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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
Wednesday Jan 04, 2023
Wednesday Jan 04, 2023
Patrice Bobo-Miles, Prosperity Strategist & Mentor, shares her journey to reach financial freedom and the struggles that lead to her changing habits to reach it. In this episode, we are going to talk about responsible money management and credit use to build the foundation you need to pursue real estate investing and achieve generational wealth.
2:42 How money trauma manifests into your business life
9:10 What is retail therapy?
15:29 Overcompensating to the point of not making smart money decisions
21:21 Where’s my money going?
27:38 Our relationship with money and our childhood influences
40:36 What is your relationship with yourself? How do you manage your money?
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