Podcast appearances and mentions of seth greene

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Best podcasts about seth greene

Latest podcast episodes about seth greene

SharkPreneur
Episode 1157: OpenProvider's Unique Business Model: Domains at Cost with Arno Vis

SharkPreneur

Play Episode Listen Later Jun 25, 2025 17:26


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

SharkPreneur
Episode 1156: How Financial Clarity Can Transform Your Business with Natalia Zacharin

SharkPreneur

Play Episode Listen Later Jun 23, 2025 16:23


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

The Whinypaluza Podcast
Episode 455: Father's Day Special with Seth and Lillie

The Whinypaluza Podcast

Play Episode Listen Later Jun 20, 2025 23:04


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

Believe you can because you can!
From Leads to Lifelong Fans: Mastering Marketing Systems (#803)

Believe you can because you can!

Play Episode Listen Later Jun 20, 2025 24:01


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

SharkPreneur
Episode 1155: How ADHD Can Be Your Entrepreneurial Superpower with Skye Waterson

SharkPreneur

Play Episode Listen Later Jun 18, 2025 16:26


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

Registered Investment Advisor Podcast
Episode 209: Legacy on Film: The Emotional Power of Preserving Personal History

Registered Investment Advisor Podcast

Play Episode Listen Later Jun 18, 2025 15:13


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

SharkPreneur
Episode 1154: The Secrets to a Successful Business Sale Process with David Barnett

SharkPreneur

Play Episode Listen Later Jun 16, 2025 16:50


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

The Whinypaluza Podcast
Episode 452: What Volunteering Means To Me

The Whinypaluza Podcast

Play Episode Listen Later Jun 11, 2025 20:02


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

SharkPreneur
Episode 1153: From Garage to Unicorn: The Boxabl Disruption with Galiano Tiramani

SharkPreneur

Play Episode Listen Later Jun 11, 2025 12:55


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

Registered Investment Advisor Podcast
Episode 208: The Infinite Banking Strategy Every Entrepreneur Should Know

Registered Investment Advisor Podcast

Play Episode Listen Later Jun 11, 2025 14:00


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

SharkPreneur
Episode 1152: The Billionaire Blueprint for Alternative Investing, Simplified with Justin Donald

SharkPreneur

Play Episode Listen Later Jun 9, 2025 17:50


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

Club Capital Leadership Podcast
Episode 469: Gain The Marketing Edge Through Acquisition Spend with Seth Greene

Club Capital Leadership Podcast

Play Episode Listen Later Jun 9, 2025 30:51


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

The Whinypaluza Podcast
Episode 450: Why Am I Always Rushing

The Whinypaluza Podcast

Play Episode Listen Later Jun 4, 2025 34:52


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

SharkPreneur
Episode 1151: The Adaptive Startup System with Boomy Tokan

SharkPreneur

Play Episode Listen Later Jun 4, 2025 17:03


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

Registered Investment Advisor Podcast
Episode 207: Why Your CPA Should Be a Strategic Partner, Not a Transactional Vendor

Registered Investment Advisor Podcast

Play Episode Listen Later Jun 4, 2025 13:20


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

SharkPreneur
Episode 1150: Bootstrapping a $250M Company and Revolutionizing Air Quality with David Heacock

SharkPreneur

Play Episode Listen Later Jun 2, 2025 19:25


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

SharkPreneur
Episode 1149: Crafting Marketing Masterpieces and Scaling High-Impact Businesses with Alessio Pieroni

SharkPreneur

Play Episode Listen Later May 28, 2025 18:39


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

Registered Investment Advisor Podcast
Episode 206: Why RIAs Are Turning to Timber: A Natural Hedge Against Market Volatility

Registered Investment Advisor Podcast

Play Episode Listen Later May 28, 2025 16:07


What if your next great investment wasn't in stocks or real estate, but in trees? How timberland could be the most overlooked asset class in wealth management today.   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with John Brenard, co-founder of Southview Timber Investments, who shares how he transitioned from a decade in traditional wealth management to managing over 10,000 acres of timberland across the southeastern U.S. He explains why timber provides stable, uncorrelated returns, minimal overhead, and a tangible, scalable path for RIAs seeking alternative investments for their clients.   Key Takeaways: → How timberland offers long-term returns through land appreciation, biological tree growth, and opportunistic land sales. → Why timber is an ideal uncorrelated asset that is now available to individual investors through Southview's fund. → How Southview partners with RIAs, offering direct access, low investment minimums, and co-branded education to help clients diversify. → Get an inside look at the $50 million fundraiser aimed at scaling Southview's impact and the value behind every acre of pine.   John Brenard has excelled in various business environments for over 15 years, ranging from executive and advisory roles at J.P. Morgan and Wells Fargo Advisors to managing operations and expansion at several startups. During his time in the wealth management industry, he built long-term client relationships founded not only on his investment expertise but also on exceptional levels of integrity and service. As an investor in timberland, John possesses a deep understanding of diverse investment asset classes and financial markets. His objective at Southview is to provide a wider audience of investors with the same benefits in timberland investing that he has enjoyed. John holds a bachelor's degree from California State University, has earned multiple professional credentials in the investment sector, and is a member of the Georgia Forestry Association.    Connect With John: Southview Timber   Learn more about your ad choices. Visit megaphone.fm/adchoices

SharkPreneur
Episode 1148: Legacy on Film: The Emotional Power of Preserving Personal History with Chance McClain

SharkPreneur

Play Episode Listen Later May 26, 2025 17:57


What if the most meaningful gift you could give your family wasn't something you bought, but a beautifully crafted film that captures the stories, values, and legacy of a life well-lived?   In this episode of Sharkpreneur, Seth Greene speaks with Chance McClain, founder of Heritage Films and creator of over 800 custom documentaries, who shares how he's helping families preserve their legacies through cinematic storytelling. What began as a favor for a friend has evolved into a powerful mission: capturing the voices, values, and life lessons of loved ones before they're lost to time. In this emotional and inspiring conversation, Chance reveals how a single interview can become a treasured family heirloom—and why every story deserves to be told like a Hollywood film.   Key Takeaways: → How one conversation launched a storytelling business that now features over 800 films. → Why filming someone's legacy isn't just about preserving memories, it's about transferring values. → What most people misunderstand about preserving family history. → The surprising impact these films have on the families who commission them. → The behind-the-scenes process that turns real lives into stunning, heirloom-quality documentaries.   Chance McClain is a creative powerhouse who blends a rich background in filmmaking, radio, and theater with a passion for storytelling. As the founder of Heritage Films, Chance has created over 800 feature-length documentaries that celebrate family stories and life legacies. His work has connected generations, preserving the essence of individuals and families through visually stunning films. Whether inspiring others to embrace their past or discussing the art of storytelling, he captivates audiences and helps them appreciate the value of preserving their legacies.   Connect With Chance: Heritage Films Instagram X Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

