Registered Investment Advisor Podcast

Venture capital is no longer just for the ultra-wealthy. Discover how a unique strategy is opening up exclusive investment opportunities to a wider audience. In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Jeff Ransdell, Managing Director and Founding Partner at Fuel Venture Capital, who explains how his deep knowledge of the wealth management industry is helping to democratize access to high-value venture capital opportunities. Drawing on his experience at Merrill Lynch, Jeff discusses his shift into venture capital and why scarcity in investment opportunities is now crucial to success. Tune in to learn about the future of AI investments and how Fuel Venture Capital supports financial advisors and family offices in navigating these changing markets. Key Takeaways: → How traditional financial services are evolving due to the rise of AI and technology. → The importance of scarcity in venture capital investments. → The role of AI in identifying the best investment opportunities. → How venture capital is changing and focusing on early-stage tech companies. → How venture capital is evolving in response to current global economic conditions. With over 30 years of experience in wealth management, Jeff Ransdell has a deep understanding of the changing needs of financial advisors and their clients. As a former Managing Director at Merrill Lynch, he managed $130 billion in client assets. Now, as the founder of Fuel Venture Capital, Jeff helps financial advisors incorporate high-growth venture investments into their diversification strategies. Fuel connects Silicon Valley with Main Street, giving private clients access to transformative companies. Jeff leads discussions on the future of investing, private markets, and how AI will influence wealth management, providing solutions for next-generation investors. Connect With Jeff: Website Instagram Facebook LinkedIn Fuel Venture Capital LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Financial freedom isn't a pipe dream—it's a journey. In this episode, we dive into how women can take control of their financial futures, build wealth, and change the narrative. In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Michelle Taylor, founder of Women in Wealth Initiative, who talks about her mission to empower women to build their financial futures. From overcoming personal finance challenges to creating a supportive community, Michelle shares her insights on how women can break free from limiting beliefs and take control of their financial well-being. Through her podcast Talk Wealthy to Me, Michelle brings in experts and provides actionable advice to help women achieve lasting financial success. Key Takeaways: → The importance of educating yourself and taking control of your money. → Overcoming the misconception that women aren’t good with money. → The importance of creating a supportive community for women in finance. → Why protecting your wealth is just as important as growing it. → How to shift from a scarcity mindset to one of abundance. Michelle Taylor is the founder of the Women in Wealth Initiative, a transformative platform dedicated to empowering women to take control of their financial futures. With over ten years of experience in financial services, Michelle is focused on closing the wealth gap by offering financial education and building a supportive community for women from all backgrounds. Whether business owners preparing for exit strategies or stay-at-home moms managing household budgets, Michelle’s initiative helps women define and pursue their version of financial success with confidence and clarity. Connect With Michelle: Website Instagram Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn how to preserve wealth across generations and understand the importance of family governance in making sure your legacy continues and prospers for many years. In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Tom Rogerson, President and CEO of GenLeg Co., Inc. He is a leading expert in family governance and wealth preservation. With decades of experience in financial planning and estate management, Tom discusses the challenges wealthy families face in managing and preserving their wealth across generations. He emphasizes the importance of family unity, governance, and philanthropy in preserving wealth while fostering strong, responsible family dynamics. Learn why proactive family planning is crucial for avoiding the generational breakdown that can lead to wealth dissipation. Key Takeaways: → How family wealth preservation isn’t just about financial assets. → Why high-net-worth families often lack trust and struggle working together. → The importance of starting family governance practices early. → Proactive family philanthropy can be an effective way to bring family members together. → It’s a misconception that wealth ensures family unity. As a recognized leader and pioneer in family governance worldwide, Tom Rogerson utilizes his “7 Steps to Healthy Family Governance” to help families enhance communication, develop a philanthropic vision, plan for legacy, manage succession, and provide education. Tom integrates these key issues into a client’s comprehensive wealth management plan, helping to prepare the family for the wealth and the wealth for the family. He brings over forty years of experience to the wealth management industry, where he has advised and educated families, helping them transfer significant assets—both tangible and intangible—from one generation to the next. Connect With Tom: Website LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Pre-IPO investments present great growth opportunities, but how can you navigate this high-stakes market successfully? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Christine Healey, Founder of Healey Pre-IPO, who shares valuable insights into the complexities of pre-IPO trading, blending her experience in investment banking and brokerage. She emphasizes the growing need for professional guidance in the increasingly fragmented pre-IPO market and highlights the importance of building personal, trust-based relationships in the investment process. With her extensive global network and years of experience, Christine empowers clients to access and negotiate profitable pre-IPO deals through a personalized approach, ensuring the best opportunities for success. Key Takeaways: → Discover the common pitfalls buyers face in the pre-IPO market. → How a personalized concierge service enhances the pre-IPO experience. → Why working with a professional in pre-IPO trading is crucial. → The risks and rewards of investing in pre-IPO companies. → Insights on how global networks can influence local pre-IPO deals. Christine Healey is the founder of Healey Pre-IPO, a service dedicated to providing personalized, high-quality pre-IPO brokerage services. With over $600 million in closed pre-IPO transactions, Christine has built a reputation for success in both the U.S. and APAC markets, including two years of experience working in Hong Kong. Her impressive career includes serving as a Portfolio Manager at Destiny (NYSE:DXYZ) and Senior Director at Forge (NYSE:FRGE), following her roles as an Investment Banker at Credit Suisse and Jefferies. A University of Chicago alumnus, Christine also boasts an extensive global network, including individuals, funds, platforms, service providers, and brokers. Known for her ultra-motivated, detail-oriented approach, Christine's focus is always on delivering superior client experiences with a personal touch, ensuring each transaction meets the highest standards of excellence. Connect With Christine: Website LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

If building and preserving wealth feels overwhelming, these insights are designed for ultra-high-net-worth families and corporate executives like you. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Gerasimos Efthimiatos, CEO of Chesapeake Asset Management, who shares his extensive experience in managing multi-asset portfolios for high-net-worth individuals and families. After 18 years in the hedge fund industry, Gerasimos now leads an innovative wealth management firm that focuses on both traditional securities and alternative investments. From offering customized wealth solutions for corporate executives to using strategic tax-aware investment strategies, Gerasimos and his team at Chesapeake help clients protect and grow their wealth across public and private markets. Key Takeaways: → The importance of offering both traditional and alternative asset solutions. → Why alternative investments are crucial for ultra-high-net-worth families. → The key to differentiating a wealth management firm in a crowded market. → The rise of multi-asset portfolios and how to manage them effectively. → The role of sophisticated clients in helping shape investment offerings. Gerasimos Efthimiatos is an investor and strategist with twenty years of experience investing in both public and private companies globally. He is CAM’s CEO and Managing Partner, where he oversees both direct and externally managed investments. Gerasimos has advised family offices, endowments, and foundations on asset allocation and investment selection, and has deep alternative investment domain expertise across private equity, hedge funds, and venture capital. Previously, Gerasimos held senior portfolio and risk manager roles in hedge funds, including as Partner at Habrok Capital Partners, an equity long/short fund based in London. He received a Master of Engineering from University of London’s Imperial College of Science, Technology, and Medicine and an MBA from Cornell University’s Johnson School of Management. Connect With Gerasimos: Website Learn more about your ad choices. Visit megaphone.fm/adchoices

💡 From the Gridiron to Financial Guidance: How One Former Athlete is Changing Lives in Underserved Communities In this episode of Legacy Leaders, Katie Beth and Oliver sit down with Jazz Scott, a former athlete turned financial advisor with a mission to elevate financial literacy in underserved communities. Together, they explore the intersection of sports, financial planning, and social impact, sharing valuable insights and practical tips for listeners. Jazz draws from his powerful personal story and professional journey to discuss overcoming financial illiteracy, supporting young athletes, and empowering everyday people to build lasting legacies. This episode is a must-listen for aspiring financial advisors, athletes, and anyone passionate about using personal experience to create community change. Key Takeaways: ● 🏈 Discipline Transfers: The discipline and preparation needed in sports translates directly into success in financial planning. ● 🌱 Start Early, Stay Consistent: No matter your background or income, it’s never too early or too late to start building your financial future. ● 💬 Financial Literacy Empowers: Teaching people how to manage what they already have is just as important as helping them earn more. ● 🤝 Relatable Advisors Matter: Representation and relatability help break down barriers of fear and distrust in financial conversations. ● 🚫 Block the Noise: Social media comparison can be misleading—focus on your own path and financial goals. Quotes from Jazz Scott: ● “You do a lot of beating on your body playing sports—here, you do a lot of beating on your brain.” ● “If you have $5 to start saving with, it’s a great time to reach out to a financial advisor.” ● “I want my legacy to be that Jazz was a person who helped people that were overlooked—and broke the barriers for others to follow.” 🔗 Conclusion: Financial education is not just about numbers—it's about empowering people to dream, plan, and live fully. Jazz Scott is doing just that, one client at a time. Learn more about your ad choices. Visit megaphone.fm/adchoices

