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Hosted by seth greene
Hosted by seth greene
Hosted by seth greene
Hosted by seth greene
Hosted by seth greene
Hosted by seth greene
135 episodes with seth greene
38 episodes with seth greene
5 episodes with seth greene
What if three minutes in cold water could reset your brain and your day? In this episode of Sharkpreneur, Seth Greene interviews Troy Laing, Founder of Culture OC, who shares how fitness, breathwork, and modern recovery tech power a community-driven biohacking and performance center. From overcoming addiction to building a hub with medical-grade LED light therapy, hyperbaric oxygen, infrared saunas, and coached cold-plunge protocols, he explains what truly moves the needle. He also unpacks his approach to discipline, leadership, and his vision to scale internationally while preserving the intimate culture that drives outcomes. Key Takeaways:→ Why breathwork and cold plunges rewire stress responses and build everyday resilience → How stacked protocols synergize to reduce inflammation and accelerate recovery. → The role of mindset and brainwave training. → How health, family, leadership, and then business create a practical framework for balance. → How your morning routine shapes the rest of your day. Culture OC was founded by Troy Laing, an Australian entrepreneur passionate about health and fitness, inspired by his global travels and immersion in diverse wellness practices. His vision was to create a pioneering biohacking social wellness club that fosters strong community bonds while promoting physical and mental well-being. This mission has earned recognition in esteemed publications highlighting its innovative approach to merging fitness with social connectivity. Troy, also a devoted husband and father, instills values of compassion and resilience, adding a personal touch to the club's ethos. Connect With Troy:Website: https://cultureoc.com/Instagram: https://www.instagram.com/cultureoc_TikTok: https://www.tiktok.com/@culture_ocX: https://x.com/cultureoc_Facebook: https://www.facebook.com/cultureocusa/LinkedIn: https://www.linkedin.com/in/troy-laing-591a71285/YouTube: https://www.youtube.com/@CultureOC
Do you ever find yourself caught in a cycle of self blame, taking responsibility for things that are far beyond your control? In this heartfelt and insightful episode, Rebecca and Seth Greene explore the pervasive nature of self blame and offer a compassionate guide to letting it go. They share personal stories and practical strategies to help you distinguish between healthy responsibility and destructive guilt, empowering you to embrace a more forgiving and growth oriented mindset.In this episode, you will learn:→ How to recognize the subtle ways self blame shows up in your daily life.→ The critical difference between taking responsibility and assigning blame.→ Why you are only one piece of the puzzle in your children's lives.→ The power of practicing repair over rumination to heal and move forward.→ How to cultivate self compassion and let "good enough" be your new standard."Blame makes me feel shameful. Responsibility is what leads us to grow and change." - Rebecca Greene"Why do you think that you're so important that it's all your fault?" - Rebecca Greene
What if one hour of creative testing beats a month of ad spend? In this episode of Sharkpreneur, Seth Greene interviews Daniela Bolzmann, Founder of MindfulGoods.co, who leads a boutique Amazon creative studio that helps seven- and eight-figure CPG and DTC brands turn product pages into high-converting brand experiences. Known for running hundreds of split tests and publishing aggregate metrics, she shows where creative focus delivers outsized conversion gains. In this conversation, Daniela breaks down the three highest-impact tests, why brand-driven storytelling wins on Amazon, and how shifting a slice of ad budget into creative can unlock rapid lift. Key Takeaways:→ What brand-specific storytelling looks like on a PDP.→ Why it's vital to have the right title, images, image stacks, and content.→ How to make your main image drive clicks. → How ongoing split tests compound results across SKUs. → The importance of going all in with conviction. Daniela Bolzmann is the Founder of MindfulGoods.co, the go-to creative studio for Amazon brands. As a featured speaker at Amazon Accelerate 2024, she is a leading expert in Amazon optimization and supports hundreds of eCommerce brands in doubling and tripling their sales on Amazon through creative content that converts. Connect With Daniela:Website: https://mindfulgoods.co/Instagram: https://www.instagram.com/danielabolzmann/LinkedIn: https://www.linkedin.com/in/dbolzmann/YouTube: https://www.youtube.com/@danielabolzmann
What if your accredited clients could tap into institutional-quality private deals without locking up their money for a decade? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Joseph DaGrosa Jr., Founder and Chairman of DaGrosa Capital Partners LLC, who explains how his career evolved from auditing at a wirehouse to partnering with an early leveraged buyout pioneer and ultimately building Access Capital to open private equity and private credit to the mass affluent accredited investor market. He also shares why interval funds, rigorous sub-advisor due diligence, and his new educational resource, The Financial Advisor's Guide to Private Investments, are helping RIAs bring institutional-style private allocations to a broader client base. Key Takeaways: → Why the accredited investor segment represents a massive, historically underserved opportunity for private investments. → How the rules of the Investment Company Act of 1940 limit traditional private equity vehicles. → How Access Capital structures registered vehicles to bring private equity and private credit access to mass affluent accredited investors. → What interval funds are, how their semi-liquid structure works, and why they may be a fit for long-term investors who want private exposure with periodic liquidity. → Why RIAs and RIA aggregators are turning to outsourced CIO relationships to help them evaluate and implement private investments at scale. Joseph DaGrosa Jr. is the Founder and Chairman of DaGrosa Capital Partners (DCP) and a veteran investor with over 30 years of experience across sports, entertainment, real estate, hospitality, aviation, retail, and more. He has led more than $2 billion in capitalized transactions and oversees several DCP portfolio companies, including Axxes Capital, Kapital Football Group, and Soccerex, the world's largest organizer of soccer business conferences. DaGrosa previously co-founded Quinn Residences, a $900 million single-family rental platform, and played key leadership roles in major turnarounds and acquisitions, including Heartland Food Corp., Jet Support Services Inc., and F.C. Girondins de Bordeaux. Earlier in his career, he was a partner at Maplewood Partners and began in capital markets at Paine Webber. Connect With Joe: Website: https://dagrosacp.com/ X: https://x.com/joe_dagrosa LinkedIn: https://www.linkedin.com/in/joseph-dagrosa-jr-59415934/ Learn more about your ad choices. Visit megaphone.fm/adchoices
What if your biggest sales breakthrough began the moment you stopped trying to sell? In this episode of Sharkpreneur, Seth Greene interviews Vivian Weyll, The Sales Queen™, who shares how she went from $500,000 in debt to leading a nine-figure holding company. She created Influence OS, a science-based framework that scales revenue through presence, neuroscience, and ethical influence rather than pressure, and today owns one of the largest insurance IMOs in the country. In this conversation, Vivian unpacks the identity shifts, practical methods, and environment design that transform average producers into trusted advisors. Key Takeaways:→ How presence outperforms pressure in every conversation. → How to use the Presence Protocol to structure the first six minutes of any pitch to earn trust, defuse objections, and establish authority. → Why you should listen, reframe, and allow buyers to reach their own conclusions. → Why salespeople should handle common objections early, then guide them with questions and purposeful silence. → How surrounding yourself with top performers upgrades your own results. Vivian Weyll is an internationally recognized speaker, visionary CEO, and founder of The InfluenceOS™ framework. Known worldwide as The Sales Queen™, her story is one of resilience, reinvention, and the transformative power of high-ticket sales. Born in Brazil, Vivian came to the U.S. at 20 and faced early hardships including a failed business, painful divorce, and over $500,000 in debt. With no corporate background or formal training, she turned to sales — becoming a top producer in her first month and earning six figures monthly within six months. In just five years, she scaled from first-time salesperson to building and leading multiple 8-figure companies worth over $100 million. Through her programs, including the CROWN™ Million Dollar Masterclass, Vivian has trained thousands of entrepreneurs and coached leaders to 7- and 8-figure success, cementing her role as a global authority on influence and ethical sales. Connect With Vivian:Website: https://vivianweyll.com/Instagram: https://www.instagram.com/viweyll/TikTok: https://www.tiktok.com/@vivianweyllX: https://x.com/vivweyllFacebook: https://www.facebook.com/viweyllLinkedIn: https://www.linkedin.com/in/vivian-weyll-d-andrea-0479b52a/YouTube: https://www.youtube.com/@vivianweyllsalesqueen
You're not stuck; you're just repeating yesterday and calling it normal. In this episode of Sharkpreneur, Seth Greene interviews Dianna Kokoszka, CEO of DK Businesses, who led Keller Williams Realty International through a turnaround, moving from losing $1M a year to generating over half a billion dollars in revenue. She explains why mindset isn't fluff; it's the operating system. Dianna shares how she built high-performance cultures, raised people's “financial thermostat,” and helped leaders turn vision into execution, even in uncertain times. She also discusses her book Becoming More: You Can't Get to Better Until You Get to Different, her mindset assessment tools, and why your first 10 minutes of the day predict your future. Key Takeaways:→ Unless you raise your “financial thermostat,” you'll sabotage yourself as you near success.→ People don't follow slogans; they follow a vision they believe they're part of. → You can rewire your thinking by using deliberate language that moves you away from frustration and toward curiosity. → The fastest way to build belief is through repeated exposure to possibility. → The first ten minutes of your morning predict your trajectory for the day. Dianna Kokoszka is an entrepreneur, keynote and TEDx speaker, best-selling author, investor, podcaster, and mentor. She is recognized as one of the top 25 business coaches in the U.S., has been named Entrepreneur of the Year four times, and has been named Businesswoman of the Year three times. As CEO of Keller Williams Realty International MAPS Coaching, she turned a $1 million annual loss into 1/2 billion in revenue. She authored BOLD: Business Objective, a Life by Design, helping KW be recognized as the world's #1 training company for five years straight and earning a T125 Hall of Fame induction. A founding member of John Maxwell Certified Coaches and a board member of the John C. Maxwell Leadership Foundation, she travels with the team, meeting Presidents and Prime Ministers and bringing value-based training to their countries. And now into the schools of many states across America Her bestselling book, Becoming More, has been recognized as the number one book for divergent entrepreneurs. Her book provides models for rewiring your brain for greater success. She is the owner of Dynamic Growth Collective, Coaching Consortium, and DK Businesses. Connect With Dianna:Website: https://www.diannak.com/ Instagram: https://www.instagram.com/dianna.kokoszka/TikTok: https://www.tiktok.com/@dianna.kokoszkaFacebook: https://www.facebook.com/diannakokoszkaLinkedIn: https://www.linkedin.com/in/diannak/ YouTube: https://www.youtube.com/@BecomingMoreDiannaK
Are you ready to scale your business without the overwhelm? Discover how automation and AI can help you drive traffic, generate leads, and create video content while you sleep. In this episode of Sharkpreneur, Seth Greene interviews Reed Floren, The Solopreneur Automator, who shares his journey from early internet marketing to revolutionizing his business with AI-driven automation. Known for his expertise in marketing and automation, Reed has helped six-, seven-, and eight-figure entrepreneurs scale their businesses efficiently. With his innovative use of AI to automate video creation, lead generation, and social media content, Reed is paving the way for marketers to optimize their operations while saving time and money. Key Takeaways:→ Why speaking with industry leaders can accelerate your career.→ How AI-driven automation enables entrepreneurs to scale video content with minimal effort.→ How Facebook Ads with broad targeting can generate leads for under $1, enabling high-volume, profitable campaigns at scale.→ AI scripts and video generation tools enable people to produce hundreds of videos daily.→ Why it's vital to optimize video ads and content using automated rules in Facebook Ads to improve performance and reduce waste. Reed Floren is “The Solopreneur Automator,” the entrepreneur who teaches founders to scale without hiring teams. He designs AI agents that handle sales conversations, follow-ups, client support, and audience growth 24/7 - turning busywork into profit. Reed has trained thousands of marketers worldwide to use automation as real leverage, not hype, and build businesses that run even when they don't. Connect With Reed:Website: https://automatedaimarketer.com/index617911Instagram: https://www.instagram.com/reedfloren/Facebook: https://www.facebook.com/reedflorenofficial/LinkedIn: https://www.linkedin.com/in/reedfloren/
