Podcast appearances and mentions of seth greene

Most business owners don't realize they're building an exit they can't afford. In this episode of Sharkpreneur, Seth Greene interviews Marc Adams, Strategy Mentor & Business Exit Planner at Acquisitions4You, who shares how his work has helped provide $22B in funding support and why he now focuses on helping founders double business value in 12 months or less. After a stage-four cancer diagnosis during the pandemic and a life-changing conversation with his son, Marc pivoted his mission toward helping the “nine out of ten” owners who never get the outcome they need. He explains the Double and Keep It framework, designed to grow value fast while protecting owners from the usual traps of dilution, debt burdens, and painful exit costs. Key Takeaways:→ Most business owners don't get the value they expect when it's time to sell.→ Exit-math can be brutal, especially in states with high taxes. → Traditional private equity doesn't solve the real problem. → The “double and keep it” framework aims to achieve value growth without dilution or debt service. → This framework is meant to create a real retirement-grade exit. Marc Adams is a strategy mentor and business-exit planner who helps founder-led companies double enterprise value in 12–24 months and structure tax-efficient exits without heavy dilution or personal guarantees. He's helped take a company from roughly $140M to a $1B valuation and led a loss-making $18M-revenue business to a $140M exit. A bestselling author with Times Square features, Marc works closely with family offices and private capital, providing founders with a practical, buyer-aligned playbook for value creation, clean diligence, and better after-tax outcomes. Connect With Marc:Website: https://acquisitions4you.com/LinkedIn: https://www.linkedin.com/in/1marcadams/

What's the secret to growing a successful wealth management business? It's not just about the investments, it's about the deep relationships and personalized service you provide to clients. On this episode of The Registered Investment Advisor Podcast, host Seth Greene sits down with Adam Spiegelman, CFP®, Wealth Advisor at Spiegelman Wealth Management, who shares insights from his 25-year journey in the financial services industry, focusing on his recent transition to a Registered Investment Advisor (RIA). From managing $440 million in assets to building an RIA from the ground up, Adam reveals the challenges and strategies behind his firm's success. Tune in for valuable advice on client engagement, business growth, and the importance of personalized financial planning. Key Takeaways: → The breakaway decision is as emotional as it is operational. → “Living wealthy” is about permission, not just money. Enjoy the wealth you've spent decades building, whether that means travel, volunteering, or small lifestyle upgrades. → Transitioning away from third-party models allows for greater customization, cleaner fee structures, and stronger alignment with client goals. → Growth must align with values, not ego. Emphasize stabilizing systems and client experience before pursuing expansion, ensuring growth never compromises service quality. → Consistent saving beats flashy investment schemes. Save regularly, max out retirement accounts, and avoid chasing unrealistic returns. Adam Spiegelman is a Wealth Advisor with Spiegelman Wealth Management, which offers investment and wealth management programs and services for high-net-worth clients. The company's mission is to develop enduring relationships with clients by providing professional guidance for a lifetime of financial security. Adam Spiegelman can help create a complete financial plan - whether a client is focused on managing current financial success, or on protecting and preserving assets over the long term. Connect With Adam: Website: https://www.spiegelmanwealth.com/ LinkedIn: https://www.linkedin.com/in/adamspiegelman/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Your benefits plan may be getting more expensive for reasons unrelated to better care. In this episode of Sharkpreneur, Seth Greene interviews Chris Hamilton, Partner at Hotchkiss Insurance and a healthcare industry expert, who explains why employer health costs keep skyrocketing. He breaks down how misaligned incentives in traditional plans drive inflation and why mid-market employers often have far more control than they realize. You'll hear practical, modern strategies such as self-funding, direct agreements, and transparency tools that can improve coverage while reducing total costs for both companies and employees. Key Takeaways:→ Traditional compensation structures can incentivize higher premiums rather than better outcomes for employers and employees.→ When insurers own PBMs and other components, pricing can become a circular profit engine that justifies ongoing rate hikes. → If you reduce the underlying cost of care, the premium required to fund the plan naturally drops.→ The same procedure can vary dramatically in price across facilities, with no reliable correlation to quality. → Employers can contract directly with hospitals and concierge physicians to simplify access, improve care, and reduce both company and employee financial burdens. Chris Hamilton is a Partner at Hotchkiss Insurance in Texas, where he leads the employee benefits consulting practice. He specializes in managing healthcare and insurance costs to improve benefits coverage, reduce expenses, and enhance employee health outcomes. With over a decade of experience in corporate finance, Chris has advised clients across various industries, including private equity and oil & gas. In his free time, he enjoys traveling, working out, attending live music events, and spending time with family. Connect With Chris:Website: https://hotchkissinsurance.com/YouTube: https://www.youtube.com/@chrishamiltonbenefitsinsiderLinkedIn: https://www.linkedin.com/in/chamilton/

If your business only works when you're working, it's time to redesign how it runs. In this episode of Sharkpreneur, Seth Greene interviews Lady Jen Du Plessis, DC, The Scaling Architect, who shares how she went from knowing nothing about mortgages to becoming a top-producing leader who helped fund more than a billion dollars in loans. A celebrated Amazon best-selling author, podcaster, and TV host, she's helped more than 8,000 entrepreneurs transition from practitioner mode to scalable companies that don't require daily intervention. She breaks down the mindset shift, systems, and leadership habits that drive real harmony and long-term growth. Key Takeaways:→ Teams can't execute consistently without documented, repeatable processes.→ People struggle when they aren't empowered with clear workflows and expectations. → Scaling a business requires clarity about vision, values, and voice. → AI is useful, but it can't replace the human touch. → Know when to hire using lead indicators and KPIs, not out of desperation. Affectionately known as The Scaling Architect, Lady Jen Du Plessis is the Leading Expert in helping powerhouse business owners create a company that runs smoothly without them - achieving massive revenue growth while gaining more freedom and fulfillment in life with grace and ease. Who would have ever thought that little "Jenny Who Ain't Got a Penny," now Dame Lady Jen, a member of the Royal House of Cappadocia and the Royal Order of Constantine the Great and Saint Helen, would have become a numerous #1 Amazon best-selling author, host of 3 top ranking podcasts, and producer and host of her TV show Business on the Vine. Connect With Jen:Website: https://www.ladyjenduplessis.comInstagram: https://www.instagram.com/jenduplessis/X: https://x.com/JenDuPlessisFacebook: https://www.facebook.com/JenDuPlessis22LinkedIn: https://www.linkedin.com/in/jenduplessis/

Are you a high-income earner looking to build long-term wealth without spending more time on active investing? Learn the secrets of passive real estate investing and why it's the key to financial freedom. In this episode of Sharkpreneur, Seth Greene interviews Whitney Elkins-Hutten, Director of Investor Education at PassiveInvesting.com, Founder of Ashwealth.com, and Author of the #1 Bestseller Money for Tomorrow: How to Build and Protect Generational Wealth, who shares her journey from accidental real estate investor to expert in passive investing. With a wealth of experience, including a bestselling book Money for Tomorrow, Whitney explains how high-income earners can transform active income into passive income while capitalizing on cash flow and equity growth. If you're looking for ways to achieve financial independence, Whitney's insights on real estate investments and market strategies are invaluable. Key Takeaways:→ Passive investing enables high-income earners to focus on their jobs while building wealth through real estate.→ Diversification across asset classes is crucial for long-term financial success, especially as capital stacks grow. → Market dynamics, such as job and income growth, are critical factors in evaluating investment opportunities. → Deals should have clear paths to capital preservation, cash flow, and equity growth, with tax benefits as a bonus. → The current economic climate requires patience as investors must navigate volatility and identify genuine opportunities. Whitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com, founder of Ashwealth.com, and author of the award-winning #1 bestseller Money for Tomorrow: How to Build and Protect Generational Wealth. Through her proven wealth-building framework, Whitney empowers high-earning professionals and business owners to create secure, passive income streams that support a legacy of financial freedom for generations. With over $800MM in assets—including 6,500+ residential units, 15 express car washes, and 2,200+ self-storage units—Whitney guides clients to invest strategically, helping them confidently turn a single $100,000 investment into hundreds of thousands within a few years or millions over decades. Connect With Whitney:Website: https://www.passiveinvesting.com/welcome-whitney/https://ashwealth.com/ LinkedIn: https://www.linkedin.com/in/whitneyelkinshutten/

What separates investors who chase deals from those who consistently engineer successful exits?  On this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Scott Kelly, Founder and CEO of Black Dog Venture Partners, who shares his extensive experience in venture capital, having raised billions and facilitated over 30 successful exits. From his early days as a stockbroker to founding one of the largest investor syndicates in the tech space, Scott's journey offers invaluable insights into the rapidly evolving investment environment. Tune in as Scott discusses how AI is reshaping investment strategies, how startups can succeed in a competitive market, and the future of venture capital.   Key Takeaways: → Strong outcomes often stem from early positioning, strategic networking, and aligning founders with the right investors.   → Well-curated pitch forums create efficient deal flow, surface high-quality founders, and accelerate trust between investors and operators.   → Companies that generate real revenue attract better capital, partners, and exit opportunities.   → Today's investors must adapt to new technologies, faster cycles, and more competitive deal environments.  → Referrals and long-standing relationships consistently yield stronger investments than transactional deal sourcing.   Scott Kelly is the Founder and CEO of Black Dog Venture Partners, a national accelerator helping disruptive startups secure funding, forge strategic partnerships, and scale with executive support. With more than 20 years of experience across venture capital, marketing, sales, and leadership, Scott has guided hundreds of companies by leveraging a powerful network of over 13,000 investors and 40,000 business partners. He also produces VC Fast Pitch, a premier national event series that connects high-growth startups with top-tier investors. Beyond building companies, Scott is a college professor, mentor, and champion of leadership and personal development, sharing the journey with Melvin, the beloved black dog who inspired the brand. Connect With Scott: Website: https://blackdogventurepartners.com/ LinkedIn: https://www.linkedin.com/company/blackdogventurepartners/ Twitter/X: https://x.com/BlackDogCEO Instagram: https://www.instagram.com/blackdogceo Facebook: https://www.facebook.com/blackdogventurepartners   Learn more about your ad choices. Visit megaphone.fm/adchoices

