SharkPreneur

SharkPreneur

By Kevin Harrington & Seth GreeneBusinessEntrepreneurshipMarketingManagement
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SharkPreneur episodes

  • Lillie Cawthorn

    Lillie Cawthorn is the director of a Sydney-based industrial property trust and has been investing in industrial real estate for the past fifteen years. She has real estate investment interests in Australia, France and the United States, and has travelled extensively, initially gaining investment experience in residential real estate across three countries in which she built and renovated homes she then leased out. Lillie is well placed to compare the benefits of the little-known industrial real estate investment opportunity to the more commonly known residential real estate investment domain.

    She lives in Sydney, and has industrial property investment interests in small unit factories, larger conventional warehouses, and industrial property trusts.

    Prompted by the discovery that very few women invest in industrial real estate, Lillie explored the reasons why. She shares her knowledge and experience in this straight-forward step-by-step guide, encouraging women of all ages to earn passive income in an investment sector traditionally seen as a male domain.

    Seth Greene is a 6 Time Best Selling Author, Nationally Recognized Direct Response Marketing Expert, and the only back to back to back GKIC Dan Kennedy Marketer of the Year Nominee. To Get a FREE Copy of Seth’s new book Podcast Marketing Magic, and access to a Live Podcast Marketing Training Conference Call go to http://www.UltimateMarketingMagician.com

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    23 min
  • Brett Gottlieb

    Brett Gottlieb

    Financial Advisor & Founder

    Brett has been in the financial services industry for over 15 years. He graduated from California State University, Chico with a BA in Business Administration and a BS in Economics. He currently holds the Series 65 securities license and is also independently licensed in life and health insurance in all 50 states. Brett has been a Registered Representative with various Broker/Dealers in the past and currently offers advisory services through Legacy Road LLC, a Registered Investment Advisor, allowing Brett to act in a fiduciary capacity, the highest standard of care, with his clients. Brett is financial custodian for all client assets is Charles Schwab, one of the largest and most respected firms in the business. He knows that this relationship allows his client’s access to the best platform in the industry and some of the top research capabilities available.

    Brett began his career working in employee benefits consulting where he specialized in building retirement plans for the employees of larger corporations. He then took this expertise to the individual planning arena and now helps pre-retirees and retirees with retirement income planning, estate planning, investment portfolio construction, Social Security maximization, life insurance, and Long Term Care Insurance.

    Brett is passionate about educating his clients on retirement income planning. He takes a common sense approach to this process and works with clients to create a retirement roadmap that helps ensure his clients receive the income they need in retirement while protecting their assets. He understands that each client has specific goals when preparing for retirement, but in most cases the underlying theme is to provide asset protection first & foremost, provide income for today and in their future, and if possible to deliver above average returns with reasonable risk. They want to know that their advisor will pay close attention to their portfolios, so they can focus on work or enjoying retirement.

    Brett resides in San Elijo Hills, CA with his wife, daughter and son.

    Seth Greene is a 6 Time Best Selling Author, Nationally Recognized Direct Response Marketing Expert, and the only back to back to back GKIC Dan Kennedy Marketer of the Year Nominee. To Get a FREE Copy of Seth’s new book Podcast Marketing Magic, and access to a Live Podcast Marketing Training Conference Call go to http://www.UltimateMarketingMagician.com

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    20 min
  • Ely Delaney

    Ely Delaney is the Co Founder, Dean and Lead Trainer at Your Marketing University, a marketing education company designed specifically to help teach motivated entrepreneurs and business professionals how to take control of their marketing, online and offline.

    You can have a mediocre product with great marketing and it will do well, but if you have a great product with bad marketing, it isn’t going to go very far.

    The YourMarketingUniversity.com program is geared to help you succeed in business using grassroots marketing tools, tactics and strategies.

    Ely has been in the marketing and multimedia design world since 1996 and is dedicated to helping businesses achieve their marketing goals without the need for expensive advertising agencies.

    Seth Greene is a 6 Time Best Selling Author, Nationally Recognized Direct Response Marketing Expert, and the only back to back to back GKIC Dan Kennedy Marketer of the Year Nominee. To Get a FREE Copy of Seth’s new book Podcast Marketing Magic, and access to a Live Podcast Marketing Training Conference Call go to http://www.UltimateMarketingMagician.com

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    20 min
  • Jeremiah Desmarais

    Connect with me using ---> [email protected]

    You know how most businesses struggle with flat sales, marketing that doesn't really work, and no real growth?

    I solve that, using my experience creating INC 500 fast growth companies.