SharkPreneur
Episode 1147: Money Grows on Trees: Time Rich and Financially Free by 40 with Lloyd Ross

SharkPreneur

Play Episode Listen Later May 21, 2025 16:23


What if you could break free from the rat race, create lasting wealth, and take back your time—all before turning 40?   In this episode of Sharkpreneur, Seth Greene speaks with Lloyd Ross—a lawyer-turned-entrepreneur, bestselling author of Money Grows on Trees and Money Buys Happiness, and host of the top-rated "Money Grows on Trees" podcast. He shares how he built a multimillion-dollar wealth education empire, achieved financial independence in his 30s, and secured a major publishing deal with Wiley for his newest book, Become Time Rich. Tune in as he unpacks the mindset shifts, investing principles, and business strategies that helped him and thousands of students worldwide escape the 9-to-5 grind.   Key Takeaways: → How a career pivot sparked a mission to teach financial freedom and build time-rich lives. → The key mindset shifts behind building wealth and reclaiming your time. → Why most people never learn the basics of money – and how to change that. → The power of books, funnels, and Facebook ads in scaling a financial education movement.   Lloyd James Ross is a multiple seven-figure investor, entrepreneur, and financial educator dedicated to helping others achieve financial freedom. As a 2-Comma Club Award Winner (ClickFunnels) and Legacy Club Millionaire (Isagenix), he has built a reputation for success in wealth-building and business growth. Lloyd is the author of three insightful books: Money Grows on Trees (simplifying wealth-building), Money Buys Happiness (revealing the truth about money and fulfillment), and Become Time Rich (his latest book, published by Wiley). He also hosts the award-winning Money Grows on Trees podcast, which boasts over 155 five-star reviews.   Connect With Lloyd: Lloyd Ross Instagram X Facebook Learn more about your ad choices. Visit megaphone.fm/adchoices

Registered Investment Advisor Podcast
Episode 205: Money Grows on Trees: Time Rich and Financially Free by 40

Registered Investment Advisor Podcast

Play Episode Listen Later May 21, 2025 14:29


What if you could break free from the rat race, create lasting wealth, and take back your time—all before turning 40?   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Lloyd Ross—a lawyer-turned-entrepreneur, bestselling author of Money Grows on Trees and Money Buys Happiness, and host of the top-rated "Money Grows on Trees" podcast. He shares how he built a multimillion-dollar wealth education empire, achieved financial independence in his 30s, and secured a major publishing deal with Wiley for his newest book, Become Time Rich. Tune in as he unpacks the mindset shifts, investing principles, and business strategies that helped him and thousands of students worldwide escape the 9-to-5 grind.   Key Takeaways: → How a career pivot sparked a mission to teach financial freedom and build time-rich lives. → The key mindset shifts behind building wealth and reclaiming your time. → Why most people never learn the basics of money – and how to change that. → The power of books, funnels, and Facebook ads in scaling a financial education movement.   Lloyd Ross is a multiple seven-figure investor, entrepreneur, and financial educator dedicated to helping others achieve financial freedom. As a 2-Comma Club Award Winner (ClickFunnels) and Legacy Club Millionaire (Isagenix), he has built a reputation for success in wealth-building and business growth. Lloyd is the author of three insightful books: Money Grows on Trees (simplifying wealth-building), Money Buys Happiness (revealing the truth about money and fulfillment), and Become Time Rich (his latest book, published by Wiley). He also hosts the award-winning Money Grows on Trees podcast, which boasts over 155 five-star reviews.   Connect With Lloyd: Lloyd Ross Instagram X Facebook   Learn more about your ad choices. Visit megaphone.fm/adchoices

SharkPreneur
Episode 1146: The Infinite Banking Strategy Every Entrepreneur Should Know with M.C. Laubscher

SharkPreneur

Play Episode Listen Later May 19, 2025 16:14


What if everything you've been taught about managing your money as a business owner is wrong—and the real path to lasting wealth begins with becoming your own bank?   In this episode of Sharkpreneur, Seth Greene speaks with M.C. Laubscher, founder of Producers Wealth and creator of the Cashflow Ninja platform. He reveals why traditional financial advice often fails business owners. He discusses how building your own banking system can unlock true financial freedom, scale your business faster, and protect your wealth long term. In this conversation, you'll discover powerful strategies for taking control of your capital, avoiding the traps of Wall Street, and multiplying your wealth predictably.   Key Takeaways: → Why conventional financial advice could be sabotaging your business growth. → The key mindset shift that separates struggling entrepreneurs from wealthy ones. → How to build your private banking system without relying on Wall Street. → The biggest mistake business owners make once they start generating cash flow. → How Cashflow Ninja influences over 7 million people worldwide. M.C. Laubscher is the founder of Producers Wealth, where he helps business owners implement alternative wealth strategies to build freedom and legacy. As the creator and host of the popular Cashflow Ninja podcast, which has millions of downloads worldwide, M.C. has been recognized by Entrepreneur Magazine as one of the top 48 podcasts for entrepreneurs. A best-selling author of The 21 Best Cashflow Niches™ and Get Wealthy for Sure™, M.C. is also a member of the Forbes Finance Council and The Million Dollar Round Table. He is a sought-after speaker and frequently appears on top business podcasts, sharing his expertise on financial independence and generational wealth.   Connect With M.C.: Producers Wealth Instagram X Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

The Whinypaluza Podcast
Episode 444: My Mother's Day Prescriptions for Moms

The Whinypaluza Podcast

Play Episode Listen Later May 14, 2025 30:32


SharkPreneur
Episode 1145: Boost Retention, Book Appointments, and Get Referrals Without Lifting a Finger with Mostafa Hosseini

SharkPreneur

Play Episode Listen Later May 14, 2025 18:09


What if the easiest way to double your sales, boost customer retention, and get more referrals isn't hiring more people, but allowing AI to make the calls for you?   In this episode of Sharkpreneur, Seth Greene speaks with Mostafa Hosseini, Founder of Persyo and Co-Founder of Paradox AI, who shares how his frustration with clients' fear of phone calls led to the creation of Paradox AI. This groundbreaking tool utilizes AI to manage inbound and outbound customer calls, enhance retention, and generate more revenue without increasing ad spend. Paradox AI is transforming customer engagement, lead follow-up, and referral generation through the power of AI.   Key Takeaways: → Why most business owners are losing easy sales and how AI is changing that. → How one marketing expert turned a common client fear into a revolutionary business model. → Why this overlooked method can instantly boost your customer retention and referrals. → Why traditional follow-up systems are broken – and what's working instead. → How the future of customer engagement will be faster, smarter, and way less expensive.   Mostafa Hosseini is the founder of Persyo and co-founder of Paradox AI. He is the creator and author of "Simple Marketing Formula" and hosts "The Executive Hub" and the "Simple Marketing Podcast." Since 2010, he has helped business owners build profitable businesses across various industries. His AI tool helps businesses increase revenue by managing calls, improving customer engagement, and boosting retention, without spending on ads.   Connect With Mostafa: Persyo LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Registered Investment Advisor Podcast
Episode 204: The Advisor's Secret Weapon: How Practifi Drives Growth

