SharkPreneur

How to Gain the Edge in Sales

Jim Padilla, Gain the Edge

– The Sharkpreneur podcast with Kevin Harrington and Seth Greene Episode 479 Jim Padilla

Jim Padilla is the founder of Gain the Edge. He is known in the personal development and business coaching world as the go-to-guy for all things sales. He is a master collaborator whose purpose is to help entrepreneurs leverage the power of collaboration to scale their business so they can impact the world the way they intended.

Listen to this illuminating Sharkpreneur episode with Jim Padilla about all things related to sales.

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

●    How you have to provide value to the people you need help from.

●    Why you want to have 1% of 100 men’s efforts instead of 100% from one man.

●    How Gain the Edge teaches people more without being a salesperson.

●    Why virtual events have to be better than live events to engage the audience.

●    How Gain the Edge helps people understand that they need to stand out.

Connect with Jim:

Guest Contact Info

Facebook

facebook.com/gaintheedgenow

LinkedIn

linkedin.com/in/jimpadilla

Links Mentioned:

https://kd267.isrefer.com/go/MMSL/shark/

gtenow.com/makemoresaleslive

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Tapping into the Impossible to Reach Healthcare Niche

Ara Oghoorian, ACap Asset Management

– The Sharkpreneur podcast with Seth Greene Episode 478 Ara Oghoorian

Ara Oghoorian founded ACap Asset Management, Inc. in 2009 and has over 30 years of experience in finance and accounting. He began his career at Wells Fargo Bank in Huntington Beach, CA before moving up north to spend nine years at the Federal Reserve Bank of San Francisco, where he traveled extensively examining domestic and foreign banks as well as bank holding companies. After the Fed, Ara became a US diplomat with the U.S. Department of the Treasury as an advisor to the Ministry of Finance and Economy in the Republic of Armenia where he simultaneously conducted work in the Republic of Georgia and the Republic of Latvia. Upon his return to the US, Ara lived and worked in Washington, DC for a wealth management firm before deciding to move back home to Los Angeles to start ACap.

Ara has a finance degree from San Francisco State University, is a Commissioned Bank Examiner through the Federal Reserve Board of Governors, holds the Chartered Financial Analyst (CFA) designation, CERTIFIED FINANCIAL PLANNER™ license, Certified Public Accountant (CPA) license, is an Enrolled Agent, and holds the Series 65 license. Ara is also very active in the community and sits on the board of the Water Buffalo Club, and is a director at Mission Valley Bank and Bancorp. He also served as Chairman of the Board for Children’s Music Fund from 2013 to 2017. In his free time, Ara enjoys playing tennis, traveling, going to the beach, opera, and spending time with his family.

Listen to this informative Sharkpreneur episode with Ara Oghoorian about shifting to serve a broader customer base.

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

●    Why it’s important to provide your clients with a one stop shop.

●    How business growth allows people to be pickier about their clients.

●    Why they no longer target and serve only the healthcare industry.

●    How they get a lot of business through referrals and centers of influence.

●    Why it’s important to cultivate your current business relationships.

Connect with Ara:

Guest Contact Info

Twitter

@acapam

Instagram

@acapadvisoraccountants

Facebook

facebook.com/ACapAdvisorsAccountants

LinkedIn

linkedin.com/company/acapadvisorsaccountants

Links Mentioned:

acapam.com

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Using a Radio Show to Grow Your RIA

Chris Boyd, Asset Management Resources

– The Sharkpreneur podcast with Seth Greene Episode 477 Chris Boyd

Chris Boyd is the founder of Asset Management Resources, LLC and the Chief Executive Officer. He has been assisting clients for over twenty-five years. His firm Asset Management Resources, LLC is a registered investment advisor firm in Massachusetts.

In 2004, Certified Financial Planner Board of Standards, Inc. awarded Chris with the financial planning credential of Certified Financial Planner™ professional which is awarded to individuals who meet education, examination, experience and ethics requirements and has previously successfully passed the FINRA administered General Securities Exams (Series 7, 63, 65 and 24) examinations. He also has earned the Chartered Advisor for Senior Living® (CASL®) professional designation from the American College, BrynMawr, PA..

