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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 Sep 03, 2020
Thursday Sep 03, 2020
Meet Pancham, He is the host and founder of The Gold Collar Investor podcast, a professional real estate fund manager and a co-founder of Mesos Capital which controls over $43M in assets. He earned a Masters from Carnegie Mellon University.
He is passionate about teaching personal finance. He is a co-founder of the popular Multifamily Mastermind NYC group and has been featured on investment panels, conferences and podcasts.
Using his engineering background and his 14 years experience in the FinTech industry, he has created systems and successfully built a portfolio which is cash-flowing over 10%. He has invested in 5 different states and internationally.
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