Episode 1300: Inside the Personal Injury Claim Process

Episode 1300: Inside the Personal Injury Claim Process

3 views · July 8th, 2026

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

Episode 260: The Book That Builds Advisor Credibility

0 views · July 8th, 2026

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

Episode 1299: Turn Packaging Into a Marketing Advantage

1 views · July 6th, 2026

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

Episode 1298: How Business Owners Can Add Passive Income with Creative Real Estate

0 views · July 1st, 2026

What if a single real estate deal could generate upfront cash, monthly income, and long-term wealth without relying on traditional bank financing? In this episode of Sharkpreneur, Seth Greene interviews Chris Prefontaine, Chairman and Founder of Smart Real Estate Coach®, who shares how he rebuilt after the 2008 real estate crash and developed a creative-financing approach to investing. He explains his Three Paydays system, designed to generate upfront income, monthly cash flow, and long-term wealth from a single property transaction. Chris also discusses owner financing, lease-purchase agreements, subject-to-existing-financing deals, and how business owners can use real estate to build an additional income stream. Key Takeaways: → One property can generate multiple income streams. → Owner financing can replace traditional lending. → Existing low-rate mortgages can create deal opportunities. → Tight lending drives demand for creative financing. → A few deals can have a meaningful financial impact. Chris Prefontaine is the Chairman and Founder of Smart Real Estate Coach®, a 4x best-selling author, a former Forbes Business Council Member, and a 3-time Inc. 5000 Honoree for Fastest Growing Company. The Smart Real Estate Coach® community operates across North America and has successfully completed hundreds of transactions, helping students do the same. Chris also hosts the Smart Real Estate Coach Podcast, which ranks in the top 0.5% globally. Having navigated major challenges, including the crash of 2008, 9/11, his son’s near-death experience, and the impact of COVID, Chris reengineered his entire business to thrive in all economic cycles. Through that experience, he helps students navigate the constantly changing real estate market. Chris, his family, and his team are focused on empowering individuals and families to create the life of their dreams. Chris and his wife, Kim, have been married for more than 39 years and now focus on creating amazing experiences with their family and community members. Connect With Chris: Website: https://smartrealestatecoach.com/ Instagram: https://www.instagram.com/chrisprefontaine_/ Facebook: https://www.facebook.com/ChrisPrefontaineSmartRealEstateCoach/ LinkedIn: https://www.linkedin.com/in/chrisprefontaine/

Episode 259: The Insurance Most People Forget

0 views · July 1st, 2026

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

Episode 1297: Why Mid-Market Marketing Breaks

0 views · June 29th, 2026

Most companies are not failing at marketing because they chose the wrong platform; they are failing because the strategy, message, and target audience are misaligned. In this episode of Sharkpreneur, Seth Greene interviews Sheila Kloefkorn, CEO & President of KEO Marketing Inc., who shares how B2B companies can move beyond scattered marketing and build strategies that connect with the right audience, answer real buyer questions, and support long-term growth. She also discusses the impact of AI on search, SEO, paid ads, reputation management, and YouTube, and explains why educational content is becoming essential to the modern buyer journey. Key Takeaways: → Marketing works best when strategy precedes tactics. → Mid-market companies often lack senior marketing leadership. → A fractional CMO can help bridge the gap between strategy and execution. → The right message starts with understanding the customer’s needs and pain points. → SEO must account for AI chat results and for frequently asked questions. Sheila Kloefkorn is a marketing expert with more than 25 years of experience helping organizations increase revenue through strategic, results-driven marketing. She is the founder and CEO of KEO Marketing, a Phoenix-based B2B marketing agency specializing in marketing strategy, messaging, digital infrastructure, campaign execution, and analytics. Since founding KEO Marketing in 2000, Sheila and her team have developed award-winning campaigns for Fortune 1000 companies and mid-sized businesses across the United States and in more than 100 countries. Her work has helped clients achieve hundreds of millions of dollars in revenue growth. Sheila has received numerous industry honors, including recognition from the Phoenix Business Journal, the Stevie American Business Awards, and MarSum. A certified business coach and frequent speaker, she is also active in the marketing community, serving in leadership roles with the Business Marketing Association, the American Marketing Association, and SEMPO AZ. Connect With Sheila: Website: https://keomarketing.com/ LinkedIn: https://www.linkedin.com/in/sheilakloefkorn/

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

0 views · June 24th, 2026

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

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

0 views · June 24th, 2026

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

Episode 1295: The Systems That Free Business Owners

0 views · June 22nd, 2026

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

Episode 258: Turning Online Ads Into Annuity Sales

1 views · June 17th, 2026

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

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

1 views · June 17th, 2026

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

Episode 1293: How Fight Camp Disrupted Home Boxing and Fitness

0 views · June 15th, 2026

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

Episode 1292: Retire in 10 Years or Less

0 views · June 10th, 2026

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

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

0 views · June 10th, 2026

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

Episode 1291: Mastering Emotional Regulation at Work

0 views · June 8th, 2026

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

Episode 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/⁠