    If you're an entrepreneur, start up, executive or association that wants to:

    > massively increase profits

    > launch products that shake an industry

    > create strategic alliances that dominate the competition

    > outsource 'busy work' and create highly efficient systems...

    Then we should talk.

    Use this form to set up a chat ---> http://bit.ly/1hgpUZE

    Award-winning B2B/B2C Marketing, digital marketing executive with proven track record of encouraging customers to buy products... and keep them coming back for more.

    Highly versed in Lead Generation programs, demand generation, content development, B2B marketing, B2C Marketing, online marketing and analytics.

    Held various roles in insurance and marketing: Marketing Director, Marketing Executive, Creative Director, Vice President of Marketing, Chief Strategy Officer, Board Member, Investor, Equity Partner

    Recent successes:

    - Transformed flat sales of cloud product to 95% increase in 11 months through strategic promotion

    - Created $28M in lifetime customer value in less than 14 months

    - Generated 2,000 sales leads per month for 26 months

    - Increased lead flow to 70+ B2B Sales force by 321% in less than 120 days

    - Reduced cost per lead by 1200% through digital marketing strategy

    Specialties:

    Insurance Marketing

    Marketing Strategy

    B2B Marketing

    Thought Leadership

    Demand Generation

    Multi-Channel Campaign Management

    Lead Scoring

    Sales Optimization

    Product Launch

    Information Marketing

    Analytics

    SEO, SEM, PPC, SMS/Texting

    Social Media

    B2B Marketing

    Direct Response

    Email Marketing

    Public Speaking

    Marketing VP

    Lead Generation

    Webinars

    Partnerships

    Private Equity Relations

    Marketing Automation

    Financial Services industry

    Digital marketing programs

    Thought leadership content

    Seth Greene is a 6 Time Best Selling Author, Nationally Recognized Direct Response Marketing Expert, and the only back to back to back GKIC Dan Kennedy Marketer of the Year Nominee. To Get a FREE Copy of Seth’s new book Podcast Marketing Magic, and access to a Live Podcast Marketing Training Conference Call go to http://www.UltimateMarketingMagician.com

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    39 min
  • John Lee Dumas

    John Lee Dumas here, the founder & host of EOFire, a top ranked business Podcast where I interview today’s most inspiring Entrepreneurs 7-days a week. To get an audio tour of our about page, just click the play button above!

    EOFire was awarded Best Of iTunes because of our commitment to help guide you on your Entrepreneurial journey by sharing insights from today’s most successful Entrepreneurs.

    Failure is part of every journey, and on EOFire, the first story we share is our guest’s biggest failure and their lessons learned.

    The second story we dive into is our guest’s AH-HA moment and the steps they took to turn that moment into success.

    The grand finale is The Lightning Round, where I ask six rapid-fire questions to extract nuggets of wisdom for you.

    All in all, EOFire is about inspiring YOU to take YOUR entrepreneurial leap. We know that by learning from the failures, the AH-HA moments, and the successes of others, you can begin to craft your dream and take inspired ACTION!

    EOFire has featured incredible Entrepreneurs such as Seth Godin, Gary Vaynerchuk, Barbara Corcoran, Tim Ferriss, Brian Tracy, and over 1000 others. Are you prepared to IGNITE?

    Seth Greene is a 6 Time Best Selling Author, Nationally Recognized Direct Response Marketing Expert, and the only back to back to back GKIC Dan Kennedy Marketer of the Year Nominee. To Get a FREE Copy of Seth’s new book Podcast Marketing Magic, and access to a Live Podcast Marketing Training Conference Call go to http://www.UltimateMarketingMagician.com

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    25 min
  • David Frees

    David is an author, attorney, internationally known speaker and seminar presenter. By the time he was twenty-three, David had visited all fifty states, lived in and studied in four countries and started two businesses, and he has yet to slow down! He is chairman of Success Technologies Inc. and Red Wire Press, and a partner in the law firm of Unruh Turner Burke & Frees where he represents numerous entrepreneurs, executives and corporate clients including banks, developers, and corporations. David has appeared on National Public Radio (NPR) and various radio programs and co-hosted “Abundant Living,” a weekly radio interview program dealing with wealth, goal setting and achievement. He is also the author of the communications book, “The Language of Parenting” and a weekly newspaper column. David has served as a member of the board of directors, an officer, or advisor to many corporations and charitable organizations including the American Cancer Society, the Valley Forge Historical Society, Sentry Technologies, Inc., Success Technologies Inc. and First Financial Bank.

