Episode 1308: 14 Frequencies of Proximity

Episode 1308: 14 Frequencies of Proximity

2 views · August 5th, 2026

Success grows stronger when faith, health, relationships, business, and finances are all moving in the same direction. In this episode of Sharkpreneur, Seth Greene interviews Ken Joslin, Founder and CEO of Grow Stack Drive, who shares his journey from youth ministry and church planting to real estate, entrepreneurship, and coaching high-performing faith-based entrepreneurs. He also explains why faith, health, and relationships must come before business and finances, how mindset and wisdom shape leadership, and why proximity to the right people can be a powerful catalyst for growth. Key Takeaways: → Grow Stack Drive was created to support high-performing faith-based entrepreneurs through coaching, community, and leadership development. → The Core Five Framework focuses on faith, health, relationships, business, and finances. → Mindset alignment matters because big dreams can stall when limiting beliefs drive decision-making. → Relationships are central to growth because the right people often unlock the next level of opportunity. → Intentional relationships can serve as a cheat code for growth in life and business. Ken Joslin is a former pastor, top-producing real estate broker, and serial entrepreneur. He’s the visionary behind the Grow Stack Drive movement, the CREATE Conference, and the As The Leader Grows podcast. Ken has coached and spoken with thousands of leaders, but his greatest calling is helping people clarify their God-given identity and build the life and business they were born to lead. Connect With Ken: Website: https://growstackdrive.com/ Instagram: https://www.instagram.com/kenjoslin/ Facebook: https://www.facebook.com/realkenjoslin LinkedIn: https://www.linkedin.com/in/ken-joslin-86812b197/

Episode 263: The Future of Tax Services for Financial Advisors

7 views · August 5th, 2026

Financial advisors can deepen client relationships by turning tax preparation into an integrated source of insight, strategy, and year-round value. In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Richard Lavina, Co-Founder and CEO of Taxfyle, who shares how his experience as a CPA inspired him to co-found Taxfyle, a digital platform connecting individuals, businesses, and financial firms with licensed tax professionals. He explains how wealth managers and RIAs can integrate tax preparation into their existing services, access valuable client data, and provide more coordinated financial guidance without acquiring a traditional accounting practice. Richard also discusses the accounting talent shortage, the growth of fractional CPA work, the impact of AI, and the importance of preserving human connection as technology handles more administrative tasks.    Key Takeaways:   • Taxfyle was inspired by the flexibility of the gig economy and the idea that CPAs should have greater control over when and how they work. • The platform connects clients and financial firms with a network of licensed CPAs and IRS-enrolled agents. • Wealth management firms can embed and white-label tax services without purchasing or operating a separate CPA practice. • Tax information can help advisors better understand a client’s financial position, investment needs, estate planning concerns, and overall financial wellness. • Integrating tax services allows advisors to maintain greater visibility and control over the client relationship.   Richard Lavina is Co-Founder and CEO of Taxfyle, an AI-powered tax preparation and planning platform that simplifies tax services for financial advisors, fintech companies, fractional CFOs, and their clients. With nearly a decade of experience leading Taxfyle's growth, Richard brings expertise in both technology and finance. Taxfyle is the United States’ largest human-in-the-loop AI tax platform, with 7,200 CPAs and IRS Enrolled Agents in its network.    Connect With Richard:   Website: ⁠https://www.taxfyle.com/⁠ Facebook: ⁠https://www.facebook.com/taxfyle/⁠ Instagram: ⁠https://www.instagram.com/Taxfyle/⁠ X: ⁠https://x.com/Taxfyle⁠ YouTube: ⁠https://www.youtube.com/channel/UCzodnNvli_8Wip0rT6v6_lA⁠

