SharkPreneur

From Stay at Home Mom – Top 100 Mommy Blogger with 2.5 Million Views

Rebecca Greene, Whinypaluza.com

– The Sharkpreneur podcast with Seth Greene Episode 489 Rebecca Greene

Rebecca Greene, LCSW-R is a Top 100 Mommy Blogger, best-selling author of her book Whinypaluza, and mom of three. She specializes in child behaviors and marital therapy. She started her blog Whinypaluza because she loves to write and share her experiences with others. On The Whinypaluza Podcast she hopes to continue to share the unique parenting challenges every parent faces.

Listen to this informative Sharkpreneur episode with Rebecca Greene about becoming a top mommy blogger.

Here are some of the beneficial topics covered on this week’s show:

●   How there are so many different types of social work people can go into.

●   Why MST is evidence-based therapy for children with severe behavioral issues.

●   How parental exhaustion is absolutely real and effects all parents.

●   Why people don’t always do the right thing when they know they should.

●   How no one knows what they are doing when they are brand new parents.

Connect with Rebecca:

Guest Contact Info

Instagram

 @whinypaluza

Facebook

 facebook.com/whinypaluzaparenting

Links Mentioned:

 whinypaluza.com

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Overcoming Adversity in Entrepreneurship

Adri Kyser, AdriKyser.com

– The Sharkpreneur podcast with Seth Greene Episode 488 Adri Kyser

Adriana Kyser is an inspiring wellness and personal development coach helping women achieve ultimate health, spiritual connection & unshakable confidence through her powerful coaching and online programs. Adriana was born and raised in Caracas, Venezuela, where she went to law school for a few years before moving to the US. Her caring, unique and authentic approach to holistic wellness stems from her personal experience in coping with chronic back pain for over a decade.

Throughout the years, Adriana has received an extensive and growing list of certifications in multiple wellness modalities Like NLP, Yoga, Coaching, Ayurveda, and Reiki just to name a few. She has also been featured in several incredible fitness and wellness brands, and her expertise has appeared in a number of publications. She has helped hundreds of women worldwide live a more mindful, healthy, and balanced lifestyle by providing live training, online classes, coaching sessions, and international retreats focused on helping women discover and develop the innate power of true inner beauty.

Listen to this informative Sharkpreneur episode with Adri Kyser about helping people invest in their health.

Here are some of the beneficial topics covered on this week’s show:

●    How physical pain can be deeply rooted in an emotional cause.

●    How people have the tools to overcome adversity in their lives.

●    Why people need to take care of their health right now more than ever.

●    Why you can’t do personal development if you aren’t healthy.

●    How we have the choice to change the narratives of our stories.

Connect with Adri:

Guest Contact Info

Twitter

@AdriKyserYoga

Facebook

facebook.com/adrikyserwellness

LinkedIn

Linkedin.com/in/adrikyser

Links Mentioned:

adrikyser.com

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From Starting a Business on Mom’s Credit Card to 40 Franchised Locations and Counting

Andy Zapata, Physical Therapy Now

– The Sharkpreneur podcast with Seth Greene Episode 487 Andy Zapata

Andy Zapata served as the Founder and CEO of Physical Therapy Now Franchise, Inc., in Miami, Florida from its inception. He also owns Physical Therapy Now Holdings LLC. in Miami, Florida since its inception February, 2010 to present formally known as Miami Rehab Center LLC with 8 corporate facilities. He is one of the few Medicare Part A Inspectors to inspect Physical Therapy Facilities through-out the country for American Association for Accreditation of Ambulatory Surgical Centers. He opened his first Physical Therapy Center in 2003. Mr. Zapata also owns business in Orthopedics, Interventional Pain Management, Urgent Care, Diagnostic Centers, and Durable Medical Equipment.

Listen to this informative Sharkpreneur episode with Zapata about growing a franchise to over 40 locations.

Here are some of the beneficial topics covered on this week’s show:

●    How you can leverage small amounts of credit to start a business.

●    Why you have to ask for success to become an expert.

●    How you should focus on your systems when things are changing.

●    Why the desire to help more people helps business grow organically.

●    How most entrepreneurs don’t make it past their first hurtle.

