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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Chris Vermeulen is a financial expert who challenges conventional investing wisdom and believes that investors should only own rising assets. With over 25 years of experience, Chris shares an alternative investment style called Asset Revesting that allows investors to achieve higher returns, lower drawdowns, and profit
Based in Georgia and Florida, Chris Quintana is a financial strategist and estate planner renowned for her innovative financial planning and alternative investment strategies. With a focus on empowering women in financial literacy, Quintana is a trusted advisor committed to her clients' success. Listen to this insightf
Bartlett President, Wealth Advisor, and Principal Holly Mazzocca serves as a guiding force for the company, the families and individuals she counsels, and the community she serves. As president, Holly guides the firm by establishing a strategic vision, building a growth culture, and enhancing the experience for every B
Unlocking Precious Metals Secrets – The RIA Podcast with Seth Greene Episode 148 Dana Samuelson Dana Samuelson is the President of American Gold Exchange and has 43 years in the industry. He enjoys an impeccable national reputation for honesty and integrity with his peers and his clients. He has flawlessly overseen tra
From Equity Analyst to Personal CFO – The RIA Podcast with Seth Greene Episode 147 Jon Ekoniak, CFP® Jon Ekoniak’s professional career blends across a range of investment and financial experience. He understands firsthand the financial challenges and opportunities that executives face and is very astute at helping to s
As CEO and Co-Founder of GYL Financial Synergies, Gerry Goldberg provides the vision required to move the firm forward, and the leadership necessary to deliver on GYL’s core promise: to be a firm with a conscience that puts client’s interests first. In addition to his primary role as CEO, he provides wealth advisory se