Registered Investment Advisor Podcast

Play Episode Listen Later May 14, 2025 17:58


What if your CRM could actually help you grow instead of holding you back? Adrian Johnstone reveals how Practifi is transforming the way wealth management firms operate, scale, and serve their clients.   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Adrian Johnstone, co-founder of Practifi, who shares how his purpose-built CRM platform empowers financial advisory firms to streamline operations, unlock scalable growth, and deepen client relationships. From leveraging AI for smarter workflows to enabling firms to increase their M&A capacity fivefold, Adrian breaks down why Practifi is more than just a CRM—it's the future of advisor tech.   Key Takeaways: → How Practifi helps advisory firms scale faster. → Why Practifi's role-based CRM design empowers every team member. → How Practifi leverages AI to automate workflows and surface hidden growth opportunities. → How Practifi turns disconnected data into actionable insights. → Why over 10,000 users across hundreds of firms trust Practifi to power their operations, drive growth, and stay one step ahead in a changing tech landscape.   Adrian Johnstone has over 20 years of experience helping businesses of all sizes leverage technology for growth. A regular presenter at industry events in Australia and the United States, Adrian offers deep insight into the technology needs of advisors. Adrian owns Practifi's global go-to-market strategy and direction.   Connect With Adrian: Practifi Instagram X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

SharkPreneur
Episode 1144: Inside the Mind of Seth Greene: A Sharkpreneur Special Episode with Peter Murphy Lewis

SharkPreneur

Play Episode Listen Later May 12, 2025 13:25


What happens when podcast host, master marketer, and referral system pioneer Seth Greene takes the hot seat and gets grilled on his biggest wins, toughest failures, and the real story behind 2,000 videos and a no-ask referral empire?   In this rare role-reversal episode, Sharkpreneur host Seth Greene is interviewed by Peter Murphy Lewis, founder of StrategicPete.com. Seth opens up about the mindset, methods, and mistakes behind his entrepreneurial journey. From selling his house using Facebook ads to building a no-ask referral system that earned him three Dan Kennedy Marketer of the Year nominations, Seth shares the behind-the-scenes moments that have shaped his success. You'll hear about painful lessons, martial arts-inspired leadership, and how he has created nearly 2,000 videos without burning out.   Key Takeaways: → What happens when a podcast host becomes the guest on his show. → How shifting your mindset can turn rejection into opportunity. → How one simple idea created a referral system that works without asking. → The connection between martial arts and modern leadership. → Why consistency, not perfection, is the secret behind 2,000 videos and counting.   Peter Murphy Lewis is the founder of StrategicPete.com and a seasoned fractional Chief Marketing Officer, known for helping CEOs transform messy, scattered marketing data into clear, actionable strategies that drive serious growth. With a rare blend of creative storytelling and strategic insight, Peter brings over a decade of experience in marketing leadership, positioning brands for exponential success. He's also a television host and lifelong storyteller, passionate about uncovering what makes entrepreneurs and businesses tick. Whether he's advising a startup or optimizing a legacy brand's digital ecosystem, Peter thrives on clarity, impact, and connection.   Seth Greene is the nation's foremost authority on how to grow your business with 50 DREAM affiliates and our founder, growing us to the Inc 5000 list in 2023. He is the co-host of the Sharkpreneur podcast with Shark Tank's Kevin Harrington, which was named the number 6 business podcast to listen to. Seth is a 9 time best selling author who has been interviewed on NBC news, CBS news, Forbes, Inc, CBS Moneywatch, and the only person in history to be nominated three years in a row for the prestigious GKIC Marketer of the Year award. Seth is a serial entrepreneur and has founded four successful businesses.   Connect With Peter: StategicPete.com Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

SharkPreneur
Episode 1143: How the Texas Freedom Fund Is Unlocking Passive Income with Bryan Hancock

SharkPreneur

Play Episode Listen Later May 7, 2025 12:30


What if the key to lowering your taxes, creating passive income, and building lasting wealth wasn't real estate—but oil and gas?   In this episode of Sharkpreneur, Seth Greene speaks with Bryan Hancock, a seasoned real estate developer and entrepreneur. He has spent over 20 years building ground-up projects before pivoting into the oil and gas world. Today, he leads the Texas Freedom Fund, offering accredited investors access to high-yield energy investments backed by strong tax advantages and proven operators. Bryan shares how he transitioned from real estate to oil and gas, the powerful tax strategies he uncovered, and why he believes this is one of the best passive income opportunities available today.   Key Takeaways: → Why traditional real estate investors are missing a major passive income opportunity. → How there is a little-known tax advantage that could slash your income taxes. → Why oil and gas drilling is less risky than you might think. → How the Texas Freedom Fund helps investors create long-term cash flow and freedom.   Bryan Hancock is a seasoned entrepreneur, investor, and dealmaker with a track record of building successful private ventures across multiple industries, including oil and gas, real estate development, and private equity. As the driving force behind the Texas Freedom Fund, Bryan helps executives break free from corporate constraints by providing exclusive investment opportunities in high-potential energy projects. This private equity fund is designed for those looking to diversify their portfolios, capitalize on tax-advantaged oil and gas investments, and generate wealth through strategic partnerships.   Connect With Bryan: Executive Connect LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Registered Investment Advisor Podcast
Episode 203: Scaling Hightower from $50B to $200B AUM Driving Growth Without Losing Independence

Registered Investment Advisor Podcast

Play Episode Listen Later May 7, 2025 20:15


What does it take to scale a $200B wealth management powerhouse while preserving the heart of independent advice?   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Bob Oros, Chairman and CEO of Hightower. Bob shares how he transformed a $50B firm into a $200B national wealth management platform by empowering advisors with scale, resources, and entrepreneurial freedom. Drawing on insights from over 50 M&A deals and decades in the industry, Bob discusses leadership lessons, organic growth strategies, and how Hightower helps top advisors deliver extraordinary client experiences.   Key Takeaways: → Why successful mergers and acquisitions require saying no to deals that don't align with your company's culture and goals. → How communication and culture are central to managing rapid growth while remaining nimble. → How Hightower provides advisors with services that include HR, compliance, finance, centralized investments, and a national trust company. → How advisors can choose which Hightower services to adopt.  → Why Hightower focuses on helping advisors free up time and serve clients to attract new clients.    Bob Oros is Chairman and CEO of Hightower, a national wealth management firm that invests in and empowers financial advisory businesses to drive growth and help clients achieve ‘well-th. rebalanced.' Under Bob's leadership, Hightower has transformed its business and culture, accelerated acquisitions, expanded services for advisors, and achieved consistently strong organic growth. He has over 25 years of strategic and operational experience, with a track record of successfully recruiting, retaining, and supporting advisors.   Connect With Bob:  Hightower Advisors TikTok X LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

