Episode 1296: The Backpack Trader: Turning Trading Into a Business That Gives You Freedom

Episode 1296: The Backpack Trader: Turning Trading Into a Business That Gives You Freedom

0 views · June 24th, 2026

What if successful trading is less about staring at screens all day and more about building a proven plan that gives you the freedom to walk away? In this episode of Sharkpreneur, Seth Greene interviews Troy Noonan, The Backpack Trader, who shares how an early British pound trade helped launch his lifelong connection between trading and freedom and shaped his philosophy of trading with structure, discipline, controlled risk, and a lifestyle-first mindset. He also explains why traders need more than a strategy, how to build a proven trade plan, and what it means to shift from trying to trade to being the CEO of a trading business. Key Takeaways: → A proven trading plan helps remove emotion from each trade. → Learning a strategy is only one part of achieving success. → Risk management matters more than chasing individual wins. → Losses are part of the random distribution of trading results. → Beginners should test a trading plan before risking real money. Troy Noonan, also known as “The Backpack Trader,” has been helping people trade smarter since 1995. With nearly 30 years of market experience, he has built his career around one core belief: successful trading should create freedom, not require someone to sit in front of a screen all day. Troy is the bestselling author of Day Trading QuickStart Guide and has mentored more than 5,000 students across 100+ countries. Through his proven strategies, automated systems, and global trading community, he teaches traders to approach the markets as a real business rather than a gamble. His mission is to help people become the CEOs of their own trading businesses, trade consistently, and reclaim their time while building a smarter path to financial independence. Connect With Troy: Website: https://www.backpacktrader.com/ Instagram: https://www.instagram.com/backpacktrader/ X: https://x.com/TroyNoonan4 Facebook: https://www.facebook.com/TheBackpackTrader/ LinkedIn: https://www.linkedin.com/in/netpickstradingcoach/ YouTube: https://www.youtube.com/c/BackpackTrader

Bonus Episode: Invest In 9,000 Alternatives: Inside Your Rocket Dollar Self Directed IRA

0 views · June 24th, 2026

What if your biggest edge isn’t what you buy, but where you hold it? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Henry Yoshida, CFP®, Rocket Dollar CEO & Co-Founder, who shares how his earlier exit from a robo-advisor to Goldman Sachs and years as an advisor led to a digital platform for self-directed IRAs that hold private and alternative assets. Starting his career at Merrill Lynch during the dot-com bust, he built deep expertise in retirement and now oversees a trust company with roughly $12B in alternatives and 9,000+ registered investments. Yoshida explains why asset location can outperform asset selection and why retail access to private markets is set to grow. Key Takeaways: → How Rocket Dollar provides infrastructure while investors source their own deals. → How Rocket Dollar doesn’t manufacture or recommend investments. → Why asset location is crucial. → Why innovation is critical as incumbents eye alternatives. Henry Yoshida, CFP®, is the CEO and Co-Founder of Rocket Dollar. He was previously the founder of venture capital-backed Robo-advisor retirement plan platform Honest Dollar (acquired by Goldman Sachs in 2016), the founder of MY Group LLC (acquired by Captrust), and spent 10 years at Merrill Lynch. Henry is also a Certified Financial Planner and has brought multiple innovative products and methodologies to the market. Yoshida graduated from the University of Texas at Austin and holds an MBA from Cornell University. He lives in Austin with his two daughters. Connect With Henry: Website: https://www.rocketdollar.com/ https://bit.ly/4nKw0WT Instagram: https://www.instagram.com/fitfinancehenry/ LinkedIn: https://www.linkedin.com/in/henryyoshida/

