Podcast appearances and mentions of seth greene

What happens when boxing, engineering, and connected fitness collide to create a smarter way to train at home? In this episode of Sharkpreneur, Seth Greene interviews Khalil Zahar, CEO and Co-Founder of FightCamp, who shares the journey from prototyping for elite athletes to creating a scalable home fitness solution, the challenges of pivoting and right-sizing during growth, and the balance between accessibility and authentic boxing training. He also discusses the future of connected fitness, hybrid training models, and how to build a passionate user community while leveraging technology to enhance engagement. Key Takeaways:→ Home fitness solutions must balance accessibility with the integrity of sport.→ Connected fitness is a growing industry because an increasing number of people continue to exercise as they age. → Having a team of the right size is critical for operational efficiency and profitability. → Micro-puzzles in entrepreneurship keep problem-solving and innovation engaging. → FightCamp is accessible across platforms via apps and social media to foster community engagement. Khalil Zahar is the Founder and CEO of FightCamp, the connected boxing platform that brings authentic fight training into people's homes. Since its launch, FightCamp has raised $100 million from investors, including Y Combinator, New Enterprise Associates, and Left Lane Capital, as well as athletes and cultural icons such as Mike Tyson, Floyd Mayweather Jr., Georges St-Pierre, and Francis Ngannou. Under Khalil's leadership, FightCamp has become one of the most recognized brands in connected fitness, combining hardware, software, and coaching to deliver a fighter-level training experience to consumers worldwide. Khalil is known for building products at the intersection of technology, sport, and culture, and for leading FightCamp through both hyper-growth and disciplined profitability in a challenging consumer hardware market. He's particularly passionate about the psychology of fighters, brand-led growth, and building companies that blend performance, storytelling, and community. Connect With Khalil:Website: https://joinfightcamp.com/Instagram: https://www.instagram.com/khalilzahar/ LinkedIn: https://www.linkedin.com/in/khalilzahar/

Most high earners follow the traditional path, but true financial freedom comes from earning, saving, and strategically leveraging money. In this episode of Sharkpreneur, Seth Greene interviews Ryan D. Lee, Founder of Wealth Outside Wall Street, who shares his journey from a six-figure corporate career to building a system for financial freedom. He also explains the three engines of wealth: earning, protecting, and generating passive income. He discusses the difference between investing and speculating, using the tax code strategically, and building a pathway to financial independence. Key Takeaways:→ The three engines of wealth are income, capital, and passive assets. → Making money is only one part; keeping money is equally critical. → Passive income converts saved capital into sustainable cash flow. → Speculating is risky; investing prioritizes safety and predictable returns.→ Success is measured by income-generating assets, not just net worth or ROI. Ryan D. Lee's journey to financial freedom began with frustration and loss. A six-figure salary and a maxed-out 401(k) weren't enough to shield him from the devastating effects of the 2008 financial crisis. Determined to find a better path, Ryan discovered a powerful combination of real estate and high-cash-value life insurance—now known as the Passive Income Machine. Today, Ryan is a trusted mentor and speaker who has helped thousands achieve financial independence. As the co-founder of Wealth Outside Wall Street, he's on a mission to teach individuals how to build cash-flowing assets, break free from conventional financial systems, and live a life of purpose and freedom. Connect With Ryan:Website: https://wealthoutsidewallstreet.com/ Instagram: https://www.instagram.com/theryandlee/ TikTok: https://www.tiktok.com/@ryan_d_lee Facebook: https://www.facebook.com/wealthoutsidewallstreet/ LinkedIn: https://www.linkedin.com/in/ryan-d-lee-31838b304/ YouTube: https://www.youtube.com/@WealthOutsideWallStreet

Discover the step-by-step system that turns accountants and attorneys into weekly referral sources for your advisory practice. In this episode of the Registered Investment Advisor Podcast, Seth Greene, Founder and CEO of Market Domination, reveals the Dream 50 referral process, designed to help registered investment advisors secure consistent weekly referrals from professional centers of influence. Drawing on decades of experience and work with more than 83 RIAs, Seth explains how to define target markets, warm up influencers through social engagement, and convert relationships into high-value leads. He also shares real client examples and the tools needed to implement this process efficiently, demonstrating how it can generate significant revenue with minimal time investment. Key Takeaways: → Define your target market precisely to focus your outreach. → Warm up influencers by engaging with them on social media and leaving reviews. → Convert influencer goodwill into actionable referrals through follow-up and strategic calls. → Capture prospect contact information and implement a multi-channel drip-follow-up system. → Done-for-you implementation by a professional staff ensures scalability and high ROI. Seth Greene is a leading authority on business growth and affiliate marketing, recognized for scaling 50 DREAM affiliates and achieving Inc. 5000 status in 2023. He co-hosts the Sharkpreneur podcast with Shark Tank's Kevin Harrington and is ranked No. 6 among the best business podcasts to listen to. A nine-time best-selling author, Seth has been featured on NBC News, CBS News, Forbes, Inc., and CBS MoneyWatch. He is the only person in history to be nominated three consecutive years for the GKIC Marketer of the Year award. A serial entrepreneur, he has founded four successful businesses and continues to guide entrepreneurs in scaling, visibility, and building profitable ecosystems. Connect With Seth: Website: https://marketdominationllc.com/ Instagram: https://www.instagram.com/_marketdomination X: https://x.com/mktdominationus Facebook: https://www.facebook.com/MarketDominationLLC LinkedIn: https://www.linkedin.com/company/market-domination-llc Learn more about your ad choices. Visit megaphone.fm/adchoices

Most adults operate in survival mode far too often, limiting critical thinking, empathy, and leadership effectiveness.In this episode of Sharkpreneur, Seth Greene interviews Dr. Eugene K. Choi, Founder & CEO of Destiny Hacks, who explains how fight, flight, and freeze responses hijack the nervous system and impede decision-making, resilience, and executive presence. He also shares practical tools for emotional regulation, accessing higher-level brain functions, and creating more effective, empathetic leadership in high-pressure environments.Key Takeaways:→ The brain operates in either survival mode or executive state, never both at once. → Chronic survival responses inhibit critical thinking and empathy.→ Emotional pain can trigger survival responses as strongly as physical threats.→ Awareness is the first step in shifting from a survival state to an executive state. → Regular practice in emotional regulation enhances leadership, problem-solving, and resilience. Dr. Eugene K. Choi is a Transformational Leadership Coach on a mission to transform leaders, businesses, and communities. He teaches executive leaders how to achieve and sustain peak performance in high-stress, high-stakes, and high-change environments.Dr. Eugene created a unique, science-backed process that teaches leaders to activate their executive brain, dramatically improving results and increasing clarity and focus in challenging, unpredictable situations. He has a background in clinical pharmacy, neuroscience, and business coaching, and has helped thousands of entrepreneurs and executives optimize their mindset, reduce toxic stress, and lead with greater impact.Dr. Eugene's expertise in audience growth has resulted in over 8 million views on his online articles and over 23 million views on his short films. He has also worked with hundreds of entrepreneurs to help them scale their businesses to generate more revenue and impact. These experiences have been critical in helping clients produce tangible results in their businesses.Connect With Eugene:Website: https://destinyhacks.co/https://eugenekchoi.comInstagram: https://www.instagram.com/eugenekchoi/LinkedIn: https://www.linkedin.com/in/eugenekchoi/

The end of the school year is beautiful… and completely exhausting.Between permission slips, award ceremonies, sports, proms, graduations, lunches, emails, and trying to keep everyone emotionally afloat, many parents are quietly running on fumes. In this honest and funny Whinypaluza Wednesday conversation, Rebecca Greene shares the reminders she desperately needed herself during the “June Jungle” and why this season can feel overwhelming even when it's filled with joyful moments.In this heartfelt episode, Rebecca Greene and Seth Greene talk about the emotional rollercoaster that comes with the end of the school year. Rebecca opens up about feeling stretched thin by nonstop school responsibilities, emotional milestones, and the pressure parents often put on themselves to “do it all.”From learning to ask for help and lean on your village to lowering expectations around perfection, Rebecca shares practical coping strategies that help her navigate May and June each year. The conversation also touches on parenting transitions, senior year emotions, the importance of downtime, and giving yourself grace during one of the busiest times of the year.Key Takeaways→ You do not have to attend every single event to be a loving parent→ Stop trying to do everything alone and lean on your support system→ The end of the school year can bring unexpected emotions and grief→ Lowering the bar in June can protect your mental health→ Small moments of peace and celebrating little wins really matter→ Compassion and grace go a long way for parents, teachers, and kids alikeIf you know a parent who is deep in the “June Jungle,” share this episode with them. Sometimes the best reminder we can hear is that we are not alone.

A business can be profitable and still leave its owner exhausted, trapped, and wondering why success feels so heavy. In this episode of Sharkpreneur, Seth Greene interviews Andy Clark, the Creator of The Whole PIE System™, who explains how small-business owners can build profitable, impactful, and enjoyable companies without getting stuck in constant reaction mode. He also shares how owners can shift from operator to true owner by clarifying priorities, strengthening accountability, improving financial management, and building systems that support sustainable growth. Key Takeaways:→ Early startup effort is not sustainable long-term.→ Profit alone doesn't create a fulfilling business. → Owners must let go if they want the business to grow. → Finance is one of the most under-resourced business functions. → The Whole PIE System™ focuses on profit, impact, and enjoyment. Andy Clark is the bestselling author and business strategist behind The Whole PIE System™, a framework that helps small business owners build more Profitable, Impactful, and Enjoyable companies. With a background in business law and two decades of advising and running businesses, Andy saw firsthand that most entrepreneurs aren't failing for lack of effort—they're overwhelmed by complexity and constant firefighting. Determined to offer a better path, he created a simple, practical system that helps owners get out of the weeds and lead with clarity and confidence. Since then, Andy has worked with business owners across North America to streamline operations, strengthen teams, and build businesses that grow sustainably without burning them out. His philosophy is direct: structure creates freedom, and small changes can unlock massive results. Known for making business feel achievable again, Andy gives overwhelmed founders the tools—and the belief—to reclaim their time, increase profit, and rediscover the joy in their work. Connect With Andy:Website: https://thewholepiesystem.com/ LinkedIn: https://www.linkedin.com/in/clarkandy8/

