Episodes

  • Bonus Episode: How RIAs Can Finally Get Weekly Referrals from Accountants & Attorneys

    Bonus Episode: How RIAs Can Finally Get Weekly Referrals from Accountants & Attorneys
    Jun 10 2026
    Discover the step-by-step system that turns accountants and attorneys into weekly referral sources for your advisory practice. In this episode of the Registered Investment Advisor Podcast, Seth Greene, Founder and CEO of Market Domination, reveals the Dream 50 referral process, designed to help registered investment advisors secure consistent weekly referrals from professional centers of influence. Drawing on decades of experience and work with more than 83 RIAs, Seth explains how to define target markets, warm up influencers through social engagement, and convert relationships into high-value leads. He also shares real client examples and the tools needed to implement this process efficiently, demonstrating how it can generate significant revenue with minimal time investment. Key Takeaways: → Define your target market precisely to focus your outreach. → Warm up influencers by engaging with them on social media and leaving reviews. → Convert influencer goodwill into actionable referrals through follow-up and strategic calls. → Capture prospect contact information and implement a multi-channel drip-follow-up system. → Done-for-you implementation by a professional staff ensures scalability and high ROI. Seth Greene is a leading authority on business growth and affiliate marketing, recognized for scaling 50 DREAM affiliates and achieving Inc. 5000 status in 2023. He co-hosts the Sharkpreneur podcast with Shark Tank’s Kevin Harrington and is ranked No. 6 among the best business podcasts to listen to. A nine-time best-selling author, Seth has been featured on NBC News, CBS News, Forbes, Inc., and CBS MoneyWatch. He is the only person in history to be nominated three consecutive years for the GKIC Marketer of the Year award. A serial entrepreneur, he has founded four successful businesses and continues to guide entrepreneurs in scaling, visibility, and building profitable ecosystems. Connect With Seth: Website: https://marketdominationllc.com/ Instagram: https://www.instagram.com/_marketdomination X: https://x.com/mktdominationus Facebook: https://www.facebook.com/MarketDominationLLC LinkedIn: https://www.linkedin.com/company/market-domination-llc Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 hr and 7 mins
  • Episode 257: What Advisors Miss About Federal Benefits

    Episode 257: What Advisors Miss About Federal Benefits
    Jun 3 2026
    Federal employees often have valuable benefits, but without the right guidance, they may not understand the rules, options, and decisions that shape their retirement. In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Cassie Graves, Founder of Fed Options Consultants and Information Services, who explains how she entered the federal benefits space, why many employees misunderstand retirement eligibility, TSP rules, survivor benefits, and insurance decisions, and how advisors can better serve this specialized market. She also discusses how financial professionals can build credibility by leading with service, understanding federal benefit language, and helping employees make more informed retirement planning decisions. Key Takeaways: → Federal benefits involve unique rules around pensions, survivor benefits, TSP withdrawals, military service credits, and retirement eligibility that many advisors overlook. → Missing prior service history, part-time service adjustments, or military deposits can significantly impact projected retirement income. → Federal employees are highly sensitive to transactional sales approaches and respond better to advisors who lead with education and genuine support. → Recent workforce restructuring, early retirement programs, and shifting government policies have created confusion around retirement timing and financial readiness. → Familiarity with federal systems, terminology, and planning structures helps advisors establish credibility and improve client confidence. Cassie Graves founded Fed Options Consultants and Information Services, LLC to provide high-level back-office federal benefits support for seasoned financial professionals serving federal employees. As the spouse of a federal employee, and with many family and friends in federal service, she saw firsthand how often benefits are misunderstood, especially approaching retirement. That insight became her mission: help employees understand the real consequences of their benefit choices. Connect With Cassie: Facebook: https://www.facebook.com/fedoptions LinkedIn (Company): https://www.linkedin.com/company/fed-options/ LinkedIn (Personal): https://www.linkedin.com/in/cassie-graves-623ba5132/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    14 mins
  • Episode 256: AI Coworkers for the Modern RIA