Episode 1295: The Systems That Free Business Owners

0 views · June 22nd, 2026

What if the real reason your business cannot scale is not your people, your market, or your effort, but that everything still depends on you? In this episode of Sharkpreneur, Seth Greene interviews Hector Alvarado, Co-Founder of Optimize Business Systems, who explains how small and mid-sized businesses can reduce founder bottlenecks by building stronger systems, clarifying roles, improving leadership, and ensuring consistent execution. He also explains why business owners must shift from day-to-day firefighting to strategic leadership if they want to build companies that can grow without being in constant emergency mode. Key Takeaways: → Owner-dependent businesses struggle to scale because too many decisions flow back to the founder. → A business is harder to sell when its value depends entirely on the owner’s day-to-day involvement. → Second-line leaders are essential to building a scalable company. → Business owners need regular time away from the weeds to see the bigger strategic picture. → Strong systems are more than SOPs; they encompass leadership, execution, accountability, and clarity. Hector Alvarado is an entrepreneur, operations executive, and business consultant with 27+ years of experience transforming companies across the logistics, transportation, construction, and home-service industries. His expertise isn’t theoretical—it’s built on decades of diagnosing operational chaos, fixing broken systems, and leading organizations through high-stakes growth. One of Hector’s most notable accomplishments was the complete turnaround of Willy’s Trucking. As VP of Operations, he led the company from a $1.3M annual loss in 2018 to a profitable sale exceeding $25M in 2021—a feat that earned him industry-wide respect. Today, he serves as VP of Operations for the largest NGL and Butane hauler in Western Canada, overseeing large fleets, operational excellence, and strategic expansion. Hector is also a Lean Black Belt, Continuous Improvement Master Trainer, and EOS implementor, bringing a rare blend of tactical expertise and strategic leadership. Beyond his corporate roles, he runs three successful businesses under Family Legacy Industries and manages a growing real estate investment portfolio, providing firsthand insight into entrepreneurship and wealth-building. Connect With Hector: Website: https://optimizebusinesssystems.com/ Instagram: https://www.instagram.com/optimize_business_systems/ Facebook: https://www.facebook.com/people/Optimize-Business-Systems/61574764979478/ LinkedIn: https://www.linkedin.com/company/optimize-business-systems/

Episode 258: Turning Online Ads Into Annuity Sales

1 views · June 17th, 2026

What if the problem is not that online leads do not work, but that most advisors are targeting the wrong people with the wrong message?   In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Allan Khazak, Founder & CEO of Vroom Media Group, who explains how his company helps insurance agents, RIAs, regional firms, and IMOs attract better prospects through targeted online advertising, client avatars, landing pages, surveys, nurture campaigns, and sales training. He also discusses why dinner seminars and radio shows are less effective than they used to be, how compliance affects advisor marketing, and why patience, follow-up, and continual improvement are essential to converting online leads.   Key Takeaways: → Online ads perform best when advisors target a specific client avatar. → Campaigns focused on tax issues, Roth conversions, or TSPs can attract more qualified prospects. → Lead quality improves when prospects are filtered by age, assets, and fit before they reach the advisor. → A strong landing page and survey process help train the ad algorithm to identify better prospects. → Advisors who treat every failed conversation as feedback can improve conversion rates over time. Allan Khazak is a Canadian entrepreneur, digital marketing expert, and founder and CEO of Vroom Media Group, a results-driven agency that helps life insurance brokers, financial advisors, and annuity agents generate qualified prospects and convert them into clients. Raised in Canada by an immigrant family, Allan developed a strong work ethic and entrepreneurial mindset early in life. He studied at the Schulich School of Business at York University in Toronto before beginning his career in public accounting. In 2019, Allan founded Vroom Media Group to help solve one of the insurance industry’s biggest challenges: consistent lead generation and conversion. Under his leadership, the agency has built a niche using data-driven strategies, online advertising, and proprietary systems to help advisors book qualified appointments and grow annuity production.   Connect With Allan: Website:⁠ https://www.vroommediagroup.com/⁠ Instagram:⁠ https://www.instagram.com/vroommediagroup/⁠ X:⁠ https://x.com/GroupVroom⁠ Facebook:⁠ https://www.facebook.com/VRMMediaGroupLeadGen⁠ Free Book For Financial Advisors Who Are Not Getting The Amount of Referrals They Deserve: https://www.ultimatedooropener.com/udo-book0utm_source=youtube In this must-read book, you’ll discover… Why asking for referrals in client meetings often backfires (and what to do instead) How to stop referral-killing habits like incentives, generic “referral request” emails, and thank-you gifts with strings attached A better approach to relationships that turns “happy clients” into a community that grows your practice How to stand out with CPAs and attorneys so referrals become cooperation, not frustration. Grab it here: https://www.ultimatedooropener.com/udo-book0utm_source=youtube

