Podcast appearances and mentions of seth greene

Discover how Shoppable technology is changing online shopping, creating a seamless commerce experience across platforms and ad spaces.   In this episode of Sharkpreneur, Seth Greene speaks with Heather Udo, the founder of Shoppable, who is transforming e-commerce with innovative checkout technology that lets brands and publishers create shoppable experiences everywhere. Heather shares how Shoppable came from her frustration as a consumer, aiming to cut down the 15-20 clicks usually needed to buy a product online. With more than 500 million products integrated into Shoppable's system, her company is leading the way toward a seamless, one-click shopping experience on social media, publisher sites, and beyond.   Key Takeaways: → Shoppable technology removes the need for multiple clicks between discovery and purchase. → Shoppable has a patented checkout system that simplifies online shopping, making it more efficient. → Shoppable works with brands, publishers, and content creators to offer seamless commerce solutions. → By integrating product catalogs and checkouts, Shoppable enhances customer purchase journeys. → Shoppable uses technology to create social media ads that lead to higher conversions.   Heather Udo is the founder and CEO of Shoppable, as well as an entrepreneur and business coach. She started Shoppable 13 years ago. Shoppable provides e-commerce infrastructure that enables brands, retailers, creators, and publishers to create innovative commerce experiences—anywhere.    Connect With Heather: Website Instagram TikTok LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Do you want to learn about the marketing strategies that powered one of the most successful political campaigns, with lessons that can be applied to any business?   In this episode of Sharkpreneur, Seth Greene speaks with Jack Turk, the World's Fastest Copywriter, who uses his extensive experience with industry leaders to share key marketing insights from the 2024 Trump campaign. Jack unveils the 47 "Trump-tested hacks" that form the foundation of his new book, "Mega Marketing Secrets." He discusses the power of fun in marketing, how to build an omnipresent brand, and how entrepreneurs can use these lessons to accelerate growth.   Key Takeaways: → How to find and serve the right audience to build a thriving business. → The importance of controlling the narrative in your marketing. → How to quickly implement marketing strategies for fast results. → The power of working with a team and expanding your reach. → The role of copywriting in creating compelling, profitable marketing campaigns.   Jack Turk, known as the World's Fastest Copywriter, helps small business owners, entrepreneurs, and thought leaders write faster, better, and more effectively. With a passion for eliminating the fear of the blank page, Jack empowers his clients to find their unique voice and craft compelling sales copy that delivers results. Drawing on decades of experience and a proven process, he guarantees his clients can quickly produce powerful messaging that connects with the people who need their products and services most.   Connect With Jack: Website Learn more about your ad choices. Visit megaphone.fm/adchoices