Gold doesn't need to sit in a vault — now it can be spent just like regular money! In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Jeremy Cordon, Founder and CEO of Goldback Inc. He discusses an innovative solution for using gold as everyday currency. Jeremy explains how Goldback makes physical gold accessible, spendable, and practical for modern transactions, providing an inflation-proof way to protect and trade wealth. Learn how this unique product has quickly grown and what the future holds for Goldback in the world of finance. Key Takeaways: → Why people wanted to be able to use gold for everyday transactions. → How Goldback operates, and its value compared to the spot price of gold. → How Goldback addresses the problem of inflation and offers a practical alternative to traditional money. → Why small businesses are adopting Goldback for payments. → How financial advisors can use Goldback to provide clients with a tangible, inflation-resistant investment. Jeremy Cordon, Founder and CEO of Goldback Inc., is passionate about precious metals and sound money. During an internship at the Libertas Institute, he connected with Larry Hilton, which led to a role at the United Precious Metals Association (UPMA). There, he helped grow membership from 400 to 25,000. Jeremy later focused his efforts on creating Goldbacks—a physical gold currency designed to preserve wealth and strengthen local economies. Under his leadership, Goldbacks have expanded to multiple state series, empowering individuals and communities with a practical tool for financial stability. Connect With Jeremy: Website Instagram TikTok X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Explore how a seasoned CEO leads a $6 billion advisory firm through complex client challenges, evolving advisor expectations, and a rapidly changing financial landscape. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Julie Parisio Roy, CEO and Wealth Manager at Badgley Phelps Wealth Management, which manages $6 billion in assets. She shares insights from nearly 30 years in the industry. She explains how her firm serves over 1,100 families, focusing on complex financial planning, generational wealth, and adapting to evolving client expectations. Julie also discusses how she balances client needs while leading and growing a diverse team in today’s dynamic market. Key Takeaways: → Why complexity in client situations can be an advisor’s opportunity. → How long-standing client relationships fuel new business growth. → The impact of recent state-level tax changes on estate planning. → Strategies for managing investment anxiety in volatile markets. → How a slow-and-steady hiring approach builds strong teams. Julie Parisio Roy joined Badgley Phelps in 2004 and serves as the chief executive officer, director of financial planning, and a wealth manager. She manages portfolios for high-net-worth private clients, aiming to help them find the ideal balance between enjoying their wealth and feeling secure about its longevity and legacy. Connect With Julie: Website Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how cutting-edge technology is revolutionizing health insurance and Medicare planning, helping financial advisors bridge a critical gap for their clients facing retirement decisions. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Drew Shockley, Co-Founder & Head of Development at Move Health, who shares insights from his 20 years of experience transforming health insurance and Medicare planning for early retirees and financial advisors nationwide. With a background in building successful insurance companies and launching MoveHealth’s innovative software platform, Drew explains how technology is making complex healthcare decisions easier. Learn how his approach is helping millions of people confidently prepare for retirement, while also strengthening client-advisor relationships. Key Takeaways: → Learn why health insurance planning is frequently overlooked during retirement planning. → Understand the challenges financial advisors face when guiding clients through health insurance options. → Hear how closing the feedback loop between clients and advisors improves ongoing health plan management. → Explore how meeting health insurance needs affects client retention and satisfaction. → Recognize the importance of using proactive health planning tools in today’s changing retirement environment. Drew Shockley is the Co-Founder and Head of Development at Move Health. Originally from East Tennessee, Drew relocated to Indiana for college and has remained there ever since. He began his career in 2005 with Anthem Blue Cross Blue Shield, one of the nation’s largest healthcare insurance carriers. Over the past 20 years, Drew has trained thousands of agents in the health and Medicare space, equipping them to better serve their clients with confidence and clarity. A serial entrepreneur, Drew has also been a founding member or investor in three successful startups within the healthcare industry, demonstrating a consistent track record of innovation and leadership. Connect With Drew: Website Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how rare earth and technology metals are driving the future of energy, technology, and global markets—and why smart investors can’t afford to overlook them. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Louis O'Connor, founder of Strategic Metals, who shares his journey into the world of rare earth and technology metals. With years of experience in the industry, Louis reveals how these critical resources are powering the future of energy, technology, and global markets. As a leading expert in the field, Louis explains why savvy investors should be paying close attention to this rapidly growing asset class. Key Takeaways: → How investing in rare earth and technology metals provides unique opportunities for long-term growth in critical industries such as energy, AI, and defense. → How rare earth metals are essential for technological progress in the 21st century. → Why investing in these metals can be a strategic move, providing a hedge against traditional stock market volatility and economic uncertainty. → Why supply chain constraints cause scarcity-driven price spikes in rare earth metals like gallium and dysprosium. → How physical ownership and secure storage of rare earth metals enhance an investment portfolio by adding value while keeping liquidity and market access. Louis O’Connor is the Founder and Principal of Strategic Metals Invest, the only global supplier that allows private investors to directly own strategic metals—including Technology Metals, Rare Earth Metals, Green Metals, and Rare Earth Elements. With over 30 years of experience and clients in more than 70 countries, Louis is a leader in a rapidly evolving industry that makes headlines worldwide. He is a highly sought-after expert, having appeared on CNBC, Cashflow Ninja, and other prominent platforms. His insights show how strategic metals provide a unique hedge against inflation, serve as a smart diversification strategy, and play a vital role in the global economy. Connect With Louis: Website X Facebook Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how Concurrent is empowering RIAs with scalable solutions, autonomy, and strategic investments to drive business growth and enhance client service. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Nate Lenz, co-founder and CEO of Concurrent, a platform created to support independent wealth management firms. Nate explains how Concurrent has evolved from a consulting firm to a leading force in the RIA space, managing over $13 billion in assets. He discusses how Concurrent helps RIAs grow by providing crucial back-office support, technology, and even minority equity investments. If you're an advisor aiming to expand or shift to independence, this episode offers useful insights into how Concurrent's innovative platform can boost your practice Key Takeaways: → How Concurrent helps independent advisors gain the benefits of scale without sacrificing autonomy. → The role of technology, compliance, and operations in enabling advisors to focus on client relationships. → The strategic investment model and how Concurrent is offering minority equity stakes in affiliated RIAs. → Insights into the cultural shift in the wealth management space, with more firms leaving traditional models for independence. → The challenges and rewards of scaling an RIA platform and attracting top talent in a competitive market. Nate Lenz is the CEO and Co-Founder of Concurrent, a $7 billion OSJ-turned-RIA recognized as an InvestmentNews Best Place to Work in 2023. With over a decade of experience in the financial industry, Nate has built his career around supporting and empowering independent financial advisors to succeed without relying on traditional big-firm backing. Before launching Concurrent, he was Co-Founder and Managing Partner at I&A Consulting, specializing in mergers, acquisitions, and advisor recruiting. Earlier in his career, Nate served as Vice President of Succession Planning & Acquisitions at Raymond James Financial Services, where he led an in-house consulting team supporting more than 4,000 independent advisors. His experiences have fostered a strong commitment to helping advisors grow their businesses and navigate every stage of the entrepreneurial journey. Connect With Nate: Website Instagram Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how financial advisors can stand out and grow their business by educating clients and using innovative marketing strategies. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Andrew Healy, Partner and Co-Founder at Water & Wall, who shares his insights on how wealth management firms and RIAs can use digital marketing and public relations to stand out in a crowded industry. With over 20 years of experience in financial marketing, Andrew emphasizes the importance of building a strong personal and professional brand, creating educational content, and leveraging emerging channels, such as AI. Key Takeaways: → Why building a personal brand for executives is crucial for attracting top talent. → The shift towards education-focused content in marketing financial services. → How to connect with next-gen clients and differentiate your firm from competitors. → The importance of consistency in educating clients and building trust. → How AI is reshaping digital marketing and making firms more efficient. Andrew Healy splits his time between managing the agency’s operations and growth and working closely with clients to tell their stories. As an entrepreneur, owner, and communications expert, Andrew’s workday focuses on both his clients’ success and his own. With more than 20 years of experience in marketing and communications, on both the agency and brand sides, he offers extensive knowledge from working with financial and professional services firms of all sizes. His dedication to excellence shows in his history of delivering impactful results, and his leadership is marked by a dynamic approach to navigating the constantly changing marketing and agency landscape. Andrew actively participates in the financial marketing community, serves as a 2025 PRSA-NY board member, is part of the PRSA’s Banking & Finance section, and was included in PR Week’s 40 Under 40 list. Connect With Andrew: Website Instagram LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn how to build lasting wealth while making a meaningful impact through long-term investing, smart impact strategies, and navigating today’s complex market. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Ryan Zabrowski, author of Time Ahead: Investor’s Guide to Prosperity and Impact, who shares his unique approach to long-term investing that balances financial growth with social responsibility. With over twenty years of experience as a portfolio manager and a background in the Marine Corps, Ryan provides practical insights on impact investing, market cycles, and maximizing returns. He also discusses how emerging trends, such as longevity science, are shaping the future of investing and prosperity. Key Takeaways: → Explore the core principles behind balancing prosperity and impact in investing. → Learn how long-term focus and price discipline drive successful portfolio management. → Understand common misconceptions about impact investing and how to align it with financial goals. → Discover how emerging trends, such as longevity science, could transform market expectations. → Practical advice for individual investors looking to incorporate impact strategies into their portfolios. Ryan Zabrowski, CFP®, is an experienced investment advisor and portfolio manager with over twenty years of background in financial and investment management. He has collaborated with well-known institutions such as the Washington University Endowment, Morgan Stanley, and Merrill Lynch before joining Krilogy in 2019. Ryan earned a B.S. in Finance from the University of Missouri and an M.S. in Finance from Golden Gate University. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a member of both the Chartered Financial Analyst Institute and the American Finance Association. In 2024, Ryan published Time Ahead, an investing strategy book that summarizes decades of research into an easy-to-understand guide for building long-term wealth. Connect With Ryan: X LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the key to growing your financial practice wasn’t just helping clients build wealth, but helping them live longer, healthier, and happier lives? In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Jon Sabes, the founder of LongevityFP, a financial services entrepreneur, a longevity expert, and the author of Healthy, Wealthy, Longevity: Your Blueprint for a Happier, More Prosperous Future. As the founder of LongevityFP and a former CEO of a public company, he shares how he combines cutting-edge science with holistic financial planning to help advisors and clients rethink wealth through the lens of health, purpose, and happiness. Drawing on insights from Blue Zones and epigenetics, as well as retirement strategies, this conversation is a must-listen for forward-thinking financial professionals. Key Takeaways: → How longevity science is reshaping financial planning and client relationships. → Learn why traditional wealth strategies may be missing a key factor: lifespan. → Explore the connection between health, happiness, and financial independence. → Discover how Blue Zone principles can foster deeper client engagement and achieve better outcomes. → How advisors can grow their practices with purpose-driven lead generation. Jon Sabes is an entrepreneur, author, and pioneer in the longevity and financial services industry. With a focus on how longevity impacts every aspect of financial planning, Jon is dedicated to helping individuals achieve their dreams through good health and financial prosperity. Jon has launched multiple ventures and authored works that bridge the gap between wellness, financial planning, and longevity science. Connect With Jon: Website Instagram Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Imagine preserving your family's history in a way that future generations will treasure forever—this isn’t just storytelling, it’s legacy-building. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Chance McClain, the founder of Heritage Films, who shares his unique journey from traditional graphic design to becoming a leader in preserving family legacies through high-quality documentary filmmaking. With over 800 films created, Chance’s company specializes in crafting deeply personal films that go beyond ordinary storytelling to capture the essence of family history and values. Heritage Films stands apart with its commitment to cinematic excellence and its ability to make every film feel like a heart-to-heart conversation that transcends generations. Key Takeaways: → Learn why family stories deserve to be preserved in cinematic quality. → How a traditional 2-3 day filming process results in a deeply personal documentary. → The impact of high-quality, emotionally charged documentaries on family legacies. → How Heritage Films operates remotely, offering flexibility while maintaining a personal touch. → The value of preserving family history through documentaries, not just stories. Chance McClain is a creative powerhouse, blending a rich background in filmmaking, radio, and theater with a passion for storytelling. As the founder of Heritage Films, Chance has created more than 800 feature- length documentaries, celebrating family stories and life legacies. His work has connected generations, preserving the essence of individuals and families through visually stunning films. Today, Chance leads his team at Heritage Films with a heartfelt commitment to authenticity, merging technical expertise with an artistic touch. Whether inspiring others to embrace their past or discussing the art of storytelling, he captivates audiences and helps them see the value in preserving their own legacies. Connect With Chance: Website Instagram X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