Episode 1294: From $500 to a Seven-Figure National Brand With National Partnerships

1 views · June 17th, 2026

What happens when a simple idea to connect with other moms becomes a national brand, secures major retail partnerships, and launches a new mission to help women entrepreneurs grow smarter? In this episode of Sharkpreneur, Seth Greene interviews Lindsay Pinchuk, Founder and CEO of Lindsay Pinchuk Marketing + Consulting. She shares how she turned a $500 investment into a seven-figure brand, partnered with major companies such as Target, Nordstrom, Huggies, and Unilever, and ultimately navigated the challenges of selling her company. She also discusses the power of partnerships, staying authentic while scaling, and how she now helps women small business owners build meaningful, sustainable businesses. Key Takeaways: → Strategic local partnerships with retailers, experts, and community leaders can help companies quickly build trust. → Maintaining trust with your audience means saying no to products, brands, and partnerships that don’t align with your values. → How to turn brand interest into formal sponsorship through national partnerships with major brands. → Finding brand ambassadors in new cities lets you scale your business while keeping your brand personal and community-driven. → Simple marketing fundamentals still work for small businesses. Lindsay Pinchuk is an award-winning entrepreneur and one of fewer than 1% of female founders to lead her company through an acquisition. After nearly 25 years in marketing and sales, she left corporate America to found Bump Club and Beyond, bootstrapping it from $0 to seven figures for six consecutive years, turning a profit in year one, and building partnerships with brands like Target, Nordstrom, Huggies, ULTA, and more. She grew the community to 3M+ monthly users and led the company’s acquisition in under a decade. Today, Lindsay supports women business owners (especially 40+) through Dear FoundHer…, a podcast-turned-movement with a Substack, community, mentorship, and events. She consults, teaches, and speaks on simple, cost-effective marketing using her SWEEP framework. Connect With Lindsay: Website: https://www.lindsaypinchuk.com/ Instagram: https://www.instagram.com/lindsaypinchuk/ Facebook: https://www.facebook.com/LindsayPinchuk/ LinkedIn: https://www.linkedin.com/in/lindsaypinchuk/ https://www.linkedin.com/company/lindsay-pinchuk-marketing-consulting/ Free Book For Financial Advisors Who Are Not Getting The Amount of Referrals They Deserve: https://www.ultimatedooropener.com/udo-book0utm_source=youtube In this must-read book, you’ll discover… Why asking for referrals in client meetings often backfires (and what to do instead) How to stop referral-killing habits like incentives, generic “referral request” emails, and thank-you gifts with strings attached A better approach to relationships that turns “happy clients” into a community that grows your practice How to stand out with CPAs and attorneys so referrals become cooperation, not frustration. Grab it here: https://www.ultimatedooropener.com/udo-book0utm_source=youtube