Federal employees often have valuable benefits, but without the right guidance, they may not understand the rules, options, and decisions that shape their retirement. In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Cassie Graves, Founder of Fed Options Consultants and Information Services, who explains how she entered the federal benefits space, why many employees misunderstand retirement eligibility, TSP rules, survivor benefits, and insurance decisions, and how advisors can better serve this specialized market. She also discusses how financial professionals can build credibility by leading with service, understanding federal benefit language, and helping employees make more informed retirement planning decisions.   Key Takeaways: → Federal benefits involve unique rules around pensions, survivor benefits, TSP withdrawals, military service credits, and retirement eligibility that many advisors overlook. → Missing prior service history, part-time service adjustments, or military deposits can significantly impact projected retirement income.    → Federal employees are highly sensitive to transactional sales approaches and respond better to advisors who lead with education and genuine support. → Recent workforce restructuring, early retirement programs, and shifting government policies have created confusion around retirement timing and financial readiness.   → Familiarity with federal systems, terminology, and planning structures helps advisors establish credibility and improve client confidence.     Cassie Graves founded Fed Options Consultants and Information Services, LLC to provide high-level back-office federal benefits support for seasoned financial professionals serving federal employees.  As the spouse of a federal employee, and with many family and friends in federal service, she saw firsthand how often benefits are misunderstood, especially approaching retirement. That insight became her mission: help employees understand the real consequences of their benefit choices.   Connect With Cassie: Facebook: https://www.facebook.com/fedoptions LinkedIn (Company): https://www.linkedin.com/company/fed-options/ LinkedIn (Personal): https://www.linkedin.com/in/cassie-graves-623ba5132/ Learn more about your ad choices. Visit megaphone.fm/adchoices

As software becomes more deeply embedded in everyday life, poor quality is no longer just an inconvenience. It can become a serious business risk. In this episode of Sharkpreneur, Seth Greene interviews Adam Sandman, Founder and CEO of Inflectra Corporation, who explains how Inflectra began by solving the problem of manual, spreadsheet-based software testing and has since evolved alongside cloud, mobile, and AI-driven technologies. He also discusses the rising stakes of software quality, the importance of clear requirements, the risks of tool fragmentation, and Inflectra's entry into a new category with AI agent testing. Key Takeaways:→ Software quality matters more as technology becomes embedded in daily life. → Inflectra was designed to make testing easier and more accessible. → Testing fails when companies don't know what their systems should do.→ Clear requirements are essential for achieving high-quality outcomes.→ AI agents and chatbots pose new testing challenges. Adam Sandman is a visionary entrepreneur and a respected thought leader in the enterprise software industry. As the Founder and CEO of Inflectra Corporation, Adam has dedicated his career to revolutionizing how businesses approach software development, testing, and lifecycle management. Under Adam's leadership, Inflectra has become a global provider of award-winning solutions, including SpiraTest's powerful test management and Rapise's flexible automation, as well as SpiraTeam's end-to-end traceability. He has led Inflectra's software suite to become a global standard, empowering teams worldwide to deliver high-quality software efficiently and collaboratively. His deep technical expertise, combined with a passion for innovation, has positioned him as a trusted voice in the field, influencing trends and shaping best practices for agile development and quality assurance. Connect With Adam:Website: https://www.inflectra.com/Instagram: https://www.instagram.com/inflectra.tech/X: https://x.com/inflectraFacebook: https://www.facebook.com/inflectraLinkedIn: https://www.linkedin.com/company/inflectra-corporation/YouTube: https://www.youtube.com/inflectracorporation

Scaling is not just about selling more. It is about knowing when the business is truly ready to grow. In this episode of Sharkpreneur, Seth Greene interviews Mark Roberge, Co-Founder & Managing Director at Stage 2 Capital, who shares lessons from helping HubSpot scale from its earliest days to IPO, including why founders often mistake early sales traction for true readiness to scale. He also discusses the role of product value, go-to-market strategy, venture capital, AI, fast-follower opportunities, and his decision to donate the book's proceeds to support mental health. Key Takeaways:→ Product value should take precedence over aggressive revenue growth.→ The startup ecosystem needs greater discipline in revenue growth. → AI is creating major opportunities and societal challenges.→ Fast followers often outperform first movers in the long run.→ Founders need frameworks for scaling, not just ambition. Mark Roberge is a Co-Founder at Stage 2 Capital, the first venture fund supported by over 1,000 top sales and marketing executives. Stage 2 has invested in more than 100 startups, helping founders with proven revenue growth strategies and experienced go-to-market leaders to accelerate their growth. He has also been a member of the teaching faculty at Harvard Business School for over a decade, designing and leading courses on sales, marketing, and entrepreneurship, mentoring thousands of student entrepreneurs, and engaging deeply with the challenges of early-stage growth. Before these roles, Mark was the fourth employee and founding CRO at HubSpot, where he built and scaled the go-to-market organization from zero revenue to a successful IPO, pioneering a data-driven, buyer-centric sales model that has since influenced go-to-market teams worldwide. Connect With Mark:Website: https://www.stage2.capital/X: https://x.com/markrobergeLinkedIn: https://www.linkedin.com/in/markroberge/

AI is not just another tool for advisors to buy. It may be the next coworker helping firms grow, serve clients, and reclaim capacity. In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Sam Sova, Co-Founder and CEO of Subatomic, who explains how advisory firms can use AI, data orchestration, and workflow-native agents to connect disconnected systems, improve operational efficiency, and create more personalized client engagement. He also discusses why AI adoption requires a different mindset than traditional software, how mid-sized firms can move quickly, and why the future advisor role will remain deeply human while becoming more scalable through AI.   Key Takeaways: → The future of AI adoption is less about buying individual tools and more about creating AI teammates that can learn preferences, complete tasks, and operate autonomously. → Most advisory firms operate with fragmented systems that do not communicate effectively. AI becomes dramatically more powerful when client data is orchestrated into a single unified view.    → Smaller and mid-sized firms can implement AI solutions quickly and adapt faster than larger institutions burdened by bureaucracy and legacy systems.   → Tasks like meeting preparation, workflow automation, and data aggregation that once consumed thousands of hours annually can now be completed in minutes.   → AI can help advisors create more meaningful client interactions by connecting personal interests, market events, and client data to generate relevant outreach opportunities.     Sam Sova is the Co-Founder and CEO of Subatomic, where he helps wealth management firms break through the growth ceiling by hiring AI Co-Workers instead of adding headcount.  Instead of layering automation on top of fragmented systems, Subatomic unifies data across the tools firms already use so AI can operate natively inside real workflows. Sam brings more than two decades of experience across marketing, strategy, and technology, with prior leadership roles at Fiserv, TIAA, AT&T, Johnson Controls, Con Edison, and Soluna.   Connect With Sam: Instagram: https://www.instagram.com/subatomicai/ LinkedIn (Company): https://www.linkedin.com/company/subatomicai/ LinkedIn (Personal): https://www.linkedin.com/in/samsova/ X (Company): https://x.com/subatomicai X (Personal): https://x.com/samsova   Learn more about your ad choices. Visit megaphone.fm/adchoices

Most business owners do not lose control all at once. They lose it slowly, one missed number, one poor structure, and one reactive tax decision at a time. In this episode of Sharkpreneur, Seth Greene interviews Peter Holtz, President of Peter Holtz CPA, who explains why traditional once-a-year accounting often leaves owners overpaying taxes, missing deductions, and making last-minute decisions that undermine long-term growth. He also explains how proactive planning, accurate books, smart business structure, margin awareness, and the right advisory team can help entrepreneurs regain control and build stronger, more profitable businesses. Key Takeaways:→ Business owners need proactive tax planning, not year-end panic attacks.→ Accurate books are the foundation for better tax decisions. → The wrong business structure can cost owners money.→ A good CPA should do more than fill out boxes on a tax return.→ Tax strategy should align with the owner's, business's, and family's goals. Peter Holtz is a seasoned CPA, entrepreneur, and tax strategist who helps business owners keep more of what they earn through proactive, year-round tax planning. With more than 20 years of experience, including time in Big 4 accounting and CFO roles for multiple companies, Peter has seen how traditional, once-a-year accounting often leaves business owners overpaying and underprepared.After recognizing the need for a more strategic approach, Peter built multiple eight-figure accounting firms designed to help business owners outsmart the IRS without relying on aggressive loopholes or unnecessary risk. He works with owners earning $500K to $10M+ to reduce taxes, protect wealth, and turn their CPA relationship into a true profit center. Connect With Peter:Website: https://peterholtzcpa.com/Instagram: https://www.instagram.com/peterholtzcpa/Facebook: https://www.facebook.com/PeterHoltzCPALinkedIn: https://www.linkedin.com/company/peterholtzcpahttps://www.linkedin.com/in/peter-holtz/

What if the reason your marketing isn't working has nothing to do with your ads? In this episode of Sharkpreneur, Seth Greene interviews Shamir Duverseau, Co-Founder and Managing Director at Smart Panda Labs, who explains why the post-click experience is the most overlooked yet critical part of the marketing funnel, especially for high-consideration purchases. He shares how aligning teams, applying behavioral psychology, and improving digital experiences after the click can dramatically increase conversions and overall performance. Key Takeaways:→ Most marketing budgets are spent before the click.→ Trust must be established immediately after the click. → Relevance is the first requirement for engagement. → Enterprise marketing challenges are often people problems. → Managing stakeholders is as important as managing strategy. Shamir Duverseau is a cofounder and Managing Director at Smart Panda Labs, a technical marketing agency for enterprise BwC brands. Throughout his career, he has worked across industries, including travel, entertainment, and technology, with brands such as Southwest Airlines, The Walt Disney Company, and NBCUniversal. Over the past 25+ years in marketing, Shamir has held leadership roles overseeing product management, digital strategy, user experience design, web development, testing, and web analytics. Before joining Smart Panda Labs, Shamir was the Senior Director of Digital Strategy and Services for Marriott International's Vacation Club Division. Connect With Shamir:Website: https://smartpandalabs.com/Facebook: https://www.facebook.com/smartpandalabsLinkedIn: https://www.linkedin.com/company/smart-panda-labs/YouTube: https://www.youtube.com/@smartpandalabs7668

