Episode 255: How to Build a Memorable Financial Brand

Episode 255: How to Build a Memorable Financial Brand

0 views · May 13th, 2026

What if your message sounds just like everyone else, and that’s why clients aren’t choosing you? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Jody Lowe, Founder of The Lowe Group, who explores how financial advisors can stand out in an increasingly crowded and digital-first marketplace. Jody explains why earned media, thought leadership, and clear messaging are more important than ever as search behavior shifts, and generative AI prioritizes third-party validation over corporate content. Key Takeaways: → Generative AI and search trends increasingly prioritize third-party media mentions over company-owned content, making PR more critical than ever. → Advisors must clearly define who they serve, how they serve them, and what makes them different in order to stand out. → Overreliance on templated or AI-generated messaging can lead to indistinguishable brands that fail to resonate with ideal clients. → Real client stories and relatable examples help demonstrate value more effectively than technical jargon or abstract claims. → Strong communicators prepare clear, focused messages and deliver them conversationally, rather than relying on scattered talking points. Jody Lowe is president and founder of Lowe Group, an award-winning financial PR, investment communications, and digital marketing firm. As an entrepreneur who has spent her entire career in the financial services industry, Jody Lowe shows up every day to help her clients build brand awareness and achieve their PR and marketing goals. She has cultivated strong relationships with top-tier media and helps leading asset management, RIAs, and financial services firms build their brands, grow assets, and gain market share. Connect With Jody: YouTube: https://www.youtube.com/@LoweGroup-dv2pz Instagram: https://www.instagram.com/lowegroup.pr Bluesky: https://bsky.app/profile/thelowegroup.bsky.social LinkedIn (Company): https://www.linkedin.com/company/the-lowe-group-llc/ LinkedIn (Personal): https://www.linkedin.com/in/jody-lowe/

Episode 1284: The Future of B2B Marketing on LinkedIn

1 views · May 13th, 2026

What if the platform you think is too expensive is actually your most profitable channel? In this episode of Sharkpreneur, Seth Greene interviews Anthony Blatner, Managing Director at Speedwork Social, who explains how LinkedIn advertising has evolved and why it often delivers higher-quality leads despite higher upfront costs. He shares new strategies, including thought-leader ads, improved attribution tracking, and ways B2B marketers can use LinkedIn to drive demand and scale their pipelines more effectively. Key Takeaways: → LinkedIn is best for reaching niche professionals at scale. → Cost per quality is more important than cost per click. → Personal LinkedIn profile ads outperform company page ads. → LinkedIn was less affected by iOS tracking changes than Meta. → AI is changing how marketers design and analyze campaigns. Anthony Blatner is the Founder and Managing Director of Speedwork Social. This LinkedIn-focused B2B growth agency helps mid-market and enterprise SaaS companies drive revenue through high-performance LinkedIn advertising. Anthony also hosts the LinkedIn Ads Radio podcast, where he interviews LinkedIn product leaders and top B2B marketers about what is working on the platform today. He is a LinkedIn Learning Instructor for B2B Marketing on LinkedIn and teaches LinkedIn Ads Smart Tips & Tricks. Connect With Anthony: Website: https://speedworksocial.com/ LinkedIn: https://www.linkedin.com/in/anthonyblatner/ https://www.linkedin.com/company/speedwork/

Episode 1283: Why Traditional Financial Advice Fails Entrepreneurs

2 views · May 11th, 2026

What if the financial advice you’ve been following is holding you back? In this episode of Sharkpreneur, Seth Greene interviews Garrett Gunderson, Wealth Liberation Expert and Best-Selling Author, who challenges traditional financial advice and explains why entrepreneurs need a fundamentally different approach to money, investing, and growth. He shares how mindset, cash flow strategy, and investing in yourself can create sustainable wealth and true financial independence. Key Takeaways: → Scarcity thinking leads entrepreneurs to shrink rather than grow. → Traditional financial advice often conflicts with entrepreneurial success. → Financial independence comes from consistent cash flow, not just from assets. → Investing in skills and capabilities often outperforms traditional investments. → Focus drives growth, whereas diversification protects wealth. Garrett Gunderson helps entrepreneurs build wealth with less stress, without sacrifice, and without being suffocated by spreadsheets that look like they were designed by NASA. Known as “Money Jesus,” Garrett uses humor, storytelling, and practical strategy to make money actually make sense. His Amazon Prime comedy special, The American Ream, proves he can turn even the driest financial concepts into something hilarious and unforgettable while still delivering life-changing insight. He’s also a rare advisor who helps entrepreneurs save on taxes and keep way more of what they earn without cutting back. Garrett started his first business at 15 and earned the SBA Young Entrepreneur of the Year award. He later entered the field of finance. He quickly realized the truth: no one teaches entrepreneurs the wealth strategies that actually work. After navigating the 2000 crash with brutal honesty, he devoted his life to studying what the wealthy really do, which led to his signature Rockefeller Method. Today, he helps entrepreneurs achieve financial freedom without sacrificing the life they’re building. Connect With Garret: Website: https://garrettgunderson.com/