Episode 1293: How Fight Camp Disrupted Home Boxing and Fitness

0 views · June 15th, 2026

What happens when boxing, engineering, and connected fitness collide to create a smarter way to train at home? In this episode of Sharkpreneur, Seth Greene interviews Khalil Zahar, CEO and Co-Founder of FightCamp, who shares the journey from prototyping for elite athletes to creating a scalable home fitness solution, the challenges of pivoting and right-sizing during growth, and the balance between accessibility and authentic boxing training. He also discusses the future of connected fitness, hybrid training models, and how to build a passionate user community while leveraging technology to enhance engagement. Key Takeaways: → Home fitness solutions must balance accessibility with the integrity of sport. → Connected fitness is a growing industry because an increasing number of people continue to exercise as they age. → Having a team of the right size is critical for operational efficiency and profitability. → Micro-puzzles in entrepreneurship keep problem-solving and innovation engaging. → FightCamp is accessible across platforms via apps and social media to foster community engagement. Khalil Zahar is the Founder and CEO of FightCamp, the connected boxing platform that brings authentic fight training into people’s homes. Since its launch, FightCamp has raised $100 million from investors, including Y Combinator, New Enterprise Associates, and Left Lane Capital, as well as athletes and cultural icons such as Mike Tyson, Floyd Mayweather Jr., Georges St-Pierre, and Francis Ngannou. Under Khalil’s leadership, FightCamp has become one of the most recognized brands in connected fitness, combining hardware, software, and coaching to deliver a fighter-level training experience to consumers worldwide. Khalil is known for building products at the intersection of technology, sport, and culture, and for leading FightCamp through both hyper-growth and disciplined profitability in a challenging consumer hardware market. He’s particularly passionate about the psychology of fighters, brand-led growth, and building companies that blend performance, storytelling, and community. Connect With Khalil: Website: https://joinfightcamp.com/ Instagram: https://www.instagram.com/khalilzahar/ LinkedIn: https://www.linkedin.com/in/khalilzahar/

Episode 1292: Retire in 10 Years or Less

0 views · June 10th, 2026

Most high earners follow the traditional path, but true financial freedom comes from earning, saving, and strategically leveraging money. In this episode of Sharkpreneur, Seth Greene interviews Ryan D. Lee, Founder of Wealth Outside Wall Street, who shares his journey from a six-figure corporate career to building a system for financial freedom. He also explains the three engines of wealth: earning, protecting, and generating passive income. He discusses the difference between investing and speculating, using the tax code strategically, and building a pathway to financial independence. Key Takeaways: → The three engines of wealth are income, capital, and passive assets. → Making money is only one part; keeping money is equally critical. → Passive income converts saved capital into sustainable cash flow. → Speculating is risky; investing prioritizes safety and predictable returns. → Success is measured by income-generating assets, not just net worth or ROI. Ryan D. Lee’s journey to financial freedom began with frustration and loss. A six-figure salary and a maxed-out 401(k) weren’t enough to shield him from the devastating effects of the 2008 financial crisis. Determined to find a better path, Ryan discovered a powerful combination of real estate and high-cash-value life insurance—now known as the Passive Income Machine. Today, Ryan is a trusted mentor and speaker who has helped thousands achieve financial independence. As the co-founder of Wealth Outside Wall Street, he’s on a mission to teach individuals how to build cash-flowing assets, break free from conventional financial systems, and live a life of purpose and freedom. Connect With Ryan: Website: https://wealthoutsidewallstreet.com/ Instagram: https://www.instagram.com/theryandlee/ TikTok: https://www.tiktok.com/@ryan_d_lee Facebook: https://www.facebook.com/wealthoutsidewallstreet/ LinkedIn: https://www.linkedin.com/in/ryan-d-lee-31838b304/ YouTube: https://www.youtube.com/@WealthOutsideWallStreet

Bonus Episode: How RIAs Can Finally Get Weekly Referrals from Accountants & Attorneys

