Financial advisors can have decades of expertise, but if prospects do not recognize that expertise, it may never translate into trust, differentiation, or new business. In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Michael Giannulis, Founder of Dictate, who shares how experts can turn the knowledge…
What if the stories you tell about your past are quietly shaping your relationships, leadership, business, and future? In this episode of Sharkpreneur, Seth Greene interviews Amanda Johnson, Co-Founder and CEO of Saved By Story Publishing, who shares how storytelling helps people recognize the narratives that shape their identities, choices,…
What happens when you achieve the money, cars, and freedom you wanted, yet still feel something important is missing? In this episode of Sharkpreneur, Seth Greene interviews Daniel Krynzel, Founder of The Big Balls Brotherhood, who shares how achieving financial success without personal fulfillment inspired him to create the Big…
The biggest tax-saving opportunities often disappear long before your return is due. In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Jake Birnberg, Chief Tax Strategist of Deduction Detectives, Inc., who shares why proactive tax planning can be especially important for business owners, property sellers, retirees, and…
For businesses in fast-changing industries, the right CPA can be more than a tax preparer—they can become an essential part of the team. Zachary Gordon, CPA, founder of Red Five Services, brings experience across public accounting, private equity, startups, and highly regulated industries including cannabis and technology. In this episode,…
What if the reason your health plan keeps failing is not a lack of discipline but a strategy never designed for your body? In this episode of Sharkpreneur, Seth Greene interviews Angelo Poli, Founder of MetPro and Author of MetPro: The Science to Transform, who explains why generic diets and…
The right six words can do more for your brand than 60,000 forgettable words. In this episode of Sharkpreneur, Kevin Harrington and Seth Greene interview Bill Schley, CEO and Founder of The Brand Titans USP Master Programs, who explains how microscripts help businesses communicate their unique value in a sentence…
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…
You do not need a massive PR budget to earn meaningful media coverage, but you do need to give journalists the right response at the right time. In this episode of Sharkpreneur, Seth Greene interviews Dan Simon, CEO and Co-Founder of Qwoted, who explains how Qwoted connects journalists, podcast producers,…
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…
What if every webinar registrant received a personalized call at the exact right moment without adding another salesperson to your team? In this episode of Sharkpreneur, Seth Greene interviews Sam Chang, Founder and CEO of VTM Group, who shares how his journey from door-to-door sales and virtual staffing led him…
Your professional expertise could become a scalable asset that generates revenue without requiring more hours from you. In this episode of Sharkpreneur, Seth Greene interviews Justin Montgomery, Founder of The Elite Nurse Practitioner, who shares how he went from working as a nurse practitioner to building cash-based medical practices and…
What if the fastest path to business ownership is not building from scratch, but choosing the right proven system? In this episode of Sharkpreneur, Seth Greene interviews Adam Goldman, Franchise Consultant, who explains how franchise ownership can give aspiring entrepreneurs a proven system, greater agency, and a path out of…
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…
AI can write faster, but the real breakthrough occurs when it understands the strategy behind the words. In this episode of Sharkpreneur, Seth Greene interviews Jon Benson, Copywriter, Entrepreneur, and AI Pioneer, who shares how his direct-response copywriting evolved into building an AI platform for long-form sales copy. He explains…
Success grows stronger when faith, health, relationships, business, and finances are all moving in the same direction. In this episode of Sharkpreneur, Seth Greene interviews Ken Joslin, Founder and CEO of Grow Stack Drive, who shares his journey from youth ministry and church planting to real estate, entrepreneurship, and coaching…
Financial advisors can deepen client relationships by turning tax preparation into an integrated source of insight, strategy, and year-round value. In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Richard Lavina, Co-Founder and CEO of Taxfyle, who shares how his experience as a CPA inspired him…
Pets are part of everyday life for millions of renters, but managing them fairly and consistently has become one of the biggest challenges in rental housing. In this episode of Sharkpreneur, Seth Greene interviews John R. Bradford III, Founder and CEO of PetScreening, who explains how his property management experience…
A tiny molecule produced inside your body may play a major role in how well you circulate blood, manage inflammation, exercise, and age. In this episode of Sharkpreneur, Seth Greene interviews Nathan S. Bryan, Ph.D., Founder, Chairman, and CEO of Bryan Therapeutics, Inc., who explains nitric oxide’s role in blood-vessel…
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®, Vice President of buyAUM.com, who explains how his company acts…
More leads and more sales calls will not fix a revenue engine that cannot pinpoint where performance is breaking down. In this episode of Sharkpreneur, Seth Greene interviews Josh Troy, CEO of The WFS Group, who explains how companies can diagnose whether stalled growth comes from people, systems, sales management,…
Your business can be busier than ever, bringing in more revenue, yet still leave you wondering where all the cash went. In this episode of Sharkpreneur, Seth Greene interviews Diane Gardner, Profit and Tax Coach, who explains why many owners face a profit problem rather than a revenue problem and…
Finance affects everyone, but the companies that explain it clearly are the ones most likely to earn trust, change behavior, and stand out. In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Dan Simon, Chairman of Vested and CEO and Co-Founder of Qwoted who discusses the…
Building a successful business takes more than hard work; it takes the right systems, mentors, leadership, and a mission bigger than yourself. In this episode of Sharkpreneur, Seth Greene interviews Digna Deleon-Morris, Co-Founder of Nationwide Financial Firm, who shares her journey from arriving in the United States at 17 and…