What if you could score and rank hundreds of investment funds in mere moments, based on your unique preferences? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Eric Smith, J.D., Chairman & CEO of Decision Technologies Corporation, who discusses their patented decision assistant technology, designed to help investment professionals score and rank mutual funds and ETFs. This powerful tool allows advisors to customize 48 performance factors, enabling them to select the best funds for their clients and providing deeper insights than traditional rating systems like Morningstar. Tune in to learn how this innovative software can transform how you evaluate investments, optimize portfolios, and strengthen client relationships. Key Takeaways: → Why investment professionals often struggle to understand how their choices compare across the market. → How Decision Technologies' patented tool helps users score and rank investment funds objectively. → How this tool allows you to create personalized ranking systems tailored to your client's goals. → How real-time ranking allows users to monitor funds and adjust as market conditions change. → Decision Technologies provides a game-changing tool for attracting new clients and managing existing investments more effectively. Eric S. Smith, J.D., is the Chairman, CEO, and Co-Founder of Decision Technologies Corporation (DTC), where he co-invented the company's patented decision-assistance technology. This technology powers DTC's Professional RapidReview Tool (ProRRT) for investment advisors and its Retail Investment Tracking Application (RITA) for individual investors. DTC's transformative technology enables both groups to make informed investment decisions in an increasingly complex financial landscape. Additionally, Mr. Smith serves as President of Trustee Empowerment & Protection, Inc. (TEPI), an SEC-registered investment adviser that helps retirement plan sponsors mitigate risks associated with class-action lawsuits. A licensed institutional investment consultant and attorney with over 22 years of experience in corporate and ERISA law, Eric brings a client-centric perspective to financial services, focusing on empowering individual investors and their advisors. He has spoken at various conferences on fiduciary responsibility, investment decision-making, and the flaws in the financial services marketplace. Connect With Eric: Website: https://decisionengines.tech/ https://prorrt.com/ LinkedIn: https://www.linkedin.com/in/eric-smith-82558710/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What if one piece of content could open doors to opportunities you never imagined? In this episode of Sharkpreneur, Seth Greene interviews Shiloh Rodriguez, a Music Composer, Producer, & Songwriter, who shares how he strategically uses Instagram to reach decision-makers, build relationships, and create opportunities without relying heavily on paid ads. He explains how consistency, targeting specific individuals, and delivering value upfront have helped him turn creative content into real-world business results. Key Takeaways:→ Social media can be used to target specific decision-makers.→ Finding a “wave” of content that works is critical for growth.→ Organic reach can outperform paid ads when used strategically.→ Delivering value upfront helps open doors to new opportunities.→ Long-term success comes from consistent execution and visibility. Shiloh Rodriguez, a music composer, producer, and songwriter, is using the modern marketplace to build a career on his own terms. Through social media and original composition, Shiloh is turning creativity into opportunity and showing what's possible for today's artists. Connect With Shiloh:Website: https://shilohaudio.comInstagram: https://www.instagram.com/shilohrodriguez TikTok: https://www.tiktok.com/@shilohaudio?lang=en YouTube: https://www.youtube.com/channel/UCo8tj4rp-j9eWcUPTTdTMYg/videos

What if one missing sock revealed one of your biggest parenting lessons?This week on Whinypaluza Wednesday, Rebecca Greene and Seth Greene pull back the curtain on parenting mistakes, overprotecting, perfectionism, instant gratification, praise versus criticism, and learning to give yourself grace.From sleepovers and lost hoodies to AP classes, independence, grief, and the “love pause,” this honest and funny conversation reminds us that there is no perfect parent… only parents willing to learn, grow, and keep showing up.It all started with a sock.Rebecca shares the parenting moment that made her stop and realize how small frustrations can leave a lasting impact. Together, Rebecca and Seth reflect on the evolution of parenting three children, how differently we parent our first versus our last, and why sometimes the best thing we can do for our kids is step back and let them figure things out.They also dive into overpraising, overquestioning, helicopter parenting, and learning to pause before reacting.With Mother's Day around the corner, this episode is a beautiful reminder that parenting is not about perfection. It is about love, awareness, growth, and grace.Key Takeaways→ Sometimes the smallest moments create the biggest parenting lessons.→ Overprotecting often comes from love, but independence builds confidence.→ Kids do not always need us to fix their problems.→ Specific praise builds stronger self-esteem than generic compliments.→ Learning to pause before reacting can change everything.→ Parents need grace, too.Call To ActionIf this episode made you laugh, reflect, or think about your own parenting journey, please share it with a friend, another mom, dad, grandparent, or caregiver who needs this conversation.Subscribe, leave a review, and never miss an episode of The Whinypaluza Podcast.Listen here: The Whinypaluza Podcast on Apple PodcastsExplore Rebecca's blogs, free resources, and community here: Whinypaluza Official Website

What if the platform you think is too expensive is actually your most profitable channel? In this episode of Sharkpreneur, Seth Greene interviews Anthony Blatner, Managing Director at Speedwork Social, who explains how LinkedIn advertising has evolved and why it often delivers higher-quality leads despite higher upfront costs. He shares new strategies, including thought-leader ads, improved attribution tracking, and ways B2B marketers can use LinkedIn to drive demand and scale their pipelines more effectively. Key Takeaways:→ LinkedIn is best for reaching niche professionals at scale.→ Cost per quality is more important than cost per click.→ Personal LinkedIn profile ads outperform company page ads. → LinkedIn was less affected by iOS tracking changes than Meta.→ AI is changing how marketers design and analyze campaigns. Anthony Blatner is the Founder and Managing Director of Speedwork Social. This LinkedIn-focused B2B growth agency helps mid-market and enterprise SaaS companies drive revenue through high-performance LinkedIn advertising. Anthony also hosts the LinkedIn Ads Radio podcast, where he interviews LinkedIn product leaders and top B2B marketers about what is working on the platform today. He is a LinkedIn Learning Instructor for B2B Marketing on LinkedIn and teaches LinkedIn Ads Smart Tips & Tricks. Connect With Anthony:Website: https://speedworksocial.com/LinkedIn: https://www.linkedin.com/in/anthonyblatner/https://www.linkedin.com/company/speedwork/

What if your message sounds just like everyone else, and that's why clients aren't choosing you? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Jody Lowe, Founder of The Lowe Group, who explores how financial advisors can stand out in an increasingly crowded and digital-first marketplace.  Jody explains why earned media, thought leadership, and clear messaging are more important than ever as search behavior shifts, and generative AI prioritizes third-party validation over corporate content.   Key Takeaways: → Generative AI and search trends increasingly prioritize third-party media mentions over company-owned content, making PR more critical than ever. → Advisors must clearly define who they serve, how they serve them, and what makes them different in order to stand out.   → Overreliance on templated or AI-generated messaging can lead to indistinguishable brands that fail to resonate with ideal clients.   → Real client stories and relatable examples help demonstrate value more effectively than technical jargon or abstract claims.   → Strong communicators prepare clear, focused messages and deliver them conversationally, rather than relying on scattered talking points.     Jody Lowe is president and founder of Lowe Group, an award-winning financial PR, investment communications, and digital marketing firm. As an entrepreneur who has spent her entire career in the financial services industry, Jody Lowe shows up every day to help her clients build brand awareness and achieve their PR and marketing goals. She has cultivated strong relationships with top-tier media and helps leading asset management, RIAs, and financial services firms build their brands, grow assets, and gain market share.   Connect With Jody: YouTube: https://www.youtube.com/@LoweGroup-dv2pz Instagram: https://www.instagram.com/lowegroup.pr Bluesky: https://bsky.app/profile/thelowegroup.bsky.social LinkedIn (Company): https://www.linkedin.com/company/the-lowe-group-llc/ LinkedIn (Personal): https://www.linkedin.com/in/jody-lowe/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the financial advice you've been following is holding you back? In this episode of Sharkpreneur, Seth Greene interviews Garrett Gunderson, Wealth Liberation Expert and Best-Selling Author, who challenges traditional financial advice and explains why entrepreneurs need a fundamentally different approach to money, investing, and growth. He shares how mindset, cash flow strategy, and investing in yourself can create sustainable wealth and true financial independence. Key Takeaways:→ Scarcity thinking leads entrepreneurs to shrink rather than grow. → Traditional financial advice often conflicts with entrepreneurial success. → Financial independence comes from consistent cash flow, not just from assets. → Investing in skills and capabilities often outperforms traditional investments. → Focus drives growth, whereas diversification protects wealth. Garrett Gunderson helps entrepreneurs build wealth with less stress, without sacrifice, and without being suffocated by spreadsheets that look like they were designed by NASA. Known as “Money Jesus,” Garrett uses humor, storytelling, and practical strategy to make money actually make sense. His Amazon Prime comedy special, The American Ream, proves he can turn even the driest financial concepts into something hilarious and unforgettable while still delivering life-changing insight. He's also a rare advisor who helps entrepreneurs save on taxes and keep way more of what they earn without cutting back. Garrett started his first business at 15 and earned the SBA Young Entrepreneur of the Year award. He later entered the field of finance. He quickly realized the truth: no one teaches entrepreneurs the wealth strategies that actually work. After navigating the 2000 crash with brutal honesty, he devoted his life to studying what the wealthy really do, which led to his signature Rockefeller Method. Today, he helps entrepreneurs achieve financial freedom without sacrificing the life they're building. Connect With Garret:Website: https://garrettgunderson.com/

The real reason your business isn't scaling may surprise you. In this episode of Sharkpreneur, Seth Greene interviews Robert Indries, Managing Partner at Elkridge Advisors, who explains how his firm helps business owners grow, optimize, and ultimately exit by identifying systemic issues, improving operations, and increasing company valuation. He highlights the critical roles of financial analysis, operational independence, and an outside perspective in transforming a business into a scalable, sellable asset. Key Takeaways:→ Scaling is easier when starting from an established revenue base. → Every recurring issue in a company indicates a missing system.→ A business that depends on the owner is not yet a true asset. → External guidance is necessary to break through growth plateaus.→ Real growth comes from optimizing structure, not just increasing revenue. Robert Indries is an internationally recognized entrepreneur and business strategist who has generated over $500 million in results for his clients over the past decade. Featured by Entrepreneur.com as an “International Tycoon,” he owns eight businesses producing consistent seven-figure revenues, with operations spanning four continents and serving thousands of clients worldwide. With a background in hardware engineering, Robert has led more than 200 innovative projects across 19 industries, helping companies improve key performance metrics and achieve strong returns. He has traveled over 100,000 miles to deliver keynote presentations in three languages to audiences around the globe. Today, he leverages his expertise in engineering and scalable systems to help clients maximize value in mergers and acquisitions. A devoted family man, Robert prioritizes meaningful time with his loved ones. Connect With Robert:Website: https://elkridgeadvisors.com/ LinkedIn: https://www.linkedin.com/in/robertindries/

