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Registered Investment Advisor Podcast

Registered Investment Advisor Podcast

Von: 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. Marketing & Vertrieb Ökonomie
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  • Episode 254: The Truth About Apartment Investing Today

    Episode 254: The Truth About Apartment Investing Today
    Apr 29 2026
    What if the biggest risk in real estate investing isn’t the market, but the way you’re thinking about it? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Dwight Dunton, Founder and CEO of Bonaventure, who shares how his career began with a leveraged buyout of a struggling apartment complex and evolved into a multifaceted investment platform focused on disciplined execution and aligned capital. He breaks down the realities of market cycles and debt strategies and explains how investors can avoid costly mistakes while building sustainable wealth through multifamily real estate. Key Takeaways: → Building wealth in multifamily real estate is less about short-term flips and more about holding quality assets that generate consistent, compounding returns over time. → Using long-term, fixed-rate financing helps investors survive economic downturns and avoid being forced out during market cycles. → Market success is driven less by job growth headlines and more by how many new units are being built. → Making decisions purely for tax benefits can lead to poor outcomes; investments must stand on their own merits first. → Renovating existing properties and improving operations can create strong returns, especially when new development is constrained. Dwight Dunton is the Founder and CEO of Bonaventure, a respected multifamily investment firm. The company advises family offices and high-net-worth clients on building and preserving long-term wealth through multifamily real estate. Bonaventure focuses on development, investment, management, and tax-advantaged strategies across the Mid-Atlantic and Southeast. Connect With Dwight: Website: https://bonaventure.com/ LinkedIn: https://www.linkedin.com/in/dwightdunton/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    13 Min.
  • Episode 253: Why Bitcoin Is Changing Wealth Management

    Episode 253: Why Bitcoin Is Changing Wealth Management
    Apr 22 2026
    What happens when a traditional financial planner realizes the old playbook no longer fits the future of wealth preservation? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Eric Runge, founder of Family Office Bitcoin, who breaks down his firm’s approach to risk-managed Bitcoin exposure, including downside-protected ETF strategies, and explains why he draws a sharp line between Bitcoin and the broader crypto market. Runge also touches on portfolio construction, family office dynamics, and the realities of building trust in institutional circles. Key Takeaways: → When advisors offer the same portfolios and products, it becomes difficult to differentiate and demonstrate unique value to clients. → Breaking away from traditional firms allows advisors to choose their own strategies, vendors, and direction. → A distinction is made between Bitcoin and the broader crypto market, with Bitcoin seen as a unique asset due to its scarcity and structural properties. → Using tools like downside-protected ETFs and risk signals allows advisors to participate in Bitcoin’s upside while attempting to reduce volatility. → Institutional clients prioritize governance, trust, and long-term capital preservation, often evaluating the advisor as much as the strategy. Eric Runge is the founder of Family Office Bitcoin, a Registered Investment Advisor serving family offices managing $50M+ in assets. He doesn't pitch crypto. He builds institutional-grade Bitcoin portfolios designed for the kind of long-term capital allocators who measure success in generations, not quarters. Connect With Eric: Website: https://familyofficebitcoin.com/ LinkedIn: https://www.linkedin.com/in/eric-runge-veritas/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    16 Min.
  • Episode 252: Market Risk Clarity in a World of Peak Uncertainty

    Episode 252: Market Risk Clarity in a World of Peak Uncertainty
    Apr 15 2026
    If your clients want answers from today’s headlines, how do you give them clarity that still makes sense 5–10 years from now? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Nathaniel “Nat” Guild, founder and president of Apex Equity Research LLC, who discusses one of the most overlooked risks in modern portfolio building: hidden concentration risk. Nathaniel also explains why safeguarding against losses, rather than simply pursuing gains, is the real secret to long-term investing success. He further examines how passive strategies and the rapid growth of private and shadow assets are creating hidden structural risks that many advisors and clients fail to see. Key Takeaways: → The most important factor in investing isn’t maximizing returns; it’s avoiding major drawdowns that can permanently impair capital. → Seven to ten stocks now dominate major indexes, meaning many “diversified” portfolios may be far more concentrated than advisors realize. → The rise of index funds combined with growth in private assets creates distortions that can amplify volatility and reduce true diversification. → Diversifying information intake is just as important as diversifying portfolios. → Short-term media narratives often distract from meaningful long-term risks. Nathaniel “Nat” Guild is the founder and President of Apex Equity Research LLC, established in 2011 to provide rigorous investment research to financial institutions, fund managers, and fiduciaries seeking clarity in U.S. equities. Known for pinpointing critical risk factors that help long-term investors cut through market noise, Nat has advised some of the largest mutual and hedge funds in the industry. His previous firm, Short Alert, earned a Barron’s cover story for exceptional performance, and his insights have appeared in Fortune, SmartMoney, and The Wall Street Journal. In May 2025, he launched Market Risks, a semi-monthly newsletter that breaks down complex financial data and global events into clear, actionable insights for disciplined investors. Connect With Nathaniel: Website: https://apex-equity-research.com/ LinkedIn: https://www.linkedin.com/in/nathaniel-guild-b583831/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    18 Min.
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