Episode 1307: Balancing Property Rights and Pet Ownership

0 views · August 3rd, 2026

Pets are part of everyday life for millions of renters, but managing them fairly and consistently has become one of the biggest challenges in rental housing. In this episode of Sharkpreneur, Seth Greene interviews John R. Bradford III, Founder and CEO of PetScreening, who explains how his property management experience led him to build PetScreening as a more consistent way to manage pet policies in rental housing. He discusses how the platform helps property managers assess pet-related risk, support property owners, and set clearer expectations for pet-owning residents. He also explores broader trends in pet-inclusive housing, property rights, regulatory changes, category creation, and PetScreening’s social mission through Fido Alert. Key Takeaways: → Property managers need clear systems because pets can pose risks, liabilities, and policy challenges. → The FIDO Score helps evaluate both the pet and the owner. → PetScreening helps property managers enforce their own rules rather than telling them what their policies should be. → PetScreening has helped housing providers rethink blanket breed restrictions. → Creating a new software category requires persistence, education, and continuous innovation. John R. Bradford III is the Founder and CEO of PetScreening, which he launched in 2017 with a vision to promote pet inclusivity across all areas of life. Driven by his belief that breeds such as pit bulls, German shepherds, and Rottweilers should not be judged solely on breed, John sought to create a platform that provides landlords, property managers, and businesses with data-driven insights to make informed, pet-friendly decisions. His mission is simple yet powerful: to make the world more pet-inclusive, no matter where people live, work, play, or stay. Connect With John: Website: https://www.petscreening.com/ LinkedIn: https://www.linkedin.com/in/john-r-bradford-iii-b519184/

Episode 1306: The Miracle Molecule that Transforms Your Health

0 views · July 29th, 2026

A tiny molecule produced inside your body may play a major role in how well you circulate blood, manage inflammation, exercise, and age. In this episode of Sharkpreneur, Seth Greene interviews Nathan S. Bryan, Ph.D., Founder, Chairman, and CEO of Bryan Therapeutics, Inc., who explains nitric oxide’s role in blood-vessel function, tissue oxygenation, inflammation, metabolism, and cellular energy, and shares his view on everyday habits that can affect the body’s natural production. He also discusses the oral microbiome, dietary considerations, lifestyle practices, consumer education, and the research-based standards he believes people should use when evaluating nitric oxide-related products. Key Takeaways: → Nitric oxide helps regulate blood flow, oxygen delivery, inflammation, metabolism, and cellular signaling. → Oral-care habits may affect the oral microbiome, which helps metabolize dietary nitrate. → Green vegetables and beets may contain dietary nitrate. → Product claims should be supported by scientific and clinical data. → Lifestyle habits influence nitric oxide production. Dr. Nathan S. Bryan earned his undergraduate Bachelor of Science degree in Biochemistry from the University of Texas at Austin and his doctoral degree from Louisiana State University School of Medicine in Shreveport, where he was the recipient of the Dean’s Award for Excellence in Research. He pursued his postdoctoral training as a Kirschstein Fellow at Boston University School of Medicine's Whitaker Cardiovascular Institute. After a two-year post-doctoral fellowship, in 2006, Dr. Bryan was recruited to join the faculty at the University of Texas Health Science Center at Houston by Ferid Murad, M.D., Ph.D., 1998 Nobel Laureate in Medicine or Physiology. Dr. Bryan has been involved in nitric oxide research for the past 25 years and has made many seminal discoveries in the field, has dozens of issued patents, and has published more than 100 peer-reviewed scientific articles in some of the top science and medical journals. Dr. Bryan is a best-selling author and successful entrepreneur who has built a billion-dollar enterprise value portfolio of companies. Dr. Bryan is one of the most successful inventors and top revenue producers in the history of the University of Texas Health Sciences Center at Houston. He is currently the Founder, Chairman, and CEO of Bryan Therapeutics, Inc., a privately held, clinical-stage biotechnology company actively engaged in the discovery and development of nitric oxide-based therapies. BTI has active drug development programs in heart disease, Alzheimers’ Disease, and topical drugs for diabetic ulcers and non-healing wounds. Dr. Bryan’s consumer line of nitric oxide products is among the most innovative and successful on the market. Dr. Bryan is an international leader in molecular medicine and nitric oxide biochemistry. Connect With Nathan: Website: https://n1o1.com/ https://bryantherapeutics.com/ Instagram: https://www.instagram.com/drnathansbryan X: https://x.com/drnitric LinkedIn: https://www.linkedin.com/in/drnathansbryan/ YouTube: https://www.youtube.com/@DrNathanSBryanNitricOxide

Bonus Episode: The Art of Financial Matchmaking for Advisors

0 views · July 29th, 2026

Are you a financial advisor planning for succession or retirement? How to navigate the complex world of advisor transitions with a personalized, consultative approach. In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Andrew D. Mirolli, CEPA®, Vice President of buyAUM.com, who explains how his company acts as a “financial matchmaker,” helping financial advisors plan their succession or sale to the right buyers. Drawing from over a decade in private equity and capital raising, Andrew shares insights on how to approach succession planning, what impacts valuations, and how technology like AI and blockchain is shifting the industry. If you’re a financial advisor thinking about the future of your practice, this episode provides invaluable advice on making your business more marketable and transferable. Key Takeaways: → How buyAUM.com matches financial advisors with the right buyers. → Why buyAUM.com focuses on deep conversations and understanding the seller’s needs. → How the surge in market consolidation has increased seller fatigue, making a personalized approach to matchmaking even more important. → Why AI and blockchain are changing the financial advising landscape, especially in managing client relationships and valuations. → How asking the right questions can help clients discover their ideal succession plan. Andrew D. Mirolli, CEPA®, is Vice President at buyAUM.com, where he helps independent RIAs and advisory teams design client-safe succession and growth-minded partial-equity transactions. He partners with firm owners to evaluate strategic options—full exits, mergers, or “sell & grow” structures—and then builds operator-grade playbooks focused on valuation levers, documentation, and client communications that protect trust, culture, and enterprise value. Drawing on experience with solo practices and multi-partner firms, Andrew focuses on aligning partner timelines, de-risking handoffs, and preserving retention through a clear cadence of client re-introductions and meetings. Known for translating complex deal mechanics into simple steps advisors can act on next quarter, he brings a practical lens to high-stakes transitions. Andrew is a Certified Exit Planning Advisor (CEPA®) and a frequent resource to advisors who want to prepare years before they sell—so they can exit (or scale) on their terms. Connect With Andrew: Website: https://buyaum.com/ Instagram: https://www.instagram.com/buyaum/ LinkedIn: https://www.linkedin.com/in/andrew-d-mirolli-cepa%C2%AE-7a304259/

Episode 1305: Turn Founder-Led Sales into a Scalable Team

0 views · July 27th, 2026

More leads and more sales calls will not fix a revenue engine that cannot pinpoint where performance is breaking down. In this episode of Sharkpreneur, Seth Greene interviews Josh Troy, CEO of The WFS Group, who explains how companies can diagnose whether stalled growth comes from people, systems, sales management, training, lead routing, or an unstructured process. Josh also explains why sales efficiency matters more than surface-level volume, how founders can document their sales knowledge before handing it to a team, and where AI can enhance call analysis and revenue operations. Key Takeaways: → Why most companies misdiagnose sales problems. → Sales problems usually fall into two categories: people issues or system issues. → Better lead routing can increase revenue and profitability. → Founders should document objection handling, talk tracks, winning and lost calls, and their sales process from the start. → A founder who relies solely on personal credibility and instinct may struggle to translate sales success to a growing team. Josh Troy started his first video marketing agency at 21, building it from the ground up through 100% outbound sales. Early on, he developed a belief that outbound sales is the closest thing to generating “money out of thin air,” which led him to expand his expertise into direct response inbound marketing as well. Over the past decade, and with deep experience across both outbound and inbound sales motions as well as paid media, Josh has developed a unique ability to drive rapid sales growth through talent acquisition and development engines, cultivate high-performance cultures, and build data-backed sales systems designed for aggressive scale. He is known for building integrity-driven, high-intensity sales teams and architecting scalable sales infrastructures for hyper-growth businesses. As CEO of a triple-digit-headcount sales organization, Josh leads teams that generate tens of millions annually in high-ticket sales in compliance, powered by world-class sales operations and a relentless focus on execution and performance at scale. Connect With Josh: Website: https://thewfsgroup.com/ Instagram: https://www.instagram.com/troy.joshua/ LinkedIn: https://www.linkedin.com/in/josh-troy-09567198/ YouTube: https://www.youtube.com/@joshuatroy

Episode 1304: The Profit Leaks Draining Your Cash Flow

1 views · July 22nd, 2026

Your business can be busier than ever, bringing in more revenue, yet still leave you wondering where all the cash went. In this episode of Sharkpreneur, Seth Greene interviews Diane Gardner, Profit and Tax Coach, who explains why many owners face a profit problem rather than a revenue problem and how unpriced job costs, rising expenses, and unclear financial reporting can quietly drain cash from a growing business. Diane also shares how profit-first accounting structures, proactive tax planning, and simple dashboards can help owners protect cash, make better decisions, and create more time and freedom. Key Takeaways: → Generating more sales does not automatically resolve cash-flow problems. → Profit coaching identifies the biggest profit leaks first and focuses on practical fixes that deliver fast, meaningful results. → Allocating each dollar spent can help protect funds for materials, payroll, taxes, overhead, and profit. → Opening separate tax and profit accounts is a realistic step toward building stronger financial assets. → Owner freedom means more time, less stress, and the ability to hire and delegate, not just more money. Diane Gardner, Your Profit & Tax Coach, is a speaker, best-selling author, Quilly Award recipient, and host of the Profitable Home Services Podcast. She is a Mastery Level Certified Profit First Professional, Certified Fix This Next Fixologist, Certified Tax Strategist, and Enrolled Agent. Diane helps home service business owners maximize profits, stop overpaying taxes, and gain clarity around their numbers through profit planning and tax planning. Using Profit First principles, she helps owners reduce expenses, increase profit margins, uncover missed opportunities, and keep more money in their pockets. Diane is also a strong believer in masterminds and coaching, participating in three mastermind groups while coaching other entrepreneurs. She is the author of several books, including Your Path to Profit$ and 10 Most Expensive Tax Mistakes. Connect With Diane: Website: https://taxcoach4you.com/ Facebook: https://www.facebook.com/profitcoach4you https://www.facebook.com/dianebg LinkedIn: https://www.linkedin.com/in/dianeberrethgardner/ YouTube: https://www.facebook.com/dianebg

Episode 262: Building Trust in a Regulated Industry

1 views · July 22nd, 2026

Finance affects everyone, but the companies that explain it clearly are the ones most likely to earn trust, change behavior, and stand out. In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Dan Simon, Chairman of Vested and CEO and Co-Founder of Qwoted who discusses the communication challenges inside financial services, including the need to make complex, regulated offerings clear, credible, and relevant. He also explores how fintech, user design, financial literacy, AI, and specialized expertise are shaping the future of financial marketing and professional services.  Key Takeaways:   ·        Financial services companies often struggle because their products are complicated and heavily regulated. ·        Clear communication helps financial companies explain their value to consumers, clients, and other institutions. ·        Finance touches public policy, capital markets, and personal financial stability. ·        Many financial companies face brand, reputation, narrative, or perception challenges. ·        Specialized knowledge matters because finance has strict rules about what companies can and cannot say. Dan Simon is the founder and CEO of ⁠Qwoted⁠, an online network that connects journalists with expert sources and is used by reporters across major newsrooms. He serves on the U.S. Board of Advisors for Reporters Without Borders (RSF) and has built Qwoted's work around press freedom, newsroom economics, and journalists' working conditions. He is the author of ⁠The Money Hackers⁠ (HarperCollins, 2020), which explores how technology has transformed our relationship with money. The book was named the best small business book by the Axiom Awards. Connect With Dan:  Website: ⁠https://www.qwoted.com/⁠ LinkedIn (Personal): ⁠https://www.linkedin.com/in/dansimon/⁠

Episode 1303: How Advisors Can Tap the Hispanic Market Without Speaking Spanish

0 views · July 20th, 2026

Building a successful business takes more than hard work; it takes the right systems, mentors, leadership, and a mission bigger than yourself. In this episode of Sharkpreneur, Seth Greene interviews Digna Deleon-Morris, Co-Founder of Nationwide Financial Firm, who shares her journey from arriving in the United States at 17 and earning $5.25 an hour to leading one of the fastest-growing Hispanic financial firms in the country. A Forbes-featured entrepreneur whose agents have produced more than $30 million in business, she explains how a devastating financial setback became the catalyst for a new mission centered on financial education and entrepreneurship. Digna also discusses the systems, mentorship, marketing, and leadership development that have helped her build a bilingual organization serving families and aspiring business owners nationwide. Key Takeaways: → Sustainable business growth depends on systems, marketing, culture, and leaders who can replicate the model. → A business becomes more scalable when leaders can teach others to replicate the system successfully. → Treating people well and helping them succeed are central to building a strong organization. → Bilingual financial education helps Latinos access more opportunities in the United States. → Success can breed complacency, so leaders must focus on the mission and on helping the next person succeed. Digna Deleon-Morris is a nationally recognized entrepreneur, financial educator, and co-founder of Nationwide Financial Firm, one of the fastest-growing life insurance agencies serving the Hispanic market in the United States. Originally from the Dominican Republic, Digna began her career earning $5.25 an hour and rose to manage an $82 million corporate territory before transitioning to entrepreneurship. After a major financial setback in 2016, she rebuilt her life with a mission to help families protect their income and build generational wealth. Alongside her husband, Willy Morris, Digna built a scalable virtual business model that has empowered hundreds of agents nationwide to start their own agencies and serve clients in both English and Spanish. Today, their organization generates millions in annual premium and continues to expand, driven by a commitment to leadership, faith, and legacy. Digna is passionate about helping Hispanic families reclaim their identity, build wealth with purpose, and create a future that extends beyond a single generation. Connect With Digna: Website: https://www.joinnationwidefinancialfirm.com/ Instagram: https://www.instagram.com/dignadeleonmorris/

Episode 1302: The Insurance Coverage Most Drivers Overlook: Why “Full Coverage” May Not Protect You

0 views · July 15th, 2026

An accident can disrupt far more than a vehicle, and the decisions made in the first days can shape medical care, financial recovery, and a family’s future. In this episode of Sharkpreneur, Seth Greene interviews Brent Couture, an attorney at Couture Law P.A., who explains why listening is central to effective representation, the mistakes people make when managing a claim on their own, and the questions attorneys must ask to assess liability, causation, and damages. Brent also discusses why underinsured motorist coverage matters in Florida, what clients should expect from their attorney-client relationship, and how recent tort reform has shortened the time available to pursue certain claims. Key Takeaways: → Even a seemingly minor crash can create a ripple effect across medical care, work, family responsibilities, and finances. → Every personal injury case requires careful scrutiny of liability, causation, and damages. → Clients should be open about symptoms and prior medical conditions so that an attorney can understand the full impact of the collision. → The term “full-coverage” can be misleading because state-minimum insurance limits may not adequately protect someone following a serious crash. → Effective representation requires understanding how an injury affects a client’s routines, caregiving responsibilities, work, travel, and quality of life. Brent A. Couture earned his B.S. in Economics from the University of California, San Diego, where he also lettered for the intercollegiate volleyball team. He began his legal education at the University of West Los Angeles School of Law, then transferred to Barry University School of Law in Orlando, where he graduated. He limits his practice to plaintiff’s personal injury, wrongful death, and medical malpractice cases. Connect With Brent: Website: https://couturelawoffices.com/ X: https://x.com/couturelawpa LinkedIn: https://www.linkedin.com/in/brent-couture-26ba221b3/ https://www.linkedin.com/company/couture-law-pa/

Episode 261: Become the Advisor Business Owners Need Most

1 views · July 15th, 2026

Selling a business can be financially successful and still leave an owner unprepared for what comes next.   In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Scott Snider, President of the Exit Planning Institute and the Operating Partner of Snider Premier Growth, who explains why an exit strategy is a good business strategy, how intentional value creation can make a company more ready and attractive, and why owners need to plan for their identity and future beyond the business. Scott also outlines how CEPA-trained advisors, coordinated professional teams, and owner education help business owners build stronger companies and prepare for their next chapter.   Key Takeaways:   ·        A successful business exit requires personal planning in addition to business and financial preparation. ·        Owners should start preparing long before a sale because the actions that improve a business now can also increase its future value. ·        Exit planning is not just about selling a company; it is about building a more valuable, transferable, and resilient business. ·        Growing a company intentionally requires attention to human, customer, structural, and social capital. ·        Owners often regret an exit when they have not adequately considered what they are transitioning toward after the business.   Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the organization's strategic direction and oversees the company’s operations and chapter development.  Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience for advisors across all specialties around the globe.   Connect With Scott:  Website:⁠ https://exit-planning-institute.org/⁠ LinkedIn (Personal):⁠ https://www.linkedin.com/in/scott-snider-epi/⁠ LinkedIn (Company):⁠ https://www.linkedin.com/company/exit-planning-institute/⁠ Facebook:⁠ https://www.facebook.com/exitplanninginstitute/⁠ YouTube:⁠ https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgA⁠

Episode 1301: From Resume to Results: How to Hire Leaders Who Actually Deliver

0 views · July 13th, 2026

The right executive hire can accelerate everything, while the wrong one can cost a company far more than a bad résumé suggests. In this episode of Sharkpreneur, Seth Greene interviews David Ulrich, Founder and Principal at David Ulrich Associates, who shares how business owners can distinguish polished candidates from leaders truly equipped to perform, why entrepreneurial capacity matters, and where companies often go wrong when hiring senior executives. He also explains the evolving role of LinkedIn and AI in executive search, the importance of maintaining a strong professional network, and why great recruiters have a fiduciary-level responsibility to both candidates and clients. Key Takeaways: → Strong leadership skills can transfer across industries when candidates understand people, operations, and accountability. → Great executive hiring begins with asking the right questions about the business’s real needs. → Professionals should build relationships with trusted recruiters before they need to find a new role. → A strong LinkedIn profile should clearly convey experience, values, and capabilities. → Ethical recruiters prioritize long-term fit and the well-being of candidates and clients alike. David Ulrich is a seasoned Executive Search and Human Capital Strategist with more than 15 years of experience across the restaurant, hospitality, franchising, and real estate industries. He has a proven record of recruiting, developing, and retaining top talent for organizations at all levels. David is known for his client-focused approach and for providing honest, timely feedback to build long-term relationships. His extensive industry network includes major private equity firms and global restaurant and hotel companies, giving him unparalleled access to top talent and opportunities. David holds a Bachelor of Arts in Economics from the University of Massachusetts Amherst. Connect With David: Website: https://www.davidulrichassociates.com/ LinkedIn: https://www.linkedin.com/company/david-ulrich-associates-executive-search

Episode 1300: Inside the Personal Injury Claim Process

3 views · July 8th, 2026

After an accident, the first call from an insurance adjuster may seem helpful, but it can shape the outcome of a claim before an injured person understands their options. In this episode of Sharkpreneur, Seth Greene interviews Kevin Kaufman, Founding Partner and Attorney at Kaufman & McPherson Personal Injury Lawyers, who discusses how his transition from corporate law to a client-centered personal injury practice shaped his approach to advocacy, communication, and client reassurance. Kevin also explains how early legal guidance, trial preparation, and realistic expectations can affect the value and resolution of an injury claim. Key Takeaways: → Injured people should be cautious about early insurance offers. → Insurance companies seek to resolve claims at the lowest possible cost. → Trial preparation can strengthen settlement leverage. → Clients need clear explanations free of legal jargon. → Community understanding can strengthen client advocacy. Kevin S. Kaufman graduated from Bridgeport High School in 1977, where he received a National Merit Scholarship, a full scholarship from Consolidated Natural Gas Company, and a West Virginia Achievement Scholarship. Mr. Kaufman completed his education at West Virginia University, where he earned a Bachelor of Science in Business Administration, an MBA, and a law degree. Upon graduating from law school, Mr. Kaufman accepted a position with Columbia Gas Transmission Corporation. Shortly thereafter, he was selected to work in the law department of the newly formed production branch, Columbia Natural Resources. In 1987, Mr. Kaufman left the Columbia system to form the Charleston law firm Pierson & Kaufman. He remained a partner in that firm and in its successor, Pierson, Kaufman & Stowers, until 1992. In 1992, Mr. Kaufman returned home to North Central West Virginia and established The Law Offices of Kevin S. Kaufman, which ultimately became Kaufman & McPherson, PLLC. Connect With Kevin: Website: https://wvattorneys.com/ X: https://x.com/KaufmanMcPhers1 Facebook: https://www.facebook.com/KaufmanMcPhersonPLLC LinkedIn: https://www.linkedin.com/company/kaufman-mcpherson-pllc/ YouTube: https://www.youtube.com/@kaufmanmcphersonpllc

Episode 260: The Book That Builds Advisor Credibility

0 views · July 8th, 2026

What changes when prospective clients already understand your value before they ever schedule a first meeting? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Gabe McManus, Publisher at The Influential Advisor, who explains how books, storytelling, and guest podcasting can help advisors clarify their message, build trust with ideal prospects, and create more opportunities to speak and grow their visibility. Gabe also shares why advisors do not need to be writers to create a book and how coaching can help them communicate in a polished version of their own voice. Key Takeaways: → A well-written book allows prospective clients to understand an advisor's philosophy, process, and expertise before they ever become a prospect. → Clients connect with stories because they help people see themselves in the challenges, solutions, and transformations being discussed. → Publishing a book can lead to speaking engagements, podcast appearances, media exposure, and stronger referral conversations. → Appearing as a guest on established podcasts allows advisors to reach targeted audiences without the workload of producing their own show. → The most effective communicators learn how to express their ideas clearly, conversationally, and in ways that inspire action. Gabe McManus is the Publisher of Influential Advisor Media and a go-to resource for financial advisors who want to grow their practices through authority marketing. Gabe works with financial advisors to write and market their books, prepare for podcasts, and build the kind of credibility that attracts ideal clients. He believes the advisors who communicate well do not just stand out from the competition. They become the obvious choice in their market. Connect With Gabe: Website: ⁠⁠https://influentialadvisor.com/⁠⁠ LinkedIn: ⁠⁠https://www.linkedin.com/in/gabemcmanus/⁠

Episode 1299: Turn Packaging Into a Marketing Advantage

1 views · July 6th, 2026

Your packaging may be costing you sales, attention, and margin before a customer even tries your product. In this episode of Sharkpreneur, Seth Greene interviews Jason Wong, Founder and CEO of Paking Duck, who discusses his transition from selling products to manufacturing custom packaging for consumer brands. He explains how factory-direct production, e-commerce experience, and attention to design details can help brands improve packaging quality while reducing costs. Jason also shares how packaging can support social media marketing, strengthen the customer experience, and help growing brands prepare for retail scale. Key Takeaways: → Packaging can influence marketing performance. → Better packaging can enhance product presentation. → Packaging should enhance the unboxing experience. → Strong design details can increase perceived value. → Factory-direct sourcing can reduce packaging costs. Jason Wong is an operator with a background spanning growth marketing, operations, and manufacturing. He is the CEO and founder of Pughaus, a holding company for a portfolio of consumer brands and supply chain service providers. Under the Pughaus umbrella, Jason launched Saucy, a full-service sourcing and logistics firm that helps brands identify the right supply-chain partners and drive cost efficiencies. In 2023, he introduced Paking Duck, Saucy’s packaging manufacturing arm, delivering factory-direct pricing and production solutions tailored to emerging brands. Jason’s CPG investments focus on backing category challengers led by AAPI founders. Notable investments include Doe Lashes, Fly by Jing, Nectar Hard Seltzer, Kaja Beauty, and Awkward Essentials. He has also invested in e-commerce martech companies, including Triple Whale, Postscript, Skio, Icon, Octane AI, Siena CX, Social Snowball (acquired), and Lyvecom (acquired). Connect With Jason: Website: https://www.pug.haus/ Instagram: https://www.instagram.com/pug TikTok: https://www.tiktok.com/@pug X: https://x.com/eggroli

Episode 259: The Insurance Most People Forget

0 views · July 1st, 2026

Most people insure their homes, cars, and even phones, but the income that pays for everything may be the most overlooked asset of all.   In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Greg Nelson, Founder of Strategic Benefit Coach, who shares how personal family experiences shaped his mission to help people understand insurance before they desperately need it. With more than 20 years in the insurance industry, Greg explains why disability income protection is often overlooked by clients and financial professionals, even though it can be the very thing that keeps a financial plan alive. He also discusses how education, transparency, and income continuity can help families focus on recovery rather than worrying about how they will pay the mortgage.   Key Takeaways:   → Every financial strategy depends on a client's ability to earn income. Without that income stream, even the strongest financial plan can quickly unravel. → Many advisors and clients focus heavily on life insurance, investments, and retirement planning while failing to adequately address income protection. → Simply owning a policy is not enough. Clients need to understand how coverage works, what limitations exist, and how benefits would be used during a claim. → Many individuals assume workplace disability benefits provide complete protection without fully understanding potential gaps and restrictions.  → Helping clients understand their options empowers them to make informed decisions rather than simply purchasing whatever product is being promoted at the time.     Greg Nelson is the founder of Strategic Benefit Coach, a client-focused advisory practice built on earned trust, wise counsel, clear communication, and service that exceeds expectations. He is committed to serving as an advocate for his clients, always keeping their best interests at the center of the relationship.   Connect With Greg:  Website:⁠ https://strategicbenefitcoach.com/⁠ Facebook:⁠ https://www.facebook.com/strategicbenefitcoach/⁠ LinkedIn (Personal):⁠ https://www.linkedin.com/in/incomeprotectionspecialist/⁠