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Registered Investment Advisor Podcast

Registered Investment Advisor Podcast

By: Seth Greene
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About this listen

 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. Economics Marketing Marketing & Sales
Episodes
  • Episode 205: Money Grows on Trees: Time Rich and Financially Free by 40

    Episode 205: Money Grows on Trees: Time Rich and Financially Free by 40
    May 21 2025
    What if you could break free from the rat race, create lasting wealth, and take back your time—all before turning 40? In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Lloyd Ross—a lawyer-turned-entrepreneur, bestselling author of Money Grows on Trees and Money Buys Happiness, and host of the top-rated "Money Grows on Trees" podcast. He shares how he built a multimillion-dollar wealth education empire, achieved financial independence in his 30s, and secured a major publishing deal with Wiley for his newest book, Become Time Rich. Tune in as he unpacks the mindset shifts, investing principles, and business strategies that helped him and thousands of students worldwide escape the 9-to-5 grind. Key Takeaways: → How a career pivot sparked a mission to teach financial freedom and build time-rich lives. → The key mindset shifts behind building wealth and reclaiming your time. → Why most people never learn the basics of money – and how to change that. → The power of books, funnels, and Facebook ads in scaling a financial education movement. Lloyd Ross is a multiple seven-figure investor, entrepreneur, and financial educator dedicated to helping others achieve financial freedom. As a 2-Comma Club Award Winner (ClickFunnels) and Legacy Club Millionaire (Isagenix), he has built a reputation for success in wealth-building and business growth. Lloyd is the author of three insightful books: Money Grows on Trees (simplifying wealth-building), Money Buys Happiness (revealing the truth about money and fulfillment), and Become Time Rich (his latest book, published by Wiley). He also hosts the award-winning Money Grows on Trees podcast, which boasts over 155 five-star reviews. Connect With Lloyd: Lloyd Ross Instagram X Facebook Learn more about your ad choices. Visit megaphone.fm/adchoices
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    14 mins
  • Episode 204: The Advisor's Secret Weapon: How Practifi Drives Growth

    Episode 204: The Advisor's Secret Weapon: How Practifi Drives Growth
    May 14 2025
    What if your CRM could actually help you grow instead of holding you back? Adrian Johnstone reveals how Practifi is transforming the way wealth management firms operate, scale, and serve their clients. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Adrian Johnstone, co-founder of Practifi, who shares how his purpose-built CRM platform empowers financial advisory firms to streamline operations, unlock scalable growth, and deepen client relationships. From leveraging AI for smarter workflows to enabling firms to increase their M&A capacity fivefold, Adrian breaks down why Practifi is more than just a CRM—it's the future of advisor tech. Key Takeaways: → How Practifi helps advisory firms scale faster. → Why Practifi’s role-based CRM design empowers every team member. → How Practifi leverages AI to automate workflows and surface hidden growth opportunities. → How Practifi turns disconnected data into actionable insights. → Why over 10,000 users across hundreds of firms trust Practifi to power their operations, drive growth, and stay one step ahead in a changing tech landscape. Adrian Johnstone has over 20 years of experience helping businesses of all sizes leverage technology for growth. A regular presenter at industry events in Australia and the United States, Adrian offers deep insight into the technology needs of advisors. Adrian owns Practifi’s global go-to-market strategy and direction. Connect With Adrian: Practifi Instagram X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
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    18 mins
  • Episode 203: Scaling Hightower from $50B to $200B AUM Driving Growth Without Losing Independence

    Episode 203: Scaling Hightower from $50B to $200B AUM Driving Growth Without Losing Independence
    May 7 2025
    What does it take to scale a $200B wealth management powerhouse while preserving the heart of independent advice? In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Bob Oros, Chairman and CEO of Hightower. Bob shares how he transformed a $50B firm into a $200B national wealth management platform by empowering advisors with scale, resources, and entrepreneurial freedom. Drawing on insights from over 50 M&A deals and decades in the industry, Bob discusses leadership lessons, organic growth strategies, and how Hightower helps top advisors deliver extraordinary client experiences. Key Takeaways: → Why successful mergers and acquisitions require saying no to deals that don’t align with your company’s culture and goals. → How communication and culture are central to managing rapid growth while remaining nimble. → How Hightower provides advisors with services that include HR, compliance, finance, centralized investments, and a national trust company. → How advisors can choose which Hightower services to adopt. → Why Hightower focuses on helping advisors free up time and serve clients to attract new clients. Bob Oros is Chairman and CEO of Hightower, a national wealth management firm that invests in and empowers financial advisory businesses to drive growth and help clients achieve ‘well-th. rebalanced.’ Under Bob’s leadership, Hightower has transformed its business and culture, accelerated acquisitions, expanded services for advisors, and achieved consistently strong organic growth. He has over 25 years of strategic and operational experience, with a track record of successfully recruiting, retaining, and supporting advisors. Connect With Bob: Hightower Advisors TikTok X LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
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    20 mins
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