Why most advisors are drowning in marketing activity but starving for real results, and how to fix it before your pipeline runs dry. In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Matt Hicken, Senior Vice President of Consulting at Bill Good Marketing, who has coached hundreds of advisors and built practices from the ground up. In this discussion, Matt explains how Bill Good shifted from cold calling and direct mail to a system of documented best practices across 12 marketing channels, team structure, CRM, and branding. He details the key figures, the mistakes that hurt seminar ROI, and the step-by-step solutions that turn activity into assets. Key Takeaways: → Why most firms drown in tactics but starve for leads and how to pick winners. → How to diagnose seminars that aren't producing and the benchmarks to aim for. → How to identify which campaigns to scale and which to stop. → Why the best ideas should become best practices that you can repeat across markets. → The biggest myth about Bill Good Marketing and how the platform now covers the whole practice, not just marketing. Matt Hicken is the Senior Vice President of Consulting and Triple Double Architect at Bill Good Marketing. During his nearly 14 years running an advisory business, Matt and his team tripled their output, growing from $500k annually to $4.5 million. In that time, they also made a major shift, moving from a 50% transactional model to a fee-based business. Matt has over 23 years of combined experience working with advisors in practice management and consultative roles. He has traveled across North America, collaborating with some of the biggest advisory firms to analyze and overcome plateaus. Matt understands the industry and the unique challenges large teams face in running a business. He possesses the tools, processes, and real-world experience of building a business managing over half a billion dollars. Connect With Matt: Website: https://www.billgoodmarketing.com/ Facebook: https://www.facebook.com/BillGoodMarketing/ LinkedIn: https://www.linkedin.com/company/bill-good-marketing/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What if your “profit” figure is giving you a false sense of security? In this episode of Sharkpreneur, Seth Greene interviews Jay Aldebert, Chief Growth Officer at International Services, Inc., who explains that traditional accounting often overlooks critical financial realities, including debt service, working capital, and true profit requirements. He also shares how his system helps business owners uncover hidden financial gaps, improve decision-making, and build stronger, more sustainable companies. Key Takeaways:→ Most business owners treat profit as an afterthought rather than a necessity. → Accounting focuses on history, while finance focuses on what a business needs to do to survive. → Debt service is often overlooked in profit calculations but is critical to survival.→ Financial reports are lagging indicators and don't inform real-time decisions.→ Every business has a minimum required profit determined by its financial structure. Jay Aldebert is the architect behind a growing movement to replace traditional accounting as the primary decision-making system for business owners. After 25 years inside a $250 million consulting organization and conducting more than 86,000 field analyses, Jay concluded that most owners operate in financial fog, relying on backward-looking reports that fail to guide the future. He created Return to Owner (RTO), a performance system focused on operational control, profit engineering, and exit readiness—measuring success by what the owner actually takes home. Drawing on one of the largest real-world datasets of privately held businesses, Jay has identified why companies stall and profits disappear. Through his platform Profit by Design, he helps owners gain clarity, increase profitability, and build businesses that deliver real financial outcomes. Connect With Jay:Website: https://profitbydesignconsulting.com/ Instagram: https://www.instagram.com/jayaldebert/ TikTok: https://www.tiktok.com/@jay.aldebert LinkedIn: https://www.linkedin.com/in/jaybaldebert/ YouTube: https://www.youtube.com/@jay_aldebert

What happens when a simple, innovative idea becomes a $55 million business? In this episode of Sharkpreneur, Kevin Harrington and Seth Greene speak with Kris Dehnert, the founder of Dugout Mugs, who shares the incredible story of turning a baseball bat into one of the coolest and most successful drinking mugs in the world. From scaling the business by triple digits to leveraging unique customer acquisition strategies, Kris walks us through his journey of success, challenges, and growth. He also reveals how he diversified the product line and the lessons learned along the way, building a brand that is now a household name in the sports industry. Key Takeaways:→ The importance of focusing on the right metrics, like customer experience.→ Creative strategies for gaining customers through email and text messaging.→ The role of feedback and customer insight in shaping product offerings and business direction.→ How to build a brand with strong customer service and high engagement.→ Why creating a lifestyle business gives entrepreneurs freedom to travel and enjoy life.Kris Dehnert is the CEO and owner of Dugout Mugs®, a company that makes unique, MLB-licensed products for baseball fans. He is also the founder of Dehnert Media Group and a seasoned entrepreneur with over 15 years of experience in various industries, including real estate, apparel, hard goods, and affiliate marketing. With a focus on e-commerce and social media, Kris has generated over $65 million in online sales. At Dehnert Media, he advises businesses on improving their sales, marketing, eCommerce, and social media strategies, emphasizing fun, efficient systems and maximizing time and network value. Kris also runs Bigg Golf, a venture dedicated to manufacturing innovative golf products. Kris is passionate about finding businesses with potential and helping them thrive with his expertise and vision. Connect With Kris: Dugout Mugs: https://dugoutmugs.com/?Denhert Media Group: https://www.dehnertmediagroup.com/Bigg Golf: https://bigggolf.com/Instagram: https://www.instagram.com/dugoutmugsX: https://x.com/KrisDehnertFacebook: https://www.facebook.com/DehnertMediaGroup

What if the biggest risk in real estate investing isn't the market, but the way you're thinking about it? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Dwight Dunton, Founder and CEO of Bonaventure, who shares how his career began with a leveraged buyout of a struggling apartment complex and evolved into a multifaceted investment platform focused on disciplined execution and aligned capital. He breaks down the realities of market cycles and debt strategies and explains how investors can avoid costly mistakes while building sustainable wealth through multifamily real estate. Key Takeaways: → Building wealth in multifamily real estate is less about short-term flips and more about holding quality assets that generate consistent, compounding returns over time.   → Using long-term, fixed-rate financing helps investors survive economic downturns and avoid being forced out during market cycles. → Market success is driven less by job growth headlines and more by how many new units are being built. → Making decisions purely for tax benefits can lead to poor outcomes; investments must stand on their own merits first. → Renovating existing properties and improving operations can create strong returns, especially when new development is constrained.   Dwight Dunton is the Founder and CEO of Bonaventure, a respected multifamily investment firm. The company advises family offices and high-net-worth clients on building and preserving long-term wealth through multifamily real estate. Bonaventure focuses on development, investment, management, and tax-advantaged strategies across the Mid-Atlantic and Southeast.   Connect With Dwight: Website: https://bonaventure.com/ LinkedIn: https://www.linkedin.com/in/dwightdunton/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the most powerful tool in your business was the one that truly understood you better than you understand yourself? In this episode of Sharkpreneur, Kevin Harrington and Seth Greene interview Rich Schefren, owner of Strategic Profits, who discusses his most personal and groundbreaking innovation yet: Zenith Mind. Known as the "guru to the gurus," Rich has helped many entrepreneurs scale—but when he faced his own internal challenge, he turned to AI to develop a tool that would understand him deeply. What began as a personal solution has grown into a transformative system that combines self-awareness, performance psychology, and AI-powered mentorship. Key Takeaways:→ Why AI's biggest strength is pattern recognition.→ Why most advice falls short, and how personalized AI flips the script.→ How the Zenith Mirror Score shows how well your AI knows you.→ How AI can expose lifelong personal patterns that most don't even realize they are repeating.→ The ultimate vision: AI as a therapist, business strategist, partner, and friend.Rich Schefren is widely recognized as an Internet marketing pioneer and one of the world's leading experts in online business strategy. As the founder of Strategic Profits in 2005, Rich has made it his mission to turn struggling opportunity seekers into successful entrepreneurs. Throughout his career, he has coached some of the world's top online business gurus and helped his clients increase their revenues by billions of dollars.Rich has a proven track record of success, having grown three of his own businesses to 7-figure annual revenues. He is credited with authoring the first “viral” free business report and popularizing online business coaching in 2005. In 2009, he invented the first automated webinar, further revolutionizing the online business landscape. With his deep understanding of business strategy, Rich continues to be a key influencer in the world of online entrepreneurship. Connect With Rich: Website: https://richschefren.com/Instagram: https://www.instagram.com/therealrichschefren/X: https://x.com/richschefrenFacebook: https://www.facebook.com/StrategicProfitsHQLinkedIn: https://www.linkedin.com/in/rich-schefren/

Spring break sounds relaxing until you try to make everyone in the family happy at the same time.In this honest and funny episode, Rebecca Greene and Seth Greene share the reality of their whirlwind New York City spring break filled with college tours, shopping, Broadway, family negotiations, and a whole lot of walking. From Times Square chaos to Chinatown bargains, from the excitement of Chicago to the exhaustion of trying to please everyone, this trip came with plenty of memorable moments and real-life lessons.The big takeaway? You cannot make everyone happy every second of the trip, but you can take turns. Rebecca and Seth talk about balancing the needs of each family member, letting everyone choose something special, and accepting that a good family vacation does not have to be perfect to be meaningful.If you have ever come home from a trip needing a vacation from your vacation, this episode will feel very familiar.Key Takeaways:→ You cannot make everyone happy all the time, but you can take turns→ Letting each family member choose one special part of the trip helps everyone feel included→ Family travel is often more about flexibility than perfection→ Some of the best memories come from the chaos, not the plan→ A successful trip is one where everyone feels seen, even if not everyone gets their way every moment.Listen, relate, and share with a parent who needs to hear this.Follow Rebecca GreeneBlog https://www.whinypaluza.com/Podcast https://www.whinypaluza.com/podcastBook 1 https://bit.ly/WhinypaluzaBookBook 2 https://bit.ly/whinybook2Facebook https://www.facebook.com/whinypaluzaparentingandmarriageInstagram https://www.instagram.com/becgreene5/TikTok https://www.tiktok.com/@whinypaluzamom?lang=enYouTube https://www.youtube.com/WhinyPaluza