If building and preserving wealth feels overwhelming, these insights are designed for ultra-high-net-worth families and corporate executives like you. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Gerasimos Efthimiatos, CEO of Chesapeake Asset Management, who shares his extensive experience in managing multi-asset portfolios for high-net-worth individuals and families. After 18 years in the hedge fund industry, Gerasimos now leads an innovative wealth management firm that focuses on both traditional securities and alternative investments. From offering customized wealth solutions for corporate executives to using strategic tax-aware investment strategies, Gerasimos and his team at Chesapeake help clients protect and grow their wealth across public and private markets.   Key Takeaways: → The importance of offering both traditional and alternative asset solutions. → Why alternative investments are crucial for ultra-high-net-worth families. → The key to differentiating a wealth management firm in a crowded market. → The rise of multi-asset portfolios and how to manage them effectively. → The role of sophisticated clients in helping shape investment offerings. Gerasimos Efthimiatos is an investor and strategist with twenty years of experience investing in both public and private companies globally. He is CAM's CEO and Managing Partner, where he oversees both direct and externally managed investments. Gerasimos has advised family offices, endowments, and foundations on asset allocation and investment selection, and has deep alternative investment domain expertise across private equity, hedge funds, and venture capital. Previously, Gerasimos held senior portfolio and risk manager roles in hedge funds, including as Partner at Habrok Capital Partners, an equity long/short fund based in London. He received a Master of Engineering from University of London's Imperial College of Science, Technology, and Medicine and an MBA from Cornell University's Johnson School of Management.   Connect With Gerasimos:   Website Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn how athletes can successfully monetize their brands, plan for life after sports, and build long-term financial success through strategic business and marketing initiatives.   In this episode of Sharkpreneur, Seth Greene speaks with Dr. Tywanna Smith, a former professional basketball player, best-selling author, and the co-founder of the Athletes Abroad Summit, who shares how she helps athletes transition from their sports careers into successful entrepreneurial ventures. Dr. Smith talks about her experience working with both professional athletes and young student-athletes, emphasizing the importance of preparing for life after sports and monetizing their brand. She also discusses her award-winning documentary Balling Abroad, the Athlete Abroad Summit, and her passion for empowering athletes globally.   Key Takeaways: → Why financial education for student-athletes is critical when planning for life after sports. → The rise of NIL (Name, Image, Likeness) opportunities offers new ways for athletes to monetize their brand. → Mental health and cultural adjustment are key challenges for athletes playing abroad. → Athletes can leverage their platform and visibility by building a team of professionals to guide them. → How the Teen Money Box curriculum helps teach financial literacy to teenagers globally.   Dr. Tywanna Smith is an award-winning sports advisor, best-selling author, keynote speaker, and college professor. With over 18 years of experience, she has advised professional athletes across the NBA, NFL, WNBA, MLB, and FIBA. A former international basketball player and inductee into the West Memphis Sports Hall of Fame, she co-founded the Athlete Abroad Summit, the first global summit dedicated to empowering American athletes overseas. Dr. Smith also leads The Athlete's Nexus, a firm focused on brand strategy, financial education, and career planning. She is the author of Surviving the Lights, co-director of the award-winning documentary Ballin' Abroad, and creator of Teen Money Box, a financial literacy program for teens. Recognized for her leadership, Dr. Smith has received multiple accolades, including the 2024 Presidential Lifetime Achievement Award and the Mississippi Business Journal's Top 50 Under 40. Her work has been featured in Forbes, NBC Sports, and Ballers Magazine.   Connect With Tywanna: Website Instagram X Facebook LinkedIn   Athletes Abroad Summit: Website Instagram Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how to strategically optimize Amazon ads for growth and profits with personalized ad strategies and AI-powered solutions, all while navigating the complexities of a large catalog.   In this episode of Sharkpreneur, Seth Greene speaks with Elizabeth Greene, co-founder of Junglr, who shares her expertise in helping Amazon brands grow through precision-targeted advertising strategies. With years of experience in the field, Elizabeth emphasizes the importance of tailoring ad strategies to a brand's unique goals, creating customized campaigns, and utilizing data to inform informed decisions. She also reveals the key to scaling businesses successfully with Amazon ads, all while maintaining the human touch and avoiding simple shortcuts.   Key Takeaways: → Common misconceptions about Amazon advertising and the impact on organic growth. → How Junglr helps brands balance growth with profitability by tailoring ad strategies. → Strategies for managing extensive product catalogs and variations with Amazon ads. → The value of understanding both the art and science of Amazon advertising to generate real results. → The challenges of simplifying processes without sacrificing the complexity needed for success.   Elizabeth is the Co-Founder of Junglr, a prominent firm specializing in Amazon Advertising. With a keen expertise in digital marketing and e-commerce strategies, Elizabeth has played a crucial role in shaping Junglr's innovative approach to leveraging Amazon's advertising platform. Her background combines a deep understanding of online consumer behavior with practical insights into maximizing ad performance and ROI.  Elizabeth's leadership and vision have been instrumental in helping brands effectively navigate the complexities of Amazon's advertising ecosystem, driving significant growth and visibility for their clients.   Connect With Elizabeth: Website TikTok X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn how human-centric AI is changing businesses by increasing productivity, improving customer service, and boosting employee satisfaction, all without replacing people.   In this episode of Sharkpreneur, Seth Greene speaks with Mark Vange, CEO of Autom8ly, a company focused on human-centered AI solutions. Mark explains how his company is transforming business operations by using AI to enhance human work, making employees more productive instead of replacing them. From improving customer service in sectors like trucking and healthcare to enabling AI-supported marketing, Mark discusses how businesses can use AI to boost efficiency and profits while keeping the human touch.   Key Takeaways: → How collaborative AI can support businesses by enhancing employees' productivity. → The role of AI in automating everyday tasks like email marketing. → The importance of “confidence levels” in AI, balancing accuracy with real-world usability. → The challenge of keeping up with the rapid pace of technological advancements in AI while balancing human-scale adoption. → The value of entrepreneurial partners who can visualize cases in specific industries and collaborate with AI developers.   Mark Vange brings a vision for technology, manages international teams, and has extensive experience in cloud-based delivery of mobile and social products. He also has the knowledge of building and selling several companies. At age 10, Mark met and fell in love with the Apple II computer, which led him to set aside a promising career as a violinist and dive into business and technology. He sold his first program that same year, started his first company by age 13, and entered university with 25 employees and the year's top-selling video game under his belt. Since then, Mark has founded and sold multiple companies and has become a sought-after advisor and mentor.    Mark's first online success was VR-1, a company he helped grow into the world's largest publisher of Massively Multiplayer Games by creating a vision for MMO gaming, developing new communication protocols, and leading worldwide development efforts. Mark's most recent role was as Chief Technology Officer of Electronic Arts Interactive, which he joined through the acquisition of a company he co-founded, where he directed the development of EA's mobile, social, and online products and platforms.   Connect With Mark: Website LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how a Fractional CMO can unlock your business's growth potential by providing high-level strategy and streamlining marketing efforts.   In this episode of Sharkpreneur, Seth Greene speaks with Draye Redfern, CEO and founder of Redfern Media. He shares his insights into the changing role of fractional leadership in marketing. After facing the challenges of running both an agency and a CMO service, Draye explains how fractional CMOs help businesses improve their marketing efforts while giving owners the ability to stay in control and promote growth.    Key Takeaways: → The benefits of using a fractional CMO to bridge gaps in marketing expertise. → How minor adjustments in marketing can drive profound business growth. → The importance of understanding KPIs and high-level strategy in marketing. → How fractional leadership brings both strategy and accountability to a business. → The challenges and rewards of transitioning from full-service agencies to fractional support.   Draye Redfern is the CEO and founder of Redfern Media, a marketing and consulting agency that helps businesses redefine their marketing approach with systematized processes and automations, turning prospects into loyal clients and brand ambassadors. He also founded Fractional CMO, which provides executive-level marketing strategies and resources without the cost of a full-time marketing director. Over the past decade, Draye has assisted clients across various industries, including top Instagram travel accounts, personal development psychologists, and SharkTank entrepreneurs. During the COVID-19 pandemic, his success led him to create the Recession Flywheel™, a 7-step framework that helps businesses improve their mindset, security, offer, team, marketing, sales, and financials.   Connect With Draye: Website Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn how FastWill went from a simple digital will service to a full-fledged SaaS platform revolutionizing estate planning for financial advisors and clients alike.   In this episode of Sharkpreneur, Seth Greene speaks with Zach Tsakiris, founder of FastWill.com. He shares how he expanded his digital estate planning platform into a successful SaaS business that now serves thousands of clients. Starting in the financial services sector, Zach saw the need for an affordable and efficient estate planning solution for mid-tier clients and professionals. He discusses building a SaaS platform for financial advisors, insurance brokers, and clients, offering an easy way to create wills and trusts. Zach outlines the key decisions, partnerships, and strategies that have fueled FastWill's growth and success in a competitive market.   Key Takeaways: → The initial inspiration behind turning FastWill into a SaaS platform. → Key challenges business founders face when scaling and how to overcome them. → The value of a seamless user experience in attracting both clients and professionals. → Why FastWill's SaaS model is a game-changer for estate planning professionals. → The importance of constantly evolving your product to meet user needs and market demands.   Born in Dallas and based in Manhattan, Zach Tsakiris became a top financial advisor in estate planning. He founded FastWill to simplify the process for clients and advisors. As the world goes digital, he envisions estate planning's future online and aims to make FastWill the industry leader.   Connect With Zach: Website Instagram Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Is your sales team underperforming? Before blaming the team, it might be time to consider the bigger picture. Learn how building trust and aligning marketing with sales can produce significant results.   In this episode of Sharkpreneur, Seth Greene speaks with Geoff Ketterer, an 8-Figure Sales Trainer & CRO. He shares his journey from being a chef to building a successful sales consulting business. After helping over 150 businesses grow, Geoff explains how to transform sales teams, the importance of internal culture, and how to use a hybrid social engine to attract better leads. His approach moves away from traditional sales tactics, focusing instead on building a sustainable and motivated team. Geoff's insights are valuable for CEOs looking to improve their sales teams and scale without burning out.   Key Takeaways: → The most prominent misconceptions CEOs have about sales team struggles. → Why culture is the key to a high-performing sales team. → How skepticism in the market is affecting sales conversions. → How to align sales and marketing teams to achieve better results. → Strategies for scaling businesses without overloading the sales team.   Geoff Ketterer is the guy CEOs call when their sales teams are underperforming and they're tired of wasting money on disconnected strategies that don't work. With years of experience working alongside top-tier companies like 7th Level and Closers.io, Geoff knows how to fix broken teams and transform them into high-performing sales powerhouses. As a fractional CRO, he has helped over 150 businesses scale with his no-nonsense approach to aligning sales and marketing into one unstoppable revenue machine. He scaled Functional Medicine Academy from $7K/month to SIM/month in just 9 months, and he's done it for countless others since.   Connect With Geoff: Website Instagram TikTok LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Mastering the art of referral partnerships can propel your business to new heights, transforming how you connect, collaborate, and scale.   In this episode of Sharkpreneur, Seth Greene speaks with Brandon Barnum, CEO of HOA.com and bestselling author. He shares his inspiring journey from a struggling single dad to a successful entrepreneur who grew multiple businesses through raving referrals. With over 5 million business professionals impacted, Brandon now focuses on helping homeowners and businesses build lasting relationships through powerful referral networks. Listen as he reveals his secrets to creating thriving partnerships and how anyone can achieve exponential growth by leveraging trust and community.   Key Takeaways: → Why HOA.com is on a mission to connect professionals with homeowners in trusted local partnerships. → The role of AI and automation in scaling businesses and maintaining effective communication. → The difference between networking and referral partnerships, and why referral partnerships are more effective. → Insights on how real estate professionals can turn vendors into proactive partners to maximize their referral potential. → The importance of identifying and nurturing relationships with people already serving your idea clients.   Brandon Barnum is a serial entrepreneur and referral-marketing expert best known as CEO of HOA.com—the platform bringing together all 375,000 U.S. homeowner associations under the banner of “Unity Through Community.” Over three decades, he has launched and expanded multiple tech ventures and referral networks that serve over 5 million business professionals worldwide. Through his bestselling Raving Referrals books, practical workshops, and a national network of certified trainers, Brandon helps real estate agents, home-service professionals, and purpose-driven entrepreneurs increase their income, influence, and impact.   Connect With Brandon: HOA.com RavingReferrals.com X Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Want to land meetings with decision-makers who seem out of reach? How to break through the noise with a personal touch that delivers results.   In this episode of Sharkpreneur, Seth Greene speaks with Stu Heinecke, a Wall Street Journal cartoonist, Hall of Fame-nominated marketer, and best-selling author of Get the Meeting. Stu is the creator of the concept known as contact marketing. This strategy utilizes personalized, creative outreach to secure meetings with anyone, including the most difficult-to-reach decision-makers. From sending custom cartoons to using AI tools, Stu shares how entrepreneurs can make their outreach stand out in an age of digital noise. He also discusses his new AI-enhanced version of his book, How to Get a Meeting with Anyone, and how he has kept his marketing fresh, human, and engaging over the years.   Key Takeaways: → How personalized cartoons can break through the noise in marketing. → Why AI plays a huge role in the future of contact marketing. → Why effective delegation is the most critical skill for entrepreneurs. → How to find and leverage your niche in the digital marketing world. → The power of humanization in your outreach strategies.   Stu Heinecke is a bestselling business author, a Hall of Fame-nominated marketer, and one of The Wall Street Journal's cartoonists. In How to Get a Meeting with Anyone (2016), he introduced the world to “Contact Marketing,” which uses micro-focused campaigns to connect with critically important accounts and prospects. Using the twenty categories of contact campaigns outlined in the book, readers have achieved explosive growth in their careers, businesses, and lives. In Even More Outrageous Ways to Get a Meeting with Anyone (10-2019), Heinecke adds more techniques, tips, and strategies, more than sixty illustrated case studies, an updated Contact Marketing model that sets a new response baseline—at 100%—and introduces “Pocket Campaigns” as a replacement for business cards.   Connect With Stu: Website Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