    Episode 256: AI Coworkers for the Modern RIA
    May 27 2026
    AI is not just another tool for advisors to buy. It may be the next coworker helping firms grow, serve clients, and reclaim capacity. In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Sam Sova, Co-Founder and CEO of Subatomic, who explains how advisory firms can use AI, data orchestration, and workflow-native agents to connect disconnected systems, improve operational efficiency, and create more personalized client engagement. He also discusses why AI adoption requires a different mindset than traditional software, how mid-sized firms can move quickly, and why the future advisor role will remain deeply human while becoming more scalable through AI. Key Takeaways: → The future of AI adoption is less about buying individual tools and more about creating AI teammates that can learn preferences, complete tasks, and operate autonomously. → Most advisory firms operate with fragmented systems that do not communicate effectively. AI becomes dramatically more powerful when client data is orchestrated into a single unified view. → Smaller and mid-sized firms can implement AI solutions quickly and adapt faster than larger institutions burdened by bureaucracy and legacy systems. → Tasks like meeting preparation, workflow automation, and data aggregation that once consumed thousands of hours annually can now be completed in minutes. → AI can help advisors create more meaningful client interactions by connecting personal interests, market events, and client data to generate relevant outreach opportunities. Sam Sova is the Co-Founder and CEO of Subatomic, where he helps wealth management firms break through the growth ceiling by hiring AI Co-Workers instead of adding headcount. Instead of layering automation on top of fragmented systems, Subatomic unifies data across the tools firms already use so AI can operate natively inside real workflows. Sam brings more than two decades of experience across marketing, strategy, and technology, with prior leadership roles at Fiserv, TIAA, AT&T, Johnson Controls, Con Edison, and Soluna. Connect With Sam: Instagram: https://www.instagram.com/subatomicai/ LinkedIn (Company): https://www.linkedin.com/company/subatomicai/ LinkedIn (Personal): https://www.linkedin.com/in/samsova/ X (Company): https://x.com/subatomicai X (Personal): https://x.com/samsova Learn more about your ad choices. Visit megaphone.fm/adchoices
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    14 mins
  • Bonus Episode: Revolutionizing Investment Analysis For Financial Advisors

    Bonus Episode: Revolutionizing Investment Analysis For Financial Advisors
    May 20 2026
    What if you could score and rank hundreds of investment funds in mere moments, based on your unique preferences? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Eric Smith, J.D., Chairman & CEO of Decision Technologies Corporation, who discusses their patented decision assistant technology, designed to help investment professionals score and rank mutual funds and ETFs. This powerful tool allows advisors to customize 48 performance factors, enabling them to select the best funds for their clients and providing deeper insights than traditional rating systems like Morningstar. Tune in to learn how this innovative software can transform how you evaluate investments, optimize portfolios, and strengthen client relationships. Key Takeaways: → Why investment professionals often struggle to understand how their choices compare across the market. → How Decision Technologies’ patented tool helps users score and rank investment funds objectively. → How this tool allows you to create personalized ranking systems tailored to your client’s goals. → How real-time ranking allows users to monitor funds and adjust as market conditions change. → Decision Technologies provides a game-changing tool for attracting new clients and managing existing investments more effectively. Eric S. Smith, J.D., is the Chairman, CEO, and Co-Founder of Decision Technologies Corporation (DTC), where he co-invented the company's patented decision-assistance technology. This technology powers DTC’s Professional RapidReview Tool (ProRRT) for investment advisors and its Retail Investment Tracking Application (RITA) for individual investors. DTC’s transformative technology enables both groups to make informed investment decisions in an increasingly complex financial landscape. Additionally, Mr. Smith serves as President of Trustee Empowerment & Protection, Inc. (TEPI), an SEC-registered investment adviser that helps retirement plan sponsors mitigate risks associated with class-action lawsuits. A licensed institutional investment consultant and attorney with over 22 years of experience in corporate and ERISA law, Eric brings a client-centric perspective to financial services, focusing on empowering individual investors and their advisors. He has spoken at various conferences on fiduciary responsibility, investment decision-making, and the flaws in the financial services marketplace. Connect With Eric: Website: https://decisionengines.tech/ https://prorrt.com/ LinkedIn: https://www.linkedin.com/in/eric-smith-82558710/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    27 mins
  • Episode 255: How to Build a Memorable Financial Brand

    Episode 255: How to Build a Memorable Financial Brand
    May 13 2026
    What if your message sounds just like everyone else, and that’s why clients aren’t choosing you? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Jody Lowe, Founder of The Lowe Group, who explores how financial advisors can stand out in an increasingly crowded and digital-first marketplace. Jody explains why earned media, thought leadership, and clear messaging are more important than ever as search behavior shifts, and generative AI prioritizes third-party validation over corporate content. Key Takeaways: → Generative AI and search trends increasingly prioritize third-party media mentions over company-owned content, making PR more critical than ever. → Advisors must clearly define who they serve, how they serve them, and what makes them different in order to stand out. → Overreliance on templated or AI-generated messaging can lead to indistinguishable brands that fail to resonate with ideal clients. → Real client stories and relatable examples help demonstrate value more effectively than technical jargon or abstract claims. → Strong communicators prepare clear, focused messages and deliver them conversationally, rather than relying on scattered talking points. Jody Lowe is president and founder of Lowe Group, an award-winning financial PR, investment communications, and digital marketing firm. As an entrepreneur who has spent her entire career in the financial services industry, Jody Lowe shows up every day to help her clients build brand awareness and achieve their PR and marketing goals. She has cultivated strong relationships with top-tier media and helps leading asset management, RIAs, and financial services firms build their brands, grow assets, and gain market share. Connect With Jody: YouTube: https://www.youtube.com/@LoweGroup-dv2pz Instagram: https://www.instagram.com/lowegroup.pr Bluesky: https://bsky.app/profile/thelowegroup.bsky.social LinkedIn (Company): https://www.linkedin.com/company/the-lowe-group-llc/ LinkedIn (Personal): https://www.linkedin.com/in/jody-lowe/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 mins
  • Bonus Episode: How Bill Good Marketing Doubles Advisor Production

