Podcast appearances and mentions of seth greene

What's really stopping you from hitting seven figures isn't strategy, it's how you think about money, growth, and yourself. In this episode of Sharkpreneur, Seth Greene interviews Dr. Darnyelle Jervey Harmon, founder of Incredible One Enterprises and author of Move to Millions, who shares how she helps entrepreneurs scale to seven figures while honoring their values and avoiding burnout. With a background of building her own multimillion-dollar business, she now equips service-based business owners with the strategies, systems, and mindset shifts needed to create sustainable success. In this conversation, she breaks down pricing, limiting beliefs, hiring challenges, and the path to true abundance. Key Takeaways: → Why daily marketing and sales are non-negotiable for growth.  → The hidden cost of underpricing and how to fix it.  → Creating starter offers that lead clients to premium programs. → How limiting beliefs sabotage business owners without them realizing.  → The role of money mindset in breaking revenue plateaus.  Dr. Darnyelle Jervey Harmon is the award-winning, iconic, and incomparable two-time Inc.5000 CEO of Incredible One Enterprises, LLC, a multi-million-dollar coaching and consulting brand. From the moment she opens her mouth, brace yourself for a transformation that will overcome you. Best known for combining soul leadership with business growth strategy, Darnyelle equips her audiences with actionable insights and strategies to leverage and scale businesses that serve them financially and spiritually. She entertains, equips, empowers, and holds space for attendees to see themselves at their next level. By teaching her award-winning Move to Millions® Method, Darnyelle helps clients collapse the amount of time it takes them to reach the million-dollar mark with ease and grace, rather than through hustle and grind. Darnyelle is a 7-time best-selling author, the creator of 5 powerful business systems and the host of the MOVE To Millions Podcast with Dr. Darnyelle J. Harmon. Now, she is introducing the world to the book she was born to write, Move to Millions®. Connect With Dr. Darnyelle Jervey Harmon: Website: https://www.drdarnyelle.com Instagram: http://www.instagram.com/darnyellejerveyharmon Facebook: http://www.facebook.com/darnyellejerveyharmon LinkedIn: http://www.linkedin.com/in/darnyelejerveyharmon Learn more about your ad choices. Visit megaphone.fm/adchoices

Most companies don't have a lead problem, they have a follow-up problem. In this episode of Sharkpreneur, Seth Greene interviews Jason Kramer, Founder & CEO at Cultivize, who breaks down how smart CRM strategy can transform “maybe someday” prospects into real revenue. Jason shares how his team helps manufacturing, roofing, finance, and home service businesses design, implement, and actually use CRM systems like HubSpot and Pipedrive so salespeople stop dropping the ball. With real-world case studies, including a roofing company that turned old quotes into seven-figure sales, Jason shows what's possible when technology, strategy, and authentic follow-up finally line up. Key Takeaways: → Why most growing businesses don't really know which marketing efforts are working, and how a properly set up CRM changes that. → The three simple criteria that define an ideal client for a CRM overhaul and why company size and sales team count matter. → The common problem shared by manufacturing, roofing, finance, and home service companies is that they send hundreds of proposals a year. → A behind-the-scenes case study of a roofing company that revived ignored quotes with a thoughtful, automated follow-up sequence. → How to design automated emails that feel genuine and personal, not robotic or canned, while still running on autopilot. Jason Kramer is the founder of Cultivize, a consulting firm that builds smart CRM strategies for business consultants and growth advisors. With over 20 years in marketing and business development, he helps experts transform their lead management systems into scalable growth engines. His process integrates CRM automation with email nurturing to create trackable, ROI-focused results for B2B and consulting clients. Jason's background includes work with global giants like Virgin Atlantic and Johnnie Walker, but today his focus is on supporting strategic advisors and fractional leaders who need visibility into what's working—and what's not—in their sales process. When he's not helping clients streamline their revenue systems, he's on the Hudson River with his family. Connect With Jason Kramer: Website: https://cultivize.com/ X: https://x.com/cultivize Facebook: https://www.facebook.com/cultivize/ LinkedIn: https://www.linkedin.com/in/jasonleighkramer/ Learn more about your ad choices. Visit megaphone.fm/adchoices

You don't need to budget to get ahead financially, you just need to change the way you think about money.   In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Lisa Chastain, Money Coach, Mentor, and Unshakeable Optimist, who shares her journey from a single mom struggling in a tough spot to building a six-figure business in just 10 months. Lisa talks about how emotions drive money decisions and why addressing your unconscious beliefs around money is crucial for success. She explains why traditional budgeting doesn't work, offering a transformative approach to managing finances that starts with shifting your mindset, not restricting your spending.   Key Takeaways: → How addressing emotional beliefs about money is the first step to financial success. → Why financial habits are often rooted in childhood experiences. → How it's important to uncover how early memories around money shape your decisions today. → How high net-worth individuals create and manage cash flow to allow for more freedom. → Why traditional budgeting restricts people and doesn't lead to long-term wealth.   Lisa Chastain is a Personal Finance Coach with over 20 years of experience offering independent financial advice to executives, professionals, and business owners. She has been featured in Cosmopolitan, CNBC, NBC News, MSN Money, O – The Oprah Magazine, Fortune, Forbes, Business Insider, Business Newsweek, and Entrepreneur Magazine, and is one of Las Vegas Women Magazine's people to watch. A best-selling author, Lisa is also the host of the Real Money radio show on VoiceAmerica, the second-largest online radio broadcaster in the nation, with over 3 million listeners. After burning through $100,000 and nearly going completely broke, Lisa was forced to reinvent herself. Her aspiration wasn't to own a mansion or drive a Ferrari; she wanted simple things, like so many of the women she now works with, such as savings, retirement funds, and a secure future for her family. Put plainly, she didn't want to have to stress about money any longer. In 2016, Lisa applied what she had learned and launched her business as a money coach, with a mission to help women manage their finances effectively without a budget, enabling them to live their best lives. She has now helped countless clients learn how to track their expenses without budgets, invest wisely, and make informed financial decisions, enabling them to escape the financial rollercoaster and achieve long-term stability.   Connect With Lisa:   Website: https://lisachastain.com/ Instagram: https://www.instagram.com/savvymoneywithlisa/ Facebook: https://www.facebook.com/savvymoneywithlisa LinkedIn: https://www.linkedin.com/in/lisachastain/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What happens when doing the right thing costs you everything and teaches you more than success ever could? In this episode of Sharkpreneur, Seth Greene interviews Jeff Martinovich, Author of When Not If: A CEO's Guide to Overcoming Adversity, who shares his astonishing journey from the boardroom to federal prison and back. Wrongly targeted during the 2008 financial crisis, Jeff refused three plea deals on principle and paid a heavy price. His story of resilience, redemption, and reinvention reveals hard-won lessons about leadership, integrity, and rebuilding after unimaginable loss. Key Takeaways: → The cultural principles and “A-player” mindset that fueled his firm's explosive growth. → What really happened when regulators came for smaller financial firms after 2008. → The meaning behind When Not If—why every leader must prepare for crisis before it strikes. → How a childhood fascination with investing led to a billion-dollar wealth-management empire. → How helping others in the prison law library became his unlikely path to freedom. Jeff Martinovich earned his B.S. in Business Management from the United States Air Force Academy and his MBA in Finance from The College of William and Mary. He had the honor of serving his country during The First Gulf War at Tactical Air Command Headquarters, Langley, Virginia. Pursuing a second career in financial services, Jeff was Founder and CEO of MICG Investment Management, a billion-dollar wealth management firm nationally recognized for its rapid growth, WoW service and A-Player culture. Following the 2008 Financial Crisis, MICG's proprietary hedge funds experienced regulatory scrutiny and allegations. As CEO, Jeff vigorously defended his firm, refusing three separate plea offers and instead choosing to defend his employees and himself in federal court. In a bizarre narrative, Jeff was convicted and sentenced to 14 years in federal prison. Yet, then representing himself, the court decisions were reversed twice by the Fourth Circuit Court of Appeals, two separate U.S. District Court Judges were removed, and his successful federal suit liberated him from a higher-security, violent prison. After nearly 7 years, Jeff was finally released to begin his journey of rebuilding, restoring, and turning disadvantages into advantages. His life has been a continuous string of business and family miracles ever since. His perilous journey and miraculous restoration are the topics of national publications, to include When Not If: A CEO's Guide to Overcoming Adversity, Forbes Books, January 2024. He spends his days helping CEO's, entrepreneurs, and corporate leaders not make the mistakes he made on the way up, as well as teaching trench warfare tactics necessary to achieve victory when the black swan shows up at your office. He lives in Norfolk, Virginia with his wife, son, and new little girl.  Connect With Jeff : Website: https://www.jeffmartinovich.com/ X: https://x.com/JeffMartinovich Facebook: https://www.facebook.com/jeff.martinovich.2023/ LinkedIn: https://www.linkedin.com/in/jeff-martinovich/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Thinking about selling your fitness studio one day? The smartest move is to start preparing long before you're ready. In this episode of Sharkpreneur, Seth Greene interviews Mitch McGinley, Founder and CEO of Boutique Fitness Broker, who has guided countless entrepreneurs through one of the biggest transitions of their lives—selling their business. With experience spanning studios, spas, gyms, and beyond, Mitch brings both empathy and expertise to the exit process. In this episode, he shares common mistakes to avoid, trends shaping boutique fitness, and how to set up your business so it sells for the maximum value. Key Takeaways: → How selling a yoga studio opened the door to advising others. → The difference between being a broker, consultant, and advisor. → How biggest mistakes business owners make include having messy books, unclear HR, and being too tied to the business. → Why talking openly about selling makes deals easier and better. → How to turn a dragged-out deal into a multimillion-dollar exit. Mitch McGinley is a former studio owner, business broker and exit planning advisor specializing in boutique fitness. He originally worked in hotel management with Omni Hotels, and then with an investor who was flipping boutique hotels in San Diego. Shortly thereafter, he and his wife Karson bought their favorite yoga studio. During that time he began consulting in the boutique fitness industry, teaching seminars at Mindbody University and other fitness conferences all over the world, helping studio owners make better business decisions. After successfully selling his studio in 2019, he merged all of his worlds to create Boutique Fitness Broker, helping other entrepreneurs in this industry maximize their biggest payday. He has helped facilitate over 60 transactions in the past five years, with over $10M in transacted value in 2024 alone. Connect With Mitch: Website: https://boutiquefitnessbroker.com/ Instagram: https://www.instagram.com/boutiquefitnessbroker/ LinkedIn: https://www.linkedin.com/in/mitchmcginley/ Learn more about your ad choices. Visit megaphone.fm/adchoices