If burnout is the silent epidemic of high achievers, this episode is your wake-up call.   In this episode of Sharkpreneur, Seth Greene talks with Erika Glenn, COO and Co-founder of Glenn Professional Services and a TEDx speaker, who shares her deeply personal journey from corporate burnout to wellness entrepreneurship. After experiencing six hospitalizations in a single year and years of nonstop work, Erika created Enough by Me—a comprehensive recovery program for executives that combines integrative medicine, somatic therapy, nutrition, and community support. She reveals how she's helping high achievers reset their nervous systems, reclaim their energy, and heal from the inside out.   Key Takeaways: → The hidden signs of executive burnout most people miss. → How high achievers suppress burnout symptoms to protect their careers. → What a nervous system reboot looks like, and why it matters. → Why somatic therapy plays a key role in burnout recovery. → How community support combats the shame and isolation of burnout.   Erika Glenn, COO and Co-Founder of Glenn Professional Services, is a sought-after keynote speaker, TEDx presenter, and award-winning healthcare executive dedicated to inspiring the next generation of forward-thinking professionals. With a career spanning leadership roles in provider systems, healthcare conglomerates, and health tech startups, Glenn has helped Fortune 500 companies achieve clinical and financial success through innovation and strategic growth. A leader in healthcare transformation, Glenn has developed and scaled programs that improve patient outcomes, advance AI technology, and drive systemic change. Having overcome her health struggles, she brings a deeply personal perspective to her work—showing professionals that setbacks can be the foundation for extraordinary impact.   Connect With Erika: Website LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Explore how a seasoned CEO leads a $6 billion advisory firm through complex client challenges, evolving advisor expectations, and a rapidly changing financial landscape.   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Julie Parisio Roy, CEO and Wealth Manager at Badgley Phelps Wealth Management, which manages $6 billion in assets. She shares insights from nearly 30 years in the industry. She explains how her firm serves over 1,100 families, focusing on complex financial planning, generational wealth, and adapting to evolving client expectations. Julie also discusses how she balances client needs while leading and growing a diverse team in today's dynamic market.   Key Takeaways: → Why complexity in client situations can be an advisor's opportunity. → How long-standing client relationships fuel new business growth. → The impact of recent state-level tax changes on estate planning. → Strategies for managing investment anxiety in volatile markets. → How a slow-and-steady hiring approach builds strong teams.   Julie Parisio Roy joined Badgley Phelps in 2004 and serves as the chief executive officer, director of financial planning, and a wealth manager. She manages portfolios for high-net-worth private clients, aiming to help them find the ideal balance between enjoying their wealth and feeling secure about its longevity and legacy.    Connect With Julie:   Website Learn more about your ad choices. Visit megaphone.fm/adchoices

If you're an entrepreneur looking to scale quickly, mastering delegation and understanding traffic are two secrets you can't afford to ignore.   In this episode of Sharkpreneur, Seth Greene speaks with Kasim Aslam, a serial entrepreneur and best-selling author, who shares his journey from a welfare baby to a successful business owner with multiple seven and eight-figure businesses. Kasim discusses his philosophy on building businesses through talent acquisition and delegation, emphasizing that the key to success is not being the most intelligent person in the room, but rather surrounding oneself with more competent individuals. He also delves deep into solving traffic problems first and how businesses can thrive by focusing on leveraging external challenges to create opportunities.   Key Takeaways: → Why delegation is the most essential skill for an entrepreneur. → The difference between inventors and entrepreneurs. → Why talent acquisition is a life hack for entrepreneurs. → How to scale your business by leveraging the right people. → The importance of liquidity in business and personal finance.   Kasim Aslam has built six, seven, and eight-figure businesses, with two successful eight-figure exits, all driven by his ability to recruit and manage top remote talent worldwide. With extensive experience in hiring hundreds of people, he is a recognized expert on finding, training, and managing peak performers. His latest venture, Pareto Talent, specializes in recruiting, training, and matching high-performance Executive Assistants with growing entrepreneurs. Kasim firmly believes that remote hiring not only unlocks a global talent pool but also creates meaningful opportunities for professionals, particularly in emerging markets like Latin America. His mission is to connect entrepreneurs with dedicated, high-quality remote talent, fostering growth and providing financial and professional freedom to individuals around the world.   Connect With Kasim: Website Instagram X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you prepared to protect your wealth from unexpected lawsuits?   In this episode of Sharkpreneur, Seth Greene speaks with Blake Harris, Founding Principal at Blake Harris Law and an expert in offshore asset protection. He shares essential insights into protecting your wealth through strategic planning. With ten years of experience and a proven track record of establishing thousands of offshore trusts, Blake offers practical advice to business owners, entrepreneurs, and high-net-worth individuals seeking to safeguard their assets. He explains why an offshore asset protection trust isn't just for the super-rich and how even those with $1 million in assets can benefit from this approach.   Key Takeaways: → The importance of setting up an offshore asset protection plan. → Clarifying the misconception that asset protection is only for the ultra-wealthy. → Why taxes remain unaffected by offshore trusts, and how to stay compliant with the IRS. → How to create the proper legal foundation for a successful offshore trust. → The future of asset protection in a changing legal and financial landscape.   Blake Harris is the founding principal at Blake Harris Law, specializing in offshore asset protection for clients worldwide. With a global network cultivated through travel to over 40 countries, Blake collaborates with trust companies, protectors, and bankers to provide tailored solutions for safeguarding wealth. An accomplished author and international speaker, he regularly educates professionals through legal education lectures on asset protection and offshore planning. Blake has appeared in major national publications, including Forbes, ABC, NBC, CBS, Fox News, and MarketWatch. He has built a significant social media following, with hundreds of thousands of followers. Before founding his law firm, Blake worked with one of America's top wealth management firms, advising high-net-worth clients on asset protection strategies. Recognized as a “Rising Star” by Super Lawyers Magazine for five straight years, Blake is an AV®️ Preeminent™️ Attorney and actively participates in the American Bar Association and the Bars of Florida and Colorado. He lives in Miami Beach. Connect With Blake: Website X Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how cutting-edge technology is revolutionizing health insurance and Medicare planning, helping financial advisors bridge a critical gap for their clients facing retirement decisions.   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Drew Shockley, Co-Founder & Head of Development at Move Health, who shares insights from his 20 years of experience transforming health insurance and Medicare planning for early retirees and financial advisors nationwide. With a background in building successful insurance companies and launching MoveHealth's innovative software platform, Drew explains how technology is making complex healthcare decisions easier. Learn how his approach is helping millions of people confidently prepare for retirement, while also strengthening client-advisor relationships.   Key Takeaways: → Learn why health insurance planning is frequently overlooked during retirement planning.  → Understand the challenges financial advisors face when guiding clients through health insurance options. → Hear how closing the feedback loop between clients and advisors improves ongoing health plan management. → Explore how meeting health insurance needs affects client retention and satisfaction. → Recognize the importance of using proactive health planning tools in today's changing retirement environment.    Drew Shockley is the Co-Founder and Head of Development at Move Health. Originally from East Tennessee, Drew relocated to Indiana for college and has remained there ever since. He began his career in 2005 with Anthem Blue Cross Blue Shield, one of the nation's largest healthcare insurance carriers. Over the past 20 years, Drew has trained thousands of agents in the health and Medicare space, equipping them to better serve their clients with confidence and clarity. A serial entrepreneur, Drew has also been a founding member or investor in three successful startups within the healthcare industry, demonstrating a consistent track record of innovation and leadership. Connect With Drew:   Website Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you ready to elevate your Amazon business and brand?   In this episode of Sharkpreneur, Seth Greene speaks with Norman Farrar, a serial entrepreneur and Amazon expert, who shares powerful strategies for succeeding on Amazon and building a brand that thrives in a competitive market. From utilizing AI tools to enhancing product listings and diversifying sales channels, Norman provides invaluable insights on maximizing efficiency and profitability. With decades of experience, Norman reveals the secrets to building a loyal community and growing your brand beyond Amazon.   Key Takeaways: → Why selling on Amazon has become more challenging than ever.  → How AI is transforming Amazon listings. → Tips for building a strong brand presence on Amazon as a “micro brand.” → Key mistakes to avoid when selling on Amazon, including the dangers of low-cost strategies. → The role of personal branding and authority in building a sustainable business.     Norman Farrar is a visionary entrepreneur who provides online marketing and manages eCommerce solutions for brands. He has worked with Fortune 500 companies, including Coca-Cola, Mercedes-Benz, Microsoft, and 20th Century Fox. Since the early 1990s, Norm has focused on helping entrepreneurs improve their operations and unlock their business potential. Currently, he hosts the popular eCommerce podcast Lunch with Norm and co-hosts The Marketing Misfits.   Connect With Norman: Website Instagram X Facebook Group   Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you prepared to sell your business, or are there critical steps you might be missing?   In this episode of Sharkpreneur, Seth Greene speaks with Andy Cagnetta, CEO of Transworld Business Advisors, and takes us behind the scenes of business sales and acquisitions. With over 30 years of experience and a track record of successful transactions, Andy shares invaluable insights into what it takes to successfully sell or buy a business. From preparing your business for sale to navigating the complexities of the market, this conversation provides the knowledge entrepreneurs need to make better decisions for their future.   Key Takeaways: → The key systems and financial practices that make your business more valuable. → How to avoid common mistakes when preparing your business for sale. → Understanding the role of business brokers and how they help entrepreneurs. → How to sell your business without getting caught in analysis paralysis. → The future of business acquisitions and what buyers are looking for today. Andy Cagnetta, an IBBA Hall of Fame Inductee and CEO of Transworld Business Advisors, has led the company to global prominence since acquiring it in 1997. After relocating to Florida in 1995, Andy's exceptional performance helped him take ownership of the business brokerage and franchise organization. Under his leadership, Transworld has grown to over 1,000 brokers and 250+ franchisees worldwide, thanks to a strategic partnership with United Franchise Group in 2010. A recognized author, speaker, and trainer in business sales, valuation, and negotiations, Andy is also deeply committed to philanthropy. Through his signature event, "Andy's Family Pasta Dinner," he has raised over $2.5 million for LifeNet4Families. Dedicated to community, family, and professional success, Andy resides in Hollywood with his wife, Allison, and their two children, Rachel and Lauren.   Connect With Andy: Website Instagram X Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how rare earth and technology metals are driving the future of energy, technology, and global markets—and why smart investors can't afford to overlook them.   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Louis O'Connor, founder of Strategic Metals, who shares his journey into the world of rare earth and technology metals. With years of experience in the industry, Louis reveals how these critical resources are powering the future of energy, technology, and global markets. As a leading expert in the field, Louis explains why savvy investors should be paying close attention to this rapidly growing asset class.   Key Takeaways: → How investing in rare earth and technology metals provides unique opportunities for long-term growth in critical industries such as energy, AI, and defense. → How rare earth metals are essential for technological progress in the 21st century. → Why investing in these metals can be a strategic move, providing a hedge against traditional stock market volatility and economic uncertainty. → Why supply chain constraints cause scarcity-driven price spikes in rare earth metals like gallium and dysprosium. → How physical ownership and secure storage of rare earth metals enhance an investment portfolio by adding value while keeping liquidity and market access.    Louis O'Connor is the Founder and Principal of Strategic Metals Invest, the only global supplier that allows private investors to directly own strategic metals—including Technology Metals, Rare Earth Metals, Green Metals, and Rare Earth Elements. With over 30 years of experience and clients in more than 70 countries, Louis is a leader in a rapidly evolving industry that makes headlines worldwide. He is a highly sought-after expert, having appeared on CNBC, Cashflow Ninja, and other prominent platforms. His insights show how strategic metals provide a unique hedge against inflation, serve as a smart diversification strategy, and play a vital role in the global economy.   Connect With Louis:  Website X Facebook   Learn more about your ad choices. Visit megaphone.fm/adchoices

