Secrets to Win Big Arjun Sen, ZenMango – The Sharkpreneur podcast with Seth Greene Episode 503 Arjun Sen Arjun Sen is a former Fortune 500 executive. At Papa John’s, he led the 3,000-restaurant chain to 4-years of record growth. He is an acclaimed Brand Whisperer and one of the top growth drivers in the Brand and Customer Experience space. He is a celebrated author of the book Customer Karma and a highly sought-after international keynote speaker. His groundbreaking podcast series Secrets to Win Big® has a rapidly growing global following. As founder & CEO of ZenMango, Arjun Sen takes every-day-normal and puts brands big and small on the path to Win Big. ZenMango’s big impact for major Restaurant, Service, Retail, Non-Profit, and Sports brands worldwide, both in the B2C and B2B2C space, made Blaine Hurst, Former President and CEO of Panera Bread, call Arjun, “One of the most ‘marketing-Intelligent’ minds in the business today. He is the 'GO-TO GUY' who makes things happen in the business world.” Listen to this informative Sharkpreneur episode with Arjun Sen about secrets to win big. Here are some of the beneficial topics covered on this week’s show: ●    How no business can survive if their customers feel small. ●    Why businesses should act small but still be very passionate. ●    How there is disconnect between what people do in life and business. ●    How customer karma is all about doing the right thing for clients. ●    Why we need to be human, think human, feel human, and act human. Connect with Arjun: Guest Contact Info Facebook facebook.com/zenmango LinkedIn Linkedin.com/in/zenmangoarjunsen Links Mentioned: zenmango.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Growing Your RIA with a Podcast Matt Halloran, – The Sharkpreneur podcast with Seth Greene Episode 502 Matt Halloran Matt Halloran has been leading the social wave in financial services for years, teaching top advisors how to be human in an industry that could use a more personal touch. He has studied the way people communicate for over 20 years, has been featured in The Wall Street Journal as an expert in digital communication, and is also an author. Matt wrote “The Social Media Handbook for Financial Advisors” and “The 99 Best Ideas for Financial Service Professionals to Use in Their Practices,” which ranked #1 in Amazon’s business and marketing categories. A former business and life coach to top advisors, Matt has helped advisors understand how to create trust and build rapport before they’ve ever met a prospect or center of influence. He has not combined his extensive knowledge and expertise in busines and coaching with one of his passions: podcasting. Matt is the host of Top Advisor Marking Podcast, where he shares marketing strategies that are tailored for advisors and connects with top industry leaders. Listen to this informative Sharkpreneur episode with Matt Halloran about using podcasts to grow your RIA. Here are some of the beneficial topics covered on this week’s show: ●    How there are still so few people who do financial services and podcasting. ●    Why podcasts can help differentiate people from others holding webinars. ●    How turning people into fans with a podcast leads to more potential clients. ●    Why financial advisors should have podcasts because of their popularity. ●    How financial services podcasts should have a 25% percent call to action. Connect with Matt: Guest Contact Info Twitter @TopAdvisorM LinkedIn linkedin.com/in/matthallorantam Links Mentioned: topadvisormarketing.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Brining an Immigrant Work Ethic to Big Brand Digital Marketing Jose Quiorz, Digital Caliente – The Sharkpreneur podcast with Kevin Harrington and Seth Greene Episode 501 Jose Quiorz Jose Quiroz is a digital leader; a digital sales system designer who helps large companies make a big impact to their bottom line while providing a sense of relief to C-Suite Executives and Business Owners who aren't versed in digital. You focus on the big picture and Jose's team focuses on the intimacy between brand and consumer and how to leverage digital to build on those relationships. In the past year Jose and the team have helped retailers generate 203% more revenue online and add millions in new digital revenue.   Listen to this illuminating Sharkpreneur episode with Jose Quiorz about bringing an immigrant work ethic to big brand digital marketing. Here are some of the beneficial topics covered on this week’s show: ●    How B2B or B2C sales both require a certain level of humanity. ●    Why people need to define who they sell to for digital marketing. ●    How the digital services industry will always continue to grow. ●    Why digital services can be used for big and small businesses. ●    How to build relationships with some of the largest brands. Connect with Jose: Guest Contact Info Instagram @jayquiroz Facebook facebook.com/jayquirozdigital LinkedIn linkedin.com/in/jay-quiroz Links Mentioned: jayquiorz.com digitalcaliente.com Learn more about your ad choices. Visit megaphone.fm/adchoices

How Concierge Service Leads to Success Ali Hashemian, Kinetic Financial – The Sharkpreneur podcast with Seth Greene Episode 500 Ali Hashemian Ali Hashemian is a Certified Financial Planner professional, a Chartered Financial Consultant. He holds a master’s in business administration from the University of San Diego. He is the bestselling author of OVERTAXED: Six Powerful Tax-Free Investment Strategies — and How to Use Them to Lower Taxes. The book became a bestseller in less than 24 hours due to its simple, easy-to-understand framework to creating a tax-free investment plan. As the President of Kinetic Financial, Ali Hashemian works with individuals, families, and corporations in developing and implementing detailed strategies for financial plans, taxes, retirement plans, asset protection, and estate plans. Along with a high level of expertise and progressive strategic planning, Ali works diligently to create lasting relationships with the people he interacts with on both a personal and professional level. He has been featured a subject matter expert on most major media outlets such as CNN, FOX, ABC, Forbes, Investor’s Business Daily, and many more. Listen to this informative Sharkpreneur episode with Ali Hashemian about standing out in financial planning. Here are some of the beneficial topics covered on this week’s show: ●    How high net worth clients are looking for holistic financial advisors. ●    Why financial advisors need a team to make a comprehensive plan. ●    How financial advisors can access some things people can’t access on their own. ●    Why financial advisory requires a human touch to scale a practice. ●    Why you should touch your clients at least once a quarter. Connect with Ali: Guest Contact Info Twitter @kinfinancial Facebook facebook.com/kineticfinancial LinkedIn linkedin.com/company/kinetic-financial Links Mentioned: Learn more about your ad choices. Visit megaphone.fm/adchoices

Reinventing Corporate Gifting Chelsea Martin, Noms Bake Shop – The Sharkpreneur podcast with Seth Greene Episode 499 Chelsea Martin Chelsea Martin is the Co-Owner of Noms Bake Shop, the industry expert in the art of convenient corporate gifting that leaves a lasting impression. In the noisy world of gift-giving, Noms Bake Shop makes you the hero, providing a solution to gifting by cutting through the clutter and delivering a premium twist on traditional baked goods in a highly personalized way that’s easy to order. Chelsea and the Noms team specialize in making sure you and your company make a lasting impression on past, current, and future clients with premium customizable packaging and delicious cookies that will actually be enjoyed. Chelsea lives in Scottsdale, Arizona with her husband Trevor and their two dogs. Prior to founding Noms, she attended Arizona State University and University of Southern California. Chelsea has extensive experience in marketing and real estate and is passionate about helping companies impress, retain, and grow their customers and client base. Listen to this informative Sharkpreneur episode with Chelsea Martin about reinventing corporate giving. Here are some of the beneficial topics covered on this week’s show: ● How business owners don’t have the time to pick out personalized gifts. ● Why customized gift boxes work better than generic gift baskets. ● How people will keep the wooden boxes they received their gifts in. ● How you can use personalized gift boxes to get people’s attention. ● Why people can’t deny personalized gifts that are right in front of them. Connect with Chelsea: Guest Contact Info Twitter @getnoms Instagram @getnoms Facebook facebook.com/nomastebakingco LinkedIn linkedin.com/in/chelsea-martin-88005512 Links Mentioned: getnoms.com Learn more about your ad choices. Visit megaphone.fm/adchoices

498: Small Business Law & Wine? Elizabeth Hill, Legit Endeavors – The Sharkpreneur podcast with Seth Greene Episode 498 Elizabeth Hill Elizabeth Hill is an entrepreneur, attorney, former counselor, and mother of four. In addition, Elizabeth recently launched the Legit Endeavors Podcast, focused on small business and entrepreneurs seeking to start or grow their business. Elizabeth is passionate about helping other entrepreneurs and small business owners level up their business by making sure it is legit in every way. The Legit Endeavors Podcast focuses on small business strategies, as well as making sure that the common legal pitfalls are addressed and avoided.   In addition to recently launching Legit Endeavors, Elizabeth owns her own solo practitioner law firm, as well as a winery, bistro and vineyard, Burklee Hill Vineyards. Elizabeth enjoys public speaking on various matters, including small business and entrepreneurial issues, women's empowerment, and wine. She tackled law school as a non-traditional student after finding herself as a single mom with three young children. Elizabeth enjoys being involved in her local community and spending time with family. Listen to this informative Sharkpreneur episode with Elizabeth Hill about small business law. Here are some of the beneficial topics covered on this week’s show: ●    Why small businesses need to make sure they are protected from liability. ●    How people need to separate the business assets from their personal assets. ●    Why business owners have to define the roles each person is supposed to play. ●    How company agreements allow people to navigate through uncertain times.  ●    Why we need to connect with each other and put community over competition. Connect with Elizabeth: Guest Contact Info Instagram @elizabeth_g_hill Links Mentioned: legitendeavors.com Learn more about your ad choices. Visit megaphone.fm/adchoices