0 views · June 10th, 2026

Discover the step-by-step system that turns accountants and attorneys into weekly referral sources for your advisory practice. In this episode of the Registered Investment Advisor Podcast, Seth Greene, Founder and CEO of Market Domination, reveals the Dream 50 referral process, designed to help registered investment advisors secure consistent weekly referrals from professional centers of influence. Drawing on decades of experience and work with more than 83 RIAs, Seth explains how to define target markets, warm up influencers through social engagement, and convert relationships into high-value leads. He also shares real client examples and the tools needed to implement this process efficiently, demonstrating how it can generate significant revenue with minimal time investment. Key Takeaways: → Define your target market precisely to focus your outreach. → Warm up influencers by engaging with them on social media and leaving reviews. → Convert influencer goodwill into actionable referrals through follow-up and strategic calls. → Capture prospect contact information and implement a multi-channel drip-follow-up system. → Done-for-you implementation by a professional staff ensures scalability and high ROI. Seth Greene is a leading authority on business growth and affiliate marketing, recognized for scaling 50 DREAM affiliates and achieving Inc. 5000 status in 2023. He co-hosts the Sharkpreneur podcast with Shark Tank’s Kevin Harrington and is ranked No. 6 among the best business podcasts to listen to. A nine-time best-selling author, Seth has been featured on NBC News, CBS News, Forbes, Inc., and CBS MoneyWatch. He is the only person in history to be nominated three consecutive years for the GKIC Marketer of the Year award. A serial entrepreneur, he has founded four successful businesses and continues to guide entrepreneurs in scaling, visibility, and building profitable ecosystems. Connect With Seth: Website: https://marketdominationllc.com/ Instagram: https://www.instagram.com/_marketdomination X: https://x.com/mktdominationus Facebook: https://www.facebook.com/MarketDominationLLC LinkedIn: https://www.linkedin.com/company/market-domination-llc

Episode 1291: Mastering Emotional Regulation at Work

0 views · June 8th, 2026

Most adults operate in survival mode far too often, limiting critical thinking, empathy, and leadership effectiveness. In this episode of Sharkpreneur, Seth Greene interviews Dr. Eugene K. Choi, Founder & CEO of Destiny Hacks, who explains how fight, flight, and freeze responses hijack the nervous system and impede decision-making, resilience, and executive presence. He also shares practical tools for emotional regulation, accessing higher-level brain functions, and creating more effective, empathetic leadership in high-pressure environments. Key Takeaways: → The brain operates in either survival mode or executive state, never both at once. → Chronic survival responses inhibit critical thinking and empathy. → Emotional pain can trigger survival responses as strongly as physical threats. → Awareness is the first step in shifting from a survival state to an executive state. → Regular practice in emotional regulation enhances leadership, problem-solving, and resilience. Dr. Eugene K. Choi is a Transformational Leadership Coach on a mission to transform leaders, businesses, and communities. He teaches executive leaders how to achieve and sustain peak performance in high-stress, high-stakes, and high-change environments. Dr. Eugene created a unique, science-backed process that teaches leaders to activate their executive brain, dramatically improving results and increasing clarity and focus in challenging, unpredictable situations. He has a background in clinical pharmacy, neuroscience, and business coaching, and has helped thousands of entrepreneurs and executives optimize their mindset, reduce toxic stress, and lead with greater impact. Dr. Eugene’s expertise in audience growth has resulted in over 8 million views on his online articles and over 23 million views on his short films. He has also worked with hundreds of entrepreneurs to help them scale their businesses to generate more revenue and impact. These experiences have been critical in helping clients produce tangible results in their businesses. Connect With Eugene: Website: https://destinyhacks.co/ https://eugenekchoi.com Instagram: https://www.instagram.com/eugenekchoi/ LinkedIn: https://www.linkedin.com/in/eugenekchoi/

Episode 1290:How to Get the Whole PIE in Business

0 views · June 3rd, 2026

A business can be profitable and still leave its owner exhausted, trapped, and wondering why success feels so heavy. In this episode of Sharkpreneur, Seth Greene interviews Andy Clark, the Creator of The Whole PIE System™, who explains how small-business owners can build profitable, impactful, and enjoyable companies without getting stuck in constant reaction mode. He also shares how owners can shift from operator to true owner by clarifying priorities, strengthening accountability, improving financial management, and building systems that support sustainable growth. Key Takeaways: → Early startup effort is not sustainable long-term. → Profit alone doesn’t create a fulfilling business. → Owners must let go if they want the business to grow. → Finance is one of the most under-resourced business functions. → The Whole PIE System™ focuses on profit, impact, and enjoyment. Andy Clark is the bestselling author and business strategist behind The Whole PIE System™, a framework that helps small business owners build more Profitable, Impactful, and Enjoyable companies. With a background in business law and two decades of advising and running businesses, Andy saw firsthand that most entrepreneurs aren’t failing for lack of effort—they’re overwhelmed by complexity and constant firefighting. Determined to offer a better path, he created a simple, practical system that helps owners get out of the weeds and lead with clarity and confidence. Since then, Andy has worked with business owners across North America to streamline operations, strengthen teams, and build businesses that grow sustainably without burning them out. His philosophy is direct: structure creates freedom, and small changes can unlock massive results. Known for making business feel achievable again, Andy gives overwhelmed founders the tools—and the belief—to reclaim their time, increase profit, and rediscover the joy in their work. Connect With Andy: Website: https://thewholepiesystem.com/ LinkedIn: https://www.linkedin.com/in/clarkandy8/

Episode 257: What Advisors Miss About Federal Benefits

0 views · June 3rd, 2026

Federal employees often have valuable benefits, but without the right guidance, they may not understand the rules, options, and decisions that shape their retirement. In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Cassie Graves, Founder of Fed Options Consultants and Information Services, who explains how she entered the federal benefits space, why many employees misunderstand retirement eligibility, TSP rules, survivor benefits, and insurance decisions, and how advisors can better serve this specialized market. She also discusses how financial professionals can build credibility by leading with service, understanding federal benefit language, and helping employees make more informed retirement planning decisions.   Key Takeaways: → Federal benefits involve unique rules around pensions, survivor benefits, TSP withdrawals, military service credits, and retirement eligibility that many advisors overlook. → Missing prior service history, part-time service adjustments, or military deposits can significantly impact projected retirement income.    → Federal employees are highly sensitive to transactional sales approaches and respond better to advisors who lead with education and genuine support. → Recent workforce restructuring, early retirement programs, and shifting government policies have created confusion around retirement timing and financial readiness.   → Familiarity with federal systems, terminology, and planning structures helps advisors establish credibility and improve client confidence.     Cassie Graves founded Fed Options Consultants and Information Services, LLC to provide high-level back-office federal benefits support for seasoned financial professionals serving federal employees.  As the spouse of a federal employee, and with many family and friends in federal service, she saw firsthand how often benefits are misunderstood, especially approaching retirement. That insight became her mission: help employees understand the real consequences of their benefit choices.   Connect With Cassie: Facebook:⁠ https://www.facebook.com/fedoptions⁠ LinkedIn (Company):⁠ https://www.linkedin.com/company/fed-options/⁠ LinkedIn (Personal):⁠ https://www.linkedin.com/in/cassie-graves-623ba5132/⁠

