Episode 1274: How Peptides Can Transform Your Health and Recovery

Episode 1274: How Peptides Can Transform Your Health and Recovery

2 views · April 8th, 2026

Hormonal imbalances impact more than just sexual health; they can significantly change your mood, energy, and overall well-being. In this episode of Sharkpreneur, Seth Greene interviews Jay Campbell, founder of BioLongevity Labs, who shares his journey from suffering a life-changing injury to becoming a global authority on hormone optimization. Jay discusses how hormones like testosterone, peptides, and bioidentical regulators are crucial in transforming energy levels, brain function, and athletic recovery. As the founder of BioLongevity Labs, Jay educates listeners on how modern environmental factors contribute to widespread hormonal imbalances and offers solutions to address the root causes of illness instead of just masking symptoms. Key Takeaways: → Testosterone therapy can significantly boost energy and mood. → Peptides and bioidentical hormones target the root cause of hormonal imbalances. → Environmental contaminants significantly impact hormonal health. → Many people experience hormonal imbalance without even realizing it. → Optimizing hormones enhances brain function and physical performance. Jay Campbell is a 5-time international best-selling author, men's physique champion, and the Owner and Co-Founder of BioLongevity Labs. Widely recognized as an expert in hormonal optimization, therapeutic peptides, and biohacking for health and performance, Jay is dedicated to helping people break free from the failing "sick care" system and take charge of their health. His journey started after a sports injury led him to rethink traditional health approaches. Through years of intensive research and personal experience, he discovered the power of therapeutic testosterone and peptides—two transformative tools that changed his life and health. As the founder of BioLongevity Labs, Jay leads a revolution by offering cutting-edge peptides and bioregulators to promote cellular regeneration, hormonal balance, and metabolic health. His mission is to inspire and empower others to optimize their health, reverse aging, and realize their full physical, mental, and emotional potential. Connect with Jay: Website: https://jaycampbell.com/ Instagram: https://www.instagram.com/jaycampbell333/ X: https://x.com/JayCampbell333 Facebook: https://www.facebook.com/JayCampbell333/ LinkedIn: https://www.linkedin.com/in/jayccampbell/

Episode 251: The Real Work Behind a Mutual Fund to ETF Conversion

0 views · April 8th, 2026

One wrong portfolio choice can turn a tax-saving strategy into a taxable mistake. Here’s how to prevent it. In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews experienced entrepreneur and investor Jason Marcus, who discusses the realities of building, funding, and scaling companies in today’s capital environment. This conversation explains the difference between fast money and smart money, emphasizing why alignment between founders and investors is essential and why disciplined decision-making is more important than market timing. For RIAs advising entrepreneurial clients or investing alongside them, it offers practical insights on navigating volatility and minimizing downside risk. Key Takeaways: → Not all funding is created equal. Strategic investors who bring experience, relationships, and discipline can be far more valuable than simply the highest valuation offer. → Clear expectations between founders and investors, especially around time horizons and exit strategy, can prevent costly misalignment later. → Entrepreneurs often underestimate how long it takes to achieve liquidity. Building financial buffers and exit optionality protects both business and family stability. → Markets fluctuate, industries trend, but disciplined underwriting and thoughtful scaling remain constant drivers of long-term success. → RIAs can add significant value by helping founders think holistically about personal wealth planning, tax strategy, and diversification beyond their primary business asset. Jason Marcus serves as Chief Operating Officer and Chief Compliance Officer at Scharf Investments, where he recently helped lead one of the largest active mutual fund-to-ETF conversions of the year. Blending executive leadership with deep operational expertise, he oversees firm operations, compliance, and strategic execution during pivotal moments of growth and change. Prior to joining Scharf in 2010, Jason spent eight years at Fairholme Capital Management in multiple operational roles during a period of rapid asset expansion, gaining firsthand insight into how structure, scale, and disciplined execution create the foundation for long-term investment success. Connect With Jason: Website: https://scharfinvestments.com/ LinkedIn: https://www.linkedin.com/company/scharfinvestments/