What if the most important part of your financial plan has nothing to do with the numbers on your statement? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Mitch Hamer, Founder and Lead Advisor at Intersecting Wealth, who shares how his psychologically informed approach helps high-net-worth families navigate money across multiple generations. Drawing on his background in psychology, Mitch explains why the most impactful conversations rarely revolve around spreadsheets and how “life-informed” planning better reflects clients' real goals, stories, and risk capacity. He also discusses evolving the business from a trusted practice into an enduring enterprise while adapting to AI, shifting client expectations, and a rapidly changing wealth landscape. Key Takeaways: → How life, psychology, behavior, and money shape every client's decision. → More client breakthroughs come from conversations about biases, fears, and dreams than from portfolio models. → How estate planning, account titling, and goal-setting are often underserved, and each entity in a complex family structure deserves its own balance sheet with clear objectives. → What life-informed planning looks like in practice and why a one-size-fits-all model can cause advisors to miss what truly matters to clients. → Why LinkedIn and content creation are key to Intersecting Wealth's next chapter. Mitch Hamer is the Founder and Lead Advisor at Intersecting Wealth. He values guiding families through the comprehensive financial planning process. Given his approach, which is more psychological and behavioral than financial, Mitch enjoys helping families zoom out on what gets too much attention, zoom in on what is largely ignored by advisors, and then pull it all together. He finds being on the journey with families as they find clarity around their goals and dreams, and supporting them in implementation, uniquely rewarding. Prior to founding Intersecting Wealth in 2024, Mitch spent the previous eleven years as a Financial Advisor to high-net-worth individuals and families. Connect With Mitch: Website: https://intersectingwealth.com/ LinkedIn: https://www.linkedin.com/in/mitchellphamer/ Learn more about your ad choices. Visit megaphone.fm/adchoices
You don't really know how alone you are after a wreck until the insurance company starts talking. In this episode of Sharkpreneur, Seth Greene interviews Darrell Burrow, a Bankruptcy and Personal Injury Attorney at Burrow & Associates, who shares what he's learned over nearly 30 years representing injured people in Georgia. Darrell explains why insurance companies aren't there to “do the right thing,” why most people leave money on the table, and what to do in the critical moments after a wreck. He also discusses building a values-driven law firm, fostering a culture of client empathy, and preparing the next generation of attorneys to carry the torch. Key Takeaways:→ The first call you should make after a car crash or personal injury is 911.→ Photos at the scene can become critical evidence.→ Documenting injuries immediately can make or break a claim.→ If the police don't file a report, Burrow & Associates can help by using a self-report form to create an official record.→ Making sure each client has an excellent experience is intentional, as most clients are often scared and overwhelmed. Darrell Burrow is an accomplished attorney with over 30 years of experience helping individuals and families navigate personal injury and bankruptcy cases. Born in Alabama and raised in Virginia, he earned his J.D. from the University of Alabama in 1992 and began his career clerking for Judge John Bush. In 1996, with the support of his wife, Darrell opened his own practice in Atlanta, which has since expanded to multiple offices across Georgia. Over the course of his career, he has successfully handled more than 30,000 cases, earning a reputation as a trusted advocate and advisor. Beyond the courtroom, Darrell is a devoted family man who values faith, fitness, and the outdoors. Whether boating, golfing, or camping under the stars with his children, he embraces life with a spirit of adventure while remaining deeply committed to his clients and community. Connect With Darrell:Website: https://legalatlanta.com/Instagram: https://www.instagram.com/burrowassociatesllc/X: https://x.com/burrow_assocLLCFacebook: https://www.facebook.com/profile.php?id=100063763112141LinkedIn: https://www.linkedin.com/company/burrow-associates-llc/
If your business disappeared from under you tomorrow, would your balance sheet, cash strategy, and exit plan keep you standing?In this episode of Sharkpreneur, Seth Greene interviews Mark Willis, CFP®, and David Barnett, best-selling author and veteran buy/sell advisor. Together, they unpack their new book The Business Fortress: How to Grow, Protect, and Exit Your Business with Confidence. David shares what thousands of real-world transactions reveal about banker risk, valuation blind spots, and why owners too often discover their exit gap too late. Mark outlines liquidity-first strategies, “be your own line of credit” concepts, and how fortress-style cash design creates moats for growth, resilience in shocks, and negotiation power at exit.Key Takeaways:→ How scaling low-margin activities dilutes valuation. → Why you should build strength before deploying capital. → How golden-handcuff tools help keep key clients through growth and transition.→ Why internal, policy-style lending frameworks can shorten cycles and capture distressed opportunities. → Where you store your cash changes how you act and how stable stores enable decisive moves, acquisitions, and better terms across the table. Mark Willis, CFP® is a man on a mission to help you think differently about your money, your economy and your future. Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you will not outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement. International speaker, author, and consultant David C. Barnett has spent over two decades guiding small and medium-sized business owners through buying, selling, financing, and managing their companies. He is the author of ten books, including the best-selling How to Sell My Own Business, and creator of the Business Buyer Advantage program. Barnett's YouTube channel and podcast reach a global audience, with over 2.9 million views and 667,000 podcast downloads. Recognized for making complex deal-making concepts accessible, David works with entrepreneurs worldwide to structure successful transactions and avoid common pitfalls. His engaging talks and workshops equip audiences with actionable insights for building and exiting businesses strategically.Connect With Mark:Website: https://lakegrowth.com/Instagram: https://www.instagram.com/notyouraveragefinancialX: https://x.com/lakegrowthLinkedIn: https://www.linkedin.com/in/marklakegrowth/Connect With David:Website: https://www.davidcbarnett.com/ Website: https://www.davidcbarnettlist.com/Instagram: https://www.instagram.com/dbarnettmoncton/X: https://twitter.com/DBarnettMonctonLinkedIn: http://ca.linkedin.com/in/davidbarnettmoncton
What can a lifelong love of the Buffalo Bills teach us about resilience, loyalty, leadership, and how to keep going when life knocks us down?In this heartfelt and surprisingly insightful episode of Whinypaluza, Rebecca Greene is joined by her husband Seth Greene to explore the powerful life lessons she has learned from growing up surrounded by Buffalo Bills fandom. From never giving up and believing in yourself to the importance of community, showing up, adjusting when things are not working, and celebrating small wins, this conversation goes far beyond football. Using stories of Bills Mafia, family traditions, and the emotional highs and lows of game day, Rebecca connects sports, human behavior, mental health, and everyday life in a way that feels relatable, comforting, and motivating. Whether you are a Bills fan or not, this episode is about resilience, hope, and learning to enjoy the journey even when the outcome is uncertain. Life Lessons from the Buffalo B…Key Takeaways→ Never give up. It does not matter how many times you get knocked down. What matters is getting back up and keeping going. → Loyalty matters. True fans show up even when things are hard. Look around your life and ask who your real people are. → Believe. If you can believe in a team through tough seasons, you can learn to believe in yourself, too. → Use your village. Community support is essential for mental health, resilience, and growth. Do not try to do life alone. → Progress is not linear. A few steps forward and a few steps back still count as progress if you keep moving. → Celebrate small wins. Do not wait for the big milestones. Celebrate the good plays in life as they happen.Quote from the Episode“Take the hope you have for the Bills and bring it home to yourself.” - Rebecca GreeneIf this episode resonated with you, share it with a Bills fan or someone who could use a reminder to keep going. Subscribe, rate, and review Whinypaluza so more moms can find these conversations. And ask yourself today, where can I show up, believe a little more, and celebrate a small win?Happy Whinypaluza Wednesday
If your brand feels too small to matter, this blueprint shows why that might be your unfair advantage.In this episode of Sharkpreneur, Seth Greene interviews Mark Rampolla, Co-Founder and Co-Managing Partner at GroundForce Capital, who unpacks how a niche idea became a global category. Mark shares the strategy that took ZICO from yoga studios in NYC to nationwide shelves, the discipline behind constant pitching and fundraising, and why exits aren't the finish line. He also discusses his new book on putting freedom first, and his work at Ground Force Capital (backer of brands like Liquid Death and Beyond Meat), helping founders scale both their companies and their lives.Key Takeaways:→ Why “inch-wide, mile-deep” focus beats broad launches for breakthrough CPG growth.→ How pairing a product with a specific usage occasion (post-hot yoga) created early traction.→ The surprising first hurdle: taste—and how “preach to the choir” accelerates momentum.→ Fundraising reality: why you either get profitable fast or get great at raising—continuously.→ The nine-year “overnight success” mindset and the decade-long horizon most wins require.Mark Rampolla is Co-Founder and Co-Managing Partner at GroundForce Capital (GFC), where he works closely with founders and teams to build impactful businesses. He has represented GFC on the boards of leading companies, including Vive Organic, OWYN, Liquid Death, Kinder Farms, Flying Embers, and ZICO Rising. Prior to GFC, Mark founded and served as CEO of ZICO Beverages, pioneering the coconut water category and growing the brand into a global leader before its acquisition by The Coca-Cola Company in 2013. Earlier in his career, he held senior management roles at International Paper, overseeing joint ventures across Latin America and the Caribbean. A Peace Corps alum, Mark has advised more than 100 CEOs, raised over $1B, and invested in 40+ social-impact startups. He is the author of High-Hanging Fruit and holds degrees from Marquette University and Duke University.Connect With Mark:Website: https://www.markrampolla.co/Instagram: https://www.instagram.com/markrampolla/LinkedIn: https://www.linkedin.com/in/marksrampolla/