Connect with Andy:

Guest Contact Info

Twitter

@AndyZapata1000

Facebook

facebook.com/1800NEWPAIN

LinkedIn

linkedin.com/in/1800newpain

Links Mentioned:

physicaltherapynow.com

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Using a Data Driven App to Make Better Business Decisions

Dan Nicholson, Nth Degree CPAs

– The Sharkpreneur podcast with Seth Greene Episode 486 Dan Nicholson

Dan Nicholson is a lifelong entrepreneur, relentlessly curious and hopelessly sarcastic. When purpose driven entrepreneurs grow tired of spinning their wheels seemingly getting further away from things that actually matter to them, they call Dan for help.He’s had the privilege of completing a prestigious fellowship and worked for some of the largest and most successful companies in the world.

10 years ago he gave all of that up – mostly because he was tired of having meetings about meetings to eventually talk about what to actually do. Instead he spends his time developing tools and helping private clients and partners answer the one question all successful business owners are asking themselves “Am I going to be okay?” through his financial certainty methodologies. Financial Certainty is an unconventional way of looking at business growth. Instead of focusing on acquiring more, the focus is getting closer to the things that actually matter to the business owner/entrepreneur.

The first step to eliminating entrepreneurial anxiety is decreasing the uncertainty around reaching your goals and Dan has developed a set of proprietary algorithms to systematically decrease uncertainty and increase the power entrepreneurs have over their desired outcomes.

Dan realized what he learned in business school doesn’t work for small or medium sized companies. Small businesses owners need to optimize, so different framework. He’s building ideas on how to navigate decision making for small businesses. Book coming out called Seeking Certainty and the certainty app a tool for small to medium sized companies. Has a digital products company called Wealth Q and A. He is an equity partner in a lot of businesses. Wants to help people have certainty. Going to be on Hustle and Flow Chart and Half Past.

Listen to this informative Sharkpreneur episode with Dan Nicholson about using a data driven app to make better business decisions.

Here are some of the beneficial topics covered on this week’s show:

●    How there are many entrepreneurs who have their CPA license.

●    How small business owners are only working with one or two CPAs.

●    Why conventional finance does not work for small business owners.

●    How small business owners need to optimize their business.

●    Why many small business owners don’t make asymmetric bets.

Connect with Dan:

Guest Contact Info

Twitter

@NthDegreeCPAs

LinkedIn

linkedin.com/in/dan-p-nicholson-9135103

Links Mentioned:

certaintyapp.com

nthdegreecpas.com

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Growing to $2 Billion AUM

Jeff Sarti, Morton Capital

– The Sharkpreneur podcast with Seth Greene Episode 485 Jeff Sarti

Jeff Sarti served as Morton Capital’s Chief Investment Officer from 2004 through 2007. In 2008, Jeff left Morton Capital to become co-managing partner of Crosscourt Capital Management, a hedge fund firm specializing in volatility and options trading strategies. Upon the close of Crosscourt Capital in 2011, Jeff rejoined Morton Capital. He is currently CEO and a member of the Board of Managers as well as the Investment Committee at Morton Capital. Before joining Morton Capital, in 2002, Jeff worked at McKee Investment Management, where he served as a portfolio manager and credit analyst overseeing $750 million in assets. From 1999 through 2001, he was employed as a portfolio manager at Joel R. Mogy Investment Counsel, overseeing $1 billion in assets. Jeff earned his Bachelor of Science degree in biology from Stanford University and his MBA in finance from the Anderson School of Business at the University of California, Los Angeles. Jeff is a CFA® chartholder.

Listen to this informative Sharkpreneur episode with Jeff Sarti about growing to $2 billion in assets under management. 

Here are some of the beneficial topics covered on this week’s show:

●    Why people should view their wealth as more than just a number.

●    How building a portfolio for the correct economic season is vital.

●    Why real estate investments allow people to be more conservative if necessary.

●    How they include real estate as assets under management at Morton Capital.

●    Why diversifying portfolios is important for people who are investing.