What Are You Made Of? Mike “C-Roc” Ciorrocco, People Building, Inc. – The Sharkpreneur podcast with Seth Greene Episode 497 Mike “C-Roc” Ciorrocco Mike “C-Roc” Ciorrocco is the CEO of People Building, Inc. He is a performance coach, author, dynamic public speaker, visionary, and thought leader. He has been featured by Yahoo! Finance as one of the Top Business Leaders to Follow in 2020 and is on a mission to build people. At his core, he’s obsessed with success and helping others achieve greatness. C-Roc is a guy who had a fire lit in him at an early age. That fire has led him to inspire others to see the greatness inside of themselves using past life events to fuel their fire.  Listen to this informative Sharkpreneur episode with C-Roc about starting the “What Are You Made of Movement.” Here are some of the beneficial topics covered on this week’s show: ●    How business owners have to be role models to their teams. ●    Why sharing your story can inspires millions of people take action. ●    How sharing your story lets people know what you’re made of. ●    Why you should turn setbacks and negativity into fuel for your future. ●    How a company that makes money can crumble with a lack of culture. Connect with C-Roc: Guest Contact Info Twitter @mikeycroc Instagram @mikeycroc Facebook facebook.com/mikeciorrocco LinkedIn linkedin.com/in/Michael-ciorrocco Links Mentioned: Learn more about your ad choices. Visit megaphone.fm/adchoices

Increasing Sales by Increasing Trust C. Lee Smith, SalesFuel – The Sharkpreneur podcast with Seth Greene Episode 496 C. Lee Smith C. Lee Smith is the CEO and Founder of SalesFuel, a Columbus, Ohio-based firm that was named one of the Top 10 Sales Enablement Vendors in 2020, and Lee is also named by Selling Power as one of just 6 Leading Sales Consultants for 2020 worldwide. He is also the author of SalesCred, the definitive book on the #1 problem facing sales teams today - their lack of credibility among buyers. He has also written the Amazon international bestseller Hire Smarter, Sell More!, a book that helps readers increase their bottom line by avoiding toxic employees and identifying and hiring sales rainmakers. He enhanced his expertise in remote team management, leadership and coaching, and hiring in 2020 by becoming a Certified Professional Behavior Analyst, Certified Professional Axiologist, and Certified Professional Values Analyst. Lee is a graduate of Ohio University and has earned a certificate in executive leadership from Cornell University. When not planning SalesFuel’s next breakthrough tool or advising his clients, you can find him on his bicycle raising money for cancer research and other charitable organizations with his team, The Honey Badgers. Listen to this informative Sharkpreneur episode with C. Lee Smith about increasing sales by increasing trust. Here are some of the beneficial topics covered on this week’s show: ●    How providing relevant value to customers makes you a credible salesperson. ●    Why becoming a local marketing expert makes salespeople more trustworthy. ●    How many sales teams selling to B2B clients give away their reliability. ●    Why you can’t be a trusted advisor without a high degree of credibility. ●    How salespeople aren’t paying attention to how the buyer qualifies them. Connect with Lee: Guest Contact Info Twitter @cleesmith @SalesFuel Instagram @salesfuel Facebook facebook.com/salesfuel LinkedIn linkedin.com/in/cleesmith linkedin.com/company/sales-fuel Links Mentioned: salesfuel.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Mobile Home Park Investing Jefferson Lilly – The Sharkpreneur podcast with Seth Greene Episode 495 Jefferson Lilly Jefferson is a mobile home park investment expert and educator. He is the founder of Park Avenue Partners, a private equity real estate fund that acquires and operates mobile home parks nationwide. His investment funds are returning 10% - 15% IRRs to Limited Partners. Both personally and through his partnerships, Jefferson has acquired 31 MHPs in 15 states since 2007 totaling over $71mm in value. He started the industry’s first MHP podcast and the largest group on LinkedIn dedicated to investing in mobile home parks. Prior to beginning to manage investors’ money in 2014, Jefferson spent seven years investing his own capital in mobile home parks and consulting to high-net-worth families with interests in the manufactured housing industry. Jefferson has been featured in The New York Times, Bloomberg Magazine, and on the Real Money television show. He holds a B.A. from the University of Pennsylvania and an MBA from the Wharton School of Business. Listen to this informative Sharkpreneur episode with Jefferson Lilly about investing in mobile home parks. Here are some of the beneficial topics covered on this week’s show: ●    How mobile home parks are usually priced better than other real estate. ●    How 99% of the time mobile home parks are happy and safe places. ●    Why one to many marketing can help entrepreneurs scale businesses. Connect with Jefferson: Guest Contact Info LinkedIn linkedin.com/in/jeffersonlilly Links Mentioned: mobilehomeinvestors.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Retire, Y’all Adam Curran, Curran Financial Partners – The Sharkpreneur podcast with Seth Greene Episode 494 Adam Curran Adam Curran is a Certified Financial Planner™ and the Founder of Curran Financial Partners. He entered the investment industry at a very young age, working as a runner on the Philadelphia Stock Exchange while going to school at nearby Drexel University. He received a Bachelor of Business Administration degree in accounting and finance and took a job in the hedge fund industry before seeing a need to start his own firm. His mission from the beginning was to serve hard-working families like the one he grew up in, taking the same concepts the wealthiest individuals use and sharing them with Main Street. Adam runs a weekly radio broadcast, “Retire Y’all Radio” and he has published two books: "Retire Y'all" and “The Power of a Plan.” He is also the host of "Retire Y'all Podcast." He is an Investment Advisor Representative and holds an insurance license in multiple states. Listen to this informative Sharkpreneur episode with Adam Curran about planning for retirement. Here are some of the beneficial topics covered on this week’s show: ●    Why people need to put a plan into place for their retirement. ●    How financial advisors need to do some level of buy-in to get ROI. ●    How a podcast gives customers a free deliverable they can use. ●    Why you should be yourself, find what you believe in, and cultivate that. ●    How you need the right people listening to your podcast to make money. Connect with Adam: Guest Contact Info Instagram @curranfinancial Facebook facebook.com/CurranFinancial Links Mentioned: retireyall.com Learn more about your ad choices. Visit megaphone.fm/adchoices

How Consulting Leads to 500M+ in AUM Alex Seleznev, Buchanan & Mitchell and May Barnhard Investments – The Sharkpreneur podcast with Seth Greene Episode 493 Alex Seleznev Aleksandr Seleznev is a Senior Advisor and Portfolio Strategist at CBM – Councilor, Buchanan and Mitchell, P.C. who specializes in translating complex financial planning and investment challenges into a simple set of actions. Alex’s passion for financial planning comes from his desire to support people in their efforts to meet their goals and lead the kind of life they want to lead. As a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) professional with more than a decade of investment and planning experience, Alex collaborates with clients on development and implementation of a strategy that accounts for their short- and long-term objectives. Alex understands the major concerns facing individuals and families that become a critical part of the planning process such as education, savings, insurance and other life events such as transition to retirement, receipt of inheritance, birth of a child or divorce. Alex utilizes the cash-flow based approach for holistic decision making when it comes to major decisions ranging from a house purchase and insurance planning to asset allocation and specific investment selection. This approach helps clients to understand and reduce the emotional aspects and unnecessary ambiguity in their financial and life choices. Alex works with a diverse group of clients including business owners, retirees, doctors, attorneys, young professionals and newly divorced individuals. This multifaceted experience provides him with ample opportunities to stay current in today’s rapidly changing environment. Alex also serves as the Chief Operating Officer (COO) of May Barnhard Investments LLC, an SEC registered investment advisory firm, with six active registered investment advisors. He is also an active member of the CFA Society of Washington D.C.’s Finance Committee. Listen to this informative Sharkpreneur episode with Alex Seleznev about using consulting to lead to 500M+ in AUM. Here are some of the beneficial topics covered on this week’s show: ●    Why you should continue to stick to your plan during COVID. ●    How there will be more market unpredictability later this this year. ●    Why a holistic advisor helps you with more than your financial goals. ●    How people should be checking in with their advisors more often. Connect with Alex: Guest Contact Info Twitter @cbmcpa Facebook facebook.com/CouncilorBuchananMitchell LinkedIn linkedin.com/company/councilor-buchanan-&-mitchell-pc Links Mentioned: cbmcpa.com maybarnhardinvestments.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Disrupting the Fashion Industry Cricket Lee, – The Sharkpreneur podcast with Seth Greene Episode 492 Cricket Lee Cricket Lee is an entrepreneur and inventor, particularly noted for creating Fitlogic and rapid success LittleBlackPant as part of her journey to create a universal fit standard that eliminates try ons and apparel returns due to fit. It's like an Intel Inside for Apparel, and any brand can license it. She was ahead of her time, as it requires the fashion industry to join hands on behalf of the consumer. She also created the first ever all-natural bath, hair and skin care and invented the concept of pet jewelry with Stanley Marcus of Neiman Marcus and has created products and launched programs for HSN, Saks Fifth Avenue, Nordstrom and conceptualize the mega successful infomercial with Susan Powter "Stop the Insanity". In her journey she has been featured in over 750 stories including The Today Show, New York Times, Wall Street Journal and ABC News. Listen to this informative Sharkpreneur episode with Cricket Lee about disrupting the fashion industry. Here are some of the beneficial topics covered on this week’s show: ● Why adding body types and shapes to apparel leads to less returns. ● How competing fashion companies make their clients find the right size. ● Why there are clothes in the landfills that have never been worn before. ● How the program uses a fit profile to find clothes to match your body. ● Why it’s so difficult to change an industry’s paradigm. Connect with Cricket: Guest Contact Info Instagram @bota.sci Facebook facebook.com/botasci LinkedIn linkedin.com/in/cricketleebotasci Links Mentioned: botasci.com Learn more about your ad choices. Visit megaphone.fm/adchoices