What if your financial advisor cared less about beating benchmarks and more about the family tree, mission, and life you're actually building? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Tyson Ray, CFP®, CExP®, CIMA®, CEO and Founding Partner of FORM Wealth Advisors, who shares how an eviction notice on his family's fridge shaped a mission-driven approach to money. As the author of The Total Relationship and the forthcoming Total Succession, Tyson explains why real advisory work starts with family, occupation, recreation, and mission—not pie charts, past performance, or product pitches. He shares insights into scaling past a billion in assets, fixing painful missteps with clients and the team, and preparing both families and advisors for the next great wave of wealth transfer. Key Takeaways: → How FORM Wealth Advisors structures reviews and planning to reflect the actual shape of a client's life. → Why advisors stop selling last week's winning lottery numbers and start owning real-life responsibility for clients. → How FORM Wealth Advisors serves every branch of the family tree and why that has been vital to the firm's growth. → Why cutting “smaller” clients can erode trust in a close-knit community. → How inheritances split one large relationship into many smaller ones. Tyson Ray, CFP®, CExP®, CIMA®, CEO, and Founding Partner of FORM Wealth Advisors, has developed extensive expertise in investment management, financial planning, and business exit strategies, earning recognition from Forbes, Barron's, and AdvisorHub as a top advisor. Tyson also actively contributes to his community through philanthropic initiatives, including Children's World Impact. His journey began at Badger High School, where, as a sophomore, he invested $100 in mutual funds, sparking a lifelong passion for financial strategy. After graduating from the University of West Florida, he returned to Southern Wisconsin to launch his career in financial services. Tyson enjoys spending time with his wife and three children, as well as hunting, fishing, playing golf, and exploring the outdoors. Connect With Tyson: Website: https://totalsuccession.com/ LinkedIn: https://www.linkedin.com/in/tysonray/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Explore how strategic leadership, global legal expertise, and a forward-thinking mindset help companies navigate expansion, talent acquisition, and innovation in today's fast-moving markets.In this episode of Sharkpreneur, Seth Greene interviews Dean Fealk, Northern California Co-Managing Partner at DLA Piper and WSJ Best-Selling Author, who has decades of experience guiding technology companies through global expansion, talent strategy, and market growth. A former international practitioner with work spanning East Asia and Northern California, Dean has advised top-tier clients like IBM, McDonald's, and Pfizer, as well as contributing to civic organizations and three U.S. presidential campaigns. In this episode, he shares lessons on scaling businesses, leading diverse teams, and applying strategic legal and operational insight to real-world challenges.Key Takeaways:→ Strategies for helping companies expand into new markets with minimal friction.→ Balancing global corporate standards with local flexibility for success.→ The importance of hiring and empowering top talent in different regions.→ Lessons from advising major multinational clients and navigating complex business environments.→ Dean's experience contributing to civic organizations and U.S. presidential campaigns.Dean Fealk is the Northern California co-managing partner at global law firm DLA Piper and a recognized citizen statesperson tackling international issues at the intersection of business, politics, and security. With 25+ years advising multinational companies on over $40 billion in cross-border transactions, Dean brings unparalleled expertise on how geopolitics impacts business and economy. A Wall Street Journal bestselling author and Chief Influencer, his insights appear in Forbes, Fast Company, and The Atlantic. Dean serves on numerous international security organizations including the Halifax International Security Forum and co-founded Transatlantic West to strengthen Silicon Valley-Europe relations. His leadership in global diplomacy has earned him designations as a Fulbright Scholar, Eisenhower Fellow, and Council on Foreign Relations life member.Connect With Dean:Website: https://www.dlapiper.com/en-usInstagram: https://www.instagram.com/dlapiper/X: https://x.com/DLA_PiperFacebook: https://www.facebook.com/DLAPiperGlobal/LinkedIn: https://www.linkedin.com/company/dla-piper/
Discover the strategies, mindset shifts, and leadership lessons that help business owners turn complex tech challenges into scalable growth opportunities.In this episode of Sharkpreneur, Seth Greene interviews Ephraim Ebstein, CEO and Co-Founder of FIT Solutions, who has built two national companies from the ground up and now guides business leaders in leveraging technology for growth. Ephraim shares how he scaled his business to over 100 team members, integrated AI into operations, and maintained a culture across a geographically diverse organization. Listeners will learn actionable insights on leadership, scaling, and transforming tech headaches into powerful growth engines.Key Takeaways:→Strategies for integrating AI into business processes while keeping humans in the loop.→ The inspiration behind founding Fit Solutions and building a world-class team.→ Understanding the core services of Fit Solutions: IT, cybersecurity, and AI integration.→ Lessons learned from key growth inflection points and overcoming personal limitations.→ Why owners must step out of operational roles to scale effectively.Ephraim Ebstein is a seasoned IT professional and entrepreneur based in San Diego, California, with a strong focus on cybersecurity and managed IT services. As the CEO and co-founder of both Socbox and FIT Solutions, he has led teams to deliver innovative, effective technology solutions that enhance productivity and security for businesses. Ephraim's extensive expertise encompasses a wide range of IT disciplines, including cloud computing, network security, and virtualization. His commitment to client satisfaction is evident in the high-quality, white-glove service approach he advocates. With a Bachelor's Degree in Management Information Systems from ITT Technical Institute, he combines technical knowledge with strategic leadership. Ephraim's vision centers on leveraging technology to make a significant impact on businesses, aiming to help 6,000 organizations achieve their goals. He is passionate about continuous learning and adapting to the ever-evolving tech landscape, ensuring his companies stay at the forefront of the industry.Connect With Ephraim:Website: https://fitsolutions.biz/Instagram: https://www.instagram.com/fitsolutionsllc/X: https://x.com/fitsolutionsITFacebook: https://www.facebook.com/FITSolutionsIT/LinkedIn: https://www.linkedin.com/company/fit-solutions.biz/
One mindset shift can turn your biggest loss into your greatest comeback. In this episode of Sharkpreneur, Seth Greene interviews Rod Khleif, Multifamily Real Estate, Expert Podcast Host, Best-Selling Author, and Philanthropist, built a real estate empire and then rebuilt it after losing $50 million in the 2008 crash. Rod breaks down why mindset drives 80–90% of success, shares lessons from owning 800 single-family homes, and explains what's happening in multifamily right now as debt comes due and opportunity rises. He also shares how his decades of work with Tony Robbins shaped his philosophy and why giving back through the Tiny Hands Foundation became a core part of his definition of fulfillment. Key Takeaways: → Mindset beats mechanics: Rod argues that psychology drives the majority of success; tactics only work when you act on them consistently. → Single-family risk is underestimated: One vacancy can mean 100% vacancy, plus turnover costs can wipe out a year of profit. → Multifamily scales faster than people think: Buying one 20-unit property can be simpler than buying 20 separate houses, with fewer moving parts. → Avoid cross-collateralization traps: Rod's crash was worsened by tying stronger assets to weaker ones, creating a domino effect. → Education first, then action: Don't “dabble.” Commit to learning the business and getting around serious operators and frameworks. Rod Khleif is a Sarasota-based multifamily investor, best-selling author, and top-ranked podcast host who rebuilt a real estate empire after losing $50M in the 2008 crash. Today, he leads one of the most successful real estate investing coaching communities with 260,000 student-owned units. He supports his mission of abundance through the Tiny Hands Foundation, which has fed more than 160,000 children. Rod combines his market knowledge with a strong personal comeback story. He offers clear, honest advice on building wealth that can withstand recessions. He also shares insights on setting goals and running purpose-driven businesses. This makes him a trusted voice in the community. Connect With Rod: Website: https://rodkhleif.com/ Instagram: https://www.instagram.com/rod_khleif/ Facebook: https://www.facebook.com/rodkhleifofficial/ LinkedIn: https://www.linkedin.com/in/rodkhleif/ Learn more about your ad choices. Visit megaphone.fm/adchoices
One mindset shift can turn your biggest loss into your greatest comeback. In this episode of Sharkpreneur, Seth Greene interviews Rod Khleif, Multifamily Real Estate, Expert Podcast Host, Best-Selling Author, and Philanthropist, built a real estate empire and then rebuilt it after losing $50 million in the 2008 crash. Rod breaks down why mindset drives 80–90% of success, shares lessons from owning 800 single-family homes, and explains what's happening in multifamily right now as debt comes due and opportunity rises. He also shares how his decades of work with Tony Robbins shaped his philosophy and why giving back through the Tiny Hands Foundation became a core part of his definition of fulfillment. Key Takeaways: → Mindset beats mechanics: Rod argues that psychology drives the majority of success; tactics only work when you act on them consistently. → Single-family risk is underestimated: One vacancy can mean 100% vacancy, plus turnover costs can wipe out a year of profit. → Multifamily scales faster than people think: Buying one 20-unit property can be simpler than buying 20 separate houses, with fewer moving parts. → Avoid cross-collateralization traps: Rod's crash was worsened by tying stronger assets to weaker ones, creating a domino effect. → Education first, then action: Don't “dabble.” Commit to learning the business and getting around serious operators and frameworks. Rod Khleif is a Sarasota-based multifamily investor, best-selling author, and top-ranked podcast host who rebuilt a real estate empire after losing $50M in the 2008 crash. Today, he leads one of the most successful real estate investing coaching communities with 260,000 student-owned units. He supports his mission of abundance through the Tiny Hands Foundation, which has fed more than 160,000 children. Rod combines his market knowledge with a strong personal comeback story. He offers clear, honest advice on building wealth that can withstand recessions. He also shares insights on setting goals and running purpose-driven businesses. This makes him a trusted voice in the community. Connect With Rod: Website: https://rodkhleif.com/ Instagram: https://www.instagram.com/rod_khleif/ Facebook: https://www.facebook.com/rodkhleifofficial/ LinkedIn: https://www.linkedin.com/in/rodkhleif/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Are you a financial advisor planning for succession or retirement? How to navigate the complex world of advisor transitions with a personalized, consultative approach. In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Andrew D. Mirolli, CEPA®, Co-Founder and Managing Partner at buyAUM.com, who explains how his company acts as a “financial matchmaker,” helping financial advisors plan their succession or sale to the right buyers. Drawing from over a decade in private equity and capital raising, Andrew shares insights on how to approach succession planning, what impacts valuations, and how technology like AI and blockchain is shifting the industry. If you're a financial advisor thinking about the future of your practice, this episode provides invaluable advice on making your business more marketable and transferable. Key Takeaways: → How buyAUM.com matches financial advisors with the right buyers. → Why buyAUM.com focuses on deep conversations and understanding the seller's needs. → How the surge in market consolidation has increased seller fatigue, making a personalized approach to matchmaking even more important. → Why AI and blockchain are changing the financial advising landscape, especially in managing client relationships and valuations. → How asking the right questions can help clients discover their ideal succession plan. Andrew D. Mirolli, CEPA®, is Vice President at buyAUM.com, where he helps independent RIAs and advisory teams design client-safe successions and growth-minded partial equity transactions. He partners with firm owners to evaluate strategic options—full exits, mergers, or “sell & grow” structures—then builds operator-grade playbooks around valuation levers, documentation, and client communications that protect trust, culture, and enterprise value. Drawing on experience with solo practices and multi-partner firms, Andrew focuses on aligning partner timelines, de-risking handoffs, and preserving retention through a clear cadence of client re-introductions and meetings. Known for translating complex deal mechanics into simple steps advisors can act on next quarter, he brings a practical lens to high-stakes transitions. Andrew is a Certified Exit Planning Advisor (CEPA®) and a frequent resource to advisors who want to prepare years before they sell—so they can exit (or scale) on their terms. Connect With Andrew: Website: https://buyaum.com/ Instagram: https://www.instagram.com/buyaum/ LinkedIn: https://www.linkedin.com/in/andrew-d-mirolli-cepa%C2%AE-7a304259/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Discover the key to unlocking true business success by shifting your mindset and implementing a strategic plan that supports freedom and growth. In this episode of Sharkpreneur, Seth Greene interviews Trevor McGregor, CEO of Trevor McGregor International, who has guided countless individuals to unlock their potential and achieve success. After experiencing financial failure and a life-changing transformation, Trevor went on to mentor high performers and build a coaching business that helps entrepreneurs scale their businesses while maintaining balance in life. In this episode, Trevor shares his unique insights into the five freedoms: financial, time, location, impact, and relationship freedom, and how anyone can achieve them with the right mindset and strategic planning. Key Takeaways: → The Power of Identity: Your identity determines your success. You'll never outperform the person you believe you are. → Real Estate as a Gateway to Freedom: Trevor's shift to real estate investing helped him recover from financial loss and build a profitable portfolio. → Tony Robbins' Coaching Legacy: Trevor's time working with Tony Robbins gave him unparalleled insight into coaching and human behavior. → Strategic Planning is Key: Most people fail to scale because they don't have a strategic plan or vision for the future. → Limiting Beliefs Hold Us Back: To grow, you must challenge and eliminate limiting beliefs that restrict your progress. Trevor McGregor is a world-class Real Estate Investor and High-Performance Master Coach who has spent more than two decades transforming the lives, and businesses of clients around the globe. With over 45,000 one-to-one coaching sessions to his name, Trevor is recognized as one of the most trusted and sought-after strategic advisors in the industry. He has coached and mentored Fortune 500 Executives, Doctors, Attorneys, Elite Real Estate Investors, Entrepreneurs, and even Olympic Athletes. Trevor's mission is simple: to help people Scale Their Business, Make More Money and Achieve Unparalleled Levels of Success and Time Freedom, faster than they ever thought possible. His unique blend of real-world investing experience, elite coaching methodologies, and deep mindset mastery has positioned him as a transformational catalyst for high performers who are committed to taking their business and their lives to a whole new level. Connect With Trevor: Website:https://trevormcgregor.com/ Instagram:https://www.instagram.com/iamcoachtrevor/ LinkedIn: https://www.linkedin.com/in/trevor-mcgregor-93375862 Learn more about your ad choices. Visit megaphone.fm/adchoices
