Podcast appearances and mentions of seth greene

What if the reason your health plan keeps failing is not a lack of discipline but a strategy never designed for your body? In this episode of Sharkpreneur, Seth Greene interviews Angelo Poli, Founder of MetPro and Author of MetPro: The Science to Transform, who explains why generic diets and standardized fitness advice often fail to deliver sustainable results. He explains how metabolic profiling uses individual data, ongoing feedback, and personalized adjustments to identify which nutrition and fitness strategies will produce the most progress. Angelo also reveals why busy entrepreneurs should rely less on willpower and instead build scientifically informed routines that yield the greatest results with the least wasted time. Key Takeaways:→ Every person responds differently to nutrition and exercise. → Metabolic profiling assesses a person's starting point and identifies the specific adjustments needed to improve body composition, energy, and performance. → A perceived “slow metabolism” may be influenced by how the body has adapted to a person's long-term habits. → Busy entrepreneurs are often derailed when their schedules become overwhelming, making a reliable routine more valuable than temporary motivation.→ The most effective health strategy focuses on actions that deliver the greatest return without unnecessary effort. Angelo Poli is the founder of MetPro and the author of MetPro: The Science to Transform. For more than 20 years, he's helped entrepreneurs, executives, professional athletes, and high performers optimize energy, body composition, performance, and longevity. His work centers on a simple idea: performance isn't just about training harder. It's about understanding how your metabolism adapts to stress, recovery, fueling, and workload over time. That's why strategies that work at one stage of training often stop working at the next. After a serious injury left him walking with a cane for nearly a decade, Angelo became obsessed with understanding what truly drives lasting transformation. That pursuit ultimately led to the creation of MetPro and a methodology that has helped more than 20,000 people achieve sustainable results. Connect With Angelo:Website: https://metpro.co/Facebook: https://www.facebook.com/MetabolicProfiling/Instagram: https://www.instagram.com/metproco/YouTube: https://www.youtube.com/@metabolicprofiling

Boundaries are not walls. They are honest guidelines that help relationships feel safer, healthier, and more balanced.In this episode of Whinypaluza Wednesday, Rebecca and Seth Greene share an honest conversation about setting boundaries in marriage, parenting, friendships, work, money, and everyday life. They discuss why staying silent to avoid conflict often creates resentment and how clearly communicating your needs can strengthen the relationships that matter most.Rebecca and Seth also explore how to respond when someone sets a boundary with you, why people-pleasing is not the same as kindness, and how to say no without guilt.In this episode:Why healthy boundaries strengthen relationshipsHow Rebecca asked Seth for better communication about his scheduleRecognizing when work is taking over your personal lifeSetting limits around your time, money, energy, and availabilityWhy your loved ones cannot read your mindHow to receive someone else's boundary without becoming defensiveWhat to do when you accidentally cross a boundaryGiving yourself permission to say noHealthy relationships require honesty, communication, and room for everyone's needs. You do not have to keep saying yes while quietly becoming frustrated. Sometimes the most loving thing you can say is, “This isn't working for me. Can we find a better way?”Visit Whinypaluza.com for more parenting, marriage, and family resources.Please follow, subscribe, share the episode, and leave a review. Your support helps more parets and families discover Whinypaluza.

The right six words can do more for your brand than 60,000 forgettable words. In this episode of Sharkpreneur, Kevin Harrington and Seth Greene interview Bill Schley, CEO and Founder of The Brand Titans USP Master Programs, who explains how microscripts help businesses communicate their unique value in a sentence or fewer. Drawing on lessons from the legendary advertising agency Ted Bates, Bill shares the five rules for an effective unique selling proposition and how to turn that positioning into a memorable problem-solution story. He also reveals why the most powerful brand messages are concise, believable, repeatable, and clearly differentiated from the competition. Key Takeaways:→ An effective brand must clearly communicate what the business does that no one else can. → Branding has little value if it fails to meaningfully differentiate a company from its competitors. → The differentiating benefit must be important to the customer and relevant to a real need. → Microscripts are short, memorable phrases that are easy to understand, remember, and repeat.→ A strong brand story should clearly present a problem, introduce the solution, and explain how the world changes as a result. Bill Schley is an award-winning branding expert, New York Times bestselling author, and lifelong entrepreneur. He is the originator of the Micro-Script concept in brand communications and is credited by celebrated marketers as the #1 USP expert in the world. His USP-centered brands have generated over $1.5 billion in documented new-business valuation and brand equity across companies ranging from global giants to acquired startups. Bill began his career as a writer at the legendary Ted Bates Advertising Agency, the original Mad Men agency in New York, where he won a National Effie Award for sales-effective advertising. His highly acclaimed books on branding and marketing are taught by experts worldwide. In addition to his latest book, The Micro-Script Rules: How to Tell Your Story and Differentiate Your Brand in a Sentence or Less, he is the author of The UnStoppables, a New York Times bestseller; Why Johnny Can't Brand, which won Strategy+Business Magazine's Top 5 Marketing Books of the Year award; and The Power of 10, an Amazon bestseller. Connect With BillWebsite: https://brandtitans.com/LinkedIn: https://www.linkedin.com/in/billschley/

What if your accredited clients could tap into institutional-quality private deals without locking up their money for a decade? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Joseph DaGrosa Jr., Founder and Chairman of DaGrosa Capital Partners LLC, who explains how his career evolved from auditing at a wirehouse to partnering with an early leveraged buyout pioneer and ultimately building Access Capital to open private equity and private credit to the mass affluent accredited investor market. He also shares why interval funds, rigorous sub-advisor due diligence, and his new educational resource, The Financial Advisor's Guide to Private Investments, are helping RIAs bring institutional-style private allocations to a broader client base. Key Takeaways:→ Why the accredited investor segment represents a massive, historically underserved opportunity for private investments.→ How the rules of the Investment Company Act of 1940 limit traditional private equity vehicles.→ How Access Capital structures registered vehicles to bring private equity and private credit access to mass affluent accredited investors.→ What interval funds are, how their semi-liquid structure works, and why they may be a fit for long-term investors who want private exposure with periodic liquidity.→ Why RIAs and RIA aggregators are turning to outsourced CIO relationships to help them evaluate and implement private investments at scale. Joseph DaGrosa Jr. is the Founder and Chairman of DaGrosa Capital Partners (DCP) and a veteran investor with over 30 years of experience across sports, entertainment, real estate, hospitality, aviation, retail, and more. He has led more than $2 billion in capitalized transactions and oversees several DCP portfolio companies, including Axxes Capital, Kapital Football Group, and Soccerex, the world's largest organizer of soccer business conferences.DaGrosa previously co-founded Quinn Residences, a $900 million single-family rental platform, and played key leadership roles in major turnarounds and acquisitions, including Heartland Food Corp., Jet Support Services Inc., and F.C. Girondins de Bordeaux. Earlier in his career, he was a partner at Maplewood Partners and began in capital markets at Paine Webber. Connect With Joe:Website: https://dagrosacp.com/X: https://x.com/joe_dagrosaLinkedIn: https://www.linkedin.com/in/joseph-dagrosa-jr-59415934/

You do not need a massive PR budget to earn meaningful media coverage, but you do need to give journalists the right response at the right time. In this episode of Sharkpreneur, Seth Greene interviews Dan Simon, CEO and Co-Founder of Qwoted, who explains how Qwoted connects journalists, podcast producers, writers, and other media professionals with credible expert sources. He also explains how business owners and professionals can improve their chances of securing media coverage by responding quickly, building complete profiles, offering authentic insights, and providing concise, usable quotes. Dan also discusses how the platform is democratizing media access while helping journalists verify sources and find perspectives they may not encounter through traditional PR agencies. Key Takeaways:→ Qwoted was created to give journalists access to a much broader and more diverse range of potential sources. → Experience in a particular profession, industry, location, or life situation can offer a valuable perspective for a story. → Sometimes journalists need personal experience and authentic opinions rather than formal credentials or advanced expertise. → Speed is one of the strongest predictors of whether a journalist will use a source's response. → Concise, memorable quotes and unique perspectives are more useful to journalists than lengthy explanations or full white papers. Dan Simon is the founder and CEO of Qwoted, an online network connecting journalists with expert sources and used by reporters across major newsrooms. He serves on the U.S. Board of Advisors for Reporters Without Borders (RSF) and has built Qwoted's work around press freedom, newsroom economics, and journalists' working conditions. Dan is also the founder and Chairman of Vested, one of the largest financial communications firms in the world. He is the author of The Money Hackers (HarperCollins, 2020), which explores how technology has transformed our relationship with money. The book was named the best small-business book by the Axiom Awards. He has been a regular columnist for Forbes, Markets Media, and CoinTelegraph, and he co-chairs the Communications Advisory Board of the Museum of American Finance. Connect With Dan:Website: https://www.qwoted.com/LinkedIn: https://www.linkedin.com/in/dansimon/

If you have ever returned home needing a vacation from your vacation, Rebecca and Seth Greene understand completely.In this episode of Whinypaluza Wednesday, Rebecca shares what she brought home from a long-awaited multigenerational family vacation besides several loads of laundry. After years of dreaming about traveling with her parents, brother, sister-in-law, nieces, husband, and children, Rebecca finally helped make it happen.The trip included college tours, jet skiing, dolphins, jellyfish, a boat ride Rebecca probably should not have taken without Dramamine, and the joy of seeing all 12 family members gathered around the same dinner table.Not everything went according to plan. The hotel room was too small, there were not enough beds, the pool was indoors, traffic added an unexpected hour to the drive, and Rebecca became seasick. But those imperfect moments helped her recognize how much pressure she places on herself to make everything perfect.Rebecca and Seth discuss why families need to plan around their real needs, why mothers must take care of themselves as carefully as they care for everyone else, and why being together matters more than creating a flawless itinerary.In this episode, you will learn:✓ Why you must stop talking about the memories you want to create and start making them happen.✓ How planning around your family's actual needs can make traveling more enjoyable for everyone.✓ Why mothers should prepare for their own comfort and health, not only their children's.✓ How the pressure to create a perfect vacation can prevent you from enjoying the experience.✓ Why connection, flexibility, and time together matter more than the hotel, schedule, or destination.The laundry eventually gets washed. The imperfect hotel room becomes a funny story. What stays with you are the memories, the laughter, and the people who were sitting around the table.Listen to What I Brought Home From Vacation Besides Laundry on The Whinypaluza Podcast.Please follow the podcast, leave a review, and share this episode with another parent who could use the reminder that family memories do not have to be perfect to be meaningful.Listen here: https://podcasts.apple.com/us/podcast/the-whinypaluza-podcast/id1534167756