If your revenue has stalled despite strong demand, this playbook shows how numbers, systems, and leadership, not bigger ad spend, restart explosive growth. In this episode of Sharkpreneur, Seth Greene interviews Karl Maier, Founder of Abunden, an experienced CEO and business advisor who has played a key role in doubling sales at 5 companies in just 2 years. In this conversation, Maier explains how installing a 13-week cash forecast, building repeatable operating systems, and developing leaders unlock capacity so growth sticks. He also shares his Abundant Framework, insights from his book Surfing Economic Chaos, and what actually changes when you scale from $10M to $100M. Key Takeaways: → Why growth stalls after early success, and how shifting from heroics to repeatable systems and delegation restarts momentum. → The 13-week cash flow cadence: a simple weekly forecast that prevents surprises and fuels confident decisions. → When marketing isn't the first lever: fix finance, ops capacity, and delivery so sales gains don't break the machine. → “Every time you double, everything breaks”—what to upgrade (process, tools, roles) before pressing the gas. → The hardest part of $100M isn't spreadsheets, it's people, alignment, and leadership bench strength. Karl Maier is the founder of Abunden, where he helps CEOs transition from survival mode to achieving predictable, profitable growth. Specializing in energy-related companies, Karl turns financial blind spots into powerful growth engines, guiding both organic and acquisition-led expansion. He has extensive experience in private equity, family office roles, and capital raises, including supporting a $10M fracking water cleaning project and raising debt and equity for a $192 million EV private equity acquisition. Karl's expertise spans mergers and acquisitions (M&A), including buy-side support for international expansions and a $45 million B2B distribution company. He has also been instrumental in turnaround situations, such as guiding a healthcare services company to 40% growth and helping a coffee company pivot to hand sanitizer during COVID, generating $400K in just five months. With global CFO experience, Karl has led teams across Europe, the Middle East, Australia, and Asia. Connect With Karl Maier: Website: https://abunden.com/ LinkedIn: https://www.linkedin.com/in/karlkmaier/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you using your technology to its fullest potential? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Christopher Johnson, CEO of TrigaByte Technologies, who delves into the challenges wealth management firms face when integrating technology and maximizing its potential. With 30 years of experience, Chris shares his journey from working as a compliance officer to founding Trigger Byte, where he helps advisors leverage technology for greater efficiency and client satisfaction. Chris discusses everything from client onboarding to the rise of AI in wealth management, offering actionable insights for firms looking to scale smarter. Key Takeaways: → Why the biggest challenge in wealth management is effectively integrating and using technology. → How optimizing tech usage helps firms increase their ROI. → How AI is the future of automating client interactions and tasks for wealth management firms. → Why wealth management firms are shifting from commission-based models to fee-for-service models. → Why it's vital to choose and implement technology that fits a firm's specific needs. Christopher Johnson has spent over 30 years in the financial services industry, leading, growing, and guiding wealth management firms through both change and opportunity. With deep expertise in building strong operational foundations and scalable infrastructure, Chris understands what advisory offices need to truly thrive. He believes that when the right tools and technology are applied intentionally, they do more than improve efficiency—they create space for purposeful growth, elevate the client experience, and enhance team performance. Passionate about helping advisors reach their full potential, Chris works closely with firms to streamline processes, optimize existing systems, and deliver exceptional service at every stage of their evolution. Connect With Christopher: Website: https://www.trigabytetech.com/ LinkedIn: https://www.linkedin.com/in/christrigabytetech/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What if your sales team woke up on Monday to a calendar already full of qualified discovery calls? In this episode of Sharkpreneur, Seth Greene interviews Gabe Lullo, CEO of Alleyoop, who has helped companies from startups to giants like Microsoft, Peloton, and ZoomInfo transform their sales pipelines. Under his leadership, Alleyoop.io has pioneered a two-step model that separates prospecting from closing—backed by 11 million cold calls a year and a focus on authenticity in outreach. In this episode, Gabe shares the systems, stories, and strategies that have fueled Alleyoop.io's rapid growth and its role in scaling billion-dollar brands. Key Takeaways: → The two-step approach that separates prospecting from closing. → How Alleyoop.io serves both startups and global enterprises. → The “hot lead vs. warm lead” model—and why timing matters. → What really causes sales teams to stall (hint: it's not always leads). → Why most “lead gen companies” aren't actually prospecting. Gabe Lullo's expertise in sales, marketing, recruiting, and management began when he started his own business after graduation from the Barney School of Business at the University of Hartford. He owned and operated his own sales, training, and marketing firm for more than a decade. He excelled in training sales and marketing professionals, and additionally, Gabe has had a successful career in executive recruiting. He has been instrumental in expanding the company's search and placement for IT, Software Development, Sales, Customer Success, Marketing, and Executive leaders. Gabe's most recent success has been with us here at Alleyoop. For many years he has been working to build and grow the company by focusing on our culture, environment, customer success, and sales. Connect With Gabe Lullo: Website: https://alleyoop.io/ LinkedIn: https://www.linkedin.com/company/alleyoop-io/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What if just 12 minutes a day could completely rewire your subconscious and transform your success? In this episode of Sharkpreneur, Seth Greene interviews John Mitchell, Entrepreneur and Professor at the University of Texas, who turned a lifetime of “average” results into extraordinary success by unlocking what Napoleon Hill left unsaid. Through his 12-minute-a-day method, John multiplied his income 25x, attracted his dream relationship, and now teaches his framework at the University of Texas and to top coaches and entrepreneurs. In this episode, he shares the full secret, the science behind it, and why only the most driven 2% are willing to apply it. Key Takeaways: → How rereading Think and Grow Rich 20 times revealed the missing half of the secret. → The role of the subconscious in controlling 95% of daily actions. → Why most people falsely believe they consciously control their choices. → The full secret: envisioning in detail with emotion every day. → The three stages of transformation: control, confidence, and automatic right actions. At 50, John Mitchell realized he wasn't as successful as he had hoped, prompting him to turn to Think & Grow Rich, the world's most renowned success book, read by over 150 million people. While the book reveals a secret to success, John uncovered the full secret and developed a groundbreaking 12-minute daily technique to apply it. As a result, his income skyrocketed 25x, surpassing the $200K he had earned annually for the previous 20 years. John's methodology, rooted in neuroscience and powered by an AI-driven algorithm, personalizes the success formula for each individual. He teaches this system at the University of Texas' McCombs School of Business and serves as the mental coach for UT's 18 head athletic coaches. John shares his powerful system in his book, The Missing Secret of the Legendary Book Think & Grow Rich, offering insights on working smarter, not harder, and rewiring the autopilot that governs 95% of our thoughts and actions. Connect With John: Website: https://thinkitbeit.com/ Facebook: https://www.facebook.com/thinkitbeitcompany/ LinkedIn: https://www.linkedin.com/company/think-it-be-it-llc/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What if adding a simple quote widget could turn your existing contacts into a steady stream of life-insurance buyers without high-pressure sales? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Brian Greenberg, Co-Founder & CEO of Quoteplicity, who shares how running an all-inbound, phone-based life insurance agency for 15 years led him to build a platform that has helped create 200,000+ leads for agents and agencies. He breaks down low-friction funnels, quoting tools, carrier hand-offs, and practical tactics advisors can use to cross-sell life insurance without turning every conversation into a hard sell. Key Takeaways: → Why people who sell life insurance should time their sales approach to meet buyers during key life events. → How using a quick quote widget lets shoppers self-serve and reach out when they are ready. → Why carrier “drop ticket” flows reduce friction time once the basics are submitted. → How Quoteplicity can be fully white-labeled on your domain, using your logo, phone number, and email, routing all leads to you. → Why the real challenge is traffic and outreach, not technology. Brian Greenberg is a serial entrepreneur, published author, and pioneer in the life insurance industry. As Co-Founder and CEO of Quoteplicity, Brian brings over two decades of experience in growing successful businesses and revolutionizing how life insurance is sold online. Brian brings over 20 years of entrepreneurial experience and a proven track record in the life insurance industry. A pioneer in online sales and author of The Salesman Who Doesn't Sell, Brian's leadership drives Quoteplicity's mission to revolutionize the way agents grow their businesses. Connect With Brian: Website: https://www.quoteplicity.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it really take to scale a home services business from a shoestring budget to seven figures and then do it five times over? In this episode of Sharkpreneur, Seth Greene interviews Teddy Slack Jr., Founder of BizScore.ai, who has built and scaled five different service-based businesses from scratch to seven figures. He's a serial entrepreneur who transformed an $8,000 startup into a company generating 43% EBITDA—before selling it at a five-times multiple. In this episode, Teddy shares his journey, his lessons on marketing, pricing, and leadership, and why he's now documenting his newest venture in real time for contractors everywhere. Key Takeaways: → Why flat-rate pricing revolutionized his industry and boosted closing rates. → The importance of tracking marketing ROI instead of “throwing spaghetti at the wall. → Why getting out of day-to-day operations is the key to scale and freedom. → The mindset shift every contractor must make to turn a job into a business. → The challenges and opportunities of entering a brand-new industry from scratch. Teddy Slack Jr. helps blue-collar business owners turn chaos into clarity and profit. Over the last 20 years, he has successfully built five service-based businesses from scratch to seven figures, all within their first 12 months. Most recently, he scaled and exited his home service business for a 5x multiple, growing it to $1.6 million in annual profit with zero owner involvement. Today, Teddy partners with select owner-operators as a strategic growth operator, bringing the systems, financial discipline, marketing power, and leadership infrastructure necessary to scale businesses without burnout or guesswork. Unlike traditional coaching, Teddy works hands-on in the trenches with business owners to turn their operations into streamlined, profitable machines that can run and eventually sell without them. Teddy is also the creator of BizScore, an AI-powered financial health tool that helps service businesses assess their financial situation and take action to plug profit leaks and grow with confidence. Connect With Teddy: Website: https://www.bizscore.ai/ YouTube: https://www.youtube.com/@teddyslack LinkedIn: https://www.linkedin.com/in/teddyslack/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how a simple daily ritual can transform your energy, focus, and overall well-being. In this episode of Sharkpreneur, Seth Greene interviews Aisha Chottani, Founder and CEO of Moment, a mood-boosting botanical beverage brand, who shares her journey from high-pressure management consulting to creating a product that supports mind-body health. With a focus on functional ingredients, mindfulness, and ritual-building, Aisha has grown Moment into a movement with thousands of daily users across the country. In this episode, she reveals how thoughtful design, intentional habits, and innovative wellness solutions can help anyone reset, recharge, and thrive. Key Takeaways: → How Moment transforms a beverage into a full mind-body experience. → Why meditation and functional ingredients became central to her brand. → The role of ritual and routine in managing stress and energy. → How packaging and design influence consumer wellness experiences. → Insights on creating a brand that changes culture, not just habits. Aisha Chottani is the founder and CEO of Moment, a pioneering brand at the intersection of wellness, adaptogens, and mindful living. A true global citizen, she grew up in Saudi Arabia and has lived across Pakistan, South Africa, Denmark, and the U.S., gaining a deep appreciation for diverse cultures and holistic traditions. Grounded in South Asian wellness principles, Aisha's lifelong curiosity about natural ingredients like Tulsi, Turmeric, and Chaga fuels her mission to enhance mind-body health through nature. A graduate of Harvard Business School, where she studied leadership and entrepreneurship, Aisha launched multiple ventures and collaborated with international brands before joining McKinsey & Company, where she led global consumer projects. Today, she's recognized as a keynote speaker across e-commerce, food, and adaptogen conferences. Outside of business, Aisha is an avid swimmer, boxing enthusiast, and proud New Yorker who lives life with balance and purpose. Connect With Aisha: Website: https://drinkmoment.com/ Instagram: https://www.instagram.com/drinkmoment/ TikTok: https://www.tiktok.com/@drinkmoment X: https://x.com/drinkmoment Facebook: https://www.facebook.com/drinkyourmeditation Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the biggest thing holding you back in business isn't the market, your offer, or your skills, it's the illusion you're living in?.   In this episode of Sharkpreneur, Seth Greene interviews Anders Hansen, internationally recognized Illusionist, speaker, and 7-figure CEO of Real Magic LLC, who shares how he went from being a broke burnout with failing health and debt to building a multimillion-dollar business that's helped over 10,000 people. Anders explains the five core “illusions” that keep entrepreneurs stuck (like hustle, fear, and limitation), and how to dissolve them so you can create quantum leaps in income, freedom, and identity. He also talks about continuing Bob Proctor's legacy, building transformation-driven live experiences, and why your job is not to “figure out how,” but to align with who you're becoming.   Key Takeaways: → How you can rebuild your entire life and business by changing your mindset. → How entrepreneurs can “rewire reality” through Real Magic Live and ongoing programs rooted in mindset, identity, and universal laws. → Why most entrepreneurs are trapped in mental illusions they mistake for reality. → What the five dominant illusions are and how most people are stuck in at least one.  → Success doesn't come from working harder, but from alignment and belief.   Anders Hansen is an internationally recognized Illusionist, speaker, and 7-figure CEO of Real Magic LLC —an immersive personal development experience that blends transformational coaching with the art of illusion in the award-winning Real Magic LIVE experience. With over 20 years of study in quantum physics, spirituality, and mindset, Anders has worked alongside some of the greatest thought leaders of our time, including his close friend and mentor, the legendary Bob Proctor. That relationship was sparked in 2016—an event Anders considers a real-world example of intentional manifestation. Through his groundbreaking programs and Real Magic LIVE events, Anders has helped over 10,000 people, incl. countless entrepreneurs and leaders break through mental limitations, expand their vision, and create extraordinary results. His unique approach fuses powerful mindset training with live illusions that make abstract concepts tangible and unforgettable. Anders' mission is to awaken individuals to their true potential by helping them lead and live happier, healthier and wealthier lives. With a global community and a rapidly growing brand, he continues to lead a movement that proves transformation doesn't have to be dry—it can be real, engaging, and even magical.     Connect With Anders: Website: https://www.andershansen.com/en/ Instagram: https://www.instagram.com/the.anders.hansen/ Facebook: https://www.facebook.com/TheAndersHansen LinkedIn: https://www.linkedin.com/in/theandershansen/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn how Cardiff has become America's favorite small business lender by leveraging technology to deliver quick approvals and funding for entrepreneurs in need.   In this episode of Sharkpreneur, Seth Greene interviews Dean Lyulkin, Co-CEO of Cardiff, who shares the journey of Cardiff from its humble beginnings to becoming one of America's most prominent small business lenders. He discusses the challenges and opportunities small business owners face when securing financing and how Cardiff's use of technology and digital marketing has enabled them to offer quick, easy access to capital. Dean also explains how Cardiff differentiates itself by providing both working capital and equipment financing solutions tailored to the unique needs of small businesses.   Key Takeaways: → The main mistake small business owners make is relying on outdated advice and not understanding that banks no longer serve their needs. → Small businesses should be cautious of unsolicited offers via text messages, as they are often red flags indicating a scam. → Despite the challenges posed by the 2008 financial crisis, Cardiff found success by focusing on small business needs and staying agile. → Small businesses often turn to banks for financing, but the banking industry's exit from small business lending created a void that Cardiff has filled. → Cardiff's goal is to provide funding decisions within minutes and deliver the money the same day to help small businesses solve immediate problems.   Dean Lyulkin is the Co-CEO of Cardiff and a recognized leader in alternative finance and investment strategy, known for delivering rapid, reliable capital to small businesses underserved by traditional banks. With a background in lending strategy, nearly a decade of experience at Fisher Investments, and a sharp understanding of macroeconomic forces, Dean plays a central role in shaping Cardiff's growth, innovation, and human-first approach to funding. He is a trusted voice on the impact of economic policy, interest rates, and financial markets on small businesses, and investing, frequently offering commentary and insights. Dean is also the creator of The Dean's List, a registered investment advisor, educational platform, and community that aims to bring transparency, clarity, and community to the investing world empowering high net worth individuals to make confident, informed investment decisions by cutting through industry complexity and elevating the next generation of investors. By combining operational expertise with a personal commitment to equity and access, Dean has helped lead Cardiff deploy over $10 billion in funding, empowering thousands of business owners across industries like healthcare, construction, logistics, and retail. Connect With Dean: Website: https://www.thedeanslist.co/https://www.thedeanslist.co/ https://cardiff.co/ Instagram: https://www.instagram.com/jointhedeanslist/ X: https://twitter.com/DeanLyulkin LinkedIn:  https://www.linkedin.com/in/dean-lyulkin-167b41 YouTube: https://www.youtube.com/@deanlyulkin Learn more about your ad choices. Visit megaphone.fm/adchoices

