Registered Investment Advisor Podcast

In a world where trust is at an all-time low, sales expert Ari Galper reveals how businesses can overcome the Trust Recession by shifting from outdated sales tactics to a revolutionary trust-building approach that closes deals in just one conversation.

In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Ari Galper, the World’s #1 Authority on Trust-Based Selling & Founder of Unlock The Sales Game®. 

In this insightful interview, sales expert Ari Galper introduces the concept of the Trust Recession and explains why traditional sales tactics are failing in today’s skeptical marketplace. He reveals his groundbreaking One-Call Sale method, showing how shifting from persuasion to trust-building can dramatically shorten sales cycles and increase conversions.

Key Takeaways:

→ Why buyers are more skeptical and cautious than ever before.

→ How businesses must shift from selling to trust-building.

→ Why the one-call sale method can dramatically shorten sales cycles.

→ Why businesses should be asking trust-based questions instead of fact-finding questions.

→ How a buyer’s decision is emotional, not intellectual.

Ari Galper is the world’s #1 authority on trust-based selling and the founder of Unlock The Sales Game®. Ari has revolutionized the sales world with his innovative “One Call Sale” system, helping businesses shift from a “selling” mindset to a “doctor” mindset so they can create deep trust in every conversation. He’s the author of seven best-selling books, including Trust In A Split Second!, and his work has been featured in Forbes, CEO Magazine, and other prestigious Publications. Get ready to learn how to thrive in the “Trust Recession”!

Connect With Ari:

Ari Galper

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Dave Wolcott is a visionary wealth strategist dedicated to uncovering the financial strategies of the ultra-wealthy. With over twenty years of experience in alternative assets, tax strategy, and multi-generational wealth, he has partnered with top investors to develop the Pantheon Holistic Wealth Strategy, a blueprint for achieving financial freedom beyond traditional stock market investing.

As the founder of Pantheon Investments, Dave empowers entrepreneurs with insider knowledge once reserved for the affluent, helping them build legacy wealth with purpose and fulfillment. He is the author of The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Living an Extraordinary Life. He hosts the top-rated podcast Wealth Strategy Secrets of the Ultra-Wealthy.

Dave provides a proven path to financial independence through his work, equipping clients with strategies to minimize taxes, maximize passive income, and create lasting wealth.

Listen to this insightful RIA episode with Dave Wolcott about the five-phase blueprint for building exponential growth.

Here is what to expect on this week’s show:

– How ultra-wealthy people invest differently.

– Why shifting to a growth and abundance mindset is essential.

– How to structure your wealth like a billionaire.

– What the secret to getting asymmetric returns is. 

– Why traditional financial advice fails most people.

Connect with Dave:

Links Mentioned: Pantheon Investments

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Joseph F. Bert, CFP®, AIF®, the Founder of Certified Financial Group, Inc., has been in the financial planning profession since 1976. He is also CEO of Certified Advisory Corp, a Registered Investment Advisor. Joe is a Certified Financial Planner® professional and a member of the Financial Planning Association where he served as the Orlando Chapter’s President and Chairman. As a graduate of the Accredited Investment Fiduciary® (AIF®) program, Joe is specially trained in investment fiduciary responsibility and portfolio management. He is an Investment Advisory Representative of Certified Advisory Corp and has served as an adjunct faculty member for the College for Financial Planning headquartered in Denver, Colorado.

In addition, Joe can be heard every Saturday on 107.3FM & 580AM WDBO radio at 9:00 a.m. hosting On the Money. As an experienced and knowledgeable financial planning professional, he has affectionately been referred to as the Oracle of Orlando® by his weekly listeners and currently appears regularly on the FOX affiliate in Orlando, Fox 35 WOFL. In addition to hosting the nationally syndicated TV program, The American Investor, he has appeared on Hour Magazine with Gary Collins as well as regular appearances on the CBS affiliate in Tampa, Channel 13, and the ABC and NBC affiliates in Orlando, Channels 9 and 2. Joe’s bi-weekly column has appeared in the Orlando Business Journal. He has been quoted in Orlando Magazine, the Orlando Business Journal, and The Wall Street Journal.

Listen to this insightful RIA episode with Joe Bert about creating a multi-billion dollar RIA.

Here is what to expect on this week’s show:

– How leveraging radio, TV, social media, and print are great ways to attract new clients.

– Why clients must be educated on risk management and sustainable income strategies.

– How it’s critical to avoid being too aggressive or too conservative with your portfolio.

– Why people should avoid making emotional decisions about their money.

– How preparing clients for inevitable downturns gives them long-term perspective.

Connect with Joe:

Links Mentioned: Certified Financial Group, Inc

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Stephen W. Richman, President, and CEO of Rockdale Financial Services, Inc., has been providing investment and estate planning advice for over 45 years. A third-generation financial advisor, Steve was introduced to the business by his father.

Steve holds Series 6, 26, and 63 securities registrations and is licensed to provide Life, Health, and Disability Insurance. Stephen Richman is currently registered in 17 states of the USA. Mr. Richmans’ broker dealer, Cetera Advisors, is currently registered throughout the continental USA. Should a potential client live in a state Mr. Richman is not registered, he can become registered through his broker-dealer to service this potential client.

Guy A. Paredes, Executive Vice President of Rockdale Financial Services, Inc. has helped hundreds of individuals and families create a healthy and secure financial future since 1980. As a member of the Rockdale team, Guy has a mission to assist clients in defining their financial and retirement goals, and set them on a path to achieving them. Guy continually strives to be his clients’ most valuable asset in this process.

After running his own financial planning company for many years, Guy merged his company with Rockdale Financial Services in 2010, happily rejoining Steve Richman, his lifelong friend, with whom he’d started his career. With a shared commitment to excellence, the merger provides Rockdale Financial Services clients with an even greater depth and breadth of knowledge and experience.

Listen to this insightful RIA episode with Guy Paredes and Stephen Richman about creating a secure financial future.

Here is what to expect on this week’s show:

– Why it’s important for financial planners to mitigate risk, ensuring clients don’t take unnecessary risks.

– How clear, visual road maps can be very helpful in financial planning.

– Why it’s important to protect your clients’ money against major market downturns while allowing for steady growth.

– How the Imagine Retirement Process helps clients understand how their assets can be allocated to meet their long-term goals.

– Why building trust and cultivating long-term relationships with your clients is critical in financial planning.

Connect with Guy and Steve:

Links Mentioned: Rockdale Financial Services

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Facebook

LinkedIn

Registered Representatives offering securities and advisory services through Cetera Advisors LLC, member FINRA/SIPC, a broker-dealer and Registered Investment Adviser. Some advisory services also offered through Rockdale Financial Services, Inc., a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. 99 Corbett Way, Suite 103, Eatontown, NJ 07724

Seth Greene is not endorsed by nor affiliated with Cetera Advisors LLC or its representatives.

The guarantee of the annuity is backed by the claims paying ability of the issuing insurance company.

Investing in mutual funds is subject to risk and loss of principal. There is no assurance or certainty that any investment strategy will be successful in meeting its objectives.

Investors should consider the investment objectives, risks and charges and expenses of the funds carefully before investing. The prospectus contains this and other information about the funds. Contact the financial professional at 732-695-2090 to obtain a prospectus, which should be read carefully before investing or sending money.

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Seth Greene is the nation’s foremost authority on how to grow your business with 50 DREAM affiliates and our founder, growing us to the Inc 5000 list in 2023. He is the co-host of the Sharkpreneur podcast with Shark Tank’s Kevin Harrington, which was named the number 6 business podcast to listen to. Seth is a 9 time best selling author who has been interviewed on NBC news, CBS news, Forbes, Inc, CBS Moneywatch, and the only person in history to be nominated three years in a row for the prestigious GKIC Marketer of the Year award. Seth is a serial entrepreneur and has founded four successful businesses.

Listen to this insightful bonus RIA episode about getting weekly referrals from accountants and attorneys.

Here is what to expect on this week’s show:

– How you should comment on accountants and lawyers three times a week to build relationships with potential referral sources.

– Why constantly engaging in and showing support on social media allows people to recognize who is behind the comments.

– How being featured on a podcast provides credibility and prestige while allowing you to share your website and social media information.

– Why sending gifts helps activate and maintain the relationship with your interviewees.

– How building goodwill allows people to feel a strong connection to you.

Connect with Seth:

Links Mentioned: Market Domination

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Peter Golotko has dedicated his career to helping people achieve financial independence, helping businesses and business owners reach and exceed their goals, and helping charitable institutions protect and make the best possible use of their resources. With over 25 years of experience in investing, financial planning, accounting, and taxation, he brings a wealth of knowledge and experience to the financial planning process.

Peter is the majority owner of CPS Investment Advisors, and also serves as the firm’s Chief Compliance Officer. Peter is a frequent speaker on topics like financial planning, investing, retirement planning, SEC compliance, and technology.

Listen to this insightful RIA episode with Peter Golotko about the journey of CPS Investment Advisors.

Here is what to expect on this week’s show:

– How CPS Investment Advisors specializes in building customized portfolios using individual stocks instead of mutual funds.

– Why a client-first approach ensures win-win situations for clients and the firm.

– Why the firm emphasizes wealth-building strategies like dividend reinvestment and holding quality stocks.

– Why CPS strives to be involved in their client’s lives, even assisting with non-financial matters.

– How integrating tax planning helps minimize client’s largest expenses.

Connect with Peter:

Links Mentioned: CPS Investment Advisors

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Stephen W. Richman, President, and CEO of Rockdale Financial Services, Inc., has been providing investment and estate planning advice for over 45 years. A third-generation financial advisor, Steve was introduced to the business by his father.

Steve holds Series 6, 26, and 63 securities registrations and is licensed to provide Life, Health, and Disability Insurance. Stephen Richman is currently registered in 17 states of the USA. Mr. Richmans’ broker dealer, Cetera Advisors, is currently registered throughout the continental USA. Should a potential client live in a state Mr. Richman is not registered, he can become registered through his broker-dealer to service this potential client.

Guy A. Paredes, Executive Vice President of Rockdale Financial Services, Inc. has helped hundreds of individuals and families create a healthy and secure financial future since 1980. As a member of the Rockdale team, Guy has a mission to assist clients in defining their financial and retirement goals, and set them on a path to achieving them. Guy continually strives to be his clients’ most valuable asset in this process.

After running his own financial planning company for many years, Guy merged his company with Rockdale Financial Services in 2010, happily rejoining Steve Richman, his lifelong friend, with whom he’d started his career. With a shared commitment to excellence, the merger provides Rockdale Financial Services clients with an even greater depth and breadth of knowledge and experience.

Listen to this insightful RIA episode with Guy Paredes and Stephen Richman about creating a secure financial future.

Here is what to expect on this week’s show:

– Why it’s important for financial planners to mitigate risk, ensuring clients don’t take unnecessary risks.

– How clear, visual road maps can be very helpful in financial planning.

– Why it’s important to protect your clients’ money against major market downturns while allowing for steady growth.

– How the Imagine Retirement Process helps clients understand how their assets can be allocated to meet their long-term goals.

– Why building trust and cultivating long-term relationships with your clients is critical in financial planning.

Connect with Guy and Steve:

Links Mentioned:

• Rockdale Financial Services
• X
• Instagram
• Facebook
• LinkedIn

Registered Representatives offering securities and advisory services through Cetera Advisors LLC, member FINRA/SIPC, a broker-dealer and Registered Investment Adviser. Some advisory services also offered through Rockdale Financial Services, Inc., a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. 99 Corbett Way, Suite 103, Eatontown, NJ 07724

Seth Greene is not endorsed by nor affiliated with Cetera Advisors LLC or its representatives.

The guarantee of the annuity is backed by the claims paying ability of the issuing insurance company.

Investing in mutual funds is subject to risk and loss of principal. There is no assurance or certainty that any investment strategy will be successful in meeting its objectives.

Investors should consider the investment objectives, risks and charges and expenses of the funds carefully before investing. The prospectus contains this and other information about the funds. Contact the financial professional at 732-695-2090 to obtain a prospectus, which should be read carefully before investing or sending money.

Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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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

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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

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