SharkPreneur
Episode 1142: Scaling Smarter: How Cognet Solves the Labor Crisis with John Sansoucie

SharkPreneur

Play Episode Listen Later May 5, 2025 16:36


What happens when a CFO with a knack for numbers and a passion for people builds an offshore HR powerhouse from scratch—and grows it to 500 employees without a single cold call? In this episode of Sharkpreneur, Seth Greene speaks with John Sansoucie, founder of CogNet, an offshore HR powerhouse that now boasts over 500 employees and a place on the Inc. 5000 list. John reveals how he assists HR firms in scaling quickly by discreetly managing payroll, benefits, taxes, and accounting behind the scenes—often reducing costs by more than half. Find out how he transformed a labor crisis into a competitive advantage and why some of the industry's leading players now rely on his extended office model. Key Takeaways: → How a turnaround crisis led to a global HR empire. → Why one bold leap during COVID changed everything for CogNet. → The hidden cost most companies ignore when trying to scale. → What it takes to build a 500-person offshore team from scratch. → Why the “extended office” mindset is rewriting the rules of outsourcing.   John Sansoucie launched CogNet in 2004 after waking up in India with a bold vision, backed by 27 years of experience in TPA, HRO, and PEO. He has built and managed multiple global service operations and held senior executive roles at top HR outsourcing firms, including CFO at US Personnel and VP at Advantec. John holds a Finance degree from the University of Missouri and an MBA from the University of South Florida. Connect With John: CogNet Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

SharkPreneur
Episode 1141: The Secret to Scaling Fast Without Breaking: Lessons from Exbo Group's Growth with Kevin Gwynn White

SharkPreneur

Play Episode Listen Later Apr 30, 2025 17:53


When high-growth startups and private equity-backed companies hit critical financial crossroads, they call Kevin Gwynn White—discover how the co-founder of Exbo Group helps founders turn chaos into clarity and scale with confidence.   In this episode of Sharkpreneur, Seth Greene speaks with Kevin Gwynn White, co-founder of Exbo Group. He shares how he built a powerhouse finance firm that supports high-growth startups and private equity firms through pivotal transitions—without raising outside capital. With insights shaped by his experience at EY, an MBA from Columbia, and lessons from the front lines of over 20 growth companies, Kevin reveals the strategies that make Exbo a go-to resource for CFO advisory, M&A readiness, and scalable finance operations.   Key Takeaways: → The critical mistake founders make during Series B fundraising – and how Exbo's financial storytelling turns confusion into capital. → Why top-tier private equity firms trust Exbo to stabilize and scale their portfolio companies post-acquisition with CFO, tax, and transaction services. → The behind-the-scenes growth strategy that keeps Exbo profitable while scaling fast in a cash flow-intensive service business. → What it's like working alongside mission-driven founders – and how Exbo becomes the steady hand during high-stakes inflection points. → How Exbo supports private equity firms post-acquisition with CFO advisory, quality of earnings, and tax due diligence.   Kevin Gwynn White co-founded Exbo Group in 2017. He has helped to provide finance, operations, and strategy support to growth-stage companies and M&A diligence support to fund managers. Kevin focuses on bridging the gap between investors and founders, help CEOs build premier finance functions that appeal to investors. His areas of focus include education, software, and e-commerce.   Connect With Kevin:   Exbo Group LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Registered Investment Advisor Podcast
Episode 202: Reverse Mortgage Myths Busted: The Truth Dave Ramsey Won't Tell You

Registered Investment Advisor Podcast

Play Episode Listen Later Apr 30, 2025 18:36


Think reverse mortgages are a last resort or a financial trap? Think again! In this eye-opening episode, mortgage expert Kevin Guttman debunks common myths, reveals the hidden advantages of reverse mortgages, and explains how seniors can unlock financial freedom, boost their retirement income, and even help their loved ones—all while living in the home they love.   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with mortgage expert and author Kevin Guttman. He shatters common misconceptions about reverse mortgages, explaining how they can be a powerful tool for financial security, retirement planning, and even wealth-building. As the author of Reverse Mortgage Revolution and Reverse Mortgage Changed My Life, Kevin shares expert insights on how seniors can turn home equity into a strategic asset—without the financial pitfalls that so-called experts like Dave Ramsey and Suze Orman warn against.   Key Takeaways: → Why Dave Ramsey and Suze Orman are wrong about reverse mortgages. → How reverse mortgages are not considered income. → Why reverse mortgages boost purchasing power. → How a reverse mortgage can help stabilize financial security. → How heirs should handle repayment of reverse mortgages.   ​Kevin Guttman is a seasoned mortgage professional specializing in reverse mortgages, dedicated to helping seniors achieve financial stability and peace of mind. With a deep understanding of the unique needs of retirees, Kevin offers personalized solutions that empower clients to access their home equity while maintaining ownership of their homes. His commitment to ethical practices and client education has made him a trusted advisor in the industry. Through his work, Kevin strives to provide financial freedom and improved quality of life for the senior community.   Connect With Kevin: Kevin Guttman X Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

SharkPreneur
Episode 1140: Hard Trends and Innovation: Predicting the Future with Certainty with Daniel Burrus

SharkPreneur

Play Episode Listen Later Apr 28, 2025 24:01


Can you really predict the future—and use it to gain a competitive edge? Futurist and bestselling author Daniel Burrus reveals how identifying hard trends can help you anticipate disruption, seize low-risk opportunities, and confidently lead your industry.   In this episode of Sharkpreneur, Seth Greene speaks with world-renowned futurist and bestselling author Daniel Burrus—known for books like Flash Foresight, Technotrends, and The Anticipatory Organization. He reveals how separating hard trends from soft trends enables businesses to predict disruption and convert it into a strategic advantage. As a leading keynote speaker and advisor to Fortune 500 leaders, Daniel shares how adopting anticipatory thinking and AI innovation can help you stay ahead in an increasingly fast-paced world.   Key Takeaways: → How separating hard trends from soft trends can help entrepreneurs predict the future. → Why AI won't replace humans, but humans using AI will dominate the future. → How anticipatory thinking and low-risk innovation drive business growth. → The difference between generative AI and agentic AI. → Why AI will transform productivity across every industry.   Daniel Burrus is considered one of the World's Leading Futurist Speakers on Global Trends and Disruptive Innovation. The New York Times has referred to him as one of the top three business gurus in the highest demand as a speaker. He is a strategic advisor to executives from Fortune 500 companies helping them to develop game-changing strategies based on his proven methodologies for capitalizing on technology innovations and their future impact. He is the author of seven books, including The New York Times and Wall Street Journal best-seller Flash Foresight, as well as the international best-seller Technotrends. His latest book, The Anticipatory Organization: Turn Disruption and Change into Opportunity and Advantage, is an Amazon #1 Hot New Release for Business.   Connect With Daniel: Burrus Research Instagram Tiktok X Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