Looking to raise capital and elevate your business? Discover how proximity, trust, and AI can be game changers in the world of family offices. In this episode of Sharkpreneur, Seth Greene interviews Richard Wilson, Founder & CEO of Family Office Club, who shares expert insights on navigating the world of family offices, capital raising, and building trust with investors. With 18 years of experience and a reach of 18 million across his social platforms, Richard discusses the power of proximity to highly successful entrepreneurs and how leveraging AI tools can give you an edge in investor relations. Tune in as he unveils the mental models and strategies that have helped him build a thriving community of capital-raisers and investors. Key Takeaways:→ Surrounding yourself with highly successful entrepreneurs and investors elevates your thinking and expands your opportunities. → The most important aspect of pitching is building trust before presenting. → Pitching without adding value or establishing trust is a common mistake among capital raisers. → Leveraging AI tools can significantly enhance decision-making, messaging, and client engagement for capital raisers. → Live events where investors and capital-raisers can meet face-to-face increase the chances of success by 16 times. Richard C. Wilson is the founder of the Family Office Club, a global investor community with millions of members and dozens of live events each year, serving professionals in the family office and private wealth sectors. He has built the leading media platform in this niche, including the most-visited website, the top-ranked podcast, and the most-watched YouTube channel dedicated to family offices.Richard is also the creator of Investor Super Intelligence, an AI platform that models how investment deals are sourced, evaluated, and closed, based on thousands of investor conversations and real-world deal workflows. He is the author of 13 books, has spoken on over 1,000 stages and podcasts across 20 countries, and runs Billionaires.com, a leading resource on the mental models and strategies of ultra-high-net-worth families. Connect With Richard:Website: https://familyoffices.com/Instagram: https://www.instagram.com/familyofficeclub/Facebook: https://www.facebook.com/familyofficeclubLinkedIn: https://www.linkedin.com/company/familyoffices/YouTube: https://www.youtube.com/@FamilyOfficeClub

If you're looking to scale your business without breaking the bank on full-time hires, fractional staffing could be the game-changer you need. In this episode of Sharkpreneur, Seth Greene interviews Nicole Grinnell, 2x Business Founder of Bosun Solutions and Mic'd Up Booking, who shares her entrepreneurial journey from executive assistant to building a staffing solutions business that helps small businesses thrive. With over nine years of experience, Nicole discusses the benefits of fractional staffing and virtual assistants, offering affordable and flexible solutions for growing companies. Tune in to learn how fractional teams can help you scale your business efficiently, avoid hiring mistakes, and create a well-balanced work-life environment. Key Takeaways:→ There is a growing need for fractional staffing solutions among small businesses. → Fractional teams provide the flexibility to scale without the overhead of full-time employees. → The difference between traditional staffing and fractional work, and how they complement each other. → The role of personality assessments in ensuring a successful candidate-client match. → Common hiring mistakes small businesses make and how to avoid them. Nicole Grinnell comes from a long line of entrepreneurs and small business owners. She is a 2x business owner and launched her first business, Bosun Solutions, in 2017. As the daughter of a small business owner turned corporate executive support, she has unique insight into the needs entrepreneurs and CEOs face when scaling their businesses. Her entire career has been defined by finding a work-life balance, from working for her family business to getting married, having children, and climbing the corporate ladder. She is now married and has two teenage children, and her businesses have grown to $2 million in revenue. Her goal is to help other small businesses succeed. Connect With Nicole:Website: https://www.bosunsolutions.com/Instagram: https://www.instagram.com/bosunsolutions/Facebook: https://www.facebook.com/bosunsolutions/LinkedIn: https://www.linkedin.com/company/bosunsolutions/

We are bringing back a true fan favorite from 2024. As the Greene family is grieving the loss of their sweet dog, Tanner, this conversation feels like the kind of steady, supportive reminder we all need, especially when life feels heavy. If you have kids (or love someone who does), this one is worth a re-listen.Building self-confidence in children is a pivotal aspect of their development, and there are practical ways to strengthen it without adding pressure or unrealistic expectations.Join Rebecca Greene, Whinypaluza's podcast host, and her husband, Seth Greene, CEO of Market Domination LLC, as they share their perspective on what actually helps kids build confidence. They talk about encouraging children to try new things, discover their passions, and focus on personal goals. They also caution against the harmful effects of comparison, especially between siblings or friends, and instead encourage resilience and a growth mindset. The Greenes highlight the role of supportive adults in a child's life, including teachers and coaches, and the impact of open communication, celebrating progress, and recognizing a child's uniqueness.Key Takeaways:

What happens when a wealth manager applies institutional discipline and global insight to hospitality investing? In this episode of Sharkpreneur, Seth Greene interviews William Huston, Founder and General Partner at Bay Street Hospitality, who discusses his journey from a call center business to creating global hospitality-focused funds designed to deliver high yields through quant-driven strategies. William shares deep insights into hospitality investment, covering topics from student housing in Hong Kong to tourism growth in India, and how his firm's data-driven approach maximizes returns for institutional investors. He explains how combining local market intelligence, government partnerships, and strategic acquisitions has enabled Bay Street to scale rapidly while maintaining high-quality service for asset owners, operators, and developers worldwide. Key Takeaways:→ Long-term success depends on backing proven operators and developers—not just attractive properties. → Student housing shortages in Hong Kong, India's tourism boom, and Australia's Olympic-driven infrastructure investments all represent distinct, time-sensitive market drivers. → The same disciplined frameworks used in wealth management, including risk assessment, alignment, and scalability, can be successfully applied to hospitality. → Hospitality is an experience-driven business, shaped by human connection, culture, and memory. → Growth should align with life priorities. In 2018, William Huston founded Bay Street Hospitality, where he currently serves as General Partner. Bay Street started as a call center based in El Salvador, structured as an LLC, serving his own investment fund rather than other companies' clients. The firm operates globally across public and private markets and applies a proprietary quantamental investment framework that integrates quantitative scoring models with fundamental underwriting discipline and targets hospitality operators, developers, and asset owners, offering equity, credit, and hybrid capital solutions. In May 2025, Huston launched a $430 million hospitality investment fund aimed at combining financial returns with positive social impact, targeting underinvested hotel markets globally, with a particular emphasis on India's fast-growing tourism sector. Connect With William:Website: https://www.baystreethospitality.com/LinkedIn: https://www.linkedin.com/in/huios/

What happens when a wealth manager applies institutional discipline and global insight to hospitality investing?  On this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews William Huston, Founder and General Partner at Bay Street Hospitality, who discusses his journey from a call center business to creating global hospitality-focused funds designed to deliver high yields through quant-driven strategies. William shares deep insights into hospitality investment, covering topics from student housing in Hong Kong to tourism growth in India, and how his firm's data-driven approach maximizes returns for institutional investors. He explains how combining local market intelligence, government partnerships, and strategic acquisitions has enabled Bay Street to scale rapidly while maintaining high-quality service for asset owners, operators, and developers worldwide.   Key Takeaways: → Long-term success depends on backing proven operators and developers—not just attractive properties. → Student housing shortages in Hong Kong, India's tourism boom, and Australia's Olympic-driven infrastructure investments all represent distinct, time-sensitive market drivers.  → The same disciplined frameworks used in wealth management, including risk assessment, alignment, and scalability, can be successfully applied to hospitality. → Hospitality is an experience-driven business, shaped by human connection, culture, and memory. → Growth should align with life priorities. In 2018, William Huston founded Bay Street Hospitality, where he currently serves as General Partner. Bay Street started as a call center based in El Salvador, structured as an LLC, serving his own investment fund rather than other companies' clients. The firm operates globally across public and private markets and applies a proprietary quantamental investment framework that integrates quantitative scoring models with fundamental underwriting discipline and targets hospitality operators, developers, and asset owners, offering equity, credit, and hybrid capital solutions. In May 2025, Huston launched a $430 million hospitality investment fund aimed at combining financial returns with positive social impact, targeting underinvested hotel markets globally, with a particular emphasis on India's fast-growing tourism sector. Connect With William: Website: https://www.baystreethospitality.com/  LinkedIn: https://www.linkedin.com/in/huios/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Leadership isn't about control. It's about presence, character, and who you choose to be when things get hard. In this episode of Sharkpreneur, Seth Greene interviews Mick Hunt, creator of the MICK Factor™, who shares the deeply personal story that shaped his leadership philosophy. From a promise he made at age ten to change his mother's life to building a successful career in entrepreneurship, consulting, and podcasting with over 20 million downloads, Mick explains why emotional intelligence and presence now matter more than authority. He breaks down his MICK Factor framework and explains why leadership today requires empathy, accountability, and the courage to keep going. Key Takeaways:→ How leadership has fundamentally changed in a world where everything is instantly validated.→ Trust, transparency, and empathy outweigh titles, perks, and compensation packages. → Sustainable success is never about the individual; it's about developing people.→ Growth comes from committing to your own development, not just from working harder. → Your standards and values are visible before you ever say a word. Mick Hunt is the unapologetic voice of modern leadership. As the creator of the MICK Factor™—a leadership framework rooted in Mastery, Impact, Courage, and the drive to Keep Going—he helps purpose-driven entrepreneurs and executives lead with clarity, courage, and authenticity. He's the founder of Mick Hunt Official and host of Mick Unplugged, the #1 Self-Improvement podcast with over 2 million monthly downloads. A dynamic speaker, business builder, and mentor, Mick has been featured in Forbes, collaborated with brands like Nike and McDonald's, and been mentored by icons like Les Brown and Daymond John. Connect With Mick:Website: https://mickhuntofficial.com/Instagram: https://www.instagram.com/mickunplugged/X: https://x.com/MickUnpluggedFacebook: https://www.facebook.com/mickunpluggedLinkedIn: https://www.linkedin.com/in/mickhunt/