Chris assists his clients in matters of financial planning, investment advice and portfolio management. His clients include individuals & charities. He strives to provide clients with education and advice that will best help them to achieve lasting financial security. He specializes in planning for those in or near retirement.

Listen to this informative Sharkpreneur episode with Chris Boyd about using a radio show to grow an RIA.

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

●    Why an RIA can help you with a secure retirement.

●    How relationships allow RIAs to be more personal.

●    Why it’s really important to have the right people on your team.

●    How if people need help in one area, they probably need help in other areas.

●    Why his radio show has been a driver for client acquisition.

Connect with Chris:

Guest Contact Info

Twitter

@AssetMgmtRsrcs

Instagram

@smorechrisboyd

Facebook

facebook.com/AssetManagementResourcesCC

LinkedIn

linkedin.com/company/asset-management-resources-llc

Links Mentioned:

amrfinacial.com

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Sharing the Love of Wine & Spirits

Gino Colangelo, Colangelo & Parnters

– The Sharkpreneur podcast with Seth Greene Episode 476 Gino Colangelo

Gino Colangelo founded Colangelo & Partners in 2006 after spending over 10 years with global agency Dentsu, business and developing communications strategies for a blue-chip client list that included Siemens, Japan Airlines, Suntory and more. Before Dentsu, Gino spent 10 years in his own retail business, a unique experience in the agency world. Prior to the retail business, Gino spent 2 years in Japan writing copy for an ad agency. He has also lived and studied in Siena, Italy.

In 2006, Gino combined his entrepreneurship with a love of wine and spirits to Colangelo & Partners, now the leading fine wine and spirits communications agency in the US. Since its founding Colangelo & Partners has conceived and executed successful integrated communications campaigns for institutional clients and brand marketers alike. The Colangelo & Partners client roster includes prestigious wine brands such as Charles Krug, Louis Roederer, Luce, Ornellaia and Wagner; alcoholic beverage industry leaders SevenFifty and Vivino; leading wine institutions including the Chianti Classico Consortium, Crus Bourgeois, Prosecco DOC and Wines from Spain as well as leading spirits brands Diplomatico Rum, Disaronno, Partida Tequila and many more.

Colangelo & Partners now lies at the epicenter of the wine and spirits world in the US, working with prestigious global brands and clients throughout the supply chain that drive the wine and spirits industry. Gino is most proud of the team at Colangelo & Partners, the growth of individual employees and the partnerships the agency has built with its prestigious, global family of clients.

Listen to this informative Sharkpreneur episode with Gino Colangelo about operating his food, wine, and spirits PR agency.

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

●    How most entrepreneurs prefer to be their own boss.

●    Why PR agents have a tough job because they only sell and never buy.

●    How Gino left the corporate world to focus on food, wine, and spirits.

●    Why specialization allows businessowners to dominate a niche.

●    How diversification can be achieved while staying in the same business.

Connect with Gino:

Guest Contact Info

Twitter

@ColangeloPR

Instagram

@colangelopr

Facebook

facebook.com/ColangeloPR

LinkedIn

linkedin.com/company/Colangelo-&-partners-public-relations

Links Mentioned:

Colangelopr.com

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Growing a Supplement Company From 0 to $50,000,000

Buck Rizvi, Ultimate Lifespan and RealDose

– The Sharkpreneur podcast with Seth Greene Episode 475 Buck Rizvi

Buck Rizvi's "overnight success" came at the tender age of 41, after slogging it out for 21 years in corporate America. His first e-commerce health business, Ultimate Lifespan, launched in 2005 as a side business and quickly led to his exit from the corporate rat race.

Since that time, Buck's e-commerce health businesses, Ultimate Lifespan and RealDose Nutrition, have generated over $50 million dollars in revenue while helping over 400,000 people worldwide achieve better health.

Listen to this informative Sharkpreneur episode with Buck Rizvi about generating $50 million dollars in revenue through an ecommerce health business.