Discover the key to unlocking true business success by shifting your mindset and implementing a strategic plan that supports freedom and growth. In this episode of Sharkpreneur, Seth Greene interviews Trevor McGregor, CEO of Trevor McGregor International, who has guided countless individuals to unlock their potential and achieve success. After experiencing financial failure and a life-changing transformation, Trevor went on to mentor high performers and build a coaching business that helps entrepreneurs scale their businesses while maintaining balance in life. In this episode, Trevor shares his unique insights into the five freedoms: financial, time, location, impact, and relationship freedom, and how anyone can achieve them with the right mindset and strategic planning. Key Takeaways: → The Power of Identity: Your identity determines your success. You'll never outperform the person you believe you are. → Real Estate as a Gateway to Freedom: Trevor's shift to real estate investing helped him recover from financial loss and build a profitable portfolio. → Tony Robbins' Coaching Legacy: Trevor's time working with Tony Robbins gave him unparalleled insight into coaching and human behavior. → Strategic Planning is Key: Most people fail to scale because they don't have a strategic plan or vision for the future. → Limiting Beliefs Hold Us Back: To grow, you must challenge and eliminate limiting beliefs that restrict your progress. Trevor McGregor is a world-class Real Estate Investor and High-Performance Master Coach who has spent more than two decades transforming the lives, and businesses of clients around the globe. With over 45,000 one-to-one coaching sessions to his name, Trevor is recognized as one of the most trusted and sought-after strategic advisors in the industry. He has coached and mentored Fortune 500 Executives, Doctors, Attorneys, Elite Real Estate Investors, Entrepreneurs, and even Olympic Athletes. Trevor's mission is simple: to help people Scale Their Business, Make More Money and Achieve Unparalleled Levels of Success and Time Freedom, faster than they ever thought possible. His unique blend of real-world investing experience, elite coaching methodologies, and deep mindset mastery has positioned him as a transformational catalyst for high performers who are committed to taking their business and their lives to a whole new level. Connect With Trevor: Website:https://trevormcgregor.com/ Instagram:https://www.instagram.com/iamcoachtrevor/ LinkedIn: https://www.linkedin.com/in/trevor-mcgregor-93375862 Learn more about your ad choices. Visit megaphone.fm/adchoices
What if the year you lost your job and your mother lost her home became the same year you helped build a $70 million breakthrough in medicine? In this episode of Sharkpreneur, Seth Greene interviews Rome Madison, 3X Best-Selling Author and Keynote Speaker, who shares how growing up with a single mother battling severe mental illness and later homelessness fueled his “no excuses” mindset, and how hand-copying medical textbooks at Barnes & Noble helped him break into precision medicine just as the Human Genome Project was completed. He walks through launching a consulting firm, co-creating the Precision Medicine Podcast that contributed to a $70 million acquisition, and his current work as a confidence coach and host of the global show Genetics for Healthcare, helping high achievers stop second-guessing themselves and expand their impact. Key Takeaways: → The pivotal year when unemployment and a family crisis collided, and why that moment became the catalyst for entering precision medicine. → The unconventional way he prepared for a highly technical role by hand-copying medical and molecular biology content from bookstore shelves. → A plain-language breakdown of what precision medicine actually is, and how it first transformed cancer care through surgical specimens. → Why so many venture-backed precision medicine companies burned through billions, and how that opened the door for his consulting firm. → Behind-the-scenes insights into the $70 million acquisition that included the podcast, and the powerful lessons it taught him about ownership, equity, and value creation. Rome Madison is a dynamic speaker, author, and podcaster who helps people boost self-confidence, face fears, embrace uncertainty, and cut through chaos to achieve bold, ambitious goals. Known for his high-energy delivery and inspiring message, he empowers audiences to take risks and pursue success with fearless determination. A pioneer in the precision medicine industry, Rome draws from extensive sales management and executive leadership experience, sharing powerful lessons from leading massively successful start-ups to navigating the challenges of corporate collapse and restructuring. A futurist with a Specialty in Business Strategy from Harvard Business School Online, he blends forward-thinking insight with real-world expertise. Featured on more than 50 TV and radio programs nationwide, Rome has spoken on global stages, including the Consumer Electronics Show, where he shared his expertise on the Future of Healthcare. His mission is simple yet profound: inspire people to crush their goals, no matter the obstacles. Connect With Rome : Website: https://romemadison.com/ Instagram: https://www.instagram.com/romemadisoneverydaysuperstar/ Youtube: https://www.youtube.com/@RomeMadison X: https://x.com/RomeMadison Facebook: https://www.facebook.com/TheEverydaySuperstar LinkedIn: https://www.linkedin.com/in/genomicsellingsolutions/ Learn more about your ad choices. Visit megaphone.fm/adchoices
What if the year you lost your job and your mother lost her home became the same year you helped build a $70 million breakthrough in medicine? In this episode of Sharkpreneur, Seth Greene interviews Rome Madison, 3X Best-Selling Author and Keynote Speaker, who shares how growing up with a single mother battling severe mental illness and later homelessness fueled his “no excuses” mindset, and how hand-copying medical textbooks at Barnes & Noble helped him break into precision medicine just as the Human Genome Project was completed. He walks through launching a consulting firm, co-creating the Precision Medicine Podcast that contributed to a $70 million acquisition, and his current work as a confidence coach and host of the global show Genetics for Healthcare, helping high achievers stop second-guessing themselves and expand their impact. Key Takeaways: → The pivotal year when unemployment and a family crisis collided, and why that moment became the catalyst for entering precision medicine. → The unconventional way he prepared for a highly technical role by hand-copying medical and molecular biology content from bookstore shelves. → A plain-language breakdown of what precision medicine actually is, and how it first transformed cancer care through surgical specimens. → Why so many venture-backed precision medicine companies burned through billions, and how that opened the door for his consulting firm. → Behind-the-scenes insights into the $70 million acquisition that included the podcast, and the powerful lessons it taught him about ownership, equity, and value creation. Rome Madison is a dynamic speaker, author, and podcaster who helps people boost self-confidence, face fears, embrace uncertainty, and cut through chaos to achieve bold, ambitious goals. Known for his high-energy delivery and inspiring message, he empowers audiences to take risks and pursue success with fearless determination. A pioneer in the precision medicine industry, Rome draws from extensive sales management and executive leadership experience, sharing powerful lessons from leading massively successful start-ups to navigating the challenges of corporate collapse and restructuring. A futurist with a Specialty in Business Strategy from Harvard Business School Online, he blends forward-thinking insight with real-world expertise. Featured on more than 50 TV and radio programs nationwide, Rome has spoken on global stages, including the Consumer Electronics Show, where he shared his expertise on the Future of Healthcare. His mission is simple yet profound: inspire people to crush their goals, no matter the obstacles. Connect With Rome : Website: https://romemadison.com/ Instagram: https://www.instagram.com/romemadisoneverydaysuperstar/ Youtube: https://www.youtube.com/@RomeMadison X: https://x.com/RomeMadison Facebook: https://www.facebook.com/TheEverydaySuperstar LinkedIn: https://www.linkedin.com/in/genomicsellingsolutions/ Learn more about your ad choices. Visit megaphone.fm/adchoices
What happens when you pause long enough to actually look at the year you just lived? In this special New Year's episode, Rebecca and Seth Greene reflect on the moments that defined their family's year. From college milestones and creative achievements to health challenges, business growth, and unexpected wins, this conversation is a reminder that no year is perfect, but every year holds progress worth celebrating. Rebecca shares heartfelt updates on her children, gratitude for the Whinypaluza community, and the surprising milestone that made her say, "Wow." The episode concludes with encouragement to set realistic goals, celebrate progress, and step into the new year with intention and grace. ✨ Key Takeaways → Big wins often come from consistency, not perfection. → Celebrating your kids' milestones never gets old. → Growth includes bumps, setbacks, and gratitude. → Sharing stories builds a stronger community. → Small goals still move life forward. Subscribe, share this episode with someone who needs a hopeful start to the year, and join the Whinypaluza Mom Facebook group for monthly challenges and real conversations. Learn more about your ad choices. Visit megaphone.fm/adchoices
What happens when you pause long enough to actually look at the year you just lived? In this special New Year's episode, Rebecca and Seth Greene reflect on the moments that defined their family's year. From college milestones and creative achievements to health challenges, business growth, and unexpected wins, this conversation is a reminder that no year is perfect, but every year holds progress worth celebrating. Rebecca shares heartfelt updates on her children, gratitude for the Whinypaluza community, and the surprising milestone that made her say, "Wow." The episode concludes with encouragement to set realistic goals, celebrate progress, and step into the new year with intention and grace. ✨ Key Takeaways → Big wins often come from consistency, not perfection. → Celebrating your kids' milestones never gets old. → Growth includes bumps, setbacks, and gratitude. → Sharing stories builds a stronger community. → Small goals still move life forward. Subscribe, share this episode with someone who needs a hopeful start to the year, and join the Whinypaluza Mom Facebook group for monthly challenges and real conversations. Learn more about your ad choices. Visit megaphone.fm/adchoices
Discover how combining strategic thinking, integrated campaigns, and strong team execution transforms marketing from a chaotic expense into a predictable growth engine. In this episode of Sharkpreneur, Seth Greene interviews Andrew Seidman, COO and Co-Founder of Digital Reach Agency, a former professional poker player turned marketing strategist who helps global enterprises and well-funded startups achieve measurable growth. With over a decade of experience leading multi-channel campaigns using platforms like Google, LinkedIn, Facebook, Demandbase, and 6sense, Andrew is known for turning complex digital challenges into streamlined, high-impact solutions. In this episode, he shares lessons on building repeatable processes, integrating teams, and leveraging data to drive meaningful results. Key Takeaways: → The importance of focusing on process rather than short-term results in marketing and operations. → Understanding the core challenges companies face in generating qualified leads and pipeline. → The value of integrating branding, content, digital experience, and revenue operations into one cohesive strategy. → How multi-channel campaigns deliver measurable impact across platforms like Google, LinkedIn, and social media. → Scaling teams effectively while maintaining culture, accountability, and alignment across geographies. Andrew Seidman is the COO and Co-Founder of Digital Reach Agency, where he has played a key role since 2013. Based in Brooklyn, New York, Andrew works closely with global enterprises to develop and implement strategies for Account-Based Marketing (ABM), Demand Generation, and Product-Led Growth (PLG) motions. He leads global advertising campaigns using platforms like Google, LinkedIn, Bing, Facebook, Demandbase, 6sense, and Terminus. Andrew coordinates resources to drive the agency's growth while providing support to the sales and technology teams to ensure exceptional customer service. With over 12 years of experience, Andrew is dedicated to delivering end-to-end digital strategies that drive success for clients around the world. Connect With Andrew: Instagram: https://www.instagram.com/digitalreachagency/ X: https://x.com/digitalreachb2b Facebook: https://www.facebook.com/DigitalReachAgency/ LinkedIn: https://www.linkedin.com/company/digital-reach-agency/ Youtube: https://www.youtube.com/c/Digitalreachagency Learn more about your ad choices. Visit megaphone.fm/adchoices
