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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 Mar 18, 2021
Thursday Mar 18, 2021
The way you can give back is through financial education, you help make poor people rich or get them on their path to financial freedom” Daniel Holmlund
Daniel Holmlund received his degree in Computer and Electrical Engineering from the University of California at Davis. He now works at Intel Corporation as a software developer and Intel community manager. He runs the Real Estate Investment club at Intel which as of June 2020 has over 700 active members. He has invested in a total of apartment units 907 units, 635 of which he has been a General Partner.
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