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If your business disappeared from under you tomorrow, would your balance sheet, cash strategy, and exit plan keep you standing?In this episode of Sharkpreneur, Seth Greene interviews Mark Willis, CFP®, and David Barnett, best-selling author and veteran buy/sell advisor. Together, they unpack their new book The Business Fortress: How to Grow, Protect, and Exit Your Business with Confidence. David shares what thousands of real-world transactions reveal about banker risk, valuation blind spots, and why owners too often discover their exit gap too late. Mark outlines liquidity-first strategies, “be your own line of credit” concepts, and how fortress-style cash design creates moats for growth, resilience in shocks, and negotiation power at exit.Key Takeaways:→ How scaling low-margin activities dilutes valuation. → Why you should build strength before deploying capital. → How golden-handcuff tools help keep key clients through growth and transition.→ Why internal, policy-style lending frameworks can shorten cycles and capture distressed opportunities. → Where you store your cash changes how you act and how stable stores enable decisive moves, acquisitions, and better terms across the table. Mark Willis, CFP® is a man on a mission to help you think differently about your money, your economy and your future. Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you will not outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement. International speaker, author, and consultant David C. Barnett has spent over two decades guiding small and medium-sized business owners through buying, selling, financing, and managing their companies. He is the author of ten books, including the best-selling How to Sell My Own Business, and creator of the Business Buyer Advantage program. Barnett's YouTube channel and podcast reach a global audience, with over 2.9 million views and 667,000 podcast downloads. Recognized for making complex deal-making concepts accessible, David works with entrepreneurs worldwide to structure successful transactions and avoid common pitfalls. His engaging talks and workshops equip audiences with actionable insights for building and exiting businesses strategically.Connect With Mark:Website: https://lakegrowth.com/Instagram: https://www.instagram.com/notyouraveragefinancialX: https://x.com/lakegrowthLinkedIn: https://www.linkedin.com/in/marklakegrowth/Connect With David:Website: https://www.davidcbarnett.com/ Website: https://www.davidcbarnettlist.com/Instagram: https://www.instagram.com/dbarnettmoncton/X: https://twitter.com/DBarnettMonctonLinkedIn: http://ca.linkedin.com/in/davidbarnettmoncton
What can a lifelong love of the Buffalo Bills teach us about resilience, loyalty, leadership, and how to keep going when life knocks us down?In this heartfelt and surprisingly insightful episode of Whinypaluza, Rebecca Greene is joined by her husband Seth Greene to explore the powerful life lessons she has learned from growing up surrounded by Buffalo Bills fandom. From never giving up and believing in yourself to the importance of community, showing up, adjusting when things are not working, and celebrating small wins, this conversation goes far beyond football. Using stories of Bills Mafia, family traditions, and the emotional highs and lows of game day, Rebecca connects sports, human behavior, mental health, and everyday life in a way that feels relatable, comforting, and motivating. Whether you are a Bills fan or not, this episode is about resilience, hope, and learning to enjoy the journey even when the outcome is uncertain. Life Lessons from the Buffalo B…Key Takeaways→ Never give up. It does not matter how many times you get knocked down. What matters is getting back up and keeping going. → Loyalty matters. True fans show up even when things are hard. Look around your life and ask who your real people are. → Believe. If you can believe in a team through tough seasons, you can learn to believe in yourself, too. → Use your village. Community support is essential for mental health, resilience, and growth. Do not try to do life alone. → Progress is not linear. A few steps forward and a few steps back still count as progress if you keep moving. → Celebrate small wins. Do not wait for the big milestones. Celebrate the good plays in life as they happen.Quote from the Episode“Take the hope you have for the Bills and bring it home to yourself.” - Rebecca GreeneIf this episode resonated with you, share it with a Bills fan or someone who could use a reminder to keep going. Subscribe, rate, and review Whinypaluza so more moms can find these conversations. And ask yourself today, where can I show up, believe a little more, and celebrate a small win?Happy Whinypaluza Wednesday
If your brand feels too small to matter, this blueprint shows why that might be your unfair advantage.In this episode of Sharkpreneur, Seth Greene interviews Mark Rampolla, Co-Founder and Co-Managing Partner at GroundForce Capital, who unpacks how a niche idea became a global category. Mark shares the strategy that took ZICO from yoga studios in NYC to nationwide shelves, the discipline behind constant pitching and fundraising, and why exits aren't the finish line. He also discusses his new book on putting freedom first, and his work at Ground Force Capital (backer of brands like Liquid Death and Beyond Meat), helping founders scale both their companies and their lives.Key Takeaways:→ Why “inch-wide, mile-deep” focus beats broad launches for breakthrough CPG growth.→ How pairing a product with a specific usage occasion (post-hot yoga) created early traction.→ The surprising first hurdle: taste—and how “preach to the choir” accelerates momentum.→ Fundraising reality: why you either get profitable fast or get great at raising—continuously.→ The nine-year “overnight success” mindset and the decade-long horizon most wins require.Mark Rampolla is Co-Founder and Co-Managing Partner at GroundForce Capital (GFC), where he works closely with founders and teams to build impactful businesses. He has represented GFC on the boards of leading companies, including Vive Organic, OWYN, Liquid Death, Kinder Farms, Flying Embers, and ZICO Rising. Prior to GFC, Mark founded and served as CEO of ZICO Beverages, pioneering the coconut water category and growing the brand into a global leader before its acquisition by The Coca-Cola Company in 2013. Earlier in his career, he held senior management roles at International Paper, overseeing joint ventures across Latin America and the Caribbean. A Peace Corps alum, Mark has advised more than 100 CEOs, raised over $1B, and invested in 40+ social-impact startups. He is the author of High-Hanging Fruit and holds degrees from Marquette University and Duke University.Connect With Mark:Website: https://www.markrampolla.co/Instagram: https://www.instagram.com/markrampolla/LinkedIn: https://www.linkedin.com/in/marksrampolla/
Explore how strategic leadership, global legal expertise, and a forward-thinking mindset help companies navigate expansion, talent acquisition, and innovation in today's fast-moving markets.In this episode of Sharkpreneur, Seth Greene interviews Dean Fealk, Northern California Co-Managing Partner at DLA Piper and WSJ Best-Selling Author, who has decades of experience guiding technology companies through global expansion, talent strategy, and market growth. A former international practitioner with work spanning East Asia and Northern California, Dean has advised top-tier clients like IBM, McDonald's, and Pfizer, as well as contributing to civic organizations and three U.S. presidential campaigns. In this episode, he shares lessons on scaling businesses, leading diverse teams, and applying strategic legal and operational insight to real-world challenges.Key Takeaways:→ Strategies for helping companies expand into new markets with minimal friction.→ Balancing global corporate standards with local flexibility for success.→ The importance of hiring and empowering top talent in different regions.→ Lessons from advising major multinational clients and navigating complex business environments.→ Dean's experience contributing to civic organizations and U.S. presidential campaigns.Dean Fealk is the Northern California co-managing partner at global law firm DLA Piper and a recognized citizen statesperson tackling international issues at the intersection of business, politics, and security. With 25+ years advising multinational companies on over $40 billion in cross-border transactions, Dean brings unparalleled expertise on how geopolitics impacts business and economy. A Wall Street Journal bestselling author and Chief Influencer, his insights appear in Forbes, Fast Company, and The Atlantic. Dean serves on numerous international security organizations including the Halifax International Security Forum and co-founded Transatlantic West to strengthen Silicon Valley-Europe relations. His leadership in global diplomacy has earned him designations as a Fulbright Scholar, Eisenhower Fellow, and Council on Foreign Relations life member.Connect With Dean:Website: https://www.dlapiper.com/en-usInstagram: https://www.instagram.com/dlapiper/X: https://x.com/DLA_PiperFacebook: https://www.facebook.com/DLAPiperGlobal/LinkedIn: https://www.linkedin.com/company/dla-piper/
Discover the strategies, mindset shifts, and leadership lessons that help business owners turn complex tech challenges into scalable growth opportunities.In this episode of Sharkpreneur, Seth Greene interviews Ephraim Ebstein, CEO and Co-Founder of FIT Solutions, who has built two national companies from the ground up and now guides business leaders in leveraging technology for growth. Ephraim shares how he scaled his business to over 100 team members, integrated AI into operations, and maintained a culture across a geographically diverse organization. Listeners will learn actionable insights on leadership, scaling, and transforming tech headaches into powerful growth engines.Key Takeaways:→Strategies for integrating AI into business processes while keeping humans in the loop.→ The inspiration behind founding Fit Solutions and building a world-class team.→ Understanding the core services of Fit Solutions: IT, cybersecurity, and AI integration.→ Lessons learned from key growth inflection points and overcoming personal limitations.→ Why owners must step out of operational roles to scale effectively.Ephraim Ebstein is a seasoned IT professional and entrepreneur based in San Diego, California, with a strong focus on cybersecurity and managed IT services. As the CEO and co-founder of both Socbox and FIT Solutions, he has led teams to deliver innovative, effective technology solutions that enhance productivity and security for businesses. Ephraim's extensive expertise encompasses a wide range of IT disciplines, including cloud computing, network security, and virtualization. His commitment to client satisfaction is evident in the high-quality, white-glove service approach he advocates. With a Bachelor's Degree in Management Information Systems from ITT Technical Institute, he combines technical knowledge with strategic leadership. Ephraim's vision centers on leveraging technology to make a significant impact on businesses, aiming to help 6,000 organizations achieve their goals. He is passionate about continuous learning and adapting to the ever-evolving tech landscape, ensuring his companies stay at the forefront of the industry.Connect With Ephraim:Website: https://fitsolutions.biz/Instagram: https://www.instagram.com/fitsolutionsllc/X: https://x.com/fitsolutionsITFacebook: https://www.facebook.com/FITSolutionsIT/LinkedIn: https://www.linkedin.com/company/fit-solutions.biz/
