Podcast appearances and mentions of seth greene

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

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

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

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

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

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

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

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

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

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

Venture capital is no longer just for the ultra-wealthy. Discover how a unique strategy is opening up exclusive investment opportunities to a wider audience.   In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Jeff Ransdell, Managing Director and Founding Partner at Fuel Venture Capital, who explains how his deep knowledge of the wealth management industry is helping to democratize access to high-value venture capital opportunities. Drawing on his experience at Merrill Lynch, Jeff discusses his shift into venture capital and why scarcity in investment opportunities is now crucial to success. Tune in to learn about the future of AI investments and how Fuel Venture Capital supports financial advisors and family offices in navigating these changing markets.   Key Takeaways: → How traditional financial services are evolving due to the rise of AI and technology. → The importance of scarcity in venture capital investments. → The role of AI in identifying the best investment opportunities. → How venture capital is changing and focusing on early-stage tech companies. → How venture capital is evolving in response to current global economic conditions.   With over 30 years of experience in wealth management, Jeff Ransdell has a deep understanding of the changing needs of financial advisors and their clients. As a former Managing Director at Merrill Lynch, he managed $130 billion in client assets. Now, as the founder of Fuel Venture Capital, Jeff helps financial advisors incorporate high-growth venture investments into their diversification strategies. Fuel connects Silicon Valley with Main Street, giving private clients access to transformative companies. Jeff leads discussions on the future of investing, private markets, and how AI will influence wealth management, providing solutions for next-generation investors.   Connect With Jeff: Website Instagram Facebook LinkedIn Fuel Venture Capital LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Want to grow your business to six figures in 90 days? The key is mastering AI and using innovative digital marketing strategies.   In this episode of Sharkpreneur, Seth Greene interviews Zarar Ameen, CEO of CANZ Group and Founder of Launch My Agency, who shares how he went from a single dad struggling on a $20,000/year income to running a multi-million-dollar digital marketing agency that helps others achieve explosive growth. With a focus on AI-driven solutions, Zarar and his team empower clients to build their own profitable agencies quickly, guaranteeing results. Tune in as he reveals his proven strategies for success, including how to leverage referrals, AI, and mentorship to skyrocket your business.   Key Takeaways: → How Launch My Agency empowers entrepreneurs to launch AI-driven digital marketing agencies. → AI technology plays a pivotal role in scaling businesses. → The importance of hiring the right team members. → Why the sales closing process is essential and how commission-only closers help scale agencies. → How to overcome setbacks and pivot your marketing model to hit your revenue goals.   Zarar Ameen is the CEO of CANZ Group and Launch My Agency. He is known as the “Million Dollar Agency Advisor.” He has launched more than 300 digital marketing agencies and is said to have helped 10,000 people start their own. Ameen has been described as a dynamic entrepreneur with strong leadership and marketing skills. Some say he is an exceptional human being and a top 1% online marketing professional.   Connect With Zarar: Launch My Agency CANZ Group Instagram X Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Discover how you can skyrocket your product's success with the right launch strategy in today's rapidly changing digital world.   In this episode of Sharkpreneur, Kevin Harrington and Seth Greene interview Jeff Walker, Creator of Product Launch Formula, who has helped generate tens of billions of dollars in product sales, guiding entrepreneurs, coaches, and creators to success. With the rise of AI and digital tools, Jeff discusses how his methods are evolving to stay ahead in an increasingly competitive market, offering insights into how you can make your next product launch a game-changer.   Key Takeaways: → How AI is reshaping the way content is created and marketed in product launches. → The difference between traditional infomercial-style selling and modern, relationship-based launches. → Why focusing on authenticity and human connection is more important now than ever in the age of AI. → Proven strategies to overcome skepticism in today's content-saturated market. → How to start a product launch on a shoestring budget with tools that are free or low-cost.   Jeff Walker, Creator of Product Launch Formula, has helped generate tens of billions of dollars in product sales, guiding entrepreneurs, coaches, and creators to success. With the rise of AI and digital tools, Jeff discusses how his methods are evolving to stay ahead in an increasingly competitive market, offering insights into how you can make your next product launch a game-changer.   Connect With Jeff:   Website Instagram X Facebook   Learn more about your ad choices. Visit megaphone.fm/adchoices

