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…
Solving Amazon Seller Woes: The Riverbend Consulting Story Lesley Hensell, Riverbend Consulting – The Sharkpreneur podcast with Seth Greene Episode 1034 Lesley Hensell Lesley Hensell is co-founder of Riverbend Consulting, whose 85+employees solve problems fore-commerce sellers. Lesley over sees Riverbend’s service team, and she has personally helped hundreds of sellers…
Unlocking Precious Metals Secrets – The RIA Podcast with Seth Greene Episode 148 Dana Samuelson Dana Samuelson is the President of American Gold Exchange and has 43 years in the industry. He enjoys an impeccable national reputation for honesty and integrity with his peers and his clients. He has flawlessly…
Demystifying Virtual Assistants Barbara Turley, The Virtual Hub – The Sharkpreneur podcast with Seth Greene Episode 1033 Barbara Turley Barbara Turley’s mission is to eradicate business overwhelm and remove the friction that stunts growth by helping clients to optimize their operations using offshore teams of virtual assistants, clever automations and…
Entrepreneurial Success Through Strategic Business Diversification Mike Merrigan and Bo Kort, Kort Industries – The Sharkpreneur podcast with Seth Greene Episode 1032 Mike Merrigan and Bo Kort After being best friends for 25 years, Mike Merrigan and Bo Kort started doing business together in 2015. They started purchasing buildings together…
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…
Revolutionizing Charitable Giving with Wishes.Inc Chase Harmer, Wishes.Inc – The Sharkpreneur podcast with Seth Greene Episode 1031 Chase Harmer Chase Harmer has spent 26+ years as a payments entrepreneur and was one of the pioneers of virtual credit card technology. After building several companies and creating 7 patents since 2013,…
40 Laws of Spiritual Leadership Daniel Aaron, The Art of Vibrant Living – The Sharkpreneur podcast with Seth Greene Episode 1030 Daniel Aaron Daniel Aaron is an inspirational author, coach, and transformational entertainer. As a visionary leader directing The Art of Vibrant Living, a globally acclaimed company dedicated to entertainment,…
GYL Financial Synergies: A Teamwork and Giving Back Approach – The RIA Podcast with Seth Greene Episode 146 Gerry Goldberg As CEO and Co-Founder of GYL Financial Synergies, Gerry Goldberg provides the vision required to move the firm forward, and the leadership necessary to deliver on GYL’s core promise: to…
Attracting A-Players: Hiring Secrets Revealed Kolby Goodman, BestFirstNow – The Sharkpreneur podcast with Seth Greene Episode 1029 Kolby Goodman Kolby Goodman is the founder of the consulting and training firm, BestFirstNow, and has been successfully providing programs in strategic hiring, employee engagement, and retention for over 10 years. Kolby partners…
Let Your Business Burn Scott Beebe, MyBusinessOnPurpose.com – The Sharkpreneur podcast with Seth Greene Episode 1028 Scott Beebe Scott Beebe is a Certified Exit Planning Advisor (CEPA), founder of MyBusinessOnPurpose.com and author of Let Your Business Burn: Stop Putting Out Fires, Discover Purpose, And Build A Business That Matters. Scott…
Integrated Wealth Management with Family CFO Approach – The RIA Podcast with Seth Greene Episode 145 Aaron White Aaron White is a Principal at Adero with over 17 years of experience in pre-liquidity planning, wealth transfer, private investments, and tax strategy. As Adero’s Chief Growth Officer, Aaron focuses on business…
Creekmur Wealth Advisors – The RIA Podcast with Seth Greene Episode 134 John Creekmur John Creekmur is the founder and president of Creekmur Wealth Advisors. He is highly motivated by helping people make great decisions so they can live incredible lives and ultimately experience True Wealth. John enjoys educating people…