What if the career you worked hardest for is actually the thing keeping you stuck? In this episode of Sharkpreneur, Seth Greene interviews Chirag Chaudhari, MD, Emergency Physician, Real Estate Syndicator, Investor Educator, who shares how he transitioned from trading time for money in a high-income medical career to building scalable wealth through passive investing and disciplined due diligence. He breaks down how he has helped over 250 physicians access alternative investments, mitigate risk, and move toward true financial freedom. Key Takeaways:→ Passive investing allows your money to work without requiring additional time from you.→ Traditional retirement vehicles can limit growth relative to alternative investments.→ The best investors focus on mitigating downside risk before pursuing upside.→ Transparency and communication are non-negotiable in any investment partnership.→ Financial freedom changes how you show up in your career because you choose to work rather than needing to. Dr. Chirag Chaudhari is an emergency medicine physician turned real estate syndicator, known as the “Physician Fiduciary” for busy professionals. After years in medical leadership, he shifted careers after a defining “no,” prompting him to rethink his definition of success and begin what he calls his real estate fellowship.What began with a few rental properties alongside his wife has grown into a portfolio of 787 units spanning multifamily conversions, land syndications, ground-up construction, short-term rentals, and oil and gas funds.For Chirag, investing is about more than numbers. He treats each deal with the same care as a physician, conducting thorough due diligence so professionals can invest confidently, without added stress. His journey reflects resilience and a mission to help others achieve financial freedom. Connect With Chirag:Website: https://thesyndicationdoctor.com/

What happens when a traditional financial planner realizes the old playbook no longer fits the future of wealth preservation? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Eric Runge, founder of Family Office Bitcoin, who breaks down his firm's approach to risk-managed Bitcoin exposure, including downside-protected ETF strategies, and explains why he draws a sharp line between Bitcoin and the broader crypto market.  Runge also touches on portfolio construction, family office dynamics, and the realities of building trust in institutional circles.    Key Takeaways: → When advisors offer the same portfolios and products, it becomes difficult to differentiate and demonstrate unique value to clients.   → Breaking away from traditional firms allows advisors to choose their own strategies, vendors, and direction.  → A distinction is made between Bitcoin and the broader crypto market, with Bitcoin seen as a unique asset due to its scarcity and structural properties.  → Using tools like downside-protected ETFs and risk signals allows advisors to participate in Bitcoin's upside while attempting to reduce volatility. → Institutional clients prioritize governance, trust, and long-term capital preservation, often evaluating the advisor as much as the strategy.   Eric Runge is the founder of Family Office Bitcoin, a Registered Investment Advisor serving family offices managing $50M+ in assets. He doesn't pitch crypto. He builds institutional-grade Bitcoin portfolios designed for the kind of long-term capital allocators who measure success in generations, not quarters.  Connect With Eric: Website:  https://familyofficebitcoin.com/ LinkedIn: https://www.linkedin.com/in/eric-runge-veritas/ Learn more about your ad choices. Visit megaphone.fm/adchoices

If your prospects aren't making decisions as they used to, it may not be your offer; it may be how their brains process it. In this episode of Sharkpreneur, Seth Greene interviews Paul Ross, Elite Sales Trainer, who shares how his background in hypnosis and NLP led to a breakthrough understanding of how decisions are made and why most salespeople target the wrong part of the brain. He explains how language patterns, focus, and suggestion can help entrepreneurs and financial professionals dramatically improve conversions in today's distracted, fast-moving market. Key Takeaways:→ Buying decisions are made subconsciously. → Prospects must trust themselves before trusting you.→ Suggestion is more powerful than direct persuasion.→ Traditional rapport-building techniques are increasingly ineffective.→ Objections often stem from a lack of psychological positioning. For 30 years, Paul Ross has been the secret weapon for sales leaders who've exhausted conventional methods. He mastered influence in the most brutal testing ground - dating - so effectively that Tom Cruise played a character based on him in Magnolia. When clients mapped his techniques to sales and started crushing numbers, Paul saw the gap: everyone pushes facts while buying decisions happen unconsciously. So he built The Subconscious Sales Advantage - using hypnotic language to bypass resistance and create buying states in minutes. Clients see 30%+ increases in 90 days. Paul's mission: arm driven sales leaders with psychological tools their competition doesn't know exist - so they stop grinding and start dominating. Connect With Paul:Website: https://www.speakerpaulross.com/

Hiring the wrong contractor doesn't just cost money, it can turn your entire project into a nightmare. In this episode of Sharkpreneur, Seth Greene interviews Jon Grishpul, Co-Founder of GreatBuildzs, a platform dedicated to helping homeowners find ethical, vetted contractors. With a background in marketing, technology, and consulting, Jon combines his expertise with insights into the construction industry to address one of the most frustrating problems homeowners face. He explains how contractor scams work, why most online listings are misleading, and how a hands-on vetting process can protect homeowners while ensuring better outcomes for everyone involved. Key Takeaways:→ Most contractor listings favor paid ads over quality.→ Many contractor scams involve fake or stolen licenses.→ Vague estimates are a significant warning sign. → Payments should be linked to completed project milestones.→ Performance-based pricing aligns incentives for everyone involved. Jon Grishpul is the co-founder of GreatBuildz, a remodeling matching service that connects homeowners with vetted general contractors. He's built his reputation at the intersection of renovation expertise and homeowner advocacy, helping people make smarter decisions on remodels, ADUs, contractor selection, and realistic budgeting.Jon's insights have been featured in Forbes, the LA Times, U.S. News & World Report, and the Los Angeles Business Journal. He's also a sought-after podcast guest and thought leader, with appearances on A Well-Designed Business, The Tiny House Lifestyle Podcast, and the Spaces Podcast.As a published author and media contributor, Jon writes practical, expert-driven articles on home remodeling, hiring the right contractor, and planning budgets that actually hold up. Connect With Jon:Website: https://www.greatbuildz.com/Instagram: https://www.instagram.com/greatbuildz/TikTok: https://www.tiktok.com/@greatbuildzFacebook: https://www.facebook.com/GreatBuildzLinkedIn: https://www.linkedin.com/company/greatbuildz/https://www.linkedin.com/in/jongrishpul/

Helping children build self confidence is one of the most important things we do as parents.In this fan favorite episode of Whinypaluza, Rebecca Greene and Seth Greene talk about what really helps kids believe in themselves. They share honest thoughts on how confidence grows through trying new things, learning from mistakes, being encouraged by trusted adults, and discovering what makes each child unique.Rebecca and Seth also discuss why comparison can quietly damage confidence, especially when kids are measured against siblings, classmates, or friends. Instead, they encourage parents to help children focus on their own progress, celebrate who they are, and develop the resilience to keep going even when life feels hard.This episode is a strong reminder that confidence is not built overnight. It is built through support, communication, realistic expectations, and giving kids the space to grow into themselves. → Why trying new things helps children build confidence → How comparison can hurt more than it helps → Why resilience matters more than perfection → The role teachers, coaches, and other trusted adults can play → How parents can celebrate individuality without pressure → Why a growth mindset helps kids keep moving forwardThis episode is a fan favorite for a reason. If you are raising kids and want to help them feel stronger, more capable, and more confident in who they are, this conversation is worth another listen.Join the Whinypaluza community for more parenting insight and encouragement: https://www.whinypaluza.com/2024/01/24/seventeen-and-soaring/#Subscribe, share your thoughts, and stay connected with Whinypaluza.Follow Rebecca Greene Blog https://www.whinypaluza.com/Podcast https://www.whinypaluza.com/podcastBook 1 https://bit.ly/WhinypaluzaBookBook 2 https://bit.ly/whinybook2Facebook https://www.facebook.com/whinypaluzaparentingandmarriageInstagram https://www.instagram.com/becgreene5/TikTok https://www.tiktok.com/@whinypaluzamom?lang=enYouTube https://www.youtube.com/WhinyPaluza

When a serious accident turns someone's life upside down, having the right legal guidance can shape what happens next. In this episode of Sharkpreneur, Seth Greene interviews David Lever, Founder and Senior Partner of Lever & Ecker, PLLC, who discusses how his practice has grown into a boutique firm dedicated to proactive client service, effective systems, and personalized attention. He talks about the realities of accident claims, common misconceptions, and why empathy, preparation, and business discipline are important when helping injured clients move forward. Key Takeaways:→ Serious injury claims seldom settle as quickly as people expect. → Video evidence now has a greater impact in accident cases. → Headlines about verdicts often don't reveal the full legal story. → A strong law firm requires both empathy and efficient business systems. → The right legal representation can assist clients in rebuilding their lives with dignity. David B. Lever is the Founder and Senior Partner of Lever & Ecker, PLLC, a highly respected personal injury law firm based in White Plains, New York. For over 30 years, he has represented accident victims and their families, securing millions in verdicts and settlements, including a confidential $12 million resolution for a client seriously injured in a motor vehicle collision. Since 1990, David has dedicated his practice solely to helping individuals harmed through no fault of their own and has never represented insurance companies or corporate defendants. Known for his integrity, empathy, and relentless advocacy, he treats every case with personal care and attention. David earned his J.D. from Pace University School of Law and is admitted to practice in New York and New Jersey. His honors include New York Metro Super Lawyers (since 2020) and Top 25 Lawyers in Westchester County (2024, 2025). He also serves on the Board of ACLD. Connect With David:Website: https://www.leverecker.com/Instagram: https://www.instagram.com/leverecker/Facebook: https://www.facebook.com/LeverEcker/LinkedIn: https://www.linkedin.com/company/leverecker/

