• 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 181: Building a Global Residential Credit Empire: The Palisades Story

    Episode 181: Building a Global Residential Credit Empire: The Palisades Story
    Nov 20 2024
    Hasseeb Rahman is Portfolio Manager at The Palisades Group and has been with the Firm since 2014. He is responsible for overseeing the deployment and management of various fund strategies and vehicles, ensuring their effective implementation. As co-leader of the Portfolio Management Team, Mr. Rahman plays a vital role in shaping and executing the Firm's investment strategy. Additionally, he has been actively involved in all aspects of People Operations at the Firm. Prior to joining Palisades, Mr. Rahman worked as a Senior Analyst in the Investment Banking Division at Raymond James. During his tenure there, he executed transactions within the Financial Institutions Group, focusing on the Asset Management, Banks, and Insurance sectors. Mr. Rahman's transaction experience includes advisory services for private equity and debt placements, sell-side and buy-side advisory, as well as public debt and equity transactions. He earned a BA in Applied Mathematics from Washington University in St. Louis. Listen to this insightful RIA episode with Haseeb Rahman about building a global residential credit empire. Here is what to expect on this week’s show: - How Palisades operates with two main business verticals: advisory services for large institutions and discretionary capital vehicles. - How Palisades’ funds are structured as close-end private equity-style vehicles with typical investment periods of 2-3 years and harvesting periods of 3-4 years. - Why Palisades may explore more permanent capital vehicles in the future, like open-ended evergreen funds. - How Palisades’ growth has not been linear and faced challenges before scaling through effective use of data and technology. - How the shift in the housing market has allowed Palisades to grow in a more predictable manner. Connect with Haseeb: Links Mentioned: https://www.palisades.us.com/ X: @palisades_group LinkedIn: linkedin.com/company/the-palisades-group-llc Learn more about your ad choices. Visit megaphone.fm/adchoices
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    16 mins
  • Episode 180: Your Future is Now: Lessons in Wealth Management

    Episode 180: Your Future is Now: Lessons in Wealth Management
    Nov 13 2024
    With almost twenty-five years of experience as a financial advising professional, Jeffrey Panik, MSFS, CFP® knows that his job is to help clients strike a balance between living well today and planning for the future. Throughout his career, Jeff has worked with hundreds of families, individuals, and small businesses to help them set goals, strategically manage their assets, and work toward achieving their dreams. The first in his family to attend college, Jeff believes it is imperative to start the discussion of financial literacy early to best prepare for financial success throughout life. Jeff served in the US Army after college, which, as part of his service agreement, paid the student loans he had accrued. He was honorably discharged and began working as a Financial Advisor trainee at a large brokerage firm. Though Jeff grew up in Southwestern Pennsylvania, he has lived in the Atlanta area for two decades. Jeff and his wife Rebecca currently live in Atlanta, Georgia. When he isn’t working, Jeff enjoys spending time with family, traveling, reading, and all types of sports. Listen to this insightful RIA episode with Jeffrey Panik about lessons in wealth management. Here is what to expect on this week’s show: - How the financial industry has shifted from proprietary products to a client-first approach. - Why it’s critical to stay ahead of technological changes in the industry. - How 95% of heirs lose inherited wealth because they lack financial education and literacy. - Why lifelong learning and continued education are crucial to add value for clients and to stay relevant. - How it can be difficult to stay ahead of technological advances while maintaining a personal touch with clients. Connect with Jeffrey: Links Mentioned: https://jeffreypanik.com/ Instagram: @yourfutureisnow12 Facebook: https://www.facebook.com/profile.php?id=61561132010284 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 mins
  • Episode 179: Revolutionizing Early Career Recruitment: How College Recruiter is Helping Millions Find Their First Job

    Episode 179: Revolutionizing Early Career Recruitment: How College Recruiter is Helping Millions Find Their First Job
    Nov 6 2024
    Steven Rothberg is the Founder of College Recruiter job search site, which believes that every student and recent graduate deserves a great career...and that it should be easy and inexpensive for employers to hire them. Each year, more than 12 million students, recent graduates, and other early career candidates use College Recruiter to help them find part-time, seasonal, internship, and other early career job opportunities almost anywhere globally. Steven founded the company out of which College Recruiter grew way back in 1991. He had just graduated from law school, passed the bar, and was working as a lawyer when he decided to get out of law to, as he says, enjoy his life. He invested almost all of his savings -- about $200 -- to buy business cards, letterhead, and a fax machine. He then convinced a number of departments at his alma matter, the University of Minnesota, to allow his little business to publish their official campus map for them. He gave the school the maps for free, they distributed them to students, and the company earned its revenues from the sale of advertising around the edges of the maps. That led to also publishing employment magazines called College Recruiter and that led to the first version of the company's website going live in 1996. By 2000, the company had shutdown the profitable maps and magazines to focus on the website. Listen to this insightful RIA episode with Steven Rothberg about revolutionizing early career recruitment. Here is what to expect on this week’s show: - How College Recruiter partners with affiliate sites, including college career services, scholarship sites, and other job boards. - Why the average rate of applying to a job listing after viewing it is only 5%. - How College Recruiter automatically distributes job postings to relevant partner sites based on job specifics. - Why low-skill jobs see higher application rates than specialized roles. - How AI has disrupted various industries, including job search and recruitment. Connect with Steven: Links Mentioned: https://collegerecruiter.com/ Facebook: facebook.com/EntryLevelJobs LinkedIn: linkedin.com/company/collegerecruiter-com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 mins

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