From Distressed Assets to Stable Returns: The Saint Investment Group Approach – The RIA Podcast with Seth Greene Episode 155 Nic DeAngelo Nic DeAngelo, known as the "Fixed Income GOAT" in real estate circles, boasts a portfolio exceeding $206 million. He blends economic foresight with real estate prowess, offering captivating…
The Insider’s Guide to Acquiring a Business – The Sharkpreneur podcast with Seth Greene Episode 1047 Richard Parker Richard Parker has been helping people achieve their dreams of owning a business for over 30 years. His ‘How To Buy A Good Business At A Great Price’ program has sold over…
Innovating Agriculture and Sports – The Sharkpreneur podcast with Seth Greene Episode 1046 Dan Lazar Dan Lazar is renowned as the founder of Tennis Hero (2015, exited in 2019), Covers Hero (2016, exited in 2020), and HeroX (2020). His entrepreneurial journey includes notable achievements such as securing his first round…
Focusing on the Five F’s: A Holistic Approach to Financial Planning – The RIA Podcast with Seth Greene Episode 154 Curtis Stowers Curtis Stowers is a CERTIFIED FINANCIAL PLANNER™. He is a graduate from the University of Illinois where he earned a BS, MS and PhD in Industrial Engineering. He’s…
Specializing for Success: Finding a Niche in Legal and Home Services – The Sharkpreneur podcast with Seth Greene Episode 1045 Ivan Vislavskiy Ivan Vislavskiy is the co-founder of Comrade Digital Marketing Agency, a renowned firm recognized by INC5000. With offices in Chicago, Miami, and Austin, Ivan leads the agency with…
Building a Million-Dollar Business: The Power of Systems and Delegation – The Sharkpreneur podcast with Seth Greene Episode 1044 Mike Abramowitz Mike Abramowitz has 20 years in direct sales, training over 5,000 reps, and generating $19M in product sales. He's the author of 9 self-help books and founder of a…
From Hollywood to RIAs – The RIA Podcast with Seth Greene Episode 153 Jeff Bartsch Jeff Bartsch is the founding communication and thought leadership coach at Story Greenlight. With over 20 years of experience in the entertainment industry and client coaching, Jeff has helped shape content for clients including ABC,…
https://www.yourdream50.com/ria-training Welcome to MythBusters Registered Investment Advisor Edition. Here we tackle the tall tales of industry folklore MythBusters, registered Investment Advisor edition. Remember to share and subscribe for more financial services marketing insights, and drop your questions in the comments below. Hi, I'm Seth Greene, and today we'll be busting…
https://www.yourdream50.com/ria-training Welcome to MythBusters Registered Investment Advisor Edition. Here we tackle the tall tales of industry folklore MythBusters, registered Investment Advisor edition. Remember to share and subscribe for more financial services marketing insights, and drop your questions in the comments below. Welcome back. Hopefully you saw the first two videos…
https://www.yourdream50.com/ria-training Welcome to MythBusters Registered Investment Advisor Edition. Here we tackle the tall tales of industry folklore MythBusters, registered Investment Advisor edition. Remember to share and subscribe for more financial services marketing insights, and drop your questions in the comments below. Welcome back. Hopefully you've had a chance to see…
The Key to Building Long-Term Partnerships in Business – The Sharkpreneur podcast with Seth Greene Episode 1043 Jeff Tomlin Jeff Tomlin is the Co-founder and CMO of VendAsta Technologies Inc. At Vendasta, our core purpose is to drive local economies by democratizing technology for small and medium-sized businesses, or SMBs.…
Navigating the World of Private Credit – The Sharkpreneur podcast with Seth Greene Episode 1042 Joe Camberato Joe Camberato is the CEO and founder of National Business Capital, a Specialty Finance Group. Through an easy-to-use online platform and an experienced team, National Business Capital helps entrepreneurs access competitive business financing…
The Power of Zero: How to Get Your Clients to the 0% Tax Bracket – The RIA Podcast with Seth Greene Episode 152 David McKnight David McKnight graduated from Brigham Young University with Honors in 1997. Over the past 20 years David has helped put thousands of Americans on the…
The Evolution of Virtual CFO Services – The Sharkpreneur podcast with Seth Greene Episode 1041 Jody Grunden Jody Grunden is an accounting visionary with over 20 years of experience. He has helped pioneer innovative changes within the industry, including the introduction of the first subscription-based billing method employed by an…
Building Brands and Thinking Big – The Sharkpreneur podcast with Seth Greene Episode 1040 Brice Holmes Brice Holmes is a serial entrepreneur, investor, and founder and CEO of Invata Global Capital, a venture capital and private equity firm headquartered in Phoenix, AZ. Since 2013, Brice has invested in 2023 multifamily…
The Art of Technical Trading – The RIA Podcast with Seth Greene Episode 151 Chris Vermeulen Chris Vermeulen is a financial expert who challenges conventional investing wisdom and believes that investors should only own rising assets. With over 25 years of experience, Chris shares an alternative investment style called Asset…
Supplement Millionaire: The Power of Profitable Partnerships – The Sharkpreneur podcast with Seth Greene Episode 1038 Cody Bramlett Cody Bramlett is not your typical entrepreneur. With a background in personal training and a knack for creating engaging YouTube videos, Cody stumbled into the world of supplement offers. Despite lacking formal…
E-Commerce Exits: How Amazon Sellers Create Life-Changing Events – The Sharkpreneur podcast with Seth Greene Episode 1039 Neil Twa Neil Twa is the CEO / Co-Founder of Voltage Holdings, a company specializing in launching, consulting, selling and acquiring brands with a focus on the e-commerce channels such as Amazon FBA…
The Less You Know, The More They Make: A Guide to Financial Freedom – The RIA Podcast with Seth Greene Episode 150 Chris Quintana Based in Georgia and Florida, Chris Quintana is a financial strategist and estate planner renowned for her innovative financial planning and alternative investment strategies. With a…
Achieving Success Through Automation Preston Brown, PrestonBrown.com – The Sharkpreneur podcast with Seth Greene Episode 1037 Preston Brown Preston Brown is not your average entrepreneur, Preston is a force to be reckoned with in the business world. He’s a sought-after speaker, a true visionary, and a master of business automation.…
Rigging the Game: Financial Certainty for Entrepreneurs Dan Nicholson, Nth Degree CPAs – The Sharkpreneur podcast with Seth Greene Episode 1036 Dan Nicholson A serial entrepreneur since birth, Dan Nicholson is the author of “Rigging the Game: How to Achieve Financial Certainty, Navigate Risk and Make Money on Your Own…
Empowering Women in Finance – The RIA Podcast with Seth Greene Episode 149 Holly Mazzocca Bartlett President, Wealth Advisor, and Principal Holly Mazzocca serves as a guiding force for the company, the families and individuals she counsels, and the community she serves. As president, Holly guides the firm by establishing…
From Equity Analyst to Personal CFO – The RIA Podcast with Seth Greene Episode 147 Jon Ekoniak Jon Ekoniak’s professional career blends across a range of investment and financial experience. He understands firsthand the financial challenges and opportunities that executives face and is very astute at helping to simplify complex…
UpSellit Conversion Secrets Revealed Josh Model, Upsellit – The Sharkpreneur Podcast with Kevin Harrington and Seth Greene Episode 1035 Josh Model Josh Model is the Director of Business Development and Enablement at Upsellit and has 15 years of experience leading high-performance business development and sales teams. He has spent 10…