The Ultimate Door Opener For Financial Advisors & Professional Practices

2 views · May 10th, 2026

Want a steady flow of qualified, high-net-worth prospects without begging for referrals or wasting money on sponsorships? In this training, Seth Greene breaks down the Ultimate Door Opener Flywheel: a simple, repeatable way to access closed networks (associations, alumni groups, hobby groups, COIs) using a podcast-first trust strategy that gets you invited in. You’ll learn: The referral-rate reality check (and why “referral-based” is usually a myth) How to use a podcast interview to build instant authority with group leadership The “Top of Desk Awareness” move that keeps you unforgettable A monthly nurture cadence that turns “nice to meet you” into “how can I help you?” Practical compliance notes for advisors + firms Chapters 00:00 – The #1 marketing problem for advisors 02:40 – Calculate your real referral rate (quick math exercise) 06:20 – Where the best offline client networks are hiding (associations + groups) 08:30 – The Ultimate Door Opener Flywheel (overview) 09:58 – “Magic tumbler” + Top of Desk Awareness 12:05 – Monthly gift + card nurture (what works, what backfires) 15:10 – COI marketing reimagined (why this wins) 19:40 – How to implement in your practice (next steps) 23:07 – Compliance: how this gets approved 25:16 – What happens after the first 10 episodes? Resource mentioned: bookwithseth.com Disclaimer: This content is for educational purposes only and is not financial, legal, or compliance advice. Always follow your firm’s policies and approval process.

Episode 1282: What Business Buyers with $200M are Looking For

0 views · May 6th, 2026

The real reason your business isn’t scaling may surprise you. In this episode of Sharkpreneur, Seth Greene interviews Robert Indries, Managing Partner at Elkridge Advisors, who explains how his firm helps business owners grow, optimize, and ultimately exit by identifying systemic issues, improving operations, and increasing company valuation. He highlights the critical roles of financial analysis, operational independence, and an outside perspective in transforming a business into a scalable, sellable asset. Key Takeaways: → Scaling is easier when starting from an established revenue base. → Every recurring issue in a company indicates a missing system. → A business that depends on the owner is not yet a true asset. → External guidance is necessary to break through growth plateaus. → Real growth comes from optimizing structure, not just increasing revenue. Robert Indries is an internationally recognized entrepreneur and business strategist who has generated over $500 million in results for his clients over the past decade. Featured by Entrepreneur.com as an “International Tycoon,” he owns eight businesses producing consistent seven-figure revenues, with operations spanning four continents and serving thousands of clients worldwide. With a background in hardware engineering, Robert has led more than 200 innovative projects across 19 industries, helping companies improve key performance metrics and achieve strong returns. He has traveled over 100,000 miles to deliver keynote presentations in three languages to audiences around the globe. Today, he leverages his expertise in engineering and scalable systems to help clients maximize value in mergers and acquisitions. A devoted family man, Robert prioritizes meaningful time with his loved ones. Connect With Robert: Website: https://elkridgeadvisors.com/ LinkedIn: https://www.linkedin.com/in/robertindries/