If your clients want answers from today's headlines, how do you give them clarity that still makes sense 5–10 years from now? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Nathaniel “Nat” Guild, founder and president of Apex Equity Research LLC, who discusses one of the most overlooked risks in modern portfolio building: hidden concentration risk. Nathaniel also explains why safeguarding against losses, rather than simply pursuing gains, is the real secret to long-term investing success. He further examines how passive strategies and the rapid growth of private and shadow assets are creating hidden structural risks that many advisors and clients fail to see.    Key Takeaways: → The most important factor in investing isn't maximizing returns; it's avoiding major drawdowns that can permanently impair capital. → Seven to ten stocks now dominate major indexes, meaning many “diversified” portfolios may be far more concentrated than advisors realize. → The rise of index funds combined with growth in private assets creates distortions that can amplify volatility and reduce true diversification. → Diversifying information intake is just as important as diversifying portfolios. → Short-term media narratives often distract from meaningful long-term risks.   Nathaniel “Nat” Guild is the founder and President of Apex Equity Research LLC, established in 2011 to provide rigorous investment research to financial institutions, fund managers, and fiduciaries seeking clarity in U.S. equities. Known for pinpointing critical risk factors that help long-term investors cut through market noise, Nat has advised some of the largest mutual and hedge funds in the industry. His previous firm, Short Alert, earned a Barron's cover story for exceptional performance, and his insights have appeared in Fortune, SmartMoney, and The Wall Street Journal. In May 2025, he launched Market Risks, a semi-monthly newsletter that breaks down complex financial data and global events into clear, actionable insights for disciplined investors.  Connect With Nathaniel: Website:  https://apex-equity-research.com/ LinkedIn: https://www.linkedin.com/in/nathaniel-guild-b583831/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Many businesses grow rapidly at first, only to hit a wall when the founder unknowingly becomes the main obstacle to scaling. In this episode of Sharkpreneur, Seth Greene interviews Sam Goodner, an Entrepreneur, Investor, Author, and Coach who has spent decades building and scaling successful companies. Sam shares the leadership principles behind his bestselling book Like Clockwork: Run Your Business with Swiss Army Precision, revealing how clarity, repeatability, and disciplined systems drive operational scalability. Drawing from his experience scaling companies like Catapult Systems and helping to build the world's largest parking technology company, Sam explains how founders can break through growth plateaus and create businesses that run smoothly without them. Key Takeaways:→ True scalability begins with complete clarity throughout organizations. → Military leadership principles translate surprisingly well into business practices. → Operational scalability depends on clarity, repeatability, and time. → Founders should create a sales playbook before hiring their first salesperson.→ Documenting best practices makes growth easier to replicate and teach. Sam Goodner is a serial entrepreneur, angel investor, and mentor known for leveraging technology to tackle complex business challenges. A dual citizen of Switzerland and the United States, his career ranges from serving as a mountain infantry officer in the Swiss Army to becoming an Inc. 500 CEO and Ernst & Young Entrepreneur of the Year.He founded Catapult Systems in 1993 and grew it into a prominent Microsoft systems integrator before its acquisition in 2013. During this time, he also launched and sold several software and digital companies, including PowerDOC, Inquisite, Mobile Alchemy, and Slingrock.Sam later helped grow FlashParking into a billion-dollar company as president and chief strategy officer. Now retired from daily operations, he focuses on mentoring entrepreneurs and sharing insights from his decades of experience. Connect With Sam:Website: http://www.samgoodner.com/ LinkedIn: https://www.linkedin.com/in/samgoodner/

What happens when the business you built becomes your identity, and then it disappears? In this episode of Sharkpreneur, Seth Greene interviews Alan Underwood, a coach and mentor, who shares his powerful journey that transformed his life and career. After losing his business and facing deep personal struggles, Alan rebuilt his life around purpose, identity, and community support for high-performing men and entrepreneurs. Today, he helps leaders rediscover meaning, rebuild relationships, and create a legacy that goes far beyond just financial success. Key Takeaways:→ How to turn failure into a turning point and define what success means to you.→ Many entrepreneurs and executives achieve success only to encounter burnout, loneliness, and a sense of meaninglessness. → Without clarity on who you are and who you want to become, even the best strategy will fall short. → Learning to change perspective can reveal solutions that once seemed out of reach. → Small daily choices about who you are becoming can gradually shape the life and legacy you want. Alan Underwood is a sought-after coach, capital strategist, and entrepreneur who helps high achievers align identity, vision, and legacy. As founder of Alan Underwood, he works with entrepreneurs, investors, and leaders to connect inner purpose with outer performance, blending high-performance strategy with personal transformation. A devoted father of eight and licensed pilot, Alan also serves as Arizona Wing Leader for Angel Flight West, coordinating volunteer missions that fly patients to life-saving medical care at no cost. Whether teaching elite mindset, legacy-based leadership, or real estate strategy, Alan inspires others to lead with purpose and live in alignment. Connect With Alan:Website: https://thealanunderwood.com/Instagram: https://www.instagram.com/thealanunderwood/LinkedIn: https://www.linkedin.com/in/the-alan-underwood/

Moms, we do this all day long… we fool ourselves.In this Whinypaluza Wednesday episode, Rebecca Greene and Seth Greene unpack the everyday thoughts and habits that quietly keep moms overwhelmed, exhausted, and stuck in unrealistic expectations.From saying “I'm fine” when we're not, to believing we have to earn rest, Rebecca shares real-life examples of how these patterns show up and how they impact our mindset, energy, and relationships.This conversation also dives into procrastination, perfectionism, comparison, and the pressure moms put on themselves to do everything and be everything.Most importantly, Rebecca challenges moms to start replacing these unhelpful thoughts with ones that actually support growth, resilience, and self-care.→ Why moms feel like they have to earn rest.→ The truth behind “no one helps me.”→ How comparison steals joy and confidence.→ Why procrastination keeps showing up.→ The importance of a growth mindset in parenting and life.This episode is a reminder that you are not alone, you are doing better than you think, and you don't have to keep believing the same limiting thoughts.

Hormonal imbalances impact more than just sexual health; they can significantly change your mood, energy, and overall well-being. In this episode of Sharkpreneur, Seth Greene interviews Jay Campbell, founder of BioLongevity Labs, who shares his journey from suffering a life-changing injury to becoming a global authority on hormone optimization. Jay discusses how hormones like testosterone, peptides, and bioidentical regulators are crucial in transforming energy levels, brain function, and athletic recovery. As the founder of BioLongevity Labs, Jay educates listeners on how modern environmental factors contribute to widespread hormonal imbalances and offers solutions to address the root causes of illness instead of just masking symptoms. Key Takeaways:→ Testosterone therapy can significantly boost energy and mood.→ Peptides and bioidentical hormones target the root cause of hormonal imbalances.→ Environmental contaminants significantly impact hormonal health.→ Many people experience hormonal imbalance without even realizing it. → Optimizing hormones enhances brain function and physical performance. Jay Campbell is a 5-time international best-selling author, men's physique champion, and the Owner and Co-Founder of BioLongevity Labs. Widely recognized as an expert in hormonal optimization, therapeutic peptides, and biohacking for health and performance, Jay is dedicated to helping people break free from the failing "sick care" system and take charge of their health. His journey started after a sports injury led him to rethink traditional health approaches. Through years of intensive research and personal experience, he discovered the power of therapeutic testosterone and peptides—two transformative tools that changed his life and health. As the founder of BioLongevity Labs, Jay leads a revolution by offering cutting-edge peptides and bioregulators to promote cellular regeneration, hormonal balance, and metabolic health. His mission is to inspire and empower others to optimize their health, reverse aging, and realize their full physical, mental, and emotional potential. Connect with Jay:Website: https://jaycampbell.com/Instagram: https://www.instagram.com/jaycampbell333/X: https://x.com/JayCampbell333Facebook: https://www.facebook.com/JayCampbell333/LinkedIn: https://www.linkedin.com/in/jayccampbell/

One wrong portfolio choice can turn a tax-saving strategy into a taxable mistake. Here's how to prevent it. In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews experienced entrepreneur and investor Jason Marcus, who discusses the realities of building, funding, and scaling companies in today's capital environment. This conversation explains the difference between fast money and smart money, emphasizing why alignment between founders and investors is essential and why disciplined decision-making is more important than market timing. For RIAs advising entrepreneurial clients or investing alongside them, it offers practical insights on navigating volatility and minimizing downside risk. Key Takeaways: → Not all funding is created equal. Strategic investors who bring experience, relationships, and discipline can be far more valuable than simply the highest valuation offer. → Clear expectations between founders and investors, especially around time horizons and exit strategy, can prevent costly misalignment later. → Entrepreneurs often underestimate how long it takes to achieve liquidity. Building financial buffers and exit optionality protects both business and family stability. → Markets fluctuate, industries trend, but disciplined underwriting and thoughtful scaling remain constant drivers of long-term success. → RIAs can add significant value by helping founders think holistically about personal wealth planning, tax strategy, and diversification beyond their primary business asset. Jason Marcus serves as Chief Operating Officer and Chief Compliance Officer at Scharf Investments, where he recently helped lead one of the largest active mutual fund-to-ETF conversions of the year. Blending executive leadership with deep operational expertise, he oversees firm operations, compliance, and strategic execution during pivotal moments of growth and change. Prior to joining Scharf in 2010, Jason spent eight years at Fairholme Capital Management in multiple operational roles during a period of rapid asset expansion, gaining firsthand insight into how structure, scale, and disciplined execution create the foundation for long-term investment success. Connect With Jason: Website: https://scharfinvestments.com/ LinkedIn: https://www.linkedin.com/company/scharfinvestments/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the biggest thing holding your business back is the founder's inability to step away from the day-to-day? In this episode of Sharkpreneur, Seth Greene interviews Robyn Goldenberg, VP at Strategy Leaders, who shares how she helps privately held companies navigate the “messy middle” of growth to become scalable, system-driven businesses. With experience guiding companies from $2M to $30M in revenue, Robyn explains why many founders remain stuck in daily operations and how operational systems can unlock growth and freedom. She also discusses financial discipline, exit planning, leadership challenges, and why a business's ultimate goal should be independence from its owner. Key Takeaways:→ When assessing a company's growth potential, profit, cash flow, and operational structure are more important than top-line revenue. → Tracking how leaders spend their time can expose major inefficiencies, helping business owners identify where to make changes.→ A healthy cash flow fosters reinvestment, stability, and effective scaling of operations.→ Businesses that rely solely on the owner are more likely to fail, whereas structured systems enable companies to function independently. → Entrepreneurs often start businesses without systems, but scaling becomes impossible without them. Robyn Goldenberg helps business owners build companies that truly work without burnout, excess, or nonsense. A strategist, operator, and mother of three, she has over 15 years of experience supporting small and midsize businesses in growing smarter. As VP at Strategy Leaders, she partners with growth-stage companies ($1.5M–$10M) to develop the structures needed for sustainable growth: clear financials, aligned leadership, operational systems, and a genuine strategic direction. Her approach is direct and action-focused, highlighting clarity, consistency, and accountability.Robyn is also the founder of Bad B CMO, a strategy-first marketing firm that emphasizes systems and a revenue-focused mindset for teams tired of wasting money. Through her third venture, Find Staff, she helps businesses hire faster by connecting them with skilled global talent. A 40 Under 40 honoree and nationally recognized speaker, she's known for her high-energy, practical insights. Connect With Robyn:Website: https://strategyleaders.com/LinkedIn: https://www.linkedin.com/in/robyngoldenberg/