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

How can your mindset be either your greatest asset or your biggest liability?   In this episode of Sharkpreneur, Seth Greene interviews Lee Milteer, an Entrepreneur, Visionary, Best-Selling Author, and Intuitive Business Mentor, who talks about the vital role of mindset in entrepreneurship. Lee shares powerful insights on overcoming fear-based thinking, building confidence, and shifting your energy to create the life and business you desire. From her early experiences of resilience after tragedy to her successful strategies for turning negative thoughts into practical actions, Lee highlights the importance of mental, physical, emotional, spiritual, and financial energy in achieving lasting success. Discover how you can change your mindset and break free from limiting beliefs to unlock your true potential.   Key Takeaways: → How to overcome fear, doubt, and imposter syndrome. → How to interrupt the pattern of thinking negatively. → The five types of energy and how they influence our success. → The importance of controlling your mental, emotional, and financial energy. → How intuition and decision-making go hand in hand.   Lee Milteer is an internationally known and celebrated Entrepreneur, Visionary, best-selling author, Award-winning Professional Speaker, TV Personality, and Intuitive Business Mentor. Lee provides business and success advice and resources to nearly 250,000 people around the world.   Connect With Lee: Website X Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

#586 Overwhelmed by marketing options and unsure where to start? In this episode, host Brien Gearin sits down with marketing expert and serial entrepreneur Seth Greene to break down the essentials of business growth. Seth shares why success isn't about being everywhere — it's about focusing on the right audience, the right channel, and the right offer. He also reveals his powerful 50 Affiliates in 50 Weeks strategy, showing how businesses can leverage relationships to scale rapidly. Whether you're a new entrepreneur or looking to expand your reach, this conversation is packed with actionable insights to help you simplify your marketing and grow your business efficiently! (Original Air Date - 2/14/25) What we discuss with Seth: + Focused marketing – Stop trying to be everywhere + One-page marketing plan – Simplify for faster growth + Target market selection – Niche down for better results + 50 Affiliates in 50 Weeks – Leverage relationships for scale + Podcasting for growth – Use interviews to build connections + Referral engine – Add value to attract partners + Avoiding overwhelm – Focus on proven strategies + Sales through relationships – Convert without the hard sell + Mindset matters – Success starts with the right perspective + Scaling without ads – Grow through organic partnerships Thank you, Seth! Check out Market Domination at ⁠MarketDominationLLC.com⁠. Get 30% off a copy of ⁠The Ultimate Guide to Growing Your Business With a Podcast⁠. Listen to ⁠SharkPreneur⁠. Follow Seth on ⁠LinkedIn⁠. Watch the ⁠video podcast⁠ of this episode! To get access to our FREE Business Training course go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MillionaireUniversity.com/training⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. And follow us on: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tik Tok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Want to hear from more incredible entrepreneurs? Check out all of our interviews ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! Learn more about your ad choices. Visit megaphone.fm/adchoices

If you're an eCommerce brand trying to scale on Amazon or Walmart, you can't afford to miss this episode.   In this episode of Sharkpreneur, Seth Greene interviews Will Haire, the CEO and Co-founder of BellaVix. This full-service marketplace marketing agency helps direct-to-consumer retail brands scale aggressively on platforms like Amazon and Walmart. With extensive experience in strategic planning, implementation, and tactical execution of marketing strategies, Will has led channel growth strategies and achieved revenue and margin goals for companies such as Instant Pot, Pyrex, Derma E, Think, and Outward Hound. He is passionate about helping brands achieve category domination and is dedicated to providing world-class customer service and results.   Key Takeaways: → The biggest mistakes eCommerce brands make. → The secret to successfully negotiating your brand on Amazon. → Why controlling your brand registry is key to protecting your listings. → The role of product margins in scaling on Amazon and Walmart. → How Walmart's seller platform compares to Amazon.   Will Haire is the CEO and Co-founder of BellaVix, a full-service marketplace marketing agency that helps direct-to-consumer retail brands scale rapidly on platforms like Amazon and Walmart. With extensive experience in strategic planning, implementation, and tactical execution of marketing strategies, Will has led channel growth initiatives and met revenue and margin targets for companies such as Instant Pot, Pyrex, Derma E, Think, and Outward Hound. He is passionate about helping brands achieve category dominance and is dedicated to delivering world-class customer service and results.   Connect With Will: Website X Facebook Bellavix LinkedIn Will Haire LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it really take to keep a marriage strong for 20 years? In this heartwarming and hilarious episode of the Whinypaluza Podcast, host Rebecca Greene is joined by her husband Seth and their teenage daughter Ella for a candid, joy-filled conversation about what makes a marriage work—and why love is a choice you make every day. This special Whinypaluza Wednesday celebrates 20 years of marriage between Rebecca and Seth Greene. With their daughter Ella joining the conversation, the Greene family reflects on the lessons they've learned about love, communication, commitment, and connection. From laugh-out-loud anecdotes to deeply moving insights, this episode offers a rich blend of humor and wisdom. Rebecca shares some of her favorite marriage tips, Seth offers his perspective as a supportive partner, and Ella contributes thoughtful observations from growing up in a home built on intentional love.

