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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 Mar 29, 2021
The Mental Game: Winning in Real Estate
Monday Mar 29, 2021
Monday Mar 29, 2021
"Develop a minimum standard every single day, 5 days a week - Mondays through Fridays with regards to your ROI, that minimum standard has to be so so simple and easy to do." - Christopher Stafford
Listen to Christopher Stafford's interview and learn easy to use tricks and tips to winning in real estate.
He is a 25 year veteran listing agent and founder of The Agent Unleashed, A Mastermind Coaching Group.
Thursday Mar 18, 2021
How to raise your capital funds
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.
Tuesday Mar 09, 2021
The Difference between borrowing from a bank and being the bank
Tuesday Mar 09, 2021
Tuesday Mar 09, 2021
“The advantage of being a lender, you don’t have to borrow. If you’re the lender you have more advantages I would say because when a note becomes a non performing note, you decide what the next step is.” - Shaunn Jones
Meet Shaunn Jones and William Rodriguez, learn how you can be the bank and create cash flow without owning real estate.
Quotegrage, Inc. is a California based Real Estate Investment firm specializing in distressed assets on Residential, Multi-Family, and Commercial Real Estate, REOs & Notes.
They are building relationships with banking and lending institutions across the country where they buy Assets for their firm and their investment partner's portfolios. One of their missions is to help people safely earn high ROI with real estate and cash-flow Notes secured by real estate to build generational wealth.
As the founding members of Quotegrage, Inc., Shaunn & William bring their experience in B2B, Customer relations, management, Social Media, and real estate; to the overall vision of Quotegrage, Inc. They are also the authors and creators of the YouTube channel and podcast CASH FLOW GENERATION.
Wednesday Mar 03, 2021
Learn these techniques to have a consistent and predictable income
Wednesday Mar 03, 2021
Wednesday Mar 03, 2021
The most significant result that you could learn from Dan is that you will have a plan and receive the results of having closings every January, February, March, and every other month of the year.
Dan Rochon is an entrepreneur, a real estate broker, and an author of Real Estate Evolution. He is an Associate Broker in VA and MD; Owner of the Greetings Virginia Real Estate Sales Network; Owner and Co-founder of Greetings Virginia, and Owner of other Joint Ventures, and a real estate principles instructor at Moseley Real Estate Schools.
Eighteen months after he got his real estate license, Dan bought the local Keller Williams Realty brokerage that he worked for and owned it for ten years until he sold it. Dan has been in business since 2007. During the time, he has succeeded, and he has fallen flat on his face. Either way, Dan has been all in!
Dan's mission is to help people achieve their greatness and open doorways to succeed through his teaching, coaching, and mentorship.
Friday Feb 26, 2021
Learn how to earn passive income even at a young age
Friday Feb 26, 2021
Friday Feb 26, 2021
At the age of 27, Rachel Richards quit her job and retired, living off $15,000 per month in passive income. Rachel is the bestselling author of “Money Honey” and “Passive Income, Aggressive Retirement.” She is a former financial advisor and a real estate investor with almost 40 rental units. By making the topic of money management fun, entertaining, and simple, Rachel has helped thousands of millennials work their way out of financial despair.
Monday Feb 22, 2021
The inbound marketing growth that will help you accelerate your growth
Monday Feb 22, 2021
Monday Feb 22, 2021
Kirky Galt, Founder, CEO and Creative Director of Creative Real Estate Copy, and Host of Real Estate Thought Leadership Podcast. He discussed marketing strategies in today’s real estate world. He discussed how commercial real estate will have one of the largest shifts in the industry. Related to marketing, Kirky emphasizes the inbound marketing growth that will help you accelerate your growth.
Thursday Feb 11, 2021
Learn to spend time with you family while you invest
Thursday Feb 11, 2021
Thursday Feb 11, 2021
Ola Dantis, an entrepreneur at heart, brings his experience in owning and managing cash flowing multifamily property in his personal real estate portfolio to larger multifamily investing with over $40,000,000M in deals.
This foundational experience derived from the strategic acquisition, renovation, and repositioning has been instrumental in the apartment syndication space, resulting in a competitive edge in value add and equity creation. In addition, Ola draws from his leadership and analytic skills as a manager for a fortune 10 company.
Thursday Feb 04, 2021
How economic independence becomes a reality?
Thursday Feb 04, 2021
Thursday Feb 04, 2021
So how economic independence becomes a reality? You just have to have a positive mindset.
On this episode my guest, Axel Meierhoefer talks about how to use a positive mindset in your investments and businesses.
As a retired Air Force officer, Axel Meierhoefer started his first company in 2005, focusing on consulting, employee skill development and program management. These areas remain in place these days and have grown internationally. He has always had a love for education and helping people help themselves become successful. As a business owner, he began thinking about applying profits towards retirement and research clearly indicated that owning real assets would be the best way. It’s also the path that the government supports the most.
This has led to the development of a residential real estate investment portfolio currently worth about $1.5 Million. It’s still growing, and many lessons he learned are now available for me to teach, coach and mentor people.
Friday Jan 29, 2021
Master the right mindset and invest in the right people
Friday Jan 29, 2021
Friday Jan 29, 2021
Tune in as John Okocha talks about mastering the right mindset and how to invest in the right people.
John Okocha is a Real Estate Investment Consultant and for New Western Acquisitions, one of the biggest cash buyers in the DFW Area and the 2nd fastest growing company in DFW.. He graduated from the Texas A&M University with a Bachelor's Degree in Economics. John currently hold a Series 7&66 license as a licensed Financial Adviser. Current focus in: Investment Properties, Rehab Analysis, Flips, Rentals, and ROI, fund management and development.
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.