• Registered Investment Advisor Podcast

  • De: Seth Greene
  • Podcast

Registered Investment Advisor Podcast Por arte de portada

Registered Investment Advisor Podcast

De: Seth Greene
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  • Resumen

  • 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.
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Episodios
  • Episode 162: Breaking the Mold: An Innovative Approach to Financial Planning

    Episode 162: Breaking the Mold: An Innovative Approach to Financial Planning
    Jul 10 2024
    Eric D. Brotman, CEO of BFG Financial Advisors, started his financial planning career in 1994 in Baltimore. He holds a BA from the University of Pennsylvania, a Master's in Financial Services, and multiple financial certifications. Eric founded Brotman Financial Group, Brotman Consulting Group, and Brotman Media Group. He's served on numerous boards, including the Maryland State Retirement & Pension System, hosted the Don’t Retire… Graduate! podcast, authored the award-winning book, Don’t Retire… Graduate!, and has contributed regularly to Forbes.com and WBAL TV. Listen to this insightful RIA episode with Eric Brotman about an innovative approach to financial planning. Here is what to expect on this week’s show: - How BFG Financial Advisors distinguishes itself by having no asset minimums and employing a younger, diverse team compared to typical financial firms. - Why BFG Financial Advisors uses custom-developed, Excel-based tools instead of off-the-shelf financial planning software. - How financial advisors should have their own financial advisors to maintain objectivity. - Why financial advisors must manage client behaviors during market volatility. - How leveraging media, speaking engagements, and published works attracts new clients. Connect with Eric: Links Mentioned: bfgfa.com X @brotmanplanning Instagram @bfgfinancialadvisors Facebook facebook.com/BFGFinancialAdvisors LinkedIn linkedin.com/company/bfgfa Learn more about your ad choices. Visit megaphone.fm/adchoices
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    21 m
  • Episode 161: From Marketing to Multimillion-Dollar Developments: The Evolution of Invata Global with Brice Holmes

    Episode 161: From Marketing to Multimillion-Dollar Developments: The Evolution of Invata Global with Brice Holmes
    Jul 3 2024
    Brice Holmes is a serial entrepreneur, investor, and founder and CEO of Invata Global Capital. Since 2013, Brice has invested in over 2,000 multifamily units across six Class A properties, as well as over 250,000 rentable square feet of trophy Class A office space. Dedicated to fostering growth within the global entrepreneurial community, Brice has also harnessed his expertise to mentor and empower over 4,000 entrepreneurs across more than 140 countries. Other vested interests for Brice and Invata Global Capital include short-term rentals and boutique hotels, focusing on a steadfast commitment to ecotourism, sustainability, and conservation. Listen to this insightful RIA episode with Brice Holmes about the evolution of Invata Global. Here is what to expect on this week’s show: - How shifting from marketing to real estate was an organic process. - How Invata Global manages over 2000 units including houses and short-term rentals. - Why navigating different real estate rules and doing your due diligence across boarders can be challenging when dealing with international real estate. - How real estate activities are variable which keeps daily routines engaging and diverse. - How Invata is looking to expand in Costa Rica as well as the United States. Connect with Brice: Links Mentioned: invataglobal.com X @InvataGlobal Instagram @invataglobal Facebook facebook.com/InvataGlobal LinkedIn linkedin.com/company/invata-global-marketing Learn more about your ad choices. Visit megaphone.fm/adchoices
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    8 m
  • Episode 160: The Future of Fuel: How Magnolia Energy Transforms Natural Gas into Profit

    Episode 160: The Future of Fuel: How Magnolia Energy Transforms Natural Gas into Profit
    Jun 26 2024
    Doug Shea serves as the Managing Member of High Gravity LP Management, LLC. Doug is married with three children. Previously, Mr. Shea was a securities broker specializing in Natural resource and Real Estate Investments for almost ten years. He holds a Bachelor’s of Science Degree in Natural Resources from Oregon State University and has previously held the Series 63 and a Series 22 Securities License. Mr. Shea., along with his brother Greg, evaluate each prospect and make collective decisions with the other Members of High Gravity Resources as to the viability of each prospect. Mr. Shea also shares responsibility for corporate compliance and due diligence. Listen to this insightful RIA episode with Doug Shea about transforming natural gas into profit. Here is what to expect on this week’s show: - How Magnolia Energy’s technology enables natural gas wells to produce more lucrative products like hydrogen or synthetic fuels instead of just selling natural gas. - Why there is a current surplus of natural gas. - How natural gas pricing is highly sensitive to regulatory decisions affecting future export capacities. - How Magnolia Energy has its own natural gas fields and wells but also collaborates with other operators interested in using their conversion technology. - How the technology not only offers higher returns but also significant tax benefits. Connect with Doug: Links Mentioned: magnoliaoilgas.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    12 m
Marketing Economía
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