Seth Greene built a life-saving marketing agency—but not the kind you think.In this heart-wrenching episode, Seth reveals how a single ad campaign stopped a man from ending his life. What starts as a conversation about business becomes a raw, spiritual deep-dive into service, legacy, and becoming the kind of person your purpose requires.If you've ever doubted that your work can truly matter—this is your wake-up call.In this episode:Why your energy is more important than your marketing.How to transform your spiritual breakthroughs into business results.The power of ripple effect and why legacy starts inside.How this near-death health scare led to a life of impact and purpose.Go to InnerEmpirePodcast.com — that's the new show.→ He explicitly invites listeners to check out his newest podcast, Inner Empire, focused on spiritual and emotional work in business.If you want 30% off the Amazon price of my book… go to UltimatePodcastBook.com. That link is especially for Kellan's listeners.→ Exclusive discount CTA for his book: The Ultimate Guide to Growing Your Business With a Podcast.

What if you could achieve more in your business and personal life by doing less?   In this episode of Sharkpreneur, Seth Greene speaks with Ari Meisel, a renowned productivity expert and the founder of Less Doing, who shares his groundbreaking approach to doing less and accomplishing more. With over 15 years of experience, Ari teaches entrepreneurs how to optimize their time, automate tasks, and scale their businesses without burning out. From overcoming health challenges to transforming his productivity methods, Ari's insights will empower you to work smarter, not harder.   Key Takeaways: → Learn how working fewer hours can make you more productive. → Discover the most common productivity mistakes entrepreneurs make. → Find out how delegation and automation can revolutionize your workflow. → How to identify repetitive tasks and start automating them. → The key to keeping a high-performing team without micromanaging.   Ari Meisel is a productivity expert, entrepreneur, and the founder of Less Doing. After overcoming a debilitating battle with Crohn's disease, Ari reengineered his life, developing innovative systems to optimize, automate, and outsource everything that doesn't bring joy or growth. He has since taught these principles to thousands of entrepreneurs and major organizations including NASA, Google, the Department of Defense, Tony Robbins, and Daymond John. Ari's transformative methods have allowed him to run his business in less than 20 minutes a day while devoting his time to being a full-time husband and father of four. Through his work, Ari helps overwhelmed founders reclaim control of their time, energy, and businesses so they can build lives filled with purpose and freedom.   Connect With Ari: Website Instagram X Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how Concurrent is empowering RIAs with scalable solutions, autonomy, and strategic investments to drive business growth and enhance client service.   In this episode of Sharkpreneur, Seth Greene talks with Nate Lenz, co-founder and CEO of Concurrent, a platform created to support independent wealth management firms. Nate explains how Concurrent has evolved from a consulting firm to a leading force in the RIA space, managing over $13 billion in assets. He discusses how Concurrent helps RIAs grow by providing crucial back-office support, technology, and even minority equity investments. If you're an advisor aiming to expand or shift to independence, this episode offers useful insights into how Concurrent's innovative platform can boost your practice.   Key Takeaways: → How Concurrent helps independent advisors gain the benefits of scale without sacrificing autonomy. → The role of technology, compliance, and operations in enabling advisors to focus on client relationships. → The strategic investment model and how Concurrent is offering minority equity stakes in affiliated RIAs. → Insights into the cultural shift in the wealth management space, with more firms leaving traditional models for independence. → The challenges and rewards of scaling an RIA platform and attracting top talent in a competitive market.   Nate Lenz is the CEO and Co-Founder of Concurrent, a $7 billion OSJ-turned-RIA recognized as an InvestmentNews Best Place to Work in 2023. With over a decade of experience in the financial industry, Nate has built his career around supporting and empowering independent financial advisors to succeed without relying on traditional big-firm backing. Before launching Concurrent, he was Co-Founder and Managing Partner at I&A Consulting, specializing in mergers, acquisitions, and advisor recruiting. Earlier in his career, Nate served as Vice President of Succession Planning & Acquisitions at Raymond James Financial Services, where he led an in-house consulting team supporting more than 4,000 independent advisors. His experiences have fostered a strong commitment to helping advisors grow their businesses and navigate every stage of the entrepreneurial journey.   Connect With Nate: Website Instagram Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how Concurrent is empowering RIAs with scalable solutions, autonomy, and strategic investments to drive business growth and enhance client service.   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Nate Lenz, co-founder and CEO of Concurrent, a platform created to support independent wealth management firms. Nate explains how Concurrent has evolved from a consulting firm to a leading force in the RIA space, managing over $13 billion in assets. He discusses how Concurrent helps RIAs grow by providing crucial back-office support, technology, and even minority equity investments. If you're an advisor aiming to expand or shift to independence, this episode offers useful insights into how Concurrent's innovative platform can boost your practice   Key Takeaways: → How Concurrent helps independent advisors gain the benefits of scale without sacrificing autonomy. → The role of technology, compliance, and operations in enabling advisors to focus on client relationships. → The strategic investment model and how Concurrent is offering minority equity stakes in affiliated RIAs. → Insights into the cultural shift in the wealth management space, with more firms leaving traditional models for independence. → The challenges and rewards of scaling an RIA platform and attracting top talent in a competitive market.   Nate Lenz is the CEO and Co-Founder of Concurrent, a $7 billion OSJ-turned-RIA recognized as an InvestmentNews Best Place to Work in 2023. With over a decade of experience in the financial industry, Nate has built his career around supporting and empowering independent financial advisors to succeed without relying on traditional big-firm backing. Before launching Concurrent, he was Co-Founder and Managing Partner at I&A Consulting, specializing in mergers, acquisitions, and advisor recruiting. Earlier in his career, Nate served as Vice President of Succession Planning & Acquisitions at Raymond James Financial Services, where he led an in-house consulting team supporting more than 4,000 independent advisors. His experiences have fostered a strong commitment to helping advisors grow their businesses and navigate every stage of the entrepreneurial journey.   Connect With Nate: Website Instagram Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn how to grow, protect, and exit your business with expert tax and legal advice.   In this episode of Sharkpreneur, Seth Greene talks with Mark Kohler, America's #1 Tax & Legal Expert, who shares his journey in building a successful self-directed IRA business, his Main Street Certified Tax Advisor program, and how entrepreneurs can better handle the complexities of taxes and legal strategies. With over 2 million downloads and extensive experience, Mark discusses valuable insights on growing a business, tax planning, and setting yourself up for success.   Key Takeaways: → How it's important to wait for your business to mature before drawing income. → Why hiring the right people and building a strong team will help you scale your business. → Why business owners and tax professionals need to think outside the box. → How tax and legal strategies are intertwined and why entrepreneurs should not overlook them. → How upcoming changes in legislation might affect small businesses.   Mark J. Kohler isn't just another CPA—he's a wealth-building, tax-slashing, business-scaling expert who has been helping American entrepreneurs succeed for over 30 years. As Senior Partner at KKOS Lawyers, Co-Founder of Directed IRA (ranked No. 391 on Inc. 5000), a five-time bestselling author, Mark has been a trusted voice for small business owners nationwide. He's been named Tax Advisor of the Year and has appeared on Fox, Bloomberg, The Wall Street Journal, Yahoo! Finance, NBC, Wharton School of Business, and represented on the global stage at the World Economic Forum in Davos. Mark's Main Street Business podcast, Tax & Legal 360 events, social media platforms, and Main Street Professional Certification Program help simplify taxes, allowing thousands to keep more money, grow faster, and build lasting wealth.   Connect With Mark: Website Instagram TikTok X Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Why are we experiencing more pain and suffering in the best times to ever be alive?   In this episode of Sharkpreneur, Kevin Harrington and Seth Greene speak with Eric Edmeades, a renowned health and wellness expert, author, and Founder of WILDFIT, who shares his journey of building WILDFIT —a health program that has transformed the lives of over 100,000 people worldwide. Eric discusses the concept of evolutionary mismatch and how modern lifestyles clash with our ancestral design, leading to health issues like anxiety, addiction, and disease.   Key Takeaways: → The concept of evolutionary mismatch and how it's causing modern health issues. → Why ancestral health wisdom combined with modern solutions can lead to a better lifestyle. → The impact of modern food and lifestyle choices on our health and mental wellbeing. → Insights into how the food industry has led us astray and how we can correct course. → The role of technology in bridging the evolutionary gap for better health.   Eric Edmeades, a globally recognized keynote speaker, prolific entrepreneur, and recognized authority in health, practical psychology, and behavioral transformation, has made significant strides in the health and wellness industry. His revolutionary program, WILDFIT®, has positively transformed the lives of over 100,000 individuals across more than 130 countries, underscoring his innovative and impactful approach to health.   Connect With Eric:   Website Instagram X Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how financial advisors can stand out and grow their business by educating clients and using innovative marketing strategies.   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Andrew Healy, Partner and Co-Founder at Water & Wall, who shares his insights on how wealth management firms and RIAs can use digital marketing and public relations to stand out in a crowded industry. With over 20 years of experience in financial marketing, Andrew emphasizes the importance of building a strong personal and professional brand, creating educational content, and leveraging emerging channels, such as AI.   Key Takeaways: → Why building a personal brand for executives is crucial for attracting top talent. → The shift towards education-focused content in marketing financial services. → How to connect with next-gen clients and differentiate your firm from competitors. → The importance of consistency in educating clients and building trust. → How AI is reshaping digital marketing and making firms more efficient.   Andrew Healy splits his time between managing the agency's operations and growth and working closely with clients to tell their stories. As an entrepreneur, owner, and communications expert, Andrew's workday focuses on both his clients' success and his own. With more than 20 years of experience in marketing and communications, on both the agency and brand sides, he offers extensive knowledge from working with financial and professional services firms of all sizes. His dedication to excellence shows in his history of delivering impactful results, and his leadership is marked by a dynamic approach to navigating the constantly changing marketing and agency landscape. Andrew actively participates in the financial marketing community, serves as a 2025 PRSA-NY board member, is part of the PRSA's Banking & Finance section, and was included in PR Week's 40 Under 40 list.   Connect With Andrew:   Website Instagram LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

