint’s podcast, The Novice and The Nerd. To learn more about Derek, his career path and his approach to advising clients, watch his interview on “Eye Openers” with Brittany Drozd. He often appears as a guest on “State of the State”, a public access television show produced in Rhode Island.
Listen to this insightful RIA episode with Derek Amey about StrategicPoint!
Here is what to expect on this week’s show: - Derek’s desire to help other people and why he joined StrategicPoint. - Derek’s start in the RIA business and why he chose this career because it had a more personalbe approach with people and clients. - What makes StrategicPoint unique and different from the other RIA companies. Connect with Derek: Guest Links: Derek’s Bio- https://strategicpoint.com/staff/derek-m-amey
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Hank’s obsession with truly knowing his clients and their unique needs led him to start Gratus in 2005 and remains the firm’s driving value. A thought leader in the industry, sought-after speaker, and recipient of numerous awards and accolades throughout his wealth management career, Hank has been recognized by Forbes on its annual Top Wealth Advisors list from 2016-21 and as a Forbes Best-In-State Wealth Advisor for Georgia in 2019-21. Education, Designations, Licensures: Listen to this insightful RIA episode with Hank McClarty about Gratus!
Here is what to expect on this week’s show: - What inspired Hank to leave his former firm and start his own. - The meaning behind the name of Gratus and how he built his team! - How Hank started his firm from the ground up after having such success at his other firm at such a young age. Connect with Hank: Guest Links: Website- https://www.gratuscapital.com/team/hank-mclarty
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Evon is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Student Loan Professional®. He is excited and fascinated by everything involved in cold-starting or buying into, growing, managing, and eventually exiting an optometry practice. As a professional service business owner, Evon knows how hard it is to just be an excellent practitioner. Evon is so impressed with optometrists that then go on to take the exciting risk and opportunity of practice ownership. Listen to this insightful RIA episode with Evon Mendrin about his RIA field experience!
Here is what to expect on this week’s show: - Evon’s commitment to his clients and how he got into the RIA world! - Evon’s CFP experience and student loan advice. - Evon’s investment strategies and money management opportunities. Connect with Evon: Guest Links: LinkedIn- https://www.linkedin.com/in/evonmendrin Website- https://optometrywealth.com/
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Seth Greene has created the Million Dollar Digital Marketing Agency Podcast Program, a customized program to help Digital Marketing Agency Owners add one million dollars in new sales to their business in a scalable, profitable way that doesn’t involve them working more. Seth is the founder and CEO of Market Domination LLC. Listen to this insightful RIA episode with Seth Greene about time lapse retargeting!
Here is what to expect on this week’s show: - How you can show your ads to the most qualified people, wherever they may go! - Targeting your competitors’ customers - How and why financial advisors would want to use this ad strategy. Connect with Seth: Links: LinkedIn- linkedin.com/in/sethgreene Website- https://marketdominationllc.com/
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David Kakish talks technology and finance for your listeners. Founder and President of RIA WorkSpace believes that small and midsize Registered Investment Advisors and Financial Advisors are different than other businesses. He likes to think of these RIAs as the small giants in the financial services industry. David is committed to higher standards and easier access to enterprise level IT and cyber security for small and midsize RIAs. He believes that an off-the-shelf IT setup doesn’t meet the unique needs of the industry and encourages RIAs to seek out better, enterprise-level solutions to protect their business and their clients. Listen to this insightful RIA episode with David Kakish about RIA WorkSpace!
Here is what to expect on this week’s show: - Why David decided to start RIA WorkSpace, and how he started it after working for a Fortune 500 Company! - David’s ideal client and the market he covers! - How David differentiates himself Connect with David: Guest Links: Website- https://www.riaworkspace.com LinkedIn- https://www.linkedin.com/in/kakishd
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Patrick Kilbane is the director of Ullman Wealth Partners Divorce Advisory Group. Patrick assists guides and supports clients before and after the begin the dissolution of marriage process. He helps high net-worth clients make financial decisions at all stages of the divorce process. By leveraging Patrick’s wealth of family law experience and his Certified Divorce Financial Analyst designation, clients of Ullman Wealth Partners have additional resources, confidence, and knowledge as they navigate the divorce process. Listen to this insightful RIA episode with Patrick Kilbane about Ullman Wealth Partners.
Here is what to expect on this week’s show: - The financial process during divorce and how Patrick provides support and guidance for his clients. - How Patrick got started in the divorce financial field and his role at Ullman Wealth Partners. - Patrick’s experience as an attorney and his transition into the financial services world!
Connect with Patrick: Guest Links: LinkedIn- https://www.linkedin.com/in/patrick-kilbane-a4755562 Website- https://www.ullmannwealthpartners.com/meet-the-team
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Patrick Cummings is a Strong Finance leader with 13+ years of stewarding organizations through periods of transition and growth and a hybrid finance and accounting professional, who connects the dots between business objectives and the financial impact on the business to help empower profitable data driven decisions. Patrick has a robust balance of technical acumen and strategic planning with a deep accounting knowledge and understanding of financial analysis. He is effective in partnering with leadership teams and diverse ownership groups to spearhead change. Listen to this insightful RIA episode with Patrick Cummings about his financial advising expertise!
Here is what to expect on this week’s show: - How Patrick built his clientele and built his business from going door to door. - How Patrick became a wealth management advisor. - Patrick’s financial advice for families and how he advises them to create a type of generational revenue. Connect with Patrick: Guest Links: LinkedIn- https://www.linkedin.com/in/patrick-cummings-4896641a/
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– The RIA Podcast with Seth Greene Episode 058 about Myles began his career as a credit analyst at CIBC. He and his co-founder, Brian Curcio, realized that ordinary investors have paid a price to learn to invest — and that price typically was real money ending up in Wall Street’s pocket. Rapunzl was founded to provide an unparalleled investing education through fun (and free) investment competitions with scholarship and cash prizes. At Rapunzl, they believe everyone at a young age should understand the basics of stock trading and that the knowhow of stock trading should be accessible not just to those on wall street but also those on main street. Listen to this insightful RIA episode with Myles Gage about Rapunzl!
Here is what to expect on this week’s show: - Myles transition from working as a credit analyst, into the RIA field and why he decided to start Rapunzl. - Myles’s early experience in investing at the young age of 12 years old and how the market has changed significantly during that time. - How “passive” investing can beat “aggressive” investing. Connect with Myles: Guest Links: LinkedIn- https://www.linkedin.com/in/myles-gage-872b92140 Website- http://www.rapunzlinvestments.com
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– The RIA Podcast with Seth Greene Episode 057 Lori Van Dusen. Lori Van Dusen is the Founder and CEO of LVW Advisors, an independent investment advisory firm that serves both wealthy families and individuals, as well as nonprofit institutions throughout the United States. An advocate of client-focused strategies for more than 25 years, she has become the voice of reason for providing unbiased integrated solutions in a fragmented financial services industry. Lori began her investment advisory career in 1987 with Shearson Lehman Brothers, which was later acquired by Citigroup Smith Barney. By 2004, she had achieved the title of Managing Director with Citigroup’s Smith Barney. In a pioneering move, she assumed the role of co-lead of Convergent Wealth Advisors’ Institutional Group in 2008, serving on the firm’s Executive and Investment Committees and managing approximately $8 billion in assets for clients. She founded LVW Advisors in 2011. Listen to this insightful RIA episode with Lori Van Dusen about LVW Advisors!
Here is what to expect on this week’s show: - How Lori began her career in the RIA field, and why she started her company LVW Advisors. - Lori’s goal to start her own business, become her own boss and manage a team of advisors. - The ideal clients Lori’s firm looks for. Connect with Guest first name: Guest Links: LinkedIn- https://www.linkedin.com/in/lorivandusen/ Website- https://lvwadvisors.com Learn more about your ad choices. Visit megaphone.fm/adchoices
– The Insurance Marketing Organization Podcast with Seth Greene Episode 055 Roman Beylin. Roman launched DueDilio to level the playing field for M&A participants that are looking for high-quality, independent, cost-efficient due diligence solutions. The DueDilio team puts our client’s needs at the forefront of every project and recommendation. At DueDilio, they are passionate about supporting searchers, independent sponsors, family offices, and SMBs throughout the M&A process. They take the time to understand our client’s specific situation and present solutions from our network of trusted, pre-vetted due diligence service providers. Listen to this insightful IMO episode with Roman Beylin about DueDillo.
Here is what to expect on this week’s show: - How DueDillio was created and Roman’s entrepreneurial journey before he started it! - How Roman assembled his DueDillo team and the ideas he thought of for people who needed to take care of smaller transactions. - The types of clients DueDillo services and their network. Connect with Roman: Guest Links: LinkedIn- https://www.linkedin.com/in/romanbeylin Website- https://www.duedilio.com
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– The RIA Podcast with Seth Greene Episode 055 Enzo T. Pellegrino, CFP® is the founder of Texas Legacy Wealth Management. He has over 20 years of experience in working with clients planning for their retirement and managing their investments. Forbes awarded Enzo as one of America’s Top Next-Generation Wealth Advisors 2017 & 2018 and as part of the Best-In-State Wealth Advisors 2018, 2019 & 2021*. He is often featured on News Radio 1200AM as the “Money Guy,” and thus is well-known throughout San Antonio.
As President, Enzo heads the Investment Committee, Financial Planning Department and serves as a wealth advisor for Texas Legacy Wealth Management. Mr. Pellegrino earned his CERTIFIED FINANCIAL PLANNER™ designation in 2009. Listen to this insightful RIA episode with Guest Name about Texas Legacy Wealth Management.