How Client Communication Can Lead to More Clients Matt Peck, SHP Financial – The Sharkpreneur podcast with Seth Greene Episode 491 Matt Peck Matt Peck obtained his Certified Financial Planner (CFP®) certification in 2015 and is a member of the Financial Planning Association®. He is insurance licensed and holds his Series 65 securities license, which allows him to provide financial and investment advice as a fiduciary advisor. He is required to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of his clients. In 2019 Matt became a Certified Investment Management Analyst (CIMA®). This certification is an advanced professional education and certification program for advisors who desire to serve their clients with the most sophisticated investment and portfolio management knowledge. Matthew is the author of the book “Mind the Gap: The Cracks in the American Retirement System” and co-author of the book “SHP Retirement Road Map: Your Map to Financial Freedom.” For over seven years, he has co-hosted the popular financial radio show “Retirement Road Map Radio Show,” which airs on WBZ, WRKO and WXTK. Listen to this informative Sharkpreneur episode with Matt Peck about using effective communication as a tool for more clients. Here are some of the beneficial topics covered on this week’s show: ● How you can contend with the competitors when it comes to service. ● Why it’s important to teach your team to treat each client like their own. ● How getting client referrals is vital to building your client base up. ● Why you can always do more to cultivate relationships with clients. ● How to promote referral consciousness with your existing clients. Connect with Matt: Guest Contact Info Facebook facebook.com/SHPFinancial LinkedIn linkedin.com/company/shp-financial Links Mentioned: shpfinancial.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Buying Business with No Money Out of Pocket Carl Allen, Dealmaker Wealth Society – The Sharkpreneur podcast with Seth Greene Episode 490 Carl Allen Carl Allen is a world-class entrepreneur, investor and corporate dealmaker who has worked on more than 330 transactions worth close to $48 billion. In his nearly 30-year career, Carl has analyzed thousands of businesses big and small in 17 different countries across nearly every business sector, including technology, pharmaceuticals, transport and logistics, engineering, manufacturing, aerospace, consumer goods and services, business services, retail, professional services, finance, packaging and corporate clothing. Carl first earned his reputation during his 16 years on Wall Street working for Bank of America, Hewlett-Packard, Forrester and Gartner. There he advised some of the world’s largest corporations on investments, mergers, acquisitions, disposals, and restructuring and helped hundreds of business owners raise both equity and debt financing. Until he almost missed the birth of his second son. That’s when Carl quit the rat race and began brokering (and eventually buying) businesses for himself. Today he is considered one of the world’s premier experts on buying and financing small business acquisitions. Carl founded Dealmaker Wealth Society (formerly Ninja Acquisitions) because he believes starting a business from scratch is certifiably, BATSH*T CRAZY! He wanted to use his highly specialized skill set to help others realize their dream of self-employment didn’t have to be a long, hard, up-all-night slog with a 96% failure rate in 10-years. Today he’s helping thousands of entrepreneurs all over the world buy existing, profitable small businesses that will immediately put money in their pockets. And best of all — he teaches them how to do this without using a dime of their own capital! Listen to this informative Sharkpreneur episode with Carl Allen about buying businesses without using money out of pocket. Here are some of the beneficial topics covered on this week’s show: ●    How it can be more lucrative to buy an existing business than starting a new one. ●    Why mindset and mental strength is important when buying a business. ●    How the mechanics of a company do not inspire people to buy businesses. ●    Why people can’t always trust a business broker to care about their best interest.  ●    How entrepreneurs need to build their networks to be the most successful. Connect with Carl: Guest Contact Info Twitter @DealmakerWealth Instagram @_dealmakerwealthsociety_ Facebook facebook.com/dealmakerwealthsociety LinkedIn linkedin.com/company/dealmakerwealthsociety Links Mentioned: trainwithcarl.com/shark Learn more about your ad choices. Visit megaphone.fm/adchoices

From Stay at Home Mom – Top 100 Mommy Blogger with 2.5 Million Views Rebecca Greene, Whinypaluza.com   – The Sharkpreneur podcast with Seth Greene Episode 489 Rebecca Greene Rebecca Greene, LCSW-R is a Top 100 Mommy Blogger, best-selling author of her book Whinypaluza, and mom of three. She specializes in child behaviors and marital therapy. She started her blog Whinypaluza because she loves to write and share her experiences with others. On The Whinypaluza Podcast she hopes to continue to share the unique parenting challenges every parent faces. Listen to this informative Sharkpreneur episode with Rebecca Greene about becoming a top mommy blogger. Here are some of the beneficial topics covered on this week’s show: ●   How there are so many different types of social work people can go into. ●   Why MST is evidence-based therapy for children with severe behavioral issues. ●   How parental exhaustion is absolutely real and effects all parents. ●   Why people don’t always do the right thing when they know they should. ●   How no one knows what they are doing when they are brand new parents.   Connect with Rebecca: Guest Contact Info Instagram  @whinypaluza Facebook  facebook.com/whinypaluzaparenting   Links Mentioned:  whinypaluza.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Overcoming Adversity in Entrepreneurship Adri Kyser, AdriKyser.com – The Sharkpreneur podcast with Seth Greene Episode 488 Adri Kyser Adriana Kyser is an inspiring wellness and personal development coach helping women achieve ultimate health, spiritual connection & unshakable confidence through her powerful coaching and online programs. Adriana was born and raised in Caracas, Venezuela, where she went to law school for a few years before moving to the US. Her caring, unique and authentic approach to holistic wellness stems from her personal experience in coping with chronic back pain for over a decade. Throughout the years, Adriana has received an extensive and growing list of certifications in multiple wellness modalities Like NLP, Yoga, Coaching, Ayurveda, and Reiki just to name a few. She has also been featured in several incredible fitness and wellness brands, and her expertise has appeared in a number of publications. She has helped hundreds of women worldwide live a more mindful, healthy, and balanced lifestyle by providing live training, online classes, coaching sessions, and international retreats focused on helping women discover and develop the innate power of true inner beauty. Listen to this informative Sharkpreneur episode with Adri Kyser about helping people invest in their health. Here are some of the beneficial topics covered on this week’s show: ●    How physical pain can be deeply rooted in an emotional cause. ●    How people have the tools to overcome adversity in their lives. ●    Why people need to take care of their health right now more than ever. ●    Why you can’t do personal development if you aren’t healthy. ●    How we have the choice to change the narratives of our stories. Connect with Adri: Guest Contact Info Twitter @AdriKyserYoga Facebook facebook.com/adrikyserwellness LinkedIn Linkedin.com/in/adrikyser Links Mentioned: adrikyser.com Learn more about your ad choices. Visit megaphone.fm/adchoices

From Starting a Business on Mom’s Credit Card to 40 Franchised Locations and Counting Andy Zapata, Physical Therapy Now – The Sharkpreneur podcast with Seth Greene Episode 487 Andy Zapata Andy Zapata served as the Founder and CEO of Physical Therapy Now Franchise, Inc., in Miami, Florida from its inception. He also owns Physical Therapy Now Holdings LLC. in Miami, Florida since its inception February, 2010 to present formally known as Miami Rehab Center LLC with 8 corporate facilities. He is one of the few Medicare Part A Inspectors to inspect Physical Therapy Facilities through-out the country for American Association for Accreditation of Ambulatory Surgical Centers. He opened his first Physical Therapy Center in 2003. Mr. Zapata also owns business in Orthopedics, Interventional Pain Management, Urgent Care, Diagnostic Centers, and Durable Medical Equipment. Listen to this informative Sharkpreneur episode with Zapata about growing a franchise to over 40 locations. Here are some of the beneficial topics covered on this week’s show: ●    How you can leverage small amounts of credit to start a business. ●    Why you have to ask for success to become an expert. ●    How you should focus on your systems when things are changing. ●    Why the desire to help more people helps business grow organically. ●    How most entrepreneurs don’t make it past their first hurtle. Connect with Andy: Guest Contact Info Twitter @AndyZapata1000 Facebook facebook.com/1800NEWPAIN LinkedIn linkedin.com/in/1800newpain Links Mentioned: physicaltherapynow.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Using a Data Driven App to Make Better Business Decisions Dan Nicholson, Nth Degree CPAs – The Sharkpreneur podcast with Seth Greene Episode 486 Dan Nicholson Dan Nicholson is a lifelong entrepreneur, relentlessly curious and hopelessly sarcastic. When purpose driven entrepreneurs grow tired of spinning their wheels seemingly getting further away from things that actually matter to them, they call Dan for help.He’s had the privilege of completing a prestigious fellowship and worked for some of the largest and most successful companies in the world. 10 years ago he gave all of that up – mostly because he was tired of having meetings about meetings to eventually talk about what to actually do. Instead he spends his time developing tools and helping private clients and partners answer the one question all successful business owners are asking themselves “Am I going to be okay?” through his financial certainty methodologies. Financial Certainty is an unconventional way of looking at business growth. Instead of focusing on acquiring more, the focus is getting closer to the things that actually matter to the business owner/entrepreneur. The first step to eliminating entrepreneurial anxiety is decreasing the uncertainty around reaching your goals and Dan has developed a set of proprietary algorithms to systematically decrease uncertainty and increase the power entrepreneurs have over their desired outcomes. Dan realized what he learned in business school doesn’t work for small or medium sized companies. Small businesses owners need to optimize, so different framework. He’s building ideas on how to navigate decision making for small businesses. Book coming out called Seeking Certainty and the certainty app a tool for small to medium sized companies. Has a digital products company called Wealth Q and A. He is an equity partner in a lot of businesses. Wants to help people have certainty. Going to be on Hustle and Flow Chart and Half Past. Listen to this informative Sharkpreneur episode with Dan Nicholson about using a data driven app to make better business decisions. Here are some of the beneficial topics covered on this week’s show: ●    How there are many entrepreneurs who have their CPA license. ●    How small business owners are only working with one or two CPAs. ●    Why conventional finance does not work for small business owners. ●    How small business owners need to optimize their business. ●    Why many small business owners don’t make asymmetric bets. Connect with Dan: Guest Contact Info Twitter @NthDegreeCPAs LinkedIn linkedin.com/in/dan-p-nicholson-9135103 Links Mentioned: certaintyapp.com nthdegreecpas.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Growing to $2 Billion AUM Jeff Sarti, Morton Capital – The Sharkpreneur podcast with Seth Greene Episode 485 Jeff Sarti Jeff Sarti served as Morton Capital’s Chief Investment Officer from 2004 through 2007. In 2008, Jeff left Morton Capital to become co-managing partner of Crosscourt Capital Management, a hedge fund firm specializing in volatility and options trading strategies. Upon the close of Crosscourt Capital in 2011, Jeff rejoined Morton Capital. He is currently CEO and a member of the Board of Managers as well as the Investment Committee at Morton Capital. Before joining Morton Capital, in 2002, Jeff worked at McKee Investment Management, where he served as a portfolio manager and credit analyst overseeing $750 million in assets. From 1999 through 2001, he was employed as a portfolio manager at Joel R. Mogy Investment Counsel, overseeing $1 billion in assets. Jeff earned his Bachelor of Science degree in biology from Stanford University and his MBA in finance from the Anderson School of Business at the University of California, Los Angeles. Jeff is a CFA® chartholder. Listen to this informative Sharkpreneur episode with Jeff Sarti about growing to $2 billion in assets under management.  Here are some of the beneficial topics covered on this week’s show: ●    Why people should view their wealth as more than just a number. ●    How building a portfolio for the correct economic season is vital. ●    Why real estate investments allow people to be more conservative if necessary. ●    How they include real estate as assets under management at Morton Capital. ●    Why diversifying portfolios is important for people who are investing. Connect with Jeff: Guest Contact Info Instagram @mortoncapital Facebook facebook.com/mortoncapital LinkedIn linkedin.com/company/mortoncapital Learn more about your ad choices. Visit megaphone.fm/adchoices