The Whinypaluza Podcast
Episode 438: Getting Ahead of a Problem

The Whinypaluza Podcast

Play Episode Listen Later Apr 23, 2025 26:29


Are you spending too much time with your feelings instead of solving the problem? In this enlightening fan favorite episode of Whinypaluza Wednesday, Rebecca and Seth Greene dive into effective problem-solving strategies inspired by Rebecca's interview with Leslie Cohen Ruby. The couple candidly compares their contrasting approaches to handling life's challenges - Seth's direct "solve it yesterday" methodology versus Rebecca's tendency to process emotions first. Through personal examples and lighthearted banter, they explore the five ways to respond to problems, including solving them directly, reframing your perspective, accepting the situation, doing nothing, or potentially making things worse. 5 Key Takeaways:

SharkPreneur
Episode 1139: Reverse Mortgage Myths Busted: The Truth Dave Ramsey Won't Tell You with Kevin Guttman

SharkPreneur

Play Episode Listen Later Apr 23, 2025 20:37


Think reverse mortgages are a last resort or a financial trap? Think again! In this eye-opening episode, mortgage expert Kevin Guttman debunks common myths, reveals the hidden advantages of reverse mortgages, and explains how seniors can unlock financial freedom, boost their retirement income, and even help their loved ones—all while living in the home they love. In this episode of Sharkpreneur, Seth Greene speaks with mortgage expert and author Kevin Guttman. He shatters common misconceptions about reverse mortgages, explaining how they can be a powerful tool for financial security, retirement planning, and even wealth-building. As the author of Reverse Mortgage Revolution and Reverse Mortgage Changed My Life, Kevin shares expert insights on how seniors can turn home equity into a strategic asset—without the financial pitfalls that so-called experts like Dave Ramsey and Suze Orman warn against.   Key Takeaways: → Why Dave Ramsey and Suze Orman are wrong about reverse mortgages. → How reverse mortgages are not considered income. → Why reverse mortgages boost purchasing power. → How a reverse mortgage can help stabilize financial security. → How heirs should handle repayment of reverse mortgages.   ​Kevin Guttman is a seasoned mortgage professional specializing in reverse mortgages, dedicated to helping seniors achieve financial stability and peace of mind. With a deep understanding of the unique needs of retirees, Kevin offers personalized solutions that empower clients to access their home equity while maintaining ownership of their homes. His commitment to ethical practices and client education has made him a trusted advisor in the industry. Through his work, Kevin strives to provide financial freedom and improved quality of life for the senior community.   Connect With Kevin: Kevin Guttman X Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Registered Investment Advisor Podcast
Episode 201: The CPA & Financial Advisor Combo

Registered Investment Advisor Podcast

Play Episode Listen Later Apr 23, 2025 14:29


Are you a business owner tired of unexpected tax bills and financial uncertainty? In this episode, Michael Uadiale, CPA and financial strategist, reveals how proactive tax planning and wealth strategies can help entrepreneurs in healthcare and real estate achieve financial freedom—while avoiding costly IRS surprises!   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Michael Uadiale, CPA and financial strategist. He shares how proactive tax planning and wealth strategies can transform the financial future of entrepreneurs in healthcare and real estate. As the founder of SME CPA and Financial Freedom Academy, Michael reveals how business owners can eliminate tax surprises, optimize their financial structures, and achieve long-term security with strategic advisory services.   Key Takeaways: → Why business owners should be proactive rather than reactive when it comes to tax planning.  → Why successful financial planning requires clear steps and timelines. → Why having a tax strategy matters now more than ever. → How delivering exceptional service naturally attracts high-level referrals. → How having a good tax strategy means there are no year-end surprises.   Michael Uadiale is a seasoned CPA and Master Tax Advisor with over 25 years of industry experience, including 18 years running SMEED CPA. As the founder of a 7-figure revenue firm with 15 employees, he has developed a proven system that helps entrepreneurs achieve financial freedom within 5-7 years through strategic tax planning and wealth building. His expertise has helped clients save over $15 million in taxes over the past 7 years, with an average tax savings of $31,426 per client annually. He is also a successful entrepreneur who has founded six other businesses, including investments in innovative telehealth software.   Connect With Michael:   SMEED CPA X Facebook LinkedIn       Learn more about your ad choices. Visit megaphone.fm/adchoices

SharkPreneur
Episode 1138: How Saphyre's 108 Patents are Disrupting the Financial Services Industry with Stephen Roche

SharkPreneur

Play Episode Listen Later Apr 21, 2025 16:14


Discover how Saphyre is revolutionizing the financial industry by slashing fund onboarding time from 18 months to just 24 hours—Stephen Roche shares how their patented technology is changing the game for major institutions like BlackRock, JP Morgan, and BNY Mellon. In this episode of Sharkpreneur, Seth Greene speaks with Stephen Roche, co-founder of Saphyre, about how their cutting-edge technology is transforming the financial industry by streamlining fund onboarding and settlement, reducing processes that once took up to 18 months down to just 24 hours. Stephen shares the journey behind Saphyre's success and the challenges of revolutionizing an industry still reliant on outdated manual processes.   Key Takeaways: → How Saphyre is revolutionizing fund onboarding. → Why outdated workflows like faxes and spreadsheets are still plaguing the finance industry. → How Saphyre's cloud-based approach solves these outdated workflows. → Why passion for innovation and entrepreneurship will transform the FinTech industry. → How Saphyre navigates complex integration challenges with large financial institutions without requiring them to replace their existing technology.   Stephen Roche brings over 20 years of B2B business development and IT consulting experience, working with Fortune 1000 companies and startups alike. From leading major technology rollouts for Volvo Cars, Red Bull Racing, and Yankee Stadium during his time at AT&T, to co-founding Saphyre and managing strategic relationships with top global financial institutions, Stephen is a proven dealmaker in emerging tech and enterprise IT solutions.   Connect With Stephen: Saphyre LinkedIn     Learn more about your ad choices. Visit megaphone.fm/adchoices

The Whinypaluza Podcast
Episode 436: Inspiring Lessons My Husband Learned from Earning His Third-Degree Black Belt in Krav Maga

The Whinypaluza Podcast

Play Episode Listen Later Apr 16, 2025 30:45


SharkPreneur
Episode 1137: From Podiatrist to CEO: Unlocking the Power of Barefoot Science with Dr. Emily Splichal