Here is what to expect on this week’s show: - Enzo’s start in investing and finance and what made him become a registered investment advisor! - Enzo’s client referral process and how he grow’s business for Texas Legacy Wealth Management. - Current market advice and protection of accounts during a recession. Connect with Enzo: Guest Links: LinkedIn- https://www.linkedin.com/in/texaslegacyenzo/ Website- https://www.tlwmfinancial.com/team-member/enzo-t-pellegrino-cfp
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– The Insurance Marketing Organization Podcast with Seth Greene Episode 054 Brett Bernstein Brett Bernstein is the CEO and Co-founder of XML Financial Group. He serves as the firm’s head of financial planning and manages the operations of the firm, including the firm’s M&A strategy. Brett is an active financial advisor assisting clients with his holistic approach to goal-setting and problem-solving. Prior to co-founding XML in 2004, he was a Vice President and Senior Financial Advisor at Merrill Lynch, where he was designated Producing Sales Manager for a complex that managed over $5 billion in assets. Brett is a serial entrepreneur actively investing in many start-up companies and has led his firm in acquiring two local wealth management firms. This entrepreneurial spirit has led Brett to be active at the Dingman Center for Entrepreneurship at the University of Maryland’s Robert H. Smith School of Business as an Advisor and Subject Matter Expert. Additionally, Brett volunteers his time to the Bullis School’s entrepreneurial program, sponsoring the Capstone Entrepreneurial Shark Tank competition. Listen to this insightful RIA episode with Brett Bernstein about XML Financial Group.
Here is what to expect on this week’s show: - Brett’s role as the CEO and Co-Founder of XML Financial, and how his group operates. - His start in finance, how he worked his way up in the business and why he decided to become and entrepreneur. - How his firm has grown and the exponential growth strategies behind this. Connect with Brett: Guest Links: Website- https://www.xmlfg.com/team/brett-shane-bernstein-cfp LinkedIn- https://www.linkedin.com/in/brettshanebernstein/
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– The RIA Podcast with Seth Greene Episode 053 Sara Hornick. After teaching for 15 years, Sara will always be a teacher at heart: Sara teaches retirement planning to adults getting ready to leave their careers. Being an Independent Financial Advisor, she has a variety of resources at her disposal to customize retirement plans for everyone who has worked in education. These plans include Social Security Maximization, Tax and Risk Management, Medicare Solutions, Long Term Care Options, Portfolio Assessment and Wealth Management.
Listen to this insightful RIA episode with Sara Hornick about her retirement planning expertise.
Here is what to expect on this week’s show: - Sara’s career change from teaching to becoming a retirement planning advisor! - Medicare planning, financial maximization, and the idea of celebrating your golden years while you can! - Building a long-term plan prior to retirement and knowing your assets. Connect with Sara: Guest Links: LinkedIn- https://www.linkedin.com/in/financialadvisorforteachers Website- https://retirementclarified.com Learn more about your ad choices. Visit megaphone.fm/adchoices
– The RIA Podcast with Seth Greene Episode 052 Brian Colvert Brian Colvert has been serving his clients for over 15 years and loves the impact he has been able to have on his clients’ lives. He started his career with Smith Barney and later UBS, and found out he could better serve his clients as a true fiduciary as a Registered Investment Advisor, knowing that clients are more important than shareholders. From there Bonfire Financial was born. Brian is a Certified Financial Planner (CFP®), and has been recognized as one of the top advisors in Colorado and nationally by the National Association of Board Certified Advisor Practices (NABCAP). He was also named one of the Colorado Springs Business Journal’s Rising Stars 40 under 40 in 2012. Prior to becoming an advisor, he was a top account executive for Ricoh Business Systems in Southern California. Listen to this insightful RIA episode with Brian Colvert about senior insurance marketing!
Here is what to expect on this week’s show: - How Brian got started in RIA and what he loves to do on his free time away from the office! - Understanding that you can have a big impact on your clients’ lives. - How Brian brings in referrals and how he comes across clients who are nearing retirement and need financial advising help. Connect with Brian: Guest Links: LinkedIn- https://www.linkedin.com/in/briancolvert Website- https://www.bonfirefinancial.com/team/brian-colvert Learn more about your ad choices. Visit megaphone.fm/adchoices
– The Insurance Marketing Organization Podcast with Seth Greene Episode 051 Todd Brauch. Todd Brauch is an enthusiastic and dedicated professional with experience in creating, designing, and managing programs in roles of increasing responsibility. Todd is skilled in team building, coaching, developing departments, managing relationships with third party administrators, and relating to customers. Todd is an expert in marketing Initiating policy, managing project sales, increasing profitability customer experience, people-oriented relational skills and is a problem solver that creates win-win solutions. Listen to this insightful IMO episode with Todd Brauch about senior insurance marketing!
Here is what to expect on this week’s show: - How Todd got started in the RIA business and how he got involved in senior insurance marketing. - Helping seniors get Medicare supplements that will not leave them financially burdened. - What differentiates senior insurance marketing from other insurance and financial companies. Connect with Todd: Guest Links: LinkedIn- https://www.linkedin.com/in/toddbrauch Learn more about your ad choices. Visit megaphone.fm/adchoices
– The Insurance Marketing Organization Podcast with Seth Greene Episode 050 Rahim Rajpar. Rahim Rajpar is a bold innovator and disruptor who has a passion for innovation and building businesses from the ground up. His understanding of the end-to-end customer journey, digital marketing, and commitment to rethink and redesign, the insurance purchasing experience have translated into efficient and rapid growth for the organizations he has worked with. As a marketer, Rahim has built many successful and award-winning marketing programs and campaigns and was named to the 2018 Future CMO List by ChiefMarketer.com.
In 2019, Rahim joined Hawthorne Advisors, a boutique advisory firm helping carriers and distributors develop and execute on their business strategies. With a focus on innovation, customer centricity and digital ecommerce and as global fortune 500 insurance carriers as clients. He recently co-founded of Plum Life, the soon-to-be disruptive force hitting the insurance industry and serves as the company’s CMO. Plum Life is an all-digital life insurance solution for advisors and their clients Listen to this insightful IMO episode with Rahim Rajpar about his company Plum Life.
Here is what to expect on this week’s show: - How PlumLife works and how the platform helps agents connect and manage information with their clients. - How insurance agents can register for PlumLife and how they can market themselves on the platform. - How their platform is designed by agents through agent feedback. Connect with Rahim: Guest Liniks: LinkedIn- https://www.linkedin.com/in/rrajpar https://www.linkedin.com/company/plum-life?trk=public_profile_topcard- current-company Website- https://www.helloplum.com/
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– The Insurance Marketing Organization Podcast with Seth Greene Episode 048 Rick Morgan. Rick is Chief Marketing Officer of WAHVE. During Rick’s insurance career, he has been an underwriter, insurance agent, publisher, management consultant, sought after speaker, vendor marketing executive, and association CEO. He is the co-creator of SilverPlume and was proclaimed by InsuranceBroadcasting.com and the Insurance Media Association as one of the 100 Most Powerful People in Insurance in North America and received the Wade S. Dunbar Jr. Technology Advocate award in 2019. He served on the board of directors of the Independent Insurance Agents and Brokers of New York and was interim CEO of Applied Client Network (formerly ASCnet). He was SVP of marketing of Applied Systems; and co-owner of Automation Management Group, publisher of The Automated Agency Report (TAAR). Listen to this insightful IMO episode with Rick Morgan about WAHVE and his experience in the insurance field!
Here is what to expect on this week’s show: - How WAHVE was started and how the organization became the matching service for the insurance industry. - The current status and culture of WAHVE and how the company operates. - The biggest challenges WAHVE has faced and how Rick has helped the company grow and overcome these challenges. Connect with Rick: Guest Links: Website- https://wahve.com/leadership/rick-morgan LinkedIn- https://www.linkedin.com/in/rickjmiv Twitter- https://twitter.com/rickjmiv Learn more about your ad choices. Visit megaphone.fm/adchoices
– The Insurance Marketing Organization Podcast with Seth Greene Episode 048 Luke Acree. Luke Acree is an authority on leadership, a lead generation specialist, and a referral expert who passionately believes that businesses run on relationships. By teaching the principles of relationship marketing, he’s helped more than 100,000 entrepreneurs and small businesses grow their companies. He’s grown his own company, ReminderMedia, to over $300 million in sales and earned it a place on Inc. 5000’s list of the Fasting Growing Companies in America four years in a row. ReminderMedia’s also been included on Philadelphia’s Top 100 Places to Work. Luke co-hosts a podcast with his CMO called Stay Paid, which routinely appears in the Top 30 Marketing Podcasts on Apple Podcasts. He’s been featured in Entrepreneur magazine, Forbes, Yahoo Finance, Disrupt magazine, Inman News, and Foundr.com. And he’s a frequent guest on podcasts including SharkPreneur with Kevin Harrington and Seth Greene, Marketing Genius with Grant Wise, and Real Estate Rockstars. Listen to this insightful IMO episode with Luke Acree about ReminderMedia and what he does! Here is what to expect on this week’s show: - How Luke generates referrals and how he creates touchpoints and builds networking relationships with clients. - The digital marketing space Luke has expertise in and how his company uses its magazine service as their “secret weapon.” - How to reach out to your referrals in a non-sales call type of way. Connect with Luke: Guest Links:
Website- https://remindermedia.com/profile/luke-acree LinkedIn- https://www.linkedin.com/in/lukeacree Facebook- facebook.com/rmconnect Learn more about your ad choices. Visit megaphone.fm/adchoices
The Registered Investment Advisor Podcast with Seth Greene Episode 047: Insuring the Working Class Shane Foss built himself into the business leader and innovator he is today through more than 20 years of tenure as an executive in the medical industry. With humble beginnings at the University of the Incarnate Word, Shane would go on to earn an MBA from Rice University with lessons that would last him a lifetime. A veteran of the United States Airforce, where he completed a Surgical Technologist Certificate, Shane would use his love of medicine to fuel his venture into the private sector. Placed in notable leadership roles such as the Chief Commercial Officer of ProNerve, The Chief Financial Officer of EmployerDirect Healthcare, and Partner at Castle Development Group, he’d work to negotiate complex, multimillion-dollar contracts, work in device sales management, create business strategies, and optimize P&L before starting his own business targeting affordable healthcare named Hooray Health. At Hooray, Foss and his team focus on offering peace of mind to lower-income individuals and families who face medical challenges, while also providing business owners with an affordable way to reward and retain employees. Listen to this insightful episode, where Shane details Hooray Health’s process of providing low-cost care to their clients.