It's the 300th episode of Disruptive CEO Nation, and Allison Summers is flipping the script! Join her as she's interviewed by Seth Greene, CEO of Market Domination LLC, for a special celebration filled with powerful leadership insights, behind-the-scenes stories, and a look at the incredible journey that led to this milestone. You won't want to miss this!   Together, they revisit the journey that led to this milestone and share invaluable insights on leadership, business growth, and the power of storytelling. With deep reflections on her evolving mission and what it truly means to be a disruptive CEO, Allison reveals how the show has influenced her leadership style and impacted her guests. From breakthrough moments to hidden gems of wisdom, this episode is a testament to the impact of business storytelling and the incredible leaders that shape it.   Here are highlights:   -The Journey to 300 Episodes: Allison reflects on her podcast journey, from initial self-doubt to confidently hosting deep, meaningful conversations with top CEOs and thought leaders across the globe. -The Power of Storytelling: Seth shares how Disruptive CEO Nation has embraced the art of storytelling to build authentic, profitable relationships for listeners, proving that the right message reaches the right ears at the right time. -Leadership Lessons: Allison discusses how her perspective on leadership has evolved through her conversations with innovative leaders, highlighting the importance of adaptability, trust, and fostering culture. -Impactful Guests & Global Business Insights: Allison shares touching stories of inspiring guests from around the world, including female entrepreneurs breaking barriers and global leaders shifting the way business is done. -Advice for Disruptive CEOs: Seth and Allison dive into what it takes to be a disruptive CEO, with Allison stressing the importance of resilience, self-awareness, and staying true to your mission in business.   Features:   Seth Greene is Chief Executive Officer at Market Domination, one of the fastest growing privately held marketing firms. Seth is the only person to be nominated 3 years in a row for Dan Kennedy's prestigious Marketer of the Year award. He is the author of the Ultimate Podcast Book, how to grow your business with a podcast.   https://www.marketdominationllc.com/   A note from the producer:   Shout out to you, the listeners, and to Allison! Allison, your weekly stories are so inspiring and I am so happy to be here celebrating 300 episodes with you. This milestone is truly an accomplishment. So excited to see the next one!   Connect with Allison: Feedspot has named Disruptive CEO Nation as one of the Top 25 CEO Podcasts on the web, and it is ranked the number 6 CEO podcast to listen to in 2025! https://podcasts.feedspot.com/ceo_podcasts/ LinkedIn: https://www.linkedin.com/in/allisonsummerschicago/ Website: https://www.disruptiveceonation.com/    #CEO #leadership #startup #founder #business #businesspodcast  Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you ready to invest in sectors that are shaping the future, but often overlooked by traditional VCs?   In this episode of Sharkpreneur, Seth Greene speaks with Emily Dinu, founder of Numinous Capital, who shares her journey of building a venture capital firm that focuses on long-term, high-impact investments in overlooked industries such as defense tech, biotech, and energy. With a patient capital approach and an emphasis on visionaries, Emily is driving innovation in sectors with significant growth potential. Join us as she discusses the challenges and opportunities of funding unconventional ventures that can bring about real, lasting change.   Key Takeaways: → The importance of non-dilutive funding and pacing capital for long-term growth. → Understanding the differences between typical software startups and more complex, scientific ventures. → Why it's crucial to approach investment with a mindset focused on exit, not just growth. → The challenge of helping entrepreneurs pitch their vision as a company, not a science project. → How becoming a successful entrepreneur requires more than charisma.   Emily Dinu is the Founding Partner of Numinous Capital, an early-stage venture firm that supports founders who address generational challenges with intelligence, boldness, and precision, especially in overlooked markets like the American South and along the coasts. Her career started in operations, where she built companies and tackled issues others had neglected. Today, she invests in companies that create jobs, push the boundaries of possibility, and challenge complacent capital. Numinous' philosophy is based on strategic advantages and economic renewal. Emily believes the strongest returns come from those underestimated by the market but proven in execution.   Connect With Emily: Website   Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Learn how to build lasting wealth while making a meaningful impact through long-term investing, smart impact strategies, and navigating today's complex market.   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Ryan Zabrowski, author of Time Ahead: Investor's Guide to Prosperity and Impact, who shares his unique approach to long-term investing that balances financial growth with social responsibility. With over twenty years of experience as a portfolio manager and a background in the Marine Corps, Ryan provides practical insights on impact investing, market cycles, and maximizing returns. He also discusses how emerging trends, such as longevity science, are shaping the future of investing and prosperity.   Key Takeaways: → Explore the core principles behind balancing prosperity and impact in investing. → Learn how long-term focus and price discipline drive successful portfolio management. → Understand common misconceptions about impact investing and how to align it with financial goals. → Discover how emerging trends, such as longevity science, could transform market expectations. → Practical advice for individual investors looking to incorporate impact strategies into their portfolios.   Ryan Zabrowski, CFP®, is an experienced investment advisor and portfolio manager with over twenty years of background in financial and investment management. He has collaborated with well-known institutions such as the Washington University Endowment, Morgan Stanley, and Merrill Lynch before joining Krilogy in 2019. Ryan earned a B.S. in Finance from the University of Missouri and an M.S. in Finance from Golden Gate University. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a member of both the Chartered Financial Analyst Institute and the American Finance Association. In 2024, Ryan published Time Ahead, an investing strategy book that summarizes decades of research into an easy-to-understand guide for building long-term wealth.   Connect With Ryan: X LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