What if every webinar registrant received a personalized call at the exact right moment without adding another salesperson to your team? In this episode of Sharkpreneur, Seth Greene interviews Sam Chang, Founder and CEO of VTM Group, who shares how his journey from door-to-door sales and virtual staffing led him to build AutoCaller AI, a voice AI platform that automates sales conversations. He explains how an AI webinar concierge can contact registrants before, during, and after an event to improve attendance, engagement, follow-up, and overall conversion rates. Sam also discusses drop-off recovery, personalized conversations, AI-powered sales agents, and his vision for helping more businesses build scalable webinar funnels. Key Takeaways:→ AutoCaller AI automates sales calls while maintaining a realistic tone, personalization, and conversational engagement. → Webinar operators often lose potential revenue because they lack the staff to contact every registrant personally. → Calling registrants shortly before an event can improve attendance and reduce missed opportunities.→ AI can contact no-shows five, ten, or fifteen minutes after a webinar starts, encouraging them to join. → Post-webinar calls can deliver replays, promote upcoming events, book appointments, or present special offers. Sam Chang is the founder and CEO of VTM Group, which includes VTMEMBER, a virtual staffing company, and AutoCaller AI, an AI-powered appointment-booking platform. He scaled VTMEMBER from zero to 250 employees in three years, serving clients across North America. Through AutoCaller AI, Sam helps businesses automate speed-to-lead calling, follow-up, appointment booking, and pipeline reactivation without adding headcount. The platform integrates with GoHighLevel and combines AI voice agents, paid advertising, automated nurture, and trained closers to improve show rates, close rates, and revenue growth. Before founding VTM Group, Sam helped expand TELUS's door-to-door sales operation from 25 to 350 representatives and contributed to more than $750 million in revenue. He later developed a nationally adopted sales curriculum and brought advanced sales psychology into AI voice technology. Connect With Sam:Website: http://vtmember.ca/Instagram: https://www.instagram.com/vtmember/X: https://x.com/vtmemberteamFacebook: https://www.facebook.com/vtmemberteamLinkedIn: https://www.linkedin.com/company/vtmember

What if the most important part of your financial plan has nothing to do with the numbers on your statement? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Mitch Hamer, Founder and Lead Advisor at Intersecting Wealth, who shares how his psychologically informed approach helps high-net-worth families navigate money across multiple generations. Drawing on his background in psychology, Mitch explains why the most impactful conversations rarely revolve around spreadsheets and how “life-informed” planning better reflects clients' real goals, stories, and risk capacity. He also discusses evolving the business from a trusted practice into an enduring enterprise while adapting to AI, shifting client expectations, and a rapidly changing wealth landscape. Key Takeaways:→ How life, psychology, behavior, and money shape every client's decision.→ More client breakthroughs come from conversations about biases, fears, and dreams than from portfolio models.→ How estate planning, account titling, and goal-setting are often underserved, and each entity in a complex family structure deserves its own balance sheet with clear objectives.→ What life-informed planning looks like in practice and why a one-size-fits-all model can cause advisors to miss what truly matters to clients.→ Why LinkedIn and content creation are key to Intersecting Wealth's next chapter. Mitch Hamer is the Founder and Lead Advisor at Intersecting Wealth. He values guiding families through the comprehensive financial planning process. Given his approach, which is more psychological and behavioral than financial, Mitch enjoys helping families zoom out on what gets too much attention, zoom in on what is largely ignored by advisors, and then pull it all together. He finds being on the journey with families as they find clarity around their goals and dreams, and supporting them in implementation, uniquely rewarding. Prior to founding Intersecting Wealth in 2024, Mitch spent the previous eleven years as a Financial Advisor to high-net-worth individuals and families.Connect With Mitch:Website: https://intersectingwealth.com/LinkedIn: https://www.linkedin.com/in/mitchellphamer/

Your professional expertise could become a scalable asset that generates revenue without requiring more hours from you. In this episode of Sharkpreneur, Seth Greene interviews Justin Montgomery, Founder of The Elite Nurse Practitioner, who shares how he went from working as a nurse practitioner to building cash-based medical practices and an eight-figure online education company. He explains how professionals and entrepreneurs can turn specialized knowledge into continuing education courses, build an audience, and create a scalable marketing engine. Justin also reveals why valuable content, strategic outsourcing, and separating income from personal time are essential to building a business that supports financial and location independence. Key Takeaways:→ Business ownership does not automatically create freedom if the owner must personally deliver the service.→ Cash-based business models provide owners with greater control than those dependent on third-party payers. → Early failures can provide the experience and insight needed to build a successful, repeatable business model.→ Building an audience before launching a course creates a stronger foundation for generating initial sales. → A scalable education business can create financial independence, location flexibility, and a lasting impact on customers and their families. Justin Allan Montgomery is the founder of The Elite Nurse Practitioner, a thriving business he launched in 2019 to teach nurse practitioners unique clinical and business skills, empowering them to start their own practices and break free from traditional work environments. With a background that includes a bachelor's in biology and chemistry, a bachelor's in nursing, and a Master of Science in nursing, Justin scaled his business to 7-figure annual revenue in just three years. By providing valuable content and addressing a major issue in his profession—lack of autonomy and underpayment—he built a scalable online course business that helped him achieve an 8-figure net worth. By working part-time while still seeing patients, he achieved financial independence before age 40, demonstrating the power of automation and passive income. Connect With Justin:Website: https://procoursestart.com/Facebook: https://www.facebook.com/profile.php?id=61574146510784LinkedIn: https://www.linkedin.com/company/procoursestart/YouTube: https://www.youtube.com/@ProCourseStart

What if the fastest path to business ownership is not building from scratch, but choosing the right proven system? In this episode of Sharkpreneur, Seth Greene interviews Adam Goldman, Franchise Consultant, who explains how franchise ownership can give aspiring entrepreneurs a proven system, greater agency, and a path out of corporate life. He shares how to evaluate opportunities, assess cultural fit, use franchisee validation, and understand the realities behind earnings claims and startup cash flow. Adam also reveals the biggest myths, red flags, and due-diligence questions that prospective owners should consider before choosing a franchise. Key Takeaways:→ Franchise ownership can provide a proven system for entrepreneurs who do not want to build every process from scratch.→ The best franchise owners recognize the value of following an established model, especially during the early stages of business. → Franchising extends beyond restaurants, with opportunities available across dozens of industries. → Cultural alignment between the franchisee and franchisor can be just as important as the financial opportunity.→ The right franchise can give professionals greater control over their time, income, career, and family life. Adam Goldman is a franchise consultant, experienced investor, serial entrepreneur, franchisee, and Master Franchisor with more than 20 years of experience building and growing businesses across multiple industries and continents. Throughout his career, Adam has founded three successful companies on two continents, including an IT company in Poland and a real estate investment company in Texas. Most recently, he grew the Vanguard Cleaning Area Developer concept in Houston into a multimillion-dollar annual enterprise with more than 30 franchisees and 300 customers, which he successfully sold. Adam brings a unique blend of hands-on franchise ownership, business investment experience, and entrepreneurial insight to his work as a franchise consultant. His background allows him to guide aspiring business owners through the franchise selection process with a practical, real-world perspective. Connect With Adam:Website: https://www.franchisecoach.net/Instagram: https://www.instagram.com/franchisecoach_adam/Facebook: https://www.facebook.com/leadingfranchiseconsultant/LinkedIn: https://www.linkedin.com/in/adamgoldmanfranchise/YouTube: https://www.youtube.com/channel/UCRQCtHcOPenRfQ_0IlMY08Q

What if your financial advisor cared less about beating benchmarks and more about the family tree, mission, and life you're actually building? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Tyson Ray, CFP®, CExP®, CIMA®, CEO and Founding Partner of FORM Wealth Advisors, who shares how an eviction notice on his family's fridge shaped a mission-driven approach to money. As the author of The Total Relationship and the forthcoming Total Succession, Tyson explains why real advisory work starts with family, occupation, recreation, and mission—not pie charts, past performance, or product pitches. He shares insights into scaling past a billion in assets, fixing painful missteps with clients and the team, and preparing both families and advisors for the next great wave of wealth transfer. Key Takeaways:→ How FORM Wealth Advisors structures reviews and planning to reflect the actual shape of a client's life.→ Why advisors stop selling last week's winning lottery numbers and start owning real-life responsibility for clients.→ How FORM Wealth Advisors serves every branch of the family tree and why that has been vital to the firm's growth. → Why cutting “smaller” clients can erode trust in a close-knit community.→ How inheritances split one large relationship into many smaller ones. Tyson Ray, CFP®, CExP®, CIMA®, CEO, and Founding Partner of FORM Wealth Advisors, has developed extensive expertise in investment management, financial planning, and business exit strategies, earning recognition from Forbes, Barron's, and AdvisorHub as a top advisor. Tyson also actively contributes to his community through philanthropic initiatives, including Children's World Impact.His journey began at Badger High School, where, as a sophomore, he invested $100 in mutual funds, sparking a lifelong passion for financial strategy. After graduating from the University of West Florida, he returned to Southern Wisconsin to launch his career in financial services. Tyson enjoys spending time with his wife and three children, as well as hunting, fishing, playing golf, and exploring the outdoors. Connect With Tyson:Website: https://totalsuccession.com/LinkedIn: https://www.linkedin.com/in/tysonray/