One mindset shift can turn your biggest loss into your greatest comeback. In this episode of Sharkpreneur, Seth Greene interviews Rod Khleif, Multifamily Real Estate, Expert Podcast Host, Best-Selling Author, and Philanthropist, built a real estate empire and then rebuilt it after losing $50 million in the 2008 crash. Rod breaks down why mindset drives 80–90% of success, shares lessons from owning 800 single-family homes, and explains what's happening in multifamily right now as debt comes due and opportunity rises. He also shares how his decades of work with Tony Robbins shaped his philosophy and why giving back through the Tiny Hands Foundation became a core part of his definition of fulfillment. Key Takeaways: → Mindset beats mechanics: Rod argues that psychology drives the majority of success; tactics only work when you act on them consistently. → Single-family risk is underestimated: One vacancy can mean 100% vacancy, plus turnover costs can wipe out a year of profit. → Multifamily scales faster than people think: Buying one 20-unit property can be simpler than buying 20 separate houses, with fewer moving parts. → Avoid cross-collateralization traps: Rod's crash was worsened by tying stronger assets to weaker ones, creating a domino effect. → Education first, then action: Don't “dabble.” Commit to learning the business and getting around serious operators and frameworks. Rod Khleif is a Sarasota-based multifamily investor, best-selling author, and top-ranked podcast host who rebuilt a real estate empire after losing $50M in the 2008 crash. Today, he leads one of the most successful real estate investing coaching communities with 260,000 student-owned units. He supports his mission of abundance through the Tiny Hands Foundation, which has fed more than 160,000 children. Rod combines his market knowledge with a strong personal comeback story. He offers clear, honest advice on building wealth that can withstand recessions. He also shares insights on setting goals and running purpose-driven businesses. This makes him a trusted voice in the community. Connect With Rod: Website: https://rodkhleif.com/ Instagram: https://www.instagram.com/rod_khleif/ Facebook: https://www.facebook.com/rodkhleifofficial/ LinkedIn: https://www.linkedin.com/in/rodkhleif/ Learn more about your ad choices. Visit megaphone.fm/adchoices
One mindset shift can turn your biggest loss into your greatest comeback. In this episode of Sharkpreneur, Seth Greene interviews Rod Khleif, Multifamily Real Estate, Expert Podcast Host, Best-Selling Author, and Philanthropist, built a real estate empire and then rebuilt it after losing $50 million in the 2008 crash. Rod breaks down why mindset drives 80–90% of success, shares lessons from owning 800 single-family homes, and explains what's happening in multifamily right now as debt comes due and opportunity rises. He also shares how his decades of work with Tony Robbins shaped his philosophy and why giving back through the Tiny Hands Foundation became a core part of his definition of fulfillment. Key Takeaways: → Mindset beats mechanics: Rod argues that psychology drives the majority of success; tactics only work when you act on them consistently. → Single-family risk is underestimated: One vacancy can mean 100% vacancy, plus turnover costs can wipe out a year of profit. → Multifamily scales faster than people think: Buying one 20-unit property can be simpler than buying 20 separate houses, with fewer moving parts. → Avoid cross-collateralization traps: Rod's crash was worsened by tying stronger assets to weaker ones, creating a domino effect. → Education first, then action: Don't “dabble.” Commit to learning the business and getting around serious operators and frameworks. Rod Khleif is a Sarasota-based multifamily investor, best-selling author, and top-ranked podcast host who rebuilt a real estate empire after losing $50M in the 2008 crash. Today, he leads one of the most successful real estate investing coaching communities with 260,000 student-owned units. He supports his mission of abundance through the Tiny Hands Foundation, which has fed more than 160,000 children. Rod combines his market knowledge with a strong personal comeback story. He offers clear, honest advice on building wealth that can withstand recessions. He also shares insights on setting goals and running purpose-driven businesses. This makes him a trusted voice in the community. Connect With Rod: Website: https://rodkhleif.com/ Instagram: https://www.instagram.com/rod_khleif/ Facebook: https://www.facebook.com/rodkhleifofficial/ LinkedIn: https://www.linkedin.com/in/rodkhleif/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Are you a financial advisor planning for succession or retirement? How to navigate the complex world of advisor transitions with a personalized, consultative approach. In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Andrew D. Mirolli, CEPA®, Co-Founder and Managing Partner at buyAUM.com, who explains how his company acts as a “financial matchmaker,” helping financial advisors plan their succession or sale to the right buyers. Drawing from over a decade in private equity and capital raising, Andrew shares insights on how to approach succession planning, what impacts valuations, and how technology like AI and blockchain is shifting the industry. If you're a financial advisor thinking about the future of your practice, this episode provides invaluable advice on making your business more marketable and transferable. Key Takeaways: → How buyAUM.com matches financial advisors with the right buyers. → Why buyAUM.com focuses on deep conversations and understanding the seller's needs. → How the surge in market consolidation has increased seller fatigue, making a personalized approach to matchmaking even more important. → Why AI and blockchain are changing the financial advising landscape, especially in managing client relationships and valuations. → How asking the right questions can help clients discover their ideal succession plan. Andrew D. Mirolli, CEPA®, is Vice President at buyAUM.com, where he helps independent RIAs and advisory teams design client-safe successions and growth-minded partial equity transactions. He partners with firm owners to evaluate strategic options—full exits, mergers, or “sell & grow” structures—then builds operator-grade playbooks around valuation levers, documentation, and client communications that protect trust, culture, and enterprise value. Drawing on experience with solo practices and multi-partner firms, Andrew focuses on aligning partner timelines, de-risking handoffs, and preserving retention through a clear cadence of client re-introductions and meetings. Known for translating complex deal mechanics into simple steps advisors can act on next quarter, he brings a practical lens to high-stakes transitions. Andrew is a Certified Exit Planning Advisor (CEPA®) and a frequent resource to advisors who want to prepare years before they sell—so they can exit (or scale) on their terms. Connect With Andrew: Website: https://buyaum.com/ Instagram: https://www.instagram.com/buyaum/ LinkedIn: https://www.linkedin.com/in/andrew-d-mirolli-cepa%C2%AE-7a304259/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Discover the key to unlocking true business success by shifting your mindset and implementing a strategic plan that supports freedom and growth. In this episode of Sharkpreneur, Seth Greene interviews Trevor McGregor, CEO of Trevor McGregor International, who has guided countless individuals to unlock their potential and achieve success. After experiencing financial failure and a life-changing transformation, Trevor went on to mentor high performers and build a coaching business that helps entrepreneurs scale their businesses while maintaining balance in life. In this episode, Trevor shares his unique insights into the five freedoms: financial, time, location, impact, and relationship freedom, and how anyone can achieve them with the right mindset and strategic planning. Key Takeaways: → The Power of Identity: Your identity determines your success. You'll never outperform the person you believe you are. → Real Estate as a Gateway to Freedom: Trevor's shift to real estate investing helped him recover from financial loss and build a profitable portfolio. → Tony Robbins' Coaching Legacy: Trevor's time working with Tony Robbins gave him unparalleled insight into coaching and human behavior. → Strategic Planning is Key: Most people fail to scale because they don't have a strategic plan or vision for the future. → Limiting Beliefs Hold Us Back: To grow, you must challenge and eliminate limiting beliefs that restrict your progress. Trevor McGregor is a world-class Real Estate Investor and High-Performance Master Coach who has spent more than two decades transforming the lives, and businesses of clients around the globe. With over 45,000 one-to-one coaching sessions to his name, Trevor is recognized as one of the most trusted and sought-after strategic advisors in the industry. He has coached and mentored Fortune 500 Executives, Doctors, Attorneys, Elite Real Estate Investors, Entrepreneurs, and even Olympic Athletes. Trevor's mission is simple: to help people Scale Their Business, Make More Money and Achieve Unparalleled Levels of Success and Time Freedom, faster than they ever thought possible. His unique blend of real-world investing experience, elite coaching methodologies, and deep mindset mastery has positioned him as a transformational catalyst for high performers who are committed to taking their business and their lives to a whole new level. Connect With Trevor: Website:https://trevormcgregor.com/ Instagram:https://www.instagram.com/iamcoachtrevor/ LinkedIn: https://www.linkedin.com/in/trevor-mcgregor-93375862 Learn more about your ad choices. Visit megaphone.fm/adchoices
