Registered Investment Advisor Podcast

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 ...  Show more

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 discuss ...  Show more

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 ...  Show more

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 ...  Show more

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 ...  Show more