Feeling stuck in your career and unable to break through? What if the key to unlocking your potential and achieving real growth lies in a simple shift in mindset and systems, not just working harder?   In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Jim Effner, founder of the P2P Group, a coaching and training firm dedicated to helping financial advisors turn their potential into real performance. With over 30 years of experience in the financial industry, Jim shares the mindset and systems that have enabled him to build high-performing teams and achieve lasting success. Whether you're a seasoned professional or just starting out, Jim's insights will help you reach your full potential and elevate your business.   Key Takeaways: → Why the biggest mistake advisors can make is winging it. → How successful business run on systems not improvisation. → Why empowering beliefs are crucial to overcoming self-doubt and achieving success. → How growth requires embracing risk and moving forward even when it's uncomfortable. → Why the solo advisor model is dying and how a team-based approach provides scale, service, and succession.   Jim Effner is founder and President of P2P Group, a company specializing in sales training for financial services professionals. His mission is to help bridge the gap between financial advisors' potential and their performance. Prior to forming the P2P Group, Jim was Managing Partner of one of the largest Northwestern Mutual offices in the country. He built the Effner Financial Group to nearly 150 full-time and college advisors, insuring over 65,000 policyholders with a face amount of nearly $27 billion. A Million Dollar Round Table qualifier every year he worked in the business, Jim is now a lifetime member of MDRT. He was a three-time Recognition Dinner/Forum qualifier, which represents the top 5% of all Northwestern Mutual advisors. In fact, he was the youngest person to make Forum the first two times he qualified. As a new advisor, he led his region in 1990, 1991 and 1992, placing runner-up in the Bronze and Silver awards, and 3rd in the Gold. Jim has overcome numerous life challenges, including losing his hearing just 30 days after taking his Managing Partner contract. He brings his commitment to excellence, his passion, energy and conviction – along with his perspective of 30+ years in the industry – to every aspect of his business.   Connect With Jim:   Website: https://jimeffner.com/ Facebook: https://www.facebook.com/jimeffnerp2p LinkedIn: https://www.linkedin.com/in/jimeffner/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how to accelerate your startup's growth, without all the typical corporate roadblocks, by focusing on strategy and execution.   In this episode of Sharkpreneur, Seth Greene interviews Andy Culligan, Fractional CMO, CRO, and Marketing Advisor, who shares insights on scaling SaaS startups smarter and faster. He reveals the importance of strong execution and alignment between marketing and sales, offering real-world examples from his own experience helping companies overcome growth challenges. Andy emphasizes the power of being agile and staying ahead in a competitive market by building the right team and using AI to streamline processes.   Key Takeaways: → Successful marketing for SaaS requires a focus on both volume and high-ticket clients, depending on your product offering. → Marketing teams often face roadblocks, and it's critical to provide them with the tools and processes to stay on track and reach goals. → Many SaaS companies struggle with hiring skilled professionals quickly — Andy's team helps plug that gap with experienced marketers. → The typical challenge for SaaS startups is executing their go-to-market strategy, and Andy's team helps implement plans that drive immediate results. → Andy's company, Purple Path, focuses on delivering scalable marketing solutions by combining experienced strategy with agile execution.   As a Fractional CMO, CRO, and Marketing Advisor, Andy Culligan helps your sales and marketing teams focus on commercial success. His approach is a pure account-based marketing play. Providing your organization with a bullshit-free approach to Account Based Marketing (ABM), motivating and exciting your teams and delivering better outcomes, i.e. revenue.   Connect With Andy: Website: https://andyculligan.com/ LinkedIn: https://www.linkedin.com/in/andy-culligan/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you sitting on a mountain of credit card points but not sure how to turn them into luxury travel? In this episode of Sharkpreneur, Seth Greene interviews Julia Menez, founder of Geobreeze Travel, who helps people unlock the full potential of their credit card points and turn them into amazing travel experiences. In this episode, Julia reveals the common mistakes people make with their points, how to maximize their value, and the secret to securing luxury vacations. Whether you're a business owner or frequent traveler, Julia offers practical strategies to help you travel smarter and stretch your points further. Key Takeaways: → Many people waste their credit card points without understanding their true value. → Credit card companies and airlines often make it easy to spend points in ways that don't maximize their potential. → Transferring points between credit card partners and airline partners can unlock much better value. → Understanding the difference between points from different cards is key to maximizing rewards. → Learning how to pair the right credit cards with business and personal expenses increases your points earning potential. Julia Menez is the founder of Geobreeze Travel, a business born out of her passion for points and miles. A first-generation Filipina, ENTJ, and Las Vegas resident, Julia spent nine years as a pricing actuary, where she used mathematical modeling to assess the financial risks and uncertainties in the insurance sector. What started as a passion project to access business credit cards and bring fellow points and miles enthusiasts together during the isolation of the pandemic has since blossomed into a growing platform. Through Geobreeze Travel, Julia offers expert strategies on Instagram and YouTube, and helps clients maximize their travel rewards. Her interactive community continues to expand, reflecting her dedication to teaching others how to make the most of their travel opportunities using points and miles. Connect With Julia Menez: Website: https://geobreezetravel.com/ Instagram: https://www.instagram.com/geobreezetravel/ Facebook: https://www.facebook.com/geobreezetravel Learn more about your ad choices. Visit megaphone.fm/adchoices

What if you could move to a new house, keep your current one, and still unlock the equity in it?   In this episode of Sharkpreneur, Seth Greene interviews Kyle Kamrooz, CEO and Founder of Bonus Homes, who is revolutionizing the way homeowners can access their equity without having to sell. In this episode, Kyle shares how his company helps homeowners unlock the equity in their properties while turning them into passive investments. This new model, called a Home Appreciation Partnership, allows homeowners to benefit from their home's future appreciation without the typical headaches of selling.   Key Takeaways: → Bonus Homes provides an alternative to selling your home. → Homeowners can unlock equity without the stress of moving or listing the property. → The Home Appreciation Partnership allows homeowners to retain ownership of their home. → Bonus Homes manages the property as a rental, handling all maintenance and tenant management. → Homeowners can still buy a new property while keeping their current home as a passive investment.   Kyle Kamrooz is the founder and CEO of Bonus Homes, a groundbreaking platform redefining how Americans build generational wealth through homeownership. Before founding Bonus Homes, Kyle spent nearly two decades in the real estate ecosystem. By age 25, Kyle had already built one of California's largest direct-to-consumer mortgage lending companies. By 27, he had built a 50-state national lender that processed over $7 billion in loans annually and employed more than 800 people across all 50 states.   Connect With Kyle: Website: https://www.bonushomes.com/Instagram: https://www.instagram.com/bonus.homes/X: https://x.com/bonushomesFacebook: https://www.facebook.com/bonushomesLinkedIn: https://www.linkedin.com/company/bonushomes/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Freedom gets a lot easier when your systems work harder than you do.   In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Daniel Alonzo, Wealth Coach, who unpacks the mindset and mechanics of true financial freedom. Financially independent by 28, Daniel scaled to 1,500+ agents across 60 offices and hosts the Wealth on the Beach podcast. He breaks down scaling via leadership, content consistency, and modern messaging that attracts the next generation while building durable passive income.   Key Takeaways: → Why achieving true financial freedom requires both passive income and substantial cash reserves. → How building leaders who can operate independently allows a business to scale faster. → Why documenting systems, training materials, and repeatable processes is the foundation for sustainable growth. → How consistency is what separates those who get attention from those who fade away. → Why staying relevant means embracing new voices, listening to younger generations, and adapting your message to changing audience platforms.   Daniel Alonzo is a high-energy entrepreneur, wealth coach, and host of the Wealth on the Beach Podcast. He has built one of the largest financial teams in America, comprising over 1,500 licensed agents and 60 offices. He's also the author of 3 books: Wealth on the Beach: 11 Laws to Building Financial Freedom, Wealth on the Beach: For Teens, and his latest, Wealth on the Beach: Why Most Life Insurance is a Scam - And How to Get It Right. Daniel's Mission is to teach people how to build wealth, shift their mindset, and live a life of freedom, choices, and options.   Connect With David: https://wealthonthebeach.com/   Learn more about your ad choices. Visit megaphone.fm/adchoices