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

How people can selling dietary .

Why Ultimate Lifespan and RealDose Nutrition were founded.

How Ultimate Dog is being added to the Ultimate Lifespan family.

Why businesses should be eco-conscious right now.

How people want to know what is behind a brand before making a purchase.

Connect with Buck:

Guest Contact Info

Twitter

@buckrizvi

Instagram

@buckrizvi

Facebook

facebook.com/buckrizvi

LinkedIn

linkedin.com/in/buckrizvi

Links Mentioned:

Scalebootcamp.com

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Scaling With Systems – How to Grow Your Business Without Going Crazy

Ravi Abuvala, Scaling With Systems

– The Sharkpreneur podcast with Kevin Harrington and Seth Greene Episode 474 Ravi Abuvala

Ravi Abuvala is the founder of Scaling With Systems, a business accelerator which works to systemize and scale their clients’ businesses leveraging elimination, automation and overseas assistants. In the past 14 months he has created 2, 7-figure businesses with less than 10 employees and has helped 143 entrepreneurs scale to 6-figures and 8 scale to 7-figures. He has spoken on some of the largest stages in his industry and has been featured on Fox News, Entrepreneur, and Forbes.

Listen to this illuminating Sharkpreneur episode with Ravi Abuvala about systemizing and scaling businesses.

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

Why Scaling With Systems was created.

How most entrepreneurs don’t have consistent lead generation.

Why entrepreneurs have to be able to create cold leads.

How entrepreneurs need a scalable offer in order to grow.

Why his business picked up during the COVID-19 pandemic.

Connect with Ravi:

Guest Contact Info

Twitter

Instagram

Facebook

facebook.com/scalingwithravi

LinkedIn

linkedin.com/in/raviabuvala

Links Mentioned:

Scalingwithsystems.com/shark

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Growing Agency Owners' Sanity and Bottom Line

Geoff Skadra, Focus First Business Advisors

– The Sharkpreneur podcast with Seth Greene Episode 473 Geoff Skadra

Geoff Skadra is an artist, designer, wedding videographer, marketer, and entrepreneur. He’s worked with Fortune 500 companies and big government agencies like NASA. He loves taking a complex problem and simplifying it into a process that works repeadly. 

At Focus first Business Advisors, Geoff applies this idea to the companies he works with to solve their performance gaps and help them become more successful, faster.

Listen to this informative Sharkpreneur episode with Geoff Skadra about helping 6 and 7-figure agency owners 2x their revenues. 

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

How owners struggle with and don’t know where to go.

Why agency owners need to transition to a CEO mindset.

How time and emotional goals should be set before profit goals.

Why agency owners should be able to guard their time.

How it’s really critical to have the right analytics in place.

Connect with Geoff:

Guest Contact Info

Facebook

Facebook.com/firstfocusbusinessadvisors

LinkedIn

Linkedin.com/company/focus-first-advisors

Links Mentioned:

Focusfirstadvisors.com

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The Annuity Consultants Stephani Lucas, Spiritual Masochist

– The Sharkpreneur podcast with Seth Greene Episode 472 Stephani Lucas

Stephani Lucas is the founder and CEO of the Annuity Consultants, a boutique FMO she founded in 2010. TAC specializing in annuities, life insurance, disability income, long-term care, and Asset Based LTC. She is also the co-founder and CFO of a lifestyle brand Spiritual Masochist. After almost 20 years in the insurance/financial sector, she grew frustrated by the lack of depth and egocentric business practices. Out of her passion to change the industry from the inside out, she launched the Heart Centered Planning Series, a series of guides and webinars that focus on the transformative value that mindfulness and meditation can have for your business and daily life. She holds a bachelor’s degree in International Business with a focus on leadership and management with a dual degree in marketing from the Arizona State University W.P. Carey School of Business, lives in her lovely home in Austin, TX.

Listen to this informative Sharkpreneur episode with Stephani Lucas about the boutique FMO service the Annuity Consultants.