Episode 1273: When Your Business Depends Too Much on You

0 views · April 6th, 2026

What if the biggest thing holding your business back is the founder’s inability to step away from the day-to-day? In this episode of Sharkpreneur, Seth Greene interviews Robyn Goldenberg, VP at Strategy Leaders, who shares how she helps privately held companies navigate the “messy middle” of growth to become scalable, system-driven businesses. With experience guiding companies from $2M to $30M in revenue, Robyn explains why many founders remain stuck in daily operations and how operational systems can unlock growth and freedom. She also discusses financial discipline, exit planning, leadership challenges, and why a business's ultimate goal should be independence from its owner. Key Takeaways: → When assessing a company’s growth potential, profit, cash flow, and operational structure are more important than top-line revenue. → Tracking how leaders spend their time can expose major inefficiencies, helping business owners identify where to make changes. → A healthy cash flow fosters reinvestment, stability, and effective scaling of operations. → Businesses that rely solely on the owner are more likely to fail, whereas structured systems enable companies to function independently. → Entrepreneurs often start businesses without systems, but scaling becomes impossible without them. Robyn Goldenberg helps business owners build companies that truly work without burnout, excess, or nonsense. A strategist, operator, and mother of three, she has over 15 years of experience supporting small and midsize businesses in growing smarter. As VP at Strategy Leaders, she partners with growth-stage companies ($1.5M–$10M) to develop the structures needed for sustainable growth: clear financials, aligned leadership, operational systems, and a genuine strategic direction. Her approach is direct and action-focused, highlighting clarity, consistency, and accountability. Robyn is also the founder of Bad B CMO, a strategy-first marketing firm that emphasizes systems and a revenue-focused mindset for teams tired of wasting money. Through her third venture, Find Staff, she helps businesses hire faster by connecting them with skilled global talent. A 40 Under 40 honoree and nationally recognized speaker, she’s known for her high-energy, practical insights. Connect With Robyn: Website: https://strategyleaders.com/ LinkedIn: https://www.linkedin.com/in/robyngoldenberg/

Episode 1272: Building a Franchise Empire from One Nutrition Store

1 views · April 3rd, 2026

What happens when an entrepreneur rejects corporate shortcuts and builds a business around relationships, trust, and long-term customer health? In this episode of Sharkpreneur, Seth Greene interviews Timothy Rexius, CEO and President of Omaha Protein Popcorn, Rexius Nutrition Corporation, and Iron Heaven Gyms. Timothy shares his unconventional journey of building a nutrition company that started from a single store in Nebraska and expanded into a multi-brand business operating across several countries. A longtime entrepreneur, former competitive bodybuilder, and international keynote speaker, Timothy now leads several ventures, including Omaha Protein Popcorn, VHI Nutraceuticals, and Iron Heaven Gyms. He explains how franchising former employees, prioritizing customer relationships over commissions, and returning to fundamental business principles helped drive long-term growth. Key Takeaways: → Prioritize building customer relationships and trust rather than relying on high-pressure sales tactics. → Recognizing entrepreneurial potential early can foster long-term leaders. → How humility and careful planning are vital business skills. → Rexius Nutrition grew internationally through networking, collaborations, and personal contacts. → What most entrepreneurs misunderstand when trying to build a brand that truly connects with customers. Timothy Rexius is the President and CEO of Rexius Nutrition, the fastest-growing chain of retail nutritional supplement stores in the United States, with more than 25 locations across 10 states. With over 13 years of experience in the retail industry, Timothy is a proven leader in franchising, business development, and marketing strategy. He is also the co-founder and co-owner of VHI LLC, a wholesale distribution company known for its innovative supplement lines, including the popular OPP Omaha Protein Popcorn. Beyond retail and distribution, Timothy is a co-owner of Iron Heaven Gyms, a trio of premier fitness facilities in West Omaha dedicated to athletes and fitness enthusiasts of all levels. He also hosts the Now or Never Video Podcast, where he interviews successful entrepreneurs and business leaders across the Midwest. A passionate motivational speaker, Timothy shares his hard-earned insights to inspire and empower the next generation of business owners. Connect With Timothy: Website: https://timrexius.com/ Instagram: https://www.instagram.com/timothy_d_rexius/ YouTube: https://www.youtube.com/@timothydrexius