AI can write faster, but the real breakthrough occurs when it understands the strategy behind the words. In this episode of Sharkpreneur, Seth Greene interviews Jon Benson, Copywriter, Entrepreneur, and AI Pioneer, who shares how his direct-response copywriting evolved into building an AI platform for long-form sales copy. He explains why his team focuses on pre-prompting, promptless AI, frameworks, and LLM-agnostic systems rather than basic chatbot-style prompting. Jon also discusses how BNSN AI interviews users like a copywriter would, researches the market, strengthens messaging, and helps marketers create copy designed to convert. Key Takeaways:→ BNSN AI was built to help marketers create direct-response copy faster and more efficiently without replacing copywriters. → Pre-prompting and promptless AI describe how this platform guides output before a traditional prompt is ever sent. → BNSN AI is designed to work with multiple LLMs.→ The system runs copy through multiple models, settings, and revisions before the user sees the final result.→ Many AI writing tools struggle because they function as simple skins on top of chatbots rather than as purpose-built copy systems. Jon Benson is a copywriter, entrepreneur, and AI pioneer whose work has quietly shaped how the world buys online. Best known as the inventor of the Video Sales Letter, a format that became the backbone of modern digital marketing, he has spent decades writing copy that moves people to act—not through manipulation, but through what he calls “persuasion that feels good on both sides.” In 2010, Jon turned his attention to copywriting software, becoming one of the earliest pioneers at the intersection of AI and sales copy. That work eventually evolved into BNSN, a platform trained exclusively on high-converting marketing campaigns and built for small-business owners who sell good things to good people. BNSN reflects Jon's core belief that the human element of business—community, coaching, and genuine connection—distinguishes sustainable success from a flash in the pan. Connect With Jon:Website: https://bnsn.ai/Instagram: https://www.instagram.com/itsjonbenson/X: https://x.com/itsjonbensonFacebook: https://www.facebook.com/itsjonbensonLinkedIn: https://www.linkedin.com/in/jonbenson/YouTube: https://www.youtube.com/channel/UCPDvmgurd-rym4pyPjviIuw

Summer can be joyful, chaotic, and surprisingly difficult for working moms. The children are home, schedules constantly change, the house is rarely quiet, and getting through a simple workday can feel nearly impossible.In this Whinypaluza Wednesday episode, host Rebecca Greene and her husband, Seth Greene, share an honest and funny conversation about “summertime mom mode.” Rebecca explains why doing less during the summer does not mean you are failing. It may mean you are choosing connection, sunshine, friendship, and memories over an impossible standard of productivity.Rebecca and Seth discuss making time for outdoor breaks, planning vacations and social activities, trying summer hobbies, protecting personal time, and giving yourself permission to serve an easy dinner and leave the laundry for a rainy day.In this episode:✓ Why being less productive during the summer does not make you lazy.✓ How working parents can create small opportunities to enjoy the season.✓ Why you should schedule the activities you keep talking about doing.✓ How lowering expectations around meals, chores, and the perfect house creates room for connection.✓ Why moms may need more personal time when family demands increase.Listen to The Whinypaluza Podcast:https://podcasts.apple.com/us/podcast/the-whinypaluza-podcast/id1534167756Remember to like, follow, and share this episode with another mom who is deep in summertime mom mode.

Success grows stronger when faith, health, relationships, business, and finances are all moving in the same direction.In this episode of Sharkpreneur, Seth Greene interviews Ken Joslin, Founder and CEO of Grow Stack Drive, who shares his journey from youth ministry and church planting to real estate, entrepreneurship, and coaching high-performing faith-based entrepreneurs. He also explains why faith, health, and relationships must come before business and finances, how mindset and wisdom shape leadership, and why proximity to the right people can be a powerful catalyst for growth.Key Takeaways:→ Grow Stack Drive was created to support high-performing faith-based entrepreneurs through coaching, community, and leadership development.→ The Core Five Framework focuses on faith, health, relationships, business, and finances.→ Mindset alignment matters because big dreams can stall when limiting beliefs drive decision-making.→ Relationships are central to growth because the right people often unlock the next level of opportunity.→ Intentional relationships can serve as a cheat code for growth in life and business.Ken Joslin is a former pastor, top-producing real estate broker, and serial entrepreneur. He's the visionary behind the Grow Stack Drive movement, the CREATE Conference, and the As The Leader Grows podcast. Ken has coached and spoken with thousands of leaders, but his greatest calling is helping people clarify their God-given identity and build the life and business they were born to lead.Connect With Ken:Website: https://growstackdrive.com/Instagram: https://www.instagram.com/kenjoslin/Facebook: https://www.facebook.com/realkenjoslinLinkedIn: https://www.linkedin.com/in/ken-joslin-86812b197/

Financial advisors can deepen client relationships by turning tax preparation into an integrated source of insight, strategy, and year-round value.In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Richard Lavina, Co-Founder and CEO of Taxfyle, who shares how his experience as a CPA inspired him to co-found Taxfyle, a digital platform connecting individuals, businesses, and financial firms with licensed tax professionals. He explains how wealth managers and RIAs can integrate tax preparation into their existing services, access valuable client data, and provide more coordinated financial guidance without acquiring a traditional accounting practice. Richard also discusses the accounting talent shortage, the growth of fractional CPA work, the impact of AI, and the importance of preserving human connection as technology handles more administrative tasks. Key Takeaways: Taxfyle was inspired by the flexibility of the gig economy and the idea that CPAs should have greater control over when and how they work.The platform connects clients and financial firms with a network of licensed CPAs and IRS-enrolled agents.Wealth management firms can embed and white-label tax services without purchasing or operating a separate CPA practice.Tax information can help advisors better understand a client's financial position, investment needs, estate planning concerns, and overall financial wellness.Integrating tax services allows advisors to maintain greater visibility and control over the client relationship. Richard Lavina is Co-Founder and CEO of Taxfyle, an AI-powered tax preparation and planning platform that simplifies tax services for financial advisors, fintech companies, fractional CFOs, and their clients. With nearly a decade of experience leading Taxfyle's growth, Richard brings expertise in both technology and finance. Taxfyle is the United States' largest human-in-the-loop AI tax platform, with 7,200 CPAs and IRS Enrolled Agents in its network. Connect With Richard: Website: https://www.taxfyle.com/Facebook: https://www.facebook.com/taxfyle/Instagram: https://www.instagram.com/Taxfyle/X: https://x.com/TaxfyleYouTube: https://www.youtube.com/channel/UCzodnNvli_8Wip0rT6v6_lA

Pets are part of everyday life for millions of renters, but managing them fairly and consistently has become one of the biggest challenges in rental housing. In this episode of Sharkpreneur, Seth Greene interviews John R. Bradford III, Founder and CEO of PetScreening, who explains how his property management experience led him to build PetScreening as a more consistent way to manage pet policies in rental housing. He discusses how the platform helps property managers assess pet-related risk, support property owners, and set clearer expectations for pet-owning residents. He also explores broader trends in pet-inclusive housing, property rights, regulatory changes, category creation, and PetScreening's social mission through Fido Alert. Key Takeaways:→ Property managers need clear systems because pets can pose risks, liabilities, and policy challenges. → The FIDO Score helps evaluate both the pet and the owner.→ PetScreening helps property managers enforce their own rules rather than telling them what their policies should be. → PetScreening has helped housing providers rethink blanket breed restrictions.→ Creating a new software category requires persistence, education, and continuous innovation. John R. Bradford III is the Founder and CEO of PetScreening, which he launched in 2017 with a vision to promote pet inclusivity across all areas of life. Driven by his belief that breeds such as pit bulls, German shepherds, and Rottweilers should not be judged solely on breed, John sought to create a platform that provides landlords, property managers, and businesses with data-driven insights to make informed, pet-friendly decisions. His mission is simple yet powerful: to make the world more pet-inclusive, no matter where people live, work, play, or stay. Connect With John:Website: https://www.petscreening.com/LinkedIn: https://www.linkedin.com/in/john-r-bradford-iii-b519184/

Six years is a long time between visits, and I was excited to catch up with Seth Greene, someone I've known and worked with going all the way back to 2017 or 2018. Seth is the founder and CEO of Market Domination, one of the nation's foremost authorities on growing a business through strategic affiliate and referral relationships, and under his leadership Market Domination landed a spot on the Inc. 5000 list of fastest growing companies. He's also the co-host of the Sharkpreneur podcast alongside Kevin Harrington, the original Shark from Shark Tank, a nine-time bestselling author, and has been featured on NBC News, CBS News, Forbes, Inc., and CBS MoneyWatch. We got into what Market Domination is doing right now, which has changed a lot even in just the last six years. Seth walked me through two of their newest capabilities: a way to place your podcast ads on other people's podcasts to grow your own audience, and a way to pull real time Google search data to build a list of people actively searching things like "sell my house" or "rent to own" in your target city, so you can put your message directly in front of a warm audience. We also got into the biggest marketing mistake Seth sees investors make, which is simply blending in and looking like everyone else, and who his services are actually built for, established investors doing real volume, not someone on their very first deal. Seth shared his process for building a network of "dream partners," people who already have your ideal audience, and how his own book turns podcast guest appearances into a referral engine. Toward the end, Seth got personal and told me the single most important thing he's learned recently: who you're being affects how well what you do actually works. It's less about the newest marketing tactic and more about the internal work. If you want a masterclass in both cutting edge direct response marketing and the mindset underneath it, this episode has both.   Key Talking Points of the Episode 00:23  Welcoming Seth Greene back after six years and revisiting his background 02:22  Catching up on what Seth has been building since his last appearance 02:48  The two newest capabilities at Market Domination: podcast-to-podcast advertising and Google search data targeting 04:23  Who the Google search targeting tool is actually built for 05:31  The biggest marketing mistake Seth sees real estate investors make 06:41  Who Seth's services are and are not a good fit for 07:36  Using accredited investor data to help investors raise capital without their own money 08:34  Overcoming the fear of pitching investors by getting reps in and expecting rejection 09:17  Why creative deals and the three paydays model beat the old way of getting paid once 11:39  Whether budget minimums apply the same way to brand new investors 12:40  Seth's pricing tiers, from self-serve resources to a full outsourced marketing department 13:22  How to reach Seth for an exploratory call 14:00  Confirming how long Seth and Chris have worked together 14:39  Other ways to reach Seth: email, website, and LinkedIn 14:57  Where Seth sees AI heading in marketing, and why the human check still matters 16:14  What's changed in AI-assisted marketing just in the last couple of hours of testing 16:31  The three things Seth would prioritize first if he stepped into real estate marketing tomorrow 18:19  Building a network of dream JV partners who already have your ideal audience 19:29  A preview of Chris's upcoming appearance on the Sharkpreneur podcast 19:47  The most important thing Seth has learned recently: who you're being affects how well what you do works 21:17  The $4 Sandwich, the book Seth recommends for mindset work 22:14  Closing thoughts and where to find Seth going forward   Quotables "Who you're being affects how well what you do works." "If you say the same things as everybody else, nobody knows how to tell you apart." "Go have some really bad offer conversations… get some reps under your belt with getting rejected so you improve your technique."   Links Market Domination LLC (Seth's direct response marketing firm) — https://www.marketdominationllc.com Sharkpreneur Podcast (Seth's podcast with Kevin Harrington of Shark Tank) — https://sharkpreneurpodcast.com The Ultimate Guide to Growing Your Business with a Podcast: Turning Warm Fuzzy Feelings Into Cold Hard Cash (Seth's book, 30% off Amazon price for listeners as stated on air) — https://www.amazon.com/Ultimate-Guide-Growing-Business-Podcast/dp/B096LTQBH6 Book a call with Seth (free exploratory call for members of the Smart Real Estate Coach community) — https://bookwithseth.com 3 Paydays® Live https://3paydayslive.com/podcast Free Discovery Call https://smartrealestatecoachpodcast.com/discovery  3 Paydays® System Mastery Course - Use coupon code for 50% off https://smartrealestatecoach.com/qls Coupon code: pod  Apprentice Program: 3PaydaysApprentice.com/Podcast  Masterclass: https://smartrealestatecoach.com/masterspodcast 3 Paydays Books: https://3paydaysbooks.com/podcast Partners: https://smartrealestatecoach.com/podcastresources  