SharkPreneur

Play Episode Listen Later Apr 16, 2025 15:54


Discover how Dr. Emily Splichal, podiatrist-turned-entrepreneur, is revolutionizing foot health with Naboso—merging barefoot science, sensory stimulation, and movement innovation to help people strengthen, recover, and reconnect with their foundation.   In this episode of Sharkpreneur, Seth Greene speaks with Dr. Emily Splichal, the Founder of Naboso, about her journey from competitive gymnastics to podiatry, which has led her to revolutionize foot health through sensory stimulation technology. Drawing from insights in her book Barefoot Strong, she discusses the science behind barefoot movement, the effectiveness of textured insoles, and how strengthening the feet can enhance overall mobility, longevity, and recovery.   Key Takeaways: → How Naboso bridges the gap between podiatry and functional movement. → Why learning funding strategies and leadership skills is crucial for entrepreneurs. → How education, content, and storytelling are vital aspects of marketing. → Why Naboso focuses on educating consumers about the importance of foot health and movement longevity. → Why entrepreneurs need the right team to prepare themselves for growth.   Dr. Emily Splichal, functional podiatrist and human movement specialist, is the mind behind Naboso. With a spirit to challenge conformity, Dr. Splichal has taken her conventional Podiatric Medical degree and combined it with years of experience and expertise in human movement and sensory science to found Naboso. She believes that our experience in this world is shaped by sensory stimulation and our ability to effectively process, perceive, and integrate this information. Since 2012, Dr. Splichal has traveled the globe to share her unique approach to human movement, foot function, and barefoot science. Having taught in 35 countries and to over 25,000 professionals, she has quickly become a sought-after leader in barefoot training and rehabilitation.    Connect With Dr. Splichal: Website Instagram Facebook   Learn more about your ad choices. Visit megaphone.fm/adchoices

Registered Investment Advisor Podcast
Episode 200: The Elite Advisor Playbook: Lessons from a Top 100 Producer

Registered Investment Advisor Podcast

Play Episode Listen Later Apr 16, 2025 15:31


Discover how top financial advisors break free from the time-for-money trap, scale their businesses, and attract high-net-worth clients with Erin Botsford's Elite Advisor Success System ™!   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Erin Botsford, founder of the Elite Advisor Success System ™ and author of The Seven Figure Firm. She reveals how financial advisors can transition from service providers to true business owners by implementing scalable systems and strategies. She shares insights on attracting high-net-worth clients, closing million-dollar deals in a single meeting, and building a business that thrives independently of the advisor—key lessons she has also discussed in her Top Producer Masterclass.   Key Takeaways: → Why financial advisors must think like business owners. → How financial advisors should act as the client's financial director.  → Why offering concierge-level service is the key to being more referable.  → Why advisors need multiple client acquisition channels.  → How wealthy clients need protection from financial vulnerabilities.    Erin Botsford is a 31-year veteran of the profession. She was a Barron's Top 100 advisor in all categories – Advisor, Independent, and Women. Erin successfully sold her practice in 2017 and now provides advisors the ability to model her success through her Elite Advisor Success System™ training program. She is also the author of the advisor training book Seven Figure Firm: How to Build a Financial Service Business that Grows Itself. She believes in the power of opportunities and donates a large portion of the profits from her training company to support orphans helped by several organizations in Africa, including the Ebenezer Foundation, Zoe Empowers, and Overland Missions   Connect With Erin: Website Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

SharkPreneur
Episode 1136: How Shoppable Video is Transforming Online Sales with Vimmi with Eitan Koter

SharkPreneur

Play Episode Listen Later Apr 14, 2025 18:54


Discover how shoppable video is transforming e-commerce as Eitan Koter reveals how brands can boost conversions, engage customers, and turn video content into a powerful sales engine—all with just a click!   In this episode of Sharkpreneur, Seth Greene speaks with Eitan Koter, Co-founder and co-CEO of Vimmi and host of the Mastering E-Commerce Marketing Podcast. They discuss how shoppable video is revolutionizing e-commerce by enabling customers to engage, ask questions, and purchase directly within videos on platforms like YouTube, Instagram, Facebook, TikTok, and more. Eitan shares insights on how AI-driven analytics, live shopping, and authentic storytelling can drive 10x higher conversion rates, emphasizing that building community and fostering organic engagement are key to success in today's digital marketplace.   Key Takeaways: → How the massive success of live shopping in China paved the way for global adoption. → How Vimmi seamlessly integrates video with checkout functionality across multiple channels. → Why live shopping events can see up to a 30% conversion rate. → Why video marketing thrives on genuine, unscripted content. → How content, community, and commerce are the foundation of building online business growth.   Eitan Koter is the Co-founder and co-CEO of Vimmi, the video and social commerce platform. With two decades of experience in startups and public companies, including a NASDAQ IPO, Eitan has become a recognized thought leader in video commerce, digital marketing, social commerce, and startup bootstrapping. He frequently speaks on futuristic, immersive digital experiences and the convergence of media and commerce. As the host of the "Mastering eCommerce Marketing" podcast, Eitan engages with brands, retailers, industry leaders, and tech companies, drawing on his extensive experience to share actionable insights. Eitan has also been recognized as a Top Retail Expert (TRE) for 2025 by RETHINK Retail, underscoring his influence in the retail and e-commerce sectors.   Connect With Eitan: Website Instagram X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

SharkPreneur
Episode 1135: Bempathy®: The Missing Link in Workplace Culture and Engagement with Jill Robin Payne

SharkPreneur

Play Episode Listen Later Apr 9, 2025 17:07


In a world dominated by screens and digital communication, Jill Robin Payne reveals how Bempathy®—her revolutionary approach to communication—can help us rebuild real human connections, improve mental health, and create stronger relationships in both business and life. In this episode of Sharkpreneur, Seth Greene speaks with Jill Robin Payne, MA, LPC-S, LCDC, Licensed Psychotherapist, Author, Speaker, Communication Coach, and Creator of Bempathy® about the urgent need to reconnect in a world increasingly dominated by digital communication, emphasizing the power of real human interaction for better mental health and business relationships. She also shares key insights from her book Bempathy®: Simplify Communication by Looking at the Third Side of the Coin, offering practical strategies to improve communication, foster deeper connections, and navigate today's social and professional landscapes with empathy. Key Takeaways: → How mental health struggles often stem from a lack of real human connection. → Why modern reliance on digital communication leads to poor emotional regulation. → Why four hours or more of screen time can harm children's development. → How small talk is a critical tool for building rapport and deeper relationships at work. → How successful communication starts with curiosity and a genuine desire to understand others. Jill Robin Payne, MA, LPC-S, LCDC, holds a Bachelor of Science in Recreational Therapy and a Master's Degree in Clinical/Counseling Psychology. She is a seasoned social psychotherapist and a former adjunct professor of behavior modification, holding dual licenses as a Licensed Professional Counselor Supervisor and a Licensed Chemical Dependency Counselor, and is certified in EAGALA equine therapy. As a communication expert, Jill developed Bempathy®, a unique reciprocal communication approach that blends banter and empathy to foster authentic connections. A sought-after speaker and author, she shares insights on mental health and communication across national and local media platforms and is renowned for her transformative strategies that enhance relationship dynamics both personally and professionally. Connect With Jill: Jill Robin Payne Instagram TikTok X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Registered Investment Advisor Podcast
Episode 199: How Saphyre's 108 Patents are Disrupting the Financial Services Industry

Registered Investment Advisor Podcast

Play Episode Listen Later Apr 9, 2025 14:50


Discover how Saphyre is revolutionizing the financial industry by slashing fund onboarding time from 18 months to just 24 hours—Stephen Roche shares how their patented technology is changing the game for major institutions like BlackRock, JP Morgan, and BNY Mellon. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Stephen Roche, co-founder of Saphyre, about how their cutting-edge technology is transforming the financial industry by streamlining fund onboarding and settlement, reducing processes that once took up to 18 months down to just 24 hours. Stephen shares the journey behind Saphyre's success and the challenges of revolutionizing an industry still reliant on outdated manual processes. Key Takeaways: → How Saphyre is revolutionizing fund onboarding. → Why outdated workflows like faxes and spreadsheets are still plaguing the finance industry. → How Saphyre's cloud-based approach solves these outdated workflows. → Why passion for innovation and entrepreneurship will transform the FinTech industry. → How Saphyre navigates complex integration challenges with large financial institutions without requiring them to replace their existing technology.  Stephen Roche brings over 20 years of B2B business development and IT consulting experience, working with Fortune 1000 companies and startups alike. From leading major technology rollouts for Volvo Cars, Red Bull Racing, and Yankee Stadium during his time at AT&T, to co-founding Saphyre and managing strategic relationships with top global financial institutions, Stephen is a proven dealmaker in emerging tech and enterprise IT solutions. Connect With Stephen: Saphyre LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

SharkPreneur
Episode 1134: Skating Where the Puck is Going: Virtual 365 and the Future of AI, Crypto, and Marketing with Michael Mota

SharkPreneur

Play Episode Listen Later Apr 7, 2025 17:49


Discover how marketing visionary Michael Mota turned a million-dollar brand into a billion-dollar empire, built global fan experiences like SopranosCon, and is now revolutionizing digital engagement with Virtual 365—learn his secrets to success in this must-hear interview! In this episode of Sharkpreneur, Seth Greene speaks with Michael Mota, Serial Entrepreneur and Marketing Guru, about how Michael transformed Alex and Ani from a million-dollar jewelry company into a billion-dollar global brand, pioneered fan-driven experiences like SopranosCon, and launched Virtual 365, an innovative platform merging content, cryptocurrency, and community.  Key Takeaways: → Why networking is the key to business success and financial growth. → How cryptocurrency plays a role in digital media and event monetization. → How AI is revolutionizing marketing, branding, and content creation. → Why the future of business is about convenience, instant transactions, and global connectivity.  → How to create exclusive content that builds brand loyalty and drives revenue. Michael Mota is the founder and CEO of Atom Media and CEO of VirtualCons, building innovative ventures on a foundation of diverse experience as an educator, videographer, entrepreneur, published author, and sales executive. Holding a B.A. in Education from Rhode Island College and an M.A. in Administration from Providence College, Michael made his mark early on by securing major clients like Alex and Ani at Mediapeel, and later helping grow Seven Swords Media from $500K to over $22 million in annual sales. Through Atom Media, he continues to deliver top-tier PR, media buying, digital strategy, and creative services. As CEO of VirtualCons, Michael launched the wildly successful SopranosCon, drawing over 15,000 fans to a historic convention, and then evolved the brand into a cutting-edge platform for live and virtual events. VirtualCons combines unforgettable experiences with a powerful social ecosystem—offering everything users want in a single app, where every click feels like a VIP experience. Connect With Michael: Michael Mota Instagram Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

LAWsome
The Lost and Dying Art of Law Firm Referrals

LAWsome

Play Episode Listen Later Apr 3, 2025 23:50


Founder & CEO of Market Domination, Seth Greene, sits down with LAWsome host, Tanner Jones, to share his wisdom on the lost and dying art of law firm referrals. He touches on how to create a well-rounded podcast, book your dream guests, and establish meaningful relationships that will help expand your law firm's reach. Tune in to learn how to leverage these connections to drive long-term success for your firm. Maximize your reach, heighten brand advocacy, and increase the number of cases coming across your desk! You can connect with Seth on his LinkedIn here (20) ★ Seth Greene ★ | LinkedIn- and his website - Home - Market Domination  TLDR: In this episode, you will learn How to create a more efficient referral system  How to build a contact list of your dream podcast guests AND book them for your show How meaningful engagements with your local community can expand your reach  

SharkPreneur
Episode 1133: From Break-Even to Business Empire: The Strategy for Rapid Growth with Todd Brown

SharkPreneur

Play Episode Listen Later Apr 2, 2025 25:09


Discover the secret behind the world's most profitable customer acquisition campaigns as Todd Brown reveals how top entrepreneurs scale their businesses, create compelling marketing messages, and turn prospects into lifelong customers—without relying on profit from the first sale! In this episode of Sharkpreneur, Seth Greene speaks with Todd Brown, The #1 Authority on Engineering Profitable Customer Acquisition Campaigns.  In this powerful episode, marketing legend Todd Brown, creator of the Acquire & Monetize Podcast, shares the secrets behind engineering wildly profitable customer acquisition campaigns and the critical mindset shift that separates struggling entrepreneurs from those who scale effortlessly. With insights from his groundbreaking methods, Todd dives into the art of crafting a compelling big idea, the importance of delayed gratification in business (and bodybuilding), and how to turn first-time buyers into lifelong customers. Key Takeaways: → How focusing on lifetime customer value is the key to profitability. → Why most business owners struggle with customer acquisition.  → How to create a marketing message that stands out in an oversaturated market. → Why business owners should stop trying to profit off their first sale.  → How to create a unique mechanism for your offer. Todd Brown is the expert other experts go to when they need help with their own business. With clients in over 33 different countries, and operating in over 65 different mass and niche markets, it's been said that Todd has helped his students engineer more six and seven-figure funnels than any other expert online today. His list of coaching students, consulting clients, and subscribers reads like a Who's Who of A-List Entrepreneurs. His Agency has created the promotions behind some of the most prominent direct response marketers and companies online today. Entrepreneurs from all over the globe fly to West Palm Beach, Florida, for a single day of guidance with Todd to learn his renowned E5 Method. Connect With Todd: Todd Brown Instagram Facebook Learn more about your ad choices. Visit megaphone.fm/adchoices

Registered Investment Advisor Podcast
Episode 198: The Future of Investment Hiring: What RIAs, Hedge Funds, and Asset Managers Need to Know