Discover the key to unlocking true business success by shifting your mindset and implementing a strategic plan that supports freedom and growth. In this episode of Sharkpreneur, Seth Greene interviews Trevor McGregor, CEO of Trevor McGregor International, who has guided countless individuals to unlock their potential and achieve success. After experiencing financial failure and a life-changing transformation, Trevor went on to mentor high performers and build a coaching business that helps entrepreneurs scale their businesses while maintaining balance in life. In this episode, Trevor shares his unique insights into the five freedoms: financial, time, location, impact, and relationship freedom, and how anyone can achieve them with the right mindset and strategic planning. Key Takeaways: → The Power of Identity: Your identity determines your success. You'll never outperform the person you believe you are. → Real Estate as a Gateway to Freedom: Trevor's shift to real estate investing helped him recover from financial loss and build a profitable portfolio. → Tony Robbins' Coaching Legacy: Trevor's time working with Tony Robbins gave him unparalleled insight into coaching and human behavior. → Strategic Planning is Key: Most people fail to scale because they don't have a strategic plan or vision for the future. → Limiting Beliefs Hold Us Back: To grow, you must challenge and eliminate limiting beliefs that restrict your progress. Trevor McGregor is a world-class Real Estate Investor and High-Performance Master Coach who has spent more than two decades transforming the lives, and businesses of clients around the globe. With over 45,000 one-to-one coaching sessions to his name, Trevor is recognized as one of the most trusted and sought-after strategic advisors in the industry. He has coached and mentored Fortune 500 Executives, Doctors, Attorneys, Elite Real Estate Investors, Entrepreneurs, and even Olympic Athletes. Trevor's mission is simple: to help people Scale Their Business, Make More Money and Achieve Unparalleled Levels of Success and Time Freedom, faster than they ever thought possible. His unique blend of real-world investing experience, elite coaching methodologies, and deep mindset mastery has positioned him as a transformational catalyst for high performers who are committed to taking their business and their lives to a whole new level. Connect With Trevor: Website:https://trevormcgregor.com/ Instagram:https://www.instagram.com/iamcoachtrevor/ LinkedIn: https://www.linkedin.com/in/trevor-mcgregor-93375862 Learn more about your ad choices. Visit megaphone.fm/adchoices
What if the year you lost your job and your mother lost her home became the same year you helped build a $70 million breakthrough in medicine? In this episode of Sharkpreneur, Seth Greene interviews Rome Madison, 3X Best-Selling Author and Keynote Speaker, who shares how growing up with a single mother battling severe mental illness and later homelessness fueled his “no excuses” mindset, and how hand-copying medical textbooks at Barnes & Noble helped him break into precision medicine just as the Human Genome Project was completed. He walks through launching a consulting firm, co-creating the Precision Medicine Podcast that contributed to a $70 million acquisition, and his current work as a confidence coach and host of the global show Genetics for Healthcare, helping high achievers stop second-guessing themselves and expand their impact. Key Takeaways: → The pivotal year when unemployment and a family crisis collided, and why that moment became the catalyst for entering precision medicine. → The unconventional way he prepared for a highly technical role by hand-copying medical and molecular biology content from bookstore shelves. → A plain-language breakdown of what precision medicine actually is, and how it first transformed cancer care through surgical specimens. → Why so many venture-backed precision medicine companies burned through billions, and how that opened the door for his consulting firm. → Behind-the-scenes insights into the $70 million acquisition that included the podcast, and the powerful lessons it taught him about ownership, equity, and value creation. Rome Madison is a dynamic speaker, author, and podcaster who helps people boost self-confidence, face fears, embrace uncertainty, and cut through chaos to achieve bold, ambitious goals. Known for his high-energy delivery and inspiring message, he empowers audiences to take risks and pursue success with fearless determination. A pioneer in the precision medicine industry, Rome draws from extensive sales management and executive leadership experience, sharing powerful lessons from leading massively successful start-ups to navigating the challenges of corporate collapse and restructuring. A futurist with a Specialty in Business Strategy from Harvard Business School Online, he blends forward-thinking insight with real-world expertise. Featured on more than 50 TV and radio programs nationwide, Rome has spoken on global stages, including the Consumer Electronics Show, where he shared his expertise on the Future of Healthcare. His mission is simple yet profound: inspire people to crush their goals, no matter the obstacles. Connect With Rome : Website: https://romemadison.com/ Instagram: https://www.instagram.com/romemadisoneverydaysuperstar/ Youtube: https://www.youtube.com/@RomeMadison X: https://x.com/RomeMadison Facebook: https://www.facebook.com/TheEverydaySuperstar LinkedIn: https://www.linkedin.com/in/genomicsellingsolutions/ Learn more about your ad choices. Visit megaphone.fm/adchoices
What if the year you lost your job and your mother lost her home became the same year you helped build a $70 million breakthrough in medicine? In this episode of Sharkpreneur, Seth Greene interviews Rome Madison, 3X Best-Selling Author and Keynote Speaker, who shares how growing up with a single mother battling severe mental illness and later homelessness fueled his “no excuses” mindset, and how hand-copying medical textbooks at Barnes & Noble helped him break into precision medicine just as the Human Genome Project was completed. He walks through launching a consulting firm, co-creating the Precision Medicine Podcast that contributed to a $70 million acquisition, and his current work as a confidence coach and host of the global show Genetics for Healthcare, helping high achievers stop second-guessing themselves and expand their impact. Key Takeaways: → The pivotal year when unemployment and a family crisis collided, and why that moment became the catalyst for entering precision medicine. → The unconventional way he prepared for a highly technical role by hand-copying medical and molecular biology content from bookstore shelves. → A plain-language breakdown of what precision medicine actually is, and how it first transformed cancer care through surgical specimens. → Why so many venture-backed precision medicine companies burned through billions, and how that opened the door for his consulting firm. → Behind-the-scenes insights into the $70 million acquisition that included the podcast, and the powerful lessons it taught him about ownership, equity, and value creation. Rome Madison is a dynamic speaker, author, and podcaster who helps people boost self-confidence, face fears, embrace uncertainty, and cut through chaos to achieve bold, ambitious goals. Known for his high-energy delivery and inspiring message, he empowers audiences to take risks and pursue success with fearless determination. A pioneer in the precision medicine industry, Rome draws from extensive sales management and executive leadership experience, sharing powerful lessons from leading massively successful start-ups to navigating the challenges of corporate collapse and restructuring. A futurist with a Specialty in Business Strategy from Harvard Business School Online, he blends forward-thinking insight with real-world expertise. Featured on more than 50 TV and radio programs nationwide, Rome has spoken on global stages, including the Consumer Electronics Show, where he shared his expertise on the Future of Healthcare. His mission is simple yet profound: inspire people to crush their goals, no matter the obstacles. Connect With Rome : Website: https://romemadison.com/ Instagram: https://www.instagram.com/romemadisoneverydaysuperstar/ Youtube: https://www.youtube.com/@RomeMadison X: https://x.com/RomeMadison Facebook: https://www.facebook.com/TheEverydaySuperstar LinkedIn: https://www.linkedin.com/in/genomicsellingsolutions/ Learn more about your ad choices. Visit megaphone.fm/adchoices
What happens when you pause long enough to actually look at the year you just lived? In this special New Year's episode, Rebecca and Seth Greene reflect on the moments that defined their family's year. From college milestones and creative achievements to health challenges, business growth, and unexpected wins, this conversation is a reminder that no year is perfect, but every year holds progress worth celebrating. Rebecca shares heartfelt updates on her children, gratitude for the Whinypaluza community, and the surprising milestone that made her say, "Wow." The episode concludes with encouragement to set realistic goals, celebrate progress, and step into the new year with intention and grace. ✨ Key Takeaways → Big wins often come from consistency, not perfection. → Celebrating your kids' milestones never gets old. → Growth includes bumps, setbacks, and gratitude. → Sharing stories builds a stronger community. → Small goals still move life forward. Subscribe, share this episode with someone who needs a hopeful start to the year, and join the Whinypaluza Mom Facebook group for monthly challenges and real conversations. Learn more about your ad choices. Visit megaphone.fm/adchoices
What happens when you pause long enough to actually look at the year you just lived? In this special New Year's episode, Rebecca and Seth Greene reflect on the moments that defined their family's year. From college milestones and creative achievements to health challenges, business growth, and unexpected wins, this conversation is a reminder that no year is perfect, but every year holds progress worth celebrating. Rebecca shares heartfelt updates on her children, gratitude for the Whinypaluza community, and the surprising milestone that made her say, "Wow." The episode concludes with encouragement to set realistic goals, celebrate progress, and step into the new year with intention and grace. ✨ Key Takeaways → Big wins often come from consistency, not perfection. → Celebrating your kids' milestones never gets old. → Growth includes bumps, setbacks, and gratitude. → Sharing stories builds a stronger community. → Small goals still move life forward. Subscribe, share this episode with someone who needs a hopeful start to the year, and join the Whinypaluza Mom Facebook group for monthly challenges and real conversations. Learn more about your ad choices. Visit megaphone.fm/adchoices
Discover how combining strategic thinking, integrated campaigns, and strong team execution transforms marketing from a chaotic expense into a predictable growth engine. In this episode of Sharkpreneur, Seth Greene interviews Andrew Seidman, COO and Co-Founder of Digital Reach Agency, a former professional poker player turned marketing strategist who helps global enterprises and well-funded startups achieve measurable growth. With over a decade of experience leading multi-channel campaigns using platforms like Google, LinkedIn, Facebook, Demandbase, and 6sense, Andrew is known for turning complex digital challenges into streamlined, high-impact solutions. In this episode, he shares lessons on building repeatable processes, integrating teams, and leveraging data to drive meaningful results. Key Takeaways: → The importance of focusing on process rather than short-term results in marketing and operations. → Understanding the core challenges companies face in generating qualified leads and pipeline. → The value of integrating branding, content, digital experience, and revenue operations into one cohesive strategy. → How multi-channel campaigns deliver measurable impact across platforms like Google, LinkedIn, and social media. → Scaling teams effectively while maintaining culture, accountability, and alignment across geographies. Andrew Seidman is the COO and Co-Founder of Digital Reach Agency, where he has played a key role since 2013. Based in Brooklyn, New York, Andrew works closely with global enterprises to develop and implement strategies for Account-Based Marketing (ABM), Demand Generation, and Product-Led Growth (PLG) motions. He leads global advertising campaigns using platforms like Google, LinkedIn, Bing, Facebook, Demandbase, 6sense, and Terminus. Andrew coordinates resources to drive the agency's growth while providing support to the sales and technology teams to ensure exceptional customer service. With over 12 years of experience, Andrew is dedicated to delivering end-to-end digital strategies that drive success for clients around the world. Connect With Andrew: Instagram: https://www.instagram.com/digitalreachagency/ X: https://x.com/digitalreachb2b Facebook: https://www.facebook.com/DigitalReachAgency/ LinkedIn: https://www.linkedin.com/company/digital-reach-agency/ Youtube: https://www.youtube.com/c/Digitalreachagency Learn more about your ad choices. Visit megaphone.fm/adchoices