Bonus Episode: How Bill Good Marketing Doubles Advisor Production

0 views · May 6th, 2026

Why most advisors are drowning in marketing activity but starving for real results, and how to fix it before your pipeline runs dry. In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Matt Hicken, Senior Vice President of Consulting at Bill Good Marketing, who has coached hundreds of advisors and built practices from the ground up. In this discussion, Matt explains how Bill Good shifted from cold calling and direct mail to a system of documented best practices across 12 marketing channels, team structure, CRM, and branding. He details the key figures, the mistakes that hurt seminar ROI, and the step-by-step solutions that turn activity into assets. Key Takeaways: → Why most firms drown in tactics but starve for leads and how to pick winners. → How to diagnose seminars that aren’t producing and the benchmarks to aim for. → How to identify which campaigns to scale and which to stop. → Why the best ideas should become best practices that you can repeat across markets. → The biggest myth about Bill Good Marketing and how the platform now covers the whole practice, not just marketing. Matt Hicken is the Senior Vice President of Consulting and Triple Double Architect at Bill Good Marketing. During his nearly 14 years running an advisory business, Matt and his team tripled their output, growing from $500k annually to $4.5 million. In that time, they also made a major shift, moving from a 50% transactional model to a fee-based business. Matt has over 23 years of combined experience working with advisors in practice management and consultative roles. He has traveled across North America, collaborating with some of the biggest advisory firms to analyze and overcome plateaus. Matt understands the industry and the unique challenges large teams face in running a business. He possesses the tools, processes, and real-world experience of building a business managing over half a billion dollars. Connect With Matt: Website: https://www.billgoodmarketing.com/ Facebook: https://www.facebook.com/BillGoodMarketing/ LinkedIn: https://www.linkedin.com/company/bill-good-marketing/

Episode 1281: Why Profit Isn’t What You Think It Is

0 views · May 4th, 2026

What if your “profit” figure is giving you a false sense of security? In this episode of Sharkpreneur, Seth Greene interviews Jay Aldebert, Chief Growth Officer at International Services, Inc., who explains that traditional accounting often overlooks critical financial realities, including debt service, working capital, and true profit requirements. He also shares how his system helps business owners uncover hidden financial gaps, improve decision-making, and build stronger, more sustainable companies. Key Takeaways: → Most business owners treat profit as an afterthought rather than a necessity. → Accounting focuses on history, while finance focuses on what a business needs to do to survive. → Debt service is often overlooked in profit calculations but is critical to survival. → Financial reports are lagging indicators and don’t inform real-time decisions. → Every business has a minimum required profit determined by its financial structure. Jay Aldebert is the architect behind a growing movement to replace traditional accounting as the primary decision-making system for business owners. After 25 years inside a $250 million consulting organization and conducting more than 86,000 field analyses, Jay concluded that most owners operate in financial fog, relying on backward-looking reports that fail to guide the future. He created Return to Owner (RTO), a performance system focused on operational control, profit engineering, and exit readiness—measuring success by what the owner actually takes home. Drawing on one of the largest real-world datasets of privately held businesses, Jay has identified why companies stall and profits disappear. Through his platform Profit by Design, he helps owners gain clarity, increase profitability, and build businesses that deliver real financial outcomes. Connect With Jay: Website: https://profitbydesignconsulting.com/ Instagram: https://www.instagram.com/jayaldebert/ TikTok: https://www.tiktok.com/@jay.aldebert LinkedIn: https://www.linkedin.com/in/jaybaldebert/ YouTube: https://www.youtube.com/@jay_aldebert

Episode 254: The Truth About Apartment Investing Today

0 views · April 29th, 2026

What if the biggest risk in real estate investing isn’t the market, but the way you’re thinking about it? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Dwight Dunton, Founder and CEO of Bonaventure, who shares how his career began with a leveraged buyout of a struggling apartment complex and evolved into a multifaceted investment platform focused on disciplined execution and aligned capital. He breaks down the realities of market cycles and debt strategies and explains how investors can avoid costly mistakes while building sustainable wealth through multifamily real estate. Key Takeaways: → Building wealth in multifamily real estate is less about short-term flips and more about holding quality assets that generate consistent, compounding returns over time.   → Using long-term, fixed-rate financing helps investors survive economic downturns and avoid being forced out during market cycles. → Market success is driven less by job growth headlines and more by how many new units are being built. → Making decisions purely for tax benefits can lead to poor outcomes; investments must stand on their own merits first. → Renovating existing properties and improving operations can create strong returns, especially when new development is constrained.   Dwight Dunton is the Founder and CEO of Bonaventure, a respected multifamily investment firm. The company advises family offices and high-net-worth clients on building and preserving long-term wealth through multifamily real estate. Bonaventure focuses on development, investment, management, and tax-advantaged strategies across the Mid-Atlantic and Southeast.   Connect With Dwight: Website: https://bonaventure.com/ LinkedIn:⁠ https://www.linkedin.com/in/dwightdunton/⁠

Bonus Episode: The Dugout Mugs Journey: Turning a Baseball Bat into a Multi-Million Dollar Brand

0 views · April 29th, 2026

What happens when a simple, innovative idea becomes a $55 million business? In this episode of Sharkpreneur, Kevin Harrington and Seth Greene speak with Kris Dehnert, the founder of Dugout Mugs, who shares the incredible story of turning a baseball bat into one of the coolest and most successful drinking mugs in the world. From scaling the business by triple digits to leveraging unique customer acquisition strategies, Kris walks us through his journey of success, challenges, and growth. He also reveals how he diversified the product line and the lessons learned along the way, building a brand that is now a household name in the sports industry. Key Takeaways: → The importance of focusing on the right metrics, like customer experience. → Creative strategies for gaining customers through email and text messaging. → The role of feedback and customer insight in shaping product offerings and business direction. → How to build a brand with strong customer service and high engagement. → Why creating a lifestyle business gives entrepreneurs freedom to travel and enjoy life. Kris Dehnert is the CEO and owner of Dugout Mugs®, a company that makes unique, MLB-licensed products for baseball fans. He is also the founder of Dehnert Media Group and a seasoned entrepreneur with over 15 years of experience in various industries, including real estate, apparel, hard goods, and affiliate marketing. With a focus on e-commerce and social media, Kris has generated over $65 million in online sales. At Dehnert Media, he advises businesses on improving their sales, marketing, eCommerce, and social media strategies, emphasizing fun, efficient systems and maximizing time and network value. Kris also runs Bigg Golf, a venture dedicated to manufacturing innovative golf products. Kris is passionate about finding businesses with potential and helping them thrive with his expertise and vision. Connect With Kris: Dugout Mugs: https://dugoutmugs.com/? Denhert Media Group: https://www.dehnertmediagroup.com/ Bigg Golf: https://bigggolf.com/ Instagram: https://www.instagram.com/dugoutmugs X: https://x.com/KrisDehnert Facebook: https://www.facebook.com/DehnertMediaGroup

Bonus Episode: Unlocking the Zenith Mind Breakhrough

0 views · April 27th, 2026

What if the most powerful tool in your business was the one that truly understood you better than you understand yourself? In this episode of Sharkpreneur, Kevin Harrington and Seth Greene interview Rich Schefren, owner of Strategic Profits, who discusses his most personal and groundbreaking innovation yet: Zenith Mind. Known as the "guru to the gurus," Rich has helped many entrepreneurs scale—but when he faced his own internal challenge, he turned to AI to develop a tool that would understand him deeply. What began as a personal solution has grown into a transformative system that combines self-awareness, performance psychology, and AI-powered mentorship. Key Takeaways: → Why AI’s biggest strength is pattern recognition. → Why most advice falls short, and how personalized AI flips the script. → How the Zenith Mirror Score shows how well your AI knows you. → How AI can expose lifelong personal patterns that most don’t even realize they are repeating. → The ultimate vision: AI as a therapist, business strategist, partner, and friend. Rich Schefren is widely recognized as an Internet marketing pioneer and one of the world’s leading experts in online business strategy. As the founder of Strategic Profits in 2005, Rich has made it his mission to turn struggling opportunity seekers into successful entrepreneurs. Throughout his career, he has coached some of the world's top online business gurus and helped his clients increase their revenues by billions of dollars. Rich has a proven track record of success, having grown three of his own businesses to 7-figure annual revenues. He is credited with authoring the first “viral” free business report and popularizing online business coaching in 2005. In 2009, he invented the first automated webinar, further revolutionizing the online business landscape. With his deep understanding of business strategy, Rich continues to be a key influencer in the world of online entrepreneurship. Connect With Rich: Website: https://richschefren.com/ Instagram: https://www.instagram.com/therealrichschefren/ X: https://x.com/richschefren Facebook: https://www.facebook.com/StrategicProfitsHQ LinkedIn: https://www.linkedin.com/in/rich-schefren/

Episode 1280: The Physician’s Path to Time Freedom

0 views · April 22nd, 2026

What if the career you worked hardest for is actually the thing keeping you stuck? In this episode of Sharkpreneur, Seth Greene interviews Chirag Chaudhari, MD, Emergency Physician, Real Estate Syndicator, Investor Educator, who shares how he transitioned from trading time for money in a high-income medical career to building scalable wealth through passive investing and disciplined due diligence. He breaks down how he has helped over 250 physicians access alternative investments, mitigate risk, and move toward true financial freedom. Key Takeaways: → Passive investing allows your money to work without requiring additional time from you. → Traditional retirement vehicles can limit growth relative to alternative investments. → The best investors focus on mitigating downside risk before pursuing upside. → Transparency and communication are non-negotiable in any investment partnership. → Financial freedom changes how you show up in your career because you choose to work rather than needing to. Dr. Chirag Chaudhari is an emergency medicine physician turned real estate syndicator, known as the “Physician Fiduciary” for busy professionals. After years in medical leadership, he shifted careers after a defining “no,” prompting him to rethink his definition of success and begin what he calls his real estate fellowship. What began with a few rental properties alongside his wife has grown into a portfolio of 787 units spanning multifamily conversions, land syndications, ground-up construction, short-term rentals, and oil and gas funds. For Chirag, investing is about more than numbers. He treats each deal with the same care as a physician, conducting thorough due diligence so professionals can invest confidently, without added stress. His journey reflects resilience and a mission to help others achieve financial freedom. Connect With Chirag: Website: https://thesyndicationdoctor.com/

Episode 253: Why Bitcoin Is Changing Wealth Management

0 views · April 22nd, 2026

What happens when a traditional financial planner realizes the old playbook no longer fits the future of wealth preservation? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Eric Runge, founder of Family Office Bitcoin, who breaks down his firm’s approach to risk-managed Bitcoin exposure, including downside-protected ETF strategies, and explains why he draws a sharp line between Bitcoin and the broader crypto market. Runge also touches on portfolio construction, family office dynamics, and the realities of building trust in institutional circles. Key Takeaways: → When advisors offer the same portfolios and products, it becomes difficult to differentiate and demonstrate unique value to clients. → Breaking away from traditional firms allows advisors to choose their own strategies, vendors, and direction. → A distinction is made between Bitcoin and the broader crypto market, with Bitcoin seen as a unique asset due to its scarcity and structural properties. → Using tools like downside-protected ETFs and risk signals allows advisors to participate in Bitcoin’s upside while attempting to reduce volatility. → Institutional clients prioritize governance, trust, and long-term capital preservation, often evaluating the advisor as much as the strategy. Eric Runge is the founder of Family Office Bitcoin, a Registered Investment Advisor serving family offices managing $50M+ in assets. He doesn't pitch crypto. He builds institutional-grade Bitcoin portfolios designed for the kind of long-term capital allocators who measure success in generations, not quarters. Connect With Nathaniel: Website: ⁠https://familyofficebitcoin.com/⁠ LinkedIn: ⁠https://www.linkedin.com/in/eric-runge-veritas/⁠

Professional Practices Podcast Marketing Testimonial | Link Below | Free Training

336 views · April 21st, 2026

https://www.yourdream50.com/ultimate-door-opener-february0?utm_source=YTJR Most people think getting new clients is about pitching harder. But what if it was actually about starting the right conversations? Listen to what happened when one of our clients had a simple conversation that turned into a lunch meeting with a CFO who works with doctors and dentists. “It was very good. She's providing CFO services for mostly doctors and dentists, and she happens to be in the same town that I'm in. Afterwards I said, “We should get together, since we're both right here, you know, let's have a cup of coffee sometime.” She says, “Let's put it on the calendar right now.” So next week we're having lunch. But it went very well, and she was delighted. All the guests have loved it.” If you'd like to start having more of these kinds of conversations that naturally lead to meetings and opportunities, we can help. Click the button below and register for our live Ultimate Door Opener training where I teach you our exact process that has generated over 7,033 relationships just like this one.

Episode 1279: From Pickup Artist to Sales Psychology Expert

0 views · April 20th, 2026

If your prospects aren’t making decisions as they used to, it may not be your offer; it may be how their brains process it. In this episode of Sharkpreneur, Seth Greene interviews Paul Ross, Elite Sales Trainer, who shares how his background in hypnosis and NLP led to a breakthrough understanding of how decisions are made and why most salespeople target the wrong part of the brain. He explains how language patterns, focus, and suggestion can help entrepreneurs and financial professionals dramatically improve conversions in today’s distracted, fast-moving market. Key Takeaways: → Buying decisions are made subconsciously. → Prospects must trust themselves before trusting you. → Suggestion is more powerful than direct persuasion. → Traditional rapport-building techniques are increasingly ineffective. → Objections often stem from a lack of psychological positioning. For 30 years, Paul Ross has been the secret weapon for sales leaders who've exhausted conventional methods. He mastered influence in the most brutal testing ground - dating - so effectively that Tom Cruise played a character based on him in Magnolia. When clients mapped his techniques to sales and started crushing numbers, Paul saw the gap: everyone pushes facts while buying decisions happen unconsciously. So he built The Subconscious Sales Advantage - using hypnotic language to bypass resistance and create buying states in minutes. Clients see 30%+ increases in 90 days. Paul's mission: arm driven sales leaders with psychological tools their competition doesn't know exist - so they stop grinding and start dominating. Connect With Paul: Website: https://www.speakerpaulross.com/

Episode 1278: How to Find a Contractor You Can Actually Trust

0 views · April 17th, 2026

Hiring the wrong contractor doesn’t just cost money, it can turn your entire project into a nightmare. In this episode of Sharkpreneur, Seth Greene interviews Jon Grishpul, Co-Founder of GreatBuildzs, a platform dedicated to helping homeowners find ethical, vetted contractors. With a background in marketing, technology, and consulting, Jon combines his expertise with insights into the construction industry to address one of the most frustrating problems homeowners face. He explains how contractor scams work, why most online listings are misleading, and how a hands-on vetting process can protect homeowners while ensuring better outcomes for everyone involved. Key Takeaways: → Most contractor listings favor paid ads over quality. → Many contractor scams involve fake or stolen licenses. → Vague estimates are a significant warning sign. → Payments should be linked to completed project milestones. → Performance-based pricing aligns incentives for everyone involved. Jon Grishpul is the co-founder of GreatBuildz, a remodeling matching service that connects homeowners with vetted general contractors. He’s built his reputation at the intersection of renovation expertise and homeowner advocacy, helping people make smarter decisions on remodels, ADUs, contractor selection, and realistic budgeting. Jon’s insights have been featured in Forbes, the LA Times, U.S. News & World Report, and the Los Angeles Business Journal. He’s also a sought-after podcast guest and thought leader, with appearances on A Well-Designed Business, The Tiny House Lifestyle Podcast, and the Spaces Podcast. As a published author and media contributor, Jon writes practical, expert-driven articles on home remodeling, hiring the right contractor, and planning budgets that actually hold up. Connect With Jon: Website: https://www.greatbuildz.com/ Instagram: https://www.instagram.com/greatbuildz/ TikTok: https://www.tiktok.com/@greatbuildz Facebook: https://www.facebook.com/GreatBuildz LinkedIn: https://www.linkedin.com/company/greatbuildz/ https://www.linkedin.com/in/jongrishpul/

Episode 252: Market Risk Clarity in a World of Peak Uncertainty

1 views · April 15th, 2026

If your clients want answers from today’s headlines, how do you give them clarity that still makes sense 5–10 years from now? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Nathaniel “Nat” Guild, founder and president of Apex Equity Research LLC, who discusses one of the most overlooked risks in modern portfolio building: hidden concentration risk. Nathaniel also explains why safeguarding against losses, rather than simply pursuing gains, is the real secret to long-term investing success. He further examines how passive strategies and the rapid growth of private and shadow assets are creating hidden structural risks that many advisors and clients fail to see.    Key Takeaways: → The most important factor in investing isn’t maximizing returns; it’s avoiding major drawdowns that can permanently impair capital. → Seven to ten stocks now dominate major indexes, meaning many “diversified” portfolios may be far more concentrated than advisors realize. → The rise of index funds combined with growth in private assets creates distortions that can amplify volatility and reduce true diversification. → Diversifying information intake is just as important as diversifying portfolios. → Short-term media narratives often distract from meaningful long-term risks.   Nathaniel “Nat” Guild is the founder and President of Apex Equity Research LLC, established in 2011 to provide rigorous investment research to financial institutions, fund managers, and fiduciaries seeking clarity in U.S. equities. Known for pinpointing critical risk factors that help long-term investors cut through market noise, Nat has advised some of the largest mutual and hedge funds in the industry. His previous firm, Short Alert, earned a Barron’s cover story for exceptional performance, and his insights have appeared in Fortune, SmartMoney, and The Wall Street Journal. In May 2025, he launched Market Risks, a semi-monthly newsletter that breaks down complex financial data and global events into clear, actionable insights for disciplined investors.  Connect With Nathaniel: Website:  ⁠https://apex-equity-research.com/⁠ LinkedIn: ⁠https://www.linkedin.com/in/nathaniel-guild-b583831/⁠