Growing an RIA with Charitable Giving Andrew Aran, Regency Wealth Management – The Sharkpreneur podcast with Seth Greene Episode 484 Andrew Aran Andrew Aran joined Regency Wealth Management as a Partner in 2010 after a two-year affiliation with LPL Financial and over 18 years in Alliance Bernstein’s Fixed Income Division. As a Senior Vice President, he formed and headed Alliance’s corporate bond research group, managed institutional global credit portfolios, a credit-oriented hedge fund, and a retail balanced mutual fund. He has also helped manage numerous institutional and retail bond strategies including open end and close end mutual funds and money market funds. His prior experience includes research roles at PaineWebber, Citibank, and Standard & Poors after being a Relationship Manager at The Chase Manhattan Bank. A visible and respected professional, Andrew has been published in Institutional Investors, authored a case study in Fabozzi’s Bond Credit Analysis: Framework & Case Studies, has been quoted in The New York Times and The Wall Street Journal; has been quoted or interviewed multiple times on Bloomberg and CNBC and has spoken at numerous financial conferences around the world. He also served on Markit iBoxx’s Oversight Committee. He is a member of the CFA Institute, FIASI, NYSSA (bond and stock analysts associations), and is an Associate member of The National Association of Personal Financial Advisors. Andrew earned a B.A. from Rutgers University in 1978, an M.B.A. from Fordham’s Graduate School of Business in 1980 and was awarded a Chartered Financial Analyst designation in 1986. He served as President of the Bergen County Chapter of the New Canaan Society from 2011-2015 and still remains active within the organization. Andy is currently a member of the Advisory Board of Street 2 Street and is on the Christian Health Care Center’s Foundation Board. He previously Chaired the Trustee Board at Star of Hope Ministries in Paterson, N.J. He is a member of Grace Church of Ridgewood where he has served on the Elder Board and their finance committee. He is blessed by his marriage to Cindy and with their three children. Listen to this informative Sharkpreneur episode with Andrew Aran about growing an RIA with charitable giving. Here are some of the beneficial topics covered on this week’s show: ● How sharing the work of a client between people helps better serve the client. ● Why delivering excellence to their clients leads to word of mouth advertising. ● How investments have been impacted by the COVID-19 pandemic. ● Why it’s important to keep your clients informed and served right now. ● How you can create brand awareness by being involved in the community. Connect with Andrew: Guest Contact Info Facebook facebook.com/RegencyWealthMangementNJ LinkedIn linkedin.com/company/regency-wealth-management Links Mentioned: regencywealth.com Learn more about your ad choices. Visit megaphone.fm/adchoices

How a Tiny Software Company Competes Against the Fortune 500 Lars Helgeson, GreenRope – The Sharkpreneur podcast with Seth Greene Episode 483 Lars Helgeson Lars Helgeson started in the space in 2000, when he co-founded one of the world's first email service providers, CoolerEmail. As a pioneer in responsible email marketing, he grew CoolerEmail into a global software company specializing in communication with over 1,500 clients. In 2010, after spending several years designing and implementing a more comprehensive way to meet the needs of small and mid-sized businesses, Lars launched GreenRope, a cloud-based platform that simplifies and consolidates a company's sales, marketing, and operations. GreenRope currently provides technology solutions to over 3,000 companies worldwide. In 2017, Lars had the opportunity to write and publish, CRM For Dummies, part of the globally acclaimed "For Dummies" series of books. In the book, he covers strategies and tactics that help businesses design and implement a successful CRM strategy. Listen to this informative Sharkpreneur episode with Lars Helgeson about creating a CRM company that competes with the Fortune 500. Here are some of the beneficial topics covered on this week’s show: ● Why some of the best ideas come to us in the shower. ● How businesses need more than just . ● Why businesses need a comprehensive way to track daily activities. ● How GreenRope gives business owners insight to all data on one platform. ● Why businesses don’t need a large team to make them successful. Connect with Lars: Guest Contact Info Twitter @larshelgeson Facebook facebook.com/GreenRope LinkedIn linkedin.com/in/larshelgeson Links Mentioned: greenrope.com Learn more about your ad choices. Visit megaphone.fm/adchoices

What Financial Advisors Should Be Doing Now James Pollard, TheAdvisorCoach.com – The Sharkpreneur podcast with Seth Greene Episode 482 James Pollard James Pollard is the founder of TheAdvisorCoach.com, a marketing consultancy which helps financial advisors get more clients. He is also the host of the "Financial Advisor Marketing" podcast. He is perhaps best known for his monthly paper-and-ink newsletter, The James Pollard Inner Circle, which is read by financial services professionals all over the world.  Listen to this informative Sharkpreneur episode with James Pollard about financial marketing. Here are some of the beneficial topics covered on this week’s show: ●    Why it’s important to find your niche in business. ●    How people need to use multiple marking strategies. ●    Why multi-channel marketing is the holy grail for financial advisors. ●    How people get stuck in the seminar hamster wheel. ●    How to get financial advisors to differentiate themselves. Connect with James: Guest Contact Info Twitter @theadvisorcoach Facebook facebook.com/theadvisorcoach LinkedIn linkedin.com/in/theadvisorcoach Links Mentioned: theadvisorcoach.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Growing Your Business by Speaking Jeff Klein, SpeakerCoop.com – The Sharkpreneur podcast with Seth Greene Episode 481 Jeff Klein Jeff Klein is a Speaker and Trainer who has received rave reviews speaking over 600 times, reaching over 15,000 business professionals. He is the author of 30 Seconds to Success: Generating Referrals with Your Elevator Pitch, and the upcoming Speaking as a Business Strategy: 9 Laws to Business Speaking Success. Following successful careers in Advertising, , and Production, Jeff’s individual and group programs assist professionals, who are responsible for generating revenue, to great opportunities to sell. He continues to speak to trade associations, sales organizations, national conventions, and business groups.  Listen to this informative Sharkpreneur episode with Jeff Klein about the speaking to grow your business. Here are some of the beneficial topics covered on this week’s show: ●    Why people need to be able to speak about their business. ●    How businesses either need more audiences or better results. ●    Why people need to deliver a speech that generates results. ●    How many people need a little tweaking on what they deliver. ●    Why people have to identify what they do and who they do it for. Connect with Jeff: Guest Contact Info Twitter @JeffSpeaker Facebook facebook.com/JeffKleinSpeaks LinkedIn linkedin.com/in/jeffkleinspeaker Links Mentioned: Learn more about your ad choices. Visit megaphone.fm/adchoices

Flying High by Serving the Airlines Casey , Wiser Wealth Management – The Sharkpreneur podcast with Seth Greene Episode 480 Casey Smith Casey Smith, President of Wiser Wealth Management, started the Marietta, GA based company in 2001. Prior to starting Wiser Wealth, Casey worked for a brokerage firm and quickly became unhappy with the traditional brokerage product pushing agenda. He became a Investment Advisor and formed a fee-only financial services firm in June 2001, which later became Wiser Wealth Management, Inc. In his 19 years with the company, Casey has focused on client service and retention to grow the business. His fee-only firm accepts fiduciary responsibility for its clients’ investments and welcomes investors of all wealth levels. In addition to investing, Casey has positioned Wiser as a one-stop-shop that offers a full complement of services including financial planning and asset management. Tax and legal services are offered through seamless professional partnerships. Casey has been recognized by his industry and peers with many awards over the years. He was named a Top 20 Innovator in the usage of ETF’s in America, Cobb Chamber of Commerce Top 25 Small Business of the Year, Cobb Life Magazine Top 20 Under 40 and Best Firm. He’s been quoted in numerous publications like the New York Times, The Wall Journal and Atlanta Journal Constitution, to name a few.   Casey hosts a weekly podcast called the Wiser Wealth Management Roundtable where he explores topics related to personal finance, investing and relevant financial business news and topics.  Listen to this informative Sharkpreneur episode with Casey Smith about starting a fee-based fiduciary practice. Here are some of the beneficial topics covered on this week’s show: How fee-based fiduciaries were not just a fad in financial planning. Why airline pilots are an underserved niche in financial planning. How entrepreneurs cannot be put into traditional financial boxes. Why it’s important to build the right team to fit your business. How it’s important to maintain the quality for clients through your process. Connect with Casey: Guest Contact Info Twitter @WiserWealthMgt Facebook facebook.com/WiserWealthManagement LinkedIn linkedin.com/company/wiserwealth Links Mentioned: wiserwealthmanagement.com wiserinvestor.com Learn more about your ad choices. Visit megaphone.fm/adchoices