Here is what to expect on this week’s show:
How the expensive state of American healthcare inspired Shane to start Hooray Health
Relationships that Hooray has with brokers that help them provide affordable care to their clients
Benefits that only Hooray Health app users get
What Shane likes best about his job
Connect with Shane: Website: https://hoorayhealth.com/ Facebook: https://www.facebook.com/HoorayHealthcare LinkedIn: https://www.linkedin.com/company/hoorayhealth/ Learn more about your ad choices. Visit megaphone.fm/adchoices
The Registered Investment Advisor Podcast with Seth Greene Episode 046: Creating Organic Referrals with Red Zone Marketing Dr. Maribeth Kuzmeski is President of the consulting firm, Red Zone Marketing. Maribeth and her firm personally consult with some of the nation’s top financial professionals managing from $300 million to over $1 billion in client assets. Maribeth got her start as the 5th client in her firm happened to be a financial advisor. This advisor had only $10 million in money under management that Maribeth helped grow into $200 million in under 5 years through niche-based marketing strategies. Listen to this insightful episode, where Maribeth details the organic referral process advisors can use today.
Here is what to expect on this week’s show:
How Marybeth got started in marketing, and how she accounts for all her success
What someone could expect to learn at Marybeth’s keynote speech at the ultimate referral summit
Why clients don’t often refer without being educated or prompted, and the organic referrals you might be missing out on
What an ideal referral situation looks like
A look at Maribeth’s books, and how they help advisors get more referrals
Connect with Maribeth: Website: https://www.redzonemarketing.com/ Instagram: https://www.instagram.com/mbkuzmeski/ Twitter: https://www.twitter.com/MBKuzmeski YouTube: https://www.youtube.com/user/redzonemarketing LinkedIn: https://www.linkedin.com/company/red-zone-marketing-llc Learn more about your ad choices. Visit megaphone.fm/adchoices
The Registered Investment Advisor Podcast with Seth Greene Episode 045: Radical Relevance for Referrals Bill Cates is a successful entrepreneur, having built and sold two successful book publishing companies. An expert in relationship marketing, Bill is the author of Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. And is the host of the acclaimed podcast, www.TopAdvisorPodcast.com. Inducted by his peers into the Professional Speakers Hall of Fame in 2010, Bill is a highly respected international speaker and consultant who has taught his system to thousands of financial professionals. Bill’s motivational sessions are high energy, high content – wrapped in a little fun. You can expect to receive proven and practical strategies that will have an immediate impact on your business. Listen to this insightful episode, where Bill gives tips on capitalizing on what he knows best: referrals.
Here is what to expect on this week’s show:
How Bill accounts for his success as an author, speaker, and referral-based marketing expert
A sneak peek inside Bill’s newest book
Tips on turning referrals into money, and commonly made mistakes to avoid
Scaling organic referrals
Why just showing up and doing your job isn’t enough
Tips on recognizing and utilizing the things that makes you different from your competition towards creating great client relationships.
Connect with Bill: Website: https://referralcoach.com/ Facebook: https://www.facebook.com/ReferralCoach Twitter: https://twitter.com/Bill_Cates YouTube: https://www.youtube.com/user/ReferralCoach LinkedIn: https://www.linkedin.com/in/billcates Podcast: https://referralcoach.com/top-advisor-podcast-bill-cates/ Learn more about your ad choices. Visit megaphone.fm/adchoices
The Registered Investment Advisor Podcast with Seth Greene Episode 044: Risk Management Joseph Moore is the president of JLM Risk Management. For more than 25 years, JLM Risk Management has corporation to anticipate and address the challenges of changing times and technologies. From its founding in 1996 to provide insurance and risk management services to the vendors of the 1996 Atlanta Summer Olympic Games, JLM Risk Management has emerged as a leader in middle market risk management services. Listen to this insightful episode, where Joseph talks about JLM Risk Management’s success:
Here is what to expect on this week’s show:
How Joseph went from almost getting involved at Merrill Lynch to founding JLM Risk Management
Who Joseph’s ideal client is, and how JLM has been reaching clients
What Joseph’s biggest challenges are
What Joseph likes best about his job
How Joseph built his team
Connect with Joseph: Website: https://jlmriskmgmt.com/ Facebook: https://www.facebook.com/JLM-Risk-Management-107118054042055 LinkedIn: https://www.linkedin.com/in/joseph-moore-3b543414/ Learn more about your ad choices. Visit megaphone.fm/adchoices
The Registered Investment Advisor Podcast with Seth Greene Episode 043: Growing With Family First Life Todd Hausberger lives in Nashville, TN with his 3 children. He has been in the insurance industry since 2003. His insurance brokerage, Family First Life Fenix, has grown to over 100 agents in just a year and a half, and is not showing any signs of slowing down. Listen to this insightful episode, where Todd accounts for Family First Life Fenix’s success: Here is what to expect on this week’s show:
How Todd went from doing door-to-door insurance sales to the explosive growth of Family First Life Fenix
How Family First Life Fenix is outworking their competitors, raising unbelievable numbers in a short amount of time
Challenges that come with transitioning from being the biggest fish in a small pond to another fish in an ocean
How Todd hires and builds a team
What Todd likes best about his job
Connect with Todd: Website: http://fenix-financial.com/ Website: https://www.therogueimo.com/ Facebook: https://www.facebook.com/fflfenix/ LinkedIn: https://www.linkedin.com/company/fenix-financial-group Learn more about your ad choices. Visit megaphone.fm/adchoices
The Registered Investment Advisor Podcast with Seth Greene Episode 042: Life Insurance That Keeps You Alive Jon R. Sabes is the founder, chief executive officer and chairman of FOXO Technologies Inc., a technology startup using the science of AI and epigenetics to reinvent the life insurance industry. Mr. Sabes is a financial services entrepreneur with over 25 years of experience, structuring over $1 billion in financing commitments for a variety of businesses. Prior to starting FOXO, Mr. Sabes served as a CEO of alternative asset company with assets of $3.65 billion. Mr. Sabes specializes in the creation, sales and distribution of financial products that cross longevity, insurance and structured investments. Mr. Sabes’ education includes a Juris Doctor degree cum laude from the University of Minnesota Law School and a Bachelor of Arts degree in economics from the University of Colorado. In addition to being a successful entrepreneur, Mr. Sabes is an outdoor ultra-enthusiast and a lifelong learner. He has participated in numerous ultra-distance races, including five Ironman Triathlon finishes, back-country ultra-trail running and long distance open water swimming events. Mr. Sabes is a founding sponsor of the Snowman Race as well as a founding sponsor and board member of the Sauna Research Institute. Here is what to expect on this week’s show:
What molecular biology is, and how FOXO is bringing it to the insurance industry
How FOXO’s unique approach directly addresses common pain points for agents, and creates a smoother experience for the consumer
How FOXO’s technology builds a health and wellness profile for you, and reports that you’ll get regarding how they pertain to your life insurance if you sign up with them
How to reduce “advanced biological aging”
What Jon likes best about his job
Connect with Jon: Website: https://jonsabes.com/ Facebook: https://www.facebook.com/Jon-Sabes-101857917906418/ Instagram: https://www.instagram.com/jon.sabes/ Twitter: https://twitter.com/jonsabes LinkedIn: https://www.linkedin.com/in/jon-sabes-14368257/
For important legal information related to FOXO’s SPAC announcement, please see the following SEC disclosure at bit.ly/social-disclaimer Learn more about your ad choices. Visit megaphone.fm/adchoices
The Registered Investment Advisor Podcast with Seth Greene Episode 041: Awesurance Marketing Joshua Nadler works with Agency Principals to create the highest possible ROI for their Marketing campaigns. With a family lineage as P&C agency owners that spans 4 generations – Josh practically eats, sleeps and breathes insurance marketing. His experiences range from working with local, mom & pop agencies all the way up to national carriers & clusters. Wether you need a simple website, help identifying and creating a niche marketing strategy or just someone to help walk you through a video content strategy – Josh and his team at Awesurance love creating bespoke solutions for their clients & partners. Listen to this insightful episode, where Joshua breaks down the ways that Awesurance has been differentiating itself from other IMOs and FMOs: Here is what to expect on this week’s show:
How Joshua got his start in insurance marketing, and how he has and hasn’t stayed in the “family business”
Why not having a precise focus is a huge mistake for an agent to make
Interesting integrations and side projects Joshua brings to the table for his clients, agents, and producers
Who Joshua thinks is the ideal client for Awesurance
What Awesurance’s biggest challenge is at the moment
Connect with Joshua: Website: https://awesurance.com/ Facebook: https://www.facebook.com/Awesurance Twitter: https://twitter.com/Awesurance LinkedIn: https://www.linkedin.com/company/awesurance Learn more about your ad choices. Visit megaphone.fm/adchoices
The Registered Investment Advisor Podcast with Seth Greene Episode 040: Senior Care Counsel As the Sales & Marketing Director/Co-Founder of Senior Care Counsel, Dan has a strong passion for turning distant or nonsensical visions into real solutions. For seniors and their families, he aims to expose the challenges they can face while ageing and help them protect their financial future. For his attorney clients, Dan generates the most high-quality, pre-qualified leads and appointments for their practice. With over fourteen years of broad experience in visual communication, and over a decade in marketing leadership, Dan brings a unique set of skills to the IMO space. He is the very definition of what it means to be a marketer in the insurance industry. He is passionate about delivering results, and he uses his skills and experience to achieve those results. One of Dan’s biggest professional accomplishments has been his ability to use traditional marketing mediums such as television to outcompete the digital space and generate more leads with fewer dollars. He was also a key contributor to the origination success and creative for one of the nation’s largest IMO’s in retirement planning – helping them generate almost $550M per year in annuity production, and Senior Care Counsel is on track to create a similar trajectory. Working to provide demonstrated expertise across multiple mediums and translating all aspects of production into product is his forte. Actively helping his employees to achieve personal and professional success is his duty. Listen to this insightful episode, where Dan breaks down the ways in which Senior Care Counsel helps seniors, and is continuing to grow. Here is what to expect on this week’s show:
What Senior Care Counsel is, how it got started, and how they help seniors better understand how to pay for their care
What Senior Care Counsel handles their marketing
Senior Care Counsel’s plan to expand further nationwide
How Senior Care Counsel helps reassure seniors who may be wary of being scammed
Ways that Dan and his team vet attorneys
Connect with Dan: Website: https://www.seniorcarecounsel.com/ Facebook: https://www.facebook.com/seniorcarecounsel Twitter: https://twitter.com/SrCareCounsel LinkedIn: https://www.linkedin.com/in/dan-slater-bba35b5a/ Learn more about your ad choices. Visit megaphone.fm/adchoices
The Insurance Marketing Organization Podcast with Seth Greene Episode 039: What Is Different? Seth Greene is a nationally recognized direct response financial services marketing expert, the CEO of Market Domination LLC, and the host of this show! This week is the fourth part of a five-part series of principles that will help you differentiate your IMO and edge out your competition. Listen to this insightful episode, where Seth breaks down the two types of differentiation, and how you can use them to make your IMO or financial service firm stand out.