Discover how combining strategic thinking, integrated campaigns, and strong team execution transforms marketing from a chaotic expense into a predictable growth engine. In this episode of Sharkpreneur, Seth Greene interviews Andrew Seidman, COO and Co-Founder of Digital Reach Agency, a former professional poker player turned marketing strategist who helps global enterprises and well-funded startups achieve measurable growth. With over a decade of experience leading multi-channel campaigns using platforms like Google, LinkedIn, Facebook, Demandbase, and 6sense, Andrew is known for turning complex digital challenges into streamlined, high-impact solutions. In this episode, he shares lessons on building repeatable processes, integrating teams, and leveraging data to drive meaningful results. Key Takeaways: → The importance of focusing on process rather than short-term results in marketing and operations. → Understanding the core challenges companies face in generating qualified leads and pipeline. → The value of integrating branding, content, digital experience, and revenue operations into one cohesive strategy. → How multi-channel campaigns deliver measurable impact across platforms like Google, LinkedIn, and social media. → Scaling teams effectively while maintaining culture, accountability, and alignment across geographies. Andrew Seidman is the COO and Co-Founder of Digital Reach Agency, where he has played a key role since 2013. Based in Brooklyn, New York, Andrew works closely with global enterprises to develop and implement strategies for Account-Based Marketing (ABM), Demand Generation, and Product-Led Growth (PLG) motions. He leads global advertising campaigns using platforms like Google, LinkedIn, Bing, Facebook, Demandbase, 6sense, and Terminus. Andrew coordinates resources to drive the agency's growth while providing support to the sales and technology teams to ensure exceptional customer service. With over 12 years of experience, Andrew is dedicated to delivering end-to-end digital strategies that drive success for clients around the world. Connect With Andrew: Instagram: https://www.instagram.com/digitalreachagency/ X: https://x.com/digitalreachb2b Facebook: https://www.facebook.com/DigitalReachAgency/ LinkedIn: https://www.linkedin.com/company/digital-reach-agency/ Youtube: https://www.youtube.com/c/Digitalreachagency Learn more about your ad choices. Visit megaphone.fm/adchoices
What if your biggest edge isn't what you buy, but where you hold it? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Henry Yoshida, CFP®, Rocket Dollar CEO & Co-Founder, who shares how his earlier robo-advisor exit to Goldman Sachs and years as an advisor led to a digital platform for self-directed IRAs holding private and alternative assets. Starting his career at Merrill Lynch during the dot-com bust, he built deep retirement expertise and now oversees a trust company with roughly $12B in alternatives and 9,000+ registered investments. Yoshida explains why asset location can outperform asset selection and why retail access to private markets is set to grow. Key Takeaways: → How Rocket Dollar provides infrastructure while investors source their own deals. → How Rocket Dollar doesn't manufacture or recommend investments. → Why asset location is crucial. → Why innovation is critical as incumbents eye alternatives. Henry Yoshida, CFP®, is the CEO and Co-Founder of Rocket Dollar. He was previously the founder of venture capital-backed Robo-advisor retirement plan platform Honest Dollar (acquired by Goldman Sachs in 2016), the founder of MY Group LLC (acquired by Captrust), and spent 10 years at Merrill Lynch. Henry is also a Certified Financial Planner and has brought multiple innovative products and methodologies to the market. Yoshida graduated from the University of Texas at Austin and holds an MBA from Cornell University. He lives in Austin with his two daughters. Connect With Henry: Website: https://www.rocketdollar.com/ https://bit.ly/4nKw0WT Instagram: https://www.instagram.com/fitfinancehenry/ LinkedIn: https://www.linkedin.com/in/henryyoshida/ Learn more about your ad choices. Visit megaphone.fm/adchoices
What if an AI agent could negotiate your car deal while you keep your phone on silent? In this episode of Sharkpreneur, Seth Greene interviews Zach Shefska, Co-Founder & CEO of CarEdge, a platform using data, software, and services to make car buying fair, fast, and transparent. Zach explains how CarEdge evolved from a YouTube channel with his veteran car-salesman father into a suite of tools—pricing data, a concierge team, and an AI negotiator—that level the playing field for buyers without trying to eliminate dealerships. He shares how the business model aligns incentives, why “human-in-the-loop” AI matters, and how trust and speed can beat opacity and pressure. Key Takeaways: → CarEdge began as a YouTube channel teaching people how to buy cars and has grown into a platform with millions of monthly viewers plus tools and services that support the entire purchase journey. → The company offers negotiation-ready data, an AI negotiator that engages dealers on your behalf, and a human concierge team made up of former dealership pros who can run the process end-to-end. → Zach designed the model to avoid dealer pay-to-play by charging consumers for help, which means dealerships receive educated, motivated buyers without subscription fees or low-quality lead churn. → The mission is not to destroy dealerships but to make transactions fairer and faster, which can still serve dealer interests by improving close rates and reducing negotiation friction. → Dealership profits are typically driven by finance and insurance products rather than the new-car sale itself, so CarEdge focuses on fair vehicle pricing while educating consumers on F&I decisions. Zach Shefska is the co-founder and CEO of CarEdge, a platform dedicated to reforming the automotive retail experience through radical transparency, consumer empowerment, and digital innovation. His journey from tech executive to mission-driven entrepreneur exemplifies a deep commitment to building purpose-driven solutions that challenge exploitative norms. Connect With Zach:Website: http://www.caredge.com/ Instagram: https://www.instagram.com/mycaredge TikTok: https://www.tiktok.com/@caredge Facebook: https://www.facebook.com/mycaredge Learn more about your ad choices. Visit megaphone.fm/adchoices
What if an AI agent could negotiate your car deal while you keep your phone on silent? In this episode of Sharkpreneur, Seth Greene interviews Zach Shefska, Co-Founder & CEO of CarEdge, a platform using data, software, and services to make car buying fair, fast, and transparent. Zach explains how CarEdge evolved from a YouTube channel with his veteran car-salesman father into a suite of tools—pricing data, a concierge team, and an AI negotiator—that level the playing field for buyers without trying to eliminate dealerships. He shares how the business model aligns incentives, why “human-in-the-loop” AI matters, and how trust and speed can beat opacity and pressure. Key Takeaways: → CarEdge began as a YouTube channel teaching people how to buy cars and has grown into a platform with millions of monthly viewers plus tools and services that support the entire purchase journey. → The company offers negotiation-ready data, an AI negotiator that engages dealers on your behalf, and a human concierge team made up of former dealership pros who can run the process end-to-end. → Zach designed the model to avoid dealer pay-to-play by charging consumers for help, which means dealerships receive educated, motivated buyers without subscription fees or low-quality lead churn. → The mission is not to destroy dealerships but to make transactions fairer and faster, which can still serve dealer interests by improving close rates and reducing negotiation friction. → Dealership profits are typically driven by finance and insurance products rather than the new-car sale itself, so CarEdge focuses on fair vehicle pricing while educating consumers on F&I decisions. Zach Shefska is the co-founder and CEO of CarEdge, a platform dedicated to reforming the automotive retail experience through radical transparency, consumer empowerment, and digital innovation. His journey from tech executive to mission-driven entrepreneur exemplifies a deep commitment to building purpose-driven solutions that challenge exploitative norms. Connect With Zach:Website: http://www.caredge.com/ Instagram: https://www.instagram.com/mycaredge TikTok: https://www.tiktok.com/@caredge Facebook: https://www.facebook.com/mycaredge Learn more about your ad choices. Visit megaphone.fm/adchoices
What if the same mindset that builds nine-figure businesses could also create a happier, healthier life? In this episode of Sharkpreneur, Seth Greene interviews Pete Sacco, Entrepreneur, Technologist, Modern Day Mystic, is the author of Living in Bliss: Achieve a Balanced Existence of Body, Mind, and Spirit, who shares how his own low point—facing poor health and personal unhappiness despite career success—sparked a complete transformation that reshaped both his life and his company. He reveals the framework behind his “Commit, Learn, and Do” philosophy and how understanding superpowers, core values, and balance can turn ambition into fulfillment. Key Takeaways: → How each stage of expansion requires new structures, mentors, and sometimes new team members. → Why it's vital for entrepreneurs to evolve from being business operators into strategic thinkers and investors → How professional success without personal fulfillment is a form of failure. → Why it's crucial to practice gratitude, reframe expectations, and find daily moments of wonder. → How clarity, collaboration, and alignment are more important than control. Pete Sacco is a visionary entrepreneur, technologist, and modern-day mystic who blends conscious leadership with breakthrough innovation. As the founder of multiple ventures—including PTS Data Center Solutions, INTUVA, GRID7, InstaGuardIP, and Gray Wolf Data Centers—Pete has led transformative initiatives across AI, energy, blockchain, and digital infrastructure. His journey from electrical engineer to spiritual author and advisor reflects a rare fusion of high performance and inner awakening. Pete is the author of Living in Bliss: Achieve a Balanced Existence of Body, Mind, and Spirit, a guide for high achievers seeking fulfillment beyond success. A finalist for Ernst & Young's Entrepreneur of the Year, Pete holds a B.S. in Electrical Engineering from Fairleigh Dickinson University. He serves on the advisory board of its School of Computer Sciences and Engineering. Based in New Jersey, he helps purpose-driven professionals unlock clarity, vitality, and purpose—one system, one person, and one moment at a time. Connect With Pete: Website: https://petesacco.com/ Instagram: https://www.instagram.com/petesaccoofficial TikTok: https://www.tiktok.com/@petesacco X: https://x.com/PeteSaccoCEO LinkedIn: https://www.linkedin.com/in/petertsacco/ YouTube: https://www.youtube.com/@PeteSaccoCEO Learn more about your ad choices. Visit megaphone.fm/adchoices