Professional Practices: Stop Asking for Referrals | Link Below | Free Training

1 views · April 1st, 2026

https://www.bookwithseth.com If don’t want to be solely responsible for growing your Professional Practice anymore, you want to get doors opener for you - 50 professional COIs to help grow it every week. Literally, get an unpaid sales force out actively promoting your practice to the perfect clients… then you’ll want to see this. This may be the best video you see all year, and if not, I will personally give you my time on a call to teach you how to get the right centers of influence promoting you in today's market. In this video, I am going to show Professional Practices: How to get consistent referrals from CPAs, attorneys and other COI's. How to have growth that doesn’t require more hours away from home. You’ll have more leads, more referrals, and a much easier way to get clients. In fact, you will get 50 new referral sources in 50 weeks. Now if that sounds good to you and you are ready to get started, then go ahead and click the link you see in the description below to learn more. Otherwise, let's dive right in. https://www.bookwithseth.com

Episode 250: Secrets To 10Xing Your Business: And Cashing Out Tax-Free

0 views · April 1st, 2026

Most business owners don’t realize they’re building an exit they can’t afford. On this episode of The Registered Investment Advisor Podcast, host Seth Greene sits down with Marc Adams, founder of Acquisitions4U, who shares a deeply personal story that transformed his approach to private equity and business growth.  After being diagnosed with stage four cancer during the pandemic and told he had just six months to live, Marc was confronted with a life changing question from his 10-year-old son about what happens to business owners who never get to sell. That moment became the catalyst for the Double and Keep It Framework, designed to help founders of sub-$50 million companies dramatically increase enterprise value. Without giving up equity or taking on burdensome debt, Marc shows entrepreneurs how to exit with significantly more capital. This episode is a masterclass on purpose driven capital, smarter exits, and rethinking how founders truly monetize what they have built.  Key Takeaways: →   Nine out of ten privately held businesses never achieve the valuation owners expect or fail to sell at all. This is often due to poor exit planning and fee erosion.  →   A business generating $750K in EBITDA may only command 1–2x multiples, but when aggregated into a larger $5M+ EBITDA group, valuation multiples can expand dramatically.  →   Waiting until you’re “ready to retire” often means discovering too late that taxes, fees, and valuation discounts can erode 30–50% of the sale proceeds.  →   No Equity Dilution, No Debt Servicing  →   Pivoting from traditional private equity to founder-focused value creation was fueled by personal adversity and a commitment to helping families secure financial futures.  Marc Adams is a strategy mentor and business-exit planner who helps founder-led companies double enterprise value in 12–24 months and structure tax-efficient exits—without heavy dilution or personal guarantees. He’s helped take a company from roughly $140M to a $1B valuation and led a loss-making $18M-revenue business to a $140M exit. A bestselling author with Times Square features, Marc works closely with family offices and private capital, giving founders a practical, buyer-aligned playbook for value creation, clean diligence, and better after-tax outcomes.  Connect With Marc: Website:  ⁠https://acquisitions4you.com/⁠ LinkedIn: ⁠https://www.linkedin.com/in/1marcadams/⁠

Episode 1271: How Lawyer.com Built a Legal Matching Engine

0 views · April 1st, 2026

What does it take to turn a premium domain name into a data-driven legal tech platform serving millions of consumers and hundreds of thousands of attorneys? In this episode of Sharkpreneur, Seth Greene interviews Colleen Joyce, CEO of Lawyer.com, who shares how the company evolved from an early domain development opportunity into a powerful legal marketplace and tech platform. She explains how Lawyer.com helps consumers find attorneys more easily, why the company considers itself a data-driven tech business within the legal industry, and how its services have expanded to include intake, call answering, and AI-powered solutions. Colleen also discusses startup mentality, product evolution, content strategy, and the challenge of staying ahead as AI rapidly reshapes both search and legal operations. Key Takeaways: → Lawyer.com simplifies the process of finding a lawyer by acting as a match-making engine between consumers and attorneys. → The platform is centered on everyday legal needs such as divorce, estate planning, personal injury, and DUI. → Lawyer.com is a tech company first, using data and systems to drive how the business operates. → By embracing AI early, it became central to Lawyer.com’s product development and future planning. → While AI can help with answering and efficiency, important or high-value legal matters still require human empathy and judgement. Colleen Joyce is the CEO of Lawyer.com, the leading online legal marketplace connecting consumers with trusted attorneys across every practice area and location. With nearly two decades of experience in digital media and domain development—from building Popstar.com and interviewing A-list celebrities to growing Lawyer.com into an industry powerhouse—Colleen brings authenticity, energy, and a growth-first mindset to everything she does. Under her leadership, Lawyer.com assists a large number of consumers each month and maintains a network of private practice attorneys who specialize in consumer law. The company's ecosystem includes LawyerLine, an AI-powered 24/7 call intake service that turns leads into signed retainers, and the Lawyer Growth Summit, an immersive annual conference that brings together legal tech innovators and forward-thinking attorneys. Colleen's brand reflects transparency, innovation, and community; she's authentic, unfiltered, and passionate about democratizing access to justice while helping lawyers grow. Connect With Colleen Website: https://lawyer.com/ Instagram: https://www.instagram.com/lawyerdotcom X: https://x.com/lawyer Facebook: https://www.facebook.com/lawyerdotcom LinkedIn: https://www.linkedin.com/company/lawyer-com/ YouTube: https://www.youtube.com/@LDC2025/videos

Episode 1270: Holding the Healthcare System Accountable

0 views · March 30th, 2026

When something feels wrong with your medical care, your instinct may be to trust and move on, but that instinct could cost you more than you realize. In this episode of Sharkpreneur, Seth Greene interviews Russell R. Reynolds, JD, Co-founder of The Law Offices of Reynolds & Reynolds, a seasoned Texas trial attorney specializing in medical malpractice and personal injury law. With a background in healthcare administration and decades of courtroom experience navigating tort reform, ERISA challenges, and complex expert testimony requirements, Russell has built a firm dedicated to holding healthcare providers accountable. He shares how feasibility, case selection, and patient advocacy determine whether justice is even possible and why most potential claims never make it to court. Key Takeaways: → Medical malpractice cases are extremely costly to pursue due to the high cost of expert witnesses → Most firms operate on contingency, meaning attorneys personally finance cases and only recover fees if they win. → Cognitive dissonance prevents many patients from questioning their doctors even when something feels off. → Getting second or third medical opinions is both a right and an essential safeguard. → Most malpractice inquiries are rejected due to economic and legal constraints, despite genuine harm. Russell R. Reynolds, JD, earned his Juris Doctor from Thomas M. Cooley Law School and was admitted to the State Bar of Texas in 2000. He is also authorized to practice before the U.S. District Court for the Northern District of Texas. Over the past 25 years, Rusty has dedicated his career to representing individuals who have suffered personal injuries caused by others' negligence. Rusty has built a reputation as a trusted Motor Vehicle Accident Lawyer. He collaborates with the Reynolds & Reynolds team to ensure victims of Medical Malpractice, Personal Injury, Wrongful Death, and Premises Liability cases receive the compensation they deserve. Rusty co-founded The Law Offices of Reynolds & Reynolds with his sister-in-law, Debra Reynolds, in 2005. When he is not working on cases, Rusty enjoys spending time with his wife, Valerie, and their two daughters. Connect With Russell: Website: https://rrlfirm.com/

Episode 1269: How to Calm Angry People in 90 Seconds

0 views · March 27th, 2026

What if the fastest way to calm conflict is not defending yourself, but helping the other person feel fully heard? In this episode of Sharkpreneur, Seth Greene interviews Douglas E. Noll, Lawyer-Turned-Peacemaker, who shares the powerful method behind his book De-Escalate: How to Calm an Angry Person in 90 Seconds or Less. Drawing from decades of experience in conflict resolution, neuroscience, and even prison mediation, Doug explains how emotional validation can calm anger faster than logic, rebuttals, or apologies. He also reveals how his work has helped everyone from families and couples to incarcerated individuals and why he believes these skills could help heal deep polarization in society. Key Takeaways: → Naming emotions helps calm the mind and regain emotional self-control. → One of the most effective ways to start de-escalating conflict is simply observing how the other person feels. → When emotions flare up, your brain shuts down, removing logic and problem-solving during heated moments. → Apologizing too soon can backfire because people need to feel heard and emotionally understood first. → Incarcerated individuals have used this model to become mediators and peacemakers. Douglas E. Noll is an acclaimed author, speaker, and mediator. After 22 years as a trial lawyer, he shifted to peacemaking and conflict resolution, helping people settle deep, difficult disputes. Noll teaches Decision Making Under Uncertainty and Conflict as an adjunct professor at the Pepperdine Caruso School of Law, Straus Institute. He earned a law degree from the University of the Pacific McGeorge School of Law and a Master’s in Peacemaking and Conflict Studies from Fresno Pacific University. Noll co-founded the Prison of Peace Project, where he trained inmates to become peacemakers in maximum security prisons. Having mediated over 1,500 disputes, he has trained leaders and mediators around the world. Noll is the author of five books, including De-Escalate, and has developed popular online courses. He’s also a jazz violinist, pilot, ski instructor, and tai chi master, living in the Sierra Nevada foothills with his wife. Connect With Doug: Website: https://dougnoll.com/podcast/seth-greene/

Episode 249: The Reverse Multifamily Office: Accounting First, Then Wealth

0 views · March 25th, 2026

What if your accountant helped you build wealth instead of just filing forms? On this episode of The Registered Investment Advisor Podcast, host Seth Greene sits down with CPA and entrepreneur Sean Duncan, founder of SMD Consulting & Accounting, who shares his unconventional journey from preparing for a career in the FBI to sparking a reinvention of the traditional CPA model.  Instead of stopping at compliance, Sean built a subscription-based, holistic advisory firm that brings together tax strategy, wealth management, insurance, and legal coordination to deliver a true family office experience for everyday clients. He shares powerful insights on building a purpose-driven business, scaling with culture, and turning accounting into a strategic engine for growth.    Key Takeaways: → Career purpose matters more than titles. → Traditional accounting leaves opportunity on the table. → SMD thrives with solo and small-group medical practices, particularly surgeons, who earn significant income but are often underserved by traditional family offices.  → Moving to fixed-fee, subscription-style services eliminates billable-hour friction and encourages deeper client engagement.  → Leading with tax strategy and integrated wealth management through partnerships creates a comprehensive solution for high-earning professionals.    Sean M. Duncan has built a powerful reputation as a thought leader in the accounting industry by championing proactive strategy, education, and real-world guidance over routine tax preparation. Through SMD Consulting and Accounting, LLC, he operates on the belief that business owners and individuals need forward-thinking advice as much as they need financial compliance. With more than 25 years of experience, Sean shares his deep expertise in tax strategy, wealth building, asset protection, legacy planning, and philanthropy through conferences, private seminars, client advisory, and mentorship, all driven by a passion for helping others achieve lasting success.  Connect With Sean: Website: ⁠https://smdaccounting.com/⁠ LinkedIn: ⁠https://www.linkedin.com/in/sean-m-duncan-cpa/⁠ Facebook: ⁠https://www.facebook.com/SMDConsultingAndAccounting⁠

Episode 1268: Faith, Family, and the Real Work of Entrepreneurship

0 views · March 25th, 2026

What if the fastest way to scale in a hyper-regulated industry is to build the platform everyone else wishes they had? In this episode of Sharkpreneur, Seth Greene interviews Joseph Shalaby, Broker and CEO of E Mortgage Capital Inc., a national mortgage bank and broker licensed in 48 states. He shares how he started in the mortgage business in 2002 and built an end-to-end, vertically integrated platform that handles licensing, compliance, audits, surety bonds, technology, and infrastructure, allowing other mortgage companies to grow faster. He also discusses the mindset behind serving-first leadership, explains why entrepreneurship is the main barrier to success in mortgages, and describes how his top-ranked business podcast has become a philanthropic passion project focused on faith, family, and self-improvement. Key Takeaways: → E Mortgage Capital’s advantage is its vertically integrated platform combining marketing, tech, legal, compliance, and infrastructure. → E Mortgage Capital focuses on a B2B platform model, bringing mortgage firms onto its infrastructure through partnerships and acquisitions. → E Mortgage Capital works with mortgage company owners who understand the leverage of a strong platform. → Rising compliance and audit requirements are pushing smaller mortgage firms to seek larger platforms. → Success in mortgages depends on work ethic, resilience, and an entrepreneurial mindset. Joseph Shalaby is the CEO and Broker of E Mortgage Capital Inc., a nationwide mortgage platform operating in over 40 states and employing more than 900 licensed loan officers. With over 20 years in the mortgage industry, he has built a reputation for innovation, client-focused service, and increasing access to homeownership. A graduate of UC Santa Barbara with honors, Joseph also studied law at Abraham Lincoln University School of Law, demonstrating his commitment to lifelong learning. Born in Cairo, Egypt, and raised in California, Joseph’s early life and his father’s journey from gas station attendant to physician shaped his drive and resilience. Under his leadership, E Mortgage Capital has become a rapidly growing national lender. Joseph is also a philanthropist and the founder of the Shalaby Foundation, supporting education and underserved communities. Connect With Joseph: Website: https://www.emortgagecapital.com/ Instagram: https://www.instagram.com/josephshalaby Facebook: https://www.facebook.com/josephshalaby/ LinkedIn: https://www.linkedin.com/in/joseph-s-7611718/

Episode 1267: The Wealth Elevator

0 views · March 23rd, 2026

What if the real difference between “saving money” and “building wealth” is just access and knowing how to level up? In this episode of Sharkpreneur, Seth Greene interviews Lane Kawaoka, Author of The Wealth Elevator, who went from engineering and traditional 401(k) investing to building a real estate portfolio of 11 rental properties by 2015 and leaving his day job in 2018. Lane explains the difference between “working-class” investing and “investor-class” investing—especially how accredited investors gain access to higher-quality commercial assets through syndications and private placements. He also breaks down the Wealth Elevator philosophy, the mindset shift from earning money to allocating capital, and how macroeconomics, operator skill, and liquidity constraints shape real-world investment outcomes. Key Takeaways: → Many high-net-worth investors eventually trade scattered rental properties for larger apartment investments through pooled capital. → Flipping properties usually involves more time and risk than long-term buy-and-hold or value-add commercial investments. → The difference between working-class and investor-class opportunities usually comes down to access to capital and larger deals. → Real estate syndications can provide investors with institutional-quality exposure while avoiding some of the inefficiencies associated with large public REIT structures. → Surrounding yourself with experienced investors helps accelerate learning and improve decision-making. Lane Kawaoka owns 10,000+ rental units and leads the “Hui Deal Pipeline Club,” which has acquired over $2.1B+ of real estate by syndicating $200 million+ of private equity since 2016. He has returned over $ 45 million to his investors through distributions. Lane uses his Engineering degree to reverse-engineer wealth-building strategies the rich use in the Top-50 Investing Podcast, The Wealth Elevator. Connect With Lane: Website: https://thewealthelevator.com/ Instagram: https://www.instagram.com/thewealthelevator/ Facebook: https://www.facebook.com/TheWealthElevator/ LinkedIn: https://www.linkedin.com/company/thewealthelevator/

Episode 1266: Build an Onboarding Engine That Prevents Churn

0 views · March 20th, 2026

If you’re adopting AI quickly but revenue isn’t increasing, the issue might not be your tools; it may be your roadmap. In this episode of Sharkpreneur, Seth Greene interviews Apryl Syed, CEO of ApetureCodex, who led three product lines at Sage and later worked on conversion strategies with enterprise brands through Bloomreach, including clients like Staples, Gap, Neiman Marcus, and Williams-Sonoma. She explains how to build an AI-enabled growth roadmap that combines people and automation, enhances the customer journey from “trial to wow,” and delivers measurable revenue growth without copying what everyone else is doing. Key Takeaways: → Using the same AI as everyone else produces the same results. → Some team members excel in rapid change, while others find it challenging. → Identifying where customers reach the “wow” moment helps you eliminate friction in the user journey. → After refining the product journey, improve ad targeting, then optimize landing pages and message-match. → Higher leader volume doesn’t matter if the process and onboarding can’t convert and retain the right customers. Apryl Syed is the CEO of ApertureCodex, a growth and innovation consultancy based in the San Francisco Bay Area. As founder, she helps technical founders see their businesses from multiple perspectives—enhancing sales, marketing, customer success, fundraising, and leadership—so they can bridge the gap between technical skills and business knowledge and grow sustainably. Previously at Sage, Apryl managed three product lines with full P&L responsibility, including sales, support, customer success, marketing, product direction, and development, and led the NPS program across Sage North America. She later led Marketing and Customer Success at Blytheco (Sage’s largest U.S. partner), launched the Bellwether business magazine, developed sales onboarding, and coached teams to close million-dollar deals for manufacturers and distributors. At Bloomreach, she collaborated with enterprise brands like Staples, Neiman Marcus, and Gap to improve digital commerce performance. She also publishes Think Like a CEO and The Founder’s Edge. Connect With Apryl: Website: https://www.apeturecodex.com/ Instagram: https://www.instagram.com/aprylsyedcoach/ LinkedIn: https://www.linkedin.com/in/aprylsyed/

Episode 248: Why RIAs Are Reconsidering Annuities (For Real)

0 views · March 18th, 2026

What if the annuity conversation your clients avoid is actually the simplest way to lower costs, maintain liquidity, and unlock advisory revenue you’re currently missing out on? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Tom McCarthy, Chief Distribution Officer at DPL Financial Partners. He discusses the quiet yet powerful shift transforming the RIA space through the modernization of annuities. They explore how 1035 exchanges are unlocking billions in legacy commission assets, how advisors can convert outdated products into recurring advisory revenue, and why education remains the biggest barrier to adoption. For RIAs navigating independence, mergers and acquisitions, or enterprise valuation, this conversation provides timely insights into how annuities are evolving into strategic planning tools instead of traditional sales products. Key Takeaways: → The advisory model is no longer limited to investments. Modern annuities now support fee billing, liquidity, and tax efficiency, aligning with the RIA model. → Through 1035 exchanges, advisors can convert commission-based annuities into advisory-fee structures. → Commission revenue can complicate valuations and M&A deals. Converting legacy commission books into advisory assets enhances firm valuation and deal flexibility. → Many RIAs still associate annuities with high costs, illiquidity, and a sales culture, not realizing the product has significantly modernized. → DPL allows advisors to fully detach from broker/insurance licenses while maintaining advisory economics on legacy annuity books, removing a major barrier to independence. Tom McCarthy is the Chief Distribution Officer at DPL Financial Partners, where he leads sales and distribution strategies to drive growth in advisory-focused insurance and structured solutions within the RIA and wealth management sectors. Previously, he served as EVP and Head of Wealth Sales at Orion Advisor Solutions, overseeing significant asset growth, doubling RIA adoption of wealth services, and securing key enterprise integrations. Before that, he spent over 20 years at AssetMark, helping grow the firm from $1B to more than $100B in AUM and guiding it through a successful IPO. Connect With Tom: Website: https://www.dplfp.com/ LinkedIn: https://www.linkedin.com/in/tomwmccarthy/

Epoisode 1265: The Revenue Accelerator Playbook

0 views · March 18th, 2026

If buyers don’t care about your product story, how do you meet them where they are and still drive revenue growth? In this episode of Sharkpreneur, Seth Greene interviews Brent Keltner, Ph.D., Founder and President of Winalytics LLC, who leverages his experience leading marketing and sales teams and achieving multiple growth results to explain why most go-to-market efforts fail: they begin with the seller, not the buyer. He explains how to establish a “journey-first” approach that allows buying committees to self-educate, aligns internal teams around a shared value proposition, and turns discovery into the engine that drives real revenue growth. Key Takeaways: → Most teams talk about themselves first, but buyers care more about what is in it for them. → A strong value proposition starts with the outcome the buyer wants. → The best value propositions connect product value, business value, and enterprise value. → Buyers prefer to educate themselves, so companies should give them clear ways to learn at their own pace. → Discovery should be a major part of the sales process because it helps build support across the buying committee. Brent Keltner, Ph.D., is President of Winalytics LLC and the creator of Winalytics’ Journey First Growth methodology. Winalytics helps mid-market and enterprise clients accelerate account-based B2B growth. The team has expertise in various industries, including education, human capital, healthcare, and SaaS. Before starting Winalytics, Brent expanded growth as a revenue leader at four different companies. He began his career as a Ph.D. social scientist at Stanford University and the RAND Corporation. His first book was the Revenue Acceleration Playbook. He has published articles on marketing and sales strategy in MarketingProfs, CEOWorld, the Sloan Management Review, the California Management Review, and Sales and Marketing Magazine. Connect With Brent: Website: http://winalytics.com/ LinkedIn: https://www.linkedin.com/company/winalytics-llc/

Episode 1264: The Hidden Leaks in High-Spend Ad Accounts

0 views · March 16th, 2026

Many businesses obsess over getting more leads, but the real growth happens in what you do after the click. In this episode of Sharkpreneur, Seth Greene interviews Michael Elliot, Founder of Adtrain, who discusses how he built a seven-figure PPC agency starting with just $3,000 in the bank and no safety net. Drawing from his experience with depression, high-risk entrepreneurship, and rapid agency growth, Michael explains what most businesses get wrong about paid traffic, lead follow-up, and data attribution. This episode provides a candid look at how conversion rate optimization, automation, and honest operational discipline turn ad spend into real, scalable revenue. Key Takeaways: → The greatest ROI improvements usually occur after the click, not from attracting more traffic. → Broken attribution and dirty data result in expensive, misleading decisions. → Quick lead responses greatly boost conversion rates. → Automation is most effective when it first addresses key business processes. → AI tools are only useful when connected to fundamentals, not just shiny objects. Michael Elliott is an expert in turning paid media and AI into systems that deliver predictable revenue. With 14 years of experience, he’s renowned for transforming messy ad accounts, vague funnels, and operational bottlenecks into clean, scalable engines that founders can rely on. A Google Premier Partner and top 1% Upwork freelancer, Michael has managed £1.5M/month in ad spend, generated £67M+ in client revenue, and built multiple seven-figure businesses across advertising, AI automation, and the holiday-home industry. Michael’s AI-driven systems have helped companies generate 600–800 leads per month with just one salesperson, leveraging workflows that streamline operations and accelerate response time. His approach focuses on adopting AI in ways that directly impact profit, such as improving qualification, routing, and follow-up—rather than getting distracted by flashy tools. Michael leaves audiences with actionable steps to apply immediately, helping them maximize their ROI. Connect With Michael: Website: https://adtrain.co.uk/