In a world of constant change, understanding consumer behavior and using innovative tools like AI and neuroscience is essential for staying ahead in marketing.   In this episode of Sharkpreneur, Seth Greene speaks with Alexandra Michelle Gonzalez, founder of Savvy Marketers, who shares her extensive knowledge gained over 30 years in the marketing industry. From her time at Johnson & Johnson to leading a successful marketing firm, Alexandra now focuses on helping businesses navigate uncertainty using AI, neuroscience, and consumer insights. Her company utilizes a proprietary AI model to identify emotions, sentiments, and cultural nuances that influence business decisions, enabling them to deliver greater value.   Key Takeaways: → How Savvy Marketers helps clients understand consumer behaviors with AI and neuroscience. → Why staying resilient and proactive during uncertain times is critical. → How understanding consumer needs and wants drives better communication and marketing strategies. → Savvy Marketers provides practical and cost-effective solutions for businesses looking to leverage AI and data for growth. → Savvy Marketers use a customer-centric approach that combines research, innovation, and creative problem-solving.   Alexandra Gonzalez is an award-winning entrepreneur, global marketer, and relentless innovator with over 25 years of experience. In 2012, after the birth of her premature identical twins, she founded Savvy Marketers to create a marketing firm that transforms businesses, brands, and teams, unlocking breakthrough growth in their markets. As the leader of Savvy Marketers, Alexandra provides strategic guidance to top executives on areas such as strategic planning, category expansion, new product innovation, and operational excellence. She has driven growth and innovation across industries including private equity, healthcare, and food. Alexandra holds an MBA from Harvard's Executive Business Program and a certification in design thinking from Stanford University. Outside of work, she is actively involved in charitable and civic boards, including the March of Dimes, and is a passionate advocate for premature babies and women's health.   Connect With Alexandra: Website Instagram Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Looking to scale your business while staying ahead of the competition? Discover how one entrepreneur turned a simple idea into a rapidly growing global business with smart strategies and innovations.   In this episode of Sharkpreneur, Seth Greene speaks with Arno Vis, founder of OpenProvider, who has built a global business specializing in wholesale domain registrations. With a team of over 100 members across 26 countries, Arno shares how he grew his business by offering unique membership pricing and focusing on automation and AI. He discusses his entrepreneurial journey, the power of forecasting, and how emphasizing team culture and innovation has led to OpenProvider's success.   Key Takeaways: → The role of forecasting in business strategy and cash flow management. → How AI and automation can streamline operations and improve efficiency. → How cultural diversity in a remote team can impact business growth. → How learning from failure can help shape business success. → The importance of understanding customer needs in a competitive market.   Arno Vis has over 30 years of experience in building successful businesses, including Hosting Concepts, Openprovider, and Procys. Born and raised in the Netherlands, he currently resides in Barcelona, Spain.   Connect With Arno: Website Instagram X Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the key to growing your financial practice wasn't just helping clients build wealth, but helping them live longer, healthier, and happier lives?   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Jon Sabes, the founder of LongevityFP, a financial services entrepreneur, a longevity expert, and the author of Healthy, Wealthy, Longevity: Your Blueprint for a Happier, More Prosperous Future. As the founder of LongevityFP and a former CEO of a public company, he shares how he combines cutting-edge science with holistic financial planning to help advisors and clients rethink wealth through the lens of health, purpose, and happiness. Drawing on insights from Blue Zones and epigenetics, as well as retirement strategies, this conversation is a must-listen for forward-thinking financial professionals.   Key Takeaways: → How longevity science is reshaping financial planning and client relationships. → Learn why traditional wealth strategies may be missing a key factor: lifespan. → Explore the connection between health, happiness, and financial independence. → Discover how Blue Zone principles can foster deeper client engagement and achieve better outcomes. → How advisors can grow their practices with purpose-driven lead generation.   Jon Sabes is an entrepreneur, author, and pioneer in the longevity and financial services industry. With a focus on how longevity impacts every aspect of financial planning, Jon is dedicated to helping individuals achieve their dreams through good health and financial prosperity. Jon has launched multiple ventures and authored works that bridge the gap between wellness, financial planning, and longevity science.   Connect With Jon:   Website Instagram Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Struggling to gain financial clarity in your business? Discover how strategic financial insights can transform your company's future.   In this episode of Sharkpreneur, Seth Greene speaks with Natalia Zacharin, founder of Zacharin Consulting, a company that specializes in helping entrepreneurs build profitable and resilient businesses. Natalia explains the vital role of fractional CFO services, how business owners can avoid costly financial mistakes, and why forecasting is key to achieving long-term success. Her consulting firm offers essential tools and strategies for business owners looking to manage their financial future effectively.   Key Takeaways: → The importance of having a fractional CFO for financial clarity. → Why many business owners fail to leverage their financial data effectively. → The value of tracking revenue metrics and cash flow for sustainability → How a strong company culture and the right hiring process support business success. → How the key to business growth is consistent financial analysis and planning.   Natalia Zacharin is the founder of Zacharin Consulting, an elite accounting firm dedicated to empowering business owners to take control of their financial health and build resilient enterprises. After years of experience with various firms, she launched Zacharin Consulting in 2019, combining her expertise with a passion for helping entrepreneurs succeed. Under Natalia's leadership, the firm has evolved into more than just an accounting service; it offers strategic bookkeeping, remote CFO services, and financial intelligence programs that provide clarity and direction for businesses. Natalia's approach emphasizes personalized service, adaptability, and a deep understanding of her clients' unique challenges, establishing her as a trusted advisor in an ever-changing economic environment. Her work reflects a commitment to fostering growth and resilience in businesses navigating the complexities of entrepreneurship.   Connect With Natalia: Website Learn more about your ad choices. Visit megaphone.fm/adchoices

What happens when a 12-year-old flips the script and interviews her dad about fatherhood? In this heartwarming Father's Day special, Lillie Greene turns the tables on her father Seth, diving deep into the lessons, challenges, and beautiful moments that define being a dad. In this touching Father's Day episode of Whinypaluza, Seth Greene takes over as guest host while his daughter Lillie conducts an intimate interview about fatherhood. From discussing the biggest parenting lessons to sharing favorite memories, this conversation reveals the authentic, unfiltered reality of father-daughter relationships. Seth opens up about learning patience, dealing with sleep deprivation, and the incredible journey of watching his children grow. The episode captures both the challenges and profound joys of parenting through the lens of a father who's learned that sometimes the best thing you can do is simply listen. 5 Key Takeaways ➤ Patience and kindness are foundational parenting skills - Seth emphasizes that learning to be patient and kind, rather than jumping in to solve every problem, has been one of his biggest growth areas as a father. ➤ Children's emotional states aren't always about you - One of the most important lessons for new dads is understanding that when children are upset, cranky, or difficult, it's often not about something the parent did wrong - they might just be tired, hungry, or stressed. ➤ Work-family balance requires intentional presence - Despite running multiple businesses, Seth has made it a priority to be home for dinner and attend virtually every important event in his children's lives over 18 years of parenting. ➤ Each child is unique and will surprise you - Even with previous parenting experience, Seth learned that each child is different and brings their own personality, energy, and challenges that require adapted approaches. ➤ The most rewarding moments are watching your children succeed and be happy - Seth's favorite part of being a dad is watching his children "crush it" at things they love, seeing them proud of themselves, and witnessing their growth as individuals. Notable Quotes from Seth Greene "I think the more I grow as a father that helps me as a leader, that helps me as a business owner, that helps me as a husband. I think that every lesson I learned at home is equally applicable to work and my relationships with other people." "Your kids are going to love you no matter what, and you will never be the same, and it's the most beautiful, magical thing you'll ever do." A Father's Day Message To all the dads listening - whether you're a new father just beginning this incredible journey, or a seasoned parent watching your children grow into amazing humans - remember that showing up is everything. Your presence, your patience, and your unconditional love create the foundation for your children's entire world. As Seth and Lillie remind us in this episode, it's not about being perfect; it's about being there, growing alongside your children, and never giving up on them or yourself. Happy Father's Day to all the dads who are doing their best, learning as they go, and loving fiercely every step of the way. Learn more about your ad choices. Visit megaphone.fm/adchoices

Here's a wild stat to kick things off: According to HubSpot, 61% of marketers say generating traffic and leads is their number one challenge. And yet—some marketers don't just generate leads… they create systems that turn leads into raving fans, repeat buyers, and lifelong customers. That's where today's guest comes in. Seth Greene is a…

ADHD doesn't need to hinder entrepreneurial success. Discover how to harness your unique strengths and transform chaos into opportunity.   In this episode of Sharkpreneur, Seth Greene speaks with Skye Waterson, an ADHD strategist and founder of Unconventional Organisation. Skye specializes in helping entrepreneurs, executives, and business owners embrace their ADHD strengths, such as creativity and problem-solving, while implementing systems to stay focused and avoid burnout. Additionally, Skye shares how to build customized systems that not only manage ADHD but also fuel business growth and success.   Key Takeaways: → Common misconceptions about ADHD management for business owners. → Understanding the connection between ADHD and entrepreneurial success. → The importance of customizing business systems to fit ADHD strengths. → The role of dopamine and focus in managing ADHD for productivity. → How to build clarity, confidence, and balance in business with ADHD strategies.   Skye Waterson is an ADHD strategist and the founder of Unconventional Organisation, a multi-six-figure business that helps entrepreneurs turn their ADHD into their greatest asset. When Skye was diagnosed with ADHD during her PhD, she realized that mainstream productivity advice didn't work for her. So, she took matters into her own hands—researching, testing, and perfecting strategies that truly help. Today, she equips coaches, consultants, founders, and executives with the same ADHD-friendly systems.   Connect With Skye: Website Instagram Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Imagine preserving your family's history in a way that future generations will treasure forever—this isn't just storytelling, it's legacy-building.   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Chance McClain, the founder of Heritage Films, who shares his unique journey from traditional graphic design to becoming a leader in preserving family legacies through high-quality documentary filmmaking. With over 800 films created, Chance's company specializes in crafting deeply personal films that go beyond ordinary storytelling to capture the essence of family history and values. Heritage Films stands apart with its commitment to cinematic excellence and its ability to make every film feel like a heart-to-heart conversation that transcends generations.   Key Takeaways: → Learn why family stories deserve to be preserved in cinematic quality. → How a traditional 2-3 day filming process results in a deeply personal documentary. → The impact of high-quality, emotionally charged documentaries on family legacies. → How Heritage Films operates remotely, offering flexibility while maintaining a personal touch. → The value of preserving family history through documentaries, not just stories.   Chance McClain is a creative powerhouse, blending a rich background in filmmaking, radio, and theater with a passion for storytelling. As the founder of Heritage Films, Chance has created more than 800 feature- length documentaries, celebrating family stories and life legacies. His work has connected generations, preserving the essence of individuals and families through visually stunning films.   Today, Chance leads his team at Heritage Films with a heartfelt commitment to authenticity, merging technical expertise with an artistic touch. Whether inspiring others to embrace their past or discussing the art of storytelling, he captivates audiences and helps them see the value in preserving their own legacies.   Connect With Chance: Website Instagram X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Thinking of selling your business? Discover key strategies for pricing, preparation, and attracting the right buyers to ensure a smooth and successful transaction.   In this episode of Sharkpreneur, Seth Greene speaks with David Barnett, a seasoned business transaction advisor and author who shares his extensive expertise in the small and mid-market business sale process. As the creator of popular programs like How to Sell My Own Business, David helps entrepreneurs navigate the complexities of business valuation and sales. In this episode, he discusses common pricing mistakes, the importance of seller empathy, and how to prepare your business for a successful sale.   Key Takeaways: → How overpricing a business can repel the right buyers. → Key factors to consider when determining the right time to sell. → The difference between strategic buyers and individual entrepreneurs. → Why most small businesses are sold to individual buyers, not private equity groups. → How seller empathy can help adjust expectations and improve deal outcomes.   David Barnett, BBA, CMEA, is a seasoned expert in small and medium-sized enterprises, with over two decades of experience in business development, commercial debt solutions, and business brokerage. A graduate of the Williams School of Business at Bishop's University and the Electronic Commerce Management Program at UNBSJ, David has built a strong foundation in understanding the challenges entrepreneurs face. His career spans roles as a major account representative at Yellow Pages, a successful small business owner, and the founder of Advantage Liquidity Partners Ltd. He later became a Certified Business Intermediary and a Certified Machinery/Equipment Appraiser. As the author of several best-selling books, including How to Sell My Own Business, David now works with entrepreneurs globally, helping them buy, sell, and manage their businesses for growth and success.   Connect With David: Website Learn more about your ad choices. Visit megaphone.fm/adchoices

What inspires someone to step up, show up, and serve—over and over again? In this heartfelt episode, Rebecca Greene shares her emotional journey of receiving the Service to Youth Award. What started as simple classroom volunteering for her children grew into full-blown community leadership. From fundraising for playgrounds to shaping school culture through events and advocacy, Rebecca's story is a powerful reminder that volunteering changes lives—including your own.Joined by her husband and co-host, Seth Greene, the two reflect on the night of the award, the community that made it possible, and the deep personal fulfillment that comes from giving back. Key Takeaways➤ Volunteering often begins as something you do for your kids—but can turn into a purpose-driven mission.➤ Building strong homeschool connections truly helps students thrive.➤ Big moments like “Kids Day” and “Billy's Bash” are cornerstones of school spirit and community.➤ Giving back fills your own cup—bringing joy, friendships, and personal growth.➤ When you lead with service, you become the role model your children truly learn from. Want more insight and inspiration from Rebecca?Be sure to read the full blog at: https://www.whinypaluza.com/blog-posts/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how one startup is transforming the trillion-dollar housing industry by mass-producing foldable homes that ship like furniture and build like Legos.   In this episode of Sharkpreneur, Seth Greene speaks with Galiano Tiramani, the founder and CEO of Boxabl, who shares how his revolutionary foldable housing concept is disrupting the construction industry. Under his leadership, Boxabl has achieved unicorn status, raised over $200 million from 50,000 investors, and received endorsements from figures like Elon Musk. In this conversation, Galiano reveals how scalable design, factory-built homes, and viral crowdfunding are transforming the future of affordable housing worldwide.   Key Takeaways: → How factory-built homes could transform the future of affordable housing. → Why folding houses may be the key to solving the global housing crisis. → How regulatory roadblocks can slow innovation and how to overcome them. → What it takes to scale a physical product at startup speed. → Uncover the future of customizable, quickly built housing communities.   Galiano Tiramani is the Founder and CMO of BOXABL. Under his leadership and brilliant marketing strategies, BOXABL has raised over $170 million from more than 40,000 individual investors. With a successful startup pedigree under his belt, including a cryptocurrency ATM network and a Cannabis startup, Galiano has placed BOXABL at the forefront of disrupting the housing industry. With over 190,000 pre-orders* and notable celebrity endorsements from Elon Musk and many more, Galiano has helped turn BOXABL into a $3 billion unicorn.   Connect With Galiano: Website Instagram Instagram YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

What if everything you've been taught about managing your money as a business owner was wrong, and the real path to lasting wealth starts with becoming your own bank?   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with M.C. Laubscher, founder of Producers Wealth and creator of the Cashflow Ninja platform, who explains why traditional financial advice often fails business owners. He discusses how building your own banking system can unlock true financial freedom, accelerate your business growth, and safeguard your wealth in the long term. In this conversation, you'll uncover powerful strategies for taking control of your capital, sidestepping the pitfalls of Wall Street, and predictably multiplying your wealth.   Key Takeaways: → Why conventional financial advice could be sabotaging your business growth. → The key mindset shift that separates struggling entrepreneurs from wealthy ones. → How to build your own banking system without relying on Wall Street. → The biggest mistake business owners make once they start generating real cash flow. → How Cashflow Ninja influences over 7 million people worldwide.   M.C. Laubscher is a wealth strategist and the founder of Producers Wealth, where he assists business owners across the U.S. in implementing advanced financial strategies to build freedom and lasting legacies. He is the creator and host of the globally recognized podcast Cashflow Ninja, along with its accompanying shows, Cashflow Investing Secrets and Cashflow Ninja Banking, which reach millions of listeners and have earned recognition from Entrepreneur Magazine as one of the top 48 podcasts for entrepreneurs. A best-selling author of The 21 Best Cashflow Niches™ and Get Wealthy for Sure™, M.C. has also been featured in the Forbes Finance Council and The Million Dollar Round Table. As a frequent guest on leading business podcasts and a sought-after speaker, he equips audiences with practical tools to achieve financial independence and create generational wealth through alternative cashflow strategies.   Connect With M.C.:   Website X Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Ready to break free from the grind and build wealth on your own terms? Discover how to create low-risk, high-reward passive income streams that lead to true financial freedom.   In this episode of Sharkpreneur, Seth Greene speaks with Justin Donald, #1 Wall Street Journal bestselling author of "The Lifestyle Investor" and host of the top-ranked "Lifestyle Investor Podcast." He shares how he built a life of freedom through low-risk, high-reward cash flow investments. As the founder of The Lifestyle Investor, the leading financial education company for passive income and financial independence, Justin reveals how to shift from trading time for money to building sustainable wealth. In this interview, he unpacks the strategies used by billionaires and outlines how everyday investors can follow a similar path to financial freedom.   Key Takeaways: → Why rethinking your income strategy could be the key to true freedom. → The biggest mindset shift most people miss when it comes to wealth. → What successful investors know about time and leverage that others don't. → The overlooked asset classes that could change your financial future. → The surprising truth about what the ultra-wealthy really invest in.   Justin Donald, called the “Warren Buffett of Lifestyle Investing,” is the #1 bestselling author of The Lifestyle Investor: The 10 Commandments of Cash Flow Investing for Passive Income and Financial Freedom. As founder of The Lifestyle Investor, he specializes in low-risk cash flow. investing, simplifying complex financial strategies, and structuring deals. A seasoned investor and entrepreneur, Justin has served as a SXSW investor judge and spoken at notable venues like Texas Ranger Stadium. Through his Lifestyle Investor Mastermind, podcast, and consulting program, Justin coaches entrepreneurs and executives to “create wealth without creating a job.”   Connect With Justin: Website Instagram X LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Marketing expert Seth Greene joins host Bradley Hamner to share powerful strategies for small business owners looking to elevate their operations beyond day-to-day tasks. From his unique journey as a musical theater student turned marketing authority, Seth reveals how direct response marketing principles can transform businesses and why understanding your target market is crucial for sustainable growth.Seth Greene is the founder of Market Domination LLC, a direct response marketing agency he's operated for 18 years. He co-hosts the Sharkpreneur podcast with Kevin from Shark Tank and transformed his own career using Dan Kennedy's marketing principles, going from last-ranked advisor at a Fortune 500 company to top 30 nationwide in just two years.Seth emphasizes that successful marketing starts with a fundamental principle from Dan Kennedy: "The business that can spend the most to acquire a customer wins." This shifts focus from traditional brand building to measurable, direct response marketing that delivers trackable results.Understanding Your Target MarketThe conversation highlights the critical importance of knowing where your audience spends their time. Seth advises business owners to "fish where the fish are" by selecting marketing platforms based on actual audience demographics rather than personal preferences or popular trends.Self-Liquidating Offers (SLOs)One of the most powerful strategies discussed is the concept of getting paid to acquire customers through Self-Liquidating Offers. This approach allows businesses to offset customer acquisition costs while building their customer base.The Trust ChallengeSeth addresses the modern marketing challenge of decreasing consumer trust and longer sales cycles. He stresses the importance of middle-funnel nurturing processes and fixing operational issues before scaling lead generation efforts.Lead Magnets That WorkThe discussion covers creating effective lead magnets that are "useful but incomplete" - providing genuine value while naturally leading prospects toward your paid offerings.Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!