The threat that puts you out of business probably won't look like a movie hack, it'll look like a normal email from your CEO.   In this episode of Sharkpreneur, Seth Greene interviews Scott Alldridge, CEO of IP Services and bestselling author of the Visible Ops series, who explains how modern cybercrime actually works and why most small and mid-sized companies are far more vulnerable than they think. Scott shares real breach stories, including how something as simple as leaving a printer password as “1234” led to a $187,000 theft and forced a firm into a merger. He breaks down why cybersecurity is now a board-level issue, how AI is being weaponized by attackers, and what leaders need to be doing right now to protect their data, their money, and their survival.   Key Takeaways: → Most companies think “we're too small to be a target,” but attackers actively go after businesses with as few as 100 employees — and even under $1M in revenue. → Only about 1 in 7 cybersecurity breaches ever gets reported, so what you read in the news is a tiny fraction of what's actually happening. → A single weak password (like “1234” on a networked printer) can give a threat actor a doorway into your entire system. → Attackers don't smash and grab; they sit quietly for weeks or months, watch how you communicate, then imitate leadership to trigger wire transfers that look totally normal. → The “human layer” is still the biggest risk: phishing, social engineering, and reused or weak credentials are where most compromises begin.   Scott Alldridge has spent three decades on the frontlines of cyber warfare—turning escalating threats intocompetitive advantage for business leaders. As co-founder of the IT Process Institute and creator of the globally adopted VisibleOps framework (400,000+ copies sold), he shaped how enterprises worldwide secure and scale technology.   His Amazon bestseller, VisibleOps Cybersecurity, is the definitive roadmap for integrating Zero Trust principles into real business results. Today, as CEO of IP Services, one of America's most trusted MSSPs, Scott helps executives verify—not just trust—their cybersecurity posture.   Driven by both expertise and altruism, Scott's mission is to ensure businesses of all sizes are resilient and protected—not only to safeguard revenue, but to prevent the devastating personal and professional fallout of cyberattacks. A globally recognized thought leader with 618K+ social media followers, he leverages his platform to raise awareness, share real-world breach stories, and arm leaders with actionable strategies that save companies before it's too late.   Connect With Scott Aldridge: Website: https://ipservices.com/ Instagram: https://www.instagram.com/scottalldridge1/?hl=en LinkedIn: https://www.linkedin.com/in/scott-alldridge-1a976/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you sure you're handling sales tax correctly in your e-commerce business? You may be unknowingly making costly mistakes that could come back to haunt you. In this episode of Sharkpreneur, Seth Greene interviews Jared Smithson, General Manager and E-Commerce Tax Compliance Expert at RJM Tax Exemption, who discusses the most common sales tax issues facing e-commerce businesses today. Jared shares his journey from helping his business partner navigate the complexities of U.S. sales tax to growing a company that now works with thousands of e-commerce sellers. From understanding nexus to dealing with product taxability quirks, this episode is a must-listen for anyone looking to avoid tax headaches and save money in their business.   Key Takeaways: → The importance of understanding nexus in U.S. sales tax and how to determine where you need to register. → Common mistakes e-commerce sellers make when dealing with sales tax exemptions and how to avoid them. → The ins and outs of product taxability and how different products are taxed in different states. → The hidden dangers of relying solely on AI tools for tax compliance and why human expertise is necessary. → Why failing to address sales tax early can lead to costly liabilities down the road.   Jared Smithson is the Co-Founder of a multimillion-dollar consultancy specializing in e-commerce tax compliance. As a leading authority for 7-figure e-commerce sellers, Jared has helped over 5,000 businesses achieve bulletproof US tax compliance without operational headaches. His expertise spans multi-state sales tax mastery, seamless US market entry for international brands, and building audit-proof, scalable compliance systems. Jared's work has earned his firm the #1 spot on Trustpilot for tax preparation and company registry in the US, making him a trusted partner for Amazon, Shopify, Walmart, and DTC brands preparing for acquisition   Connect With Jared Smithson: Instagram: https://www.instagram.com/rjmtaxexemption/ Facebook: https://www.facebook.com/rjmexpand/ LinkedIn: https://www.linkedin.com/company/rjmtax/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Success at work means nothing if your home life is falling apart, and one question at a funeral changed everything for this man.   In this episode of Sharkpreneur, Seth Greene interviews Mitchell Osmond, Host of the Dad Nation Podcast, once 60 pounds overweight, $100K in debt, and on the brink of divorce, Mitch's life pivoted after a moment of truth at a funeral—and he's now helping high-performing men rebuild their home, health, and happiness. Through his coaching, podcast, and programs, Mitch helps men become the husbands, fathers, and leaders they were always meant to be—without sacrificing professional success.   Key Takeaways: → Why success in business means little when your home life is collapsing. → The eulogy exercise that sparks deep transformation in his clients. → The "Crazy Cycle" that silently kills desire and connection in marriage. → The masculine mistake that shifts wives into mother roles—and why that ruins intimacy. → How the free “Connection Code” gift can rebuild emotional intimacy in any marriage.   Mitchell Osmond is a trusted advisor, leadership consultant, executive coach, and host of the Dad Nation Podcast (34k+ monthly listeners). With over 15 years in senior leadership, he helps high-performing men achieve success where it matters most—at home, in their health, and in their happiness—while enhancing their career success. Mitchell has guided executives, entrepreneurs, and driven professionals to bridge the gap between career achievement and personal fulfillment. His coaching, programs, and podcast equip men to lead with confidence, master their mindset, and build strong marriages and families. As a sought-after speaker and thought leader, Mitchell shares his expertise on leadership, marriage, mindset, and high-performance habits at events, masterminds, and across his digital platforms. His mission is clear: help career-driven men lead with purpose, win in every arena, and create a legacy that outlives them. Connect With Mitchell Osmond: Website https://www.dadnationco.com/ Instagram https://www.instagram.com/dadnationco/ Facebook https://www.facebook.com/groups/1078371246738608/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Silence online isn't neutral anymore; it's a risk you can't afford.   In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Jess Jensen, Founder and CEO of Co-pilot Communications, who is a former Fortune 500 leader who ran digital, social, and executive communications at Nestlé, adidas, Qualcomm, and Microsoft. Jess helps C-suite executives and founders present themselves online as authentic individuals—transforming leadership values into content that fosters trust, demand, and resilience. She shares why invisibility is dangerous, how to craft a durable leader brand, and what today's LinkedIn favors beyond corporate PR blasts.   Key Takeaways: → How leaders must go beyond wins and launches. → Why you should treat LinkedIn like a conversation, not a press wire. → How your should build your professional brand before you need it. → Why personal narratives matter to earn trust and recall. → How balancing business value with human moments is critical.   Jess Jensen is the founder of Co-pilot Communications, a Portland-based advisory helping bold executives and founders build digital brands that actually sound like them. After 20 years inside Fortune 100 companies (Microsoft, Qualcomm, Nestlé, and Adidas), Jess stepped out of corporate to help leaders stop playing small online and start showing up with clarity and confidence. Co-pilot works with curious, values-driven leaders who are tired of generic content and ghostwritten fluff. Jess believes that building a professional brand isn't just smart—it's your moat. Through sharp messaging, editorial strategy, and smart use of platforms like LinkedIn and podcasting, she helps her clients earn trust and build rapport in places where their stakeholders already spend hours every day. Jess launched Co-pilot in 2024 to amplify the kind of leadership the world needs more of—clear, grounded, and human. She's on a mission to help leaders take back the mic and shape their own narrative before someone else does.   Connect With Jess: Website If booking a call, don't forget to mention in the notes that you saw this episode of Sharpreneur to receive your free LinkedIn Audit! LinkedIn Subscribe to Jess's Monthly Newsletter   Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the real key to exploding your business isn't just innovation—but mastering the art of pivoting through change?   In this episode of Sharkpreneur, Seth Greene interviews Blair LaCorte, CEO at LaCorte Ventures. Blair is a leader who has guided multiple companies from startup to IPO and through major industry disruptions. Blair's career includes C-level roles at ExoJet Vista, TPG, Autodesk, Sun Microsystems, and the world's largest live entertainment production company. He's currently training as an astronaut for Virgin Galactic, serves as Vice Chairman of the Buck Institute for Research on Aging, and has collaborated with icons like Richard Branson, Elon Musk, and Bill Clinton. In this candid conversation, Blair shares how to recognize when to pivot versus double down, why change is the ultimate business opportunity, and how to build lasting connections that fuel personal and professional growth.   Key Takeaways: → The two essential skills every entrepreneur needs: fact-finding and quick-start decision-making. → How to tell if you're pivoting too much—or not enough. → Why change should be viewed as a profit opportunity, not a threat. → The biggest mistakes leaders make when reacting to disruption—and how to avoid them. → Why restructuring and scaling have more in common than most think.   Blair LaCorte is a dynamic business executive with a diverse career spanning entertainment, aviation, AI, technology, aerospace, consulting, investing, and military logistics. Raised by entrepreneurs, he has held CEO and C-level roles at major companies like PRG, XOJET/Vista, TPG, Autodesk, and Sun Microsystems/Oracle. Blair has helped lead multiple startups to successful IPOs, including AEye Technologies and VerticalNet. Currently, he is an astronaut-in-training for Virgin Galactic and serves as Vice Chairman of the Buck Institute, a leader in longevity research. He also co-founded and facilitates a Mastermind group of 40 global CEOs. Known for his engaging leadership and strategic vision, Blair has served on nonprofit boards alongside luminaries like Steve Kerr, Phil Jackson, Richard Branson, Elon Musk, and Bill Clinton.   Connect With Blair LaCorte: Website: https://mastermindinnovate.com/ LinkedIn: https://www.linkedin.com/in/blair-lacorte-68084/ Learn more about your ad choices. Visit megaphone.fm/adchoices

If your pipeline feels stuck, this playbook shows how honest answers and self-service tools can unlock demand fast.   In this episode of Sharkpreneur, Seth Greene interviews Marcus Sheridan, World-Renowned Communication expert, Author, and Keynote speaker, famed for turning a struggling pool company into a category leader through radical transparency. Marcus shares the “Big Five” topics buyers obsess over, why publishing pricing and comparisons builds trust, and how AI-driven, zero-click search makes being the definitive answer more important than SEO alone. He breaks down practical self-service tactics (like pricing estimators), free tools for topic ideation and AI readiness, and the communication habits that help small teams outperform giants.   Key Takeaways: → They Ask, You Answer 2.0: Obsess over buyer questions and address them openly in text and video → The Big Five: Cost, problems, comparisons, reviews, and “best” content reliably drives traffic, trust, and sales → Publish Pricing (Smartly): Teach ranges and cost drivers—humans, search engines, and AI reward clarity → Be the Answer in AI: As zero-click search grows, optimize to be cited by AI systems, not just ranked by Google → Self-Service Wins: Interactive tools (e.g., pricing estimators) give control to buyers and lift conversions   As a world-renowned communication expert, author, and keynote speaker, Marcus Sheridan helps brands, sales teams, and leaders build deeper human connections and establish more trust with their audiences. With over 13 years of experience in the speaking industry and 23 years as an entrepreneur, Marcus has honed his craft as a master communicator, helping individuals and organizations transform the way they connect, engage, and influence. His expertise has been tactfully applied across a diverse range of subjects including Sales, Leadership, Marketing, AI, personal development, and trust.   Connect With Marcus Sheridan: Website: https://marcussheridan.com/ Instagram: https://www.instagram.com/marcussheridanspeaks/ X: https://x.com/thesaleslion LinkedIn: https://www.linkedin.com/in/marcussheridan/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the thoughts you repeat every day are shaping your reality more than you realize? In this heartfelt Whinypaluza Wednesday, Rebecca and Seth Greene open up about how powerful our minds truly are and how often we underestimate that power. Rebecca shares her personal journey toward transforming negative thinking into mindful awareness and daily positivity. Together, they discuss the trap of venting, the power of reframing, and why mental exercise is just as important as physical fitness. With warmth and humor, they remind listeners that we can rewire our thoughts, one compassionate moment at a time. Key Takeaways → Negative thinking breeds more negativity—awareness is the first step to change. → Replace venting with mindful reflection and problem-solving. → Practice “RE” words: rewind, reset, regroup, and replace. → Small language shifts (“I'm having a bad moment” instead of “a bad day”) can transform perspective. → Give yourself grace—retraining your brain takes daily repetition and compassion. Favorite Quotes:

Behind every highlight reel is a messy maze of contacts, gatekeepers, and missed opportunities—until someone maps it. In this episode of Sharkpreneur, Seth Greene interviews Ryan Rottman, actor-turned-founder who conceived an “IMDb for athletes,” and Sean O'Brien, CEO and former CMO who scaled Modloft from ~$25M to nearly $100M and helped Kevin Costner's Autio build engineering in-house. Backed by marquee investors (including super-agent Scott Boras) and a recent CNBC debut, AthleteAgent.com centralizes accurate, validated contacts for athletes and agents across growing pro leagues. Ryan and Sean share how they're boosting deal flow for the 99% of athletes, tightening product focus, and building trust in an industry famous for being fragmented and insular.   Key Takeaways: → How a dinner with Aaron Rodgers sparked the idea for an “IMDb for athletes” → Why athlete representation and endorsement deals are so fragmented—and how they're solving it → The surprising industries subscribing to AthleteAgent (from Coca-Cola to financial advisors) → How AthleteAgent is bringing transparency, trust, and deal flow to athletes and agents → Why sports representation and endorsements are so fragmented—and how a centralized “pro LinkedIn” changes the game   Ryan Rottman is the Co-Founder and Chief Operating Officer of AthleteAgent.com, a groundbreaking sports tech platform. In his role, Ryan oversees business operations, strategic partnerships, and platform development, helping expand the site's reach across professional leagues and enhance its database of verified athlete and team contacts. Before stepping into the tech and sports business world, Ryan built a successful career in entertainment, starring in films such as Billionaire Boys Club, The Open Road, and a variety of Hallmark originals, as well as television series like 90210(CW), The Middle (ABC), and The Lying Game (ABC Family). His background in production and storytelling has been instrumental in shaping AthleteAgent.com's user experience and brand identity. Ryan combines business acumen with creative vision, bringing a unique edge to the intersection of sports, media, and tech. Sean O'Brien is a seasoned entrepreneur and executive with a track record of scaling successful ventures across multiple industries. In his early 20s, Sean co-founded a patented eCommerce company that achieved $10M in sales and was acquired after being featured as a “Product of the Year” on The View. He went on to launch The DivotCard, a Groupon-like platform for golf, which earned recognition in Inc.. By the age of 30, both startups had exits. Sean later served as CMO/CTO at Modloft, a luxury D2C furniture brand, helping scale it to nearly $100M in revenue and earning accolades from Forbes, CNN, and Architectural Digest. He also played a key role at Autio, a startup backed by Kevin Costner and other investors, which turned down a $1M offer on Shark Tank. Currently, Sean is the CEO of AthleteAgent.com and Swingzy, while also being a part-time venture capitalist at NGVP and Hustle Fund. He has studied at prestigious institutions such as Wharton, Stanford, and UC Berkeley.   Connect With Ryan Rottman and Sean O'Brien: Website: https://www.athleteagent.com/ Instagram: https://www.athleteagent.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Learn how smart legal strategies can protect your brand and power your startup's growth before costly mistakes happen.   In this episode of Sharkpreneur, Seth Greene interviews Jeff Holman, Founder and CEO of Intellectual Strategies, who shares insights on how startups and scaling businesses can protect their intellectual property and build strong brands. He discusses common mistakes companies make when it comes to trademarks and branding, and offers practical advice to avoid legal disputes that can cost thousands or more. Jeff also opens up about the unique approach his firm takes to work hand-in-hand with innovative companies, helping them navigate legal challenges while fueling their growth.   Key Takeaways: → The critical importance of valuing and protecting your brand early → Common pitfalls startups face with trademarks and intellectual property → How poor legal planning can lead to expensive rebranding battles → Strategies for choosing strong, protectable brand and product names → The passion behind helping innovators bring new ideas to market   Jeff Holman, founder and CEO of Intellectual Strategies, is changing the way startups and scaling businesses access legal support. As the creator of the first Fractional Legal Team at Intellectual Strategies, he's made it possible for companies to tap into expert legal advice at key points in their growth—without needing a full-time, in-house team. This innovative approach means businesses get exactly the help they need, when they need it, and without the hefty overhead, helping them navigate everything from early-stage challenges to high-stakes scaling decisions.   Connect With Jeff Holman: Website: https://www.intellectualstrategies.com Instagram: https://www.instagram.com/intellectualstrategies/ LinkedIn: https://www.linkedin.com/in/holman/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Gold doesn't need to sit in a vault — now it can be spent just like regular money! In this episode of Sharkpreneur, Seth Greene interviews Jeremy Cordon, Founder and CEO of Goldback Inc. He discusses an innovative solution for using gold as everyday currency. Jeremy explains how Goldback makes physical gold accessible, spendable, and practical for modern transactions, providing an inflation-proof way to protect and trade wealth. Learn how this unique product has quickly grown and what the future holds for Goldback in the world of finance. Key Takeaways: → Why people wanted to be able to use gold for everyday transactions. → How Goldback operates, and its value compared to the spot price of gold. → How Goldback addresses the problem of inflation and offers a practical alternative to traditional money. → Why small businesses are adopting Goldback for payments. → How financial advisors can use Goldback to provide clients with a tangible, inflation-resistant investment.   Jeremy Cordon, Founder and CEO of Goldback Inc., is passionate about precious metals and sound money. During an internship at the Libertas Institute, he connected with Larry Hilton, which led to a role at the United Precious Metals Association (UPMA). There, he helped grow membership from 400 to 25,000. Jeremy later focused his efforts on creating Goldbacks—a physical gold currency designed to preserve wealth and strengthen local economies. Under his leadership, Goldbacks have expanded to multiple state series, empowering individuals and communities with a practical tool for financial stability.     Connect With Jeremy:   Website Instagram TikTok X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

What happens when your college freshman finally comes home—and you realize the adjustment isn't just theirs, it's yours too? Rebecca and Seth Greene share the laughter, tears, and lessons from Max's first visit home from college. From emotional goodbyes and overflowing laundry to rediscovering the calm “Max vibe,” the Greenes open up about how family dynamics shift when one child leaves the nest. Rebecca reflects on how hard it is to let go, why it's okay to cry, and how every parent must navigate the bittersweet transition of watching their kids grow up. Together, they talk about neural connections, emotional growth, and the power of letting your children learn independence—while still keeping the family love alive. Key Takeaways → The first college visit home is filled with love, pride, and a touch of heartbreak.→ Independence brings new neural growth for both parent and child.→ Sometimes the best thing parents can do is “chill out” and go with the flow.→ Rest, recharge, and no agenda weekends are exactly what college kids need.→ It's okay to feel all the emotions—letting go doesn't mean loving less. Quote“Yes, I'm going to cry every time Max goes back to school—and that's okay. It just means I love him deeply.” — Rebecca Greene Listen & Connect

Marketing attribution in the digital age is harder than ever, but with the right approach, it can be turned from chaos to clarity. In this episode of Sharkpreneur, Seth Greene interviews Jeff Greenfield, founder of Provalytics, who shares his journey from media buying to developing a cutting-edge attribution platform that helps businesses solve the challenges posed by data chaos. With the privacy-centric shift in the industry, Jeff discusses how AI and machine learning are being leveraged to offer marketers a powerful tool to measure and optimize their marketing efforts. Tune in to learn how businesses can adapt to the future of attribution, and why building a single source of truth in data is essential for success. Key Takeaways: → The problem of multi-partner attribution and its impact on marketing budgets. → The transition from traditional, broad-based marketing to granular digital marketing. → How privacy concerns and cookie-less tracking have shifted the marketing landscape. → The role of Marketing Mix Modeling in today's digital marketing world. → The rise of probabilistic models in place of user-level tracking. Jeff Greenfield is the Co-Founder and CEO of Provalytics, where he is revolutionizing marketing attribution with privacy-centric, cookie-less solutions tailored to a rapidly evolving digital landscape. With over three decades of expertise in strategy, growth, and marketing innovation, Jeff has a proven track record of building transformative companies and delivering measurable results. At C3 Metrics, which he co-founded, Jeff developed industry-first technologies like the cookie-less identifier. These innovations helped clients such as JP Morgan and Nestlé achieve marketing ROI improvements exceeding 25%. Jeff's journey began with his studies in biochemistry at the University of Maryland, where he developed a data-driven approach that has shaped his career. His diverse expertise spans strategic leadership, technology innovation, and creativity, drawing from experiences that include aviation, magic, and healthcare. Today, Jeff leads Provalytics with a commitment to empowering marketers to make smarter, faster decisions that drive measurable impact, helping businesses thrive in a privacy-first world. Connect With Jeff Greenfield: Website https://provalytics.com/ X https://x.com/JeffGreenfield LinkedIn https://www.linkedin.com/in/jeffgreenfield/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Are you struggling to make sense of your marketing data? GA4 could be the cause, but it doesn't have to be this difficult. In this episode of Sharkpreneur, Seth Greene interviews Joshua Lauer, Founder of Lauer Creations Inc., who shares his journey from musician to data guru and explains how he helps businesses simplify their data for more effective marketing. With a focus on fixing common GA4 headaches, Joshua reveals the steps every business should take to ensure their data is driving the right insights. Whether you're a seasoned marketer or just starting, this episode is packed with actionable tips for overcoming the complexities of Google Analytics and making your data work for you. Key Takeaways: → What is GA4, and why is it so different from its predecessor, Universal Analytics? → Common mistakes businesses make when setting up Google Analytics. → How to identify the real goal of your website and ensure your data aligns with it. → The key reports that every business should automate for better decision-making. → The step-by-step process for fixing GA4 setup issues and ensuring accurate reporting. Joshua Lauer is a seasoned marketing intelligence professional and the founder of Lauer Creations Inc., where he's helped over 100 businesses turn marketing confusion into data-driven clarity. With over 12 years of experience, he specializes in GA4 troubleshooting, digital analytics, and building strategic data warehouses for $20M+ revenue companies. In just two years, he's generated over $500K in consulting revenue by helping brands shift from scattered reporting to actionable insights. Joshua is known for making complex data simple—translating technical noise into powerful growth strategies. Connect With Joshua Lauer: LinkedIn https://www.linkedin.com/in/lauerjoshua/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you ready to break free from business frustration and unlock sustainable growth?. In this episode of Sharkpreneur, Seth Greene interviews Lisa Levy, Founder & CEO of Lcubed, who shares her journey from a dream job to creating a revolutionary consulting model that prioritizes results over profits. With over 16 years of experience, she reveals how she guides businesses through adaptive transformation by fostering self-reliant leadership teams and embracing uncertainty. Tune in to discover practical strategies for implementing the innovation engine and improving your organization's performance and culture. Key Takeaways: → Learn how a moment of frustration sparked a major entrepreneurial shift.. → Discover the key values that drive effective leadership in any organization. → Hear about the difference between traditional change frameworks and Lisa's unique approach.. → How can businesses move beyond siloed thinking to create cross-functional collaboration? → Explore the concept of an "innovation engine" for driving continuous improvement. Lisa L. Levy, the Founder & CEO of Lcubed is a trusted advisor who helps organizations and leaders to adapt and thrive. Lcubed Consulting works with a collaborative group of alliance partners to bring the appropriate experience and subject matter experts to each engagement.The Lcubed Consulting model is a unique consulting approach to providing strategic clarity and team enablement by implementing the Adaptive Transformation Framework™. The framework will allow your organization to achieve agility, productivity and growth. Connect With Lisa Levy: Website: https://lisallevy.com/ Instagram: https://www.instagram.com/lcubed.consulting/ LinkedIn: https://www.linkedin.com/in/lisallevy/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Want to make your book a bestseller? Discover how to navigate the changing publishing landscape and land your book on the coveted Success Bestseller List. In this episode of Sharkpreneur, Seth Greene interviews Michael Drew, CEO and Founder of Promote a Book, who discusses the evolving world of book marketing. He explains how the end of the Wall Street Journal's bestseller list opened the door for new opportunities, and how he's helped authors succeed through the newly launched Success Bestseller List. With 131 consecutive books placed on top lists, Michael's insights are a must for any aspiring author or publisher. Key Takeaways: → The transition from Wall Street Journal's list to Success Magazine's list → Why brick-and-mortar bookstores still dominate book sales → How to get your book onto the Success Bestseller List → The role of sales volume and reporting channels in bestseller rankings → New monetization opportunities for authors with Success Magazine Michael has mastered the intricacies of publishing and continually adapts his methods and processes to match today's rapidly evolving industry and media landscape. Beyond merely helping their books sell well, Michael R. Drew also works with aspiring authors, giving them guidance and support in writing books worthy of bestseller status. He also works with authors on an essential component of their continuing success: building a platform that will expand their audience. He has helped authors become even more effective business women and men who nourish today's idea-hungry marketplace. Connect With Michael Drew: Website  https://bookretreat.com/ Instagram https://www.instagram.com/guatemalabookretreat X https://x.com/WriterGetaway Learn more about your ad choices. Visit megaphone.fm/adchoices