Connect with Jeff:

Guest Contact Info

Instagram

@mortoncapital

Facebook

facebook.com/mortoncapital

LinkedIn

linkedin.com/company/mortoncapital

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Growing an RIA with Charitable Giving

Andrew Aran, Regency Wealth Management

– The Sharkpreneur podcast with Seth Greene Episode 484 Andrew Aran

Andrew Aran joined Regency Wealth Management as a Partner in 2010 after a two-year affiliation with LPL Financial and over 18 years in Alliance Bernstein’s Fixed Income Division. As a Senior Vice President, he formed and headed Alliance’s corporate bond research group, managed institutional global credit portfolios, a credit-oriented hedge fund, and a retail balanced mutual fund. He has also helped manage numerous institutional and retail bond strategies including open end and close end mutual funds and money market funds. His prior experience includes research roles at PaineWebber, Citibank, and Standard & Poors after being a Relationship Manager at The Chase Manhattan Bank.

A visible and respected professional, Andrew has been published in Institutional Investors, authored a case study in Fabozzi’s Bond Credit Analysis: Framework & Case Studies, has been quoted in The New York Times and The Wall Street Journal; has been quoted or interviewed multiple times on Bloomberg and CNBC and has spoken at numerous financial conferences around the world. He also served on Markit iBoxx’s Oversight Committee. He is a member of the CFA Institute, FIASI, NYSSA (bond and stock analysts associations), and is an Associate member of The National Association of Personal Financial Advisors.

Andrew earned a B.A. from Rutgers University in 1978, an M.B.A. from Fordham’s Graduate School of Business in 1980 and was awarded a Chartered Financial Analyst designation in 1986. He served as President of the Bergen County Chapter of the New Canaan Society from 2011-2015 and still remains active within the organization. Andy is currently a member of the Advisory Board of Street 2 Street and is on the Christian Health Care Center’s Foundation Board. He previously Chaired the Trustee Board at Star of Hope Ministries in Paterson, N.J. He is a member of Grace Church of Ridgewood where he has served on the Elder Board and their finance committee. He is blessed by his marriage to Cindy and with their three children.

Listen to this informative Sharkpreneur episode with Andrew Aran about growing an RIA with charitable giving.

Here are some of the beneficial topics covered on this week’s show:

● How sharing the work of a client between people helps better serve the client.

● Why delivering excellence to their clients leads to word of mouth advertising.

● How investments have been impacted by the COVID-19 pandemic.

● Why it’s important to keep your clients informed and served right now.

● How you can create brand awareness by being involved in the community.

Connect with Andrew:

Guest Contact Info

Facebook

facebook.com/RegencyWealthMangementNJ

LinkedIn

linkedin.com/company/regency-wealth-management

Links Mentioned:

regencywealth.com

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How a Tiny Software Company Competes Against the Fortune 500

Lars Helgeson, GreenRope

– The Sharkpreneur podcast with Seth Greene Episode 483 Lars Helgeson

Lars Helgeson started in the space in 2000, when he co-founded one of the world's first email service providers, CoolerEmail. As a pioneer in responsible email marketing, he grew CoolerEmail into a global software company specializing in communication with over 1,500 clients. In 2010, after spending several years designing and implementing a more comprehensive way to meet the needs of small and mid-sized businesses, Lars launched GreenRope, a cloud-based platform that simplifies and consolidates a company's sales, marketing, and operations. GreenRope currently provides technology solutions to over 3,000 companies worldwide.

In 2017, Lars had the opportunity to write and publish, CRM For Dummies, part of the globally acclaimed "For Dummies" series of books. In the book, he covers strategies and tactics that help businesses design and implement a successful CRM strategy.

Listen to this informative Sharkpreneur episode with Lars Helgeson about creating a CRM company that competes with the Fortune 500.

Here are some of the beneficial topics covered on this week’s show:

● Why some of the best ideas come to us in the shower.

● How businesses need more than just .

● Why businesses need a comprehensive way to track daily activities.

● How GreenRope gives business owners insight to all data on one platform.

● Why businesses don’t need a large team to make them successful.

Connect with Lars:

Guest Contact Info

Twitter

@larshelgeson

Facebook

facebook.com/GreenRope

LinkedIn

linkedin.com/in/larshelgeson

Links Mentioned:

greenrope.com

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What Financial Advisors Should Be Doing Now

James Pollard, TheAdvisorCoach.com

– The Sharkpreneur podcast with Seth Greene Episode 482 James Pollard

James Pollard is the founder of TheAdvisorCoach.com, a marketing consultancy which helps financial advisors get more clients. He is also the host of the "Financial Advisor Marketing" podcast. He is perhaps best known for his monthly paper-and-ink newsletter, The James Pollard Inner Circle, which is read by financial services professionals all over the world. 

Listen to this informative Sharkpreneur episode with James Pollard about financial marketing.

Here are some of the beneficial topics covered on this week’s show:

●    Why it’s important to find your niche in business.

●    How people need to use multiple marking strategies.

●    Why multi-channel marketing is the holy grail for financial advisors.

●    How people get stuck in the seminar hamster wheel.

●    How to get financial advisors to differentiate themselves.

Connect with James:

Guest Contact Info

Twitter

@theadvisorcoach

Facebook

facebook.com/theadvisorcoach

LinkedIn

linkedin.com/in/theadvisorcoach

Links Mentioned:

theadvisorcoach.com

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Growing Your Business by Speaking

Jeff Klein, SpeakerCoop.com

– The Sharkpreneur podcast with Seth Greene Episode 481 Jeff Klein

Jeff Klein is a Speaker and Trainer who has received rave reviews speaking over 600 times, reaching over 15,000 business professionals. He is the author of 30 Seconds to Success: Generating Referrals with Your Elevator Pitch, and the upcoming Speaking as a Business Strategy: 9 Laws to Business Speaking Success. Following successful careers in Advertising, , and Production, Jeff’s individual and group programs assist professionals, who are responsible for generating revenue, to great opportunities to sell. He continues to speak to trade associations, sales organizations, national conventions, and business groups. 

Listen to this informative Sharkpreneur episode with Jeff Klein about the speaking to grow your business.

Here are some of the beneficial topics covered on this week’s show:

●    Why people need to be able to speak about their business.

●    How businesses either need more audiences or better results.

●    Why people need to deliver a speech that generates results.

●    How many people need a little tweaking on what they deliver.

●    Why people have to identify what they do and who they do it for.

Connect with Jeff:

Guest Contact Info

Twitter

@JeffSpeaker

Facebook

facebook.com/JeffKleinSpeaks

LinkedIn

linkedin.com/in/jeffkleinspeaker

Links Mentioned:

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Flying High by Serving the Airlines

Casey , Wiser Wealth Management

– The Sharkpreneur podcast with Seth Greene Episode 480 Casey Smith

Casey Smith, President of Wiser Wealth Management, started the Marietta, GA based company in 2001. Prior to starting Wiser Wealth, Casey worked for a brokerage firm and quickly became unhappy with the traditional brokerage product pushing agenda. He became a Investment Advisor and formed a fee-only financial services firm in June 2001, which later became Wiser Wealth Management, Inc.

In his 19 years with the company, Casey has focused on client service and retention to grow the business. His fee-only firm accepts fiduciary responsibility for its clients’ investments and welcomes investors of all wealth levels. In addition to investing, Casey has positioned Wiser as a one-stop-shop that offers a full complement of services including financial planning and asset management. Tax and legal services are offered through seamless professional partnerships.

Casey has been recognized by his industry and peers with many awards over the years. He was named a Top 20 Innovator in the usage of ETF’s in America, Cobb Chamber of Commerce Top 25 Small Business of the Year, Cobb Life Magazine Top 20 Under 40 and Best Firm. He’s been quoted in numerous publications like the New York Times, The Wall Journal and Atlanta Journal Constitution, to name a few.  

Casey hosts a weekly podcast called the Wiser Wealth Management Roundtable where he explores topics related to personal finance, investing and relevant financial business news and topics. 

Listen to this informative Sharkpreneur episode with Casey Smith about starting a fee-based fiduciary practice.

Here are some of the beneficial topics covered on this week’s show:

How fee-based fiduciaries were not just a fad in financial planning.

Why airline pilots are an underserved niche in financial planning.

How entrepreneurs cannot be put into traditional financial boxes.

Why it’s important to build the right team to fit your business.

How it’s important to maintain the quality for clients through your process.

Connect with Casey:

Guest Contact Info

Twitter

@WiserWealthMgt

Facebook

facebook.com/WiserWealthManagement

LinkedIn

linkedin.com/company/wiserwealth

Links Mentioned:

wiserwealthmanagement.com

wiserinvestor.com

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