エピソード

  • Episode 207: Why Your CPA Should Be a Strategic Partner, Not a Transactional Vendor

    Episode 207: Why Your CPA Should Be a Strategic Partner, Not a Transactional Vendor
    2025/06/04
    Think all CPAs just file taxes? Chase Insogna is flipping the script—offering proactive advice that helps entrepreneurs save thousands and scale smarter. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Chase Insogna, founder of Insogna CPA, who shares how he built a 20-person, women-led accounting firm that does more than crunch numbers—it delivers strategic insight and value-add advisory services to small business owners. From entity structure mistakes to missed deductions and real-time dashboards, Chase reveals what your CPA should be doing for your bottom line. Key Takeaways: → Why skipping an S corp setup could cost entrepreneurs thousands in unnecessary taxes. → How custom dashboards give business owners real-time insights that drive better decisions. → The truth about unlicensed tax preparers – and what CPAs offer that TurboTax and TikTok pros can’t. → How ranking high on Google generates organic growth. → Why a modern CPA firm prioritizes client education while offering proactive strategies and on-demand support—even during tax season. Chase Insogna is an expert in tax planning and financial management, boasting over two decades of experience. As the founder and president of Insogna CPA in Austin, Texas, his skilled team is dedicated to transforming the financial futures of many valued clients through strategic tax planning and advisory services, particularly in the e-commerce sector. His firm is known for its proactive approach, timely communication, transparent pricing, and exceptional client service. Recently recognized on the Inc. 5000 Region List for four consecutive years, Chase and his team are committed to helping business owners achieve financial freedom by sharing practical advice and insights while leveraging their expertise for business growth. Connect With Chase: Insogna CPA Instagram X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    13 分
  • Episode 206: Why RIAs Are Turning to Timber: A Natural Hedge Against Market Volatility

    Episode 206: Why RIAs Are Turning to Timber: A Natural Hedge Against Market Volatility
    2025/05/28
    What if your next great investment wasn’t in stocks or real estate, but in trees? How timberland could be the most overlooked asset class in wealth management today. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with John Brenard, co-founder of Southview Timber Investments, who shares how he transitioned from a decade in traditional wealth management to managing over 10,000 acres of timberland across the southeastern U.S. He explains why timber provides stable, uncorrelated returns, minimal overhead, and a tangible, scalable path for RIAs seeking alternative investments for their clients. Key Takeaways: → How timberland offers long-term returns through land appreciation, biological tree growth, and opportunistic land sales. → Why timber is an ideal uncorrelated asset that is now available to individual investors through Southview’s fund. → How Southview partners with RIAs, offering direct access, low investment minimums, and co-branded education to help clients diversify. → Get an inside look at the $50 million fundraiser aimed at scaling Southview’s impact and the value behind every acre of pine. John Brenard has excelled in various business environments for over 15 years, ranging from executive and advisory roles at J.P. Morgan and Wells Fargo Advisors to managing operations and expansion at several startups. During his time in the wealth management industry, he built long-term client relationships founded not only on his investment expertise but also on exceptional levels of integrity and service. As an investor in timberland, John possesses a deep understanding of diverse investment asset classes and financial markets. His objective at Southview is to provide a wider audience of investors with the same benefits in timberland investing that he has enjoyed. John holds a bachelor's degree from California State University, has earned multiple professional credentials in the investment sector, and is a member of the Georgia Forestry Association. Connect With John: Southview Timber Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    16 分
  • Episode 205: Money Grows on Trees: Time Rich and Financially Free by 40