Episode 1289: Building Better Testing Systems

0 views · June 1st, 2026

As software becomes more deeply embedded in everyday life, poor quality is no longer just an inconvenience. It can become a serious business risk. In this episode of Sharkpreneur, Seth Greene interviews Adam Sandman, Founder and CEO of Inflectra Corporation, who explains how Inflectra began by solving the problem of manual, spreadsheet-based software testing and has since evolved alongside cloud, mobile, and AI-driven technologies. He also discusses the rising stakes of software quality, the importance of clear requirements, the risks of tool fragmentation, and Inflectra's entry into a new category with AI agent testing. Key Takeaways: → Software quality matters more as technology becomes embedded in daily life. → Inflectra was designed to make testing easier and more accessible. → Testing fails when companies don’t know what their systems should do. → Clear requirements are essential for achieving high-quality outcomes. → AI agents and chatbots pose new testing challenges. Adam Sandman is a visionary entrepreneur and a respected thought leader in the enterprise software industry. As the Founder and CEO of Inflectra Corporation, Adam has dedicated his career to revolutionizing how businesses approach software development, testing, and lifecycle management. Under Adam's leadership, Inflectra has become a global provider of award-winning solutions, including SpiraTest’s powerful test management and Rapise’s flexible automation, as well as SpiraTeam’s end-to-end traceability. He has led Inflectra’s software suite to become a global standard, empowering teams worldwide to deliver high-quality software efficiently and collaboratively. His deep technical expertise, combined with a passion for innovation, has positioned him as a trusted voice in the field, influencing trends and shaping best practices for agile development and quality assurance. Connect With Adam: Website: https://www.inflectra.com/ Instagram: https://www.instagram.com/inflectra.tech/ X: https://x.com/inflectra Facebook: https://www.facebook.com/inflectra LinkedIn: https://www.linkedin.com/company/inflectra-corporation/ YouTube: https://www.youtube.com/inflectracorporation

Episode 1287: Why Once-a-Year Accounting Fails

0 views · May 25th, 2026

Most business owners do not lose control all at once. They lose it slowly, one missed number, one poor structure, and one reactive tax decision at a time. In this episode of Sharkpreneur, Seth Greene interviews Peter Holtz, President of Peter Holtz CPA, who explains why traditional once-a-year accounting often leaves owners overpaying taxes, missing deductions, and making last-minute decisions that undermine long-term growth. He also explains how proactive planning, accurate books, smart business structure, margin awareness, and the right advisory team can help entrepreneurs regain control and build stronger, more profitable businesses. Key Takeaways: → Business owners need proactive tax planning, not year-end panic attacks. → Accurate books are the foundation for better tax decisions. → The wrong business structure can cost owners money. → A good CPA should do more than fill out boxes on a tax return. → Tax strategy should align with the owner's, business's, and family's goals. Peter Holtz is a seasoned CPA, entrepreneur, and tax strategist who helps business owners keep more of what they earn through proactive, year-round tax planning. With more than 20 years of experience, including time in Big 4 accounting and CFO roles for multiple companies, Peter has seen how traditional, once-a-year accounting often leaves business owners overpaying and underprepared. After recognizing the need for a more strategic approach, Peter built multiple eight-figure accounting firms designed to help business owners outsmart the IRS without relying on aggressive loopholes or unnecessary risk. He works with owners earning $500K to $10M+ to reduce taxes, protect wealth, and turn their CPA relationship into a true profit center. Connect With Peter: Website: https://peterholtzcpa.com/ Instagram: https://www.instagram.com/peterholtzcpa/ Facebook: https://www.facebook.com/PeterHoltzCPA LinkedIn: https://www.linkedin.com/company/peterholtzcpa https://www.linkedin.com/in/peter-holtz/

Episode 1286: Why the Post-Click Experience Drives Conversions

0 views · May 20th, 2026

What if the reason your marketing isn’t working has nothing to do with your ads? In this episode of Sharkpreneur, Seth Greene interviews Shamir Duverseau, Co-Founder and Managing Director at Smart Panda Labs, who explains why the post-click experience is the most overlooked yet critical part of the marketing funnel, especially for high-consideration purchases. He shares how aligning teams, applying behavioral psychology, and improving digital experiences after the click can dramatically increase conversions and overall performance. Key Takeaways: → Most marketing budgets are spent before the click. → Trust must be established immediately after the click. → Relevance is the first requirement for engagement. → Enterprise marketing challenges are often people problems. → Managing stakeholders is as important as managing strategy. Shamir Duverseau is a cofounder and Managing Director at Smart Panda Labs, a technical marketing agency for enterprise BwC brands. Throughout his career, he has worked across industries, including travel, entertainment, and technology, with brands such as Southwest Airlines, The Walt Disney Company, and NBCUniversal. Over the past 25+ years in marketing, Shamir has held leadership roles overseeing product management, digital strategy, user experience design, web development, testing, and web analytics. Before joining Smart Panda Labs, Shamir was the Senior Director of Digital Strategy and Services for Marriott International’s Vacation Club Division. Connect With Shamir: Website: https://smartpandalabs.com/ Facebook: https://www.facebook.com/smartpandalabs LinkedIn: https://www.linkedin.com/company/smart-panda-labs/ YouTube: https://www.youtube.com/@smartpandalabs7668

