• 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 191: Private Equity Playbook: Strategies to Accelerate Growth and Exit Profitably

    Episode 191: Private Equity Playbook: Strategies to Accelerate Growth and Exit Profitably
    Feb 5 2025
    Visionary empire builder, CEO coach, top 1% speaker, and three-time #1 bestselling author, Adam Coffey builds high-performance cultures that drive transformative exponential growth. Coffey is a founding partner of CEO Advisory Guru, providing consulting services to PE portfolio companies, founders, family offices, and elite executives. A CEO for more than two decades, he led three national private equity-backed service companies for nine PE sponsors, realizing billions of dollars and averaging 5X MOIC at exit. Coffey has served as an official member of the Forbes Business Council since 2021. Specialties include growth strategy, M&A, development, and exits. A pilot and proud US Army veteran, he and his family call Texas home. Listen to this insightful RIA episode with Adam Coffey about how to accelerate growth and exit profitably. Here is what to expect on this week’s show: - How The Private Equity Playbook helps entrepreneurs understand the evolving world of private equity. - How private equity accounts for more than 50% of all companies bought and sold globally. - Why many business owners fail to understand private equity. - How private equity often creates value, supports employees, and fosters growth in the companies it supports. - How selling to private equity allows entrepreneurs to take chips off the table while retaining an opportunity for future financial growth. Connect with Adam: Links Mentioned: Adam Coffey X LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
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    24 mins
  • 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

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