Registered Investment Advisor Podcast

Author: Seth Greene

The Registered Investment Advisor podcast is a financial services marketing podcast for every financial service from insurance to investment advising. Host Seth Greene is a nationally recognized direct response financial services marketing expert. Guests on the RIA Podcast will include experts in the insurance marketing field. In each interview, they share financial tips and tricks to help other people in financial services and producers to up their game.
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Language: en

Genres: Business, Marketing

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Episode 247: Harnessing AI to Revolutionize Financial Services Marketing
Episode 247
Tuesday, 10 March, 2026

Are you ready to revolutionize your marketing with artificial intelligence? AI tools are transforming the way insurance agencies operate, from lead magnets to full marketing automation. On this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Michael Jans, Founder of The Society of Insura-Preneurs, Creator of the AI Growth Academy, and Co-Founder of Agency Revolution. Michael shares insights from his 30-year journey in the property, casualty, and financial services industries. He shares lessons from building and selling one of the leading marketing automation platforms in insurance and reveals what is next in his AI-driven evolution. In a live walkthrough, he builds a complete cross-sell campaign in under 40 minutes! Tune in to this masterclass on leveraging AI to scale without sacrificing personalization. Key Takeaways: → AI is only as powerful as the strategy behind it. → Using tools such as the Lead Magnet Machine, Email Genius, Message Multiplier, and Post Promoter, advisors can rapidly and systematically create multi-channel campaigns. → Data-driven email copy dramatically improves performance. → One core piece of content can be transformed into videos, podcasts, LinkedIn posts, carousel graphics, and surveys. → Constraints can become strategic assets. Michael Jans is a leading business and marketing coach for insura-preneurs ready to grow faster, earn more, and build agencies designed for long-term value rather than burnout. For more than twenty years, he has helped insurance agency owners evolve from income-driven operations into scalable, equity-focused businesses built for valuation and lasting impact. As founder of Insurance Profit Systems, The Quantum Club, Agency Revolution, and the Annual Insurance Marketing Boot Camp, and now the founder of The Society of Insura-Preneurs and creator of the AI Growth Academy, Michael equips agency leaders with AI-enabled systems that accelerate growth while expanding freedom and legacy. Connect With Michael: Website: https://www.insura-preneur.com/ LinkedIn: https://www.linkedin.com/in/michaeljans/ Learn more about your ad choices. Visit megaphone.fm/adchoices