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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
Monday Nov 27, 2023
Monday Nov 27, 2023
In this episode, we're thrilled to feature guest Whitney Elkins Hutten, the Director of Investor Education at passiveinvesting.com. We will delve into the challenges and solutions of refinancing multifamily buildings, the role preferred equity can play in such scenarios, and the overall current state of the market.
We will also discuss our unique investment approaches and predictions for the future. From expanding into other asset classes to the importance of diversification and resisting shiny object syndrome, our guests provide valuable insights you won't want to miss. You'll hear an engaging conversation about the dos and don’ts in the current market environment, with particular focus on smart investment strategies. Plus, with the ongoing housing shortage leading to potential wealth transfer, we'll talk about capital's role in filling the housing demand.
Lastly, we will stress the essential know-hows of passive investing and encourage our listeners to educate themselves before taking the leap. Whether you're already an investor or planning to become one, this episode is filled with the right ingredients to help you navigate the investment landscape.
Don't forget to like, subscribe, and leave us a positive review on iTunes or Spotify. Now, let's dive in!
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