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

●    Why you shouldn’t strap yourself to a sinking ship in business.

●    How the Annuity Consultants was born and how it’s grown.

●    Why you should help your clients become who they want to be.

●    How there are advisors out there who sell products for the money.

●    Why you have to treat yourself well before you will be treated well.

Connect with Stephani:

Guest Contact Info

Twitter

@annuityconsultant

@HurtsSooooGood

@StephaniLucas

Instagram

@theannunityconsultants

@spiritual_masochist

Facebook

facebook.com/TheAnnuityConsultants

facebook.com/spiritualmas0chist

LinkedIn

linkedin.com/in/stephanilucas

Links Mentioned:

Theannunityconsultants.com

spiritualmasochist.com

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Mindful Money Jonathan DeYoe, Mindful.Money

– The Sharkpreneur podcast with Seth Greene Episode 471 Jonathan DeYoe

Jonathan DeYoe has led DeYoe Wealth Management since 2001, where he and his teamwork one on one with over two hundred families and foundations. Jonathan and his team teach simple steps to financial success and ways to mindfully overcome emotional and cognitive biases related to money. Jonathan is the founder of Mindful.Money, where he provides keynotes and workshops at conferences and local associations.

His team works with businesses to build transparent retirement plan services and financial literacy trainings for employees. Jonathan is passionate about spreading the good news of goal-focused and planning driven wealth management to help people enjoy better financial outcomes AND happier lives!

Jonathan has been a California-based financial adviser for 24 years. He managed investments at a variety of Wall Street Companies before founding his own financial planning firms. He’s a contributor on personal finance matters for the Huffington Post, Business Insider, NerdWallet, and MindBodyGreen. He has been featured in the Wall Street Journal and The New York Times.

Jonathan is a longtime Buddhist, who has practiced meditation for 25 years. He lives in Berkeley with his wife and two children.

Listen to this informative Sharkpreneur episode with Jonathan DeYoe about mindfulness and money.

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

●    How Mindful.Money looks at the evidence for better outcomes.

●    Why they focus on goal focus and planning driven decisions.

●    How the world is always going to throw questions at you.

●    Why you can’t add more happiness with more money.

●    How mindfulness is acceptance without judgment.

Connect with Jonathan:

Guest Contact Info

Twitter

@MindfulMoney_Ed

Instagram

@mindfulmoneyplan

Facebook

facebook.com/MindfulMoneyPlan

Linked In

Linkedin.com/in/jonthandeyoe

Links Mentioned:

Mindful.money

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Financial Services Edition: From Elite Military Service to Hundreds of Millions Under Management

David Blain, BlueSky Wealth Advisors

– The Sharkpreneur podcast Financial Services Edition with Seth Greene Episode 470 David Blain

David Blain is the Founder, CEO, and Senior Wealth Advisor at BlueSky Wealth Advisors, a fee-only, fiduciary, Independent Investment Advisor founded in 1999. He is the author of Invest in Your Life, Not Just Your Portfolio: A Guide to Achieving Financial Independence. He has been a CFA Charterholder member of CFA Institute for 16 years.

David graduated with Distinguished Honors from the United States Military Academy at West Point. He led the West Point Rugby Team to its first ever NCAA final four appearance in 1980. He served 10 years with distinction in U.S. Army. His Unit Assignments included the 82nd Airborne Division at Ft. Bragg, NC; 2nd Battalion, 75th Ranger Regiment, Ft. Lewis, WA; US Army JFK Special Warfare Center & School, FT. Bragg, NC.

Listen to this informative Sharkpreneur episode with David Blain about becoming the only Independent IRA.

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

● How volunteering your time can help open doors.

● Why you need to get yourself known in the community.

● How BlueSky Wealth Advisors uses a flat fee.

● Why asset planning and planning will only get you so far.

● How you should have a niche market.

Connect with David:

Guest Contact Info

Twitter

@blueskywealth

Instagram

@blueskywealth

Facebook

facebook.com/blueskywealthadvisors

LinkedIn

linkedin.com/company/bluesky-wealth-advisors

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