Confidence is not something parents can simply talk their children into having. It grows through action, practice, mistakes, hard moments, and the willingness to try again.In this honest and practical Whinypaluza Wednesday conversation, Rebecca Greene and Seth Greene explore how parents can strengthen their own confidence while helping their children do the same. Rebecca shares why avoiding difficult situations can make fear grow, while taking action, even when nervous or uncertain, shows both parents and children what they are capable of.They also discuss the hidden damage caused by constant criticism, comparison, overthinking, and taking other people's behavior personally. Rebecca reminds parents that their voices often become their children's inner voices. When parents recognize effort, normalize mistakes, and model resilience, children learn to trust themselves.Confidence does not require the absence of fear. It comes from feeling the fear, doing the hard thing, and discovering that you can handle more than you thought.In This Episode✓ Why building a child's confidence often begins with the parent.✓ Why children need opportunities to do difficult things without being rescued.✓ How avoidance allows fear and anxiety to grow.✓ Why noticing what children do well is more powerful than constantly correcting them.✓ How recovering quickly from disappointment builds resilience.A Powerful Reminder for ParentsChildren are always watching how the adults around them respond to uncertainty, mistakes, fear, and disappointment. Parents do not need to be perfectly confident. They need to demonstrate what it looks like to move forward despite feeling uncomfortable.Let children try. Let them struggle appropriately. Let them make decisions, learn from the outcome, and discover their own abilities. The goal is not to remove every hard experience. The goal is to help children believe they can handle hard experiences.Listen, follow, and share this episode with a parent who may need the reminder that confidence is built one brave decision at a time.https://linktr.ee/whinypaluzamom

A tiny molecule produced inside your body may play a major role in how well you circulate blood, manage inflammation, exercise, and age. In this episode of Sharkpreneur, Seth Greene interviews Nathan S. Bryan, Ph.D., Founder, Chairman, and CEO of Bryan Therapeutics, Inc., who explains nitric oxide's role in blood-vessel function, tissue oxygenation, inflammation, metabolism, and cellular energy, and shares his view on everyday habits that can affect the body's natural production. He also discusses the oral microbiome, dietary considerations, lifestyle practices, consumer education, and the research-based standards he believes people should use when evaluating nitric oxide-related products. Key Takeaways:→ Nitric oxide helps regulate blood flow, oxygen delivery, inflammation, metabolism, and cellular signaling. → Oral-care habits may affect the oral microbiome, which helps metabolize dietary nitrate.→ Green vegetables and beets may contain dietary nitrate.→ Product claims should be supported by scientific and clinical data. → Lifestyle habits influence nitric oxide production. Dr. Nathan S. Bryan earned his undergraduate Bachelor of Science degree in Biochemistry from the University of Texas at Austin and his doctoral degree from Louisiana State University School of Medicine in Shreveport, where he was the recipient of the Dean's Award for Excellence in Research. He pursued his postdoctoral training as a Kirschstein Fellow at Boston University School of Medicine's Whitaker Cardiovascular Institute. After a two-year post-doctoral fellowship, in 2006, Dr. Bryan was recruited to join the faculty at the University of Texas Health Science Center at Houston by Ferid Murad, M.D., Ph.D., 1998 Nobel Laureate in Medicine or Physiology. Dr. Bryan has been involved in nitric oxide research for the past 25 years and has made many seminal discoveries in the field, has dozens of issued patents, and has published more than 100 peer-reviewed scientific articles in some of the top science and medical journals. Dr. Bryan is a best-selling author and successful entrepreneur who has built a billion-dollar enterprise value portfolio of companies. Dr. Bryan is one of the most successful inventors and top revenue producers in the history of the University of Texas Health Sciences Center at Houston. He is currently the Founder, Chairman, and CEO of Bryan Therapeutics, Inc., a privately held, clinical-stage biotechnology company actively engaged in the discovery and development of nitric oxide-based therapies. BTI has active drug development programs in heart disease, Alzheimers' Disease, and topical drugs for diabetic ulcers and non-healing wounds. Dr. Bryan's consumer line of nitric oxide products is among the most innovative and successful on the market. Dr. Bryan is an international leader in molecular medicine and nitric oxide biochemistry. Connect With Nathan:Website: https://n1o1.com/https://bryantherapeutics.com/ Instagram: https://www.instagram.com/drnathansbryan X: https://x.com/drnitric LinkedIn: https://www.linkedin.com/in/drnathansbryan/ YouTube: https://www.youtube.com/@drnathansbryannitricoxide

Are you a financial advisor planning for succession or retirement? How to navigate the complex world of advisor transitions with a personalized, consultative approach. In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Andrew D. Mirolli, CEPA®, Vice President of buyAUM.com, who explains how his company acts as a “financial matchmaker,” helping financial advisors plan their succession or sale to the right buyers. Drawing from over a decade in private equity and capital raising, Andrew shares insights on how to approach succession planning, what impacts valuations, and how technology like AI and blockchain is shifting the industry. If you're a financial advisor thinking about the future of your practice, this episode provides invaluable advice on making your business more marketable and transferable. Key Takeaways:→ How buyAUM.com matches financial advisors with the right buyers.→ Why buyAUM.com focuses on deep conversations and understanding the seller's needs.→ How the surge in market consolidation has increased seller fatigue, making a personalized approach to matchmaking even more important.→ Why AI and blockchain are changing the financial advising landscape, especially in managing client relationships and valuations.→ How asking the right questions can help clients discover their ideal succession plan. Andrew D. Mirolli, CEPA®, is Vice President at buyAUM.com, where he helps independent RIAs and advisory teams design client-safe successions and growth-minded partial equity transactions. He partners with firm owners to evaluate strategic options—full exits, mergers, or “sell & grow” structures—then builds operator-grade playbooks around valuation levers, documentation, and client communications that protect trust, culture, and enterprise value. Drawing on experience with solo practices and multi-partner firms, Andrew focuses on aligning partner timelines, de-risking handoffs, and preserving retention through a clear cadence of client re-introductions and meetings. Known for translating complex deal mechanics into simple steps advisors can act on next quarter, he brings a practical lens to high-stakes transitions. Andrew is a Certified Exit Planning Advisor (CEPA®) and a frequent resource to advisors who want to prepare years before they sell—so they can exit (or scale) on their terms. Connect With Andrew: Website: https://buyaum.com/Instagram: https://www.instagram.com/buyaum/LinkedIn: https://www.linkedin.com/in/andrew-d-mirolli-cepa%C2%AE-7a304259/

More leads and more sales calls will not fix a revenue engine that cannot pinpoint where performance is breaking down. In this episode of Sharkpreneur, Seth Greene interviews Josh Troy, CEO of The WFS Group, who explains how companies can diagnose whether stalled growth comes from people, systems, sales management, training, lead routing, or an unstructured process. Josh also explains why sales efficiency matters more than surface-level volume, how founders can document their sales knowledge before handing it to a team, and where AI can enhance call analysis and revenue operations. Key Takeaways:→ Why most companies misdiagnose sales problems. → Sales problems usually fall into two categories: people issues or system issues. → Better lead routing can increase revenue and profitability. → Founders should document objection handling, talk tracks, winning and lost calls, and their sales process from the start.→ A founder who relies solely on personal credibility and instinct may struggle to translate sales success to a growing team. Josh Troy started his first video marketing agency at 21, building it from the ground up through 100% outbound sales. Early on, he developed a belief that outbound sales is the closest thing to generating “money out of thin air,” which led him to expand his expertise into direct response inbound marketing as well. Over the past decade, and with deep experience across both outbound and inbound sales motions as well as paid media, Josh has developed a unique ability to drive rapid sales growth through talent acquisition and development engines, cultivate high-performance cultures, and build data-backed sales systems designed for aggressive scale. He is known for building integrity-driven, high-intensity sales teams and architecting scalable sales infrastructures for hyper-growth businesses. As CEO of a triple-digit-headcount sales organization, Josh leads teams that generate tens of millions annually in high-ticket sales in compliance, powered by world-class sales operations and a relentless focus on execution and performance at scale. Connect With Josh:Website: https://thewfsgroup.com/Instagram: https://www.instagram.com/troy.joshua/ LinkedIn: https://www.linkedin.com/in/josh-troy-09567198/YouTube: https://www.youtube.com/@joshuatroy

Do you ever replay conversations, imagine worst case scenarios, or worry about things that haven't happened yet?You're not alone.In this Whinypaluza Wednesday episode, Rebecca Greene and Seth Greene explore why so many moms struggle with overthinking and share practical strategies to quiet anxious thoughts, reduce stress, and stop mental spirals before they take over.Rebecca explains why our brains naturally focus on problems, how overthinking impacts our mental health and parenting, and what you can do to replace worry with confidence, action, and peace of mind. You'll walk away with simple tools like journaling, scheduling "worry time," challenging negative thoughts, and building the confidence to handle whatever life brings.If you're looking for parenting encouragement, anxiety management tips, emotional wellness strategies, and practical ways to stop overthinking, this episode is packed with actionable advice you can use today.Key Takeaways✔ Why overthinking feels productive but isn't✔ How to stop assuming the worst✔ Practical ways to interrupt anxious thought patterns✔ The power of taking action instead of worrying✔ How building your confidence helps both you and your children