Discover how combining strategic thinking, integrated campaigns, and strong team execution transforms marketing from a chaotic expense into a predictable growth engine. In this episode of Sharkpreneur, Seth Greene interviews Andrew Seidman, COO and Co-Founder of Digital Reach Agency, a former professional poker player turned marketing strategist who helps global enterprises and well-funded startups achieve measurable growth. With over a decade of experience leading multi-channel campaigns using platforms like Google, LinkedIn, Facebook, Demandbase, and 6sense, Andrew is known for turning complex digital challenges into streamlined, high-impact solutions. In this episode, he shares lessons on building repeatable processes, integrating teams, and leveraging data to drive meaningful results. Key Takeaways: → The importance of focusing on process rather than short-term results in marketing and operations. → Understanding the core challenges companies face in generating qualified leads and pipeline. → The value of integrating branding, content, digital experience, and revenue operations into one cohesive strategy. → How multi-channel campaigns deliver measurable impact across platforms like Google, LinkedIn, and social media. → Scaling teams effectively while maintaining culture, accountability, and alignment across geographies. Andrew Seidman is the COO and Co-Founder of Digital Reach Agency, where he has played a key role since 2013. Based in Brooklyn, New York, Andrew works closely with global enterprises to develop and implement strategies for Account-Based Marketing (ABM), Demand Generation, and Product-Led Growth (PLG) motions. He leads global advertising campaigns using platforms like Google, LinkedIn, Bing, Facebook, Demandbase, 6sense, and Terminus. Andrew coordinates resources to drive the agency's growth while providing support to the sales and technology teams to ensure exceptional customer service. With over 12 years of experience, Andrew is dedicated to delivering end-to-end digital strategies that drive success for clients around the world. Connect With Andrew: Instagram: https://www.instagram.com/digitalreachagency/ X: https://x.com/digitalreachb2b Facebook: https://www.facebook.com/DigitalReachAgency/ LinkedIn: https://www.linkedin.com/company/digital-reach-agency/ Youtube: https://www.youtube.com/c/Digitalreachagency Learn more about your ad choices. Visit megaphone.fm/adchoices
What if your biggest edge isn't what you buy, but where you hold it? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Henry Yoshida, CFP®, Rocket Dollar CEO & Co-Founder, who shares how his earlier robo-advisor exit to Goldman Sachs and years as an advisor led to a digital platform for self-directed IRAs holding private and alternative assets. Starting his career at Merrill Lynch during the dot-com bust, he built deep retirement expertise and now oversees a trust company with roughly $12B in alternatives and 9,000+ registered investments. Yoshida explains why asset location can outperform asset selection and why retail access to private markets is set to grow. Key Takeaways: → How Rocket Dollar provides infrastructure while investors source their own deals. → How Rocket Dollar doesn't manufacture or recommend investments. → Why asset location is crucial. → Why innovation is critical as incumbents eye alternatives. Henry Yoshida, CFP®, is the CEO and Co-Founder of Rocket Dollar. He was previously the founder of venture capital-backed Robo-advisor retirement plan platform Honest Dollar (acquired by Goldman Sachs in 2016), the founder of MY Group LLC (acquired by Captrust), and spent 10 years at Merrill Lynch. Henry is also a Certified Financial Planner and has brought multiple innovative products and methodologies to the market. Yoshida graduated from the University of Texas at Austin and holds an MBA from Cornell University. He lives in Austin with his two daughters. Connect With Henry: Website: https://www.rocketdollar.com/ https://bit.ly/4nKw0WT Instagram: https://www.instagram.com/fitfinancehenry/ LinkedIn: https://www.linkedin.com/in/henryyoshida/ Learn more about your ad choices. Visit megaphone.fm/adchoices
What if an AI agent could negotiate your car deal while you keep your phone on silent? In this episode of Sharkpreneur, Seth Greene interviews Zach Shefska, Co-Founder & CEO of CarEdge, a platform using data, software, and services to make car buying fair, fast, and transparent. Zach explains how CarEdge evolved from a YouTube channel with his veteran car-salesman father into a suite of tools—pricing data, a concierge team, and an AI negotiator—that level the playing field for buyers without trying to eliminate dealerships. He shares how the business model aligns incentives, why “human-in-the-loop” AI matters, and how trust and speed can beat opacity and pressure. Key Takeaways: → CarEdge began as a YouTube channel teaching people how to buy cars and has grown into a platform with millions of monthly viewers plus tools and services that support the entire purchase journey. → The company offers negotiation-ready data, an AI negotiator that engages dealers on your behalf, and a human concierge team made up of former dealership pros who can run the process end-to-end. → Zach designed the model to avoid dealer pay-to-play by charging consumers for help, which means dealerships receive educated, motivated buyers without subscription fees or low-quality lead churn. → The mission is not to destroy dealerships but to make transactions fairer and faster, which can still serve dealer interests by improving close rates and reducing negotiation friction. → Dealership profits are typically driven by finance and insurance products rather than the new-car sale itself, so CarEdge focuses on fair vehicle pricing while educating consumers on F&I decisions. Zach Shefska is the co-founder and CEO of CarEdge, a platform dedicated to reforming the automotive retail experience through radical transparency, consumer empowerment, and digital innovation. His journey from tech executive to mission-driven entrepreneur exemplifies a deep commitment to building purpose-driven solutions that challenge exploitative norms. Connect With Zach:Website: http://www.caredge.com/ Instagram: https://www.instagram.com/mycaredge TikTok: https://www.tiktok.com/@caredge Facebook: https://www.facebook.com/mycaredge Learn more about your ad choices. Visit megaphone.fm/adchoices
What if an AI agent could negotiate your car deal while you keep your phone on silent? In this episode of Sharkpreneur, Seth Greene interviews Zach Shefska, Co-Founder & CEO of CarEdge, a platform using data, software, and services to make car buying fair, fast, and transparent. Zach explains how CarEdge evolved from a YouTube channel with his veteran car-salesman father into a suite of tools—pricing data, a concierge team, and an AI negotiator—that level the playing field for buyers without trying to eliminate dealerships. He shares how the business model aligns incentives, why “human-in-the-loop” AI matters, and how trust and speed can beat opacity and pressure. Key Takeaways: → CarEdge began as a YouTube channel teaching people how to buy cars and has grown into a platform with millions of monthly viewers plus tools and services that support the entire purchase journey. → The company offers negotiation-ready data, an AI negotiator that engages dealers on your behalf, and a human concierge team made up of former dealership pros who can run the process end-to-end. → Zach designed the model to avoid dealer pay-to-play by charging consumers for help, which means dealerships receive educated, motivated buyers without subscription fees or low-quality lead churn. → The mission is not to destroy dealerships but to make transactions fairer and faster, which can still serve dealer interests by improving close rates and reducing negotiation friction. → Dealership profits are typically driven by finance and insurance products rather than the new-car sale itself, so CarEdge focuses on fair vehicle pricing while educating consumers on F&I decisions. Zach Shefska is the co-founder and CEO of CarEdge, a platform dedicated to reforming the automotive retail experience through radical transparency, consumer empowerment, and digital innovation. His journey from tech executive to mission-driven entrepreneur exemplifies a deep commitment to building purpose-driven solutions that challenge exploitative norms. Connect With Zach:Website: http://www.caredge.com/ Instagram: https://www.instagram.com/mycaredge TikTok: https://www.tiktok.com/@caredge Facebook: https://www.facebook.com/mycaredge Learn more about your ad choices. Visit megaphone.fm/adchoices
What if the same mindset that builds nine-figure businesses could also create a happier, healthier life? In this episode of Sharkpreneur, Seth Greene interviews Pete Sacco, Entrepreneur, Technologist, Modern Day Mystic, is the author of Living in Bliss: Achieve a Balanced Existence of Body, Mind, and Spirit, who shares how his own low point—facing poor health and personal unhappiness despite career success—sparked a complete transformation that reshaped both his life and his company. He reveals the framework behind his “Commit, Learn, and Do” philosophy and how understanding superpowers, core values, and balance can turn ambition into fulfillment. Key Takeaways: → How each stage of expansion requires new structures, mentors, and sometimes new team members. → Why it's vital for entrepreneurs to evolve from being business operators into strategic thinkers and investors → How professional success without personal fulfillment is a form of failure. → Why it's crucial to practice gratitude, reframe expectations, and find daily moments of wonder. → How clarity, collaboration, and alignment are more important than control. Pete Sacco is a visionary entrepreneur, technologist, and modern-day mystic who blends conscious leadership with breakthrough innovation. As the founder of multiple ventures—including PTS Data Center Solutions, INTUVA, GRID7, InstaGuardIP, and Gray Wolf Data Centers—Pete has led transformative initiatives across AI, energy, blockchain, and digital infrastructure. His journey from electrical engineer to spiritual author and advisor reflects a rare fusion of high performance and inner awakening. Pete is the author of Living in Bliss: Achieve a Balanced Existence of Body, Mind, and Spirit, a guide for high achievers seeking fulfillment beyond success. A finalist for Ernst & Young's Entrepreneur of the Year, Pete holds a B.S. in Electrical Engineering from Fairleigh Dickinson University. He serves on the advisory board of its School of Computer Sciences and Engineering. Based in New Jersey, he helps purpose-driven professionals unlock clarity, vitality, and purpose—one system, one person, and one moment at a time. Connect With Pete: Website: https://petesacco.com/ Instagram: https://www.instagram.com/petesaccoofficial TikTok: https://www.tiktok.com/@petesacco X: https://x.com/PeteSaccoCEO LinkedIn: https://www.linkedin.com/in/petertsacco/ YouTube: https://www.youtube.com/@PeteSaccoCEO Learn more about your ad choices. Visit megaphone.fm/adchoices
What if the same mindset that builds nine-figure businesses could also create a happier, healthier life? In this episode of Sharkpreneur, Seth Greene interviews Pete Sacco, Entrepreneur, Technologist, Modern Day Mystic, is the author of Living in Bliss: Achieve a Balanced Existence of Body, Mind, and Spirit, who shares how his own low point—facing poor health and personal unhappiness despite career success—sparked a complete transformation that reshaped both his life and his company. He reveals the framework behind his “Commit, Learn, and Do” philosophy and how understanding superpowers, core values, and balance can turn ambition into fulfillment. Key Takeaways: → How each stage of expansion requires new structures, mentors, and sometimes new team members. → Why it's vital for entrepreneurs to evolve from being business operators into strategic thinkers and investors → How professional success without personal fulfillment is a form of failure. → Why it's crucial to practice gratitude, reframe expectations, and find daily moments of wonder. → How clarity, collaboration, and alignment are more important than control. Pete Sacco is a visionary entrepreneur, technologist, and modern-day mystic who blends conscious leadership with breakthrough innovation. As the founder of multiple ventures—including PTS Data Center Solutions, INTUVA, GRID7, InstaGuardIP, and Gray Wolf Data Centers—Pete has led transformative initiatives across AI, energy, blockchain, and digital infrastructure. His journey from electrical engineer to spiritual author and advisor reflects a rare fusion of high performance and inner awakening. Pete is the author of Living in Bliss: Achieve a Balanced Existence of Body, Mind, and Spirit, a guide for high achievers seeking fulfillment beyond success. A finalist for Ernst & Young's Entrepreneur of the Year, Pete holds a B.S. in Electrical Engineering from Fairleigh Dickinson University. He serves on the advisory board of its School of Computer Sciences and Engineering. Based in New Jersey, he helps purpose-driven professionals unlock clarity, vitality, and purpose—one system, one person, and one moment at a time. Connect With Pete: Website: https://petesacco.com/ Instagram: https://www.instagram.com/petesaccoofficial TikTok: https://www.tiktok.com/@petesacco X: https://x.com/PeteSaccoCEO LinkedIn: https://www.linkedin.com/in/petertsacco/ YouTube: https://www.youtube.com/@PeteSaccoCEO Learn more about your ad choices. Visit megaphone.fm/adchoices
