- 123
- Episodes
- 29
- Transcribed
- 31
- Ratings
- Daily
- Cadence
- 2020
- First episode
About Meet the RIA
Welcome to "Meet the RIA!" In this special podcast edition of the show, you'll hear about the biggest industry trends and get expert insights from some of the top registered investment advisors in the country.
- Publisher
- Asset TV
- Category
- business · news
- Language
- en
- Explicit
- No
- First episode
- 11 May 2020
- Latest episode
- 6 Oct 2026
Latest episodes
29 of 123 episodes have a transcript.
6 Oct 2026TRANSCRIPT
Meet the RIA: Ballentine Partners
6 Oct 2026TRANSCRIPT
Meet the RIA: Chicago Capital
2 Oct 2026TRANSCRIPT
Meet the RIA: HB Wealth
Inside a recent episode
Meet the RIA: Ballentine Partners
Published 6 Oct 2026 · Transcript excerpt
[…] Not just what can we sell? So we're very realistic with our clients. And the battles that we don't feel we can win are active management in public markets. You know, for a long time, it's been known that really nobody can with persistent because markets are extremely efficient, especially when you take into account the fees and taxes that a typical investor has to pay. So what you can win is generating tax alpha and avoiding taxes while indexing the markets. And so that is our approach in the public markets. Now, as to markets, as to battles that we can win, the place that we find we get the most alpha and win the battles are in the private markets. […]
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See plansWho has been a guest on Meet the RIA
Names identified in recent episode analyses. Showing up to five guests.
- Drew McMorrow
- David K Mabie
- Rick Fradin
- Thomas Carroll
- Tim Thomas
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 5.0 / 5
- 31 ratings
Podcast Authority Score: 38 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 48
- Social presence
- 0
- YouTube
- 0
- Engagement
- 71
Contact Meet the RIA
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about Meet the RIA
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does Meet the RIA take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
29 of 123 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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