How to Gain the Edge in Sales Jim Padilla, Gain the Edge – The Sharkpreneur podcast with Kevin Harrington and Seth Greene Episode 479 Jim Padilla Jim Padilla is the founder of Gain the Edge. He is known in the personal development and business coaching world as the go-to-guy for all things sales. He is a master collaborator whose purpose is to help entrepreneurs leverage the power of collaboration to scale their business so they can impact the world the way they intended. Listen to this illuminating Sharkpreneur episode with Jim Padilla about all things related to sales. Here are some of the beneficial topics covered on this week’s show: ●    How you have to provide value to the people you need help from. ●    Why you want to have 1% of 100 men’s efforts instead of 100% from one man. ●    How Gain the Edge teaches people more without being a salesperson. ●    Why virtual events have to be better than live events to engage the audience. ●    How Gain the Edge helps people understand that they need to stand out. Connect with Jim: Guest Contact Info Facebook facebook.com/gaintheedgenow LinkedIn linkedin.com/in/jimpadilla Links Mentioned: https://kd267.isrefer.com/go/MMSL/shark/ gtenow.com/makemoresaleslive Learn more about your ad choices. Visit megaphone.fm/adchoices

Tapping into the Impossible to Reach Healthcare Niche Ara Oghoorian, ACap Asset Management – The Sharkpreneur podcast with Seth Greene Episode 478 Ara Oghoorian Ara Oghoorian founded ACap Asset Management, Inc. in 2009 and has over 30 years of experience in finance and accounting. He began his career at Wells Fargo Bank in Huntington Beach, CA before moving up north to spend nine years at the Federal Reserve Bank of San Francisco, where he traveled extensively examining domestic and foreign banks as well as bank holding companies. After the Fed, Ara became a US diplomat with the U.S. Department of the Treasury as an advisor to the Ministry of Finance and Economy in the Republic of Armenia where he simultaneously conducted work in the Republic of Georgia and the Republic of Latvia. Upon his return to the US, Ara lived and worked in Washington, DC for a wealth management firm before deciding to move back home to Los Angeles to start ACap. Ara has a finance degree from San Francisco State University, is a Commissioned Bank Examiner through the Federal Reserve Board of Governors, holds the Chartered Financial Analyst (CFA) designation, CERTIFIED FINANCIAL PLANNER™ license, Certified Public Accountant (CPA) license, is an Enrolled Agent, and holds the Series 65 license. Ara is also very active in the community and sits on the board of the Water Buffalo Club, and is a director at Mission Valley Bank and Bancorp. He also served as Chairman of the Board for Children’s Music Fund from 2013 to 2017. In his free time, Ara enjoys playing tennis, traveling, going to the beach, opera, and spending time with his family. Listen to this informative Sharkpreneur episode with Ara Oghoorian about shifting to serve a broader customer base. Here are some of the beneficial topics covered on this week’s show: ●    Why it’s important to provide your clients with a one stop shop. ●    How business growth allows people to be pickier about their clients. ●    Why they no longer target and serve only the healthcare industry. ●    How they get a lot of business through referrals and centers of influence. ●    Why it’s important to cultivate your current business relationships. Connect with Ara: Guest Contact Info Twitter @acapam Instagram @acapadvisoraccountants Facebook facebook.com/ACapAdvisorsAccountants LinkedIn linkedin.com/company/acapadvisorsaccountants Links Mentioned: acapam.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Using a Radio Show to Grow Your RIA Chris Boyd, Asset Management Resources – The Sharkpreneur podcast with Seth Greene Episode 477 Chris Boyd Chris Boyd is the founder of Asset Management Resources, LLC and the Chief Executive Officer. He has been assisting clients for over twenty-five years. His firm Asset Management Resources, LLC is a registered investment advisor firm in Massachusetts. In 2004, Certified Financial Planner Board of Standards, Inc. awarded Chris with the financial planning credential of Certified Financial Planner™ professional which is awarded to individuals who meet education, examination, experience and ethics requirements and has previously successfully passed the FINRA administered General Securities Exams (Series 7, 63, 65 and 24) examinations. He also has earned the Chartered Advisor for Senior Living® (CASL®) professional designation from the American College, BrynMawr, PA.. Chris assists his clients in matters of financial planning, investment advice and portfolio management. His clients include individuals & charities. He strives to provide clients with education and advice that will best help them to achieve lasting financial security. He specializes in planning for those in or near retirement. Listen to this informative Sharkpreneur episode with Chris Boyd about using a radio show to grow an RIA. Here are some of the beneficial topics covered on this week’s show: ●    Why an RIA can help you with a secure retirement. ●    How relationships allow RIAs to be more personal. ●    Why it’s really important to have the right people on your team. ●    How if people need help in one area, they probably need help in other areas. ●    Why his radio show has been a driver for client acquisition. Connect with Chris: Guest Contact Info Twitter @AssetMgmtRsrcs Instagram @smorechrisboyd Facebook facebook.com/AssetManagementResourcesCC LinkedIn linkedin.com/company/asset-management-resources-llc Links Mentioned: amrfinacial.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Sharing the Love of Wine & Spirits Gino Colangelo, Colangelo & Parnters – The Sharkpreneur podcast with Seth Greene Episode 476 Gino Colangelo Gino Colangelo founded Colangelo & Partners in 2006 after spending over 10 years with global agency Dentsu, business and developing communications strategies for a blue-chip client list that included Siemens, Japan Airlines, Suntory and more. Before Dentsu, Gino spent 10 years in his own retail business, a unique experience in the agency world. Prior to the retail business, Gino spent 2 years in Japan writing copy for an ad agency. He has also lived and studied in Siena, Italy. In 2006, Gino combined his entrepreneurship with a love of wine and spirits to Colangelo & Partners, now the leading fine wine and spirits communications agency in the US. Since its founding Colangelo & Partners has conceived and executed successful integrated communications campaigns for institutional clients and brand marketers alike. The Colangelo & Partners client roster includes prestigious wine brands such as Charles Krug, Louis Roederer, Luce, Ornellaia and Wagner; alcoholic beverage industry leaders SevenFifty and Vivino; leading wine institutions including the Chianti Classico Consortium, Crus Bourgeois, Prosecco DOC and Wines from Spain as well as leading spirits brands Diplomatico Rum, Disaronno, Partida Tequila and many more. Colangelo & Partners now lies at the epicenter of the wine and spirits world in the US, working with prestigious global brands and clients throughout the supply chain that drive the wine and spirits industry. Gino is most proud of the team at Colangelo & Partners, the growth of individual employees and the partnerships the agency has built with its prestigious, global family of clients. Listen to this informative Sharkpreneur episode with Gino Colangelo about operating his food, wine, and spirits PR agency. Here are some of the beneficial topics covered on this week’s show: ●    How most entrepreneurs prefer to be their own boss. ●    Why PR agents have a tough job because they only sell and never buy. ●    How Gino left the corporate world to focus on food, wine, and spirits. ●    Why specialization allows businessowners to dominate a niche. ●    How diversification can be achieved while staying in the same business. Connect with Gino: Guest Contact Info Twitter @ColangeloPR Instagram @colangelopr Facebook facebook.com/ColangeloPR LinkedIn linkedin.com/company/Colangelo-&-partners-public-relations Links Mentioned: Colangelopr.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Growing a Supplement Company From 0 to $50,000,000 Buck Rizvi, Ultimate Lifespan and RealDose – The Sharkpreneur podcast with Seth Greene Episode 475 Buck Rizvi Buck Rizvi's "overnight success" came at the tender age of 41, after slogging it out for 21 years in corporate America. His first e-commerce health business, Ultimate Lifespan, launched in 2005 as a side business and quickly led to his exit from the corporate rat race. Since that time, Buck's e-commerce health businesses, Ultimate Lifespan and RealDose Nutrition, have generated over $50 million dollars in revenue while helping over 400,000 people worldwide achieve better health. Listen to this informative Sharkpreneur episode with Buck Rizvi about generating $50 million dollars in revenue through an ecommerce health business. Here are some of the beneficial topics covered on this week’s show: How people can selling dietary . Why Ultimate Lifespan and RealDose Nutrition were founded. How Ultimate Dog is being added to the Ultimate Lifespan family. Why businesses should be eco-conscious right now. How people want to know what is behind a brand before making a purchase. Connect with Buck: Guest Contact Info Twitter @buckrizvi Instagram @buckrizvi Facebook facebook.com/buckrizvi LinkedIn linkedin.com/in/buckrizvi Links Mentioned: Scalebootcamp.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Scaling With Systems – How to Grow Your Business Without Going Crazy Ravi Abuvala, Scaling With Systems – The Sharkpreneur podcast with Kevin Harrington and Seth Greene Episode 474 Ravi Abuvala Ravi Abuvala is the founder of Scaling With Systems, a business accelerator which works to systemize and scale their clients’ businesses leveraging elimination, automation and overseas assistants. In the past 14 months he has created 2, 7-figure businesses with less than 10 employees and has helped 143 entrepreneurs scale to 6-figures and 8 scale to 7-figures. He has spoken on some of the largest stages in his industry and has been featured on Fox News, Entrepreneur, and Forbes. Listen to this illuminating Sharkpreneur episode with Ravi Abuvala about systemizing and scaling businesses. Here are some of the beneficial topics covered on this week’s show: Why Scaling With Systems was created. How most entrepreneurs don’t have consistent lead generation. Why entrepreneurs have to be able to create cold leads. How entrepreneurs need a scalable offer in order to grow. Why his business picked up during the COVID-19 pandemic. Connect with Ravi: Guest Contact Info Twitter Instagram Facebook facebook.com/scalingwithravi LinkedIn linkedin.com/in/raviabuvala Links Mentioned: Scalingwithsystems.com/shark Learn more about your ad choices. Visit megaphone.fm/adchoices