What if the same mindset that builds nine-figure businesses could also create a happier, healthier life? In this episode of Sharkpreneur, Seth Greene interviews Pete Sacco, Entrepreneur, Technologist, Modern Day Mystic, is the author of Living in Bliss: Achieve a Balanced Existence of Body, Mind, and Spirit, who shares how his own low point—facing poor health and personal unhappiness despite career success—sparked a complete transformation that reshaped both his life and his company. He reveals the framework behind his “Commit, Learn, and Do” philosophy and how understanding superpowers, core values, and balance can turn ambition into fulfillment. Key Takeaways: → How each stage of expansion requires new structures, mentors, and sometimes new team members. → Why it's vital for entrepreneurs to evolve from being business operators into strategic thinkers and investors → How professional success without personal fulfillment is a form of failure. → Why it's crucial to practice gratitude, reframe expectations, and find daily moments of wonder. → How clarity, collaboration, and alignment are more important than control. Pete Sacco is a visionary entrepreneur, technologist, and modern-day mystic who blends conscious leadership with breakthrough innovation. As the founder of multiple ventures—including PTS Data Center Solutions, INTUVA, GRID7, InstaGuardIP, and Gray Wolf Data Centers—Pete has led transformative initiatives across AI, energy, blockchain, and digital infrastructure. His journey from electrical engineer to spiritual author and advisor reflects a rare fusion of high performance and inner awakening. Pete is the author of Living in Bliss: Achieve a Balanced Existence of Body, Mind, and Spirit, a guide for high achievers seeking fulfillment beyond success. A finalist for Ernst & Young's Entrepreneur of the Year, Pete holds a B.S. in Electrical Engineering from Fairleigh Dickinson University. He serves on the advisory board of its School of Computer Sciences and Engineering. Based in New Jersey, he helps purpose-driven professionals unlock clarity, vitality, and purpose—one system, one person, and one moment at a time. Connect With Pete: Website: https://petesacco.com/ Instagram: https://www.instagram.com/petesaccoofficial TikTok: https://www.tiktok.com/@petesacco X: https://x.com/PeteSaccoCEO LinkedIn: https://www.linkedin.com/in/petertsacco/ YouTube: https://www.youtube.com/@PeteSaccoCEO 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 Sharkpreneur, 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 entrepreneurs must replace their limiting beliefs with decisive action. → How achieving true financial freedom requires both passive income and strong cash reserves. → Building leaders who can operate independently allows a business to scale faster than any individual effort ever could. → Why documenting systems, training materials, and repeatable processes leads to sustainable growth and more free time. → How consistency separate those who get attention from those who fade away. Daniel Alonzo is a high energy entrepreneur, wealth coach and host of the Wealth on the Beach Podcast, ranked top 100 by million podcasts. He's built one of the largest financial teams in America with 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 - no fluff, no BS. Connect With Daniel: Website: https://wealthonthebeach.com/ Instagram: https://www.instagram.com/danielalonzo/ X: https://x.com/DanielAlonzoBL Facebook: https://www.facebook.com/daniel.alonzo.796/ YouTube: https://www.youtube.com/@DanielAlonzo1 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 Sharkpreneur, 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 entrepreneurs must replace their limiting beliefs with decisive action. → How achieving true financial freedom requires both passive income and strong cash reserves. → Building leaders who can operate independently allows a business to scale faster than any individual effort ever could. → Why documenting systems, training materials, and repeatable processes leads to sustainable growth and more free time. → How consistency separate those who get attention from those who fade away. Daniel Alonzo is a high energy entrepreneur, wealth coach and host of the Wealth on the Beach Podcast, ranked top 100 by million podcasts. He's built one of the largest financial teams in America with 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 - no fluff, no BS. Connect With Daniel: Website: https://wealthonthebeach.com/ Instagram: https://www.instagram.com/danielalonzo/ X: https://x.com/DanielAlonzoBL Facebook: https://www.facebook.com/daniel.alonzo.796/ YouTube: https://www.youtube.com/@DanielAlonzo1 Learn more about your ad choices. Visit megaphone.fm/adchoices
Discover why disciplined due diligence beats FOMO, how to wield AI without losing human insight, why “cash is king” again, and what the rise of lean micro-unicorns means for VCs, family offices, and startups. In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Daniel Nikic, Global Investment Specialist and Founder of COHRES, who explains why disciplined due diligence beats FOMO, how AI should augment human insight, and why “cash is king” again. He shares how COHRES tailors research for VCs, family offices, and startups, forecasts durable trends in AI, energy, healthcare, and data, and explores the rise of lean micro-unicorns. Nikic also details the operational pivots behind scaling a boutique firm toward AI-enabled analysis while aligning execution with investor priorities. Key Takeaways: → How the most expensive errors are chasing hype, skipping time-horizon work, and forgetting that once capital leaves your account, there's no guarantee it returns. → Why ChatGPT-level answers aren't enough for funds. → How big brands will stay big and emerging funds with DPI will struggle to raise. → Why direct on-call collaboration provides guidance when speed matters. → How having a global perspective allows for tailored insights to what each investor treats as a green flag or a deal breaker. Daniel Nikic is a global investment research expert and entrepreneur with over a decade of experience advising investors, high-net-worth individuals, enterprises, and entrepreneurs. Raised in Canada and now based in Croatia, Daniel specializes in global markets, focusing on the U.S., European, and Middle Eastern financial landscapes. As the founder of COHRES, Daniel has analyzed over 15,000 companies across sectors like AI, software, and data. He delivers high-quality market research, financial management, due diligence, and AI data auditing to empower clients to make strategic, informed decisions. Known for his collaborative approach, Daniel builds long-term relationships rooted in trust and shared success. Daniel is also passionate about mentoring early-stage entrepreneurs, guiding them on market strategies, innovation, and business growth. His expertise in global markets and emerging trends makes him a trusted advisor in the financial sector. Connect With Daniel: Website: https://www.danielnikic.com/ https://cohres.com/ X: https://x.com/DNikic87 Facebook: https://www.facebook.com/people/Daniel-Nikic/ LinkedIn: https://www.linkedin.com/in/daniel-nikic/ Learn more about your ad choices. Visit megaphone.fm/adchoices
When you focus your energy like a laser, the right single move can change everything. In this episode of Sharkpreneur, Seth Greene interviews Stephen Scoggins, Faith-Driven Entrepreneur, Speaker, and Author, who rose from homelessness to build Custom Home Exteriors into one of the East Coast's largest exterior service companies—~400 employees and just under nine figures annually—before exiting in 2023. Stephen now leads Unstoppable Solutions, creating media and events and empowering education to help founders align purpose, performance, and profit. He shares the mentor lessons that saved his life, the pitfalls that stall entrepreneurs, and how “presence over hustle” creates compounding momentum. Key Takeaways: → Why being busy doesn't equate to being proactive and how focused presence beats hustle culture. → How to overcome the five constraints: arrogance, ignorance, impatience, fear, and insecurity. → Why starting from scratch requires ingenuity, initiative, and brick-by-brick systems that scale. → How profit without meaning leads to isolation and how to build both wealth and fulfillment. → Why many founders need alignment more than another playbook. Stephen Scoggins is a business strategist, bestselling author, and founder of Unstoppable Solutions by Scoggins International Inc. Once homeless, he went on to build and exit multiple companies, becoming a serial 9-figure entrepreneur and mentoring thousands through his Unstoppable Entrepreneur Programs and frameworks for aligned, sustainable growth. Named by USA Today and The Wall Street Times as one of the fastest-growing entrepreneurs in 2023, Stephen has also reached over 48 million podcast views through his show Build, where he helps purpose-driven leaders scale without compromising who they are. Known for challenging hustle culture, he teaches an integrated approach to entrepreneurship that prioritizes meaning, integrity, and legacy-level impact—proving that lasting income follows radical alignment. Connect With Stephen: Website: https://stephenscoggins.com/ Instagram: https://www.instagram.com/stephen_scoggins X: https://x.com/stephen_scoggin Facebook: https://www.facebook.com/stephenscoggins/ LinkedIn: https://www.linkedin.com/in/stephenscoggins/ TikTok: https://www.tiktok.com/@stephen_scoggins Learn more about your ad choices. Visit megaphone.fm/adchoices