    He has addressed national and international corporate audiences, conferences, conventions and retreats, including employees of J.P. Morgan, PECO Energy, Verizon, Smith Barney, GE, Omnicare, ARAMARK Service Master, the Professional Association of Health Care Office Managers, as well as numerous professional trade associations, Chambers of Commerce, school districts, colleges, universities, business and political groups, including elected officials, political candidates and state legislators.

    http://www.successtechnologies.com/

    Seth Greene is a 6 Time Best Selling Author, Nationally Recognized Direct Response Marketing Expert, and the only back to back to back GKIC Dan Kennedy Marketer of the Year Nominee. To Get a FREE Copy of Seth’s new book Podcast Marketing Magic, and access to a Live Podcast Marketing Training Conference Call go to http://www.UltimateMarketingMagician.com

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    29 min
  • Wally The Web Guy

    Jason "Wally" Waldron, known online as Wally the Web Guy, is an internationally recognized author, speaker, and direct response internet marketer who works with successful entrepreneurs and businesses worldwide to apply his proven Master Key Formula™ to create a stampede of customers for you automatically via the internet. By applying the proven Master Key Formula™ to these select businesses, he's been responsible for creating millions in additional sales and profits, adding value and having fun along the way.

    Seth Greene is a 6 Time Best Selling Author, Nationally Recognized Direct Response Marketing Expert, and the only back to back to back GKIC Dan Kennedy Marketer of the Year Nominee. To Get a FREE Copy of Seth’s new book Podcast Marketing Magic, and access to a Live Podcast Marketing Training Conference Call go to http://www.UltimateMarketingMagician.com

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    23 min
  • Chris Kimball

    Hello, my name is Chris. Since you’re looking for a competent financial planner, however, and these websites are supposed to impress you, let me put it like this: I have been in the financial services business since 1993, helping individuals, pre-retirees, retirees and small business owners find the right answers to their financial planning questions. I'm a Certified Financial Planner Practitioner, an Accredited Estate Planner, a Chartered Mutual Fund Counselor, and am Certified in Long-term Care.

    You know what, though? A lot of people have letters after their name. What they don’t necessarily have, however, is understanding, empathy, sensitivity, and a sense of humor. That’s the difference between a good financial planner, and a great financial life planner.

    As I mentioned in that last section, I’ve been in the financial services arena since 1993. Prior to that I was involved in advertising, sales, and since age four I’ve been playing drums (and man, are my arms tired…). It’s fascinating how all those seemingly unrelated pursuits coalesced into a unique foundation, giving me insights into a myriad of financial planning issues. For example, musicians aren’t known for making a lot of money--after playing professionally for a number of years, not only was I broke, but I was $20,000 in debt (and back in 1984 that was a lot of money!) So I know what it means to experience financial stress. I realized in what a dangerous position I had placed myself, so with the help of the financially-savvy pastor of the church I was attending I set up a payment regime. Within two years I was debt-free. So I also know what it means to overcome severe financial obstacles. Since that time my wife and I have worked hard and achieved a successful life for ourselves and our two sons. So I know the challenges of deciding the best places to invest and grow wealth.

    After beginning my career with Prudential Financial, I accepted the position of Regional Director for Money Concepts Capital Corp. Money Concepts has afforded me the opportunity to continue growing my practice, and in so doing, helping others to grow, too.

    Education

    1977-79 - Centralia College, AA degree, education

    1989-91 - The University of Washington, BA degree, communications

    1998 - The College for Financial Planning, Chartered Mutual Fund Counselor designation

    2005 - The American College, Master of Financial Services

    2010 - Tacoma Covenant Bible Seminary, Master of Biblical Studies

    2011 - Tacoma Covenant Bible Seminary, Master of Divinity (counseling emphasis)

    (By the way, those last two are so I can reassure people when they think their investments haven’t got a prayer…!)

    Achievements

    This is the section of the website where I’m supposed to impress you with all my career achievements, so here goes: I have been a qualifying member of the Million Dollar Round Table every year since 1996 with two Court of the Table honors. I have received considerable industry recognition; achieving Prudential Gold Level Financial Planner status, Presidents Hall of Honor, Prudential Masters Council, the Financial Planning Vanguard Award, several Presidents Citations, Associate of the Year, Investment Leader, Financial Planner of the year, the Distinguished Sales and Marketing Award, and Great American’s “Advantage Plus” award, among others. I have spoken to many industry and public groups over the years, written articles and been interviewed by Kiplinger’s Finance Magazine, Dow Jones Newswire and others.

    While a member of the Tacoma #8 Rotary Club, one of the largest in the Country, I was awarded “Rotarian of the Year.”

    Perhaps my most significant achievement, though (outside of marrying my wife Vicki and raising my two sons) is that in 2003 I founded a Guinness Word Record-breaking charity event I...

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    19 min
  • Cathy Curtis

    Cathy Curtis, Certified Financial Planner™ Passion. Success. Transparency. Service. These four qualities define how financial planner and investment adviser Cathy Curtis lives her life and runs her business. She is fueled by passion for what she does and her business is rooted in personal success. She opted for transparency as a business model—no hidden costs or behind-the-scene incentives—which reinforces the satisfaction she gets from being of service.

    In Cathy's case, being of service means doing something she loves and excels at for the benefit of others who: 1) don't know how, 2) are intimidated or fearful, or 3) who have no interest or time to do for themselves what a trained and trusted expert can do better. Ask anyone in her family and they will tell you that Cathy was born with a brain for business. Her favorite game, as a child, was something she made up called "Important Papers." She would collect old bills and invoices that her dad was ready to discard and tell her siblings they were "playing business".

    Early in her career, Cathy recognized a need that was neglected by most advisors and set out to help savvy women make wise decisions about money. Cathy spent some years climbing the various corporate ladders. She would strive for positions where she could be successful, entrepreneurial and independent. But along the way, she noted discrimination and inequality. "Often I saw women doing the grunt work and men making the money." And she learned that the glass ceiling and wage discrepancies were facts of life for many women. This motivated her to focus on women in her own business and it's one of the main reasons she gets great satisfaction helping women become financially independent and secure around money.

    In her 20's, Cathy discovered the joys of reading business journals and company reports. She also learned that if she liked what a company was doing, she could buy a piece of it by investing in stocks. She found she had a knack for choosing the right companies and investing well and quickly discovered the advantages of creating and maintaining a second income stream through wise investment in stocks and property. As she watched her money grow, she saw that having this passive income liberated her from being limited by her salary.

    It wasn't a great leap for her to start seriously studying financial planning and launch her own business in financial planning. Now with over 13 years of experience working with clients to deliver sound financial advice, she provides a fresh perspective to the prescribed way of thinking about money. Her driving motivation is to empower women to achieve their life goals and see money as a source of choice and liberation.

    Being a Fiduciary

    Cathy decided to work as an independent fee-only investment advisor and financial planner because she wanted to do business on her own terms. She felt in this way she could always do what was best for her clients. As a fiduciary, Cathy is legally bound by a code of ethics requiring the highest obligation of care, good faith and trust to always act in her clients' best interest. Cathy is independent of proprietary products, sales quotas or other conflicts of interest that could influence our advice.

    Empowering Women

    Cathy's clients are individuals who admit they need help and want to work with someone they can trust; who are savvy about money but who "know what they don't know"; and who could do it themselves, but don't have the time or the interest. Cathy loves working with women who are in charge of the finances for themselves or for their families. She works with many savvy women who are smart and capable but who want to work with an expert on their financial planning and investment management. She is motivated by personal passion and satisfaction and specializes in helping women to work through their unique financial issues,

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    20 min
  • Kara Jensen

    Kara Jensen is creative—you can tell because it says so right in her title. At Bop Design, she pours all that creativity into the conception and art direction of client marketing initiatives. Dedicated to communicating each client’s unique business value, Kara forges connections with target markets through strategic design and high-impact marketing concepts.

    Kara has 10 years of experience designing marketing communications for corporations and non-profits. Prior to Bop Design, she spent several years at LPL Financial, designing materials and implementing brand strategies for the corporate office and its financial advisors. Kara also spent three years as marketing communications director for Windsor Capital, developing campaigns, advertisements and websites that improved the company’s performance.

    Dispelling the myth that someone can be too cool for school, Kara holds dual degrees from The College of New Jersey—a BFA in graphic design and a BA in marketing.

    Awards & Community Involvement

    Vistage Member (2010 – 2014)

    San Diego Hunger Coaltion Board Member (2011 to 2013)

    2013 & 2011 SDBJ “Women Who Mean Business Award” Nominee

    2013 Athena Pinnacle Award Nominee

    2013 SD Magazine Women Who Move the City Nominee

    2012 YWCA Tribute to Women in Industry Honoree

    2012 SDDT Women of Influence Honoree

    Seth Greene is a 6 Time Best Selling Author, Nationally Recognized Direct Response Marketing Expert, and the only back to back to back GKIC Dan Kennedy Marketer of the Year Nominee. To Get a FREE Copy of Seth’s new book Podcast Marketing Magic, and access to a Live Podcast Marketing Training Conference Call go to http://www.UltimateMarketingMagician.com

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    18 min

About SharkPreneur

From the publisher's feed

Welcome to the Sharkpreneur Podcast with Kevin Harrington and Seth Greene. Kevin Harrington is the inventor of the infomercial, one of the original sharks from the hit tv show shark tank, and has…

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