Growing Agency Owners' Sanity and Bottom Line Geoff Skadra, Focus First Business Advisors – The Sharkpreneur podcast with Seth Greene Episode 473 Geoff Skadra Geoff Skadra is an artist, designer, wedding videographer, marketer, and entrepreneur. He’s worked with Fortune 500 companies and big government agencies like NASA. He loves taking a complex problem and simplifying it into a process that works repeadly.  At Focus first Business Advisors, Geoff applies this idea to the companies he works with to solve their performance gaps and help them become more successful, faster. Listen to this informative Sharkpreneur episode with Geoff Skadra about helping 6 and 7-figure agency owners 2x their revenues.  Here are some of the beneficial topics covered on this week’s show: How owners struggle with and don’t know where to go. Why agency owners need to transition to a CEO mindset. How time and emotional goals should be set before profit goals. Why agency owners should be able to guard their time. How it’s really critical to have the right analytics in place. Connect with Geoff: Guest Contact Info Facebook Facebook.com/firstfocusbusinessadvisors LinkedIn Linkedin.com/company/focus-first-advisors Links Mentioned: Focusfirstadvisors.com Learn more about your ad choices. Visit megaphone.fm/adchoices

The Annuity Consultants Stephani Lucas, Spiritual Masochist                                                                                                                           – The Sharkpreneur podcast with Seth Greene Episode 472 Stephani Lucas Stephani Lucas is the founder and CEO of the Annuity Consultants, a boutique FMO she founded in 2010. TAC specializing in annuities, life insurance, disability income, long-term care, and Asset Based LTC. She is also the co-founder and CFO of a lifestyle brand Spiritual Masochist. After almost 20 years in the insurance/financial sector, she grew frustrated by the lack of depth and egocentric business practices. Out of her passion to change the industry from the inside out, she launched the Heart Centered Planning Series, a series of guides and webinars that focus on the transformative value that mindfulness and meditation can have for your business and daily life. She holds a bachelor’s degree in International Business with a focus on leadership and management with a dual degree in marketing from the Arizona State University W.P. Carey School of Business, lives in her lovely home in Austin, TX. Listen to this informative Sharkpreneur episode with Stephani Lucas about the boutique FMO service the Annuity Consultants. Here are some of the beneficial topics covered on this week’s show: ●    Why you shouldn’t strap yourself to a sinking ship in business. ●    How the Annuity Consultants was born and how it’s grown. ●    Why you should help your clients become who they want to be. ●    How there are advisors out there who sell products for the money. ●    Why you have to treat yourself well before you will be treated well. Connect with Stephani: Guest Contact Info Twitter @annuityconsultant @HurtsSooooGood @StephaniLucas Instagram @theannunityconsultants @spiritual_masochist Facebook facebook.com/TheAnnuityConsultants facebook.com/spiritualmas0chist LinkedIn linkedin.com/in/stephanilucas Links Mentioned: Theannunityconsultants.com spiritualmasochist.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Mindful Money Jonathan DeYoe, Mindful.Money – The Sharkpreneur podcast with Seth Greene Episode 471 Jonathan DeYoe Jonathan DeYoe has led DeYoe Wealth Management since 2001, where he and his teamwork one on one with over two hundred families and foundations. Jonathan and his team teach simple steps to financial success and ways to mindfully overcome emotional and cognitive biases related to money. Jonathan is the founder of Mindful.Money, where he provides keynotes and workshops at conferences and local associations. His team works with businesses to build transparent retirement plan services and financial literacy trainings for employees. Jonathan is passionate about spreading the good news of goal-focused and planning driven wealth management to help people enjoy better financial outcomes AND happier lives! Jonathan has been a California-based financial adviser for 24 years. He managed investments at a variety of Wall Street Companies before founding his own financial planning firms. He’s a contributor on personal finance matters for the Huffington Post, Business Insider, NerdWallet, and MindBodyGreen. He has been featured in the Wall Street Journal and The New York Times. Jonathan is a longtime Buddhist, who has practiced meditation for 25 years. He lives in Berkeley with his wife and two children. Listen to this informative Sharkpreneur episode with Jonathan DeYoe about mindfulness and money. Here are some of the beneficial topics covered on this week’s show: ●    How Mindful.Money looks at the evidence for better outcomes. ●    Why they focus on goal focus and planning driven decisions. ●    How the world is always going to throw questions at you. ●    Why you can’t add more happiness with more money. ●    How mindfulness is acceptance without judgment. Connect with Jonathan: Guest Contact Info Twitter @MindfulMoney_Ed Instagram @mindfulmoneyplan Facebook facebook.com/MindfulMoneyPlan Linked In Linkedin.com/in/jonthandeyoe Links Mentioned: Mindful.money Learn more about your ad choices. Visit megaphone.fm/adchoices

Financial Services Edition: From Elite Military Service to Hundreds of Millions Under Management David Blain, BlueSky Wealth Advisors – The Sharkpreneur podcast Financial Services Edition with Seth Greene Episode 470 David Blain David Blain is the Founder, CEO, and Senior Wealth Advisor at BlueSky Wealth Advisors, a fee-only, fiduciary, Independent Investment Advisor founded in 1999. He is the author of Invest in Your Life, Not Just Your Portfolio: A Guide to Achieving Financial Independence. He has been a CFA Charterholder member of CFA Institute for 16 years. David graduated with Distinguished Honors from the United States Military Academy at West Point. He led the West Point Rugby Team to its first ever NCAA final four appearance in 1980. He served 10 years with distinction in U.S. Army. His Unit Assignments included the 82nd Airborne Division at Ft. Bragg, NC; 2nd Battalion, 75th Ranger Regiment, Ft. Lewis, WA; US Army JFK Special Warfare Center & School, FT. Bragg, NC. Listen to this informative Sharkpreneur episode with David Blain about becoming the only Independent IRA. Here are some of the beneficial topics covered on this week’s show: ● How volunteering your time can help open doors. ● Why you need to get yourself known in the community. ● How BlueSky Wealth Advisors uses a flat fee. ● Why asset planning and planning will only get you so far. ● How you should have a niche market. Connect with David: Guest Contact Info Twitter @blueskywealth Instagram @blueskywealth Facebook facebook.com/blueskywealthadvisors LinkedIn linkedin.com/company/bluesky-wealth-advisors Learn more about your ad choices. Visit megaphone.fm/adchoices

The Lefkoe Method to Eliminating Negative Beliefs Shelly Lefkoe, Lefkoe Institute – The Sharkpreneur podcast with Seth Greene Episode 469 Shelly Lefkoe Shelly Lefkoe is a co-founder of the Lefkoe Institute, a San Francisco Bay Area firm whose mission is “To significantly improve the quality of life on the planet by having people recreate their lives and live as the unlimited possibilities they are.” Shelly has had the privilege of helping thousands of clients worldwide rid themselves of a wide variety of problems including phobias, relationships that never seem to work, violence, procrastination, unwillingness to confront people, health and wellness issues, and sexual dysfunction. Her clients have been able to eliminate emotional patterns such as fear, hostility, shyness, anxiety, , worry about what people think of them, and a negative sense of themselves.   Her programs have reached over 150,000 people worldwide. Her work has been featured on the Today Show, Leeza, and many other media outlets. Shelly is a keynote speaker and workshop leader. Her personal vision is to transform the way people parent. She believes that if we raise a conscious generation of children, violence will end, people will treat each other with respect and dignity, and life on this planet will be better for everyone Listen to this informative Sharkpreneur episode with Shelly Lefkoe about eliminating negative beliefs to live the life of your dreams. Here are some of the beneficial topics covered on this week’s show: ●    Why the Lefkoe Method got started. ●    How people do things that are not beneficial to them. ●    Why people can’t change their behavior without changing their beliefs. ●    How people can discover what their limiting beliefs are. ●    Why worrying about what people think keeps you from your authentic self. Connect with Shelly: Guest Contact Info Twitter @recreateyourlife Facebook facebook.com/recreateyourlife Links Mentioned: RecreateYourLife.com LefkoeInstitute.com Learn more about your ad choices. Visit megaphone.fm/adchoices

The Profitable Pastor Ellis Hammond, Kingdom Capitalist – The Sharkpreneur podcast with Seth Greene Episode 468 Ellis Hammond Ellis Hammond moved to San Diego, CA immediately out of college to start a Christian non-profit focused on serving the city of San Diego through leader and spiritual development at the college level. He saw first-hand the challenges, particularly in regard to funding, for non-profits like his own, and began to search for his own ways to wealth in order to support the ventures he was involved in. Ellis is passionate about investing in wealth producing vehicles for long term financial growth and life changing impact.   Listen to this informative Sharkpreneur episode with Ellis Hammond about passive investment opportunities with multifamily complexes. Here are some of the beneficial topics covered on this week’s show: ●    Why you need money to make a big impact. ●    How blue collars families can change their lives with real estate. ●    Why you don’t need to be a millionaire to buy real estate. ●    How you can grow in your faith . ●    Why networking is so important for real estate. Connect with Ellis: Guest Contact Info Instagram @ellishammond_ LinkedIn linkedin.com/in/elllis-hammong-435b40156 Links Mentioned: EllisHammond.com MissionofMultifamily.com Learn more about your ad choices. Visit megaphone.fm/adchoices