Here is what to expect on this week’s show:
Why breaking out of the mold of other financial advisors isn’t only about having the lowest prices
The difference between “physical differentiation” and “perceived differentiation”
How Seth and his team differentiate the financial services products they offer from their competition, and ways that the differences manifest themselves in both physical and perceived ways
Connect with Seth: Website: https://marketdominationllc.com/ Facebook: https://www.facebook.com/MarketDominationLLC YouTube: https://www.youtube.com/user/APMFunnel LinkedIn: https://www.linkedin.com/company/market-domination-llc/ Instagram: https://www.instagram.com/market_domination_llc/ Twitter: https://twitter.com/mktdominationus Learn more about your ad choices. Visit megaphone.fm/adchoices
Seth Greene The Insurance Marketing Organization Podcast with Seth Greene Episode 038: What Are You Going to Offer That is Different? Seth Greene is a nationally recognized direct response financial services marketing expert, the CEO of Market Domination LLC, and the host of this show! This week is the third part of a five-part series of principles that will help you differentiate your IMO and edge out your competition. Listen to this insightful episode, where Seth breaks down methods of differentiating your IMO from your competition.
Here is what to expect on this week’s show:
How to think outside the box, and offer services or products that your buyers’ advisors haven’t told them about
Going bigger, better, and beyond
Ways of convincing buyers who are already satisfied with their IMO or FMO
Connect with Seth: Website: https://marketdominationllc.com/ Facebook: https://www.facebook.com/MarketDominationLLC YouTube: https://www.youtube.com/user/APMFunnel LinkedIn: https://www.linkedin.com/company/market-domination-llc/ Instagram: https://www.instagram.com/market_domination_llc/ Twitter: https://twitter.com/mktdominationus Learn more about your ad choices. Visit megaphone.fm/adchoices
Christian Brindle The Insurance Marketing Organization Podcast with Seth Greene Episode 037: Helping Agents Navigate the Medicare Maze Christian Brindle is a national figure in the Medicare and senior insurance space. He has been a top producing agent with 6 insurance carriers & mentored hundreds of agents across the country. Christian also is looked at as a content marketing pioneer in the insurance industry. He hosts the ever popular “Everything Medicare Podcast!” and is the founder of The Six Figure Medicare Agent brand, Facebook group, and conference. Christian believes in transparency, growing with speed, and understanding what is possible in the insurance space. Listen to this insightful episode, where Christian breaks down how his services firm helps make insurance agents’ lives easier.
Here is what to expect on this week’s show:
How Christian got started in insurance, and how his father influenced his professional development
How Christian Brindle Insurance Services helps agents and clients, especially seniors
Why Christian likes working with agents
Why Christian thinks Medicare is so confusing and bogged down in jargon
What Christian thinks the biggest marketing hurdles are in the insurance industry
What Christian likes best about his job
Connect with Christian: WEBSITE: https://www.christianbrindleinsuranceservices.com/ FACEBOOK: https://www.facebook.com/christianbrindleinsuranceservices/ TWITTER: https://twitter.com/C_E_Brindle LINKEDIN: https://www.linkedin.com/in/christian-brindle-a4411ab4 YOUTUBE: https://www.youtube.com/channel/UCpAqxCVcp58s-XHlRylQxRA Learn more about your ad choices. Visit megaphone.fm/adchoices
Jocelyn Getson The Insurance Marketing Organization Podcast with Seth Greene Episode 036: Bindable Jocelyn Getson is the chief growth officer for Bindable, the InsurTech leader for alternative distribution solutions, enabling organizations across all industries to drive revenue and build brand loyalty through digital insurance offerings. Getson’s career has been inspired by her ability to identify, build, and implement new products, revenue channels, and customer solutions for risk-based programs. She is a passionate and driven executive who thrives in the roles of change agent, respected thought leader, and valued advisor. The clarity of her vision is grounded in her astute focus on market trends, which has enabled the organizations and partners she has worked with to develop business development and growth strategies built for long term success. Listen to this insightful episode, where Jocelyn breaks down what Bindable does, and who it helps.
Here is what to expect on this week’s show:
How Jocelyn’s upbringing by two parents in marketing led her to a career in insurance and financial services
The many different areas and verticals that Bindable works in
Ways that Bindable helps connect carrier to consumer
The traction and growth that Bindable shows that puts them on a different level from other providers
What Jocelyn loves most about her job
Connect with Jocelyn: WEBSITE: https://bindable.com/ INSTAGRAM: https://www.instagram.com/bindabletech/ TWITTER: https://twitter.com/bindabletech LINKEDIN: https://www.linkedin.com/company/bindable/ Learn more about your ad choices. Visit megaphone.fm/adchoices
The Insurance Marketing Organization Podcast with Seth Greene Episode 035: Getting Publicity in Financial Services With 200+ speaking engagements each year, master publicity strategist and consultant, and bestselling author, Jill Lublin, consistently wows audiences worldwide with her entertaining and interactive keynotes, seminars, and training programs on publicity, networking, kindness and influence marketing. Jill has shared her powerful networking and publicity strategies on the stages of Tony Robbins, T. Harv Eker, Jack Canfield, Mark Victor Hansen, Loral Langemeier, James Malinchak, Lisa Nichols, Richard Simmons, and many others. Additionally, thousands of people have attended her popular Publicity Crash Course. In addition to her speaking engagements, Jill trains and consults with executives, sales teams and marketing departments in Fortune 500 companies, as well as in small-to-medium-sized companies. Her innovative influence marketing and publicity techniques consistently increase bottom line results for her clients. Listen to this insightful episode, where Jill breaks down ways of getting noticed as an insurance agent or financial advisor.
Here is what to expect on this week’s show:
How Jill went from quitting law school to becoming the master of PR and marketing that she is today
Unpacking the myths and misconceptions surrounding PR in financial services
The difference in time, money, and energy that you may notice in Jill’s guerilla marketing approach
Why it’s important to remember that any journey worth taking begins with that first step
How to create a media presence for marketing as an insurance agent or financial advisor
Success stories from some of Jill’s clients
A free gift from Jill’s Publicity Crash Course for IMO listeners!
Connect with Jill: FREE GIFT: https://publicitycrashcourse.com/freegift WEBSITE: https://jilllublin.com/ FACEBOOK: https://www.facebook.com/publicitycrashcourse TWITTER: https://twitter.com/JillLublin LINKEDIN: https://www.linkedin.com/in/jilllublin/ YOUTUBE: https://www.youtube.com/channel/UCP1iC4DCyVD4rP34DZxjeeg Learn more about your ad choices. Visit megaphone.fm/adchoices
The Insurance Marketing Organization Podcast with Seth Greene Episode 034: Insurance on a Global Scale Tarun Chopra is the president and CEO of Clements Worldwide. He is an award-winning, transformational leader with exceptional experience in strategic leadership, business growth, insurtech and finance. He has worked for Fortune 500 companies like Fannie Mae and Whirlpool Corporation, as well as premier consulting firms like Ernst & Young and Boston Consulting Group (BCG). He is a distinguished public speaker with interviews in Wall Street Journal and CFO magazine. He, currently serves on the board of directors for the Council of Insurance Agents and Brokers and board of advisors for the CFO Alliance. Tarun is a Chartered Accountant and earned an MBA from Melbourne Business School, Australia. Listen to this insightful episode featuring guest host Bruce Corris, where Tarun explains how Clements provides international insurance coverage.
Here is what to expect on this week’s show:
How Tarun’s career that spans 4 different continents led him to where he is today
Ways that Clements has been increasing the breadth of its global markets since 1947, and how they continue to grow today
How international insurance coverage works
Where Tarun sees the international insurance market going in the next five years
Connect with Tarun and Clements: Guest Contact Info: Website: https://www.clements.com/ Facebook: https://www.facebook.com/ClementsWorldwide/ Twitter: https://twitter.com/Tweet_Clements LinkedIn: https://www.linkedin.com/in/tarunchopra Learn more about your ad choices. Visit megaphone.fm/adchoices
Robert Wallach The Insurance Marketing Organization Podcast with Seth Greene Episode 033: Shared Economy Services Robert Wallach is a cross-market specialist and C-Suite Advisory for Insurance. He is also involved in automotive, banking, IP, healthcare, investment strategy, competitive strategic analysis, M&A investment evaluation, and financial services. He believes that there are solutions to every business challenge, and that the correct approach will yield next-level results. He has proven this across various distinct platforms and industries, with intersecting disciplines, providing leadership both in entrepreneurial and corporate environments. Listen to this insightful episode where Robert explains how Shared Economy Services is fighting for independent contractors and more.