Freedom gets a lot easier when your systems work harder than you do. In this episode of Sharkpreneur, Seth Greene interviews Daniel Alonzo, Wealth Coach, who unpacks the mindset and mechanics of true financial freedom. Financially independent by 28, Daniel scaled to 1,500+ agents across 60 offices and hosts the Wealth on the Beach podcast. He breaks down scaling via leadership, content consistency, and modern messaging that attracts the next generation while building durable passive income. Key Takeaways: → Why entrepreneurs must replace their limiting beliefs with decisive action. → How achieving true financial freedom requires both passive income and strong cash reserves. → Building leaders who can operate independently allows a business to scale faster than any individual effort ever could. → Why documenting systems, training materials, and repeatable processes leads to sustainable growth and more free time. → How consistency separate those who get attention from those who fade away. Daniel Alonzo is a high energy entrepreneur, wealth coach and host of the Wealth on the Beach Podcast, ranked top 100 by million podcasts. He's built one of the largest financial teams in America with over 1,500 licensed agents and 60 offices. He's also the author of 3 books: Wealth on the Beach: 11 Laws to Building Financial Freedom, Wealth on the Beach: For Teens, and his latest, Wealth on the Beach: Why Most Life Insurance is a Scam - And How to Get It Right. Daniel's Mission is to teach people how to build wealth, shift their mindset, and live a life of freedom, choices and options - no fluff, no BS. Connect With Daniel: Website: https://wealthonthebeach.com/ Instagram: https://www.instagram.com/danielalonzo/ X: https://x.com/DanielAlonzoBL Facebook: https://www.facebook.com/daniel.alonzo.796/ YouTube: https://www.youtube.com/@DanielAlonzo1 Learn more about your ad choices. Visit megaphone.fm/adchoices
Freedom gets a lot easier when your systems work harder than you do. In this episode of Sharkpreneur, Seth Greene interviews Daniel Alonzo, Wealth Coach, who unpacks the mindset and mechanics of true financial freedom. Financially independent by 28, Daniel scaled to 1,500+ agents across 60 offices and hosts the Wealth on the Beach podcast. He breaks down scaling via leadership, content consistency, and modern messaging that attracts the next generation while building durable passive income. Key Takeaways: → Why entrepreneurs must replace their limiting beliefs with decisive action. → How achieving true financial freedom requires both passive income and strong cash reserves. → Building leaders who can operate independently allows a business to scale faster than any individual effort ever could. → Why documenting systems, training materials, and repeatable processes leads to sustainable growth and more free time. → How consistency separate those who get attention from those who fade away. Daniel Alonzo is a high energy entrepreneur, wealth coach and host of the Wealth on the Beach Podcast, ranked top 100 by million podcasts. He's built one of the largest financial teams in America with over 1,500 licensed agents and 60 offices. He's also the author of 3 books: Wealth on the Beach: 11 Laws to Building Financial Freedom, Wealth on the Beach: For Teens, and his latest, Wealth on the Beach: Why Most Life Insurance is a Scam - And How to Get It Right. Daniel's Mission is to teach people how to build wealth, shift their mindset, and live a life of freedom, choices and options - no fluff, no BS. Connect With Daniel: Website: https://wealthonthebeach.com/ Instagram: https://www.instagram.com/danielalonzo/ X: https://x.com/DanielAlonzoBL Facebook: https://www.facebook.com/daniel.alonzo.796/ YouTube: https://www.youtube.com/@DanielAlonzo1 Learn more about your ad choices. Visit megaphone.fm/adchoices
Discover why disciplined due diligence beats FOMO, how to wield AI without losing human insight, why “cash is king” again, and what the rise of lean micro-unicorns means for VCs, family offices, and startups. In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Daniel Nikic, Global Investment Specialist and Founder of COHRES, who explains why disciplined due diligence beats FOMO, how AI should augment human insight, and why “cash is king” again. He shares how COHRES tailors research for VCs, family offices, and startups, forecasts durable trends in AI, energy, healthcare, and data, and explores the rise of lean micro-unicorns. Nikic also details the operational pivots behind scaling a boutique firm toward AI-enabled analysis while aligning execution with investor priorities. Key Takeaways: → How the most expensive errors are chasing hype, skipping time-horizon work, and forgetting that once capital leaves your account, there's no guarantee it returns. → Why ChatGPT-level answers aren't enough for funds. → How big brands will stay big and emerging funds with DPI will struggle to raise. → Why direct on-call collaboration provides guidance when speed matters. → How having a global perspective allows for tailored insights to what each investor treats as a green flag or a deal breaker. Daniel Nikic is a global investment research expert and entrepreneur with over a decade of experience advising investors, high-net-worth individuals, enterprises, and entrepreneurs. Raised in Canada and now based in Croatia, Daniel specializes in global markets, focusing on the U.S., European, and Middle Eastern financial landscapes. As the founder of COHRES, Daniel has analyzed over 15,000 companies across sectors like AI, software, and data. He delivers high-quality market research, financial management, due diligence, and AI data auditing to empower clients to make strategic, informed decisions. Known for his collaborative approach, Daniel builds long-term relationships rooted in trust and shared success. Daniel is also passionate about mentoring early-stage entrepreneurs, guiding them on market strategies, innovation, and business growth. His expertise in global markets and emerging trends makes him a trusted advisor in the financial sector. Connect With Daniel: Website: https://www.danielnikic.com/ https://cohres.com/ X: https://x.com/DNikic87 Facebook: https://www.facebook.com/people/Daniel-Nikic/ LinkedIn: https://www.linkedin.com/in/daniel-nikic/ Learn more about your ad choices. Visit megaphone.fm/adchoices
When you focus your energy like a laser, the right single move can change everything. In this episode of Sharkpreneur, Seth Greene interviews Stephen Scoggins, Faith-Driven Entrepreneur, Speaker, and Author, who rose from homelessness to build Custom Home Exteriors into one of the East Coast's largest exterior service companies—~400 employees and just under nine figures annually—before exiting in 2023. Stephen now leads Unstoppable Solutions, creating media and events and empowering education to help founders align purpose, performance, and profit. He shares the mentor lessons that saved his life, the pitfalls that stall entrepreneurs, and how “presence over hustle” creates compounding momentum. Key Takeaways: → Why being busy doesn't equate to being proactive and how focused presence beats hustle culture. → How to overcome the five constraints: arrogance, ignorance, impatience, fear, and insecurity. → Why starting from scratch requires ingenuity, initiative, and brick-by-brick systems that scale. → How profit without meaning leads to isolation and how to build both wealth and fulfillment. → Why many founders need alignment more than another playbook. Stephen Scoggins is a business strategist, bestselling author, and founder of Unstoppable Solutions by Scoggins International Inc. Once homeless, he went on to build and exit multiple companies, becoming a serial 9-figure entrepreneur and mentoring thousands through his Unstoppable Entrepreneur Programs and frameworks for aligned, sustainable growth. Named by USA Today and The Wall Street Times as one of the fastest-growing entrepreneurs in 2023, Stephen has also reached over 48 million podcast views through his show Build, where he helps purpose-driven leaders scale without compromising who they are. Known for challenging hustle culture, he teaches an integrated approach to entrepreneurship that prioritizes meaning, integrity, and legacy-level impact—proving that lasting income follows radical alignment. Connect With Stephen: Website: https://stephenscoggins.com/ Instagram: https://www.instagram.com/stephen_scoggins X: https://x.com/stephen_scoggin Facebook: https://www.facebook.com/stephenscoggins/ LinkedIn: https://www.linkedin.com/in/stephenscoggins/ TikTok: https://www.tiktok.com/@stephen_scoggins Learn more about your ad choices. Visit megaphone.fm/adchoices
When you focus your energy like a laser, the right single move can change everything. In this episode of Sharkpreneur, Seth Greene interviews Stephen Scoggins, Faith-Driven Entrepreneur, Speaker, and Author, who rose from homelessness to build Custom Home Exteriors into one of the East Coast's largest exterior service companies—~400 employees and just under nine figures annually—before exiting in 2023. Stephen now leads Unstoppable Solutions, creating media and events and empowering education to help founders align purpose, performance, and profit. He shares the mentor lessons that saved his life, the pitfalls that stall entrepreneurs, and how “presence over hustle” creates compounding momentum. Key Takeaways: → Why being busy doesn't equate to being proactive and how focused presence beats hustle culture. → How to overcome the five constraints: arrogance, ignorance, impatience, fear, and insecurity. → Why starting from scratch requires ingenuity, initiative, and brick-by-brick systems that scale. → How profit without meaning leads to isolation and how to build both wealth and fulfillment. → Why many founders need alignment more than another playbook. Stephen Scoggins is a business strategist, bestselling author, and founder of Unstoppable Solutions by Scoggins International Inc. Once homeless, he went on to build and exit multiple companies, becoming a serial 9-figure entrepreneur and mentoring thousands through his Unstoppable Entrepreneur Programs and frameworks for aligned, sustainable growth. Named by USA Today and The Wall Street Times as one of the fastest-growing entrepreneurs in 2023, Stephen has also reached over 48 million podcast views through his show Build, where he helps purpose-driven leaders scale without compromising who they are. Known for challenging hustle culture, he teaches an integrated approach to entrepreneurship that prioritizes meaning, integrity, and legacy-level impact—proving that lasting income follows radical alignment. Connect With Stephen: Website: https://stephenscoggins.com/ Instagram: https://www.instagram.com/stephen_scoggins X: https://x.com/stephen_scoggin Facebook: https://www.facebook.com/stephenscoggins/ LinkedIn: https://www.linkedin.com/in/stephenscoggins/ TikTok: https://www.tiktok.com/@stephen_scoggins Learn more about your ad choices. Visit megaphone.fm/adchoices
When execution gets cheap and fast, the advantage shifts from incumbents to the bold. In this episode of Sharkpreneur, Seth Greene interviews Alex Mehr, PhD, Former NASA Scientist, Serial Entrepreneur, and AI Disruptor, who explains why this AI wave is different. Technology is replacing human tasks (often doing them better), turning “idea machines” into prolific builders by slashing execution time and cost. He shares how famous.ai helps entrepreneurs spin up real MVPs quickly, why “barbarian” tactics beat empires, and the mindsets that separate shippers from stallers. Key Takeaways: → How this AI wave replaces, not just augments, many human activities. → How AI collapses the gap between ideation and execution. → How underdogs can carve niches by attacking specific, local weak points. → Why entrepreneurs should test cheaply, retreat quickly, and redeploy where traction appears. → Why logos and colors are meaningless if you're not shipping and learning. Dr. Alex Mehr is a former NASA scientist turned serial entrepreneur who has built and exited multiple companies serving millions of users worldwide. Today, as Co-Founder and CEO of Famous.ai, he's breaking down the last barrier to entrepreneurship: coding. Alex believes there's a dividing line in entrepreneurship—before 2025 and after 2025. With AI now able to turn plain-English prompts into production-ready apps, execution is no longer the bottleneck—ideas just became more valuable than ever. From Wall Street to Silicon Valley, Alex has seen firsthand that speed is the ultimate competitive advantage. His mission is to empower non-technical founders, creatives, and professionals to build bold tech businesses without needing engineers, massive funding, or years of trial and error. Alex's unique gift is taking complex technology and translating it into actionable, inspiring stories that leave audiences believing: your idea is worth building today, not someday. Connect With Alex: Website: https://famous.ai/ Instagram: https://www.instagram.com/doctoralex Facebook: https://www.facebook.com/realDrMehr/ YouTube: https://www.youtube.com/@dealai Learn more about your ad choices. Visit megaphone.fm/adchoices