    Episode 205: Money Grows on Trees: Time Rich and Financially Free by 40
    2025/05/21
    What if you could break free from the rat race, create lasting wealth, and take back your time—all before turning 40? In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Lloyd Ross—a lawyer-turned-entrepreneur, bestselling author of Money Grows on Trees and Money Buys Happiness, and host of the top-rated "Money Grows on Trees" podcast. He shares how he built a multimillion-dollar wealth education empire, achieved financial independence in his 30s, and secured a major publishing deal with Wiley for his newest book, Become Time Rich. Tune in as he unpacks the mindset shifts, investing principles, and business strategies that helped him and thousands of students worldwide escape the 9-to-5 grind. Key Takeaways: → How a career pivot sparked a mission to teach financial freedom and build time-rich lives. → The key mindset shifts behind building wealth and reclaiming your time. → Why most people never learn the basics of money – and how to change that. → The power of books, funnels, and Facebook ads in scaling a financial education movement. Lloyd Ross is a multiple seven-figure investor, entrepreneur, and financial educator dedicated to helping others achieve financial freedom. As a 2-Comma Club Award Winner (ClickFunnels) and Legacy Club Millionaire (Isagenix), he has built a reputation for success in wealth-building and business growth. Lloyd is the author of three insightful books: Money Grows on Trees (simplifying wealth-building), Money Buys Happiness (revealing the truth about money and fulfillment), and Become Time Rich (his latest book, published by Wiley). He also hosts the award-winning Money Grows on Trees podcast, which boasts over 155 five-star reviews. Connect With Lloyd: Lloyd Ross Instagram X Facebook Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    14 分
  • Episode 204: The Advisor's Secret Weapon: How Practifi Drives Growth

    Episode 204: The Advisor's Secret Weapon: How Practifi Drives Growth
    2025/05/14
    What if your CRM could actually help you grow instead of holding you back? Adrian Johnstone reveals how Practifi is transforming the way wealth management firms operate, scale, and serve their clients. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Adrian Johnstone, co-founder of Practifi, who shares how his purpose-built CRM platform empowers financial advisory firms to streamline operations, unlock scalable growth, and deepen client relationships. From leveraging AI for smarter workflows to enabling firms to increase their M&A capacity fivefold, Adrian breaks down why Practifi is more than just a CRM—it's the future of advisor tech. Key Takeaways: → How Practifi helps advisory firms scale faster. → Why Practifi’s role-based CRM design empowers every team member. → How Practifi leverages AI to automate workflows and surface hidden growth opportunities. → How Practifi turns disconnected data into actionable insights. → Why over 10,000 users across hundreds of firms trust Practifi to power their operations, drive growth, and stay one step ahead in a changing tech landscape. Adrian Johnstone has over 20 years of experience helping businesses of all sizes leverage technology for growth. A regular presenter at industry events in Australia and the United States, Adrian offers deep insight into the technology needs of advisors. Adrian owns Practifi’s global go-to-market strategy and direction. Connect With Adrian: Practifi Instagram X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    18 分
  • Episode 203: Scaling Hightower from $50B to $200B AUM Driving Growth Without Losing Independence

    Episode 203: Scaling Hightower from $50B to $200B AUM Driving Growth Without Losing Independence
    2025/05/07
    What does it take to scale a $200B wealth management powerhouse while preserving the heart of independent advice? In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Bob Oros, Chairman and CEO of Hightower. Bob shares how he transformed a $50B firm into a $200B national wealth management platform by empowering advisors with scale, resources, and entrepreneurial freedom. Drawing on insights from over 50 M&A deals and decades in the industry, Bob discusses leadership lessons, organic growth strategies, and how Hightower helps top advisors deliver extraordinary client experiences. Key Takeaways: → Why successful mergers and acquisitions require saying no to deals that don’t align with your company’s culture and goals. → How communication and culture are central to managing rapid growth while remaining nimble. → How Hightower provides advisors with services that include HR, compliance, finance, centralized investments, and a national trust company. → How advisors can choose which Hightower services to adopt. → Why Hightower focuses on helping advisors free up time and serve clients to attract new clients. Bob Oros is Chairman and CEO of Hightower, a national wealth management firm that invests in and empowers financial advisory businesses to drive growth and help clients achieve ‘well-th. rebalanced.’ Under Bob’s leadership, Hightower has transformed its business and culture, accelerated acquisitions, expanded services for advisors, and achieved consistently strong organic growth. He has over 25 years of strategic and operational experience, with a track record of successfully recruiting, retaining, and supporting advisors. Connect With Bob: Hightower Advisors TikTok X LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    20 分
  • Episode 202: Reverse Mortgage Myths Busted: The Truth Dave Ramsey Won’t Tell You

    Episode 202: Reverse Mortgage Myths Busted: The Truth Dave Ramsey Won’t Tell You
    2025/04/30
    Think reverse mortgages are a last resort or a financial trap? Think again! In this eye-opening episode, mortgage expert Kevin Guttman debunks common myths, reveals the hidden advantages of reverse mortgages, and explains how seniors can unlock financial freedom, boost their retirement income, and even help their loved ones—all while living in the home they love. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with mortgage expert and author Kevin Guttman. He shatters common misconceptions about reverse mortgages, explaining how they can be a powerful tool for financial security, retirement planning, and even wealth-building. As the author of Reverse Mortgage Revolution and Reverse Mortgage Changed My Life, Kevin shares expert insights on how seniors can turn home equity into a strategic asset—without the financial pitfalls that so-called experts like Dave Ramsey and Suze Orman warn against. Key Takeaways: → Why Dave Ramsey and Suze Orman are wrong about reverse mortgages. → How reverse mortgages are not considered income. → Why reverse mortgages boost purchasing power. → How a reverse mortgage can help stabilize financial security. → How heirs should handle repayment of reverse mortgages. ​Kevin Guttman is a seasoned mortgage professional specializing in reverse mortgages, dedicated to helping seniors achieve financial stability and peace of mind. With a deep understanding of the unique needs of retirees, Kevin offers personalized solutions that empower clients to access their home equity while maintaining ownership of their homes. His commitment to ethical practices and client education has made him a trusted advisor in the industry. Through his work, Kevin strives to provide financial freedom and improved quality of life for the senior community. Connect With Kevin: Kevin Guttman X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    19 分
  • Episode 201: The CPA & Financial Advisor Combo

    Episode 201: The CPA & Financial Advisor Combo
    2025/04/23
    Are you a business owner tired of unexpected tax bills and financial uncertainty? In this episode, Michael Uadiale, CPA and financial strategist, reveals how proactive tax planning and wealth strategies can help entrepreneurs in healthcare and real estate achieve financial freedom—while avoiding costly IRS surprises! In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Michael Uadiale, CPA and financial strategist. He shares how proactive tax planning and wealth strategies can transform the financial future of entrepreneurs in healthcare and real estate. As the founder of SME CPA and Financial Freedom Academy, Michael reveals how business owners can eliminate tax surprises, optimize their financial structures, and achieve long-term security with strategic advisory services. Key Takeaways: → Why business owners should be proactive rather than reactive when it comes to tax planning. → Why successful financial planning requires clear steps and timelines. → Why having a tax strategy matters now more than ever. → How delivering exceptional service naturally attracts high-level referrals. → How having a good tax strategy means there are no year-end surprises. Michael Uadiale is a seasoned CPA and Master Tax Advisor with over 25 years of industry experience, including 18 years running SMEED CPA. As the founder of a 7-figure revenue firm with 15 employees, he has developed a proven system that helps entrepreneurs achieve financial freedom within 5-7 years through strategic tax planning and wealth building. His expertise has helped clients save over $15 million in taxes over the past 7 years, with an average tax savings of $31,426 per client annually. He is also a successful entrepreneur who has founded six other businesses, including investments in innovative telehealth software. Connect With Michael: SMEED CPA X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    14 分
  • Episode 200: The Elite Advisor Playbook: Lessons from a Top 100 Producer

    Episode 200: The Elite Advisor Playbook: Lessons from a Top 100 Producer
    2025/04/16
    Discover how top financial advisors break free from the time-for-money trap, scale their businesses, and attract high-net-worth clients with Erin Botsford’s Elite Advisor Success System ™! In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Erin Botsford, founder of the Elite Advisor Success System ™ and author of The Seven Figure Firm. She reveals how financial advisors can transition from service providers to true business owners by implementing scalable systems and strategies. She shares insights on attracting high-net-worth clients, closing million-dollar deals in a single meeting, and building a business that thrives independently of the advisor—key lessons she has also discussed in her Top Producer Masterclass. Key Takeaways: → Why financial advisors must think like business owners. → How financial advisors should act as the client’s financial director. → Why offering concierge-level service is the key to being more referable. → Why advisors need multiple client acquisition channels. → How wealthy clients need protection from financial vulnerabilities. Erin Botsford is a 31-year veteran of the profession. She was a Barron’s Top 100 advisor in all categories – Advisor, Independent, and Women. Erin successfully sold her practice in 2017 and now provides advisors the ability to model her success through her Elite Advisor Success System™ training program. She is also the author of the advisor training book Seven Figure Firm: How to Build a Financial Service Business that Grows Itself. She believes in the power of opportunities and donates a large portion of the profits from her training company to support orphans helped by several organizations in Africa, including the Ebenezer Foundation, Zoe Empowers, and Overland Missions Connect With Erin: Website Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    16 分