Here is what to expect on this week’s show:
Ways that Shared Economy Services is challenging status quos set by companies who employ independent contractors
How Robert surveyed the current shared economy landscape to get the idea for Shared Economy Services
Recent changes in the legal world that allow these companies to continue paying their workers as little as possible, and not giving them the benefits they’ve earned
Connect with Kevin: Guest Contact Info: Website: https://www.sharedeconomyservices.com/ LinkedIn: https://linkedin.com/in/robertmwallach Learn more about your ad choices. Visit megaphone.fm/adchoices
Kevin Clark The Insurance Marketing Organization Podcast with Seth Greene Episode 030: Plan Confidence Kevin T Clark is a Dalbar certified Registered Fiduciary who has been in the financial industry since 1997. In 2016, he co-founded Plan Confidence Corporation to allow the 100 million Americans with money in their employer’s retirement plan the abilty to receive advice from an adviser of their choosing. He is an ERISA nerd living in Sarasota FL. When he is not revolutionizing the ERISA advice space, he enjoys boating and reading on a sandy beach.
Listen to this insightful episode where Kevin explains how Plan Confidence is helping people stay ERIA safe.
Here is what to expect on this week’s show:
Who Plan Confidence is and what they do
How Kevin navigates complex ERISA rules to help his clients with their 401Ks
What gave Kevin the idea to have more scaleable software
Ways in which Plan Confidence is helping financial advisors, insurance agents, and RIA firms
How advisors who provide non-ERISA compliant 401K advice are doing more harm than good
The eureka moments that are Kevin’s favorite part of his job
Connect with Kevin: Guest Contact Info: Website: https://www.planconfidence.com/ LinkedIn: https://www.linkedin.com/in/planconfidence/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Enrico Pobre The Insurance Marketing Organization Podcast with Seth Greene Episode 030: Integrated Insurance and Investments Enrico Pobre is the CEO and founder of Integrated Insurance and Investments Inc (or, i4). He is excited to share 28 years of in-depth Sales, Marketing and Training experience and expertise with a proven track record of outstanding performance in the US and the global market from various industries, multi-national companies and different market culture because these experiences can provide fresh new ideas, wealth of energy, powerful work ethics and a successful mindset. Listen to this insightful episode where Enrico explains how i4 is blazing exciting new trails in insurance and investments.
Here is what to expect on this week’s show:
How the global market crash inspired Enrico to move from Europe to the States and start his own business
Who Enrico’s ideal client is
Common financial mistakes Enrico sometimes sees his clients make
How Enrico came up with the idea to merge investments and insurance, and how he sells that conversion to clients
Why Enrico thinks it’s just as important to have energy at 8 am as it is at the end of the day
What Enrico thinks is next for his business
Connect with Enrico: Guest Contact Info: Website: https://i4global.business.site/ Facebook: https://www.facebook.com/integratedinsuranceandinvestmentsinc/ LinkedIn: https://www.linkedin.com/in/enrichingthep00r/ Twitter: https://twitter.com/enricopobre Learn more about your ad choices. Visit megaphone.fm/adchoices
Rob Shestack The Insurance Marketing Organization Podcast with Seth Greene Episode 030: Voluntary Benefits Association Rob Shestack is the Chairman and CEO and Hall of Fame member of the Voluntary Benefits Association, the first national non-profit trade association focused on Voluntary Benefits for employer groups and affinity groups. Our goal is to promote the education, implementation, product development, technology and enrollment of Voluntary Benefits in the workplace. Listen to this insightful episode where Rob explains how the Voluntary Benefits Association is helping people with regards to their health benefits:
Here is what to expect on this week’s show:
How Rob went from wanting to be an astronaut to becoming an actuary to getting involved in benefits
How Rob was involved with the invention of the FSA debit card
What services the Volunteer Benefits Association provides their clients, from providing oversight regarding health benefits to bringing new ideas and creativity to the voluntary benefits space
How the Voluntary Benefits Association is bouncing back from Covid setbacks
Who Rob thinks the ideal VBA participant is
A special offer from the VBA just for listeners to the IMO Podcast
Connect with Rob: Guest Contact Info: Website: https://vbassociation.com/ Facebook: https://www.facebook.com/vbassociation Instagram: https://www.instagram.com/voluntarybenefitsassociation/ YouTube: https://www.youtube.com/channel/UCuNjE6PrMeF_olfZjV4khhQ/featured Pinterest: https://www.pinterest.com/VBAssociation/ LinkedIn: https://www.linkedin.com/groups/1983592/ Twitter: https://twitter.com/voiceofvb Learn more about your ad choices. Visit megaphone.fm/adchoices
The Insurance Marketing Organization Podcast with Seth Greene Episode 029: Paradiso Insurance As the owner of Paradiso Insurance in Stafford Springs, Connecticut, Chris helps to protect an individual's most valuable assets with a variety of insurance options. His insurance agency, like this country, is built on promises that he guarantees to each and everyone of his customers. He built his agency from the ground up through marketing and the help of his local community. He now uses what he has learned to help other independent agents thrive in the insurance space through his other company, Paradiso Presents. Listen to this insightful episode where Chris explains how Paradiso Insurance has stayed a cut above teh competition:
Here is what to expect on this week’s show:
How Chris went from transporting prisoners to working at New York Life to starting his own insurance agency, Paradiso Insurance
The many different offerings a client can get from Paradiso Insurance, including parcel delivery insurance
How Paradiso Insurance has kept a consistent digital presence online
What Chris thinks the biggest challenges in the insurance industry are today
How Chris defines success
Connect with Chris: Guest Contact Info: Website: https://www.paradisoinsurance.com/ Instagram: https://www.instagram.com/paradiso_insurance/ YouTube: https://www.youtube.com/user/paradisoinsurance/ Pinterest: https://www.pinterest.com/ctinsurance/ LinkedIn: https://www.linkedin.com/company/paradiso-financial-and-insurance-services/ Twitter: https://twitter.com/paradisoins Learn more about your ad choices. Visit megaphone.fm/adchoices
Seth Greene The Insurance Marketing Organization Podcast with Seth Greene Episode 028: Where Do Your Advisors Spend Their Time? Seth Greene is a nationally recognized direct response financial services marketing expert, the CEO of Market Domination LLC, and the host of this show! This week is the second part of a five-part series of principles that will help you differentiate your IMO and edge out your competition. Listen to this insightful episode where Seth breaks down what to look for in the ideal advisor- and where you might find them:
Here is what to expect on this week’s show:
Why specificity is best when writing ad copy
The #1 reason why agents switch
Why, sometimes, the conversation approach is more important than the amount of people you get in seats
Why knowing your leads’ hobbies and engaging them in those hobbies can generate higher conversion rates
Why a lead’s time to make the first contract is a very telling KPI
Connect with Seth: Guest Contact Info: Website: https://marketdominationllc.com/ Facebook: https://www.facebook.com/MarketDominationLLC YouTube: https://www.youtube.com/user/APMFunnel LinkedIn: https://www.linkedin.com/company/market-domination-llc/ Instagram: https://www.instagram.com/market_domination_llc/ Twitter: https://twitter.com/mktdominationus Learn more about your ad choices. Visit megaphone.fm/adchoices
The Insurance Marketing Organization Podcast with Seth Greene Episode 027: Positive Polarization Mark Willis, CFP® is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients. Mark is a certified financial planner, a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. Listen to this insightful episode where Mark challenges many financial status quos:
Here is what to expect on this week’s show:
How Mark’s suspicion of banks as a five-year-old led him to get involved in
Why challenging conventional financial knowledge can lead to greater financial success
How banks can take advantage of account holders, and how individuals can potentially find greater financial freedom and become their own banker
What inspired Mark to write his three books and start his podcast
Mistakes that Mark sees advisors often make
Connect with Mark: Guest Contact Info: Website: https://lakegrowth.com/ Facebook: https://www.facebook.com/lakegrowth/ Podcast: https://nyafinancialpodcast.com/ LinkedIn: https://www.linkedin.com/in/marklakegrowth/ Twitter: https://twitter.com/lakegrowth Learn more about your ad choices. Visit megaphone.fm/adchoices
Seth Greene The Insurance Marketing Organization Podcast with Seth Greene Episode 026: Who is Your Ideal Advisor? Seth Greene is a nationally recognized direct response financial services marketing expert, the CEO of Market Domination LLC, and the host of this show! This week is the first part of a five-part series of principles that will help you differentiate your IMO and edge out your competition. Listen to this insightful episode where Seth breaks down what your IMO ought to look for in an advisor:
Here is what to expect on this week’s show:
How to find the top 20% of advisors that will drive in 80% of your business, rather than an advisor from the bottom 20% that will cause 80% of your headaches
Why clarity in messaging is just as important to an IMO as having the newest, coolest technology
What Seth thinks his previous guests on this show have done right
Why a good advisor ought to know where the puck is headed, and stay ahead of trends in the market
Why target market ought to drive your choice in advisor
Connect with Seth: Guest Contact Info: Website: https://marketdominationllc.com/ Facebook: https://www.facebook.com/MarketDominationLLC YouTube: https://www.youtube.com/user/APMFunnel LinkedIn: https://www.linkedin.com/company/market-domination-llc/ Instagram: https://www.instagram.com/market_domination_llc/ Twitter: https://twitter.com/mktdominationus Learn more about your ad choices. Visit megaphone.fm/adchoices
Lauro Herrera The Insurance Marketing Organization Podcast with Seth Greene Episode 025: An IMO Final Expense Program That Works! Lauro is the regional vice president of Quility Insurance Inc.; final expense marketing is his “magnificent obsession.” Listen to this insightful episode with Lauro about the final expense marketing approach that any IMO could benefit from:
Here is what to expect on this week’s show:
How Lauro went from working a collection of odd jobs to becoming regional VP of Quility
What Lauro thinks are the benefits and drawbacks of different methods of insurance marketing
A look inside the sales process that Quility brings to IMOs, and what makes it such an effective business model
How Quility is planning on staying ahead of constantly changing technological trends
Connect with Lauro: Guest Contact Info: Website: https://x-telecom.biz/ YouTube: https://www.youtube.com/channel/UCr7oDsa_aGNPiMVN8BNdrBw Linkedin: https://www.linkedin.com/in/lauro-herrera-9607b747/ Instagram: https://www.instagram.com/1977herrera/
Learn more about your ad choices. Visit megaphone.fm/adchoices
Trey Taylor The Insurance Marketing Organization Podcast with Seth Greene Episode 024: A CEO Does 3 Things Trey Taylor is CEO of Taylor Insurance Services & Managing Director of Trinity | Blue. His experience derives from fields as diverse as technology, venture capital, & commercial real estate. As a keynote speaker, he has addressed attendees at the Human Capital Institute, & the Ascend Conference. He holds a Bachelor’s degree in History from Emory University, & a Juris Doctor degree in Tax & Corporate Transactions from Tulane. He recently published his first book: A CEO Only Does 3 Things. Trey & his wife Sheya are the proud parents of Roy Edward Taylor IV (Ret), & Emmaline . Listen to this insightful episode with Trey, full of valuable tips about how to manage responsibilities as a CEO:
Here is what to expect on this week’s show:
How Trey accounts for three generations of success in insurance
How Trey and Taylor Insurance bounced back from unexpected tragedy to reach new heights
What Trey thinks the biggest challenges a CEO in the insurance field faces
The three things that CEOs do, according to Trey’s book and experience
Connect with Trey: Guest Contact Info: Website: https://trey-taylor.com/ Linkedin: https://www.linkedin.com/in/treytaylor/ Facebook: https://www.facebook.com/CEOTreyTaylor Twitter: https://twitter.com/TreyTaylorCEO Instagram: https://www.instagram.com/ceotreytaylor/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Mark Quann The Insurance Marketing Organization Podcast with Seth Greene Episode 023: Automating Your Income Mark is the founder of the Remii Group. After working as a Registered Representative and Investment Advisor Representative (IAR) for over a decade, he realized that the advice given by the vast majority of “financial advisors” and many CPAs was not the best advice for those intending to build large amounts of WEALTH. REMii Group was founded to deliver the most effective strategies for cost-reduction, asset protection and tax-reduction to the many business owners that have been underserved and only given access to “average” financial strategies and products. Listen to this insightful episode with Mark, full of valuable tips about finance and ethical business:
Here is what to expect on this week’s show:
How REMii was born out of Mark’s frustration with the financial services industry
What “ethical capitalism” means to Mark
How REMii automates their clients’ incomes
Wisdom from Mark’s book
Connect with Mark: Guest Contact Info: Instagram: https://www.instagram.com/remiigroup/ Linkedin: https://www.linkedin.com/company/remiigroup Facebook: https://www.facebook.com/profile.php?id=2069929869779714 Twitter: https://twitter.com/REMiiGroup Learn more about your ad choices. Visit megaphone.fm/adchoices
Tim Price The Insurance Marketing Organization Podcast with Seth Greene Episode 022: Servant Leadership Tim has been in the Insurance and finance industry for over 20 years, he served on the National Training committee for GE and Divisional Development Director for Combined Ins. Tim has been a part of developing and creating multiple sales systems. Tim has trained and mentored hundreds of leaders and agents in the industry. He is a Certified John Maxwell coach, trainer, and speaker. He lives his life to see others be successful, meeting not only their performance goals, but also their Growth goals. Listen to this insightful episode with Tim, full of valuable tips straight from the John Maxwell playbook:
Here is what to expect on this week’s show:
How Tim got his start with John Maxwell, and how he uses their philosophies to help others develop professionally
What financial services Tim still provides
Ways to avoid living outside your earnings, and common mistakes Tim sees among his clients
The best advice Tim ever received
Connect with Tim: Guest Contact Info: Email: timprice@pricelessleader.com Linkedin: https://www.linkedin.com/in/tim-price-0931a24 Learn more about your ad choices. Visit megaphone.fm/adchoices
Brian Mann The Insurance Marketing Organization Podcast with Seth Greene Episode 021: Clarity Insurance Marketing Brian D. Mann is the President of Clarity Insurance Marketing as well as the Chief Distribution Officer of C2P Enterprises. He is also CEO and Managing Partner of Elite Advisory Group, his own independent retirement planning and wealth management firm. In his early 20’s, Brian founded an IMO and proceeded to build the company into a national insurance industry leader. Brian utilizes this hands-on experience and industry success to partner with the best advisors in the country, in order to grow their businesses and achieve sustainable success. Listen to this insightful episode with Brian, full of valuable tips on how to grow an IMO like he did: Here is what to expect on this week’s show: • How Brian got his start in the world of IMOs, and how Clarity is staying a cut above the competition • Why a holistic approach is the best one an IMO can offer • Areas of the insurance marketing industry that Brian thinks need simplification • What Brian likes most about his job Connect with Brian: Guest Contact Info: Website: https://c2penterprises.com/clarity-insurance-marketing-organization/ Facebook: https://www.facebook.com/ClarityIMO/ Linkedin: https://www.linkedin.com/in/briandavidmann Twitter: https://twitter.com/clarityimo Learn more about your ad choices. Visit megaphone.fm/adchoices
Dave Cliche The Insurance Marketing Organization Podcastwith Seth GreeneEpisode020: The Customer’s Experience Defines the Brand TMD’s President and CEO Dave Cliche has extensive experience leading global marketing and business initiatives across multiple segments, specifically in the insurance industry. Having insurance industry insight and experience from both a global marketing perspective, with an emphasis on the customer experience (CX) and digital, as well as business leadership experience for a national business unit positions Dave to uniquely provide constructive, insightful and industry relevant advice and counsel. Listen to this insightfulepisode with Dave, full of valuable financial tips: Here is what to expect on this week’s show:
How inspiration from Dave’s 6-year-old son inspired him to make a drastic career change
How TMD differentiates themselves from other IMOs
The biggest mistakes that Dave sees brands making when they come to TMD for help
Challenges that TMD is facing now
What Dave likes best about his job
Connect withDave: Guest Contact Info: Website: https://tmd.ca/ Podcast: https://tmd.ca/what-we-think Facebook: https://www.facebook.com/TMDca/ Instagram: https://www.instagram.com/tmdca/ Linkedin: https://www.linkedin.com/company/themarketingdepartment/ Twitter:https://twitter.com/tmdca?lang=en Learn more about your ad choices. Visit megaphone.fm/adchoices
Julia Chung The Insurance Marketing Organization Podcast with Seth GreeneEpisode019: Advice Only In 1997, Julia got her first taste of the financial services world – and loved it. She took her career through multiple investment firms and credit unions, trying nearly every role she could find and taking advantage of all the education available. In 2011, she left traditional financial services to form a fee-for-service financial planning firm in partnership with an accounting firm in order to serve more people in a conflict-free environment. Just a few years later, she took JYC Financial entirely independent, and a few years after that… merged with Spring Personal Finance to become Spring Financial Planning. Julia is also co-founder of Admin Slayer Services, and a charter member of Lead Family Enterprise Advisors. Listen to this insightful episode with Julia, full of valuable advice (only!): Here is what to expect on this week’s show:
How Julia got her start in finance
How Julia’s role as an “advice only” financial advisor like quarterbacking a football team
Who Julia’s ideal client is, and how she finds them
Challenges that Spring Planning and firms like it often face, and mistakes that they often help their clients avoid
The best advice Julia ever received
Connect with Julia: Guest Contact Info: Website: https://springplans.ca/ Website: https://www.adminslayer.com/ Website: https://www.adviceonlyplanners.ca/ Facebook: https://www.facebook.com/springplans/ Linkedin: https://www.linkedin.com/in/juliaychung/?originalSubdomain=ca Twitter: https://twitter.com/juliachungfp Learn more about your ad choices. Visit megaphone.fm/adchoices
Kim Wilhelm The Insurance Marketing Organization Podcastwith Seth GreeneEpisode018: Final Expense Direct Kim Wilhelm is the CEO of Final Expense Direct. Final Expense Direct offers whole life insurance coverage to prevent leaving your family with financial burdens after you’re gone, and is based in Houston, TX. Listen to this insightfulepisode with Kim, full of valuable tips of financial and physical health: Here is what to expect on this week’s show:
How Kim got started in the final expense business, and how he transitioned from being an individual producer to someone who provides for producers
How to turn a marginal lead into a good lead
Inside Final Expense Direct’s robust sales training program
The best advice Kim ever received
Connect withKim: Guest Contact Info: Website: https://finalexpensedirect.com/ Facebook: https://www.facebook.com/FinalExpenseDirect/ Linkedin: https://www.linkedin.com/in/kim-wilhelm-98879215b Recruitment Videos: https://www.facebook.com/FEDAgentOpportunities/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Dennis Moseley Williams The Insurance Marketing Organization Podcastwith Seth GreeneEpisode016: Dennis Moseley Williams Today’s guest, Dennis Moseley-Williams, is one of only two certified Experience Economy experts working in the financial services industry globally. The other is his business partner, Tom Frisby. Dennis is the founder of DMW Strategic Consulting. He started the Serious Shift movement for those of us who are determined to make meaningful, positive and lasting change in our life and business. Dennis’s company works with entrepreneurs and business owners around the world who are looking to make their life and business a better place. Listen to this insightfulepisode with Dennis, full of valuable tips of financial and physical health:
Here is what to expect on this week’s show:
The lucky break that allowed Dennis to professionally grow into and capitalize on his unique skill set and interpersonal skills
What it means to be one of the world’s two experience economy experts