Bonus Episode: Revolutionizing Investment Analysis for Financial Advisors

0 views · May 20th, 2026

What if you could score and rank hundreds of investment funds in mere moments, based on your unique preferences? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Eric Smith, J.D., Chairman & CEO of Decision Technologies Corporation, who discusses their patented decision assistant technology, designed to help investment professionals score and rank mutual funds and ETFs. This powerful tool allows advisors to customize 48 performance factors, enabling them to select the best funds for their clients and providing deeper insights than traditional rating systems like Morningstar. Tune in to learn how this innovative software can transform how you evaluate investments, optimize portfolios, and strengthen client relationships. Key Takeaways: → Why investment professionals often struggle to understand how their choices compare across the market. → How Decision Technologies’ patented tool helps users score and rank investment funds objectively. → How this tool allows you to create personalized ranking systems tailored to your client’s goals. → How real-time ranking allows users to monitor funds and adjust as market conditions change. → Decision Technologies provides a game-changing tool for attracting new clients and managing existing investments more effectively. Eric S. Smith, J.D., is the Chairman, CEO, and Co-Founder of Decision Technologies Corporation (DTC), where he co-invented the company's patented decision-assistance technology. This technology powers DTC’s Professional RapidReview Tool (ProRRT) for investment advisors and its Retail Investment Tracking Application (RITA) for individual investors. DTC’s transformative technology enables both groups to make informed investment decisions in an increasingly complex financial landscape. Additionally, Mr. Smith serves as President of Trustee Empowerment & Protection, Inc. (TEPI), an SEC-registered investment adviser that helps retirement plan sponsors mitigate risks associated with class-action lawsuits. A licensed institutional investment consultant and attorney with over 22 years of experience in corporate and ERISA law, Eric brings a client-centric perspective to financial services, focusing on empowering individual investors and their advisors. He has spoken at various conferences on fiduciary responsibility, investment decision-making, and the flaws in the financial services marketplace. Connect With Eric: Website: https://decisionengines.tech/ https://prorrt.com/ LinkedIn: https://www.linkedin.com/in/eric-smith-82558710/

Episode 1285: How Creators Land Big Opportunities

0 views · May 18th, 2026

What if one piece of content could open doors to opportunities you never imagined? In this episode of Sharkpreneur, Seth Greene interviews Shiloh Rodriguez, a Music Composer, Producer, & Songwriter, who shares how he strategically uses Instagram to reach decision-makers, build relationships, and create opportunities without relying heavily on paid ads. He explains how consistency, targeting specific individuals, and delivering value upfront have helped him turn creative content into real-world business results. Key Takeaways: → Social media can be used to target specific decision-makers. → Finding a “wave” of content that works is critical for growth. → Organic reach can outperform paid ads when used strategically. → Delivering value upfront helps open doors to new opportunities. → Long-term success comes from consistent execution and visibility. Shiloh Rodriguez, a music composer, producer, and songwriter, is using the modern marketplace to build a career on his own terms. Through social media and original composition, Shiloh is turning creativity into opportunity and showing what’s possible for today’s artists. Connect With Shiloh: Website: https://shilohaudio.com Instagram: https://www.instagram.com/shilohrodriguez TikTok: https://www.tiktok.com/@shilohaudio?lang=en YouTube: https://www.youtube.com/channel/UCo8tj4rp-j9eWcUPTTdTMYg/videos