This heartfelt Valentine's Day episode brings you inside Rebecca and Seth Greene's 22-year love story—from their almost-Valentine's first date to the lessons learned through parenting, conflict, and connection. With humor, vulnerability, and zero filters, they reflect on marriage, growth, and how love evolves when you choose each other every day.They talk about rituals that keep them close, TikTok marriage hacks, parenting chaos, and even managing a podcast mid-kid-pickup. It's real, it's romantic, and it's Rebecca and Seth at their most honest and endearing.Top Takeaways:→ Your first date may not fall on Valentine's Day—but the story is what matters.→ Love grows through daily micro-moments (coffee runs, foot rubs, showing up).→ Marriages thrive when you recommit daily—not just yearly.→ Conflict isn't failure—it's growth if you repair it well.→ Parenting is the most intense (and rewarding) team sport.Quote from Rebecca:“Marriage is two imperfect people who never give up on each other.”Quote from Seth:“I want to be married to you every single day—and I want you to want to stay married to me every day too.”Call to Action:

If AI answer engines stopped reading your brand tomorrow, would anyone searching for your solution still find you? In this episode of Sharkpreneur, Seth Greene interviews Julian Lopez, Head of Research at AEO.co, who explains how brands can become the answer AI is most likely to recommend. Drawing on months of deep research with co-authors Perry Belcher and Kasim Aslam, Julian explains why branding, structure, and multimodal content now sit at the heart of discovery in an AI-driven world. He also outlines what small businesses can do over the next 6–12 months to become compliant with this new landscape, increase AI visibility, and prepare for shifts such as zero-click search and wearables. Key Takeaways:→ How AEO builds on top of traditional SEO rather than replacing it.→ Why branding is becoming the key differentiator in AI recommendations. → Why you shouldn't chase schema hacks and listicle formats without first building a solid foundational structure. → How video, transcripts, and repurposed clips give AI the rich data it craves. → How profiles, mentions, and consistent brand signals across platforms help engines confirm you're real and relevant. Julian Lopez is a 'recovering' graphic designer with over 8 years of branding experience who decided to get into marketing as a new challenge to sharpen the skills that can make or break a business. Julian has co-authored The AEO Blueprint, the first full-length book on Answer Engine Optimization, which guides business owners and entrepreneurs in future-proofing their brands and becoming the AI-recommended answer in their market. Connect With Julian:Website: http://aeo.co/TikTok: https://www.tiktok.com/@aeo.coX: https://x.com/AEOdotCO

Social media management is evolving rapidly, and the future of content creation hinges on understanding both technology and audience behavior. In this episode of Sharkpreneur, Seth Greene interviews Emeric Ernoult, Founder and CEO of Agorapulse, a social media management platform that has grown to $20 million in revenue without external funding. With more than 26 years of entrepreneurial experience, Emeric shares the challenges and breakthroughs that led to Agorapulse's success, from its early days of bootstrapping to its emergence as a leader in social media management. In this episode, Emeric also discusses the shifting social media landscape, trends businesses can't afford to ignore, and how AI is poised to revolutionize content creation. Key Takeaways:→ Agorapulse supports 10 major social networks and helps businesses publish content, engage with their audience, and analyze social media performance.→ AI automation within Agorapulse enables brands to manage high volumes of interactions, prioritize engagement, and streamline moderation.→ Social listening capabilities extend beyond social profiles to track brand mentions across forums, blogs, and other online platforms. → The future of social media is evolving from a focus on follower count to “interest media.”→ Content creation today must be hyper-targeted, focusing on understanding the audience's pain points and creating content they would pay for. Emeric Ernoult is a serial entrepreneur with 25 years of experience in Social Media and Saas (software as a service). He is the CEO and co-founder of Agorapulse, a Paris-based Social Media Management Software launched in 2011. Agorapulse has 175 team members in 19 countries, and is currently being used by more than 37,000 users across 180 countries. It is the only business in this industry to have exceeded $20M in annual revenue without raising capital. Connect With Emeric:Website: https://www.agorapulse.com/Instagram: https://www.instagram.com/agorapulse/ Threads: https://www.threads.com/@agorapulse TikTok: https://www.tiktok.com/@agorapulse X: https://x.com/agorapulse Facebook: https://www.facebook.com/Agorapulse/ LinkedIn: https://www.linkedin.com/company/agorapulse/

What happens when a $16 billion RIA decides to double down on leadership, integration, and “advisor intelligence” in the middle of an AI-driven vortex of change?   In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Jennifer des Groseilliers, CEO of The Mather Group, who shares how her path from Vermont to law school to leadership roles at Ameriprise, MetLife, and a MassMutual franchise ultimately led her to the helm of The Mather Group, a $16 billion fee-only RIA. As a key leader at The Mather Group, Jennifer oversees a 190-person team, 40 wealth advisors, and a growth engine built on 23 acquisitions, an integrated planning platform, and a niche focus on Fortune 200 executives nearing retirement. She discusses leadership development, behavioral finance, and the rise of AI in wealth management—explaining why “advisor intelligence” is now the real differentiator for firms that want to win the next decade.   Key Takeaways: → How taking over compliance, portfolio management, and back-office operations for acquired firms frees advisors to focus on client-facing work and deep planning. → Why it's essential to bifurcate sales and advice and how that structure enhances both growth and advisor effectiveness. → How AI is creating a vortex of change in financial services and why advisor intelligence around values, behavior, and trust matters more than ever. → Why The Mather Group sees itself as an integrator, not an aggregator. → How carefully refined and consistent platform allowed the firm to scale to roughly $16 billion in AUM.   Jennifer des Groseilliers is the Chief Executive Officer of The Mather Group. Jen cultivates a collaborative culture through inclusive and supportive leadership. Her unwavering commitment to keeping clients at the center of all efforts drives her approach. Jen's extensive professional experience includes serving as a Managing Partner in the MetLife Premier Client Group in 2013, leading a team of over 160 financial advisors. She became the CEO of MassMutual Illinois in 2016 and, in 2020, after a merger with WestPoint Financial Group, assumed the role of Partner and Chief Experience Officer, leading various departments, including Investments, Compliance, Practice Development, and Financial Planning.   Connect With Jennifer:   Website: https://www.themathergroup.com/ Instagram: https://www.instagram.com/officialtmgwealth/ Facebook: https://www.facebook.com/TMGTheMatherGroup LinkedIn: https://www.linkedin.com/in/jenniferadesgroseilliers/ https://www.linkedin.com/company/themathergroup   Learn more about your ad choices. Visit megaphone.fm/adchoices

Struggling with paid ads? Find out how to simplify your strategy and grow your small business without blowing your budget! In this episode of Sharkpreneur, Seth Greene interviews Andy Janaitis, Founder & Chief Strategist at PPC Pitbulls, a digital marketing agency specializing in paid advertising for small businesses. With a background in data science and software development, Andy transitioned from corporate work to help e-commerce businesses scale through more strategic, simplified, and cost-effective marketing. He shares insights on avoiding common ad mistakes, leveraging AI tools, and building campaigns that drive long-term growth. Key Takeaways:→ How many small businesses are overwhelmed by digital marketing, so they overcomplicate campaigns and waste money.→ Simplifying ad structures and focusing on robust measurement systems can lead to better results with smaller budgets.→ Why you should focus on what's working and avoid jumping onto multiple platforms or constantly chasing new strategies.→ E-commerce businesses aiming for 7-figure growth need a targeted, scalable paid ad strategy.→ Automated bidding and data-driven decision-making are essential to optimizing ad campaigns effectively. Andy Janaitis is the founder and chief strategist of PPC Pitbulls, a boutique digital marketing agency that helps small businesses grow past 7 figures using Google and Meta Ads. He partners with founder-led brands and e-commerce teams to simplify their paid ad strategies,ensuring campaigns are built on solid tracking, clean execution, and profitability—not noise or guesswork.With over 10 years of agency and analytics experience, Andy's background spans engineering, web development, and digital strategy. He's known for his practical, down-to-earth approach that cuts through marketing overwhelm and empowers business owners to take confident action. Whether he's helping a brand understand attribution or demystifying Performance Max, Andy brings clarity, integrity, and a deep respect for the entrepreneurial journey. Connect With Andy:Website: https://www.ppcpitbulls.com/LinkedIn: https://www.linkedin.com/company/ppc-pitbulls/

What if three minutes in cold water could reset your brain and your day? In this episode of Sharkpreneur, Seth Greene interviews Troy Laing, Founder of Culture OC, who shares how fitness, breathwork, and modern recovery tech power a community-driven biohacking and performance center. From overcoming addiction to building a hub with medical-grade LED light therapy, hyperbaric oxygen, infrared saunas, and coached cold-plunge protocols, he explains what truly moves the needle. He also unpacks his approach to discipline, leadership, and his vision to scale internationally while preserving the intimate culture that drives outcomes. Key Takeaways:→ Why breathwork and cold plunges rewire stress responses and build everyday resilience → How stacked protocols synergize to reduce inflammation and accelerate recovery. → The role of mindset and brainwave training. → How health, family, leadership, and then business create a practical framework for balance. → How your morning routine shapes the rest of your day. Culture OC was founded by Troy Laing, an Australian entrepreneur passionate about health and fitness, inspired by his global travels and immersion in diverse wellness practices. His vision was to create a pioneering biohacking social wellness club that fosters strong community bonds while promoting physical and mental well-being. This mission has earned recognition in esteemed publications highlighting its innovative approach to merging fitness with social connectivity. Troy, also a devoted husband and father, instills values of compassion and resilience, adding a personal touch to the club's ethos. Connect With Troy:Website: https://cultureoc.com/Instagram: https://www.instagram.com/cultureoc_TikTok: https://www.tiktok.com/@culture_ocX: https://x.com/cultureoc_Facebook: https://www.facebook.com/cultureocusa/LinkedIn: https://www.linkedin.com/in/troy-laing-591a71285/YouTube: https://www.youtube.com/@CultureOC