Why financial advisors are at risk of becoming irrelevant, and how they might avoid that
Dennis’ “Five E’s” of creating unforgettable client relationships
Connect withDennis: Guest Contact Info: Website: https://www.moseleywilliams.com/ Linkedin: https://www.linkedin.com/in/dennis-moseley-williams/?originalSubdomain=ca Podcast: https://www.seriousshift.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
StevynGuinnip The Insurance Marketing Organization Podcastwith Seth GreeneEpisode016: StevynGuinnip Stevyn is an exercise physiologist and certified wellness coach, as well as the daughter of a successful financial advisor.She is the Founder & CEO of Grow Wellthy™, where she helps financial professionals treat their health like a valuable asset so they can live well and retire 'wellthy.' Listen to this insightfulepisode with Stevyn, full of valuable tips of financial and physical health: Here is what to expect on this week’s show:
How Stevyn went from being a successful financial advisor’s daughter to an exercise physiologist to the founder of Grow Wellthy
Ways in which health management and wealth management are similar, and inform one another
The psychological factors behind focusing on financial and physical health
How Stevyn’s program has gained so much traction
Connect with Stevyn: Guest Contact Info: Website: https://www.growwellthy.com/stevyn.html Linkedin: https://www.linkedin.com/in/stevyn-guinnip/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Alexandra Eidenberg The Insurance Marketing Organization Podcastwith Seth GreeneEpisode015 Alexandra Eidenberg Alexandra is the Founder and President of The Insurance People, and most folks call her the “Insurance Mom!”Her agency offers all kinds of insurance, andherspecialty is health insurance. With the Insurance People, she coordinates individual health insurance and employee benefits for small businesses. She spendsher days helping everyday people and businesses access the benefits they deserve.She is very passionate about community; she founded WE WILL in 2013 to help women and children get involved in their communities and pass legislation. Listen to this insightfulepisode with Alexandra, full of valuable financial tips: Here is what to expect on this week’s show: · Misconceptions about the Affordable Care Act ● How Alexandra uses social media to help as many people get health insurance coverage as possible ● Why an insurance provider and a preschool teacher have similar skill sets ● How Alexandra and her team use compassion and community to propel their visions forward Connect with Alexandra: Guest Contact Info: Website: https://www.insuranceppl.com/ Twitter: https://twitter.com/aceidenberg?lang=en Linkedin: https://www.linkedin.com/in/alexandraeidenberg/ Facebook: https://www.facebook.com/alexandra.eidenberg/
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Joey Mure and Russ Morgan The Insurance Marketing Organization Podcastwith Seth GreeneEpisode014 Joey Mure and Russ Morgan Joey and Russ are the founders of Wealth Without Wall Street, and cohosts of the corresponding podcast. Wealth Without Wall Street is an online community that seeks to re-educate business owners & families how money truly works. Their goal is to teach people how to enhance savings, increase cash flow and create passive income all without the help of Wall Street. They believe that the secret to doing this is having your money work for you, not someone else.Listen to this insightfulepisode with Joey and Russ, full of valuable financial tips:
Here is what to expect on this week’s show:
How having a business is like having a child
How having control over your finances can be more liberating than retirement
Why Joey and Russ believe there are no good or bad investments- just good or bad investors
The Wealth Without Wall Street 3 steps to financial freedom
Connect withJoey and Russ: Guest Contact Info: Website: https://www.wealthwithoutwallstreet.com/ Twitter: https://twitter.com/withoutwallst Linkedin: https://www.linkedin.com/company/wealth-without-wall-street/ Podcast: https://podcasts.apple.com/us/podcast/the-wealth-without-wall-street-podcast/id1282660297 Facebook: https://www.facebook.com/wealthwithoutwallstreet/ Instagram: https://www.instagram.com/wealthwithoutwallst/?hl=en Learn more about your ad choices. Visit megaphone.fm/adchoices
Herb Morgan The Insurance Marketing Organization Podcastwith Seth GreeneEpisode013 Herb Morgan Herb Morgan is the Sr. Managing Director and Chief Investment Officer of Efficient Market Advisors, (EMA). One of the financial industry’s recognized experts in the area of exchange-traded funds (ETFs), he is the creator of the Efficient Market Advisors Managed ETF Account, a unique low-cost, tax-efficient investment account that utilizes ETFs.
Listen to this insightfulepisode with Tom, full of valuable financial tips:
Here is what to expect on this week’s show:
How Herb has seen the industry change over the years, and where he thinks it will go next
Why resisting changes in the market like cryptocurrency is unwise
Why you should start preparing against inflation now
Herb’s takes on foreign economic policy
Connect withHerb: Guest Contact Info: Website: http://www.efficient-portfolios.com/ Twitter: https://twitter.com/etf_strategist?lang=en Linkedin: https://www.linkedin.com/in/herbmorgan/ Podcast: https://podcasts.apple.com/us/podcast/slaying-bulls-bears-with-herb-w-morgan/id1558486419
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Tom Hegna – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode012Tom Hegna Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars on his signature "Paychecks and Playchecks" retirement approach, helping Baby Boomers and seniors retire the "optimal" way. He has condensed a large chunk of his considerable knowledge into 5 books. Tom specializes in creating simple and powerful retirement solutions. He has the unique ability to pump up a crowd, make people laugh and solve complex financial problems using easy-to-understand words, ideas and stories. He’s been featured in Business, Forbes, Money Rates, and many other leading publications. He is available to speak with businesses, government organizations, professional associations, financial professionals and their clients across the globe. Listen to this insightfulepisode with Tom, full of valuable financial tips: Here is what to expect on this week’s show:
How the pandemic changed the insurance landscape
Why you need to invest against inflation
Inside Tom’s “paychecks VS playchecks” approach
Why life insurance is the best gift to pass on to your kids
Connect withTom: Guest Contact Info: Website: Twitter: https://twitter.com/oneincsystems Facebook: https://www.facebook.com/oneincsystems/ Linkedin: https://www.linkedin.com/company/one-inc/
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Chris Ewing – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode011Chris Ewing Leveraging previous roles, including as a CEO, founder of several successful companies, and a securities attorney, Chris began his insurance industry career in 2003 as the President and CEO of Keenan Holdings. He also served as the CTO and General Counsel of Cost-U-Less Insurance Center, growing the company from 32 locations to more than 100. After increasing the written premium to over $500M, he spearheaded the sale of the company. Chris was the Co-Founder, President, and CEO of Stonewood Insurance Services and drove written premium per employee to $2M before orchestrating the company's sale. He was also Co-Founder and CTO of ClearSide General Insurance Services and Co-Founder, General Counsel, and Executive VP of GreenPath Insurance Company. Based on these experiences, Chris founded One Inc with a goal of helping other insurance companies grow their business by transforming the way they interact with their customers. Chris received his Bachelor's degree in Business Administration from the University of California, Riverside, and his Juris Doctor from University of the Pacific McGeorge School of Law. Listen to this insightfulepisode with Chris, full of valuable financial tips:
Here is what to expect on this week’s show:
How One Inc capitalized on a unique niche to succeed
Staying on top of trends in the FinTech revolution
How customer service is becoming automatized
The importance of partnerships between software developers and insurance companies in the digital age
Connect withChris: Guest Contact Info: Website: https://www.oneinc.com/ Twitter: https://twitter.com/oneincsystems Facebook: https://www.facebook.com/oneincsystems/ Linkedin: https://www.linkedin.com/company/one-inc/
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Steven Levine – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode010Steven Levine Steve brings extensive marketing and sales experience to his role. Most recently, he led marketing for Civic Connect, a GovTech startup. He has consulted for a number of cybersecurity companies including Flashpoint, RiskSense, Qualys & Panda Security. Previously, Steve was Chief Marketing Officer at publicly-traded Edgar-Online and financial services startup UB matrix. Steve has held VP of Marketing positions at Oracle, Cassatt, Ketera and Arcot. While at Oracle, he led Oracle’s first global e-commerce marketing campaign. Steve also brings a sales perspective having held business development and sales roles at Tektronix and ParcPlace Systems. Steve has a B.S. Computer Science from Southern Methodist University.
Listen to this insightfulepisode with Steven, chock-full of valuable financial tips:
Here is what to expect on this week’s show:
Ways the business world is looking to neuroscience for new, exciting technology
How the new technology can save time and money for businesses
How machine learning, AI, and big data have shaped the business landscape
The challenges that new tech faces to break into the mainstream
Connect withSteven: Guest Contact Info: Website: https://www.cortical.io/ Brighttalk: https://www.brighttalk.com/channel/18693/ Twitter: https://twitter.com/cortical_io YouTube: https://www.youtube.com/user/ceptsystems Linkedin: https://www.linkedin.com/company/cortical-io/ Learn more about your ad choices. Visit megaphone.fm/adchoices
David Wright – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode009David Wright David Wright is a regular contributor to industry publications such as planadvisor, smartasset, Forbes, and many more. David is Executive Director of Practice Development at M&O Marketing, recruiting financial advisors and helping them reach new levels of success with their practice. David’s method combines creative marketing, branding and consultation in order to bring maximum value to the clients he serves. His emphasis on the human approach has him prioritizing the needs of everyone he works with, diligently ensuring that they feel supported in the growth of their business. David has been featured on The Annuity Show podcast and interviewed for a piece in The Thrive Global Community, sharing his unique finance insights and sales expertise with an online audience.