Your business can be busier than ever, bringing in more revenue, yet still leave you wondering where all the cash went. In this episode of Sharkpreneur, Seth Greene interviews Diane Gardner, Profit and Tax Coach, who explains why many owners face a profit problem rather than a revenue problem and how unpriced job costs, rising expenses, and unclear financial reporting can quietly drain cash from a growing business. Diane also shares how profit-first accounting structures, proactive tax planning, and simple dashboards can help owners protect cash, make better decisions, and create more time and freedom. Key Takeaways:→ Generating more sales does not automatically resolve cash-flow problems. → Profit coaching identifies the biggest profit leaks first and focuses on practical fixes that deliver fast, meaningful results. → Allocating each dollar spent can help protect funds for materials, payroll, taxes, overhead, and profit. → Opening separate tax and profit accounts is a realistic step toward building stronger financial assets. → Owner freedom means more time, less stress, and the ability to hire and delegate, not just more money. Diane Gardner, Your Profit & Tax Coach, is a speaker, best-selling author, Quilly Award recipient, and host of the Profitable Home Services Podcast. She is a Mastery Level Certified Profit First Professional, Certified Fix This Next Fixologist, Certified Tax Strategist, and Enrolled Agent. Diane helps home service business owners maximize profits, stop overpaying taxes, and gain clarity around their numbers through profit planning and tax planning. Using Profit First principles, she helps owners reduce expenses, increase profit margins, uncover missed opportunities, and keep more money in their pockets. Diane is also a strong believer in masterminds and coaching, participating in three mastermind groups while coaching other entrepreneurs. She is the author of several books, including Your Path to Profit$ and 10 Most Expensive Tax Mistakes. Connect With Diane:Website: https://taxcoach4you.com/Facebook: https://www.facebook.com/profitcoach4youhttps://www.facebook.com/dianebgLinkedIn: https://www.linkedin.com/in/dianeberrethgardner/YouTube: https://www.facebook.com/dianebg

Finance affects everyone, but the companies that explain it clearly are the ones most likely to earn trust, change behavior, and stand out.In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Dan Simon, Chairman of Vested and CEO and Co-Founder of Qwoted who discusses the communication challenges inside financial services, including the need to make complex, regulated offerings clear, credible, and relevant. He also explores how fintech, user design, financial literacy, AI, and specialized expertise are shaping the future of financial marketing and professional services. Key Takeaways: Financial services companies often struggle because their products are complicated and heavily regulated.Clear communication helps financial companies explain their value to consumers, clients, and other institutions.Finance touches public policy, capital markets, and personal financial stability.Many financial companies face brand, reputation, narrative, or perception challenges.Specialized knowledge matters because finance has strict rules about what companies can and cannot say. Dan Simon is the founder and CEO of Qwoted, an online network that connects journalists with expert sources and is used by reporters across major newsrooms. He serves on the U.S. Board of Advisors for Reporters Without Borders (RSF) and has built Qwoted's work around press freedom, newsroom economics, and journalists' working conditions. He is the author of The Money Hackers (HarperCollins, 2020), which explores how technology has transformed our relationship with money. The book was named the best small business book by the Axiom Awards. Connect With Dan: Website: https://www.qwoted.com/LinkedIn (Personal): https://www.linkedin.com/in/dansimon/

Building a successful business takes more than hard work; it takes the right systems, mentors, leadership, and a mission bigger than yourself. In this episode of Sharkpreneur, Seth Greene interviews Digna Deleon-Morris, Co-Founder of Nationwide Financial Firm, who shares her journey from arriving in the United States at 17 and earning $5.25 an hour to leading one of the fastest-growing Hispanic financial firms in the country. A Forbes-featured entrepreneur whose agents have produced more than $30 million in business, she explains how a devastating financial setback became the catalyst for a new mission centered on financial education and entrepreneurship. Digna also discusses the systems, mentorship, marketing, and leadership development that have helped her build a bilingual organization serving families and aspiring business owners nationwide. Key Takeaways:→ Sustainable business growth depends on systems, marketing, culture, and leaders who can replicate the model. → A business becomes more scalable when leaders can teach others to replicate the system successfully.→ Treating people well and helping them succeed are central to building a strong organization. → Bilingual financial education helps Latinos access more opportunities in the United States.→ Success can breed complacency, so leaders must focus on the mission and on helping the next person succeed. Digna Deleon-Morris is a nationally recognized entrepreneur, financial educator, and co-founder of Nationwide Financial Firm, one of the fastest-growing life insurance agencies serving the Hispanic market in the United States. Originally from the Dominican Republic, Digna began her career earning $5.25 an hour and rose to manage an $82 million corporate territory before transitioning to entrepreneurship. After a major financial setback in 2016, she rebuilt her life with a mission to help families protect their income and build generational wealth. Alongside her husband, Willy Morris, Digna built a scalable virtual business model that has empowered hundreds of agents nationwide to start their own agencies and serve clients in both English and Spanish. Today, their organization generates millions in annual premium and continues to expand, driven by a commitment to leadership, faith, and legacy. Digna is passionate about helping Hispanic families reclaim their identity, build wealth with purpose, and create a future that extends beyond a single generation. Connect With Digna:Website: https://www.joinnationwidefinancialfirm.com/Instagram: https://www.instagram.com/dignadeleonmorris/

Do you ever get to the end of the day feeling mentally exhausted, even if nothing "big" happened?From meals and schedules to work, parenting, shopping, and family logistics, the constant stream of decisions can leave moms completely drained. Rebecca and Seth Greene dive into the invisible mental load behind decision fatigue and share practical ways to simplify life without striving for perfection.Decision fatigue affects almost every parent, especially moms who carry the invisible mental load of running a household. Rebecca shares her own struggle with constantly making decisions and explains how changing her mindset has reduced stress and helped her enjoy life more. Together, Rebecca and Seth discuss why "good enough" is often better than perfect, how delegation works only when it's met with appreciation, and why building routines can dramatically reduce daily overwhelm.Key TakeawaysDecision fatigue is real and often comes from carrying the invisible mental load.Stop chasing the perfect decision. Aim for a good enough decision.Delegating only works when you positively reinforce the people helping you.Create routines that eliminate unnecessary daily decisions.Once you've made a thoughtful decision, choose to be happy with it instead of second-guessing yourself.Every decision doesn't have to be perfect. Sometimes the greatest gift you can give yourself is simply making a choice, moving forward, and trusting that you'll adjust if needed. Progress creates peace far faster than perfection ever will.Listen here:https://linktr.ee/whinypaluzamom

An accident can disrupt far more than a vehicle, and the decisions made in the first days can shape medical care, financial recovery, and a family's future. In this episode of Sharkpreneur, Seth Greene interviews Brent Couture, an attorney at Couture Law P.A., who explains why listening is central to effective representation, the mistakes people make when managing a claim on their own, and the questions attorneys must ask to assess liability, causation, and damages. Brent also discusses why underinsured motorist coverage matters in Florida, what clients should expect from their attorney-client relationship, and how recent tort reform has shortened the time available to pursue certain claims. Key Takeaways:→ Even a seemingly minor crash can create a ripple effect across medical care, work, family responsibilities, and finances. → Every personal injury case requires careful scrutiny of liability, causation, and damages.→ Clients should be open about symptoms and prior medical conditions so that an attorney can understand the full impact of the collision. → The term “full-coverage” can be misleading because state-minimum insurance limits may not adequately protect someone following a serious crash. → Effective representation requires understanding how an injury affects a client's routines, caregiving responsibilities, work, travel, and quality of life. Brent A. Couture earned his B.S. in Economics from the University of California, San Diego, where he also lettered for the intercollegiate volleyball team. He began his legal education at the University of West Los Angeles School of Law, then transferred to Barry University School of Law in Orlando, where he graduated. He limits his practice to plaintiff's personal injury, wrongful death, and medical malpractice cases. Connect With Brent:Website: https://couturelawoffices.com/X: https://x.com/couturelawpaLinkedIn: https://www.linkedin.com/in/brent-couture-26ba221b3/https://www.linkedin.com/company/couture-law-pa/

Selling a business can be financially successful and still leave an owner unprepared for what comes next. In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Scott Snider, President of the Exit Planning Institute and the Operating Partner of Snider Premier Growth, who explains why an exit strategy is a good business strategy, how intentional value creation can make a company more ready and attractive, and why owners need to plan for their identity and future beyond the business. Scott also outlines how CEPA-trained advisors, coordinated professional teams, and owner education help business owners build stronger companies and prepare for their next chapter. Key Takeaways: · A successful business exit requires personal planning in addition to business and financial preparation. · Owners should start preparing long before a sale because the actions that improve a business now can also increase its future value. · Exit planning is not just about selling a company; it is about building a more valuable, transferable, and resilient business. · Growing a company intentionally requires attention to human, customer, structural, and social capital. · Owners often regret an exit when they have not adequately considered what they are transitioning toward after the business. Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the organization's strategic direction and oversees the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience for advisors across all specialties around the globe. Connect With Scott: Website: https://exit-planning-institute.org/ LinkedIn (Personal): https://www.linkedin.com/in/scott-snider-epi/ LinkedIn (Company): https://www.linkedin.com/company/exit-planning-institute/ Facebook: https://www.facebook.com/exitplanninginstitute/ YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA Learn more about your ad choices. Visit megaphone.fm/adchoices

Selling a business can be financially successful and still leave an owner unprepared for what comes next.   In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Scott Snider, President of the Exit Planning Institute and the Operating Partner of Snider Premier Growth, who explains why an exit strategy is a good business strategy, how intentional value creation can make a company more ready and attractive, and why owners need to plan for their identity and future beyond the business. Scott also outlines how CEPA-trained advisors, coordinated professional teams, and owner education help business owners build stronger companies and prepare for their next chapter.   Key Takeaways:   ·        A successful business exit requires personal planning in addition to business and financial preparation. ·        Owners should start preparing long before a sale because the actions that improve a business now can also increase its future value. ·        Exit planning is not just about selling a company; it is about building a more valuable, transferable, and resilient business. ·        Growing a company intentionally requires attention to human, customer, structural, and social capital. ·        Owners often regret an exit when they have not adequately considered what they are transitioning toward after the business.   Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the organization's strategic direction and oversees the company's operations and chapter development.  Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience for advisors across all specialties around the globe.   Connect With Scott:  Website: https://exit-planning-institute.org/ LinkedIn (Personal): https://www.linkedin.com/in/scott-snider-epi/ LinkedIn (Company): https://www.linkedin.com/company/exit-planning-institute/ Facebook: https://www.facebook.com/exitplanninginstitute/ YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA   Learn more about your ad choices. Visit megaphone.fm/adchoices

The right executive hire can accelerate everything, while the wrong one can cost a company far more than a bad résumé suggests. In this episode of Sharkpreneur, Seth Greene interviews David Ulrich, Founder and Principal at David Ulrich Associates, who shares how business owners can distinguish polished candidates from leaders truly equipped to perform, why entrepreneurial capacity matters, and where companies often go wrong when hiring senior executives. He also explains the evolving role of LinkedIn and AI in executive search, the importance of maintaining a strong professional network, and why great recruiters have a fiduciary-level responsibility to both candidates and clients. Key Takeaways:→ Strong leadership skills can transfer across industries when candidates understand people, operations, and accountability. → Great executive hiring begins with asking the right questions about the business's real needs. → Professionals should build relationships with trusted recruiters before they need to find a new role.→ A strong LinkedIn profile should clearly convey experience, values, and capabilities. → Ethical recruiters prioritize long-term fit and the well-being of candidates and clients alike. David Ulrich is a seasoned Executive Search and Human Capital Strategist with more than 15 years of experience across the restaurant, hospitality, franchising, and real estate industries. He has a proven record of recruiting, developing, and retaining top talent for organizations at all levels. David is known for his client-focused approach and for providing honest, timely feedback to build long-term relationships. His extensive industry network includes major private equity firms and global restaurant and hotel companies, giving him unparalleled access to top talent and opportunities. David holds a Bachelor of Arts in Economics from the University of Massachusetts Amherst. Connect With David:Website: https://www.davidulrichassociates.com/ LinkedIn: https://www.linkedin.com/company/david-ulrich-associates-executive-search

After an accident, the first call from an insurance adjuster may seem helpful, but it can shape the outcome of a claim before an injured person understands their options. In this episode of Sharkpreneur, Seth Greene interviews Kevin Kaufman, Founding Partner and Attorney at Kaufman & McPherson Personal Injury Lawyers, who discusses how his transition from corporate law to a client-centered personal injury practice shaped his approach to advocacy, communication, and client reassurance. Kevin also explains how early legal guidance, trial preparation, and realistic expectations can affect the value and resolution of an injury claim. Key Takeaways:→ Injured people should be cautious about early insurance offers. → Insurance companies seek to resolve claims at the lowest possible cost.→ Trial preparation can strengthen settlement leverage. → Clients need clear explanations free of legal jargon.→ Community understanding can strengthen client advocacy. Kevin S. Kaufman graduated from Bridgeport High School in 1977, where he received a National Merit Scholarship, a full scholarship from Consolidated Natural Gas Company, and a West Virginia Achievement Scholarship. Mr. Kaufman completed his education at West Virginia University, where he earned a Bachelor of Science in Business Administration, an MBA, and a law degree. Upon graduating from law school, Mr. Kaufman accepted a position with Columbia Gas Transmission Corporation. Shortly thereafter, he was selected to work in the law department of the newly formed production branch, Columbia Natural Resources. In 1987, Mr. Kaufman left the Columbia system to form the Charleston law firm Pierson & Kaufman. He remained a partner in that firm and in its successor, Pierson, Kaufman & Stowers, until 1992. In 1992, Mr. Kaufman returned home to North Central West Virginia and established The Law Offices of Kevin S. Kaufman, which ultimately became Kaufman & McPherson, PLLC. Connect With Kevin:Website: https://wvattorneys.com/X: https://x.com/KaufmanMcPhers1Facebook: https://www.facebook.com/KaufmanMcPhersonPLLCLinkedIn: https://www.linkedin.com/company/kaufman-mcpherson-pllc/YouTube: https://www.youtube.com/@kaufmanmcphersonpllc

What changes when prospective clients already understand your value before they ever schedule a first meeting? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Gabe McManus, Publisher at The Influential Advisor, who explains how books, storytelling, and guest podcasting can help advisors clarify their message, build trust with ideal prospects, and create more opportunities to speak and grow their visibility. Gabe also shares why advisors do not need to be writers to create a book and how coaching can help them communicate in a polished version of their own voice. Key Takeaways: → A well-written book allows prospective clients to understand an advisor's philosophy, process, and expertise before they ever become a prospect. → Clients connect with stories because they help people see themselves in the challenges, solutions, and transformations being discussed. → Publishing a book can lead to speaking engagements, podcast appearances, media exposure, and stronger referral conversations. → Appearing as a guest on established podcasts allows advisors to reach targeted audiences without the workload of producing their own show. → The most effective communicators learn how to express their ideas clearly, conversationally, and in ways that inspire action. Gabe McManus is the Publisher of Influential Advisor Media and a go-to resource for financial advisors who want to grow their practices through authority marketing. Gabe works with financial advisors to write and market their books, prepare for podcasts, and build the kind of credibility that attracts ideal clients. He believes the advisors who communicate well do not just stand out from the competition. They become the obvious choice in their market. Connect With Gabe: Website: ⁠https://influentialadvisor.com/⁠ LinkedIn: ⁠https://www.linkedin.com/in/gabemcmanus/⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

What changes when prospective clients already understand your value before they ever schedule a first meeting? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Gabe McManus, Publisher at The Influential Advisor, who explains how books, storytelling, and guest podcasting can help advisors clarify their message, build trust with ideal prospects, and create more opportunities to speak and grow their visibility. Gabe also shares why advisors do not need to be writers to create a book and how coaching can help them communicate in a polished version of their own voice. Key Takeaways: → A well-written book allows prospective clients to understand an advisor's philosophy, process, and expertise before they ever become a prospect. → Clients connect with stories because they help people see themselves in the challenges, solutions, and transformations being discussed. → Publishing a book can lead to speaking engagements, podcast appearances, media exposure, and stronger referral conversations. → Appearing as a guest on established podcasts allows advisors to reach targeted audiences without the workload of producing their own show. → The most effective communicators learn how to express their ideas clearly, conversationally, and in ways that inspire action. Gabe McManus is the Publisher of Influential Advisor Media and a go-to resource for financial advisors who want to grow their practices through authority marketing. Gabe works with financial advisors to write and market their books, prepare for podcasts, and build the kind of credibility that attracts ideal clients. He believes the advisors who communicate well do not just stand out from the competition. They become the obvious choice in their market. Connect With Gabe: Website: ⁠https://influentialadvisor.com/⁠ LinkedIn: ⁠https://www.linkedin.com/in/gabemcmanus/⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Your packaging may be costing you sales, attention, and margin before a customer even tries your product. In this episode of Sharkpreneur, Seth Greene interviews Jason Wong, Founder and CEO of Paking Duck, who discusses his transition from selling products to manufacturing custom packaging for consumer brands. He explains how factory-direct production, e-commerce experience, and attention to design details can help brands improve packaging quality while reducing costs. Jason also shares how packaging can support social media marketing, strengthen the customer experience, and help growing brands prepare for retail scale. Key Takeaways:→ Packaging can influence marketing performance. → Better packaging can enhance product presentation.→ Packaging should enhance the unboxing experience.→ Strong design details can increase perceived value. → Factory-direct sourcing can reduce packaging costs. Jason Wong is an operator with a background spanning growth marketing, operations, and manufacturing. He is the CEO and founder of Pughaus, a holding company for a portfolio of consumer brands and supply chain service providers. Under the Pughaus umbrella, Jason launched Saucy, a full-service sourcing and logistics firm that helps brands identify the right supply-chain partners and drive cost efficiencies. In 2023, he introduced Paking Duck, Saucy's packaging manufacturing arm, delivering factory-direct pricing and production solutions tailored to emerging brands. Jason's CPG investments focus on backing category challengers led by AAPI founders. Notable investments include Doe Lashes, Fly by Jing, Nectar Hard Seltzer, Kaja Beauty, and Awkward Essentials. He has also invested in e-commerce martech companies, including Triple Whale, Postscript, Skio, Icon, Octane AI, Siena CX, Social Snowball (acquired), and Lyvecom (acquired). Connect With Jason:Website: https://www.pug.haus/Instagram: https://www.instagram.com/pugTikTok: https://www.tiktok.com/@pugX: https://x.com/eggroli

What if a single real estate deal could generate upfront cash, monthly income, and long-term wealth without relying on traditional bank financing? In this episode of Sharkpreneur, Seth Greene interviews Chris Prefontaine, Chairman and Founder of Smart Real Estate Coach®, who shares how he rebuilt after the 2008 real estate crash and developed a creative-financing approach to investing. He explains his Three Paydays system, designed to generate upfront income, monthly cash flow, and long-term wealth from a single property transaction. Chris also discusses owner financing, lease-purchase agreements, subject-to-existing-financing deals, and how business owners can use real estate to build an additional income stream. Key Takeaways:→ One property can generate multiple income streams. → Owner financing can replace traditional lending. → Existing low-rate mortgages can create deal opportunities. → Tight lending drives demand for creative financing. → A few deals can have a meaningful financial impact. Chris Prefontaine is the Chairman and Founder of Smart Real Estate Coach®, a 4x best-selling author, a former Forbes Business Council Member, and a 3-time Inc. 5000 Honoree for Fastest Growing Company. The Smart Real Estate Coach® community operates across North America and has successfully completed hundreds of transactions, helping students do the same. Chris also hosts the Smart Real Estate Coach Podcast, which ranks in the top 0.5% globally. Having navigated major challenges, including the crash of 2008, 9/11, his son's near-death experience, and the impact of COVID, Chris reengineered his entire business to thrive in all economic cycles. Through that experience, he helps students navigate the constantly changing real estate market. Chris, his family, and his team are focused on empowering individuals and families to create the life of their dreams. Chris and his wife, Kim, have been married for more than 39 years and now focus on creating amazing experiences with their family and community members. Connect With Chris:Website: https://smartrealestatecoach.com/Instagram: https://www.instagram.com/chrisprefontaine_/Facebook: https://www.facebook.com/ChrisPrefontaineSmartRealEstateCoach/LinkedIn: https://www.linkedin.com/in/chrisprefontaine/

Most people insure their homes, cars, and even phones, but the income that pays for everything may be the most overlooked asset of all.   In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Greg Nelson, Founder of Strategic Benefit Coach, who shares how personal family experiences shaped his mission to help people understand insurance before they desperately need it. With more than 20 years in the insurance industry, Greg explains why disability income protection is often overlooked by clients and financial professionals, even though it can be the very thing that keeps a financial plan alive. He also discusses how education, transparency, and income continuity can help families focus on recovery rather than worrying about how they will pay the mortgage.   Key Takeaways:   → Every financial strategy depends on a client's ability to earn income. Without that income stream, even the strongest financial plan can quickly unravel. → Many advisors and clients focus heavily on life insurance, investments, and retirement planning while failing to adequately address income protection. → Simply owning a policy is not enough. Clients need to understand how coverage works, what limitations exist, and how benefits would be used during a claim. → Many individuals assume workplace disability benefits provide complete protection without fully understanding potential gaps and restrictions.  → Helping clients understand their options empowers them to make informed decisions rather than simply purchasing whatever product is being promoted at the time.     Greg Nelson is the founder of Strategic Benefit Coach, a client-focused advisory practice built on earned trust, wise counsel, clear communication, and service that exceeds expectations. He is committed to serving as an advocate for his clients, always keeping their best interests at the center of the relationship.   Connect With Greg:  Website: https://strategicbenefitcoach.com/ Facebook: https://www.facebook.com/strategicbenefitcoach/ LinkedIn (Personal): https://www.linkedin.com/in/incomeprotectionspecialist/   Learn more about your ad choices. Visit megaphone.fm/adchoices

Most people insure their homes, cars, and even phones, but the income that pays for everything may be the most overlooked asset of all.   In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Greg Nelson, Founder of Strategic Benefit Coach, who shares how personal family experiences shaped his mission to help people understand insurance before they desperately need it. With more than 20 years in the insurance industry, Greg explains why disability income protection is often overlooked by clients and financial professionals, even though it can be the very thing that keeps a financial plan alive. He also discusses how education, transparency, and income continuity can help families focus on recovery rather than worrying about how they will pay the mortgage.   Key Takeaways:   → Every financial strategy depends on a client's ability to earn income. Without that income stream, even the strongest financial plan can quickly unravel. → Many advisors and clients focus heavily on life insurance, investments, and retirement planning while failing to adequately address income protection. → Simply owning a policy is not enough. Clients need to understand how coverage works, what limitations exist, and how benefits would be used during a claim. → Many individuals assume workplace disability benefits provide complete protection without fully understanding potential gaps and restrictions.  → Helping clients understand their options empowers them to make informed decisions rather than simply purchasing whatever product is being promoted at the time.     Greg Nelson is the founder of Strategic Benefit Coach, a client-focused advisory practice built on earned trust, wise counsel, clear communication, and service that exceeds expectations. He is committed to serving as an advocate for his clients, always keeping their best interests at the center of the relationship.   Connect With Greg:  Website: https://strategicbenefitcoach.com/ Facebook: https://www.facebook.com/strategicbenefitcoach/ LinkedIn (Personal): https://www.linkedin.com/in/incomeprotectionspecialist/   Learn more about your ad choices. Visit megaphone.fm/adchoices

Most companies are not failing at marketing because they chose the wrong platform; they are failing because the strategy, message, and target audience are misaligned. In this episode of Sharkpreneur, Seth Greene interviews Sheila Kloefkorn, CEO & President of KEO Marketing Inc., who shares how B2B companies can move beyond scattered marketing and build strategies that connect with the right audience, answer real buyer questions, and support long-term growth. She also discusses the impact of AI on search, SEO, paid ads, reputation management, and YouTube, and explains why educational content is becoming essential to the modern buyer journey. Key Takeaways:→ Marketing works best when strategy precedes tactics.→ Mid-market companies often lack senior marketing leadership.→ A fractional CMO can help bridge the gap between strategy and execution.→ The right message starts with understanding the customer's needs and pain points.→ SEO must account for AI chat results and for frequently asked questions. Sheila Kloefkorn is a marketing expert with more than 25 years of experience helping organizations increase revenue through strategic, results-driven marketing. She is the founder and CEO of KEO Marketing, a Phoenix-based B2B marketing agency specializing in marketing strategy, messaging, digital infrastructure, campaign execution, and analytics.Since founding KEO Marketing in 2000, Sheila and her team have developed award-winning campaigns for Fortune 1000 companies and mid-sized businesses across the United States and in more than 100 countries. Her work has helped clients achieve hundreds of millions of dollars in revenue growth.Sheila has received numerous industry honors, including recognition from the Phoenix Business Journal, the Stevie American Business Awards, and MarSum. A certified business coach and frequent speaker, she is also active in the marketing community, serving in leadership roles with the Business Marketing Association, the American Marketing Association, and SEMPO AZ.Connect With Sheila:Website: https://keomarketing.com/LinkedIn: https://www.linkedin.com/in/sheilakloefkorn/

Happy 50th birthday to the heart behind Whinypaluza!This week, Rebecca's husband Seth Greene pulled off the ultimate surprise. He secretly gathered video messages from 26 of Rebecca's closest family members, lifelong friends, and colleagues -- all answering one simple but powerful question: what is the greatest lesson Rebecca has taught you?The answers will move you. Seth reflects on how she transformed him from a fixer into a listener. Their children, Max, Ella, and Lillie, share the values she has woven into their everyday lives -- from reframing your thoughts to making sure every person in the room feels like they belong. And a circle of friends spanning more than three decades speaks to her empathy, her sparkle, and her unwavering belief that life need not be perfect to be beautiful.The episode closes with an original poem written and performed in Rebecca's honor -- a stunning tribute to 50 years of showing up for the people she loves.Grab a tissue, pour yourself something celebratory, and join us in celebrating the woman who has made all of us a little better just by knowing her.Key Takeaways:When your kids come to you with a problem, ask first: do they want you to listen, advise, or solve? Most of the time, they just want to be heard.Inclusivity is not a grand gesture -- it is the small, daily choice to make sure no one ever feels left out.Vulnerability is a strength. Sharing your real, messy moments gives others permission to do the same.Parenting is a community event. You were never meant to do it alone.You have the power to reframe your thoughts -- and when you do, you change your entire reality.Thank you for being a friend of the podcast. Please like, share, and follow, and help other moms find our community of support.Connect with Whinypaluza:https://linktr.ee/whinypaluzamom

Have you ever been upset because your spouse didn't do something you thought they should have known to do?In this Whinypaluza Wednesday episode, Rebecca and Seth Greene discuss a recent disagreement that led to an important realization about communication, expectations, and why mind-reading is not a relationship skill.What started as frustration over unfinished yard work became a valuable lesson about marriage. Rebecca shares how she discovered that her real frustration wasn't the task itself, but the belief that Seth should have known exactly what she wanted without being told.Together, Rebecca and Seth explore communication, appreciation, decision fatigue, parenting responsibilities, and the importance of repairing relationships after conflict. Their honest conversation offers practical insights for couples looking to strengthen their connection and avoid unnecessary misunderstandings.Key Takeaways• Stop expecting people to read your mind• Be specific about what you need• Appreciation works better than criticism• Repair after conflict is essential• Give yourself grace while continuing to growThe next time you think, "They should just know," try communicating your needs clearly instead. A simple conversation can prevent frustration and create stronger, healthier relationships.For more information connect with Rebecca: https://whinypaluza.com/

What if successful trading is less about staring at screens all day and more about building a proven plan that gives you the freedom to walk away? In this episode of Sharkpreneur, Seth Greene interviews Troy Noonan, The Backpack Trader, who shares how an early British pound trade helped launch his lifelong connection between trading and freedom and shaped his philosophy of trading with structure, discipline, controlled risk, and a lifestyle-first mindset. He also explains why traders need more than a strategy, how to build a proven trade plan, and what it means to shift from trying to trade to being the CEO of a trading business. Key Takeaways:→ A proven trading plan helps remove emotion from each trade. → Learning a strategy is only one part of achieving success.→ Risk management matters more than chasing individual wins. → Losses are part of the random distribution of trading results. → Beginners should test a trading plan before risking real money. Troy Noonan, also known as “The Backpack Trader,” has been helping people trade smarter since 1995. With nearly 30 years of market experience, he has built his career around one core belief: successful trading should create freedom, not require someone to sit in front of a screen all day. Troy is the bestselling author of Day Trading QuickStart Guide and has mentored more than 5,000 students across 100+ countries. Through his proven strategies, automated systems, and global trading community, he teaches traders to approach the markets as a real business rather than a gamble. His mission is to help people become the CEOs of their own trading businesses, trade consistently, and reclaim their time while building a smarter path to financial independence.Connect With Troy:Website: https://www.backpacktrader.com/Instagram: https://www.instagram.com/backpacktrader/X: https://x.com/TroyNoonan4Facebook: https://www.facebook.com/TheBackpackTrader/LinkedIn: https://www.linkedin.com/in/netpickstradingcoach/YouTube: https://www.youtube.com/c/BackpackTrader