    Bonus Episode: How Bill Good Marketing Doubles Advisor Production
    May 6 2026
    Why most advisors are drowning in marketing activity but starving for real results, and how to fix it before your pipeline runs dry. In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Matt Hicken, Senior Vice President of Consulting at Bill Good Marketing, who has coached hundreds of advisors and built practices from the ground up. In this discussion, Matt explains how Bill Good shifted from cold calling and direct mail to a system of documented best practices across 12 marketing channels, team structure, CRM, and branding. He details the key figures, the mistakes that hurt seminar ROI, and the step-by-step solutions that turn activity into assets. Key Takeaways: → Why most firms drown in tactics but starve for leads and how to pick winners. → How to diagnose seminars that aren’t producing and the benchmarks to aim for. → How to identify which campaigns to scale and which to stop. → Why the best ideas should become best practices that you can repeat across markets. → The biggest myth about Bill Good Marketing and how the platform now covers the whole practice, not just marketing. Matt Hicken is the Senior Vice President of Consulting and Triple Double Architect at Bill Good Marketing. During his nearly 14 years running an advisory business, Matt and his team tripled their output, growing from $500k annually to $4.5 million. In that time, they also made a major shift, moving from a 50% transactional model to a fee-based business. Matt has over 23 years of combined experience working with advisors in practice management and consultative roles. He has traveled across North America, collaborating with some of the biggest advisory firms to analyze and overcome plateaus. Matt understands the industry and the unique challenges large teams face in running a business. He possesses the tools, processes, and real-world experience of building a business managing over half a billion dollars. Connect With Matt: Website: https://www.billgoodmarketing.com/ Facebook: https://www.facebook.com/BillGoodMarketing/ LinkedIn: https://www.linkedin.com/company/bill-good-marketing/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    16 mins
  • Episode 254: The Truth About Apartment Investing Today

    Episode 254: The Truth About Apartment Investing Today
    Apr 29 2026
    What if the biggest risk in real estate investing isn’t the market, but the way you’re thinking about it? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Dwight Dunton, Founder and CEO of Bonaventure, who shares how his career began with a leveraged buyout of a struggling apartment complex and evolved into a multifaceted investment platform focused on disciplined execution and aligned capital. He breaks down the realities of market cycles and debt strategies and explains how investors can avoid costly mistakes while building sustainable wealth through multifamily real estate. Key Takeaways: → Building wealth in multifamily real estate is less about short-term flips and more about holding quality assets that generate consistent, compounding returns over time. → Using long-term, fixed-rate financing helps investors survive economic downturns and avoid being forced out during market cycles. → Market success is driven less by job growth headlines and more by how many new units are being built. → Making decisions purely for tax benefits can lead to poor outcomes; investments must stand on their own merits first. → Renovating existing properties and improving operations can create strong returns, especially when new development is constrained. Dwight Dunton is the Founder and CEO of Bonaventure, a respected multifamily investment firm. The company advises family offices and high-net-worth clients on building and preserving long-term wealth through multifamily real estate. Bonaventure focuses on development, investment, management, and tax-advantaged strategies across the Mid-Atlantic and Southeast. Connect With Dwight: Website: https://bonaventure.com/ LinkedIn: https://www.linkedin.com/in/dwightdunton/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    13 mins
  • Episode 253: Why Bitcoin Is Changing Wealth Management

    Episode 253: Why Bitcoin Is Changing Wealth Management
    Apr 22 2026
    What happens when a traditional financial planner realizes the old playbook no longer fits the future of wealth preservation? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Eric Runge, founder of Family Office Bitcoin, who breaks down his firm’s approach to risk-managed Bitcoin exposure, including downside-protected ETF strategies, and explains why he draws a sharp line between Bitcoin and the broader crypto market. Runge also touches on portfolio construction, family office dynamics, and the realities of building trust in institutional circles. Key Takeaways: → When advisors offer the same portfolios and products, it becomes difficult to differentiate and demonstrate unique value to clients. → Breaking away from traditional firms allows advisors to choose their own strategies, vendors, and direction. → A distinction is made between Bitcoin and the broader crypto market, with Bitcoin seen as a unique asset due to its scarcity and structural properties. → Using tools like downside-protected ETFs and risk signals allows advisors to participate in Bitcoin’s upside while attempting to reduce volatility. → Institutional clients prioritize governance, trust, and long-term capital preservation, often evaluating the advisor as much as the strategy. Eric Runge is the founder of Family Office Bitcoin, a Registered Investment Advisor serving family offices managing $50M+ in assets. He doesn't pitch crypto. He builds institutional-grade Bitcoin portfolios designed for the kind of long-term capital allocators who measure success in generations, not quarters. Connect With Eric: Website: https://familyofficebitcoin.com/ LinkedIn: https://www.linkedin.com/in/eric-runge-veritas/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    16 mins