Imagine getting paid for everything you already do on your phone — now it's possible.   In this episode of Sharkpreneur, Seth Greene interviews Dan Novaes, co-founder and CEO of Mode Mobile, who is transforming our perspective on smartphones and passive income. With over 50 million users, Mode Mobile is revolutionizing the mobile industry with its EarnPhone, enabling users to convert everyday activities like playing games, shopping, or charging their phones into actual income. From beginning by selling discounted polo shirts to developing an operating system that powers the Earn Phone, Dan's journey is characterized by pivots, lessons, and rapid growth, demonstrating that with the right mindset, you can build a business that truly benefits consumers.   Key Takeaways: → How Mode Mobile's users are paid for daily smartphone activities. → The secret behind Mode Mobile's exponential growth. → Why Mode Mobile targets budget-conscious consumers in emerging markets. → The challenges and rewards of crowdfunding and raising nearly $60 million. → How Mode Mobile is helping consumers earn and save money daily.   Dan Novaes is the Co-Founder and CEO of Mode Mobile, a company reshaping how people interact with technology. Under his leadership, Mode Mobile achieved a 32,481% revenue increase from 2019 to 2022 and secured the top position in Software on Deloitte's Technology Fast 500 List. The company's flagship product, the Mode EarnPhone, enables users to earn passive income through everyday activities, with over 2 million five-star reviews and more than $325 million earned by users globally.   Connect With Dan: Website X   Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn how to preserve wealth across generations and understand the importance of family governance in making sure your legacy continues and prospers for many years.   In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Tom Rogerson, President and CEO of GenLeg Co., Inc. He is a leading expert in family governance and wealth preservation. With decades of experience in financial planning and estate management, Tom discusses the challenges wealthy families face in managing and preserving their wealth across generations. He emphasizes the importance of family unity, governance, and philanthropy in preserving wealth while fostering strong, responsible family dynamics. Learn why proactive family planning is crucial for avoiding the generational breakdown that can lead to wealth dissipation.   Key Takeaways: → How family wealth preservation isn't just about financial assets. → Why high-net-worth families often lack trust and struggle working together. → The importance of starting family governance practices early. → Proactive family philanthropy can be an effective way to bring family members together. → It's a misconception that wealth ensures family unity.   As a recognized leader and pioneer in family governance worldwide, Tom Rogerson utilizes his “7 Steps to Healthy Family Governance” to help families enhance communication, develop a philanthropic vision, plan for legacy, manage succession, and provide education. Tom integrates these key issues into a client's comprehensive wealth management plan, helping to prepare the family for the wealth and the wealth for the family. He brings over forty years of experience to the wealth management industry, where he has advised and educated families, helping them transfer significant assets—both tangible and intangible—from one generation to the next.   Connect With Tom:  Website LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

If you believe college costs are non-negotiable—or that you can't haggle with a university—this episode will change everything.   In this episode of Sharkpreneur, Seth Greene interviews Paul Celuch, Co-Founder of College Assistance Plus, and John Decker, a Founding Director of Every Student Sent. They are dedicated to helping families lower student debt, secure better college offers, and guide students toward purpose-driven careers. With experience in executive leadership, nonprofit work, and real-world college admissions strategies, Paul and John have created a proven system to help families navigate the college process from start to finish—without overspending. From uncovering little-known negotiating tactics to preparing students for interviews that win scholarships, they assist families in not just getting in—but graduating with a degree, a clear direction, and minimal debt.   Key Takeaways: → Why impersonal financial aid offers are just a starting point. → How understanding the business of college leads to better offers. → The critical importance of choosing a major before choosing a school. → What colleges don't tell you about how they fill class gaps. → Why GPA and essays matter less than you think in the negotiation process.   Paul Celuch is a seasoned sales and marketing executive with over 15 years at IBM and successful leadership roles at MCI Telecommunications, Rochester Telephone, Intermedia Communications, Coyote Technologies, and Mpower. With 20 years in telecommunications, Paul also served as President, CEO, and Co-Owner of Lanier Office Equipment in Western NY, and operated his own Executive Search firm. In 2004, he co-founded College Assistance Plus to help families minimize college costs, assisting over 6,000 students nationwide. Paul is also an active community leader, serving as a Deacon at Lima Baptist Church and President of the Board at Lima Christian School. He has been a member of the Parent Boards at Messiah College and Gordon College.   John Decker is a business development professional with over 16 years of experience at College Assistance Plus, where he helps families prepare financially and strategically for college. With a background in aerospace and fiber optics, John worked at top companies like Lockheed Martin and Philips for 27 years, holding roles such as Contract Manager, Product Manager, and Director of Business Development. A graduate of Syracuse University, John is a founding director of the nonprofit Every Student Sent, which helps students start college with purpose and support. He is also a past president of the Businessmen's Fellowship chapter in Syracuse. John lives in Syracuse, NY, with his wife, three children, and eight grandchildren.   Connect With Paul and John: Website LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

If you've ever achieved everything you were “supposed to” and still wondered, Is this all there is? This episode is for you.   In this episode of Sharkpreneur, Seth Greene interviews Markus Neukom, a Leadership Executive Coach & Business Strategist, who is an executive mentor and transformational guide who helps high achievers break through impostor syndrome, reconnect with purpose, and live their legacy in the present, not just leave one behind. After years as a business consultant and coach, Markus shares that most success-driven individuals don't need more strategies—they need to reconnect with who they really are. His process, rooted in what he calls stillness, helps clients remove the noise of expectations and rediscover their original design—so they can operate from coherence, not confusion.   Key Takeaways: → The core difference between silence and stillness. → What it means to live your legacy now, not just leave one behind. → How high performers can lose purpose after massive success. → The danger of misdiagnosing your own challenges. → What stillness reveals that meditation can't.   Markus Neukom is a leadership executive coach, business strategist, and former HR executive. With over twenty years of experience, Markus specializes in helping tech leaders, board members, and venture capitalists who feel "stuck" to move beyond technical skills into decisive, visionary leadership. His coaching programs, especially his L.E.A.P.S. Leadership Playbook, have helped many leaders overcome imposter syndrome, grow their businesses, and build transformative cultures.   Connect With Markus: Instagram Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

If your financial plan requires you to wait 30 years to enjoy life, it's time for a serious upgrade. In this episode of Sharkpreneur, Seth Greene interviews Chris Miles, the Cash Flow Expert and Anti-Financial Advisor, who is the host of the Money Ripples Podcast, with nearly 1,000 episodes helping people build real, work-optional lives. A former financial advisor turned rebel investor, Chris retired at 28 using passive income strategies—only to rebuild again after the Great Recession taught him what absolute financial independence takes. Now he helps business owners and professionals ditch traditional advice, free up trapped capital, and create multiple income streams that support freedom today, not decades from now. Key Takeaways: → Why locking money away in 401(k)s and IRAs is often a mistake. → How business owners can leverage cash flow for growth and freedom. → The power of nurturing leads through long-form content like podcasts. → Learn the biggest financial myths that keep entrepreneurs broke. → How Money Ripples' mission is to create work-optional lives. Chris Miles, the Cash Flow Expert and Anti-Financial Advisor, is a leading authority on teaching entrepreneurs and professionals how to make their money work for them today. Chris has used his knowledge not once, but twice, to become financially independent—where his passive income exceeds his expenses and he paid off his $1 million debt after the last recession without declaring bankruptcy. He has been featured in US News, CNN Money, Entrepreneurs on Fire, and Bigger Pockets. He has a proven track record with his company, Money Ripples, of helping clients achieve quick financial results. In fact, his personal clients have increased their cash flow by nearly $300 million over the last 12 years. Connect With Chris: Website Instagram TikTok X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

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

If leadership feels like herding cats in a storm, this episode provides the system to help you regain control—without burning out.   In this episode of Sharkpreneur, Seth Greene interviews Daryl D. Black, Leadership Architect at DarylDBlack.com. Daryl brings over thirty years of experience in emergency response, project management, and executive coaching to the challenge of leading in chaotic, high-stakes environments. Drawing on his background in search and rescue and his work with companies ranging from $10 million to $4.8 billion in revenue, Daryl shares his Order of Chaos framework: a powerful system that helps leaders master themselves, increase productivity, and build autonomous, high-performing teams. Whether you're a founder growing quickly or an executive experiencing burnout, Daryl's practical strategies provide a blueprint for leading with clarity, calm, and impact.   Key Takeaways: → Why self-mastery is the foundation of outstanding leadership. → How to reduce feeling overwhelmed and increase clarity under pressure. → Why your technical skills won't scale with your business. → How to use the 1-3-1 method for decision-making and upward delegation. → The importance of clearly defined roles, expectations, and communication standards.   Daryl D. Black is a Leadership Architect, personal development coach, and the creator of the IMPACT leadership programs. With over 30 years of experience in senior crisis leadership and project management, Daryl's mission is to provide leaders with practical guidance to enhance their leadership skills, improve their mindset, grow their influence, and maximize their impact. He is also the host of the Lead From the Inside Out podcast and the author of several influential works. As a father to Hunter, Daryl is dedicated to helping leaders become recognized, respected, and rewarded, all while achieving the greatest results with the least effort and time. Through his coaching and programs, Daryl empowers leaders to unlock their potential and increase their income.   Connect With Daryl: Website LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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