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Registered Investment Advisor Podcast

Registered Investment Advisor Podcast

De : Seth Greene
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 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. Economie Marketing et ventes
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    Épisodes
    • Episode 231: Turning Potential Into Performance: Unlocking True Growth for Financial Advisors

      Episode 231: Turning Potential Into Performance: Unlocking True Growth for Financial Advisors
      Nov 19 2025
      Feeling stuck in your career and unable to break through? What if the key to unlocking your potential and achieving real growth lies in a simple shift in mindset and systems, not just working harder? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Jim Effner, founder of the P2P Group, a coaching and training firm dedicated to helping financial advisors turn their potential into real performance. With over 30 years of experience in the financial industry, Jim shares the mindset and systems that have enabled him to build high-performing teams and achieve lasting success. Whether you’re a seasoned professional or just starting out, Jim’s insights will help you reach your full potential and elevate your business. Key Takeaways: → Why the biggest mistake advisors can make is winging it. → How successful business run on systems not improvisation. → Why empowering beliefs are crucial to overcoming self-doubt and achieving success. → How growth requires embracing risk and moving forward even when it’s uncomfortable. → Why the solo advisor model is dying and how a team-based approach provides scale, service, and succession. Jim Effner is founder and President of P2P Group, a company specializing in sales training for financial services professionals. His mission is to help bridge the gap between financial advisors’ potential and their performance. Prior to forming the P2P Group, Jim was Managing Partner of one of the largest Northwestern Mutual offices in the country. He built the Effner Financial Group to nearly 150 full-time and college advisors, insuring over 65,000 policyholders with a face amount of nearly $27 billion. A Million Dollar Round Table qualifier every year he worked in the business, Jim is now a lifetime member of MDRT. He was a three-time Recognition Dinner/Forum qualifier, which represents the top 5% of all Northwestern Mutual advisors. In fact, he was the youngest person to make Forum the first two times he qualified. As a new advisor, he led his region in 1990, 1991 and 1992, placing runner-up in the Bronze and Silver awards, and 3rd in the Gold. Jim has overcome numerous life challenges, including losing his hearing just 30 days after taking his Managing Partner contract. He brings his commitment to excellence, his passion, energy and conviction – along with his perspective of 30+ years in the industry – to every aspect of his business. Connect With Jim: Website: https://jimeffner.com/ Facebook: https://www.facebook.com/jimeffnerp2p LinkedIn: https://www.linkedin.com/in/jimeffner/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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      17 min
    • Episode 230: Wealth on the Beach

      Episode 230: Wealth on the Beach
      Nov 12 2025
      Freedom gets a lot easier when your systems work harder than you do. In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Daniel Alonzo, Wealth Coach, who unpacks the mindset and mechanics of true financial freedom. Financially independent by 28, Daniel scaled to 1,500+ agents across 60 offices and hosts the Wealth on the Beach podcast. He breaks down scaling via leadership, content consistency, and modern messaging that attracts the next generation while building durable passive income. Key Takeaways: → Why achieving true financial freedom requires both passive income and substantial cash reserves. → How building leaders who can operate independently allows a business to scale faster. → Why documenting systems, training materials, and repeatable processes is the foundation for sustainable growth. → How consistency is what separates those who get attention from those who fade away. → Why staying relevant means embracing new voices, listening to younger generations, and adapting your message to changing audience platforms. Daniel Alonzo is a high-energy entrepreneur, wealth coach, and host of the Wealth on the Beach Podcast. He has built one of the largest financial teams in America, comprising over 1,500 licensed agents and 60 offices. He's also the author of 3 books: Wealth on the Beach: 11 Laws to Building Financial Freedom, Wealth on the Beach: For Teens, and his latest, Wealth on the Beach: Why Most Life Insurance is a Scam - And How to Get It Right. Daniel's Mission is to teach people how to build wealth, shift their mindset, and live a life of freedom, choices, and options. Connect With David: https://wealthonthebeach.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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      20 min
    • Episode 229: Build a Leader Brand People Trust

      Episode 229: Build a Leader Brand People Trust
      Nov 5 2025
      Silence online isn’t neutral anymore; it’s a risk you can’t afford. In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Jess Jensen, Founder and CEO of Co-pilot Communications, who is a former Fortune 500 leader who ran digital, social, and executive communications at Nestlé, adidas, Qualcomm, and Microsoft. Jess helps C-suite executives and founders present themselves online as authentic individuals—transforming leadership values into content that fosters trust, demand, and resilience. She shares why invisibility is dangerous, how to craft a durable leader brand, and what today’s LinkedIn favors beyond corporate PR blasts. Key Takeaways: → How leaders must go beyond wins and launches. → Why you should treat LinkedIn like a conversation, not a press wire. → How your should build your professional brand before you need it. → Why personal narratives matter to earn trust and recall. → How balancing business value with human moments is critical. Jess Jensen is the founder of Co-pilot Communications, a Portland-based advisory helping bold executives and founders build digital brands that actually sound like them. After 20 years inside Fortune 100 companies (Microsoft, Qualcomm, Nestlé, and Adidas), Jess stepped out of corporate to help leaders stop playing small online and start showing up with clarity and confidence. Co-pilot works with curious, values-driven leaders who are tired of generic content and ghostwritten fluff. Jess believes that building a professional brand isn’t just smart—it’s your moat. Through sharp messaging, editorial strategy, and smart use of platforms like LinkedIn and podcasting, she helps her clients earn trust and build rapport in places where their stakeholders already spend hours every day. Jess launched Co-pilot in 2024 to amplify the kind of leadership the world needs more of—clear, grounded, and human. She’s on a mission to help leaders take back the mic and shape their own narrative before someone else does. Connect With Jess: Website If booking a call, don't forget to mention in the notes that you saw this episode of Sharpreneur to receive your free LinkedIn Audit! LinkedIn Subscribe to Jess’s Monthly Newsletter Learn more about your ad choices. Visit megaphone.fm/adchoices
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      14 min
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