Registered Investment Advisor Podcast
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.
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Dr. Jeff D. Standridge helps organizations and their leaders generate sustained results in the areas of innovation, strategy, profit growth, organizational effectiveness and leadership. Formerly a Vice President for Acxiom Corporation, he has led established and startup businesses in North & South America, Europe, Asia
Joesph Romano assists over 600 small to mid-size businesses and individual clients. For over 20 years, he has been an Advanced Certified QuickBooks ProAdvisor as well as Certified QuickBooks Point-of-Sale advisor and is extremely knowledgeable with most QuickBooks products. Joe previously served on the board of Entrepr
Mastering Life Insurance Distribution for Affluent Clients: The Power of National Brokerage Atlantic
Jimmy Milliron is the President and sole owner of National Brokerage Atlantic (NBA), a leading Brokerage General Agency specializing in life insurance for affluent clients and privately-held companies. Since taking the helm in 2019, Jimmy has driven NBA's growth and strategic vision, offering unmatched expertise and ma
An academic-turned-practitioner, Michelle Frasher, PhD, CAMS brings over 20 years of subject expertise in geopolitics, finance, terrorism, and data privacy with leadership experience in leading multi-disciplinary teams to build AML/CFT and Sanctions compliance products and services for a global clientele. She is curren
Hasseeb Rahman is Portfolio Manager at The Palisades Group and has been with the Firm since 2014. He is responsible for overseeing the deployment and management of various fund strategies and vehicles, ensuring their effective implementation. As co-leader of the Portfolio Management Team, Mr. Rahman plays a vital role
With almost twenty-five years of experience as a financial advising professional, Jeffrey Panik, MSFS, CFP® knows that his job is to help clients strike a balance between living well today and planning for the future. Throughout his career, Jeff has worked with hundreds of families, individuals, and small businesses to