When execution gets cheap and fast, the advantage shifts from incumbents to the bold. In this episode of Sharkpreneur, Seth Greene interviews Alex Mehr, PhD, Former NASA Scientist, Serial Entrepreneur, and AI Disruptor, who explains why this AI wave is different. Technology is replacing human tasks (often doing them better), turning “idea machines” into prolific builders by slashing execution time and cost. He shares how famous.ai helps entrepreneurs spin up real MVPs quickly, why “barbarian” tactics beat empires, and the mindsets that separate shippers from stallers. Key Takeaways: → How this AI wave replaces, not just augments, many human activities. → How AI collapses the gap between ideation and execution. → How underdogs can carve niches by attacking specific, local weak points. → Why entrepreneurs should test cheaply, retreat quickly, and redeploy where traction appears. → Why logos and colors are meaningless if you're not shipping and learning. Dr. Alex Mehr is a former NASA scientist turned serial entrepreneur who has built and exited multiple companies serving millions of users worldwide. Today, as Co-Founder and CEO of Famous.ai, he's breaking down the last barrier to entrepreneurship: coding. Alex believes there's a dividing line in entrepreneurship—before 2025 and after 2025. With AI now able to turn plain-English prompts into production-ready apps, execution is no longer the bottleneck—ideas just became more valuable than ever. From Wall Street to Silicon Valley, Alex has seen firsthand that speed is the ultimate competitive advantage. His mission is to empower non-technical founders, creatives, and professionals to build bold tech businesses without needing engineers, massive funding, or years of trial and error. Alex's unique gift is taking complex technology and translating it into actionable, inspiring stories that leave audiences believing: your idea is worth building today, not someday. Connect With Alex: Website: https://famous.ai/ Instagram: https://www.instagram.com/doctoralex Facebook: https://www.facebook.com/realDrMehr/ YouTube: https://www.youtube.com/@dealai Learn more about your ad choices. Visit megaphone.fm/adchoices
Eight nights of Hanukkah can feel like a marathon, especially when kids are away at college, packages arrive late, and the to-do list keeps growing. In this candid Whinypaluza Wednesday episode, Rebecca Greene and Seth Greene discuss what it really looks like to be in the Hanukkah weeds and why that feeling shows up every year. Rebecca shares the behind-the-scenes reality of wrapping presents nightly, juggling work, missing her son, and realizing how much her priorities have shifted. This conversation is about letting go of perfection, choosing presence over presents, and reminding ourselves that it all gets done in the end. Key Takeaways - Presence matters more than presents. - Being together outweighs any gift. - Eight nights is a lot. - Hanukkah comes with its own pressure. - Perfection is not required. - Good enough really is good enough. - Exhaustion makes everything more complicated. - Sleep changes perspective.Moms often do too much because they care. That comes from love, not failure. It always gets done. Even when it feels chaotic. Memorable Quote “I'm in the weeds, but I don't really care. I've got better priorities.” Continue the Conversation Visit whinypaluza.com to read Rebecca's blog and past reflections. Join the Whinypaluza Mom Group on Facebook for support and community. Subscribe to the Whinypaluza email newsletter for real-life parenting insights. https://linktr.ee/whinypaluzamom If you are in the weeds too, take a breath. You are doing more than enough. Learn more about your ad choices. Visit megaphone.fm/adchoices
Eight nights of Hanukkah can feel like a marathon, especially when kids are away at college, packages arrive late, and the to-do list keeps growing. In this candid Whinypaluza Wednesday episode, Rebecca Greene and Seth Greene discuss what it really looks like to be in the Hanukkah weeds and why that feeling shows up every year. Rebecca shares the behind-the-scenes reality of wrapping presents nightly, juggling work, missing her son, and realizing how much her priorities have shifted. This conversation is about letting go of perfection, choosing presence over presents, and reminding ourselves that it all gets done in the end. Key Takeaways - Presence matters more than presents. - Being together outweighs any gift. - Eight nights is a lot. - Hanukkah comes with its own pressure. - Perfection is not required. - Good enough really is good enough. - Exhaustion makes everything more complicated. - Sleep changes perspective.Moms often do too much because they care. That comes from love, not failure. It always gets done. Even when it feels chaotic. Memorable Quote “I'm in the weeds, but I don't really care. I've got better priorities.” Continue the Conversation Visit whinypaluza.com to read Rebecca's blog and past reflections. Join the Whinypaluza Mom Group on Facebook for support and community. Subscribe to the Whinypaluza email newsletter for real-life parenting insights. https://linktr.ee/whinypaluzamom If you are in the weeds too, take a breath. You are doing more than enough. Learn more about your ad choices. Visit megaphone.fm/adchoices
When you solve one real problem brilliantly, it can unlock five more and add an entire category. In this episode of Sharkpreneur, Seth Greene interviews Shawn Nelson, Founder and CEO of LoveSac, who shares how a homemade “not-beanbag” snowballed into a NASDAQ-listed company with 300+ locations, a logistics moat, and the best-selling sectional platform in the U.S. He breaks down the invention mindset, LoveSac's sustainability-by-design philosophy, and why products must be designed for life to win long term. Key Takeaways: → Why logistics matter and how they can be used as your hidden superpower. → Building a product that can evolve allows it to stay relevant for decades. → Why sustainability and durability beat planned obsolescence. → Why building your own channel proves demand for your product. → If products last, growth must come from new rooms, categories, and features. Shawn Nelson is the founder and CEO of LoveSac, Inc. He graduated from the University of Utah and founded LoveSac in 1998, initially creating his first “not-bean bag” from shredded foam camp mattresses. Nelson quickly gained traction, securing an order for 12,000 Lovesacs from Limited Too, and later opening his first retail location in 2001. In 2003, he received the Ernst & Young Entrepreneur of the Year Award. Nelson also appeared on Richard Branson's The Rebel Billionaire in 2005, winning a $1 million investment, and spent three months as acting president of Virgin companies. Shawn expanded LoveSac's product line to include the world's only changeable sectional couch. He earned his master's degree in strategic design and management from Parsons in 2015, where he also became a part-time instructor. That same year, he appeared on Make Me a Millionaire Inventor and delivered the keynote at the 40 Under 40 awards for Fairfield County, Connecticut. In 2018, he took LoveSac public, with shares debuting on Nasdaq under the ticker symbol “LOVE.” Connect With Shawn: Website: https://www.lovesac.com/ Instagram: https://www.instagram.com/shawnoflovesac X: https://x.com/shawnoflovesac LinkedIn: https://www.linkedin.com/in/shawndnelson/ Learn more about your ad choices. Visit megaphone.fm/adchoices
When you solve one real problem brilliantly, it can unlock five more and add an entire category. In this episode of Sharkpreneur, Seth Greene interviews Shawn Nelson, Founder and CEO of LoveSac, who shares how a homemade “not-beanbag” snowballed into a NASDAQ-listed company with 300+ locations, a logistics moat, and the best-selling sectional platform in the U.S. He breaks down the invention mindset, LoveSac's sustainability-by-design philosophy, and why products must be designed for life to win long term. Key Takeaways: → Why logistics matter and how they can be used as your hidden superpower. → Building a product that can evolve allows it to stay relevant for decades. → Why sustainability and durability beat planned obsolescence. → Why building your own channel proves demand for your product. → If products last, growth must come from new rooms, categories, and features. Shawn Nelson is the founder and CEO of LoveSac, Inc. He graduated from the University of Utah and founded LoveSac in 1998, initially creating his first “not-bean bag” from shredded foam camp mattresses. Nelson quickly gained traction, securing an order for 12,000 Lovesacs from Limited Too, and later opening his first retail location in 2001. In 2003, he received the Ernst & Young Entrepreneur of the Year Award. Nelson also appeared on Richard Branson's The Rebel Billionaire in 2005, winning a $1 million investment, and spent three months as acting president of Virgin companies. Shawn expanded LoveSac's product line to include the world's only changeable sectional couch. He earned his master's degree in strategic design and management from Parsons in 2015, where he also became a part-time instructor. That same year, he appeared on Make Me a Millionaire Inventor and delivered the keynote at the 40 Under 40 awards for Fairfield County, Connecticut. In 2018, he took LoveSac public, with shares debuting on Nasdaq under the ticker symbol “LOVE.” Connect With Shawn: Website: https://www.lovesac.com/ Instagram: https://www.instagram.com/shawnoflovesac X: https://x.com/shawnoflovesac LinkedIn: https://www.linkedin.com/in/shawndnelson/ Learn more about your ad choices. Visit megaphone.fm/adchoices
The threat that puts you out of business probably won't look like a movie hack, it'll look like a normal email from your CEO. In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Scott Alldridge, CEO of IP Services and bestselling author of the VisibleOps series, who explains how modern cybercrime actually works and why most small and mid-sized companies are far more vulnerable than they think. Scott shares real breach stories, including how something as simple as leaving a printer password as “1234” led to a $187,000 theft and forced a firm into a merger. He breaks down why cybersecurity is now a board-level issue, how AI is being weaponized by attackers, and what leaders need to be doing right now to protect their data, their money, and their survival. Key Takeaways: → Most companies think “we're too small to be a target,” but attackers actively go after businesses with as few as 100 employees — and even under $1M in revenue. → Only about 1 in 7 cybersecurity breaches ever gets reported, so what you read in the news is a tiny fraction of what's actually happening. → A single weak password (like “1234” on a networked printer) can give a threat actor a doorway into your entire system. → Attackers don't smash and grab; they sit quietly for weeks or months, watch how you communicate, then imitate leadership to trigger wire transfers that look totally normal. → The “human layer” is still the biggest risk: phishing, social engineering, and reused or weak credentials are where most compromises begin. Scott Alldridge has spent three decades on the frontlines of cyber warfare—turning escalating threats into competitive advantage for business leaders. As co-founder of the IT Process Institute and creator of the globally adopted VisibleOps framework (400,000+ copies sold), he shaped how enterprises worldwide secure and scale technology. His Amazon bestseller, VisibleOps Cybersecurity, is the definitive roadmap for integrating Zero Trust principles into real business results. Today, as CEO of IP Services, one of America's most trusted MSSPs, Scott helps executives verify—not just trust—their cybersecurity posture. Driven by both expertise and altruism, Scott's mission is to ensure businesses of all sizes are resilient and protected—not only to safeguard revenue, but to prevent the devastating personal and professional fallout of cyberattacks. A globally recognized thought leader with 618K+ social media followers, he leverages his platform to raise awareness, share real-world breach stories, and arm leaders with actionable strategies that save companies before it's too late. Connect With Scott: Website: https://ipservices.com/ Instagram: https://www.instagram.com/scottalldridge1/ LinkedIn: https://www.linkedin.com/in/scott-alldridge-1a976/ FREE OFFERSText "Secure25" to 1-541-359-1269 to receive your free Visible Ops Executive Companion book and a free Penetration Scan Test (first 3 listeners only) Learn more about your ad choices. Visit megaphone.fm/adchoices
Seth Greene is a leading authority on affiliate-driven business growth and the founder of 50 DREAM Affiliates, which he scaled to the Inc. 5000 list in 2023. He is the co-host of the Sharkpreneur podcast with Shark Tank's Kevin Harrington, ranked among the top business podcasts to listen to, and a nine-time bestselling author. Seth has been featured on NBC, CBS, Forbes, Inc, and CBS MoneyWatch, is the only person ever nominated three consecutive years for GKIC Marketer of the Year, and is a serial entrepreneur who has founded four successful companies. Here's some of the topics we covered: How Seth Built His Edge in Marketing and Business Growth How Seth Helps Investors Scale Faster Without Wasting Money The Sneaky Direct Mail "Ninja" Tactic That Still Crushes Turning Investors Into On Camera Brands Through Short Form Video What "Lumpy Mail" Is and Why It Gets Opened Every Time The Story Behind Seth's Connection to Kevin Harrington of Shark Tank Inside Seth's Proven System for High ROI Marketing Campaigns How Newsjacking Puts You in the Media Without Paying for Ads To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com For more about Rod and his real estate investing journey go to www.rodkhleif.com Please Review and Subscribe