Registered Investment Advisor Podcast

Play Episode Listen Later Apr 2, 2025 17:22


In a competitive financial job market where integrity and expertise matter more than ever, executive recruiter Michael Weinstock shares insider insights on what it really takes to land top-tier talent in portfolio management, wealth advisory, and investment firms. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Michael Weinstock, Founder of Portfolio Placements & Resumes, LLC.  In this episode, executive recruiter Michael Weinstock reveals the challenges and strategies behind placing top talent in the competitive portfolio and investment management world. With decades of experience navigating the buy-side hiring landscape, Michael shares invaluable insights on integrity in recruiting, the evolving job market, and how both firms and candidates can stand out in an industry where trust is everything. Key Takeaways: → Why ensuring honesty and transparency in recruits' experience and expertise is difficult. → How candidates claiming to bring over client assets often overestimate retention. → Why client-facing portfolio managers are essential.  → How firms are rapidly adjusting their hiring based on market fluctuations.  → Why many of the best recruitment candidates come from referrals. Michael Weinstock is an experienced executive recruiter and resume consultant with over 20 years in the financial services industry. After earning his degree from Northeastern University, he built a strong foundation at firms like State Street Bank, New York Life Investment Management, and Citibank Global Asset Management. He spent 12 years at Advisors Search Group in New York City, where he developed a proven approach to talent placement, leading to the founding of Portfolio Placements and Resumes, LLC. With direct access to hiring managers and insights from over 200 HR professionals, Michael helps job seekers refine their resumes, sharpen interview skills, and secure roles in top-tier firms. Connect With Michael: Portfolio Placements and Resumes, LLC. LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

The Whinypaluza Podcast
Episode 431: Success Secrets from Seth on his Birthday

The Whinypaluza Podcast

Play Episode Listen Later Mar 28, 2025 39:00


How do successful entrepreneurs juggle multiple businesses, family life, and personal growth?

SharkPreneur
Episode 1132: Navigating the Trust Recession: The One Call Sales Strategy for Business Growth with Ari Galper

SharkPreneur

Play Episode Listen Later Mar 26, 2025 18:50


In a world where trust is at an all-time low, sales expert Ari Galper reveals how businesses can overcome the Trust Recession by shifting from outdated sales tactics to a revolutionary trust-building approach that closes deals in just one conversation. In this episode of Sharkpreneur, Seth Greene speaks with Ari Galper, the World's #1 Authority on Trust-Based Selling & Founder of Unlock The Sales Game®.  In this insightful interview, sales expert Ari Galper introduces the concept of the Trust Recession and explains why traditional sales tactics are failing in today's skeptical marketplace. He reveals his groundbreaking One-Call Sale method, showing how shifting from persuasion to trust-building can dramatically shorten sales cycles and increase conversions. Key Takeaways: → Why buyers are more skeptical and cautious than ever before. → How businesses must shift from selling to trust-building. → Why the one-call sale method can dramatically shorten sales cycles. → Why businesses should be asking trust-based questions instead of fact-finding questions. → How a buyer's decision is emotional, not intellectual. Ari Galper is the world's #1 authority on trust-based selling and the founder of Unlock The Sales Game®. Ari has revolutionized the sales world with his innovative “One Call Sale” system, helping businesses shift from a “selling” mindset to a “doctor” mindset so they can create deep trust in every conversation. He's the author of seven best-selling books, including Trust In A Split Second!, and his work has been featured in Forbes, CEO Magazine, and other prestigious Publications. Get ready to learn how to thrive in the “Trust Recession”! Connect With Ari: Ari Galper Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Registered Investment Advisor Podcast
Episode 197: Leveraging Risk-Managed Portfolios for Client Growth: The Beacon Capital Approach

Registered Investment Advisor Podcast

Play Episode Listen Later Mar 26, 2025 18:30


What if you could participate in market growth while protecting your portfolio from catastrophic losses? In this episode, Dan Baccarini of Beacon Capital Management reveals how risk-managed investing helps advisors and their clients confidently navigate market volatility. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Dan Baccarini, CIMA®, Chief Distribution Officer at Beacon Capital Management. In this episode of the RIA Podcast, Dan Baccarini of Beacon Capital Management shares how risk-managed investing empowers advisors to help clients participate in market growth while protecting against downturns. Drawing insights from his book Scalable: How to Build a Financial Advisory Practice and Have a Life, Dan also discusses the power of outsourcing portfolio management, building client relationships, and leveraging practice management strategies to grow a successful advisory firm. Key Takeaways: → How every investment strategy should be based on math and history, not emotions.  → Why successful advisors focus on client relationships rather than spending time trading, researching and managing portfolios. → Why risk-managed strategies resonate with pre-retirees and retirees. → How advisors should focus on scalability and leverage expert partners for investment management.  → Why advisors must focus on delivering clear, logical investment solutions. Dan Baccarini, CIMA® is an International Best Selling Author.  His book Scalable was a Top Ten best seller in five different countries:  Canada, Australia, The UK, Germany and was #1 in the US in the Financial Services Category.  Dan began in the financial services industry in 1993 as a producing manager for a financial services firm in the Midwest selling mutual funds and insurance products to high net worth individuals.  For the past 25 years, he has been working with Asset Managers to help them build their sales efforts.  In this role, Dan has worked with hundreds of financial advisors helping them figure out what works and what doesn't work in creating a successful financial advisory business.  Dan joined Beacon Capital Management in 2011 and during his time at the firm he has restructured the sales effort, and oversaw the explosive growth in assets taking the firm from $250M in AUM to over $4B in assets. Connect With Dan: Website: Beacon Capital Management Learn more about your ad choices. Visit megaphone.fm/adchoices

SharkPreneur
Episode 1131: Inside iHeartMedia: The #1 Publisher of Podcasts and Audio Content with Spencer Bynes

SharkPreneur

Play Episode Listen Later Mar 19, 2025 20:31


Discover how iHeartMedia is revolutionizing the audio industry as Spencer Bynes shares insider insights on the future of radio, podcasting, and media leadership in this must-listen episode! In this episode of Sharkpreneur, Seth Greene speaks with Spencer Bynes, President of iHeart Atlanta.  Spencer Bynes, President of iHeart Atlanta, shares his journey from executive coaching to leading one of the nation's top media markets, revealing iHeartMedia's dominance in radio and podcasting, the evolution of audio, and leadership strategies for success. Spencer Bynes, President of iHeart Atlanta, shares his journey from executive coaching to leading one of the nation's top media markets, revealing iHeartMedia's dominance in radio and podcasting, the evolution of audio, and leadership strategies for success. Key Takeaways: → Why iHeartMedia dominates the audio space. → How iHeart became the world's largest podcast publisher. → How traditional radio turned into modern podcasting. → Why podcasts are surpassing TV shows with audience engagement. → What's next for iHeartMedia in podcasting and digital media. ​Spencer Bynes serves as the Metro President for iHeartMedia in Atlanta. He is a seasoned entrepreneur and business developer with over 25 years of experience. Before this, he was the Area President for iHeartMedia's Texas region. Spencer is an alumnus of Sam Houston State University. Throughout his career, he has demonstrated strong business acumen and leadership skills, contributing significantly to the growth and success of the organizations he has been part of. Connect With Spencer: iHeartMedia LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices