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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 Nov 30, 2022
Wednesday Nov 30, 2022
In this episode, Melanie McDaniel, the founder of Freestyle Capital Group, will discuss high-net-worth individuals looking to invest passively in private offerings, as well as people interested in a non-conventional lifestyle who are seeking passive income in order to live their dream life. Tune in and learn the purpose of passive investing.
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