What if everything you’ve been taught about managing your money as a business owner was wrong, and the real path to lasting wealth starts with becoming your own bank? In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with M.C. Laubscher, founder of Producers Wealth and creator of the Cashflow Ninja platform, who explains why traditional financial advice often fails business owners. He discusses how building your own banking system can unlock true financial freedom, accelerate your business growth, and safeguard your wealth in the long term. In this conversation, you’ll uncover powerful strategies for taking control of your capital, sidestepping the pitfalls of Wall Street, and predictably multiplying your wealth. Key Takeaways: → Why conventional financial advice could be sabotaging your business growth. → The key mindset shift that separates struggling entrepreneurs from wealthy ones. → How to build your own banking system without relying on Wall Street. → The biggest mistake business owners make once they start generating real cash flow. → How Cashflow Ninja influences over 7 million people worldwide. M.C. Laubscher is a wealth strategist and the founder of Producers Wealth, where he assists business owners across the U.S. in implementing advanced financial strategies to build freedom and lasting legacies. He is the creator and host of the globally recognized podcast Cashflow Ninja, along with its accompanying shows, Cashflow Investing Secrets and Cashflow Ninja Banking, which reach millions of listeners and have earned recognition from Entrepreneur Magazine as one of the top 48 podcasts for entrepreneurs. A best-selling author of The 21 Best Cashflow Niches™ and Get Wealthy for Sure™, M.C. has also been featured in the Forbes Finance Council and The Million Dollar Round Table. As a frequent guest on leading business podcasts and a sought-after speaker, he equips audiences with practical tools to achieve financial independence and create generational wealth through alternative cashflow strategies. Connect With M.C.: Website X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Think all CPAs just file taxes? Chase Insogna is flipping the script—offering proactive advice that helps entrepreneurs save thousands and scale smarter. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Chase Insogna, founder of Insogna CPA, who shares how he built a 20-person, women-led accounting firm that does more than crunch numbers—it delivers strategic insight and value-add advisory services to small business owners. From entity structure mistakes to missed deductions and real-time dashboards, Chase reveals what your CPA should be doing for your bottom line. Key Takeaways: → Why skipping an S corp setup could cost entrepreneurs thousands in unnecessary taxes. → How custom dashboards give business owners real-time insights that drive better decisions. → The truth about unlicensed tax preparers – and what CPAs offer that TurboTax and TikTok pros can’t. → How ranking high on Google generates organic growth. → Why a modern CPA firm prioritizes client education while offering proactive strategies and on-demand support—even during tax season. Chase Insogna is an expert in tax planning and financial management, boasting over two decades of experience. As the founder and president of Insogna CPA in Austin, Texas, his skilled team is dedicated to transforming the financial futures of many valued clients through strategic tax planning and advisory services, particularly in the e-commerce sector. His firm is known for its proactive approach, timely communication, transparent pricing, and exceptional client service. Recently recognized on the Inc. 5000 Region List for four consecutive years, Chase and his team are committed to helping business owners achieve financial freedom by sharing practical advice and insights while leveraging their expertise for business growth. Connect With Chase: Insogna CPA Instagram X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

What if your next great investment wasn’t in stocks or real estate, but in trees? How timberland could be the most overlooked asset class in wealth management today. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with John Brenard, co-founder of Southview Timber Investments, who shares how he transitioned from a decade in traditional wealth management to managing over 10,000 acres of timberland across the southeastern U.S. He explains why timber provides stable, uncorrelated returns, minimal overhead, and a tangible, scalable path for RIAs seeking alternative investments for their clients. Key Takeaways: → How timberland offers long-term returns through land appreciation, biological tree growth, and opportunistic land sales. → Why timber is an ideal uncorrelated asset that is now available to individual investors through Southview’s fund. → How Southview partners with RIAs, offering direct access, low investment minimums, and co-branded education to help clients diversify. → Get an inside look at the $50 million fundraiser aimed at scaling Southview’s impact and the value behind every acre of pine. John Brenard has excelled in various business environments for over 15 years, ranging from executive and advisory roles at J.P. Morgan and Wells Fargo Advisors to managing operations and expansion at several startups. During his time in the wealth management industry, he built long-term client relationships founded not only on his investment expertise but also on exceptional levels of integrity and service. As an investor in timberland, John possesses a deep understanding of diverse investment asset classes and financial markets. His objective at Southview is to provide a wider audience of investors with the same benefits in timberland investing that he has enjoyed. John holds a bachelor's degree from California State University, has earned multiple professional credentials in the investment sector, and is a member of the Georgia Forestry Association. Connect With John: Southview Timber Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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