What happens when an entrepreneur rejects corporate shortcuts and builds a business around relationships, trust, and long-term customer health? In this episode of Sharkpreneur, Seth Greene interviews Timothy Rexius, CEO and President of Omaha Protein Popcorn, Rexius Nutrition Corporation, and Iron Heaven Gyms. Timothy shares his unconventional journey of building a nutrition company that started from a single store in Nebraska and expanded into a multi-brand business operating across several countries. A longtime entrepreneur, former competitive bodybuilder, and international keynote speaker, Timothy now leads several ventures, including Omaha Protein Popcorn, VHI Nutraceuticals, and Iron Heaven Gyms. He explains how franchising former employees, prioritizing customer relationships over commissions, and returning to fundamental business principles helped drive long-term growth. Key Takeaways:→ Prioritize building customer relationships and trust rather than relying on high-pressure sales tactics. → Recognizing entrepreneurial potential early can foster long-term leaders. → How humility and careful planning are vital business skills. → Rexius Nutrition grew internationally through networking, collaborations, and personal contacts. → What most entrepreneurs misunderstand when trying to build a brand that truly connects with customers. Timothy Rexius is the President and CEO of Rexius Nutrition, the fastest-growing chain of retail nutritional supplement stores in the United States, with more than 25 locations across 10 states. With over 13 years of experience in the retail industry, Timothy is a proven leader in franchising, business development, and marketing strategy. He is also the co-founder and co-owner of VHI LLC, a wholesale distribution company known for its innovative supplement lines, including the popular OPP Omaha Protein Popcorn. Beyond retail and distribution, Timothy is a co-owner of Iron Heaven Gyms, a trio of premier fitness facilities in West Omaha dedicated to athletes and fitness enthusiasts of all levels. He also hosts the Now or Never Video Podcast, where he interviews successful entrepreneurs and business leaders across the Midwest. A passionate motivational speaker, Timothy shares his hard-earned insights to inspire and empower the next generation of business owners. Connect With Timothy:Website: https://timrexius.com/ Instagram: https://www.instagram.com/timothy_d_rexius/ YouTube: https://www.youtube.com/@timothydrexius

What happens when your child asks for less pressure… and you realize you might be part of the reason they feel it?In this honest Whinypaluza Wednesday conversation, Rebecca and Seth Greene unpack the delicate balance between raising high achievers and protecting their mental health. From grades and expectations to over-scheduling and self-worth, this episode dives into what really matters and how parents can shift their approach starting with themselves.This is not about lowering standards. It is about raising emotionally healthy humans. Key Takeaways → Pressure starts with us. Kids mirror how we talk to ourselves and handle expectations → Focus on effort over achievement. Hard work matters more than perfect results → A 95 is still success. Perfection is not the goal, growth is → Ask “Will this matter in a year?” to put stress into perspective → Overscheduling creates pressure. Kids need downtime to reset and think creatively → Home should feel safe, not like another place of judgment or evaluation → Normalize mistakes. They are part of learning, not failure → Teach kids to compare themselves to who they were yesterday, not to others Listen, subscribe, and share Whinypaluza with a parent who needs this reminder today.Follow Rebecca: https://linktr.ee/whinypaluzamom

What does it take to turn a premium domain name into a data-driven legal tech platform serving millions of consumers and hundreds of thousands of attorneys? In this episode of Sharkpreneur, Seth Greene interviews Colleen Joyce, CEO of Lawyer.com, who shares how the company evolved from an early domain development opportunity into a powerful legal marketplace and tech platform. She explains how Lawyer.com helps consumers find attorneys more easily, why the company considers itself a data-driven tech business within the legal industry, and how its services have expanded to include intake, call answering, and AI-powered solutions. Colleen also discusses startup mentality, product evolution, content strategy, and the challenge of staying ahead as AI rapidly reshapes both search and legal operations. Key Takeaways:→ Lawyer.com simplifies the process of finding a lawyer by acting as a match-making engine between consumers and attorneys. → The platform is centered on everyday legal needs such as divorce, estate planning, personal injury, and DUI. → Lawyer.com is a tech company first, using data and systems to drive how the business operates. → By embracing AI early, it became central to Lawyer.com's product development and future planning. → While AI can help with answering and efficiency, important or high-value legal matters still require human empathy and judgement. Colleen Joyce is the CEO of Lawyer.com, the leading online legal marketplace connecting consumers with trusted attorneys across every practice area and location. With nearly two decades of experience in digital media and domain development—from building Popstar.com and interviewing A-list celebrities to growing Lawyer.com into an industry powerhouse—Colleen brings authenticity, energy, and a growth-first mindset to everything she does. Under her leadership, Lawyer.com assists a large number of consumers each month and maintains a network of private practice attorneys who specialize in consumer law. The company's ecosystem includes LawyerLine, an AI-powered 24/7 call intake service that turns leads into signed retainers, and the Lawyer Growth Summit, an immersive annual conference that brings together legal tech innovators and forward-thinking attorneys. Colleen's brand reflects transparency, innovation, and community; she's authentic, unfiltered, and passionate about democratizing access to justice while helping lawyers grow. Connect With Colleen:Website: https://lawyer.com/ Instagram: https://www.instagram.com/lawyerdotcom X: https://x.com/lawyer Facebook: https://www.facebook.com/lawyerdotcom LinkedIn: https://www.linkedin.com/company/lawyer-com/ YouTube: https://www.youtube.com/@LDC2025/videos

Most business owners don't realize they're building an exit they can't afford. On this episode of The Registered Investment Advisor Podcast, host Seth Greene sits down with Marc Adams, founder of Acquisitions4U, who shares a deeply personal story that transformed his approach to private equity and business growth.  After being diagnosed with stage four cancer during the pandemic and told he had just six months to live, Marc was confronted with a life changing question from his 10-year-old son about what happens to business owners who never get to sell. That moment became the catalyst for the Double and Keep It Framework, designed to help founders of sub-$50 million companies dramatically increase enterprise value. Without giving up equity or taking on burdensome debt, Marc shows entrepreneurs how to exit with significantly more capital. This episode is a masterclass on purpose driven capital, smarter exits, and rethinking how founders truly monetize what they have built.  Key Takeaways: →   Nine out of ten privately held businesses never achieve the valuation owners expect or fail to sell at all. This is often due to poor exit planning and fee erosion.  →   A business generating $750K in EBITDA may only command 1–2x multiples, but when aggregated into a larger $5M+ EBITDA group, valuation multiples can expand dramatically.  →   Waiting until you're “ready to retire” often means discovering too late that taxes, fees, and valuation discounts can erode 30–50% of the sale proceeds.  →   No Equity Dilution, No Debt Servicing  →   Pivoting from traditional private equity to founder-focused value creation was fueled by personal adversity and a commitment to helping families secure financial futures.  Marc Adams is a strategy mentor and business-exit planner who helps founder-led companies double enterprise value in 12–24 months and structure tax-efficient exits—without heavy dilution or personal guarantees. He's helped take a company from roughly $140M to a $1B valuation and led a loss-making $18M-revenue business to a $140M exit. A bestselling author with Times Square features, Marc works closely with family offices and private capital, giving founders a practical, buyer-aligned playbook for value creation, clean diligence, and better after-tax outcomes.  Connect With Marc: Website:  https://acquisitions4you.com/ LinkedIn: https://www.linkedin.com/in/1marcadams/ Learn more about your ad choices. Visit megaphone.fm/adchoices

When something feels wrong with your medical care, your instinct may be to trust and move on, but that instinct could cost you more than you realize. In this episode of Sharkpreneur, Seth Greene interviews Russell R. Reynolds, JD, Co-founder of The Law Offices of Reynolds & Reynolds, a seasoned Texas trial attorney specializing in medical malpractice and personal injury law. With a background in healthcare administration and decades of courtroom experience navigating tort reform, ERISA challenges, and complex expert testimony requirements, Russell has built a firm dedicated to holding healthcare providers accountable. He shares how feasibility, case selection, and patient advocacy determine whether justice is even possible and why most potential claims never make it to court. Key Takeaways:→ Medical malpractice cases are extremely costly to pursue due to the high cost of expert witnesses→ Most firms operate on contingency, meaning attorneys personally finance cases and only recover fees if they win. → Cognitive dissonance prevents many patients from questioning their doctors even when something feels off. → Getting second or third medical opinions is both a right and an essential safeguard. → Most malpractice inquiries are rejected due to economic and legal constraints, despite genuine harm. Russell R. Reynolds, JD, earned his Juris Doctor from Thomas M. Cooley Law School and was admitted to the State Bar of Texas in 2000. He is also authorized to practice before the U.S. District Court for the Northern District of Texas. Over the past 25 years, Rusty has dedicated his career to representing individuals who have suffered personal injuries caused by others' negligence. Rusty has built a reputation as a trusted Motor Vehicle Accident Lawyer. He collaborates with the Reynolds & Reynolds team to ensure victims of Medical Malpractice, Personal Injury, Wrongful Death, and Premises Liability cases receive the compensation they deserve. Rusty co-founded The Law Offices of Reynolds & Reynolds with his sister-in-law, Debra Reynolds, in 2005. When he is not working on cases, Rusty enjoys spending time with his wife, Valerie, and their two daughters. Connect With Russell:Website: https://rrlfirm.com/

What if the fastest way to calm conflict is not defending yourself, but helping the other person feel fully heard? In this episode of Sharkpreneur, Seth Greene interviews Douglas E. Noll, Lawyer-Turned-Peacemaker, who shares the powerful method behind his book De-Escalate: How to Calm an Angry Person in 90 Seconds or Less. Drawing from decades of experience in conflict resolution, neuroscience, and even prison mediation, Doug explains how emotional validation can calm anger faster than logic, rebuttals, or apologies. He also reveals how his work has helped everyone from families and couples to incarcerated individuals and why he believes these skills could help heal deep polarization in society. Key Takeaways:→ Naming emotions helps calm the mind and regain emotional self-control.→ One of the most effective ways to start de-escalating conflict is simply observing how the other person feels. → When emotions flare up, your brain shuts down, removing logic and problem-solving during heated moments. → Apologizing too soon can backfire because people need to feel heard and emotionally understood first.→ Incarcerated individuals have used this model to become mediators and peacemakers. Douglas E. Noll is an acclaimed author, speaker, and mediator. After 22 years as a trial lawyer, he shifted to peacemaking and conflict resolution, helping people settle deep, difficult disputes. Noll teaches Decision Making Under Uncertainty and Conflict as an adjunct professor at the Pepperdine Caruso School of Law, Straus Institute. He earned a law degree from the University of the Pacific McGeorge School of Law and a Master's in Peacemaking and Conflict Studies from Fresno Pacific University. Noll co-founded the Prison of Peace Project, where he trained inmates to become peacemakers in maximum security prisons. Having mediated over 1,500 disputes, he has trained leaders and mediators around the world. Noll is the author of five books, including De-Escalate, and has developed popular online courses. He's also a jazz violinist, pilot, ski instructor, and tai chi master, living in the Sierra Nevada foothills with his wife. Connect With Doug:Website: https://dougnoll.com/podcast/seth-greene/

Sometimes support is not about having the perfect words. It is about knowing when to stop talking, stop comparing, and simply show up.In this heartfelt Whinypaluza Wednesday episode, Rebecca Greene and Seth Greene talk about what true support looks like when life hits hard. Rebecca shares a deeply personal reflection on what she learned during an emotionally overwhelming season, including why venting isn't always helpful, why people often make connections about themselves without realizing it, and what actually made her feel cared for. This is an honest conversation about grief, empathy, active listening, and how to be there for someone without taking over their story.Key Takeaways→ Support is not about saying the perfect thing. Sometimes the most powerful thing you can do is simply be present and listen.→ Venting does not always move people forward. Rebecca shares why sitting in the feeling is different from staying stuck in it.→ When someone's cup is full, they may not have the capacity to hold anyone else's emotions, and that is not selfish. It is human.→ Specific help can mean more than vague offers. A meal, a ride, or a simple check-in can be exactly what someone needs.→ Validation matters. Telling someone their feelings make sense can help them feel normal in a painful moment.→ One of the biggest lessons in this episode is simple and powerful: talk less, listen more.If this episode spoke to you, share it with someone in your support system. Visit Whinypaluza.com to explore Rebecca's blogs, podcast episodes, and free resources. You can also join the Whinypaluza Mom Support Group on Facebook for more encouragement and connection.

