• Registered Investment Advisor Podcast

  • By: Seth Greene
  • Podcast

Registered Investment Advisor Podcast

By: Seth Greene
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  • Summary

  • 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.
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Economics Marketing
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Episodes
  • Episode 190: Why Mobile Home Parks and Parking Lots are Hidden Goldmines

    Episode 190: Why Mobile Home Parks and Parking Lots are Hidden Goldmines
    Jan 29 2025
    Why Mobile Home Parks and Parking Lots are Hidden Goldmines – The RIA Podcast with Seth Greene Episode 190 Kevin Bupp Kevin Bupp is a Florida-based Real Estate Investor, top Apple podcast host, and best-selling author of The Cashflow Investor with over $300 million in real estate transactions under his belt. Based on his decades of experience, Kevin has identified Mobile Home Parks and Parking Lots as the top real estate investments in the current market. On his podcast, "Real Estate Investing for Cash Flow," he shares his 20+ years of experience, guiding millions of listeners on how to find and invest profitably in commercial real estate. Under the umbrella of his private equity firm, Sunrise Capital Investors, Kevin makes investments in commercial real assets available to passive investors in order to help them build legacy wealth and achieve financial freedom. Beyond real estate investing, Kevin gives back to the community with the "72 Hours to Key West 280 Mile Bike Ride," a charity event that has provided meals to tens of thousands of families in need during the holidays. Listen to this insightful RIA episode with Kevin Bupp about how mobile home parks and parking lots are hidden goldmines. Here is what to expect on this week’s show: - How mobile home parks have a low maintenance cost and a long-term, stable tenant base. - Why owning a mobile home park allows landlords to be less involved and hands-on. - How owning a parking lot is similar to owning a mobile home park. - Why it’s vital to build a strong team and foster a positive company culture. - How parking lot land will likely appreciate in value and can potentially be redeveloped. Connect with Kevin: Links Mentioned: Kevin Bupp Instagram Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 mins
  • Episode 189: Uncovering Hidden Wealth: Oil and Gas Mineral Investments

    Episode 189: Uncovering Hidden Wealth: Oil and Gas Mineral Investments
    Jan 22 2025
    A fourth-generation oilman and Texan, Jace Graham focuses on acquisition, investment, and asset management, specializing in mineral rights, oil/gas royalties, non-operated working interests, and real estate holdings. Since 2009, he has successfully identified, evaluated, acquired, and managed over $50mm in mineral/royalty assets. With expertise in converting real estate investments to oil/gas investments via a 1031 exchange, he can specialize in direct, alternative asset investments and channel this experience into driving financial growth and stability. He's been featured on numerous podcasts, asked to speak at major industry events, and is currently the largest mineral owner in the Barnett Shale. Listen to this insightful RIA episode with Jace Graham about oil and gas mineral investments. Here is what to expect on this week’s show: - How to go about leasing your mineral rights to operators like ExxonMobil. - Why people should invest in wells that are already producing. - How diversified mineral investments provide investors with a stable cash flow. - Why oil and gas energy have long-term viability as energy sources in today’s market. - How maintaining relationships within the mineral industry is vital. Connect with Jace: Links Mentioned: Rising Phoenix LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
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    16 mins
  • Episode 188: Empowering Healthcare Professionals

    Episode 188: Empowering Healthcare Professionals
    Jan 15 2025
    From witnessing his hardworking father grapple with a debilitating disease to observing his family's financial struggles amidst medical challenges, Eric's journey into the financial world was not just a career choice—it was a calling. Eric grew up seeing firsthand the gap in personalized financial advice. He realized that his parents, like many hardworking professionals, were navigating a complex financial landscape without the comprehensive guidance they desperately needed. This propelled Eric to dedicate his life to becoming the beacon of hope and expertise for those seeking to secure their financial futures. With a strong educational foundation from the University of Rhode Island, Eric embarked on his mission, initially honing his skills at Merrill Lynch in Retirement Plan Services. His dedication and passion for making a difference led him to Bloomberg, LP, where he furthered his expertise. Over the last 13 years, Eric has not only saved his clients millions in taxes but has also guided them towards achieving financial freedom, turning his personal pain into a purposeful mission. Eric stands out in the financial landscape for his unique approach: viewing each client through a lens of empathy and understanding, crafting personalized strategies that cater to their individual goals and challenges. His mission is to offer life-changing financial plans, ensuring his clients feel secure and cared for. Eric's story is not just one of financial success but of transforming lives through dedication, expertise, and a deep-seated desire to make a difference. Listen to this insightful RIA episode with Eric Mangold about empowering healthcare professionals to take control of their financial planning. Here is what to expect on this week’s show: - How having a career coach can help with your self-discovery and refocusing your career goals. - Why entrepreneurs should be reaching out to their network during career transitions. - How trust is vital in financial advising, especially to overcome negative perceptions caused by high-profile financial scandals. - Why many physicians and nurse practitioners often feel neglected in financial planning. - How Argosy Wealth Management focuses on creating a supportive client culture. Connect with Eric: Links Mentioned: https://www.emangold.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 mins

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