Do you ever feel like life is one big race—and you're not sure who signed you up for it?  On this lively episode, Rebecca and Seth Greene pull back the curtain on why so many of us are always rushing around (spoiler: it's not just you, and it's not just moms!). They share real-life stories, relatable struggles, and hard-earned wisdom for anyone desperate to slow down, set better boundaries, and actually enjoy the ride—even if the weeds in your backyard are winning. 5 Key Takeaways: ➔ Notice your triggers: Identify what sets off your rushing—morning chaos, deadlines, or your own high expectations. ➔ Set boundaries and say no: You can't do it all. Get comfortable with setting limits, even if your calendar protests. ➔ Anchor yourself with mindful breaks: Use simple pauses like breathing at red lights, enjoying lunch, or clarity breaks to slow your pace. ➔ Focus on one thing at a time: Multitasking may feel productive, but single-tasking leads to less stress and better results. ➔ Shift your time mindset: Remind yourself you have enough time for what matters. The kitchen doesn't need to be spotless every night, and the world won't end if your to-do list rolls over to tomorrow. Favorite Quote: “If I look at time differently, I'm not going to feel so rushed through my day.” — Rebecca Greene Listen & Connect: Catch all episodes and resources at whinypaluza.com. Like, share, rate, review, and subscribe to help the podcast reach more people (and help more moms breathe easier)! Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how to launch and grow a successful business by leveraging what you already have, avoiding common startup mistakes, and finding your true niche with proven strategies.   In this episode of Sharkpreneur, Seth Greene speaks with Boomy Tokan, author of The Adaptive Startup System and mentor to over 1,000 businesses, who shares his proven methods for launching and scaling businesses using existing resources. With over 300,000 students across 49 Udemy courses and 8 million views on Quora, Boomy offers unique insights on how to avoid common entrepreneurial pitfalls and find your ideal niche. He also discusses how leveraging technology, such as customized GPTs, can inspire innovative business ideas tailored to your skills and passions.   Key Takeaways: → Why leveraging existing resources is key to launching a successful business. → How to avoid common mistakes entrepreneurs make when starting. → Why it's essential to find and focus on your ideal niche. → How customized AI tools can generate unique business ideas tailored to you. → Why entrepreneurs should rely on their mentors for guidance.   Boomy Tokan is a small business consultant, speaker, and author. He has helped over 1000 enterprises go from the "idea stage" to a Startup. Boomy Tokan holds an honors degree in Business & Finance from Greenwich University. He writes business and Christian books. He is the author of How to Write Your First Business Plan, Business Funding Secrets, Feel the Fear and Start Your Own Business Anyway, How I Went From Zero to 30,000 Facebook Likes in 30 Days, and five other best-selling books.   Connect With Boomy: Start Your Own Business Academy Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Think all CPAs just file taxes? Chase Insogna is flipping the script—offering proactive advice that helps entrepreneurs save thousands and scale smarter.   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Chase Insogna, founder of Insogna CPA, who shares how he built a 20-person, women-led accounting firm that does more than crunch numbers—it delivers strategic insight and value-add advisory services to small business owners. From entity structure mistakes to missed deductions and real-time dashboards, Chase reveals what your CPA should be doing for your bottom line.   Key Takeaways: → Why skipping an S corp setup could cost entrepreneurs thousands in unnecessary taxes. → How custom dashboards give business owners real-time insights that drive better decisions. → The truth about unlicensed tax preparers – and what CPAs offer that TurboTax and TikTok pros can't. → How ranking high on Google generates organic growth.  → Why a modern CPA firm prioritizes client education while offering proactive strategies and on-demand support—even during tax season.   Chase Insogna is an expert in tax planning and financial management, boasting over two decades of experience. As the founder and president of Insogna CPA in Austin, Texas, his skilled team is dedicated to transforming the financial futures of many valued clients through strategic tax planning and advisory services, particularly in the e-commerce sector. His firm is known for its proactive approach, timely communication, transparent pricing, and exceptional client service. Recently recognized on the Inc. 5000 Region List for four consecutive years, Chase and his team are committed to helping business owners achieve financial freedom by sharing practical advice and insights while leveraging their expertise for business growth.   Connect With Chase:   Insogna CPA Instagram X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

From a lucrative Wall Street job to transforming a struggling factory into a $250M indoor air quality company, explore the journey of building a business through resilience, innovation, and strategic logistics.   In this episode of Sharkpreneur, Seth Greene speaks with David Heacock, founder and CEO of Filterbuy. He shares his remarkable journey from Wall Street to building a $250 million indoor air quality business. After leaving his high-paying job at Goldman Sachs, David purchased a struggling family business, shifted to manufacturing air filters, and scaled it into the world's leading company in the industry. In this episode, he discusses his entrepreneurial journey, overcoming challenges, and his emphasis on logistics and manufacturing, which has led him to expand into new ventures like Filter By HVAC Solutions.   Key Takeaways: → How focusing on logistics and direct-to-consumer manufacturing can be a game changer. → The unexpected challenges of transitioning from finance to manufacturing. → Key strategies for scaling a business from a small operation to a $250M success. → How a global crisis like COVID-19 became an opportunity to expand operations and strengthen the business's footprint. → Why narrowing focus and resisting the urge to diversify too quickly can be the key to sustainable growth.   David Heacock is the founder and CEO of Filterbuy, a leading company in the indoor air quality industry. Driven by a passion for enhancing indoor environments, David has guided the company's growth from a niche player in the direct-to-consumer pleated air filter market to a major force in the industry. Under his leadership, Filterbuy has remained dedicated to manufacturing 100% of its products in America, focusing on creating stable employment opportunities in rural and underserved communities.   Connect With David: Filterbuy Instagram TikTok Facebook Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover the secrets behind scaling multimillion-dollar businesses as the founder of Skill for Impact shares his journey from Apple to marketing mastermind, helping top entrepreneurs achieve massive success.   In this episode of Sharkpreneur, Seth Greene speaks with Alessio Pieroni, the founder of Skill for Impact, who shares his journey from working at Apple to scaling a marketing agency that has helped entrepreneurs like Tony Robbins, Jordan Peterson, and Robert Kiyosaki achieve massive growth. With over a decade of experience, he led Mindvalley's expansion from $25 million to $75 million as CMO before launching his agency. Specializing in high-impact marketing strategies, he has masterminded successful webinars, challenges, and summits, including a book launch that became a New York Times bestseller with over 70,000 attendees.   Key Takeaways: → Learn how a career shift led to building a thriving marketing agency from the ground up. → Learn how funnels are used to scale businesses and achieve success without relying on referrals. → Discover the key elements that make webinars, challenges, and summits successful. → Find out how VIP upgrades boost conversions for high-ticket products. → Get insights into scaling from six-figure revenue to seven figures with tailored strategies.   Alessio Pieroni is a digital marketing consultant, expert, and speaker dedicated to scaling online education businesses from seven to eight figures. With over a decade of experience, he has helped generate more than $100 million in revenue for the companies he has worked with or consulted for. His expertise includes product marketing, growth marketing, data analytics, funnel marketing, and digital advertising. Alessio is known for creating high-impact content and campaigns that drive business growth. He is a firm believer in the power of online education to democratize learning and revolutionize the traditional education system. His work focuses on empowering businesses to achieve exceptional success through innovative digital marketing strategies.   Connect With Alessio: Alessio Pieroni Instagram Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices