Episode 1312: The AI Webinar Concierge Advantage

Episode 1312: The AI Webinar Concierge Advantage

0 views · August 19th, 2026

What if every webinar registrant received a personalized call at the exact right moment without adding another salesperson to your team? In this episode of Sharkpreneur, Seth Greene interviews Sam Chang, Founder and CEO of VTM Group, who shares how his journey from door-to-door sales and virtual staffing led him to build AutoCaller AI, a voice AI platform that automates sales conversations. He explains how an AI webinar concierge can contact registrants before, during, and after an event to improve attendance, engagement, follow-up, and overall conversion rates. Sam also discusses drop-off recovery, personalized conversations, AI-powered sales agents, and his vision for helping more businesses build scalable webinar funnels. Key Takeaways: → AutoCaller AI automates sales calls while maintaining a realistic tone, personalization, and conversational engagement. → Webinar operators often lose potential revenue because they lack the staff to contact every registrant personally. → Calling registrants shortly before an event can improve attendance and reduce missed opportunities. → AI can contact no-shows five, ten, or fifteen minutes after a webinar starts, encouraging them to join. → Post-webinar calls can deliver replays, promote upcoming events, book appointments, or present special offers. Sam Chang is the founder and CEO of VTM Group, which includes VTMEMBER, a virtual staffing company, and AutoCaller AI, an AI-powered appointment-booking platform. He scaled VTMEMBER from zero to 250 employees in three years, serving clients across North America. Through AutoCaller AI, Sam helps businesses automate speed-to-lead calling, follow-up, appointment booking, and pipeline reactivation without adding headcount. The platform integrates with GoHighLevel and combines AI voice agents, paid advertising, automated nurture, and trained closers to improve show rates, close rates, and revenue growth. Before founding VTM Group, Sam helped expand TELUS’s door-to-door sales operation from 25 to 350 representatives and contributed to more than $750 million in revenue. He later developed a nationally adopted sales curriculum and brought advanced sales psychology into AI voice technology. Connect With Sam: Website: http://vtmember.ca/ Instagram: https://www.instagram.com/vtmember/ X: https://x.com/vtmemberteam Facebook: https://www.facebook.com/vtmemberteam LinkedIn: https://www.linkedin.com/company/vtmember

Bonus Episode: Life-Informed Wealth Planning Across Generations

0 views · August 19th, 2026

What if the most important part of your financial plan has nothing to do with the numbers on your statement? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Mitch Hamer, Founder and Lead Advisor at Intersecting Wealth, who shares how his psychologically informed approach helps high-net-worth families navigate money across multiple generations. Drawing on his background in psychology, Mitch explains why the most impactful conversations rarely revolve around spreadsheets and how “life-informed” planning better reflects clients’ real goals, stories, and risk capacity. He also discusses evolving the business from a trusted practice into an enduring enterprise while adapting to AI, shifting client expectations, and a rapidly changing wealth landscape. Key Takeaways: → How life, psychology, behavior, and money shape every client’s decision. → More client breakthroughs come from conversations about biases, fears, and dreams than from portfolio models. → How estate planning, account titling, and goal-setting are often underserved, and each entity in a complex family structure deserves its own balance sheet with clear objectives. → What life-informed planning looks like in practice and why a one-size-fits-all model can cause advisors to miss what truly matters to clients. → Why LinkedIn and content creation are key to Intersecting Wealth’s next chapter. Mitch Hamer is the Founder and Lead Advisor at Intersecting Wealth. He values guiding families through the comprehensive financial planning process. Given his approach, which is more psychological and behavioral than financial, Mitch enjoys helping families zoom out on what gets too much attention, zoom in on what is largely ignored by advisors, and then pull it all together. He finds being on the journey with families as they find clarity around their goals and dreams, and supporting them in implementation, uniquely rewarding. Prior to founding Intersecting Wealth in 2024, Mitch spent the previous eleven years as a Financial Advisor to high-net-worth individuals and families. Connect With Mitch: Website: https://intersectingwealth.com/ LinkedIn: https://www.linkedin.com/in/mitchellphamer/

