• Registered Investment Advisor Podcast

  • 著者： Seth Greene
  • ポッドキャスト

Registered Investment Advisor Podcast

著者： Seth Greene
無料で聴く

  • サマリー

  • 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.
    続きを読む 一部表示
activate_samplebutton_t1
エピソード
  • Episode 177: How Boosted.ai Supercharges Productivity in Wealth Management

    Episode 177: How Boosted.ai Supercharges Productivity in Wealth Management
    2024/10/23
    Josh Pantony is a co-founder and CEO of Boosted.ai – an artificial intelligence company that brings advanced machine learning tools to institutional investors. Since starting Boosted.ai in 2017, the company has helped dozens of investment managers – whose AUM totals over $1 trillion – implement machine learning in their portfolios. Prior to founding Boosted.ai, Josh was a Principal Machine Learning engineer at Bloomberg for 4 years. At Bloomberg, he helped start and build numerous critical Machine Learning initiatives including Ranking, Recommendation, Question and Answering, Crowd Sourcing, and Knowledge Graphs. He also acted as a consultant on numerous initiatives across the company and helped build several ML teams. Listen to this insightful RIA episode with Josh Pantony about how Boosted.ai supercharges productivity in wealth management. Here is what to expect on this week’s show: - How Boosted.ai helps investment managers by automating repetitive tasks like portfolio commentary, risk monitoring, and discounted cash flow analysis. How Boosted.ai is a SaaS tool that allows users to log in and build custom automation tailored to their investment management needs. - Why hiring ahead can help organizations to scale quickly as the business grows. - How Boosted.ai saves investment managers between 20% and 50% of their weekly hours by automating tasks. - How Boosted.ai offers insights and analysis on supply chain effects or shareholder meeting changes. Connect with Josh: Links Mentioned: Boosted.ai X @BoostedAi LinkedIn linkedin.com/company/boostedai Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    16 分
  • Episode 176: The Fortune of Youth: Cultivating Financial Habits for Lasting Success

    Episode 176: The Fortune of Youth: Cultivating Financial Habits for Lasting Success
    2024/10/16
    Travis Freeman became a self-made millionaire in his 20s and experienced food stamps as a child. As a financial planner to entrepreneurs and executives, Travis invested in private businesses while scaling his own. He's the author of The Fortune of Youth and a frequent guest on Fox news KTVI. Travis and his wife, Marina, enjoy philanthropy focused on helping first-generation students afford college. Listen to this insightful RIA episode with Travis Freeman about cultivating financial habits for lasting success. Here is what to expect on this week’s show: - How young people need to learn about wealth-building strategies even if they don’t come from a wealthy background. - Why time is a critical factor in wealth accumulation and financial success. - How many young professionals should spend less and save more. - Why you should teach your children about financial management. - How making smart financial decisions early in your career leads to long-term benefits. Connect with Travis: Links Mentioned: growthinfo.com Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    18 分
  • Episode 175: The Secrets to Financial Planning Success with Brian Preston

    Episode 175: The Secrets to Financial Planning Success with Brian Preston
    2024/10/09
    Brian Preston is the founder and host of The Money Guy Show and Managing Partner and co-founder of Abound Wealth Management. He started podcasting as a passion project in 2006 out of pure excitement to share the good news of financial strategy with the masses. Fast forward to today, and The Money Guy Show is its own enterprise, helping millions of individuals build wealth and own their time. When he’s not busy making the wonderful world of finance accessible to the public, you can find him spending time with his wife and two daughters, watching the latest movies, traveling with family and friends, and cheering for the University of Georgia Bulldogs. Listen to this insightful RIA episode with Brian Preston about the secrets to financial planning success. Here is what to expect on this week’s show: - How crucial it is to work with a financial advisor who has successfully applied their methods. - Why giving away valuable information for free builds trust and creates an abundance cycle. - How everyone should have access to financial education. - How forced financial scarcity is a strategy to automate saving and investing to avoid lifestyle inflation. - How there is a psychological aspect to spending and saving and why clients should find joy in their expenditures. Connect with Brian: Links Mentioned: aboundwealth.com X: @moneyguyshow Instagram: @moneyguyshow Facebook: facebook.com/themoneyguyshow Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    19 分

あらすじ・解説

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.
マーケティング 経済学
続きを読む 一部表示

Registered Investment Advisor Podcastに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。