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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 20, 2021
Personal meetings give you higher chance of closing the deals than phone calls
Wednesday Jan 20, 2021
Wednesday Jan 20, 2021
Omar Khan, the Co-Founder of Theta Trading. Omar holds a BA in Economics from the University of Toronto. His career spans more than 15 years in financial services. Starting out in the brokerage arm of a Big five Canadian bank, he quickly rose through the ranks of the industry to AVP in a widely known mutual fund company. He then shifted his focus, becoming a full-time real estate investor and a derivatives trader.
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