Episode 1211: How to Build an Eight-Figure Education Business

0 views · August 17th, 2026

Your professional expertise could become a scalable asset that generates revenue without requiring more hours from you. In this episode of Sharkpreneur, Seth Greene interviews Justin Montgomery, Founder of The Elite Nurse Practitioner, who shares how he went from working as a nurse practitioner to building cash-based medical practices and an eight-figure online education company. He explains how professionals and entrepreneurs can turn specialized knowledge into continuing education courses, build an audience, and create a scalable marketing engine. Justin also reveals why valuable content, strategic outsourcing, and separating income from personal time are essential to building a business that supports financial and location independence. Key Takeaways: → Business ownership does not automatically create freedom if the owner must personally deliver the service. → Cash-based business models provide owners with greater control than those dependent on third-party payers. → Early failures can provide the experience and insight needed to build a successful, repeatable business model. → Building an audience before launching a course creates a stronger foundation for generating initial sales. → A scalable education business can create financial independence, location flexibility, and a lasting impact on customers and their families. Justin Allan Montgomery is the founder of The Elite Nurse Practitioner, a thriving business he launched in 2019 to teach nurse practitioners unique clinical and business skills, empowering them to start their own practices and break free from traditional work environments. With a background that includes a bachelor’s in biology and chemistry, a bachelor’s in nursing, and a Master of Science in nursing, Justin scaled his business to 7-figure annual revenue in just three years. By providing valuable content and addressing a major issue in his profession—lack of autonomy and underpayment—he built a scalable online course business that helped him achieve an 8-figure net worth. By working part-time while still seeing patients, he achieved financial independence before age 40, demonstrating the power of automation and passive income. Connect With Justin: Website: https://procoursestart.com/ Facebook: https://www.facebook.com/profile.php?id=61574146510784 LinkedIn: https://www.linkedin.com/company/procoursestart/ YouTube: https://www.youtube.com/@ProCourseStart

Episode 1310: The Truth About Franchise Ownership

0 views · August 12th, 2026

What if the fastest path to business ownership is not building from scratch, but choosing the right proven system? In this episode of Sharkpreneur, Seth Greene interviews Adam Goldman, Franchise Consultant, who explains how franchise ownership can give aspiring entrepreneurs a proven system, greater agency, and a path out of corporate life. He shares how to evaluate opportunities, assess cultural fit, use franchisee validation, and understand the realities behind earnings claims and startup cash flow. Adam also reveals the biggest myths, red flags, and due-diligence questions that prospective owners should consider before choosing a franchise. Key Takeaways: → Franchise ownership can provide a proven system for entrepreneurs who do not want to build every process from scratch. → The best franchise owners recognize the value of following an established model, especially during the early stages of business. → Franchising extends beyond restaurants, with opportunities available across dozens of industries. → Cultural alignment between the franchisee and franchisor can be just as important as the financial opportunity. → The right franchise can give professionals greater control over their time, income, career, and family life. Adam Goldman is a franchise consultant, experienced investor, serial entrepreneur, franchisee, and Master Franchisor with more than 20 years of experience building and growing businesses across multiple industries and continents. Throughout his career, Adam has founded three successful companies on two continents, including an IT company in Poland and a real estate investment company in Texas. Most recently, he grew the Vanguard Cleaning Area Developer concept in Houston into a multimillion-dollar annual enterprise with more than 30 franchisees and 300 customers, which he successfully sold. Adam brings a unique blend of hands-on franchise ownership, business investment experience, and entrepreneurial insight to his work as a franchise consultant. His background allows him to guide aspiring business owners through the franchise selection process with a practical, real-world perspective. Connect With Adam: Website: https://www.franchisecoach.net/ Instagram: https://www.instagram.com/franchisecoach_adam/ Facebook: https://www.facebook.com/leadingfranchiseconsultant/ LinkedIn: https://www.linkedin.com/in/adamgoldmanfranchise/ YouTube: https://www.youtube.com/channel/UCRQCtHcOPenRfQ_0IlMY08Q

