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Are you ready to forge stronger client relationships and make your expertise resonate? The Intelligent Investor Podcast – RIA Insights is your platform to connect meaningfully with clients and prospects alike. We know you’re balancing regulations, meetings, and market analysis, leaving little room to focus on storytelling. But sharing your insights and experiences doesn’t require a complex marketing strategy or a big production team—it only takes your voice. This podcast offers a space for Registered Investment Advisors (RIAs) to step away from traditional marketing noise and into authentic conversations that spotlight your values and expertise. Build trust, foster client loyalty, and inspire confidence as you share stories that truly matter. Why tune in? 1.Highlight your expertise in a relatable, human way. 2.Engage thousands of listeners actively seeking advisors like you. 3.Build deeper connections that turn clients into long-term advocates. Trust grows where stories inspire. Start making yours heard today. Visit: mtr.bio/shannonrobnett
Episodes
Thursday Sep 07, 2023
Thursday Sep 07, 2023
In this episode of Real Estate Rundown, Clint Coons discuss the importance of setting up effective barricades to protect your assets. Clint shares valuable insights, including real-life examples like the infamous hot coffee lawsuit, to demonstrate the significance of reputation, profitability, and proper planning. Discover why it's crucial to involve experts in tax, legal structure, and asset protection early on, and learn about targeted tax planning strategies that can maximize your investment growth. Don't miss out on this eye-opening episode that helps you navigate the complex world of asset protection and tax planning. Tune in now!
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