From Creative Writing to Corporate Content Jacequline Lisk, JRLisk.com – The Sharkpreneur podcast with Seth Greene Episode 1016 Jacqueline Lisk Jacqueline Lisk is a writer and marketing strategist with 15 years of experience helping brands create and execute sustainable content marketing programs. She has led projects for big brands, start-ups,…
Building a Billion-Dollar Private Credit Firm – The RIA Podcast with Karl McKinnie Episode 139 Ken Kencel Ken Kencel serves as President and CEO of Churchill Asset Management, an affiliate of Nuveen, the asset management arm of TIAA, a Fortune 500 financial services company. He also serves as Chairman of…
Sales Strategies for Sustainable Revenue Growth Tom Daly, Sales Xceleration – The Sharkpreneur podcast with Karl McKinnie Episode 1015 Tom Daly Tom Daly is an accomplished sales leader within Sales Xceleration with a history of delivering top revenue results for organizations spanning multiple industries. Listen to this informative Sharkpreneur episode…
Breaking Bad Marketing Habits Erik Wolf, estound – The Sharkpreneur podcast with Karl McKinnie Episode 1014 Erik Wolf Erik Wolf is a co-author (and a dedicated practitioner) of Unified Marketing System™: A Step-By-Step Guide for Planning Profitable Growth and the founder/CEO of the award-winning marketing agency estound. Along with his…
The Journey to Fee-Only Financial Success – The RIA Podcast with Seth Greene Episode 138 Derrick Johnson Derrick Johnson brings over 30 years of experience as a financial advisor. He started his career as a sophomore in college working as a registered representative for a major financial services firm. After…
https://www.yourdream50.com/ria-training Learn More. If don’t want to be solely responsible for growing your Registered Investment Advisory firm anymore, you want to get 50 professional COIs to help grow it every week. Literally, get an unpaid sales force out actively promoting your practice to the perfect clients… then you’ll want to…
https://www.yourdream50.com/ria-training Learn more. If your registered investment advisor firm is struggling to get professional referrals and can't figure out why, your strategies may be out of date so stay tuned and I’ll open your eyes to a much better way. In this video, I am going to show Registered Investment…
https://www.yourdream50.com/ria-training learn more - Growing your RIA is hard, don’t do it yourself! If you are ready to experience Market Domination you'll want to see this. In this video, I am going to show Registered Investment Advisory firms: How to get consistent referrals from CPAs and attorneys. How to have…
Airbnb Arbitrage Unveiled Quentin West, The Cozy Cosmo – The Sharkpreneur podcast with Seth Greene Episode 1013 Quentin West Quentin West is a Real Estate Investor, Short Term Rental Coach, and Serial Entrepreneur. He started his career as a full-time real estate agent, taking a gamble on himself and quitting…
Maximizing Success in Consumer Products Chris Shipferling, GW Partners – The Sharkpreneur podcast with Karl McKinnie Episode 1012 Chris Shipferling Chris Shipferling is an experienced executive with over 20 years of experience in the consumer products industry. Throughout his career, he has served as a sales and marketing executive from…
The Tax Game Strategy: Putting More Money in Your Pocket – The RIA Podcast with Seth Greene Episode 137 Jeff Hockett Jeff Hockett is the Owner of Hockett Tax and has been doing taxes since 1993. As an EA, Jeff has helped clients save money on taxes, negotiate offers in…
From Illegal Basement Unit to Real Estate Empire Brian Grimes, 24/7 Cash Flow University – The Sharkpreneur podcast with Seth Greene Episode 1011 Brian Grimes 24/7 Cash Flow University was founded by Brian K. Grimes, Jr. to teach students how to create passive income and escape their 9-5 desk job.…
Disrupting the Green Industry Bryan Clayton, GreenPal – The Sharkpreneur podcast with Karl McKinnie Episode 1010 Bryan Clayton Bryan Clayton is the Co-Founder and CEO of GreenPal, an online marketplace that connects homeowners with local lawn care professionals. GreenPal has been called the “Uber for lawn care” by Entrepreneur magazine…
From Panic to Profit – The RIA Podcast with Seth Greene Episode 136 Brooke Lively When entrepreneurs find themselves hitting a wall in their business, they come to Brooke Lively, Cathcap's Founder and CEO. Brooke has always been a catalyst for accelerated profits - her actionable advice has helped businesses…
Creating Impact Letters: Unlocking the True Potential of Email Marketing Zachary Radford, Direct Response Secrets – The Sharkpreneur podcast with Seth Greene Episode 1009 Zachary Radford Zachary J. Radford, founder of Direct Response Secrets, and he’s here to guide you through a transformative advertising journey. With his direct response framework,…
From Wine Enthusiast to Whiskey Maestro Joshua Thinnes, Subtle Spirits – The Sharkpreneur podcast with Seth Greene Episode 1008 Joshua Thinnes A musician at heart, Joshua Thinnes founded Subtle Spirits as a way to get back in touch with his desire to create. He spent 11 years as a buyer…
EOS for RIAs – The RIA Podcast with Seth Greene Episode 135 Jamie Cornehlsen Jamie Cornehlsen started his first company in grade school during the oil embargo in 1979. No Starbucks existed, so he and two friends sold coffee and donuts to people who were sitting in their cars, in…
Navigating the Legal Landscape of E-Commerce Paul Rafelson, Rafelson Law – The Sharkpreneur podcast with Seth Greene Episode 1007 Paul Rafelson Paul Rafelson was the most-cited resource in the Congressional Antitrust Investigation into Amazon's mistreatment of sellers on the platform. He is the Founding Lawyer at Rafelson Law, the #1…
Creekmur Wealth Management – 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…
Cracking the Code of Brand Science Ethan Decker, Applied Brand Science – The Sharkpreneur podcast with Karl McKinnie Episode 1006 Ethan Decker Ethan Decker is a scientist by training and a marketer by trade. After 20 years in advertising, he now travels the world teaching marketing leaders and their teams…
Overcoming Adversity and Achieving Financial Freedom Rod Khleif, RodKhleif.com – The Sharkpreneur podcast with Karl McKinnie Episode 1005 Rod Khleif Rod Khleif is a multiple business owner and philanthropist who is passionate about business, high performance, real estate and giving back. As one of the country's top real estate and…
The Art of Fee-Only Financial Advising – The RIA Podcast with Karl McKinnie Episode 133 Ed Mahaffy Ed Mahaffy founded ClientFirst Wealth Management, LLC. in 2007 after more than 23 years in the wealth management industry. Prior to launching ClientFirst, he spent 6 years as a portfolio manager and independent…
Building Passive Wealth Using Innovative Real Estate Investments – The RIA Podcast with Karl McKinnie Episode 132 Mustafa Ladha With a firm foundation in the real estate realm and a commitment to ethical investing, Mustafa Ladha stands out as a distinguished Real Estate Fund Manager, emphasizing investing in ground-up construction…
David Hamra is a principal and founder of Gordian Advisors, LLC, a fee-only financial planning firm. After earning his BA in Economics, magna cum laude, from Washington & Lee University, Dave spent several years in retail bank management. He earned his Master’s degree in Business Administration from Harvard University’s Graduate…