Bonus Episode: Building a Firm Around the FORM of Life

0 views · August 12th, 2026

What if your financial advisor cared less about beating benchmarks and more about the family tree, mission, and life you’re actually building? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Tyson Ray, CFP®, CExP®, CIMA®, CEO and Founding Partner of FORM Wealth Advisors, who shares how an eviction notice on his family’s fridge shaped a mission-driven approach to money. As the author of The Total Relationship and the forthcoming Total Succession, Tyson explains why real advisory work starts with family, occupation, recreation, and mission—not pie charts, past performance, or product pitches. He shares insights into scaling past a billion in assets, fixing painful missteps with clients and the team, and preparing both families and advisors for the next great wave of wealth transfer. Key Takeaways: → How FORM Wealth Advisors structures reviews and planning to reflect the actual shape of a client’s life. → Why advisors stop selling last week’s winning lottery numbers and start owning real-life responsibility for clients. → How FORM Wealth Advisors serves every branch of the family tree and why that has been vital to the firm’s growth. → Why cutting “smaller” clients can erode trust in a close-knit community. → How inheritances split one large relationship into many smaller ones. Tyson Ray, CFP®, CExP®, CIMA®, CEO, and Founding Partner of FORM Wealth Advisors, has developed extensive expertise in investment management, financial planning, and business exit strategies, earning recognition from Forbes, Barron’s, and AdvisorHub as a top advisor. Tyson also actively contributes to his community through philanthropic initiatives, including Children’s World Impact. His journey began at Badger High School, where, as a sophomore, he invested $100 in mutual funds, sparking a lifelong passion for financial strategy. After graduating from the University of West Florida, he returned to Southern Wisconsin to launch his career in financial services. Tyson enjoys spending time with his wife and three children, as well as hunting, fishing, playing golf, and exploring the outdoors. Connect With Tyson: Website: https://totalsuccession.com/ LinkedIn: https://www.linkedin.com/in/tysonray/

Episode 1309: The Next Evolution of the Video Sales Letter

0 views · August 10th, 2026

AI can write faster, but the real breakthrough occurs when it understands the strategy behind the words. In this episode of Sharkpreneur, Seth Greene interviews Jon Benson, Copywriter, Entrepreneur, and AI Pioneer, who shares how his direct-response copywriting evolved into building an AI platform for long-form sales copy. He explains why his team focuses on pre-prompting, promptless AI, frameworks, and LLM-agnostic systems rather than basic chatbot-style prompting. Jon also discusses how BNSN AI interviews users like a copywriter would, researches the market, strengthens messaging, and helps marketers create copy designed to convert. Key Takeaways: → BNSN AI was built to help marketers create direct-response copy faster and more efficiently without replacing copywriters. → Pre-prompting and promptless AI describe how this platform guides output before a traditional prompt is ever sent. → BNSN AI is designed to work with multiple LLMs. → The system runs copy through multiple models, settings, and revisions before the user sees the final result. → Many AI writing tools struggle because they function as simple skins on top of chatbots rather than as purpose-built copy systems. Jon Benson is a copywriter, entrepreneur, and AI pioneer whose work has quietly shaped how the world buys online. Best known as the inventor of the Video Sales Letter, a format that became the backbone of modern digital marketing, he has spent decades writing copy that moves people to act—not through manipulation, but through what he calls “persuasion that feels good on both sides.” In 2010, Jon turned his attention to copywriting software, becoming one of the earliest pioneers at the intersection of AI and sales copy. That work eventually evolved into BNSN, a platform trained exclusively on high-converting marketing campaigns and built for small-business owners who sell good things to good people. BNSN reflects Jon’s core belief that the human element of business—community, coaching, and genuine connection—distinguishes sustainable success from a flash in the pan. Connect With Jon: Website: https://bnsn.ai/ Instagram: https://www.instagram.com/itsjonbenson/ X: https://x.com/itsjonbenson Facebook: https://www.facebook.com/itsjonbenson LinkedIn: https://www.linkedin.com/in/jonbenson/ YouTube: https://www.youtube.com/channel/UCPDvmgurd-rym4pyPjviIuw

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 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 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/