Do you ever find yourself caught in a cycle of self blame, taking responsibility for things that are far beyond your control? In this heartfelt and insightful episode, Rebecca and Seth Greene explore the pervasive nature of self blame and offer a compassionate guide to letting it go. They share personal stories and practical strategies to help you distinguish between healthy responsibility and destructive guilt, empowering you to embrace a more forgiving and growth oriented mindset.In this episode, you will learn:→ How to recognize the subtle ways self blame shows up in your daily life.→ The critical difference between taking responsibility and assigning blame.→ Why you are only one piece of the puzzle in your children's lives.→ The power of practicing repair over rumination to heal and move forward.→ How to cultivate self compassion and let "good enough" be your new standard."Blame makes me feel shameful. Responsibility is what leads us to grow and change." - Rebecca Greene"Why do you think that you're so important that it's all your fault?" - Rebecca Greene

What if one hour of creative testing beats a month of ad spend? In this episode of Sharkpreneur, Seth Greene interviews Daniela Bolzmann, Founder of MindfulGoods.co, who leads a boutique Amazon creative studio that helps seven- and eight-figure CPG and DTC brands turn product pages into high-converting brand experiences. Known for running hundreds of split tests and publishing aggregate metrics, she shows where creative focus delivers outsized conversion gains. In this conversation, Daniela breaks down the three highest-impact tests, why brand-driven storytelling wins on Amazon, and how shifting a slice of ad budget into creative can unlock rapid lift. Key Takeaways:→ What brand-specific storytelling looks like on a PDP.→ Why it's vital to have the right title, images, image stacks, and content.→ How to make your main image drive clicks. → How ongoing split tests compound results across SKUs. → The importance of going all in with conviction. Daniela Bolzmann is the Founder of MindfulGoods.co, the go-to creative studio for Amazon brands. As a featured speaker at Amazon Accelerate 2024, she is a leading expert in Amazon optimization and supports hundreds of eCommerce brands in doubling and tripling their sales on Amazon through creative content that converts. Connect With Daniela:Website: https://mindfulgoods.co/Instagram: https://www.instagram.com/danielabolzmann/LinkedIn: https://www.linkedin.com/in/dbolzmann/YouTube: https://www.youtube.com/@danielabolzmann

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

What if your biggest sales breakthrough began the moment you stopped trying to sell? In this episode of Sharkpreneur, Seth Greene interviews Vivian Weyll, The Sales Queen™, who shares how she went from $500,000 in debt to leading a nine-figure holding company. She created Influence OS, a science-based framework that scales revenue through presence, neuroscience, and ethical influence rather than pressure, and today owns one of the largest insurance IMOs in the country. In this conversation, Vivian unpacks the identity shifts, practical methods, and environment design that transform average producers into trusted advisors. Key Takeaways:→ How presence outperforms pressure in every conversation. → How to use the Presence Protocol to structure the first six minutes of any pitch to earn trust, defuse objections, and establish authority. → Why you should listen, reframe, and allow buyers to reach their own conclusions. → Why salespeople should handle common objections early, then guide them with questions and purposeful silence. → How surrounding yourself with top performers upgrades your own results. Vivian Weyll is an internationally recognized speaker, visionary CEO, and founder of The InfluenceOS™ framework. Known worldwide as The Sales Queen™, her story is one of resilience, reinvention, and the transformative power of high-ticket sales. Born in Brazil, Vivian came to the U.S. at 20 and faced early hardships including a failed business, painful divorce, and over $500,000 in debt. With no corporate background or formal training, she turned to sales — becoming a top producer in her first month and earning six figures monthly within six months. In just five years, she scaled from first-time salesperson to building and leading multiple 8-figure companies worth over $100 million. Through her programs, including the CROWN™ Million Dollar Masterclass, Vivian has trained thousands of entrepreneurs and coached leaders to 7- and 8-figure success, cementing her role as a global authority on influence and ethical sales. Connect With Vivian:Website: https://vivianweyll.com/Instagram: https://www.instagram.com/viweyll/TikTok: https://www.tiktok.com/@vivianweyllX: https://x.com/vivweyllFacebook: https://www.facebook.com/viweyllLinkedIn: https://www.linkedin.com/in/vivian-weyll-d-andrea-0479b52a/YouTube: https://www.youtube.com/@vivianweyllsalesqueen

You're not stuck; you're just repeating yesterday and calling it normal. In this episode of Sharkpreneur, Seth Greene interviews Dianna Kokoszka, CEO of DK Businesses, who led Keller Williams Realty International through a turnaround, moving from losing $1M a year to generating over half a billion dollars in revenue. She explains why mindset isn't fluff; it's the operating system. Dianna shares how she built high-performance cultures, raised people's “financial thermostat,” and helped leaders turn vision into execution, even in uncertain times. She also discusses her book Becoming More: You Can't Get to Better Until You Get to Different, her mindset assessment tools, and why your first 10 minutes of the day predict your future. Key Takeaways:→ Unless you raise your “financial thermostat,” you'll sabotage yourself as you near success.→ People don't follow slogans; they follow a vision they believe they're part of. → You can rewire your thinking by using deliberate language that moves you away from frustration and toward curiosity. → The fastest way to build belief is through repeated exposure to possibility. → The first ten minutes of your morning predict your trajectory for the day. Dianna Kokoszka is an entrepreneur, keynote and TEDx speaker, best-selling author, investor, podcaster, and mentor. She is recognized as one of the top 25 business coaches in the U.S., has been named Entrepreneur of the Year four times, and has been named Businesswoman of the Year three times. As CEO of Keller Williams Realty International MAPS Coaching, she turned a $1 million annual loss into 1/2 billion in revenue. She authored BOLD: Business Objective, a Life by Design, helping KW be recognized as the world's #1 training company for five years straight and earning a T125 Hall of Fame induction. A founding member of John Maxwell Certified Coaches and a board member of the John C. Maxwell Leadership Foundation, she travels with the team, meeting Presidents and Prime Ministers and bringing value-based training to their countries. And now into the schools of many states across America Her bestselling book, Becoming More, has been recognized as the number one book for divergent entrepreneurs. Her book provides models for rewiring your brain for greater success. She is the owner of Dynamic Growth Collective, Coaching Consortium, and DK Businesses. Connect With Dianna:Website: https://www.diannak.com/ Instagram: https://www.instagram.com/dianna.kokoszka/TikTok: https://www.tiktok.com/@dianna.kokoszkaFacebook: https://www.facebook.com/diannakokoszkaLinkedIn: https://www.linkedin.com/in/diannak/ YouTube: https://www.youtube.com/@BecomingMoreDiannaK

Are you ready to scale your business without the overwhelm? Discover how automation and AI can help you drive traffic, generate leads, and create video content while you sleep. In this episode of Sharkpreneur, Seth Greene interviews Reed Floren, The Solopreneur Automator, who shares his journey from early internet marketing to revolutionizing his business with AI-driven automation. Known for his expertise in marketing and automation, Reed has helped six-, seven-, and eight-figure entrepreneurs scale their businesses efficiently. With his innovative use of AI to automate video creation, lead generation, and social media content, Reed is paving the way for marketers to optimize their operations while saving time and money. Key Takeaways:→ Why speaking with industry leaders can accelerate your career.→ How AI-driven automation enables entrepreneurs to scale video content with minimal effort.→ How Facebook Ads with broad targeting can generate leads for under $1, enabling high-volume, profitable campaigns at scale.→ AI scripts and video generation tools enable people to produce hundreds of videos daily.→ Why it's vital to optimize video ads and content using automated rules in Facebook Ads to improve performance and reduce waste. Reed Floren is “The Solopreneur Automator,” the entrepreneur who teaches founders to scale without hiring teams. He designs AI agents that handle sales conversations, follow-ups, client support, and audience growth 24/7 - turning busywork into profit. Reed has trained thousands of marketers worldwide to use automation as real leverage, not hype, and build businesses that run even when they don't. Connect With Reed:Website: https://automatedaimarketer.com/index617911Instagram: https://www.instagram.com/reedfloren/Facebook: https://www.facebook.com/reedflorenofficial/LinkedIn: https://www.linkedin.com/in/reedfloren/

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

You don't really know how alone you are after a wreck until the insurance company starts talking. In this episode of Sharkpreneur, Seth Greene interviews Darrell Burrow, a Bankruptcy and Personal Injury Attorney at Burrow & Associates, who shares what he's learned over nearly 30 years representing injured people in Georgia. Darrell explains why insurance companies aren't there to “do the right thing,” why most people leave money on the table, and what to do in the critical moments after a wreck. He also discusses building a values-driven law firm, fostering a culture of client empathy, and preparing the next generation of attorneys to carry the torch. Key Takeaways:→ The first call you should make after a car crash or personal injury is 911.→ Photos at the scene can become critical evidence.→ Documenting injuries immediately can make or break a claim.→ If the police don't file a report, Burrow & Associates can help by using a self-report form to create an official record.→ Making sure each client has an excellent experience is intentional, as most clients are often scared and overwhelmed. Darrell Burrow is an accomplished attorney with over 30 years of experience helping individuals and families navigate personal injury and bankruptcy cases. Born in Alabama and raised in Virginia, he earned his J.D. from the University of Alabama in 1992 and began his career clerking for Judge John Bush. In 1996, with the support of his wife, Darrell opened his own practice in Atlanta, which has since expanded to multiple offices across Georgia. Over the course of his career, he has successfully handled more than 30,000 cases, earning a reputation as a trusted advocate and advisor. Beyond the courtroom, Darrell is a devoted family man who values faith, fitness, and the outdoors. Whether boating, golfing, or camping under the stars with his children, he embraces life with a spirit of adventure while remaining deeply committed to his clients and community. Connect With Darrell:Website: https://legalatlanta.com/Instagram: https://www.instagram.com/burrowassociatesllc/X: https://x.com/burrow_assocLLCFacebook: https://www.facebook.com/profile.php?id=100063763112141LinkedIn: https://www.linkedin.com/company/burrow-associates-llc/

If your business disappeared from under you tomorrow, would your balance sheet, cash strategy, and exit plan keep you standing?In this episode of Sharkpreneur, Seth Greene interviews Mark Willis, CFP®, and David Barnett, best-selling author and veteran buy/sell advisor. Together, they unpack their new book The Business Fortress: How to Grow, Protect, and Exit Your Business with Confidence. David shares what thousands of real-world transactions reveal about banker risk, valuation blind spots, and why owners too often discover their exit gap too late. Mark outlines liquidity-first strategies, “be your own line of credit” concepts, and how fortress-style cash design creates moats for growth, resilience in shocks, and negotiation power at exit.Key Takeaways:→ How scaling low-margin activities dilutes valuation. → Why you should build strength before deploying capital. → How golden-handcuff tools help keep key clients through growth and transition.→ Why internal, policy-style lending frameworks can shorten cycles and capture distressed opportunities. → Where you store your cash changes how you act and how stable stores enable decisive moves, acquisitions, and better terms across the table. Mark Willis, CFP® is a man on a mission to help you think differently about your money, your economy and your future. Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you will not outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement. International speaker, author, and consultant David C. Barnett has spent over two decades guiding small and medium-sized business owners through buying, selling, financing, and managing their companies. He is the author of ten books, including the best-selling How to Sell My Own Business, and creator of the Business Buyer Advantage program. Barnett's YouTube channel and podcast reach a global audience, with over 2.9 million views and 667,000 podcast downloads. Recognized for making complex deal-making concepts accessible, David works with entrepreneurs worldwide to structure successful transactions and avoid common pitfalls. His engaging talks and workshops equip audiences with actionable insights for building and exiting businesses strategically.Connect With Mark:Website: https://lakegrowth.com/Instagram: https://www.instagram.com/notyouraveragefinancialX: https://x.com/lakegrowthLinkedIn: https://www.linkedin.com/in/marklakegrowth/Connect With David:Website: https://www.davidcbarnett.com/ Website: https://www.davidcbarnettlist.com/Instagram: https://www.instagram.com/dbarnettmoncton/X: https://twitter.com/DBarnettMonctonLinkedIn: http://ca.linkedin.com/in/davidbarnettmoncton

What can a lifelong love of the Buffalo Bills teach us about resilience, loyalty, leadership, and how to keep going when life knocks us down?In this heartfelt and surprisingly insightful episode of Whinypaluza, Rebecca Greene is joined by her husband Seth Greene to explore the powerful life lessons she has learned from growing up surrounded by Buffalo Bills fandom. From never giving up and believing in yourself to the importance of community, showing up, adjusting when things are not working, and celebrating small wins, this conversation goes far beyond football. Using stories of Bills Mafia, family traditions, and the emotional highs and lows of game day, Rebecca connects sports, human behavior, mental health, and everyday life in a way that feels relatable, comforting, and motivating. Whether you are a Bills fan or not, this episode is about resilience, hope, and learning to enjoy the journey even when the outcome is uncertain. Life Lessons from the Buffalo B…Key Takeaways→ Never give up. It does not matter how many times you get knocked down. What matters is getting back up and keeping going. → Loyalty matters. True fans show up even when things are hard. Look around your life and ask who your real people are. → Believe. If you can believe in a team through tough seasons, you can learn to believe in yourself, too. → Use your village. Community support is essential for mental health, resilience, and growth. Do not try to do life alone. → Progress is not linear. A few steps forward and a few steps back still count as progress if you keep moving. → Celebrate small wins. Do not wait for the big milestones. Celebrate the good plays in life as they happen.Quote from the Episode“Take the hope you have for the Bills and bring it home to yourself.” - Rebecca GreeneIf this episode resonated with you, share it with a Bills fan or someone who could use a reminder to keep going. Subscribe, rate, and review Whinypaluza so more moms can find these conversations. And ask yourself today, where can I show up, believe a little more, and celebrate a small win?Happy Whinypaluza Wednesday

If your brand feels too small to matter, this blueprint shows why that might be your unfair advantage.In this episode of Sharkpreneur, Seth Greene interviews Mark Rampolla, Co-Founder and Co-Managing Partner at GroundForce Capital, who unpacks how a niche idea became a global category. Mark shares the strategy that took ZICO from yoga studios in NYC to nationwide shelves, the discipline behind constant pitching and fundraising, and why exits aren't the finish line. He also discusses his new book on putting freedom first, and his work at Ground Force Capital (backer of brands like Liquid Death and Beyond Meat), helping founders scale both their companies and their lives.Key Takeaways:→ Why “inch-wide, mile-deep” focus beats broad launches for breakthrough CPG growth.→ How pairing a product with a specific usage occasion (post-hot yoga) created early traction.→ The surprising first hurdle: taste—and how “preach to the choir” accelerates momentum.→ Fundraising reality: why you either get profitable fast or get great at raising—continuously.→ The nine-year “overnight success” mindset and the decade-long horizon most wins require.Mark Rampolla is Co-Founder and Co-Managing Partner at GroundForce Capital (GFC), where he works closely with founders and teams to build impactful businesses. He has represented GFC on the boards of leading companies, including Vive Organic, OWYN, Liquid Death, Kinder Farms, Flying Embers, and ZICO Rising. Prior to GFC, Mark founded and served as CEO of ZICO Beverages, pioneering the coconut water category and growing the brand into a global leader before its acquisition by The Coca-Cola Company in 2013. Earlier in his career, he held senior management roles at International Paper, overseeing joint ventures across Latin America and the Caribbean. A Peace Corps alum, Mark has advised more than 100 CEOs, raised over $1B, and invested in 40+ social-impact startups. He is the author of High-Hanging Fruit and holds degrees from Marquette University and Duke University.Connect With Mark:Website: https://www.markrampolla.co/Instagram: https://www.instagram.com/markrampolla/LinkedIn: https://www.linkedin.com/in/marksrampolla/

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

Explore how strategic leadership, global legal expertise, and a forward-thinking mindset help companies navigate expansion, talent acquisition, and innovation in today's fast-moving markets.In this episode of Sharkpreneur, Seth Greene interviews Dean Fealk, Northern California Co-Managing Partner at DLA Piper and WSJ Best-Selling Author, who has decades of experience guiding technology companies through global expansion, talent strategy, and market growth. A former international practitioner with work spanning East Asia and Northern California, Dean has advised top-tier clients like IBM, McDonald's, and Pfizer, as well as contributing to civic organizations and three U.S. presidential campaigns. In this episode, he shares lessons on scaling businesses, leading diverse teams, and applying strategic legal and operational insight to real-world challenges.Key Takeaways:→ Strategies for helping companies expand into new markets with minimal friction.→ Balancing global corporate standards with local flexibility for success.→ The importance of hiring and empowering top talent in different regions.→ Lessons from advising major multinational clients and navigating complex business environments.→ Dean's experience contributing to civic organizations and U.S. presidential campaigns.Dean Fealk is the Northern California co-managing partner at global law firm DLA Piper and a recognized citizen statesperson tackling international issues at the intersection of business, politics, and security. With 25+ years advising multinational companies on over $40 billion in cross-border transactions, Dean brings unparalleled expertise on how geopolitics impacts business and economy. A Wall Street Journal bestselling author and Chief Influencer, his insights appear in Forbes, Fast Company, and The Atlantic. Dean serves on numerous international security organizations including the Halifax International Security Forum and co-founded Transatlantic West to strengthen Silicon Valley-Europe relations. His leadership in global diplomacy has earned him designations as a Fulbright Scholar, Eisenhower Fellow, and Council on Foreign Relations life member.Connect With Dean:Website: https://www.dlapiper.com/en-usInstagram: https://www.instagram.com/dlapiper/X: https://x.com/DLA_PiperFacebook: https://www.facebook.com/DLAPiperGlobal/LinkedIn: https://www.linkedin.com/company/dla-piper/

Discover the strategies, mindset shifts, and leadership lessons that help business owners turn complex tech challenges into scalable growth opportunities.In this episode of Sharkpreneur, Seth Greene interviews Ephraim Ebstein, CEO and Co-Founder of FIT Solutions, who has built two national companies from the ground up and now guides business leaders in leveraging technology for growth. Ephraim shares how he scaled his business to over 100 team members, integrated AI into operations, and maintained a culture across a geographically diverse organization. Listeners will learn actionable insights on leadership, scaling, and transforming tech headaches into powerful growth engines.Key Takeaways:→Strategies for integrating AI into business processes while keeping humans in the loop.→ The inspiration behind founding Fit Solutions and building a world-class team.→ Understanding the core services of Fit Solutions: IT, cybersecurity, and AI integration.→ Lessons learned from key growth inflection points and overcoming personal limitations.→ Why owners must step out of operational roles to scale effectively.Ephraim Ebstein is a seasoned IT professional and entrepreneur based in San Diego, California, with a strong focus on cybersecurity and managed IT services. As the CEO and co-founder of both Socbox and FIT Solutions, he has led teams to deliver innovative, effective technology solutions that enhance productivity and security for businesses. Ephraim's extensive expertise encompasses a wide range of IT disciplines, including cloud computing, network security, and virtualization. His commitment to client satisfaction is evident in the high-quality, white-glove service approach he advocates. With a Bachelor's Degree in Management Information Systems from ITT Technical Institute, he combines technical knowledge with strategic leadership. Ephraim's vision centers on leveraging technology to make a significant impact on businesses, aiming to help 6,000 organizations achieve their goals. He is passionate about continuous learning and adapting to the ever-evolving tech landscape, ensuring his companies stay at the forefront of the industry.Connect With Ephraim:Website: https://fitsolutions.biz/Instagram: https://www.instagram.com/fitsolutionsllc/X: https://x.com/fitsolutionsITFacebook: https://www.facebook.com/FITSolutionsIT/LinkedIn: https://www.linkedin.com/company/fit-solutions.biz/

One mindset shift can turn your biggest loss into your greatest comeback. In this episode of Sharkpreneur, Seth Greene interviews Rod Khleif, Multifamily Real Estate, Expert Podcast Host, Best-Selling Author, and Philanthropist, built a real estate empire and then rebuilt it after losing $50 million in the 2008 crash. Rod breaks down why mindset drives 80–90% of success, shares lessons from owning 800 single-family homes, and explains what's happening in multifamily right now as debt comes due and opportunity rises. He also shares how his decades of work with Tony Robbins shaped his philosophy and why giving back through the Tiny Hands Foundation became a core part of his definition of fulfillment. Key Takeaways: → Mindset beats mechanics: Rod argues that psychology drives the majority of success; tactics only work when you act on them consistently. → Single-family risk is underestimated: One vacancy can mean 100% vacancy, plus turnover costs can wipe out a year of profit. → Multifamily scales faster than people think: Buying one 20-unit property can be simpler than buying 20 separate houses, with fewer moving parts. → Avoid cross-collateralization traps: Rod's crash was worsened by tying stronger assets to weaker ones, creating a domino effect. → Education first, then action: Don't “dabble.” Commit to learning the business and getting around serious operators and frameworks. Rod Khleif is a Sarasota-based multifamily investor, best-selling author, and top-ranked podcast host who rebuilt a real estate empire after losing $50M in the 2008 crash. Today, he leads one of the most successful real estate investing coaching communities with 260,000 student-owned units. He supports his mission of abundance through the Tiny Hands Foundation, which has fed more than 160,000 children. Rod combines his market knowledge with a strong personal comeback story. He offers clear, honest advice on building wealth that can withstand recessions. He also shares insights on setting goals and running purpose-driven businesses. This makes him a trusted voice in the community. Connect With Rod: Website: https://rodkhleif.com/ Instagram: https://www.instagram.com/rod_khleif/ Facebook: https://www.facebook.com/rodkhleifofficial/ LinkedIn: https://www.linkedin.com/in/rodkhleif/ Learn more about your ad choices. Visit megaphone.fm/adchoices

One mindset shift can turn your biggest loss into your greatest comeback. In this episode of Sharkpreneur, Seth Greene interviews Rod Khleif, Multifamily Real Estate, Expert Podcast Host, Best-Selling Author, and Philanthropist, built a real estate empire and then rebuilt it after losing $50 million in the 2008 crash. Rod breaks down why mindset drives 80–90% of success, shares lessons from owning 800 single-family homes, and explains what's happening in multifamily right now as debt comes due and opportunity rises. He also shares how his decades of work with Tony Robbins shaped his philosophy and why giving back through the Tiny Hands Foundation became a core part of his definition of fulfillment. Key Takeaways: → Mindset beats mechanics: Rod argues that psychology drives the majority of success; tactics only work when you act on them consistently. → Single-family risk is underestimated: One vacancy can mean 100% vacancy, plus turnover costs can wipe out a year of profit. → Multifamily scales faster than people think: Buying one 20-unit property can be simpler than buying 20 separate houses, with fewer moving parts. → Avoid cross-collateralization traps: Rod's crash was worsened by tying stronger assets to weaker ones, creating a domino effect. → Education first, then action: Don't “dabble.” Commit to learning the business and getting around serious operators and frameworks. Rod Khleif is a Sarasota-based multifamily investor, best-selling author, and top-ranked podcast host who rebuilt a real estate empire after losing $50M in the 2008 crash. Today, he leads one of the most successful real estate investing coaching communities with 260,000 student-owned units. He supports his mission of abundance through the Tiny Hands Foundation, which has fed more than 160,000 children. Rod combines his market knowledge with a strong personal comeback story. He offers clear, honest advice on building wealth that can withstand recessions. He also shares insights on setting goals and running purpose-driven businesses. This makes him a trusted voice in the community. Connect With Rod: Website: https://rodkhleif.com/ Instagram: https://www.instagram.com/rod_khleif/ Facebook: https://www.facebook.com/rodkhleifofficial/ LinkedIn: https://www.linkedin.com/in/rodkhleif/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Discover the key to unlocking true business success by shifting your mindset and implementing a strategic plan that supports freedom and growth. In this episode of Sharkpreneur, Seth Greene interviews Trevor McGregor, CEO of Trevor McGregor International, who has guided countless individuals to unlock their potential and achieve success. After experiencing financial failure and a life-changing transformation, Trevor went on to mentor high performers and build a coaching business that helps entrepreneurs scale their businesses while maintaining balance in life. In this episode, Trevor shares his unique insights into the five freedoms: financial, time, location, impact, and relationship freedom, and how anyone can achieve them with the right mindset and strategic planning. Key Takeaways: → The Power of Identity: Your identity determines your success. You'll never outperform the person you believe you are. → Real Estate as a Gateway to Freedom: Trevor's shift to real estate investing helped him recover from financial loss and build a profitable portfolio. → Tony Robbins' Coaching Legacy: Trevor's time working with Tony Robbins gave him unparalleled insight into coaching and human behavior. → Strategic Planning is Key: Most people fail to scale because they don't have a strategic plan or vision for the future. → Limiting Beliefs Hold Us Back: To grow, you must challenge and eliminate limiting beliefs that restrict your progress. Trevor McGregor is a world-class Real Estate Investor and High-Performance Master Coach who has spent more than two decades transforming the lives, and businesses of clients around the globe. With over 45,000 one-to-one coaching sessions to his name, Trevor is recognized as one of the most trusted and sought-after strategic advisors in the industry. He has coached and mentored Fortune 500 Executives, Doctors, Attorneys, Elite Real Estate Investors, Entrepreneurs, and even Olympic Athletes. Trevor's mission is simple: to help people Scale Their Business, Make More Money and Achieve Unparalleled Levels of Success and Time Freedom, faster than they ever thought possible.  His unique blend of real-world investing experience, elite coaching methodologies, and deep mindset mastery has positioned him as a transformational catalyst for high performers who are committed to taking their business and their lives to a whole new level. Connect With Trevor: Website:https://trevormcgregor.com/ Instagram:https://www.instagram.com/iamcoachtrevor/ LinkedIn: https://www.linkedin.com/in/trevor-mcgregor-93375862 Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover the key to unlocking true business success by shifting your mindset and implementing a strategic plan that supports freedom and growth. In this episode of Sharkpreneur, Seth Greene interviews Trevor McGregor, CEO of Trevor McGregor International, who has guided countless individuals to unlock their potential and achieve success. After experiencing financial failure and a life-changing transformation, Trevor went on to mentor high performers and build a coaching business that helps entrepreneurs scale their businesses while maintaining balance in life. In this episode, Trevor shares his unique insights into the five freedoms: financial, time, location, impact, and relationship freedom, and how anyone can achieve them with the right mindset and strategic planning. Key Takeaways: → The Power of Identity: Your identity determines your success. You'll never outperform the person you believe you are. → Real Estate as a Gateway to Freedom: Trevor's shift to real estate investing helped him recover from financial loss and build a profitable portfolio. → Tony Robbins' Coaching Legacy: Trevor's time working with Tony Robbins gave him unparalleled insight into coaching and human behavior. → Strategic Planning is Key: Most people fail to scale because they don't have a strategic plan or vision for the future. → Limiting Beliefs Hold Us Back: To grow, you must challenge and eliminate limiting beliefs that restrict your progress. Trevor McGregor is a world-class Real Estate Investor and High-Performance Master Coach who has spent more than two decades transforming the lives, and businesses of clients around the globe. With over 45,000 one-to-one coaching sessions to his name, Trevor is recognized as one of the most trusted and sought-after strategic advisors in the industry. He has coached and mentored Fortune 500 Executives, Doctors, Attorneys, Elite Real Estate Investors, Entrepreneurs, and even Olympic Athletes. Trevor's mission is simple: to help people Scale Their Business, Make More Money and Achieve Unparalleled Levels of Success and Time Freedom, faster than they ever thought possible.  His unique blend of real-world investing experience, elite coaching methodologies, and deep mindset mastery has positioned him as a transformational catalyst for high performers who are committed to taking their business and their lives to a whole new level. Connect With Trevor: Website:https://trevormcgregor.com/ Instagram:https://www.instagram.com/iamcoachtrevor/ LinkedIn: https://www.linkedin.com/in/trevor-mcgregor-93375862 Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the year you lost your job and your mother lost her home became the same year you helped build a $70 million breakthrough in medicine? In this episode of Sharkpreneur, Seth Greene interviews Rome Madison, 3X Best-Selling Author and Keynote Speaker, who shares how growing up with a single mother battling severe mental illness and later homelessness fueled his “no excuses” mindset, and how hand-copying medical textbooks at Barnes & Noble helped him break into precision medicine just as the Human Genome Project was completed. He walks through launching a consulting firm, co-creating the Precision Medicine Podcast that contributed to a $70 million acquisition, and his current work as a confidence coach and host of the global show Genetics for Healthcare, helping high achievers stop second-guessing themselves and expand their impact.   Key Takeaways: → The pivotal year when unemployment and a family crisis collided, and why that moment became the catalyst for entering precision medicine. → The unconventional way he prepared for a highly technical role by hand-copying medical and molecular biology content from bookstore shelves. → A plain-language breakdown of what precision medicine actually is, and how it first transformed cancer care through surgical specimens. → Why so many venture-backed precision medicine companies burned through billions, and how that opened the door for his consulting firm. → Behind-the-scenes insights into the $70 million acquisition that included the podcast, and the powerful lessons it taught him about ownership, equity, and value creation.   Rome Madison is a dynamic speaker, author, and podcaster who helps people boost self-confidence, face fears, embrace uncertainty, and cut through chaos to achieve bold, ambitious goals. Known for his high-energy delivery and inspiring message, he empowers audiences to take risks and pursue success with fearless determination. A pioneer in the precision medicine industry, Rome draws from extensive sales management and executive leadership experience, sharing powerful lessons from leading massively successful start-ups to navigating the challenges of corporate collapse and restructuring. A futurist with a Specialty in Business Strategy from Harvard Business School Online, he blends forward-thinking insight with real-world expertise. Featured on more than 50 TV and radio programs nationwide, Rome has spoken on global stages, including the Consumer Electronics Show, where he shared his expertise on the Future of Healthcare. His mission is simple yet profound: inspire people to crush their goals, no matter the obstacles. Connect With Rome : Website: https://romemadison.com/ Instagram: https://www.instagram.com/romemadisoneverydaysuperstar/ Youtube: https://www.youtube.com/@RomeMadison X: https://x.com/RomeMadison Facebook: https://www.facebook.com/TheEverydaySuperstar LinkedIn: https://www.linkedin.com/in/genomicsellingsolutions/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the year you lost your job and your mother lost her home became the same year you helped build a $70 million breakthrough in medicine? In this episode of Sharkpreneur, Seth Greene interviews Rome Madison, 3X Best-Selling Author and Keynote Speaker, who shares how growing up with a single mother battling severe mental illness and later homelessness fueled his “no excuses” mindset, and how hand-copying medical textbooks at Barnes & Noble helped him break into precision medicine just as the Human Genome Project was completed. He walks through launching a consulting firm, co-creating the Precision Medicine Podcast that contributed to a $70 million acquisition, and his current work as a confidence coach and host of the global show Genetics for Healthcare, helping high achievers stop second-guessing themselves and expand their impact.   Key Takeaways: → The pivotal year when unemployment and a family crisis collided, and why that moment became the catalyst for entering precision medicine. → The unconventional way he prepared for a highly technical role by hand-copying medical and molecular biology content from bookstore shelves. → A plain-language breakdown of what precision medicine actually is, and how it first transformed cancer care through surgical specimens. → Why so many venture-backed precision medicine companies burned through billions, and how that opened the door for his consulting firm. → Behind-the-scenes insights into the $70 million acquisition that included the podcast, and the powerful lessons it taught him about ownership, equity, and value creation.   Rome Madison is a dynamic speaker, author, and podcaster who helps people boost self-confidence, face fears, embrace uncertainty, and cut through chaos to achieve bold, ambitious goals. Known for his high-energy delivery and inspiring message, he empowers audiences to take risks and pursue success with fearless determination. A pioneer in the precision medicine industry, Rome draws from extensive sales management and executive leadership experience, sharing powerful lessons from leading massively successful start-ups to navigating the challenges of corporate collapse and restructuring. A futurist with a Specialty in Business Strategy from Harvard Business School Online, he blends forward-thinking insight with real-world expertise. Featured on more than 50 TV and radio programs nationwide, Rome has spoken on global stages, including the Consumer Electronics Show, where he shared his expertise on the Future of Healthcare. His mission is simple yet profound: inspire people to crush their goals, no matter the obstacles. Connect With Rome : Website: https://romemadison.com/ Instagram: https://www.instagram.com/romemadisoneverydaysuperstar/ Youtube: https://www.youtube.com/@RomeMadison X: https://x.com/RomeMadison Facebook: https://www.facebook.com/TheEverydaySuperstar LinkedIn: https://www.linkedin.com/in/genomicsellingsolutions/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What happens when you pause long enough to actually look at the year you just lived? In this special New Year's episode, Rebecca and Seth Greene reflect on the moments that defined their family's year. From college milestones and creative achievements to health challenges, business growth, and unexpected wins, this conversation is a reminder that no year is perfect, but every year holds progress worth celebrating. Rebecca shares heartfelt updates on her children, gratitude for the Whinypaluza community, and the surprising milestone that made her say, "Wow." The episode concludes with encouragement to set realistic goals, celebrate progress, and step into the new year with intention and grace. ✨ Key Takeaways → Big wins often come from consistency, not perfection. → Celebrating your kids' milestones never gets old. → Growth includes bumps, setbacks, and gratitude. → Sharing stories builds a stronger community. → Small goals still move life forward. Subscribe, share this episode with someone who needs a hopeful start to the year, and join the Whinypaluza Mom Facebook group for monthly challenges and real conversations. Learn more about your ad choices. Visit megaphone.fm/adchoices

What happens when you pause long enough to actually look at the year you just lived? In this special New Year's episode, Rebecca and Seth Greene reflect on the moments that defined their family's year. From college milestones and creative achievements to health challenges, business growth, and unexpected wins, this conversation is a reminder that no year is perfect, but every year holds progress worth celebrating. Rebecca shares heartfelt updates on her children, gratitude for the Whinypaluza community, and the surprising milestone that made her say, "Wow." The episode concludes with encouragement to set realistic goals, celebrate progress, and step into the new year with intention and grace. ✨ Key Takeaways → Big wins often come from consistency, not perfection. → Celebrating your kids' milestones never gets old. → Growth includes bumps, setbacks, and gratitude. → Sharing stories builds a stronger community. → Small goals still move life forward. Subscribe, share this episode with someone who needs a hopeful start to the year, and join the Whinypaluza Mom Facebook group for monthly challenges and real conversations. Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how combining strategic thinking, integrated campaigns, and strong team execution transforms marketing from a chaotic expense into a predictable growth engine. In this episode of Sharkpreneur, Seth Greene interviews Andrew Seidman, COO and Co-Founder of Digital Reach Agency, a former professional poker player turned marketing strategist who helps global enterprises and well-funded startups achieve measurable growth. With over a decade of experience leading multi-channel campaigns using platforms like Google, LinkedIn, Facebook, Demandbase, and 6sense, Andrew is known for turning complex digital challenges into streamlined, high-impact solutions. In this episode, he shares lessons on building repeatable processes, integrating teams, and leveraging data to drive meaningful results. Key Takeaways: → The importance of focusing on process rather than short-term results in marketing and operations. → Understanding the core challenges companies face in generating qualified leads and pipeline. → The value of integrating branding, content, digital experience, and revenue operations into one cohesive strategy. → How multi-channel campaigns deliver measurable impact across platforms like Google, LinkedIn, and social media. → Scaling teams effectively while maintaining culture, accountability, and alignment across geographies. Andrew Seidman is the COO and Co-Founder of Digital Reach Agency, where he has played a key role since 2013. Based in Brooklyn, New York, Andrew works closely with global enterprises to develop and implement strategies for Account-Based Marketing (ABM), Demand Generation, and Product-Led Growth (PLG) motions. He leads global advertising campaigns using platforms like Google, LinkedIn, Bing, Facebook, Demandbase, 6sense, and Terminus. Andrew coordinates resources to drive the agency's growth while providing support to the sales and technology teams to ensure exceptional customer service. With over 12 years of experience, Andrew is dedicated to delivering end-to-end digital strategies that drive success for clients around the world. Connect With Andrew: Instagram: https://www.instagram.com/digitalreachagency/ X: https://x.com/digitalreachb2b Facebook: https://www.facebook.com/DigitalReachAgency/ LinkedIn: https://www.linkedin.com/company/digital-reach-agency/ Youtube: https://www.youtube.com/c/Digitalreachagency Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how combining strategic thinking, integrated campaigns, and strong team execution transforms marketing from a chaotic expense into a predictable growth engine. In this episode of Sharkpreneur, Seth Greene interviews Andrew Seidman, COO and Co-Founder of Digital Reach Agency, a former professional poker player turned marketing strategist who helps global enterprises and well-funded startups achieve measurable growth. With over a decade of experience leading multi-channel campaigns using platforms like Google, LinkedIn, Facebook, Demandbase, and 6sense, Andrew is known for turning complex digital challenges into streamlined, high-impact solutions. In this episode, he shares lessons on building repeatable processes, integrating teams, and leveraging data to drive meaningful results. Key Takeaways: → The importance of focusing on process rather than short-term results in marketing and operations. → Understanding the core challenges companies face in generating qualified leads and pipeline. → The value of integrating branding, content, digital experience, and revenue operations into one cohesive strategy. → How multi-channel campaigns deliver measurable impact across platforms like Google, LinkedIn, and social media. → Scaling teams effectively while maintaining culture, accountability, and alignment across geographies. Andrew Seidman is the COO and Co-Founder of Digital Reach Agency, where he has played a key role since 2013. Based in Brooklyn, New York, Andrew works closely with global enterprises to develop and implement strategies for Account-Based Marketing (ABM), Demand Generation, and Product-Led Growth (PLG) motions. He leads global advertising campaigns using platforms like Google, LinkedIn, Bing, Facebook, Demandbase, 6sense, and Terminus. Andrew coordinates resources to drive the agency's growth while providing support to the sales and technology teams to ensure exceptional customer service. With over 12 years of experience, Andrew is dedicated to delivering end-to-end digital strategies that drive success for clients around the world. Connect With Andrew: Instagram: https://www.instagram.com/digitalreachagency/ X: https://x.com/digitalreachb2b Facebook: https://www.facebook.com/DigitalReachAgency/ LinkedIn: https://www.linkedin.com/company/digital-reach-agency/ Youtube: https://www.youtube.com/c/Digitalreachagency Learn more about your ad choices. Visit megaphone.fm/adchoices

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

What if an AI agent could negotiate your car deal while you keep your phone on silent? In this episode of Sharkpreneur, Seth Greene interviews Zach Shefska, Co-Founder & CEO of CarEdge, a platform using data, software, and services to make car buying fair, fast, and transparent. Zach explains how CarEdge evolved from a YouTube channel with his veteran car-salesman father into a suite of tools—pricing data, a concierge team, and an AI negotiator—that level the playing field for buyers without trying to eliminate dealerships. He shares how the business model aligns incentives, why “human-in-the-loop” AI matters, and how trust and speed can beat opacity and pressure. Key Takeaways: → CarEdge began as a YouTube channel teaching people how to buy cars and has grown into a platform with millions of monthly viewers plus tools and services that support the entire purchase journey. → The company offers negotiation-ready data, an AI negotiator that engages dealers on your behalf, and a human concierge team made up of former dealership pros who can run the process end-to-end. → Zach designed the model to avoid dealer pay-to-play by charging consumers for help, which means dealerships receive educated, motivated buyers without subscription fees or low-quality lead churn. → The mission is not to destroy dealerships but to make transactions fairer and faster, which can still serve dealer interests by improving close rates and reducing negotiation friction. → Dealership profits are typically driven by finance and insurance products rather than the new-car sale itself, so CarEdge focuses on fair vehicle pricing while educating consumers on F&I decisions. Zach Shefska is the co-founder and CEO of CarEdge, a platform dedicated to reforming the automotive retail experience through radical transparency, consumer empowerment, and digital innovation. His journey from tech executive to mission-driven entrepreneur exemplifies a deep commitment to building purpose-driven solutions that challenge exploitative norms. Connect With Zach:Website: http://www.caredge.com/  Instagram: https://www.instagram.com/mycaredge TikTok: https://www.tiktok.com/@caredge Facebook: https://www.facebook.com/mycaredge Learn more about your ad choices. Visit megaphone.fm/adchoices

What if an AI agent could negotiate your car deal while you keep your phone on silent? In this episode of Sharkpreneur, Seth Greene interviews Zach Shefska, Co-Founder & CEO of CarEdge, a platform using data, software, and services to make car buying fair, fast, and transparent. Zach explains how CarEdge evolved from a YouTube channel with his veteran car-salesman father into a suite of tools—pricing data, a concierge team, and an AI negotiator—that level the playing field for buyers without trying to eliminate dealerships. He shares how the business model aligns incentives, why “human-in-the-loop” AI matters, and how trust and speed can beat opacity and pressure. Key Takeaways: → CarEdge began as a YouTube channel teaching people how to buy cars and has grown into a platform with millions of monthly viewers plus tools and services that support the entire purchase journey. → The company offers negotiation-ready data, an AI negotiator that engages dealers on your behalf, and a human concierge team made up of former dealership pros who can run the process end-to-end. → Zach designed the model to avoid dealer pay-to-play by charging consumers for help, which means dealerships receive educated, motivated buyers without subscription fees or low-quality lead churn. → The mission is not to destroy dealerships but to make transactions fairer and faster, which can still serve dealer interests by improving close rates and reducing negotiation friction. → Dealership profits are typically driven by finance and insurance products rather than the new-car sale itself, so CarEdge focuses on fair vehicle pricing while educating consumers on F&I decisions. Zach Shefska is the co-founder and CEO of CarEdge, a platform dedicated to reforming the automotive retail experience through radical transparency, consumer empowerment, and digital innovation. His journey from tech executive to mission-driven entrepreneur exemplifies a deep commitment to building purpose-driven solutions that challenge exploitative norms. Connect With Zach:Website: http://www.caredge.com/  Instagram: https://www.instagram.com/mycaredge TikTok: https://www.tiktok.com/@caredge Facebook: https://www.facebook.com/mycaredge Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the same mindset that builds nine-figure businesses could also create a happier, healthier life?   In this episode of Sharkpreneur, Seth Greene interviews Pete Sacco, Entrepreneur, Technologist, Modern Day Mystic, is the author of Living in Bliss: Achieve a Balanced Existence of Body, Mind, and Spirit, who shares how his own low point—facing poor health and personal unhappiness despite career success—sparked a complete transformation that reshaped both his life and his company. He reveals the framework behind his “Commit, Learn, and Do” philosophy and how understanding superpowers, core values, and balance can turn ambition into fulfillment.   Key Takeaways: → How each stage of expansion requires new structures, mentors, and sometimes new team members. → Why it's vital for entrepreneurs to evolve from being business operators into strategic thinkers and investors → How professional success without personal fulfillment is a form of failure. → Why it's crucial to practice gratitude, reframe expectations, and find daily moments of wonder. → How clarity, collaboration, and alignment are more important than control.   Pete Sacco is a visionary entrepreneur, technologist, and modern-day mystic who blends conscious leadership with breakthrough innovation. As the founder of multiple ventures—including PTS Data Center Solutions, INTUVA, GRID7, InstaGuardIP, and Gray Wolf Data Centers—Pete has led transformative initiatives across AI, energy, blockchain, and digital infrastructure. His journey from electrical engineer to spiritual author and advisor reflects a rare fusion of high performance and inner awakening. Pete is the author of Living in Bliss: Achieve a Balanced Existence of Body, Mind, and Spirit, a guide for high achievers seeking fulfillment beyond success. A finalist for Ernst & Young's Entrepreneur of the Year, Pete holds a B.S. in Electrical Engineering from Fairleigh Dickinson University. He serves on the advisory board of its School of Computer Sciences and Engineering. Based in New Jersey, he helps purpose-driven professionals unlock clarity, vitality, and purpose—one system, one person, and one moment at a time.   Connect With Pete: Website: https://petesacco.com/ Instagram: https://www.instagram.com/petesaccoofficial TikTok: https://www.tiktok.com/@petesacco X: https://x.com/PeteSaccoCEO LinkedIn: https://www.linkedin.com/in/petertsacco/ YouTube: https://www.youtube.com/@PeteSaccoCEO   Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the same mindset that builds nine-figure businesses could also create a happier, healthier life?   In this episode of Sharkpreneur, Seth Greene interviews Pete Sacco, Entrepreneur, Technologist, Modern Day Mystic, is the author of Living in Bliss: Achieve a Balanced Existence of Body, Mind, and Spirit, who shares how his own low point—facing poor health and personal unhappiness despite career success—sparked a complete transformation that reshaped both his life and his company. He reveals the framework behind his “Commit, Learn, and Do” philosophy and how understanding superpowers, core values, and balance can turn ambition into fulfillment.   Key Takeaways: → How each stage of expansion requires new structures, mentors, and sometimes new team members. → Why it's vital for entrepreneurs to evolve from being business operators into strategic thinkers and investors → How professional success without personal fulfillment is a form of failure. → Why it's crucial to practice gratitude, reframe expectations, and find daily moments of wonder. → How clarity, collaboration, and alignment are more important than control.   Pete Sacco is a visionary entrepreneur, technologist, and modern-day mystic who blends conscious leadership with breakthrough innovation. As the founder of multiple ventures—including PTS Data Center Solutions, INTUVA, GRID7, InstaGuardIP, and Gray Wolf Data Centers—Pete has led transformative initiatives across AI, energy, blockchain, and digital infrastructure. His journey from electrical engineer to spiritual author and advisor reflects a rare fusion of high performance and inner awakening. Pete is the author of Living in Bliss: Achieve a Balanced Existence of Body, Mind, and Spirit, a guide for high achievers seeking fulfillment beyond success. A finalist for Ernst & Young's Entrepreneur of the Year, Pete holds a B.S. in Electrical Engineering from Fairleigh Dickinson University. He serves on the advisory board of its School of Computer Sciences and Engineering. Based in New Jersey, he helps purpose-driven professionals unlock clarity, vitality, and purpose—one system, one person, and one moment at a time.   Connect With Pete: Website: https://petesacco.com/ Instagram: https://www.instagram.com/petesaccoofficial TikTok: https://www.tiktok.com/@petesacco X: https://x.com/PeteSaccoCEO LinkedIn: https://www.linkedin.com/in/petertsacco/ YouTube: https://www.youtube.com/@PeteSaccoCEO   Learn more about your ad choices. Visit megaphone.fm/adchoices

Seth Greene is a leading authority on affiliate-driven business growth and the founder of 50 DREAM Affiliates, which he scaled to the Inc. 5000 list in 2023. He is the co-host of the Sharkpreneur podcast with Shark Tank's Kevin Harrington, ranked among the top business podcasts to listen to, and a nine-time bestselling author. Seth has been featured on NBC, CBS, Forbes, Inc, and CBS MoneyWatch, is the only person ever nominated three consecutive years for GKIC Marketer of the Year, and is a serial entrepreneur who has founded four successful companies.   Here's some of the topics we covered:   How Seth Built His Edge in Marketing and Business Growth How Seth Helps Investors Scale Faster Without Wasting Money The Sneaky Direct Mail "Ninja" Tactic That Still Crushes Turning Investors Into On Camera Brands Through Short Form Video What "Lumpy Mail" Is and Why It Gets Opened Every Time The Story Behind Seth's Connection to Kevin Harrington of Shark Tank Inside Seth's Proven System for High ROI Marketing Campaigns How Newsjacking Puts You in the Media Without Paying for Ads   To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com    For more about Rod and his real estate investing journey go to www.rodkhleif.com   Please Review and Subscribe