When you focus your energy like a laser, the right single move can change everything. In this episode of Sharkpreneur, Seth Greene interviews Stephen Scoggins, Faith-Driven Entrepreneur, Speaker, and Author, who rose from homelessness to build Custom Home Exteriors into one of the East Coast's largest exterior service companies—~400 employees and just under nine figures annually—before exiting in 2023. Stephen now leads Unstoppable Solutions, creating media and events and empowering education to help founders align purpose, performance, and profit. He shares the mentor lessons that saved his life, the pitfalls that stall entrepreneurs, and how “presence over hustle” creates compounding momentum. Key Takeaways: → Why being busy doesn't equate to being proactive and how focused presence beats hustle culture. → How to overcome the five constraints: arrogance, ignorance, impatience, fear, and insecurity. → Why starting from scratch requires ingenuity, initiative, and brick-by-brick systems that scale. → How profit without meaning leads to isolation and how to build both wealth and fulfillment. → Why many founders need alignment more than another playbook. Stephen Scoggins is a business strategist, bestselling author, and founder of Unstoppable Solutions by Scoggins International Inc. Once homeless, he went on to build and exit multiple companies, becoming a serial 9-figure entrepreneur and mentoring thousands through his Unstoppable Entrepreneur Programs and frameworks for aligned, sustainable growth. Named by USA Today and The Wall Street Times as one of the fastest-growing entrepreneurs in 2023, Stephen has also reached over 48 million podcast views through his show Build, where he helps purpose-driven leaders scale without compromising who they are. Known for challenging hustle culture, he teaches an integrated approach to entrepreneurship that prioritizes meaning, integrity, and legacy-level impact—proving that lasting income follows radical alignment. Connect With Stephen: Website: https://stephenscoggins.com/ Instagram: https://www.instagram.com/stephen_scoggins X: https://x.com/stephen_scoggin Facebook: https://www.facebook.com/stephenscoggins/ LinkedIn: https://www.linkedin.com/in/stephenscoggins/ TikTok: https://www.tiktok.com/@stephen_scoggins Learn more about your ad choices. Visit megaphone.fm/adchoices
When execution gets cheap and fast, the advantage shifts from incumbents to the bold. In this episode of Sharkpreneur, Seth Greene interviews Alex Mehr, PhD, Former NASA Scientist, Serial Entrepreneur, and AI Disruptor, who explains why this AI wave is different. Technology is replacing human tasks (often doing them better), turning “idea machines” into prolific builders by slashing execution time and cost. He shares how famous.ai helps entrepreneurs spin up real MVPs quickly, why “barbarian” tactics beat empires, and the mindsets that separate shippers from stallers. Key Takeaways: → How this AI wave replaces, not just augments, many human activities. → How AI collapses the gap between ideation and execution. → How underdogs can carve niches by attacking specific, local weak points. → Why entrepreneurs should test cheaply, retreat quickly, and redeploy where traction appears. → Why logos and colors are meaningless if you're not shipping and learning. Dr. Alex Mehr is a former NASA scientist turned serial entrepreneur who has built and exited multiple companies serving millions of users worldwide. Today, as Co-Founder and CEO of Famous.ai, he's breaking down the last barrier to entrepreneurship: coding. Alex believes there's a dividing line in entrepreneurship—before 2025 and after 2025. With AI now able to turn plain-English prompts into production-ready apps, execution is no longer the bottleneck—ideas just became more valuable than ever. From Wall Street to Silicon Valley, Alex has seen firsthand that speed is the ultimate competitive advantage. His mission is to empower non-technical founders, creatives, and professionals to build bold tech businesses without needing engineers, massive funding, or years of trial and error. Alex's unique gift is taking complex technology and translating it into actionable, inspiring stories that leave audiences believing: your idea is worth building today, not someday. Connect With Alex: Website: https://famous.ai/ Instagram: https://www.instagram.com/doctoralex Facebook: https://www.facebook.com/realDrMehr/ YouTube: https://www.youtube.com/@dealai Learn more about your ad choices. Visit megaphone.fm/adchoices
When execution gets cheap and fast, the advantage shifts from incumbents to the bold. In this episode of Sharkpreneur, Seth Greene interviews Alex Mehr, PhD, Former NASA Scientist, Serial Entrepreneur, and AI Disruptor, who explains why this AI wave is different. Technology is replacing human tasks (often doing them better), turning “idea machines” into prolific builders by slashing execution time and cost. He shares how famous.ai helps entrepreneurs spin up real MVPs quickly, why “barbarian” tactics beat empires, and the mindsets that separate shippers from stallers. Key Takeaways: → How this AI wave replaces, not just augments, many human activities. → How AI collapses the gap between ideation and execution. → How underdogs can carve niches by attacking specific, local weak points. → Why entrepreneurs should test cheaply, retreat quickly, and redeploy where traction appears. → Why logos and colors are meaningless if you're not shipping and learning. Dr. Alex Mehr is a former NASA scientist turned serial entrepreneur who has built and exited multiple companies serving millions of users worldwide. Today, as Co-Founder and CEO of Famous.ai, he's breaking down the last barrier to entrepreneurship: coding. Alex believes there's a dividing line in entrepreneurship—before 2025 and after 2025. With AI now able to turn plain-English prompts into production-ready apps, execution is no longer the bottleneck—ideas just became more valuable than ever. From Wall Street to Silicon Valley, Alex has seen firsthand that speed is the ultimate competitive advantage. His mission is to empower non-technical founders, creatives, and professionals to build bold tech businesses without needing engineers, massive funding, or years of trial and error. Alex's unique gift is taking complex technology and translating it into actionable, inspiring stories that leave audiences believing: your idea is worth building today, not someday. Connect With Alex: Website: https://famous.ai/ Instagram: https://www.instagram.com/doctoralex Facebook: https://www.facebook.com/realDrMehr/ YouTube: https://www.youtube.com/@dealai Learn more about your ad choices. Visit megaphone.fm/adchoices
Eight nights of Hanukkah can feel like a marathon, especially when kids are away at college, packages arrive late, and the to-do list keeps growing. In this candid Whinypaluza Wednesday episode, Rebecca Greene and Seth Greene discuss what it really looks like to be in the Hanukkah weeds and why that feeling shows up every year. Rebecca shares the behind-the-scenes reality of wrapping presents nightly, juggling work, missing her son, and realizing how much her priorities have shifted. This conversation is about letting go of perfection, choosing presence over presents, and reminding ourselves that it all gets done in the end. Key Takeaways - Presence matters more than presents. - Being together outweighs any gift. - Eight nights is a lot. - Hanukkah comes with its own pressure. - Perfection is not required. - Good enough really is good enough. - Exhaustion makes everything more complicated. - Sleep changes perspective.Moms often do too much because they care. That comes from love, not failure. It always gets done. Even when it feels chaotic. Memorable Quote “I'm in the weeds, but I don't really care. I've got better priorities.” Continue the Conversation Visit whinypaluza.com to read Rebecca's blog and past reflections. Join the Whinypaluza Mom Group on Facebook for support and community. Subscribe to the Whinypaluza email newsletter for real-life parenting insights. https://linktr.ee/whinypaluzamom If you are in the weeds too, take a breath. You are doing more than enough. Learn more about your ad choices. Visit megaphone.fm/adchoices
Eight nights of Hanukkah can feel like a marathon, especially when kids are away at college, packages arrive late, and the to-do list keeps growing. In this candid Whinypaluza Wednesday episode, Rebecca Greene and Seth Greene discuss what it really looks like to be in the Hanukkah weeds and why that feeling shows up every year. Rebecca shares the behind-the-scenes reality of wrapping presents nightly, juggling work, missing her son, and realizing how much her priorities have shifted. This conversation is about letting go of perfection, choosing presence over presents, and reminding ourselves that it all gets done in the end. Key Takeaways - Presence matters more than presents. - Being together outweighs any gift. - Eight nights is a lot. - Hanukkah comes with its own pressure. - Perfection is not required. - Good enough really is good enough. - Exhaustion makes everything more complicated. - Sleep changes perspective.Moms often do too much because they care. That comes from love, not failure. It always gets done. Even when it feels chaotic. Memorable Quote “I'm in the weeds, but I don't really care. I've got better priorities.” Continue the Conversation Visit whinypaluza.com to read Rebecca's blog and past reflections. Join the Whinypaluza Mom Group on Facebook for support and community. Subscribe to the Whinypaluza email newsletter for real-life parenting insights. https://linktr.ee/whinypaluzamom If you are in the weeds too, take a breath. You are doing more than enough. Learn more about your ad choices. Visit megaphone.fm/adchoices
When you solve one real problem brilliantly, it can unlock five more and add an entire category. In this episode of Sharkpreneur, Seth Greene interviews Shawn Nelson, Founder and CEO of LoveSac, who shares how a homemade “not-beanbag” snowballed into a NASDAQ-listed company with 300+ locations, a logistics moat, and the best-selling sectional platform in the U.S. He breaks down the invention mindset, LoveSac's sustainability-by-design philosophy, and why products must be designed for life to win long term. Key Takeaways: → Why logistics matter and how they can be used as your hidden superpower. → Building a product that can evolve allows it to stay relevant for decades. → Why sustainability and durability beat planned obsolescence. → Why building your own channel proves demand for your product. → If products last, growth must come from new rooms, categories, and features. Shawn Nelson is the founder and CEO of LoveSac, Inc. He graduated from the University of Utah and founded LoveSac in 1998, initially creating his first “not-bean bag” from shredded foam camp mattresses. Nelson quickly gained traction, securing an order for 12,000 Lovesacs from Limited Too, and later opening his first retail location in 2001. In 2003, he received the Ernst & Young Entrepreneur of the Year Award. Nelson also appeared on Richard Branson's The Rebel Billionaire in 2005, winning a $1 million investment, and spent three months as acting president of Virgin companies. Shawn expanded LoveSac's product line to include the world's only changeable sectional couch. He earned his master's degree in strategic design and management from Parsons in 2015, where he also became a part-time instructor. That same year, he appeared on Make Me a Millionaire Inventor and delivered the keynote at the 40 Under 40 awards for Fairfield County, Connecticut. In 2018, he took LoveSac public, with shares debuting on Nasdaq under the ticker symbol “LOVE.” Connect With Shawn: Website: https://www.lovesac.com/ Instagram: https://www.instagram.com/shawnoflovesac X: https://x.com/shawnoflovesac LinkedIn: https://www.linkedin.com/in/shawndnelson/ Learn more about your ad choices. Visit megaphone.fm/adchoices