Want to 10x your impact and build a championship life and career? Discover how Corey Dissin transformed his journey and now helps others unlock their true potential.   In this episode of Sharkpreneur, Seth Greene interviews Corey Dissin, owner of The Corey Dissin Companies, LLC and author of Going the Distance: 10 Rounds to a Championship Life and Career, who shares his unconventional journey from broadcast production to becoming a high-performance coach. With decades of experience and a background in boxing and mixed martial arts, Corey combines his love for personal development and business strategy to guide solopreneurs and small business owners toward success. In this episode, he discusses how consistency, systems, and a relentless mindset are key to achieving extraordinary results.     Key Takeaways: → Why consistency and routine are overlooked marketing muscles → The importance of building a personal brand and marketing yourself → The mindset shift required to go from solopreneur to business owner → The importance of quality time and balancing work with life → How boxing and mixed martial arts shaped Corey's business mindset   Corey Dissin is a high-performance coach and the owner of The Corey Dissin Companies, LLC. With over 27 years of experience, he helps entrepreneurs 10x their lives and careers through practical, no-BS marketing strategies and mental toughness. Corey has worked with professionals across various industries, including automotive, financial planning, and digital media. As the author of Going the Diss-Tance, he specializes in branding, time management, and personalized business strategies that drive growth. Corey's tough love approach makes him a trusted advisor for entrepreneurs worldwide.   Connect With Corey Dissin: Website https://coreydissin.com/ Instagram https://www.instagram.com/thecoreydissin/ X https://x.com/bigdaddydissin Facebook https://www.facebook.com/GoGetItWithCoreyDissin/ LinkedIn https://www.linkedin.com/in/coreydissin/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What's the secret to peak cognitive performance? How optimizing your mind and brain can dramatically improve both your personal health and professional success.In this episode of Sharkpreneur, Seth Greene interviews Dr. Ryan Williamson, Board-Certified Neurologist & Owner and Founder of Transcend Health, who shares his insights on brain optimization, longevity, and how entrepreneurs and leaders can maximize their cognitive potential. After years of working in healthcare and a deep passion for helping others, Dr. Williamson has built a business helping individuals achieve their best mental and physical performance. In this episode, he discusses the key pillars of health and brain function, the importance of purpose in life, and the role of sleep in high-level performance. His new book, The Incredible Brain, offers even more in-depth knowledge to help you perform at your best.Key Takeaways:→ The difference between lifespan and health span→ How brain optimization impacts entrepreneurial success→ The power of purpose in enhancing cognitive resilience→ Why quality sleep is key to better performance→ Understanding the habits that lead to high-functioning leadershipDr. Ryan Williamson is a board-certified neurologist, U.S. Navy veteran, and advocate for human longevity.  As the owner and founder of Transcend Health, he uses his expertise to help individuals optimize their health, extend their lifespans, and create more meaningful legacies.Ryan is deeply interested in improving the lives of others. Throughout his career, this has largely been accomplished through the practice of clinical medicine—but now, he is looking to affect change on a larger level, so more people can feel better and perform at their best. Today, Ryan accomplishes his vision by educating people on evidence-based principles and proactive methods to improve brain health and expand longevity.Connect With Dr. Ryan Williamson:WebsiteInstagramLinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Financial freedom isn't a pipe dream—it's a journey. In this episode, we dive into how women can take control of their financial futures, build wealth, and change the narrative.   In this episode of Sharkpreneur, Seth Greene interviews Michelle Taylor, founder of Women in Wealth Institute, who discusses her mission to empower women to build their financial futures. From overcoming the challenges of personal finance to creating a supportive community, Michelle shares her insights on how women can break free from limiting beliefs and take control of their financial well-being. Through her podcast Talk Wealthy to Me, Michelle brings in experts and offers actionable advice to help women achieve lasting financial success.   Key Takeaways: → The importance of self-education and taking control of your money → Overcoming the misconception that women aren't good with money → Creating a supportive community for women in finance → Why protecting your wealth is just as important as growing it. → How to shift from a scarcity mindset to one of abundance   Michelle Taylor is the founder of the Women in Wealth Initiative, a transformative platform aimed at empowering women to take control of their financial futures. With over a decade of experience in financial services, Michelle is committed to closing the wealth gap by providing financial education and a supportive community for women from all walks of life. From business owners preparing for exit strategies to stay-at-home moms managing household budgets, Michelle's initiative helps women define and achieve their version of financial success with confidence and clarity.   Connect With Michelle Taylor: Website Instagram Podcast Learn more about your ad choices. Visit megaphone.fm/adchoices

When it comes to trust management, most firms focus on compliance—Members Trust focuses on relationships. In this episode of The RIA Podcast Episode 225, Seth Greene interviews Ken Lako, President and CEO of Members Trust Company, who is a leader in trust and fiduciary services. With over 25 years of experience in law, investment management, and trust administration, Ken shares how Members Trust focuses on both growth and compliance, helping clients build and maintain their legacies. From working with RIAs to offering personalized solutions, Members Trust is dedicated to ensuring that every trust is managed with integrity, precision, and care.Listen to this insightful RIA episode with Ken Lako about Partnering with RIAs: The Members Trust Advantage. Here is what to expect on this week's show: Why compliance and legal risk management are now a major focus The unique role Members Trust plays in helping RIAs with trust management  The difference between working with Members Trust vs. bank trustees How Members Trust ensures a seamless, end-to-end trust management process Why accessibility and service are core to the Members Trust philosophy Connect with Ken:Website: https://www.memberstrust.com/YouTube: https://www.youtube.com/channel/UCgjXfViodT8mKi5Z_f9wQcgInstagram: https://www.instagram.com/memberstrustcompany/LinkedIn: https://www.linkedin.com/company/members-trust-company/Facebook: https://www.facebook.com/memberstrustcompany/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Franchising doesn't have to mean fast food—discover a new path to business ownership with non-food franchises that promise steady growth and long-term success.   In this episode of Sharkpreneur, Seth Greene interviews John Ostenson, the founder of FranBridge Consulting and author of Non-Food Franchising, who shares his expert insights into the world of franchising beyond the fast food industry. With years of experience as a franchisee and consultant, John explains how he helps aspiring entrepreneurs find the right business opportunities, secure funding, and thrive in the franchising world. His mission is to connect people with business models that align with their goals and lifestyles, ensuring long-term success.   Key Takeaways: → Why non-food franchises are a smart business move. → The challenges of finding the right franchise fit. → The six-step framework for evaluating franchises. → The process of finding the perfect franchise opportunity. → Insights into emerging sectors in non-food franchising.   Jon Ostenson is the founder of FranBridge, a top 1% franchise consultant in the US, and a frequent contributor on franchising across various outlets and publications. Jon is a multi-brand franchisee himself, and along with his business partners, he has great operators leading these ventures. As a result, he can commit over 90% of his time to helping others achieve their dreams of freedom and wealth generation through business ownership.   Before FranBridge, Jon was the President of ShelfGenie, a national franchise system with 200 locations. Before his start in franchising with ShelfGenie, Jon spent 15 years in the corporate world, most recently serving as the Vice President of Sales for Carter's Inc., where he was responsible for over $350 million in annual sales. Jon began his career as a Consultant with Accenture, often working internationally on behalf of clients. Jon serves on the Board of the Entrepreneurs' Organization and is actively involved in supporting charitable organizations, including Growing Leaders and Hope International. Jon holds a Bachelor of Business Administration (BBA) and a Master of Business Administration (MBA) from the University of Georgia. He resides in Atlanta, where he and his wife, Jenny, have three children and are actively involved in the community.   Connect With Jon Ostenson: Website LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Want to own a business but unsure where to start? Franchising might be the solution! In this episode of Sharkpreneur, Seth Greene interviews Lance Hood, founder of ARC Franchising, who shares his unique approach to franchising. After building his own business experience and overcoming personal challenges, Lance now helps aspiring franchise owners succeed. He discusses his discovery process, how to avoid common mistakes, and the key to selecting the right franchise for long-term success. With a focus on personal development and the right fit, Lance offers invaluable insights for anyone interested in the franchising world. Key Takeaways: → The importance of aligning business choices with your personality → Why traditional business models may fall short for some → The essential steps in finding the right franchise. → Common mistakes to avoid when choosing a franchise. → Franchising as a tool for building not just a business, but a lifestyle Lance Hood is a franchise advisor, AI entrepreneur, and former performance coach who's helped thousands of professionals escape the grind of corporate life and build businesses that actually fit. As the founder of ARC Franchising, Lance is known for helping executives, investors, and career-changers find franchise opportunities that match their skills, goals, and values — not just what's trendy. Before franchising, Lance scaled a personal development company to $5M+ in 3 years, by interviewing legends like John Assaraf, Les Brown and T. Harv Eker. Before that he also led a 24/7 operation with nearly 200 team members. Today, he combines business strategy, psychology, and data to help people buy smart and build wealth through strategic franchise ownership. Connect With Lance Hood: Website Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