The Spikeball Story Chris Ruder, Spikeball Inc. – The Sharkpreneur podcast with Kevin Harrington and Seth Greene Episode 467 Chris Ruder Chris Ruder is the CEO and Founder of Spikeball Inc. The Jonas Brothers, Drake, Julianne Hough, Ryan Seacrest, 21 Pilots, Casey Neistat, and numerous pro sport teams and players have expressed their love for Spikeball. Spikeball’s appearance on Shark Tank was voted as one of the best episodes of all time. ESPN went as far as to say Spikeball is mainstream. Chris started the business 2008 and ran it as a night job for 5 years while keeping his day job as an Advertising Executive. 5 years after its founding, Spikeball hit $1 million in annual sales with zero full-time employees. At that time, Chris quit his day job and went full-time. That was one of the best days of his life. Spikeball’s mission is the create the next great global sport. Tournaments appear on ESPN and take place all over the world. Chris lives in Chicago with his 3 great kids and fantastic wife. He is on the board of I Grow Chicago and the company has donated hundreds of thousands of dollars to help address gun violence, the environment and education. Listen to this illuminating Sharkpreneur episode with Chris Ruder about the company Spikeball Inc. Here are some of the beneficial topics covered on this week’s show: ●    How Spikeball is an international phenomenon. ●    Why selling the company isn’t on the table. ●    How Spikeball has been impacted by COVID-19. ●    Why the name of the sport is actually called round net. ●    How the mission of Spikeball is to the next global sport. Connect with Chris: Guest Contact Info Twitter @spikeballchris @spikeball Instagram @spikeball Facebook facebook.com/spikeball LinkedIn linkedin.com/in/chrisruder Links Mentioned: spikeball.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Black Belt Leadership John Terry, Black Belt Leadership – The Sharkpreneur podcast with Seth Greene Episode 466 John Terry John Terry is a 2X martial arts hall of fame inductee who is passionate about teaching people to become Black Belt Leaders in Life.   John is the author of four books, and his latest, Black Belt Leadership 101, debuted as a #1 New Release on Amazon in late March, 2020 and remained on the Amazon Best Sellers list for over two months.   John is the founder of Black Belt Leadership, a results-focused coaching and training organization, teaching leadership, communication, sales & marketing. He’s also an Executive Director and President’s Advisory Council Member with The John Maxwell Team, a DISC-Certified Human Behavior Consultant, and a Real-Life Management Master Coach & Trainer. He’s traveled extensively over a 30+ year career and has spoken and trained internationally, including the Caribbean, Guatemala, Zambia, and Cameroon where he’s taught leadership conferences and trained hundreds of business professionals, along with their staff, to pursue life with Black Belt Excellence.     John loves to ask the question, “Why just be a leader, when you can be a Black Belt Leader and live life with Black Belt Excellence?” Listen to this informative Sharkpreneur episode with John Terry about becoming a Black Belt Leader in life and business. Here are some of the beneficial topics covered on this week’s show: ●    How Black Belt Leadership 101 came from personal introspection. ●    Why most people don’t think they have what it takes to be a leader. ●    How people can grow themselves into being a leader. ●    Why people need to embrace a learning lifestyle. ●    How the Black Belt symbolizes dedication to lifelong learning. Connect with John: Guest Contact Info Facebook facebook.com/beablackbeltleader LinkedIn Linkedin.com/in/johnterry3 Links Mentioned: beablackbeltleader.com beablackbeltleader.com/store.html blackbeltleadership.thinkific.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Mentor to Millions Kevin Harrington and Mark Timm – The Sharkpreneur podcast with Seth Greene Episode 465 Kevin Harrington and Mark Timm Kevin Harrington has been a successful entrepreneur for over 40 years. He’s an orginal “Shark” on the Emmy-winning TV show, Shark Tank. He is also the inventor of the Informercial, As Seen On TV Pioneer, Co-Founder of the Electornic Retailers Association, Co-Founding board member of the Entrepreneurs’s Organization, and Co- Mark Timm’s businesses have been built with international footprints in more than a dozen countries and powered by global supply chain connections and across diverse industries from retail to wholesale and from product manufacturing to digital marketing and real estate. Mark knows what it’s like to leverage exponential thinking to multiply success—he started a retail gift company out of his garage and grew it to become a multi-million-dollar enterprise and the #1 supplier of its kind in North America. One of his enterprises achieved recognition as the runner-up for The National Small Business of the Year presented by President Bush, while another venture became one of the top 100 retailers on Amazon. Listen to this illuminating Sharkpreneur episode with Kevin Harrington and Mark Kimm about their new book Mentor to Millions. Here are some of the beneficial topics covered on this week’s show: ●    How Kevin and Mark were both mentored by Zig Ziglar. ●    Why you need to have the courage to ask for a mentor. ●    How you should be your mentor’s best student. ●    Why mentors should turn things down if it’s not their expertise. ●    How you have to teach other people what you have learned. Connect with Mark: Guest Contact Info Website marktimm.com Twitter @themarktimm Instagram @themarktimm Facebook facebook.com/themarktimm LinkedIn linkedin.com/in/mark-timm Links Mentioned: kevinmentor.com Learn more about your ad choices. Visit megaphone.fm/adchoices

The Top Producing Insurance Salesman Who Doesn’t Sell Brian Greenberg, True Blue Life Insurance – The Sharkpreneur podcast with Seth Greene Episode 464 Brian Greenberg Brian J. Greenberg has founded businesses in e-commerce, marketing, and financial services. He has generated over $50 million in revenue from his businesses, collected over 10,000 reviews and testimonials from customers, been named one of the most creative people in financial services, and has been called The Salesman Who Doesn’t Sell. With so much success, Brian decided to teach others, writing The Salesman Who Doesn’t Sell. A Marketing Guide to Selling While You Sleep. Now Brian teaches others through his book, his content and his website. As a multifaceted entrepreneur, Brian believes in building integrity into everything he does, operating a business for the long term with a strong reputation, and a commitment to exceptional customer service. Listen to this informative Sharkpreneur episode with Brian Greenberg about being a top salesperson without selling. Here are some of the beneficial topics covered on this week’s show: ●     Why collecting reviews on your website helps with your conversion rates. ●     How True Blue Life Insurance has evolved over the years. ●     Why life insurance is one of the most competitive businesses out there. ●     How people are staying home and buying life insurance during COVID-19. ●     Why people should buy term life insurance because it’s uncomplicated. Connect with Brian: https://www.truebluelifeinsurance.com  Twitter @greenbergbrian Facebook facebook.com/bjginc LinkedIn linkedin.com/in/brianjaygreenberg Links Mentioned: Download the Free Ebook brianjgreenberg.com/shark Learn more about your ad choices. Visit megaphone.fm/adchoices

Recruiting Trends in the Financial Services Industry David and Jeff Testerman, Brokerhunter – The Sharkpreneur podcast with Seth Greene Episode 463 David and Jeff Testerman       David and Jeff Testerman are both Managing Partners and Co-Founders of Brokerhunter. Brokerhunter was founded in 1999 and has become a leading destination for Financial Services Jobs and Talent with an emphasis on Management and Community. Their clients are from coast to coast, representing small local branches and national enterprise level firms. They have over 40 years combined industry experience in helping out financial services candidates. Listen to this informative Sharkpreneur episode with David and Jeff Testerman about using Brokerhunter to recruit people in the Financial Services Industry. Here are some of the beneficial topics covered on this week’s show: ●    How Brokerhunter started as an job board for the finance industry. ●    How they can introduce clients to advisors through their LinkedIn career group. ●    Why it’s difficult to in the Financial Services Industry with nothing. ●    How there have been different disruptions in the Financial Services Industry. ●    Why it’s fulfilling to help people better themselves, their careers, and their families. Connect with David and Jeff: Guest Contact Info Twitter @brokerhuntercom LinkedIn linkedin.com/injtesterman1 linkedin.com/in/davidesterman Links Mentioned: Learn more about your ad choices. Visit megaphone.fm/adchoices

The Protected IRA Program Paul Himmelstein, – The Sharkpreneur podcast with Seth Greene Episode 462 Paul Himmelstein Paul Himmelstein, CLU, ChFC, the Advanced Sales and Marketing Director, began his career in 1978 with Prudential Insurance Company. In 1980, he began his own financial planning firm, Himmelstein & Associates, specializing in estate, business, and retirement planning. From 1994 until 2003, Paul was the Regional Manager for ING and Washington Square Securities (now known as ING Financial Partners) in the state of Connecticut. Paul also has his series 7, series 24, series 63, Life, Health, and Variable Insurance products licensing. Paul's combination of over 30 years of experience and education in both, the retail and brokerage sides of financial planning has prepared him with the skills and knowledge to be an excellent resource to other advisors and agents. Knowing what it takes to be a great financial advisor, Paul is always interested in helping and educating others in his field. Listen to this informative Sharkpreneur episode with Paul Himmelstein about the protected IRA plus program. Here are some of the beneficial topics covered on this week’s show: ●    Why the largest untapped resource the government has is our qualified money. ●    How the stretch IRA just pushes back the inevitability of paying taxes. ●    Why you need to decide if your IRA is for you and your family or the IRS. ●    How the three components to the protected IRA plus program work for you. ●    Why people can end up having to pay more in taxes when their spouse dies. Connect with Paul: Guest Contact Info LinkedIn linkedin.com/in/paul-himmelstein-08a0b37 Links Mentioned: Himmelsteinfinancial.com Learn more about your ad choices. Visit megaphone.fm/adchoices

How to Sell More with a Unique, Irresistible Guarantee! Featuring Tom Matzen of Entrepreneur Empowerment – The Sharkpreneur podcast with Seth Greene Episode 461 Tom Matzen Tom is hired to build seven and eight figure enterprises by helping Authority entrepreneurs package their wisdom and knowledge and build a global movement in the process. He has started some 87 businesses of his own, seven to seven figures and beyond. More importantly, his personal coaching clients have generated more than one hundred million in sales in dozens of industries. He has made more mistakes on his own businesses, however, than most people make in a lifetime. He has made and lost millions, several times over.  Tom shares his authentic self with podcast communities around the globe with real-life stories of glorious triumphs and colossal failures of how he has made and lost millions. Leveraging this priceless knowledge, he is on a mission to empower 10,000 Authority Entrepreneurs to build 7 and 8-figure businesses by December 2024. Listen to this informative Sharkpreneur episode with Tom Matzen about helping entrepreneurs who are impact driven create global movements. Here are some of the beneficial topics covered on this week’s show: ●    Why you need to narrow down your target audience when starting a business. ●    How you need to create high ticket programs that guarantee results for clients. ●    Why screening and qualifying is easier than pitching and pursuing clients. ●    How entrepreneurs need to be focused on outcomes and results for their clients. ●    Why masterminds are so impactful for business when they are done right. Connect with Tom: Guest Contact Info Twitter @ravingfans4life Instagram @bizgolfer Facebook facebook.com/tom.matzen LinkedIn linkedin.com/in/tommatzen Links Mentioned: quantumbizgolf.isrefer.com/go/scholarship/Sg0711/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Turning a Problem into a Multi-Billion Dollar Business Ryan Coon, Avail                                                – The Sharkpreneur podcast with Seth Greene Episode 460 Ryan Coon Ryan Coon is an entrepreneur and co-founder & CEO of Avail, an all-in-one software solution designed for do-it-yourself (DIY) landlords that is used by more than 600,000 landlords and tenants across the United States.  Ryan has a hardworking spirit and together with his co-founder, Laurence Jankelow, they developed the idea for their company Avail on a napkin that now solves the needs of thousands of landlords and renters. Prior to founding Avail, Coon was an investment banking associate at BMO Capital Markets. He left this high paying job to travel, learn to code and launch a tech startup that solves the need of a previously left out market, the DIY landlord.  Avail improves lives for both landlords and renters. For landlords, it allows them to set their income properties on autopilot. They ultimately spend less time managing their rentals and more time doing things they love. For renters, it’s all about giving them access to functionality they want, like the ability to improve their credit scores by paying rent on-time and online. Avail differs from other software developers because they have a team of both landlords and renters building the product. Avail is creating a better rental experience for landlords and tenants. They do this by providing the tools landlords need to make renting as easy as possible, including listing properties, rental applications, creating and signing digital lease agreements, collecting rent, and managing maintenance tickets—all online. This solves the problems landlords have, enhances the experience for tenants and improves the lives of both. Listen to this informative Sharkpreneur episode with Ryan Coon about using Avail to create a better experience for landlords and tenants. Here are some of the beneficial topics covered on this week’s show: ●    How half of the rentals in the U.S. are owned and managed by individuals. ●    Why extra work for an individual landlord creates a poor experience for renters. ●    Why building a great product without marketing doesn’t lead to making sales. ●    How landlords use Avail for the customer support and personal interaction. ●    Why Avail decided to grow and serve not only landlords but their customers too. Connect with Ryan: Guest Contact Info Twitter @helloavail Instagram @helloavail Facebook facebook.com/helloavail Links Mentioned: Avail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Making Money Funny Bob Wheeler, The Money Nerve – The Sharkpreneur podcast with Seth Greene Episode 459 Bob Wheeler Bob Wheeler is a man of true integrity with infections energy. His crusade for personal growth has cross-pollinated with his accounting practice to create a new approach to personal finances. His passion is to help others gain insights about how their emotions trigger financial decisions. Combining finances with behaviors, Bob explores his personal concept of creating a healthy relationship with money in his recent book, The Money Nerve. While strengthening his accounting practice, Bob has simultaneously pursued his love of satire and ventured into the realm of standup comedy. From his thirty years of helping clients, Bob has distilled a concoction of warmth, humor, information, motivation, and budgeting directives that he offers to anyone with financial concerns. He is also currently the CFO for The World Famous Comedy Store. Bob’s world travels have led him to high altitudes. He has climbed Mr. Kilimanjaro, ascended to Mount Everest Base Camp, and hiked several smaller mountains in between. With char and humor, his experiences on the road, in the office, or running a Greek marathon, feed his wit as a stand-up comic and financial motivator. Listen to this informative Sharkpreneur episode with Bob Wheeler about using comedy as a financial motivator. Here are some of the beneficial topics covered on this week’s show: ●    Why comedy can be used as an excellent tool to break down barriers. ●    How people carry money shame because of their previous money choices. ●    Why being aware of your issues can help you deal with making decisions. ●    How you need a healthy relationship with money and what that looks like. ●    Why you are more than your accomplishments and your bank accounts. Connect with Bob: Guest Contact Info Twitter @TheMoneyNerve Instagram @themoneynerve Facebook facebook.com/TheMoneyNerve LinkedIn linkedin.com/in/bob-wheeler-88029512 Links Mentioned: themoneynerve.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Viral Mommy Blogger Talks About How to Collect People Rachel Miller, – The Sharkpreneur podcast with Kevin Harrington and Seth Greene Episode 458 Rachel Miller Rachel Miller is a lifetime learner, giver of hugs and kisses, mom to a van full, and an online entrepreneur. She has built several multiple 6-figure and 7-figure businesses, authored multiple books, which EACH sold more than 100,000 copies. She now helps other businesses grow engagement for their brands - she has helped 49 Businesses get their content in front of more than 10,000,000 people with virtually no ad spend! Listen to this illuminating Sharkpreneur episode with Rachel Miller about collecting people to build an audience. Here are some of the beneficial topics covered on this week’s show: ●    How your number of followers doesn’t always equate to a high income for you. ●    Why you should use “I am” statements that your audience would use themselves. ●    How you need to make clients aware you exist and connect with your audience. ●    Why you need to love, serve, and sell to your clients who are already connected. ●    How you can’t stop at the sale and you need to get your clients results as well. Connect with Rachel: Guest Contact Info Instagram @rachelmillermarketing Facebook facebook.com/groups/pagestrategies @moolahMarketer Learn more about your ad choices. Visit megaphone.fm/adchoices

Taking on the 800lb Gorilla in Your Niche Chas Wilson, Master Networks – The Sharkpreneur podcast with Seth Greene Episode 457 Chas Wilson Chas Wilson works with entrepreneurs on a local level, educating them, equipping them, and empowering them with the tools they need so they can look towards leaving a legacy beyond the business. He speaks to audiences nationwide, training them with the best models and methods to use to achieve success in their business. Chas believes that the failure rate for small businesses is unacceptable. His mission is to provide entrepreneurs with the support and the network they need to make their business more than just a means to make a living -- he wants them to be able to leave a legacy. What they’re doing isn’t small, and it’s not about them -- it’s about the people they can help. And he will help them get there. Listen to this informative Sharkpreneur episode with Chas Wilson about organizing business groups in local communities. Here are some of the beneficial topics covered on this week’s show: ●    Why you need to be intentional about who you connect with for your business. ●    How enhancing relationships with education creates long-term clients. ●    Why referrals through relationships yield the best customers for your business. ●    How there are five business disciplines and one master skill to grow businesses. ●    Why you need a network and can’t build a company without connections. Connect with Chas: Guest Contact Info Instagram @chaswilsonceo_ Facebook @chaswilsonceo @MasterNetworksInc LinkedIn linkedin.com/in/chaswilson YouTube youtube.com/user/ChasWilson311 youtube.com/user/MasterNetworks1 Links Mentioned: Masternetworks.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Beating the New IRA Tax Death Jim Lange, Lange Financial Group – The Sharkpreneur podcast with Seth Greene Episode 456 Jim Lange Jim Lange is a CPA, Attorney and Financial Advisor. His estate and tax planning strategies have been endorsed by TheWall Street Journal (36 times), Newsweek, Money Magazine, Smart Money, Reader’s Digest, Bottom Line, Kiplinger’s, and most recently, Forbes Magazine. Jim has authored five peer-reviewed articles in Trusts & Estates. He is a regular columnist for Forbes.com, and his expertise on Roth IRA conversions was solicited for an article in the February 2019 issue of Forbes magazine. With 35 years of retirement and estate planning experience, Jim and his team have drafted 2,680 wills and trusts, as well as sophisticated beneficiary designations for IRAs and other retirement plans using Lange’s Cascading Beneficiary Plan. They have also administered hundreds of estates whose families have benefitted from these plans. Jim is the author of eight best-selling books, including three editions of Retire Secure!, endorsed by Charles Schwab, Larry King, Ed Slott, Jane Bryant Quinn, Roger Ibbotson, and 50 other experts; The Roth Revolution, endorsed by Ed Slott, Natalie Choate, and Bob Keebler; The $214,000 Mistake, How to Double Your Social Security and Maximize Your IRAs endorsed by Larry Kotlikoff, Jonathan Clements, Paul Merriman, and Elaine Floyd; and The IRA and Retirement Owner’s Guide to Beating the New Death Tax endorsed by Burton Malkiel, Jack Tatar, Bill Losey, and Stephan Leimberg. Jim created The Roth IRA Institute—offering professionals in the industry advice and recommendations. His proof of the tax and estate planning advantages of Roth IRA conversions has been peer-reviewed by the top tax journal of the American Institute of . Further, all 15 IRA experts interviewed on his radio show have indicated that most taxpayers, at some point, will benefit from a Roth IRA conversion—and that was before today’s favorable new tax brackets made Roth IRAs even more advantageous. Listen to this informative Sharkpreneur episode with Jim Lange about beating the new death tax. Here are some of the beneficial topics covered on this week’s show: ●    How providing relevant content and pursuing the press helps gain endorsements. ●    Why helping people and the satisfaction of doing a good job feels the best. ●    How your should be so good that you can outspend your competitors. ●    Why you need to stay in front of your clients and keep in touch to serve them. ●    How the best way to obtain new clients is through in-person workshops. Connect with Jim: Guest Contact Info Twitter @rothguy Facebook facebook.com/RothRevolution LinkedIn linkedin.com/in/jameslangecpa YouTube youtube.com/user/retiresecure Links Mentioned: paytaxeslater.com Learn more about your ad choices. Visit megaphone.fm/adchoices