When you solve one real problem brilliantly, it can unlock five more and add an entire category. In this episode of Sharkpreneur, Seth Greene interviews Shawn Nelson, Founder and CEO of LoveSac, who shares how a homemade “not-beanbag” snowballed into a NASDAQ-listed company with 300+ locations, a logistics moat, and the best-selling sectional platform in the U.S. He breaks down the invention mindset, LoveSac's sustainability-by-design philosophy, and why products must be designed for life to win long term. Key Takeaways: → Why logistics matter and how they can be used as your hidden superpower. → Building a product that can evolve allows it to stay relevant for decades. → Why sustainability and durability beat planned obsolescence. → Why building your own channel proves demand for your product. → If products last, growth must come from new rooms, categories, and features. Shawn Nelson is the founder and CEO of LoveSac, Inc. He graduated from the University of Utah and founded LoveSac in 1998, initially creating his first “not-bean bag” from shredded foam camp mattresses. Nelson quickly gained traction, securing an order for 12,000 Lovesacs from Limited Too, and later opening his first retail location in 2001. In 2003, he received the Ernst & Young Entrepreneur of the Year Award. Nelson also appeared on Richard Branson's The Rebel Billionaire in 2005, winning a $1 million investment, and spent three months as acting president of Virgin companies. Shawn expanded LoveSac's product line to include the world's only changeable sectional couch. He earned his master's degree in strategic design and management from Parsons in 2015, where he also became a part-time instructor. That same year, he appeared on Make Me a Millionaire Inventor and delivered the keynote at the 40 Under 40 awards for Fairfield County, Connecticut. In 2018, he took LoveSac public, with shares debuting on Nasdaq under the ticker symbol “LOVE.” Connect With Shawn: Website: https://www.lovesac.com/ Instagram: https://www.instagram.com/shawnoflovesac X: https://x.com/shawnoflovesac LinkedIn: https://www.linkedin.com/in/shawndnelson/ 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 the Registered Investment Advisor Podcast, Seth Greene interviews Scott Alldridge, CEO of IP Services and bestselling author of the VisibleOps 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 into competitive 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: Website: https://ipservices.com/ Instagram: https://www.instagram.com/scottalldridge1/ LinkedIn: https://www.linkedin.com/in/scott-alldridge-1a976/ FREE OFFERSText "Secure25" to 1-541-359-1269 to receive your free Visible Ops Executive Companion book and a free Penetration Scan Test (first 3 listeners only) Learn more about your ad choices. Visit megaphone.fm/adchoices
Seth Greene is a leading authority on affiliate-driven business growth and the founder of 50 DREAM Affiliates, which he scaled to the Inc. 5000 list in 2023. He is the co-host of the Sharkpreneur podcast with Shark Tank's Kevin Harrington, ranked among the top business podcasts to listen to, and a nine-time bestselling author. Seth has been featured on NBC, CBS, Forbes, Inc, and CBS MoneyWatch, is the only person ever nominated three consecutive years for GKIC Marketer of the Year, and is a serial entrepreneur who has founded four successful companies. Here's some of the topics we covered: How Seth Built His Edge in Marketing and Business Growth How Seth Helps Investors Scale Faster Without Wasting Money The Sneaky Direct Mail "Ninja" Tactic That Still Crushes Turning Investors Into On Camera Brands Through Short Form Video What "Lumpy Mail" Is and Why It Gets Opened Every Time The Story Behind Seth's Connection to Kevin Harrington of Shark Tank Inside Seth's Proven System for High ROI Marketing Campaigns How Newsjacking Puts You in the Media Without Paying for Ads To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com For more about Rod and his real estate investing journey go to www.rodkhleif.com Please Review and Subscribe
Revenue keeps rising, but your bank account doesn't? Here's how to fix that. In this episode of Sharkpreneur, Seth Greene interviews Ben Hansen, Business Consultant & CEO, Profit Doctor, who built an eight-figure consulting firm to 100 employees and $13M revenue with five Inc. 5000 awards, after earlier stints at Dell and Microsoft. Ben now helps $2–$50M companies add +5 net profit points in 90 days by importing top-quartile practices into below-average performers. He shares the mindset, metrics, and surgical cuts that turn chronic cash strain into sustainable profitability. Key Takeaways: → Why chasing your top line often hides bottom-line decay. → How to make money by stopping what loses money. → The ten areas that are most likely to hide margins. → How to identify unprofitable customers, products, and channels, and exit them. → Why it's vital to build a business that funds its own growth. Ben Hansen is a 5-time Inc. 5000 entrepreneur and founder of an 8-figure staffing firm. In his previous business, he built a team of over 100 employees in just 8 years and consistently achieved fast growth and high profit. Today, he helps CEOs solve their profit problems fast and he understands firsthand what it takes to build a lean, scalable business that actually makes money. He works with companies earning between $2 and $50 million in annual revenue to increase margins, cash and distributions. Most see meaningful improvements within just 12 weeks without adding more workload or pressure. Ben specializes in curing what he calls Profititis - when revenue keeps growing but profit doesn't. With hands-on experience, he offers simple, practical solutions that deliver real results, not more theory or complexity. Connect With Ben: Website: https://profitdoctor.com/ Instagram: https://www.instagram.com/profitdoctorben/ LinkedIn: https://www.linkedin.com/in/benhansen/ YouTube: https://www.youtube.com/@profitdoctorben Learn more about your ad choices. Visit megaphone.fm/adchoices
Revenue keeps rising, but your bank account doesn't? Here's how to fix that. In this episode of Sharkpreneur, Seth Greene interviews Ben Hansen, Business Consultant & CEO, Profit Doctor, who built an eight-figure consulting firm to 100 employees and $13M revenue with five Inc. 5000 awards, after earlier stints at Dell and Microsoft. Ben now helps $2–$50M companies add +5 net profit points in 90 days by importing top-quartile practices into below-average performers. He shares the mindset, metrics, and surgical cuts that turn chronic cash strain into sustainable profitability. Key Takeaways: → Why chasing your top line often hides bottom-line decay. → How to make money by stopping what loses money. → The ten areas that are most likely to hide margins. → How to identify unprofitable customers, products, and channels, and exit them. → Why it's vital to build a business that funds its own growth. Ben Hansen is a 5-time Inc. 5000 entrepreneur and founder of an 8-figure staffing firm. In his previous business, he built a team of over 100 employees in just 8 years and consistently achieved fast growth and high profit. Today, he helps CEOs solve their profit problems fast and he understands firsthand what it takes to build a lean, scalable business that actually makes money. He works with companies earning between $2 and $50 million in annual revenue to increase margins, cash and distributions. Most see meaningful improvements within just 12 weeks without adding more workload or pressure. Ben specializes in curing what he calls Profititis - when revenue keeps growing but profit doesn't. With hands-on experience, he offers simple, practical solutions that deliver real results, not more theory or complexity. Connect With Ben: Website: https://profitdoctor.com/ Instagram: https://www.instagram.com/profitdoctorben/ LinkedIn: https://www.linkedin.com/in/benhansen/ YouTube: https://www.youtube.com/@profitdoctorben Learn more about your ad choices. Visit megaphone.fm/adchoices
Most owners work hard for money—few learn to make the tax code work hard for them. In this episode of Sharkpreneur, Seth Greene interviews Catrina M. Craft, a tax strategist and accountant who's advised business owners and previously learned elite tax strategy working with the wealthiest 2% of Americans. Creator of the CRAFT Money Map framework, Catrina specializes in turning reactive “tax season” chaos into proactive, year-round wealth strategy. She breaks down the KPIs that actually drive profitability, the entity and election decisions that matter, and timely plays like bonus depreciation, §179, and QBI that can free up cash to grow. Key Takeaways: → Proactive vs. reactive taxes: what changes when strategy starts before year-end. → The five KPIs that matter: cash flow, profitability, A/R & A/P, LTV, and CAC—plus how to dashboard them. → The C.R.A.F.T. Money Map: Cash flow, Retirement, Asset management/protection, Financial freedom, and Tax strategies. → Entity structure ≠ paperwork: why LLC + the right tax election (S/C/partnership/sole prop) can swing your tax outcome. → When to hire a strategist: startup consults to avoid missteps; quarterly at ~$50k profit; monthly at ~$100k+. Catrina M. Craft, CPA, CEO & Founder of Craft More Cash. "The tax code isn't fair — but that's your opportunity as a business owner.” This is the perspective Catrina Craft brings as the CPA and tax strategist behind some of the most profitable coaches, consultants, and creators in the industry. After climbing out of $100K in debt and losing 80% of her income overnight, she rebuilt her business by using the same advanced tax strategies and wealth-building tactics that the top 2% of the wealthiest rely on to protect and multiply their money. Now, she teaches her clients to do the same. Through her Craft Money MapTM system, she helps high-earning entrepreneurs cut taxes by 25% and boost profits by 20% — strategies most accountants won't even talk about. On the mic, Catrina pulls back the curtain on what the ultra-wealthy know: how proactive tax strategy lets you keep more, grow faster, and build real wealth. Listeners walk away with practical insights on entity structuring, overlooked deductions, and income planning that scales. Connect With Catrina: Website: https://www.catrinamcraft.com/ Instagram: https://www.instagram.com/catrinamcraft/ Facebook: https://www.facebook.com/catrinamcraft1/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Most owners work hard for money—few learn to make the tax code work hard for them. In this episode of Sharkpreneur, Seth Greene interviews Catrina M. Craft, a tax strategist and accountant who's advised business owners and previously learned elite tax strategy working with the wealthiest 2% of Americans. Creator of the CRAFT Money Map framework, Catrina specializes in turning reactive “tax season” chaos into proactive, year-round wealth strategy. She breaks down the KPIs that actually drive profitability, the entity and election decisions that matter, and timely plays like bonus depreciation, §179, and QBI that can free up cash to grow. Key Takeaways: → Proactive vs. reactive taxes: what changes when strategy starts before year-end. → The five KPIs that matter: cash flow, profitability, A/R & A/P, LTV, and CAC—plus how to dashboard them. → The C.R.A.F.T. Money Map: Cash flow, Retirement, Asset management/protection, Financial freedom, and Tax strategies. → Entity structure ≠ paperwork: why LLC + the right tax election (S/C/partnership/sole prop) can swing your tax outcome. → When to hire a strategist: startup consults to avoid missteps; quarterly at ~$50k profit; monthly at ~$100k+. Catrina M. Craft, CPA, CEO & Founder of Craft More Cash. "The tax code isn't