Episode 1292: Retire in 10 Years or Less

Episode 1292: Retire in 10 Years or Less

0 views · June 10th, 2026

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

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

0 views · June 10th, 2026

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

Episode 1291: Mastering Emotional Regulation at Work

0 views · June 8th, 2026

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

Episode 1290:How to Get the Whole PIE in Business

0 views · June 3rd, 2026

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

Episode 257: What Advisors Miss About Federal Benefits

0 views · June 3rd, 2026

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

Episode 1289: Building Better Testing Systems

0 views · June 1st, 2026

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

Episode 1287: Why Once-a-Year Accounting Fails

0 views · May 25th, 2026

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

Episode 1286: Why the Post-Click Experience Drives Conversions

0 views · May 20th, 2026

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

Bonus Episode: Revolutionizing Investment Analysis for Financial Advisors

0 views · May 20th, 2026

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

Episode 1285: How Creators Land Big Opportunities

0 views · May 18th, 2026

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

Episode 255: How to Build a Memorable Financial Brand

0 views · May 13th, 2026

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

Episode 1284: The Future of B2B Marketing on LinkedIn

1 views · May 13th, 2026

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

Episode 1283: Why Traditional Financial Advice Fails Entrepreneurs

2 views · May 11th, 2026

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

The Ultimate Door Opener For Financial Advisors & Professional Practices

2 views · May 10th, 2026

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

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

0 views · May 6th, 2026

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

Bonus Episode: How Bill Good Marketing Doubles Advisor Production

0 views · May 6th, 2026

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