What if your biggest edge isn't what you buy, but where you hold it? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Henry Yoshida, CFP®, Rocket Dollar CEO & Co-Founder, who shares how his earlier exit from a robo-advisor to Goldman Sachs and years as an advisor led to a digital platform for self-directed IRAs that hold private and alternative assets. Starting his career at Merrill Lynch during the dot-com bust, he built deep expertise in retirement and now oversees a trust company with roughly $12B in alternatives and 9,000+ registered investments. Yoshida explains why asset location can outperform asset selection and why retail access to private markets is set to grow. Key Takeaways: → How Rocket Dollar provides infrastructure while investors source their own deals. → How Rocket Dollar doesn't manufacture or recommend investments. → Why asset location is crucial. → Why innovation is critical as incumbents eye alternatives. Henry Yoshida, CFP®, is the CEO and Co-Founder of Rocket Dollar. He was previously the founder of venture capital-backed Robo-advisor retirement plan platform Honest Dollar (acquired by Goldman Sachs in 2016), the founder of MY Group LLC (acquired by Captrust), and spent 10 years at Merrill Lynch. Henry is also a Certified Financial Planner and has brought multiple innovative products and methodologies to the market. Yoshida graduated from the University of Texas at Austin and holds an MBA from Cornell University. He lives in Austin with his two daughters. Connect With Henry: Website: https://www.rocketdollar.com/ https://bit.ly/4nKw0WT Instagram: https://www.instagram.com/fitfinancehenry/ LinkedIn: https://www.linkedin.com/in/henryyoshida/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What if your biggest edge isn't what you buy, but where you hold it? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Henry Yoshida, CFP®, Rocket Dollar CEO & Co-Founder, who shares how his earlier exit from a robo-advisor to Goldman Sachs and years as an advisor led to a digital platform for self-directed IRAs that hold private and alternative assets. Starting his career at Merrill Lynch during the dot-com bust, he built deep expertise in retirement and now oversees a trust company with roughly $12B in alternatives and 9,000+ registered investments. Yoshida explains why asset location can outperform asset selection and why retail access to private markets is set to grow. Key Takeaways: → How Rocket Dollar provides infrastructure while investors source their own deals. → How Rocket Dollar doesn't manufacture or recommend investments. → Why asset location is crucial. → Why innovation is critical as incumbents eye alternatives. Henry Yoshida, CFP®, is the CEO and Co-Founder of Rocket Dollar. He was previously the founder of venture capital-backed Robo-advisor retirement plan platform Honest Dollar (acquired by Goldman Sachs in 2016), the founder of MY Group LLC (acquired by Captrust), and spent 10 years at Merrill Lynch. Henry is also a Certified Financial Planner and has brought multiple innovative products and methodologies to the market. Yoshida graduated from the University of Texas at Austin and holds an MBA from Cornell University. He lives in Austin with his two daughters. Connect With Henry: Website: https://www.rocketdollar.com/ https://bit.ly/4nKw0WT Instagram: https://www.instagram.com/fitfinancehenry/ LinkedIn: https://www.linkedin.com/in/henryyoshida/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the real reason your business cannot scale is not your people, your market, or your effort, but that everything still depends on you? In this episode of Sharkpreneur, Seth Greene interviews Hector Alvarado, Co-Founder of Optimize Business Systems, who explains how small and mid-sized businesses can reduce founder bottlenecks by building stronger systems, clarifying roles, improving leadership, and ensuring consistent execution. He also explains why business owners must shift from day-to-day firefighting to strategic leadership if they want to build companies that can grow without being in constant emergency mode. Key Takeaways:→ Owner-dependent businesses struggle to scale because too many decisions flow back to the founder. → A business is harder to sell when its value depends entirely on the owner's day-to-day involvement.→ Second-line leaders are essential to building a scalable company. → Business owners need regular time away from the weeds to see the bigger strategic picture. → Strong systems are more than SOPs; they encompass leadership, execution, accountability, and clarity. Hector Alvarado is an entrepreneur, operations executive, and business consultant with 27+ years of experience transforming companies across the logistics, transportation, construction, and home-service industries. His expertise isn't theoretical—it's built on decades of diagnosing operational chaos, fixing broken systems, and leading organizations through high-stakes growth. One of Hector's most notable accomplishments was the complete turnaround of Willy's Trucking. As VP of Operations, he led the company from a $1.3M annual loss in 2018 to a profitable sale exceeding $25M in 2021—a feat that earned him industry-wide respect. Today, he serves as VP of Operations for the largest NGL and Butane hauler in Western Canada, overseeing large fleets, operational excellence, and strategic expansion. Hector is also a Lean Black Belt, Continuous Improvement Master Trainer, and EOS implementor, bringing a rare blend of tactical expertise and strategic leadership. Beyond his corporate roles, he runs three successful businesses under Family Legacy Industries and manages a growing real estate investment portfolio, providing firsthand insight into entrepreneurship and wealth-building. Connect With Hector:Website: https://optimizebusinesssystems.com/Instagram: https://www.instagram.com/optimize_business_systems/Facebook: https://www.facebook.com/people/Optimize-Business-Systems/61574764979478/LinkedIn: https://www.linkedin.com/company/optimize-business-systems/

Seth is finally home after three consecutive work trips, and Rebecca is ready to share what it's really like holding down the fort during one of the busiest parenting seasons of the year. Between graduations, football tournaments, prom pictures, theater outings, and everyday parenting challenges, this episode is an honest look at marriage, partnership, and learning to support each other's growth even when it's hard.In this Whinypaluza Wednesday episode, Rebecca and Seth Greene discuss the realities of balancing work travel and family life during the chaos of end-of-school-year activities.Rebecca shares how different it feels when Seth travels now compared to when the children were younger, the emotional load of parenting while solo, and the lessons she's learned about asking for help, lowering expectations, and giving herself grace. The conversation explores how marriage evolves over time, why keeping score hurts relationships, and how focusing on the benefits of your partner's growth can create a healthier mindset.From reality TV guilty pleasures and easier dinners to parenting emergencies that never seem to wait for a convenient moment, this episode is a relatable reminder that partnership isn't about doing the exact same amount. It's about appreciating what each person brings to the family and supporting one another through every season.Key Takeaways1. Stop Keeping ScoreStrong marriages are built on appreciation, not competition. Comparing sacrifices rarely strengthens a relationship.2. Support What Helps Your Partner GrowWhen your spouse is energized, learning, and growing, the benefits often extend to the entire family.3. Give Yourself Permission to SimplifyBusy seasons call for flexibility. Sometimes that means takeout, less laundry, and a little more grace.4. Accept Help Without GuiltYou do not have to carry everything alone. Allowing others to help can make challenging seasons more manageable.5. Focus on the PositiveShifting your mindset from resentment to appreciation can completely change how you experience difficult situations.If this episode resonated with you, share it with a spouse, partner, or parent who understands the challenge of balancing family life and career demands.Be sure to subscribe, leave a review, and join the Whinypaluza Mom Facebook Group for support, encouragement, and connection with other parents navigating the beautiful chaos of family life.

What happens when a simple idea to connect with other moms becomes a national brand, secures major retail partnerships, and launches a new mission to help women entrepreneurs grow smarter? In this episode of Sharkpreneur, Seth Greene interviews Lindsay Pinchuk, Founder and CEO of Lindsay Pinchuk Marketing + Consulting. She shares how she turned a $500 investment into a seven-figure brand, partnered with major companies such as Target, Nordstrom, Huggies, and Unilever, and ultimately navigated the challenges of selling her company. She also discusses the power of partnerships, staying authentic while scaling, and how she now helps women small business owners build meaningful, sustainable businesses. Key Takeaways:→ Strategic local partnerships with retailers, experts, and community leaders can help companies quickly build trust.→ Maintaining trust with your audience means saying no to products, brands, and partnerships that don't align with your values. → How to turn brand interest into formal sponsorship through national partnerships with major brands. → Finding brand ambassadors in new cities lets you scale your business while keeping your brand personal and community-driven. → Simple marketing fundamentals still work for small businesses. Lindsay Pinchuk is an award-winning entrepreneur and one of fewer than 1% of female founders to lead her company through an acquisition. After nearly 25 years in marketing and sales, she left corporate America to found Bump Club and Beyond, bootstrapping it from $0 to seven figures for six consecutive years, turning a profit in year one, and building partnerships with brands like Target, Nordstrom, Huggies, ULTA, and more. She grew the community to 3M+ monthly users and led the company's acquisition in under a decade. Today, Lindsay supports women business owners (especially 40+) through Dear FoundHer…, a podcast-turned-movement with a Substack, community, mentorship, and events. She consults, teaches, and speaks on simple, cost-effective marketing using her SWEEP framework. Connect With Lindsay:Website: https://www.lindsaypinchuk.com/Instagram: https://www.instagram.com/lindsaypinchuk/Facebook: https://www.facebook.com/LindsayPinchuk/LinkedIn: https://www.linkedin.com/in/lindsaypinchuk/https://www.linkedin.com/company/lindsay-pinchuk-marketing-consulting/

What if the problem is not that online leads do not work, but that most advisors are targeting the wrong people with the wrong message?   In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Allan Khazak, Founder & CEO of Vroom Media Group, who explains how his company helps insurance agents, RIAs, regional firms, and IMOs attract better prospects through targeted online advertising, client avatars, landing pages, surveys, nurture campaigns, and sales training. He also discusses why dinner seminars and radio shows are less effective than they used to be, how compliance affects advisor marketing, and why patience, follow-up, and continual improvement are essential to converting online leads.   Key Takeaways: → Online ads perform best when advisors target a specific client avatar. → Campaigns focused on tax issues, Roth conversions, or TSPs can attract more qualified prospects. → Lead quality improves when prospects are filtered by age, assets, and fit before they reach the advisor. → A strong landing page and survey process help train the ad algorithm to identify better prospects. → Advisors who treat every failed conversation as feedback can improve conversion rates over time. Allan Khazak is a Canadian entrepreneur, digital marketing expert, and founder and CEO of Vroom Media Group, a results-driven agency that helps life insurance brokers, financial advisors, and annuity agents generate qualified prospects and convert them into clients. Raised in Canada by an immigrant family, Allan developed a strong work ethic and entrepreneurial mindset early in life. He studied at the Schulich School of Business at York University in Toronto before beginning his career in public accounting. In 2019, Allan founded Vroom Media Group to help solve one of the insurance industry's biggest challenges: consistent lead generation and conversion. Under his leadership, the agency has built a niche using data-driven strategies, online advertising, and proprietary systems to help advisors book qualified appointments and grow annuity production.   Connect With Allan: Website: https://www.vroommediagroup.com/ Instagram: https://www.instagram.com/vroommediagroup/ X: https://x.com/GroupVroom Facebook: https://www.facebook.com/VRMMediaGroupLeadGen Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the problem is not that online leads do not work, but that most advisors are targeting the wrong people with the wrong message?   In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Allan Khazak, Founder & CEO of Vroom Media Group, who explains how his company helps insurance agents, RIAs, regional firms, and IMOs attract better prospects through targeted online advertising, client avatars, landing pages, surveys, nurture campaigns, and sales training. He also discusses why dinner seminars and radio shows are less effective than they used to be, how compliance affects advisor marketing, and why patience, follow-up, and continual improvement are essential to converting online leads.   Key Takeaways: → Online ads perform best when advisors target a specific client avatar. → Campaigns focused on tax issues, Roth conversions, or TSPs can attract more qualified prospects. → Lead quality improves when prospects are filtered by age, assets, and fit before they reach the advisor. → A strong landing page and survey process help train the ad algorithm to identify better prospects. → Advisors who treat every failed conversation as feedback can improve conversion rates over time. Allan Khazak is a Canadian entrepreneur, digital marketing expert, and founder and CEO of Vroom Media Group, a results-driven agency that helps life insurance brokers, financial advisors, and annuity agents generate qualified prospects and convert them into clients. Raised in Canada by an immigrant family, Allan developed a strong work ethic and entrepreneurial mindset early in life. He studied at the Schulich School of Business at York University in Toronto before beginning his career in public accounting. In 2019, Allan founded Vroom Media Group to help solve one of the insurance industry's biggest challenges: consistent lead generation and conversion. Under his leadership, the agency has built a niche using data-driven strategies, online advertising, and proprietary systems to help advisors book qualified appointments and grow annuity production.   Connect With Allan: Website: https://www.vroommediagroup.com/ Instagram: https://www.instagram.com/vroommediagroup/ X: https://x.com/GroupVroom Facebook: https://www.facebook.com/VRMMediaGroupLeadGen Learn more about your ad choices. Visit megaphone.fm/adchoices

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