Registered Investment Advisor Podcast Podcast Por Seth Greene arte de portada

Registered Investment Advisor Podcast

Registered Investment Advisor Podcast

De: 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. Economía Marketing Marketing y Ventas
Episodios
  • Episode 226: How Small Cap Strategy Can Complement Your Portfolio

    Episode 226: How Small Cap Strategy Can Complement Your Portfolio
    Oct 15 2025
    – The RIA Podcast with Seth Greene Episode 226 Brett Meyer The future of small cap investment is in active ETFs—and Toll & Co. is at the forefront. Brett Meyer, CFA, FRM, Head of Capital Formation at Towle & Co., explores the firm's small-cap value strategy. With over 43 years of success, Toll & Co. focuses on undervalued, cyclical companies, using a disciplined approach that makes it a unique player in the investment world. Brett shares how their strategy fits into clients' portfolios and the firm's recent foray into active ETFs, which aims to enhance investment opportunities.Listen to this insightful RIA episode with Brett Meyer about how Small Cap strategy can complement your portfolio.Here is what to expect on this week’s show: The unique small cap value strategy that Toll & Co. has run for over 43 years The growing role of active ETFs in investment strategies Why small cap and value strategies may be set to make a comeback The differences between ETFs, model delivery programs, and separately managed accounts The importance of understanding investor preferences and evolving trends like ESG Connect with Brett:Links Mentioned:Website: https://www.towleco.com/ Towle ETFs: https://www.towleetfs.com/ Guest Contact Info: LinkedIn: https://www.linkedin.com/in/brett-meyer-cfa-frm-b612461/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    15 m
  • Episode 225: Partnering with RIAs: The Members Trust Advantage

    Episode 225: Partnering with RIAs: The Members Trust Advantage
    Oct 8 2025
    When it comes to trust management, most firms focus on compliance—Members Trust focuses on relationships. In this episode of The RIA Podcast Episode 225, Seth Greene interviews Ken Lako, President and CEO of Members Trust Company, who is a leader in trust and fiduciary services. With over 25 years of experience in law, investment management, and trust administration, Ken shares how Members Trust focuses on both growth and compliance, helping clients build and maintain their legacies. From working with RIAs to offering personalized solutions, Members Trust is dedicated to ensuring that every trust is managed with integrity, precision, and care.Listen to this insightful RIA episode with Ken Lako about Partnering with RIAs: The Members Trust Advantage. Here is what to expect on this week’s show: Why compliance and legal risk management are now a major focus The unique role Members Trust plays in helping RIAs with trust management The difference between working with Members Trust vs. bank trustees How Members Trust ensures a seamless, end-to-end trust management process Why accessibility and service are core to the Members Trust philosophy Connect with Ken:Website: https://www.memberstrust.com/YouTube: https://www.youtube.com/channel/UCgjXfViodT8mKi5Z_f9wQcgInstagram: https://www.instagram.com/memberstrustcompany/LinkedIn: https://www.linkedin.com/company/members-trust-company/Facebook: https://www.facebook.com/memberstrustcompany/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    14 m
  • Episode 224: Waltz: Real Estate Investing Made Simple

    Episode 224: Waltz: Real Estate Investing Made Simple
    Oct 1 2025
    Real estate investing doesn’t need to be slow, confusing, or local. In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Yuval Golan, CEO and Founder of Waltz, a groundbreaking fintech-proptech platform that simplifies U.S. real estate investing—especially for foreign nationals. With experience working in 18 countries and living in 9, Yuval created Waltz to eliminate the red tape and delays that frustrate global investors trying to navigate the U.S. market. Today, Waltz offers a fully digital, end-to-end experience, covering entity formation, banking, lending, and closing, with over $300 million in applications processed so far. Key Takeaways: → Why U.S. real estate is a “blue chip” investment for foreign nationals. → How Waltz turns complex transactions into a few digital clicks. → The three paths investors take to get started with Waltz. → Why Waltz is built on compliance-first infrastructure. → How Waltz partners with real estate agents, brokers, and family offices. Yuval Golan is the Founder and CEO of Waltz, a Fintech-Proptech-Wealthtech startup simplifying how foreigners invest in, purchase, and manage U.S. residential real estate. His leadership has been recognized globally, with features in Bloomberg, Forbes, Yahoo Finance, The Washington Post, HousingWire, and more—garnering over 2.5 billion media impressions. He has also earned accolades including the 2024 Inman Best of Proptech, the Miami Israel Collective Community Recognition Award, and the FiNext Leadership Visionary Award. With experience spanning operations that generated billions across 18 countries, Golan brings deep expertise in M&A, venture capital, leveraged buyouts, and global real estate investment. Previously CEO of Unique 1 Asia International, he has built a career in business development, finance, consulting, fundraising, and sales. A true global citizen, Golan holds a BS in Economics and Business, a Joint Executive MBA from Northwestern’s Kellogg School of Management and Peking University, and is fluent in multiple languages. Connect With Yuval: Website Instagram Facebook LinkedIn YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices
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    15 m
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