『Registered Investment Advisor Podcast』のカバーアート

Registered Investment Advisor Podcast

Registered Investment Advisor Podcast

著者： Seth Greene
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 The Registered Investment Advisor podcast is a financial services marketing podcast for every financial service from insurance to investment advising. Host Seth Greene is a nationally recognized direct response financial services marketing expert. Guests on the RIA Podcast will include experts in the insurance marketing field. In each interview, they share financial tips and tricks to help other people in financial services and producers to up their game.Copyright 2021 Insurance Marketing Organization Podcast |Seth Greene |All Rights Reserved. マーケティング マーケティング・セールス 経済学
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  • Episode 213: How Concurrent Supports RIAs to Grow and Scale

    Episode 213: How Concurrent Supports RIAs to Grow and Scale
    2025/07/16
    Discover how Concurrent is empowering RIAs with scalable solutions, autonomy, and strategic investments to drive business growth and enhance client service. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Nate Lenz, co-founder and CEO of Concurrent, a platform created to support independent wealth management firms. Nate explains how Concurrent has evolved from a consulting firm to a leading force in the RIA space, managing over $13 billion in assets. He discusses how Concurrent helps RIAs grow by providing crucial back-office support, technology, and even minority equity investments. If you're an advisor aiming to expand or shift to independence, this episode offers useful insights into how Concurrent's innovative platform can boost your practice Key Takeaways: → How Concurrent helps independent advisors gain the benefits of scale without sacrificing autonomy. → The role of technology, compliance, and operations in enabling advisors to focus on client relationships. → The strategic investment model and how Concurrent is offering minority equity stakes in affiliated RIAs. → Insights into the cultural shift in the wealth management space, with more firms leaving traditional models for independence. → The challenges and rewards of scaling an RIA platform and attracting top talent in a competitive market. Nate Lenz is the CEO and Co-Founder of Concurrent, a $7 billion OSJ-turned-RIA recognized as an InvestmentNews Best Place to Work in 2023. With over a decade of experience in the financial industry, Nate has built his career around supporting and empowering independent financial advisors to succeed without relying on traditional big-firm backing. Before launching Concurrent, he was Co-Founder and Managing Partner at I&A Consulting, specializing in mergers, acquisitions, and advisor recruiting. Earlier in his career, Nate served as Vice President of Succession Planning & Acquisitions at Raymond James Financial Services, where he led an in-house consulting team supporting more than 4,000 independent advisors. His experiences have fostered a strong commitment to helping advisors grow their businesses and navigate every stage of the entrepreneurial journey. Connect With Nate: Website Instagram Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
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    16 分
  • Episode 212: Water and Wall: Revolutionizing PR and Marketing for RIAs

    Episode 212: Water and Wall: Revolutionizing PR and Marketing for RIAs
    2025/07/09
    Discover how financial advisors can stand out and grow their business by educating clients and using innovative marketing strategies. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Andrew Healy, Partner and Co-Founder at Water & Wall, who shares his insights on how wealth management firms and RIAs can use digital marketing and public relations to stand out in a crowded industry. With over 20 years of experience in financial marketing, Andrew emphasizes the importance of building a strong personal and professional brand, creating educational content, and leveraging emerging channels, such as AI. Key Takeaways: → Why building a personal brand for executives is crucial for attracting top talent. → The shift towards education-focused content in marketing financial services. → How to connect with next-gen clients and differentiate your firm from competitors. → The importance of consistency in educating clients and building trust. → How AI is reshaping digital marketing and making firms more efficient. Andrew Healy splits his time between managing the agency’s operations and growth and working closely with clients to tell their stories. As an entrepreneur, owner, and communications expert, Andrew’s workday focuses on both his clients’ success and his own. With more than 20 years of experience in marketing and communications, on both the agency and brand sides, he offers extensive knowledge from working with financial and professional services firms of all sizes. His dedication to excellence shows in his history of delivering impactful results, and his leadership is marked by a dynamic approach to navigating the constantly changing marketing and agency landscape. Andrew actively participates in the financial marketing community, serves as a 2025 PRSA-NY board member, is part of the PRSA’s Banking & Finance section, and was included in PR Week’s 40 Under 40 list. Connect With Andrew: Website Instagram LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
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    14 分
  • Episode 211: Time Ahead: Investing for Prosperity and Impact

    Episode 211: Time Ahead: Investing for Prosperity and Impact
    2025/07/02
    Learn how to build lasting wealth while making a meaningful impact through long-term investing, smart impact strategies, and navigating today’s complex market. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Ryan Zabrowski, author of Time Ahead: Investor’s Guide to Prosperity and Impact, who shares his unique approach to long-term investing that balances financial growth with social responsibility. With over twenty years of experience as a portfolio manager and a background in the Marine Corps, Ryan provides practical insights on impact investing, market cycles, and maximizing returns. He also discusses how emerging trends, such as longevity science, are shaping the future of investing and prosperity. Key Takeaways: → Explore the core principles behind balancing prosperity and impact in investing. → Learn how long-term focus and price discipline drive successful portfolio management. → Understand common misconceptions about impact investing and how to align it with financial goals. → Discover how emerging trends, such as longevity science, could transform market expectations. → Practical advice for individual investors looking to incorporate impact strategies into their portfolios. Ryan Zabrowski, CFP®, is an experienced investment advisor and portfolio manager with over twenty years of background in financial and investment management. He has collaborated with well-known institutions such as the Washington University Endowment, Morgan Stanley, and Merrill Lynch before joining Krilogy in 2019. Ryan earned a B.S. in Finance from the University of Missouri and an M.S. in Finance from Golden Gate University. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a member of both the Chartered Financial Analyst Institute and the American Finance Association. In 2024, Ryan published Time Ahead, an investing strategy book that summarizes decades of research into an easy-to-understand guide for building long-term wealth. Connect With Ryan: X LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
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    18 分

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