What if the fastest way to scale in a hyper-regulated industry is to build the platform everyone else wishes they had? In this episode of Sharkpreneur, Seth Greene interviews Joseph Shalaby, Broker and CEO of E Mortgage Capital Inc., a national mortgage bank and broker licensed in 48 states. He shares how he started in the mortgage business in 2002 and built an end-to-end, vertically integrated platform that handles licensing, compliance, audits, surety bonds, technology, and infrastructure, allowing other mortgage companies to grow faster. He also discusses the mindset behind serving-first leadership, explains why entrepreneurship is the main barrier to success in mortgages, and describes how his top-ranked business podcast has become a philanthropic passion project focused on faith, family, and self-improvement. Key Takeaways:→ E Mortgage Capital's advantage is its vertically integrated platform combining marketing, tech, legal, compliance, and infrastructure. → E Mortgage Capital focuses on a B2B platform model, bringing mortgage firms onto its infrastructure through partnerships and acquisitions. → E Mortgage Capital works with mortgage company owners who understand the leverage of a strong platform.→ Rising compliance and audit requirements are pushing smaller mortgage firms to seek larger platforms.→ Success in mortgages depends on work ethic, resilience, and an entrepreneurial mindset. Joseph Shalaby is the CEO and Broker of E Mortgage Capital Inc., a nationwide mortgage platform operating in over 40 states and employing more than 900 licensed loan officers. With over 20 years in the mortgage industry, he has built a reputation for innovation, client-focused service, and increasing access to homeownership. A graduate of UC Santa Barbara with honors, Joseph also studied law at Abraham Lincoln University School of Law, demonstrating his commitment to lifelong learning.Born in Cairo, Egypt, and raised in California, Joseph's early life and his father's journey from gas station attendant to physician shaped his drive and resilience. Under his leadership, E Mortgage Capital has become a rapidly growing national lender. Joseph is also a philanthropist and the founder of the Shalaby Foundation, supporting education and underserved communities. Connect With Joseph:Website: https://www.emortgagecapital.com/ Instagram: https://www.instagram.com/josephshalabyFacebook: https://www.facebook.com/josephshalaby/LinkedIn: https://www.linkedin.com/in/joseph-s-7611718/

What if your accountant helped you build wealth instead of just filing forms? On this episode of The Registered Investment Advisor Podcast, host Seth Greene sits down with CPA and entrepreneur Sean Duncan, founder of SMD Consulting & Accounting, who shares his unconventional journey from preparing for a career in the FBI to sparking a reinvention of the traditional CPA model.  Instead of stopping at compliance, Sean built a subscription-based, holistic advisory firm that brings together tax strategy, wealth management, insurance, and legal coordination to deliver a true family office experience for everyday clients. He shares powerful insights on building a purpose-driven business, scaling with culture, and turning accounting into a strategic engine for growth.    Key Takeaways: → Career purpose matters more than titles. → Traditional accounting leaves opportunity on the table. → SMD thrives with solo and small-group medical practices, particularly surgeons, who earn significant income but are often underserved by traditional family offices.  → Moving to fixed-fee, subscription-style services eliminates billable-hour friction and encourages deeper client engagement.  → Leading with tax strategy and integrated wealth management through partnerships creates a comprehensive solution for high-earning professionals.    Sean M. Duncan has built a powerful reputation as a thought leader in the accounting industry by championing proactive strategy, education, and real-world guidance over routine tax preparation. Through SMD Consulting and Accounting, LLC, he operates on the belief that business owners and individuals need forward-thinking advice as much as they need financial compliance. With more than 25 years of experience, Sean shares his deep expertise in tax strategy, wealth building, asset protection, legacy planning, and philanthropy through conferences, private seminars, client advisory, and mentorship, all driven by a passion for helping others achieve lasting success.  Connect With Sean: Website: https://smdaccounting.com/ LinkedIn: https://www.linkedin.com/in/sean-m-duncan-cpa/ Facebook: https://www.facebook.com/SMDConsultingAndAccounting Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the real difference between “saving money” and “building wealth” is just access and knowing how to level up? In this episode of Sharkpreneur, Seth Greene interviews Lane Kawaoka, Author of The Wealth Elevator, who went from engineering and traditional 401(k) investing to building a real estate portfolio of 11 rental properties by 2015 and leaving his day job in 2018. Lane explains the difference between “working-class” investing and “investor-class” investing—especially how accredited investors gain access to higher-quality commercial assets through syndications and private placements. He also breaks down the Wealth Elevator philosophy, the mindset shift from earning money to allocating capital, and how macroeconomics, operator skill, and liquidity constraints shape real-world investment outcomes. Key Takeaways:→ Many high-net-worth investors eventually trade scattered rental properties for larger apartment investments through pooled capital.→ Flipping properties usually involves more time and risk than long-term buy-and-hold or value-add commercial investments. → The difference between working-class and investor-class opportunities usually comes down to access to capital and larger deals. → Real estate syndications can provide investors with institutional-quality exposure while avoiding some of the inefficiencies associated with large public REIT structures.→ Surrounding yourself with experienced investors helps accelerate learning and improve decision-making. Lane Kawaoka owns 10,000+ rental units and leads the “Hui Deal Pipeline Club,” which has acquired over $2.1B+ of real estate by syndicating $200 million+ of private equity since 2016. He has returned over $ 45 million to his investors through distributions. Lane uses his Engineering degree to reverse-engineer wealth-building strategies the rich use in the Top-50 Investing Podcast, The Wealth Elevator. Connect With Lane:Website: https://thewealthelevator.com/Instagram: https://www.instagram.com/thewealthelevator/Facebook: https://www.facebook.com/TheWealthElevator/LinkedIn: https://www.linkedin.com/company/thewealthelevator/

If you're adopting AI quickly but revenue isn't increasing, the issue might not be your tools; it may be your roadmap. In this episode of Sharkpreneur, Seth Greene interviews Apryl Syed, CEO of ApetureCodex, who led three product lines at Sage and later worked on conversion strategies with enterprise brands through Bloomreach, including clients like Staples, Gap, Neiman Marcus, and Williams-Sonoma. She explains how to build an AI-enabled growth roadmap that combines people and automation, enhances the customer journey from “trial to wow,” and delivers measurable revenue growth without copying what everyone else is doing. Key Takeaways:→ Using the same AI as everyone else produces the same results.→ Some team members excel in rapid change, while others find it challenging. → Identifying where customers reach the “wow” moment helps you eliminate friction in the user journey. → After refining the product journey, improve ad targeting, then optimize landing pages and message-match. → Higher leader volume doesn't matter if the process and onboarding can't convert and retain the right customers. Apryl Syed is the CEO of ApertureCodex, a growth and innovation consultancy based in the San Francisco Bay Area. As founder, she helps technical founders see their businesses from multiple perspectives—enhancing sales, marketing, customer success, fundraising, and leadership—so they can bridge the gap between technical skills and business knowledge and grow sustainably. Previously at Sage, Apryl managed three product lines with full P&L responsibility, including sales, support, customer success, marketing, product direction, and development, and led the NPS program across Sage North America. She later led Marketing and Customer Success at Blytheco (Sage's largest U.S. partner), launched the Bellwether business magazine, developed sales onboarding, and coached teams to close million-dollar deals for manufacturers and distributors. At Bloomreach, she collaborated with enterprise brands like Staples, Neiman Marcus, and Gap to improve digital commerce performance. She also publishes Think Like a CEO and The Founder's Edge. Connect With Apryl:Website: https://www.apeturecodex.com/ Instagram: https://www.instagram.com/aprylsyedcoach/LinkedIn: https://www.linkedin.com/in/aprylsyed/

When grief hits, it does not follow a neat little schedule. In this heartfelt Whinypaluza Wednesday conversation, Rebecca Greene and Seth Greene talk openly about the loss of their dog Tanner, the emotional roller coaster of grief, and what it looks like to keep parenting, working, and showing up while carrying sadness. Rebecca shares how grief can move through denial, anger, bargaining, sadness, and acceptance all in the same day, while Seth offers the kind of simple support people actually need in hard moments.This episode also explores how grief shows up in kids, why honesty matters, how routines can help, and what not to say to someone who is hurting. Rebecca offers practical ways families can walk through grief together with more compassion, more patience, and a little more grace.→ Grief does not move in a straight line, and there is no timetable for how long it should last→ Bargaining often sounds like what if, if only, and the painful replay of choices you wish you could redo→ Kids may show grief through clinginess, irritability, headaches, sleep changes, or silence→ Parents do not need to hide sadness from their children because seeing emotions handled in a healthy way teaches resilience→ Rituals like photo albums, candles, notes, songs, or keepsakes can help families honor loss together→ The best support is simple, honest, and kind. Not be strong. Not move on. Just I'm sorry. I'm here for you.If this episode speaks to you, share it with someone who may need it today. Then follow Whinypaluza for more real conversations on parenting, marriage, emotions, and the messy middle of life.