How the shift from military strategy to business leadership reveals the true secrets to entrepreneurial success. In this episode of Sharkpreneur, Seth Greene interviews Ed Rush, a Top Gun fighter pilot and author, who shares his unique transition from high-stakes combat missions to guiding entrepreneurs with military precision. As the founder of multiple businesses, Ed teaches others how to approach entrepreneurship with speed, resilience, and a focus on vision, similar to the strategic mindset of a fighter pilot. In this episode, he talks about his approach to leadership, the wisdom pyramid, and how his spiritual practices enhance business strategy and decision-making. Key Takeaways: → Key lessons from military precision that apply to business success. → The mindset shift from working in business to working on it. → Understanding the importance of speed and innovation in business. → The significance of making high-pressure decisions while remaining calm. → How divine wisdom and spiritual principles can drive business success. Ed Rush is a fighter pilot and a card-carrying member of the Million Mistake Club. Despite failing kindergarten, Ed graduated from Top Gun. Despite typing like a chicken on amphetamines, Ed wrote several best-selling books. Ed's hobbies include hiking, golf, fly fishing, and writing his own bio in the third person. He lives in San Diego with his wife, four offspring, and a bearded dragon named Smaug. Oh… and sometime in the future, there's bound to be a puppy because — as everyone knows — every great story has a puppy. Ed's superpower is showing entrepreneurs how to use their messages to change the world by creating more income and impact. His mission is to connect you with God and let Him do the rest because, frankly, He's got this. Connect With Ed Rush: Website Instagram TikTok X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Real estate investing doesn't need to be slow, confusing, or local.   In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Yuval Golan, CEO and Founder of Waltz, a groundbreaking fintech-proptech platform that simplifies U.S. real estate investing—especially for foreign nationals. With experience working in 18 countries and living in 9, Yuval created Waltz to eliminate the red tape and delays that frustrate global investors trying to navigate the U.S. market. Today, Waltz offers a fully digital, end-to-end experience, covering entity formation, banking, lending, and closing, with over $300 million in applications processed so far.   Key Takeaways: → Why U.S. real estate is a “blue chip” investment for foreign nationals. → How Waltz turns complex transactions into a few digital clicks. → The three paths investors take to get started with Waltz. → Why Waltz is built on compliance-first infrastructure. → How Waltz partners with real estate agents, brokers, and family offices. Yuval Golan is the Founder and CEO of Waltz, a Fintech-Proptech-Wealthtech startup simplifying how foreigners invest in, purchase, and manage U.S. residential real estate. His leadership has been recognized globally, with features in Bloomberg, Forbes, Yahoo Finance, The Washington Post, HousingWire, and more—garnering over 2.5 billion media impressions. He has also earned accolades including the 2024 Inman Best of Proptech, the Miami Israel Collective Community Recognition Award, and the FiNext Leadership Visionary Award. With experience spanning operations that generated billions across 18 countries, Golan brings deep expertise in M&A, venture capital, leveraged buyouts, and global real estate investment. Previously CEO of Unique 1 Asia International, he has built a career in business development, finance, consulting, fundraising, and sales. A true global citizen, Golan holds a BS in Economics and Business, a Joint Executive MBA from Northwestern's Kellogg School of Management and Peking University, and is fluent in multiple languages.   Connect With Yuval: Website Instagram Facebook LinkedIn YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Changing your mindset can turn obstacles into opportunities and open the way to significant financial success.   In this episode of Sharkpreneur, Seth Greene interviews Chris Naugle, America's #1 Money Mentor, who has used his diverse entrepreneurial background to help people take control of their financial futures. He shares his story, starting with a snowboarding dream and growing into a financial educator who teaches the Infinite Banking Concept. He explores the mindset shifts that drove his success, how he teaches others to build wealth, and his dedication to leaving a lasting legacy through charitable work.   Key Takeaways: → Insights into the Infinite Banking Concept and how it benefits individuals. → The mindset shift that's required to work on the business instead of in the business. → The concept of privatized banking and how it allows individuals to become their own bank. → The importance of aligning wealth-building strategies with personal goals. → Why financial education is crucial for creating a legacy for future generations.   From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor with a core belief that success is built not by the resources you have, but by how resourceful you can be. His success and national acclaim have come in large part to what he's learned first-hand from seeking a better way to wealth creation and preservation than he learned growing up.   Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is currently the founder of The Money School™ and a Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets across the financial services and advisory industries, as well as in real estate transactions.   As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans delivering the financial knowledge that fuels lasting freedom.     Connect With Chris: Website Instagram X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Pre-IPO investments present great growth opportunities, but how can you navigate this high-stakes market successfully?   In this episode of Sharkpreneur, Seth Greene interviews Christine Healey, Founder of Healey Pre-IPO, who shares valuable insights into the complexities of pre-IPO trading, blending her experience in investment banking and brokerage. She emphasizes the growing need for professional guidance in the increasingly fragmented pre-IPO market and highlights the importance of building personal, trust-based relationships in the investment process. With her extensive global network and years of experience, Christine empowers clients to access and negotiate pre-IPO deals through a personalized approach, ensuring the best opportunities for success.   Key Takeaways: → Discover the common pitfalls buyers face in the pre-IPO market. → How a personalized concierge service enhances the pre-IPO experience. → Why working with a professional in pre-IPO trading is crucial. → The risks and rewards of investing in pre-IPO companies. → Insights on how global networks can influence local pre-IPO deals.   Christine Healey is the founder of Healey Pre-IPO, a service dedicated to providing personalized, high-quality pre-IPO brokerage services. With over $600 million in closed pre-IPO transactions, Christine has built a reputation for success in both the U.S. and APAC markets, including two years of experience working in Hong Kong. Her impressive career includes serving as a Portfolio Manager at Destiny (NYSE:DXYZ) and Senior Director at Forge (NYSE:FRGE), following her roles as an Investment Banker at Credit Suisse and Jefferies. A University of Chicago alumnus, Christine also boasts an extensive global network, including individuals, funds, platforms, service providers, and brokers. Known for her ultra-motivated, detail-oriented approach, Christine's focus is always on delivering superior client experiences with a personal touch, ensuring each transaction meets the highest standards of excellence.   Connect With Christine: Website LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

College tuition is one of the biggest financial burdens families face. Sticker prices are outrageous, financial aid feels confusing, and many parents resign themselves to paying full price—or worse, watching their kids drown in student debt.What if you could legally and strategically cut tens of thousands of dollars off your child's tuition bill every single year?That's exactly what Seth Greene helps parents do. Seth is the founder of one of the first and top college financial aid negotiation firms in the U.S., a financial strategist, and co-host of the SharkPreneur podcast. His firm helps families save an average of $37,000–$70,000 per year per child on college education.In this episode, Seth breaks down the “gameable” formula that determines how much the government thinks you can afford, the biggest mistakes families make when applying for aid, and the powerful negotiation strategies that colleges don't want you to know.By the end, you'll walk away with actionable insights that could save you six figures per child—freeing up money to invest, grow, and build the lifestyle you really want.In this episode, you'll learn: 1.) The single most important number in college financial aid—and how to legally “game” it to qualify for more free money.2.) The costly mistakes parents make when applying for aid (like misreporting assets or overvaluing a business)—and how to avoid them.3.) Why private schools can often be cheaper than state schools, and how to use multiple offers as leverage to negotiate more aid.Show Notes: LifestyleInvestor.com/257Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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

The key to success in high-ticket sales isn't just about closing deals, it's about genuinely impacting your clients and communicating that value clearly.   In this episode of Sharkpreneur, Seth Greene interviews Austin Medlin, Founder and CEO of CloseSales.com, who shares his journey from working in his dad's landscaping business to scaling his coaching company to over $100 million in client success. He highlights the importance of emotional steadiness, honesty during sales calls, and the power of mindset in achieving both personal and professional freedom. Focusing on high-ticket sales and helping clients double or even quadruple their businesses, Austin's approach is transforming how entrepreneurs view success in sales and business growth.   Key Takeaways: → How emotional steadiness is key to handling sales objections. → How high-ticket coaching can 4x your business. → The power of brevity in sales calls. → Why mind shift sets are critical for unlocking true potential. → How AI is transforming sales automation and client acquisition.   Austin Medlin is the founder and CEO of CloseSales.com, a high-performance sales consultancy that helps coaches, consultants, and agency owners master high-ticket sales. With a track record of over 7,000 sales calls and more than $7 million in direct revenue, Medlin has assisted over 500 clients in collectively generating $100 million in coaching sales.   Connect With Austin: Website Instagram LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Back to school feels different this year—and Rebecca is embracing the change with wisdom, humor, and heart. Rebecca is joined by her husband, Seth Greene, and their daughter, Ella, who shares her powerful maxims for navigating junior year with optimism and grit. From big dreams to daily resets, Ella's mindset is both inspiring and practical. Rebecca follows with grounded parenting advice for making the school year smoother and more connected, especially in a season of big transitions. Key Takeaways:→ Dream big—even if it feels unrealistic, go for your best possible outcome→ Routines help kids thrive—especially when they have a say in them→ Connection over correction leads to better behavior and stronger relationships→ Set expectations based on effort, not outcomes→ Encourage independence gradually while staying supportive Quotes to Remember:→ “Every day is another chance to do better.” – Ella→ “Connection gets you what you want.” – Rebecca→ “Value effort, not just outcome.” – Rebecca Call to Action:→ Subscribe, rate, and review the podcast on Apple or Google Podcasts→ Visit whinypaluza.com and sign up for the free newsletter→ Follow Rebecca on Instagram @whinypaluza Learn more about your ad choices. Visit megaphone.fm/adchoices