fair — but that's your opportunity as a business owner.” This is the perspective Catrina Craft brings as the CPA and tax strategist behind some of the most profitable coaches, consultants, and creators in the industry. After climbing out of $100K in debt and losing 80% of her income overnight, she rebuilt her business by using the same advanced tax strategies and wealth-building tactics that the top 2% of the wealthiest rely on to protect and multiply their money. Now, she teaches her clients to do the same. Through her Craft Money MapTM system, she helps high-earning entrepreneurs cut taxes by 25% and boost profits by 20% — strategies most accountants won't even talk about. On the mic, Catrina pulls back the curtain on what the ultra-wealthy know: how proactive tax strategy lets you keep more, grow faster, and build real wealth. Listeners walk away with practical insights on entity structuring, overlooked deductions, and income planning that scales. Connect With Catrina: Website: https://www.catrinamcraft.com/ Instagram: https://www.instagram.com/catrinamcraft/ Facebook: https://www.facebook.com/catrinamcraft1/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Most practices are busy—but busy doesn't always mean profitable. In this episode of Sharkpreneur, Seth Greene interviews Terri Ross, Founder of Terri Ross Consulting & Co-Founder of Aesthetic Success, who is one of the leading voices in the medical aesthetics industry. With nearly two decades of experience, she has advised top practices, trained thousands of providers, and been featured as a speaker at Johns Hopkins, international conferences, and in multiple publications. In this conversation, Terri shares her proven seven-pillar revenue optimization system, insights on KPIs that drive millions in growth, and strategies to help practices thrive in competitive markets. Key Takeaways: → Why being busy doesn't guarantee profitability. → The seven-pillar framework for revenue optimization. → Common mistakes most practice owners make—and how to avoid them. → The KPIs that matter most in the first 3–6 months. → How pricing and compensation strategies impact profitability. Terri Ross, founder of Terri Ross Consulting, is a globally recognized expert in practice management and high-performance sales coaching, with a specialization in medical aesthetics. She has helped practices and Fortune 500 companies achieve over $2.5M in annual revenue growth. Industry leaders like Galderma, Skinbetter, and Merz Canada rely on her expertise for training sales teams and delivering keynote presentations at top aesthetic conferences. As the founder of Terri Ross Consulting, she later launched the APX Platform, merging with a patient education firm in 2023 to form a cutting-edge performance system. With a background in sales leadership roles with Fortune 500 medical device companies, Terri consistently ranked in the top 10% nationally. Terri hosts the "In Touch with Terri" podcast and co-founded Aesthetic Success, a quarterly summit series designed to master business strategy in aesthetics. Connect With Terri Ross: Website: https://terrirossconsulting.com/ Instagram: https://www.instagram.com/terrirossconsulting/ LinkedIn: https://www.linkedin.com/in/terriross/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Most practices are busy—but busy doesn't always mean profitable. In this episode of Sharkpreneur, Seth Greene interviews Terri Ross, Founder of Terri Ross Consulting & Co-Founder of Aesthetic Success, who is one of the leading voices in the medical aesthetics industry. With nearly two decades of experience, she has advised top practices, trained thousands of providers, and been featured as a speaker at Johns Hopkins, international conferences, and in multiple publications. In this conversation, Terri shares her proven seven-pillar revenue optimization system, insights on KPIs that drive millions in growth, and strategies to help practices thrive in competitive markets. Key Takeaways: → Why being busy doesn't guarantee profitability. → The seven-pillar framework for revenue optimization. → Common mistakes most practice owners make—and how to avoid them. → The KPIs that matter most in the first 3–6 months. → How pricing and compensation strategies impact profitability. Terri Ross, founder of Terri Ross Consulting, is a globally recognized expert in practice management and high-performance sales coaching, with a specialization in medical aesthetics. She has helped practices and Fortune 500 companies achieve over $2.5M in annual revenue growth. Industry leaders like Galderma, Skinbetter, and Merz Canada rely on her expertise for training sales teams and delivering keynote presentations at top aesthetic conferences. As the founder of Terri Ross Consulting, she later launched the APX Platform, merging with a patient education firm in 2023 to form a cutting-edge performance system. With a background in sales leadership roles with Fortune 500 medical device companies, Terri consistently ranked in the top 10% nationally. Terri hosts the "In Touch with Terri" podcast and co-founded Aesthetic Success, a quarterly summit series designed to master business strategy in aesthetics. Connect With Terri Ross: Website: https://terrirossconsulting.com/ Instagram: https://www.instagram.com/terrirossconsulting/ LinkedIn: https://www.linkedin.com/in/terriross/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Are you a financial advisor struggling to break through the growth ceiling? Learn how to overcome key obstacles and unlock the path to scaling your practice to new heights. In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Dr. Jon Randall, PhD., Founder & Leader of XFA.COACH, who helps financial advisors scale their practices faster and smarter by addressing the hidden bottlenecks holding them back. With over 21 years of consulting experience, Jon has worked with some of the fastest-growing financial practices, helping them optimize client relationships, scale their teams, and boost profitability. In this episode, he reveals how to break free from capacity constraints and implement the right mindset for explosive growth. Key Takeaways: → How you must fix all foundational issues before trying to grow your practice. → Why many advisors face productivity issues. → How advisors need to raise their floor by working with clients that bring in higher revenue per account. → Why many advisors hit a growth ceiling at around $1 million in revenue. → How maximizing the profitability of current clients is the key to unlocking additional revenue. Dr. Jon Randall has been coaching and consulting the fastest growing financial advisors in the industry since 2004. As a transformational leader, he is passionate about making a positive difference in the industry and has received numerous awards, including Outstanding Leader and Consultant of the Year, and is ranked the #1 Consultant for firms that track results. The average production of practices Jon works with has exceeded $5 million. He is a sought-after national presenter at financial service conferences and published author; his book titled The Extraordinary Financial Advisor Practice. Prior to coaching, Jon was a seasoned financial advisor where he learned the ins and outs of the industry. Jon holds a Doctorate in Performance Psychology and currently resides in Greenville, North Carolina with his wife Kathleen and their two sons, James and William. Connect With Jon: Website: https://www.xfa.coach/ Instagram: https://www.instagram.com/xfa.coach Facebook: https://www.facebook.com/XFA.COACH LinkedIn: https://www.linkedin.com/company/xfa-coach/ Learn more about your ad choices. Visit megaphone.fm/adchoices
What if hitting rock bottom wasn't the end, but the exact moment life cracks open to reveal your true power? In this episode of Sharkpreneur, Seth Greene interviews Kellan Fluckiger, High-Performance Life Coach, who shares how a harrowing “divine intervention,” sobriety, and a second chance at love rewired his future. Drawing from his books, near-death experience, and 18 years of deep personal work, Kellan lays out a no-nonsense pathway to purpose, prosperity, and joy. He also tackles the future of coaching in the age of AI and why becoming the product of your message is the only durable strategy. Key Takeaways: → The 18-hour turning point that ended addiction cold-turkey. → Why “head in the sand, ante is high, work is hard” stops change. → The WIPOS framework: Worth, Identity, Possibility, Ownership, Sovereignty. → How to define your “Ultimate Life” without outsourcing your truth. → The single most powerful asset: your story of becoming. Coming through decades of depression, addictions, life-threatening illness, and a near-death experience, Kellan Fluckiger has become the ultimate catalyst to help motivated people melt barriers, move mountains, and mobilize superpowers to achieve their true desires. As a Best life coach in LA and keynote speaker, Kellan's masterful approach helps people get past old stories, change beliefs, and create a life context to reach even goals that seemed impossible. Connect With Kellan Fluckiger: Website: https://www.kellanfluckiger.com/ Instagram: https://www.instagram.com/kellan.fluckiger/ X: https://x.com/KellanFluckiger Facebook: https://www.facebook.com/kellan.fluckiger3 LinkedIn: linkedin.com/in/kellanfluckiger Learn more about your ad choices. Visit megaphone.fm/adchoices
What if hitting rock bottom wasn't the end, but the exact moment life cracks open to reveal your true power? In this episode of Sharkpreneur, Seth Greene interviews Kellan Fluckiger, High-Performance Life Coach, who shares how a harrowing “divine intervention,” sobriety, and a second chance at love rewired his future. Drawing from his books, near-death experience, and 18 years of deep personal work, Kellan lays out a no-nonsense pathway to purpose, prosperity, and joy. He also tackles the future of coaching in the age of AI and why becoming the product of your message is the only durable strategy. Key Takeaways: → The 18-hour turning point that ended addiction cold-turkey. → Why “head in the sand, ante is high, work is hard” stops change. → The WIPOS framework: Worth, Identity, Possibility, Ownership, Sovereignty. → How to define your “Ultimate Life” without outsourcing your truth. → The single most powerful asset: your story of becoming. Coming through decades of depression, addictions, life-threatening illness, and a near-death experience, Kellan Fluckiger has become the ultimate catalyst to help motivated people melt barriers, move mountains, and mobilize superpowers to achieve their true desires. As a Best life coach in LA and keynote speaker, Kellan's masterful approach helps people get past old stories, change beliefs, and create a life context to reach even goals that seemed impossible. Connect With Kellan Fluckiger: Website: https://www.kellanfluckiger.com/ Instagram: https://www.instagram.com/kellan.fluckiger/ X: https://x.com/KellanFluckiger Facebook: https://www.facebook.com/kellan.fluckiger3 LinkedIn: linkedin.com/in/kellanfluckiger Learn more about your ad choices. Visit megaphone.fm/adchoices
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
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
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
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