Listen to this insightfulepisode with David, chock-full of valuable financial tips:
Here is what to expect on this week’s show:
Common mistakes made by new financial advisors
Effective ways manage communication between attorneys and advisors
How to deal with changes in online ad regulations
What changes M&O made during COVID to be named the 2020 IMO of the Year
Connect withDavid: Guest Contact Info: Website: https://www.mandomarketing.com/ Twitter: https://twitter.com/mandomarketing Linkedin: https://www.linkedin.com/company/m&o-marketing/
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Randy Schwantz – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode008 Randy Schwantz Randy Schwantz is the founder of The Wedge Group, a successful sales training company that has a proven system to launch insurance producers and agency owners on the path to success. He developed his own CRM platform, Bignition, after he saw the need in his clients for accessible online training and a more intuitive system to manage customer data. He has conducted thousands of sales meetings, one-on-one coaching sessions with producers, and has personally trained several thousand producers in the Wedge Sales Process. His vast experience has provided him with countless hours of face to face time with insurance producers and sales leaders. In addition to being a sales training guru with a passion for helping others, Randy is a husband and father to his wife of over 30 years, Lori, and their four daughters.
Listen to this insightfulepisode with Randy, chock-full of valuable financial tips:
Here is what to expect on this week’s show:
Methods used by successful sales training companies like the Wedge
Having a proactive and reactive mindset when solving problems
Why it may be helpful to visualize the management process as a bucket
Bits of wisdom from Randy’s upcoming and previous books
Connect withRandy: Guest Contact Info: Website: https://thewedge.net/ Twitter: https://twitter.com/the_wedge_group Linkedin: https://www.linkedin.com/in/randyschwantz/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Rodney Steele – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode007 Rodney Steele Rodney Steele is the founder and CEO of Dinsmore Steele, which helps small businesses find the right Professional Employer Organization (PEO). He is a serial Entrepreneur that creates and builds companies that help challenge the status quo. He has extensive knowledge and expertise in helping small businesses compare, negotiate with, and choose the perfect PEO.
Listen to this insightfulepisode with Rodney, chock-full of valuable financial tips:
Here is what to expect on this week’s show:
What a Professional Employer Organization (PEO) is, and what they do
Why you should consider a PEO instead of a more traditional payroll provider
How firms like Dinsmore Steele have helped companies across the nation
Methods of marketing a PEO
Connect withRodney: Guest Contact Info: Website: https://www.dinsmoresteele.com/ Twitter: https://twitter.com/dinsmore_steele Linkedin: https://www.linkedin.com/in/rodneysteele/
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Phil Wasserman – The Insurance Marketing Organization Podcastwith Seth GreeneEpisode006Phil Wasserman Phillip Wasserman is the leading expert on annuities and tax free wealth transfer strategies, in addition to being a sought after speaker on the subjects. He is the author of the book Outlasting The Storm, A Guide to Annuities and Safe Retirement Planning and the publisher of the book Two Sides to the Coin-a History of Gold.
Phillip Wasserman is a former newspaper columnist on finances and considered a marketing expert. He is the founder of Wildman Marketing a specialty agency that helps advisors and other professionals expand their practices.
Listen to this insightfulepisode with Phil, chock-full of valuable financial tips:
Here is what to expect on this week’s show:
Why life insurance is booming right now
How changes in governmental policy can affect your bottom line
Marketing using emotional appeals and psychology
Success stories from Phil’s clients and friends
Connect withPhil: Guest Contact Info: Email: bigcases@aol.com Phone number: (941) 726-3183 Linkedin: https://www.linkedin.com/in/philliproywasserman/
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Brad Swineheart – The Insurance Marketing Organization Podcast with Seth GreeneEpisode005Brad Swineheart Brad has helped grow the client success team at White Glove from 12 employees to more than 50 highly trained seminar coaches and account managers. His leadership has helped guide this team to service thousands of advisors who have hosted upwards of 20,000 in-person and virtual seminars, facilitating over 500k client introductions. In his primary role, Brad now oversees creating strategic partnerships with financial institutions all across the US and Canada. He spends his time connecting with decision makers and C-level executives at financial firms and other professional service companies to build relationships on behalf of White Glove. Brad is committed to helping advisors grow their bottom lines while removing them from the bulk of the work and shielding them from the financial risk. His years of experience with helping advisors succeed with White Glove’s Quadruple Guaranteed in-person seminars has translated to two of the company’s latest platforms: White Glove Webinars, our done-for-you platform that’s helping advisors continue to educate their communities and virtually connect with prospects, and White Glove Social Connect, the social impression management tool that leverages hand-picked news articles and user reading habits to create meaningful digital touch points with advisors’ clients and prospects via social media and email.
Listen to this insightful episode with Rachel and Bruce, chock-full of valuable financial tips:
Here is what to expect on this week’s show:
Mistakes and smart moves made by financial advisors during the pandemic
How marketing and advertising changed in the COVID era, and vaccine era
Why a good advisor is valuable for an IMO in volatile times
A look into White Glove’s business model
Connect with Brad: Links Mentioned: https://whiteglove.com/
Guest Contact Info: LinkedIn: https://www.linkedin.com/in/bradswineheart
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Rachel Marshall and Bruce Wehner – The Insurance Marketing Organization Podcast with Seth GreeneEpisode004Rachel Marshall and Bruce Wehner Rachel Marshall is the Co-Founder, Chief Financial Educator, and Content Strategist of The Money Advantage. She is known for making money simple, fun, and doable. She’s currently writing a book about her near-death experience and how it became the springboard for her family’s multi-generational legacy of more than money. Bruce Wehner is the Lead Advisor of The Money Advantage, where he designs and communicates the individualized solutions that help their clients increase cash flow and financial control. Bruce leans on his experience as an educator and varsity head coach, lifelong entrepreneur, and real estate investor. He is a Nelson Nash Institute Authorized Infinite Banking Practitioner who has been practicing Infinite Banking since his parents started his first policy when he was a young child.
Listen to this insightful episode with Rachel and Bruce, chock-full of valuable financial tips:
Here is what to expect on this week’s show:
Breaking out of old models of growing cash flow
Why lack of control is a common mistake, and how to regain control of your money
Learning to manage multiple income streams
A sneak peek into Rachel’s awesome upcoming book
Connect with Rachel and Bruce: Links Mentioned: https://themoneyadvantage.com/
Guest Contact Info: Facebook: https://www.facebook.com/TheMoneyAdvantage LinkedIn: https://www.linkedin.com/company/themoneyadvantage/ YouTube: https://www.youtube.com/channel/UCUs1TpZ6gJN2LxJYBsohd9w
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Tyrone Clark – The Insurance Marketing Organization Podcast with Seth GreeneEpisode001Tyrone Clark Tyrone Clark is a nationally recognized annuity sensation! Essentially, he has dedicated his life to the field of annuities. Beginning at the age of nineteen, Mr. Clark entered the insurance industry and was uniquely captivated by the annuity market and products. He began his career by becoming an annuity-marketing specialist and attained the position of Vice-President to two successful national annuity organizations, as well as continuing his work with his clients. His company, Brokers’ Choice of America, Inc., is responsible for over one thousand distributors. Listen to this insightfulIMOepisode with Tyrone Clark about annuities as an investment vehicle for IMOs and FMOs:
Here is what to expect on this week’s show:
What makes annuities so profitable, and how to pursue that profit
Using seminars, workshops, and classes to grow your brand and income
Marketing in the digital age
What to keep in mind when designing products
Connect with Tyrone:
LinkedIn https://www.linkedin.com/in/tyrone-clark-505092108/
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John Terry – The Insurance Marketing Organization Podcast with Seth GreeneEpisode003John Terry John L. Terry, III is a 2x martial arts hall of fame inductee, international speaker and trainer, BestSelling author, and is considered an expert in leadership, communication, sales, and teambuilding. He is the founder and CEO of Black Belt Leadership, a coaching and consulting company focused on training values-based, people-centric leaders who in turn build highly motivated, results-oriented, high-performance, non-leader-dependent teams. John is a DISC-certified human behavior consultant, a Real-Life Management Master Coach & Trainer, and a CTAA-Accredited Emotional Intelligence Coach. He has been a Sales Coach and Trainer to the financial services community for more than 20 years.
Listen to this insightfulepisode with John Terry about growing an IMO:
Here is what to expect on this week’s show:
Using passion and know-how to make your IMO stand out from the rest
Traits to look for when building a team
Producer recruitment methods
John’s special brand of Black Belt Leadership
Connect with John: Links Mentioned: https://www.visionadvisorsinc.com/
Guest Contact Info: Facebook: https://www.facebook.com/visionadvisorsinc/ LinkedIn: https://www.linkedin.com/company/vision-advisors-inc/ YouTube: https://www.youtube.com/channel/UC1RxPHJuGrGSOIN4grhhjig/videos
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Clelland Green – The Insurance Marketing Organization Podcast with Seth GreeneEpisode002Clelland Green Clelland Green is the President of Benepath, Inc. who connects consumers and small businesses with insurance agents across the country. He has published articles cover a wide array of topics ranging from controlling health care costs & consumer directed healthcare to marketing, advertising and vendor selection. His articles have been published in Employee Benefit News, HR Executive, Benefits and Compensation News and several other publications.
Listen to this insightfulIMOepisode with Clelland Green about marketing and health insurance in the online age:
Here is what to expect on this week’s show:
Navigating the changing economic landscapes of the 80s, 00s, and today
Advice for those who are just starting in sales or marketing
How to best utilize Google and other search engines for your business
Ways that health insurance marketing can prepare for a change in national policy
Connect with Clelland: Links Mentioned: https://www.benepath.net/ 866-368-0377
Guest Contact Info: Twitter: https://twitter.com/clellandgreen LinkedIn: https://www.linkedin.com/in/clelland-green-5600083/
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Seth Greene is a nationally recognized direct response financial services marketing expert.. His guests are executives from successful insurance marketing organizations. Together, they will uncover tons of valuable, can't-miss tips for IMOs to expand their business, create great lasting relationships with their advisors, and influence the industry., right here on the Insurance Marketing Organization podcast. Tune in each week for a conversation with experts about tried, tested, and fine-tuned methods to grow your IMO, and up your marketing game. Running an IMO takes a lot, but luckily, our guests have what it takes. Learn more about your ad choices. Visit megaphone.fm/adchoices