Revenue keeps rising, but your bank account doesn't? Here's how to fix that. In this episode of Sharkpreneur, Seth Greene interviews Ben Hansen, Business Consultant & CEO, Profit Doctor, who built an eight-figure consulting firm to 100 employees and $13M revenue with five Inc. 5000 awards, after earlier stints at Dell and Microsoft. Ben now helps $2–$50M companies add +5 net profit points in 90 days by importing top-quartile practices into below-average performers. He shares the mindset, metrics, and surgical cuts that turn chronic cash strain into sustainable profitability. Key Takeaways: → Why chasing your top line often hides bottom-line decay. → How to make money by stopping what loses money. → The ten areas that are most likely to hide margins. → How to identify unprofitable customers, products, and channels, and exit them. → Why it's vital to build a business that funds its own growth. Ben Hansen is a 5-time Inc. 5000 entrepreneur and founder of an 8-figure staffing firm. In his previous business, he built a team of over 100 employees in just 8 years and consistently achieved fast growth and high profit. Today, he helps CEOs solve their profit problems fast and he understands firsthand what it takes to build a lean, scalable business that actually makes money. He works with companies earning between $2 and $50 million in annual revenue to increase margins, cash and distributions. Most see meaningful improvements within just 12 weeks without adding more workload or pressure. Ben specializes in curing what he calls Profititis - when revenue keeps growing but profit doesn't. With hands-on experience, he offers simple, practical solutions that deliver real results, not more theory or complexity. Connect With Ben: Website: https://profitdoctor.com/ Instagram: https://www.instagram.com/profitdoctorben/ LinkedIn: https://www.linkedin.com/in/benhansen/ YouTube: https://www.youtube.com/@profitdoctorben Learn more about your ad choices. Visit megaphone.fm/adchoices
Revenue keeps rising, but your bank account doesn't? Here's how to fix that. In this episode of Sharkpreneur, Seth Greene interviews Ben Hansen, Business Consultant & CEO, Profit Doctor, who built an eight-figure consulting firm to 100 employees and $13M revenue with five Inc. 5000 awards, after earlier stints at Dell and Microsoft. Ben now helps $2–$50M companies add +5 net profit points in 90 days by importing top-quartile practices into below-average performers. He shares the mindset, metrics, and surgical cuts that turn chronic cash strain into sustainable profitability. Key Takeaways: → Why chasing your top line often hides bottom-line decay. → How to make money by stopping what loses money. → The ten areas that are most likely to hide margins. → How to identify unprofitable customers, products, and channels, and exit them. → Why it's vital to build a business that funds its own growth. Ben Hansen is a 5-time Inc. 5000 entrepreneur and founder of an 8-figure staffing firm. In his previous business, he built a team of over 100 employees in just 8 years and consistently achieved fast growth and high profit. Today, he helps CEOs solve their profit problems fast and he understands firsthand what it takes to build a lean, scalable business that actually makes money. He works with companies earning between $2 and $50 million in annual revenue to increase margins, cash and distributions. Most see meaningful improvements within just 12 weeks without adding more workload or pressure. Ben specializes in curing what he calls Profititis - when revenue keeps growing but profit doesn't. With hands-on experience, he offers simple, practical solutions that deliver real results, not more theory or complexity. Connect With Ben: Website: https://profitdoctor.com/ Instagram: https://www.instagram.com/profitdoctorben/ LinkedIn: https://www.linkedin.com/in/benhansen/ YouTube: https://www.youtube.com/@profitdoctorben Learn more about your ad choices. Visit megaphone.fm/adchoices
Most owners work hard for money—few learn to make the tax code work hard for them. In this episode of Sharkpreneur, Seth Greene interviews Catrina M. Craft, a tax strategist and accountant who's advised business owners and previously learned elite tax strategy working with the wealthiest 2% of Americans. Creator of the CRAFT Money Map framework, Catrina specializes in turning reactive “tax season” chaos into proactive, year-round wealth strategy. She breaks down the KPIs that actually drive profitability, the entity and election decisions that matter, and timely plays like bonus depreciation, §179, and QBI that can free up cash to grow. Key Takeaways: → Proactive vs. reactive taxes: what changes when strategy starts before year-end. → The five KPIs that matter: cash flow, profitability, A/R & A/P, LTV, and CAC—plus how to dashboard them. → The C.R.A.F.T. Money Map: Cash flow, Retirement, Asset management/protection, Financial freedom, and Tax strategies. → Entity structure ≠ paperwork: why LLC + the right tax election (S/C/partnership/sole prop) can swing your tax outcome. → When to hire a strategist: startup consults to avoid missteps; quarterly at ~$50k profit; monthly at ~$100k+. Catrina M. Craft, CPA, CEO & Founder of Craft More Cash. "The tax code isn't fair — but that's your opportunity as a business owner.” This is the perspective Catrina Craft brings as the CPA and tax strategist behind some of the most profitable coaches, consultants, and creators in the industry. After climbing out of $100K in debt and losing 80% of her income overnight, she rebuilt her business by using the same advanced tax strategies and wealth-building tactics that the top 2% of the wealthiest rely on to protect and multiply their money. Now, she teaches her clients to do the same. Through her Craft Money MapTM system, she helps high-earning entrepreneurs cut taxes by 25% and boost profits by 20% — strategies most accountants won't even talk about. On the mic, Catrina pulls back the curtain on what the ultra-wealthy know: how proactive tax strategy lets you keep more, grow faster, and build real wealth. Listeners walk away with practical insights on entity structuring, overlooked deductions, and income planning that scales. Connect With Catrina: Website: https://www.catrinamcraft.com/ Instagram: https://www.instagram.com/catrinamcraft/ Facebook: https://www.facebook.com/catrinamcraft1/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Most owners work hard for money—few learn to make the tax code work hard for them. In this episode of Sharkpreneur, Seth Greene interviews Catrina M. Craft, a tax strategist and accountant who's advised business owners and previously learned elite tax strategy working with the wealthiest 2% of Americans. Creator of the CRAFT Money Map framework, Catrina specializes in turning reactive “tax season” chaos into proactive, year-round wealth strategy. She breaks down the KPIs that actually drive profitability, the entity and election decisions that matter, and timely plays like bonus depreciation, §179, and QBI that can free up cash to grow. Key Takeaways: → Proactive vs. reactive taxes: what changes when strategy starts before year-end. → The five KPIs that matter: cash flow, profitability, A/R & A/P, LTV, and CAC—plus how to dashboard them. → The C.R.A.F.T. Money Map: Cash flow, Retirement, Asset management/protection, Financial freedom, and Tax strategies. → Entity structure ≠ paperwork: why LLC + the right tax election (S/C/partnership/sole prop) can swing your tax outcome. → When to hire a strategist: startup consults to avoid missteps; quarterly at ~$50k profit; monthly at ~$100k+. Catrina M. Craft, CPA, CEO & Founder of Craft More Cash. "The tax code isn't fair — but that's your opportunity as a business owner.” This is the perspective Catrina Craft brings as the CPA and tax strategist behind some of the most profitable coaches, consultants, and creators in the industry. After climbing out of $100K in debt and losing 80% of her income overnight, she rebuilt her business by using the same advanced tax strategies and wealth-building tactics that the top 2% of the wealthiest rely on to protect and multiply their money. Now, she teaches her clients to do the same. Through her Craft Money MapTM system, she helps high-earning entrepreneurs cut taxes by 25% and boost profits by 20% — strategies most accountants won't even talk about. On the mic, Catrina pulls back the curtain on what the ultra-wealthy know: how proactive tax strategy lets you keep more, grow faster, and build real wealth. Listeners walk away with practical insights on entity structuring, overlooked deductions, and income planning that scales. Connect With Catrina: Website: https://www.catrinamcraft.com/ Instagram: https://www.instagram.com/catrinamcraft/ Facebook: https://www.facebook.com/catrinamcraft1/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Most practices are busy—but busy doesn't always mean profitable. In this episode of Sharkpreneur, Seth Greene interviews Terri Ross, Founder of Terri Ross Consulting & Co-Founder of Aesthetic Success, who is one of the leading voices in the medical aesthetics industry. With nearly two decades of experience, she has advised top practices, trained thousands of providers, and been featured as a speaker at Johns Hopkins, international conferences, and in multiple publications. In this conversation, Terri shares her proven seven-pillar revenue optimization system, insights on KPIs that drive millions in growth, and strategies to help practices thrive in competitive markets. Key Takeaways: → Why being busy doesn't guarantee profitability. → The seven-pillar framework for revenue optimization. → Common mistakes most practice owners make—and how to avoid them. → The KPIs that matter most in the first 3–6 months. → How pricing and compensation strategies impact profitability. Terri Ross, founder of Terri Ross Consulting, is a globally recognized expert in practice management and high-performance sales coaching, with a specialization in medical aesthetics. She has helped practices and Fortune 500 companies achieve over $2.5M in annual revenue growth. Industry leaders like Galderma, Skinbetter, and Merz Canada rely on her expertise for training sales teams and delivering keynote presentations at top aesthetic conferences. As the founder of Terri Ross Consulting, she later launched the APX Platform, merging with a patient education firm in 2023 to form a cutting-edge performance system. With a background in sales leadership roles with Fortune 500 medical device companies, Terri consistently ranked in the top 10% nationally. Terri hosts the "In Touch with Terri" podcast and co-founded Aesthetic Success, a quarterly summit series designed to master business strategy in aesthetics. Connect With Terri Ross: Website: https://terrirossconsulting.com/ Instagram: https://www.instagram.com/terrirossconsulting/ LinkedIn: https://www.linkedin.com/in/terriross/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Most practices are busy—but busy doesn't always mean profitable. In this episode of Sharkpreneur, Seth Greene interviews Terri Ross, Founder of Terri Ross Consulting & Co-Founder of Aesthetic Success, who is one of the leading voices in the medical aesthetics industry. With nearly two decades of experience, she has advised top practices, trained thousands of providers, and been featured as a speaker at Johns Hopkins, international conferences, and in multiple publications. In this conversation, Terri shares her proven seven-pillar revenue optimization system, insights on KPIs that drive millions in growth, and strategies to help practices thrive in competitive markets. Key Takeaways: → Why being busy doesn't guarantee profitability. → The seven-pillar framework for revenue optimization. → Common mistakes most practice owners make—and how to avoid them. → The KPIs that matter most in the first 3–6 months. → How pricing and compensation strategies impact profitability. Terri Ross, founder of Terri Ross Consulting, is a globally recognized expert in practice management and high-performance sales coaching, with a specialization in medical aesthetics. She has helped practices and Fortune 500 companies achieve over $2.5M in annual revenue growth. Industry leaders like Galderma, Skinbetter, and Merz Canada rely on her expertise for training sales teams and delivering keynote presentations at top aesthetic conferences. As the founder of Terri Ross Consulting, she later launched the APX Platform, merging with a patient education firm in 2023 to form a cutting-edge performance system. With a background in sales leadership roles with Fortune 500 medical device companies, Terri consistently ranked in the top 10% nationally. Terri hosts the "In Touch with Terri" podcast and co-founded Aesthetic Success, a quarterly summit series designed to master business strategy in aesthetics. Connect With Terri Ross: Website: https://terrirossconsulting.com/ Instagram: https://www.instagram.com/terrirossconsulting/ LinkedIn: https://www.linkedin.com/in/terriross/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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