SharkPreneur

Making Money Funny

Bob Wheeler, The Money Nerve

– The Sharkpreneur podcast with Seth Greene Episode 459 Bob Wheeler

Bob Wheeler is a man of true integrity with infections energy. His crusade for personal growth has cross-pollinated with his accounting practice to create a new approach to personal finances. His passion is to help others gain insights about how their emotions trigger financial decisions. Combining finances with behaviors, Bob explores his personal concept of creating a healthy relationship with money in his recent book, The Money Nerve.

While strengthening his accounting practice, Bob has simultaneously pursued his love of satire and ventured into the realm of standup comedy. From his thirty years of helping clients, Bob has distilled a concoction of warmth, humor, information, motivation, and budgeting directives that he offers to anyone with financial concerns. He is also currently the CFO for The World Famous Comedy Store.

Bob’s world travels have led him to high altitudes. He has climbed Mr. Kilimanjaro, ascended to Mount Everest Base Camp, and hiked several smaller mountains in between. With char and humor, his experiences on the road, in the office, or running a Greek marathon, feed his wit as a stand-up comic and financial motivator.

Listen to this informative Sharkpreneur episode with Bob Wheeler about using comedy as a financial motivator.

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

●    Why comedy can be used as an excellent tool to break down barriers.

●    How people carry money shame because of their previous money choices.

●    Why being aware of your issues can help you deal with making decisions.

●    How you need a healthy relationship with money and what that looks like.

●    Why you are more than your accomplishments and your bank accounts.

Connect with Bob:

Guest Contact Info

Twitter

@TheMoneyNerve

Instagram

@themoneynerve

Facebook

facebook.com/TheMoneyNerve

LinkedIn

linkedin.com/in/bob-wheeler-88029512

Links Mentioned:

themoneynerve.com

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Viral Mommy Blogger Talks About How to Collect People

Rachel Miller,

– The Sharkpreneur podcast with Kevin Harrington and Seth Greene Episode 458 Rachel Miller

Rachel Miller is a lifetime learner, giver of hugs and kisses, mom to a van full, and an online entrepreneur. She has built several multiple 6-figure and 7-figure businesses, authored multiple books, which EACH sold more than 100,000 copies. She now helps other businesses grow engagement for their brands - she has helped 49 Businesses get their content in front of more than 10,000,000 people with virtually no ad spend!

Listen to this illuminating Sharkpreneur episode with Rachel Miller about collecting people to build an audience.

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

●    How your number of followers doesn’t always equate to a high income for you.

●    Why you should use “I am” statements that your audience would use themselves.

●    How you need to make clients aware you exist and connect with your audience.

●    Why you need to love, serve, and sell to your clients who are already connected.

●    How you can’t stop at the sale and you need to get your clients results as well.

Connect with Rachel:

Guest Contact Info

Instagram

@rachelmillermarketing

Facebook

facebook.com/groups/pagestrategies

@moolahMarketer

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Taking on the 800lb Gorilla in Your Niche

Chas Wilson, Master Networks

– The Sharkpreneur podcast with Seth Greene Episode 457 Chas Wilson

Chas Wilson works with entrepreneurs on a local level, educating them, equipping them, and empowering them with the tools they need so they can look towards leaving a legacy beyond the business. He speaks to audiences nationwide, training them with the best models and methods to use to achieve success in their business.

Chas believes that the failure rate for small businesses is unacceptable. His mission is to provide entrepreneurs with the support and the network they need to make their business more than just a means to make a living -- he wants them to be able to leave a legacy. What they’re doing isn’t small, and it’s not about them -- it’s about the people they can help. And he will help them get there.

Listen to this informative Sharkpreneur episode with Chas Wilson about organizing business groups in local communities.

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

●    Why you need to be intentional about who you connect with for your business.

●    How enhancing relationships with education creates long-term clients.

●    Why referrals through relationships yield the best customers for your business.

●    How there are five business disciplines and one master skill to grow businesses.

●    Why you need a network and can’t build a company without connections.

Connect with Chas:

Guest Contact Info

Instagram

@chaswilsonceo_

Facebook

@chaswilsonceo

@MasterNetworksInc

LinkedIn

linkedin.com/in/chaswilson

YouTube

youtube.com/user/ChasWilson311

youtube.com/user/MasterNetworks1

Links Mentioned:

Masternetworks.com

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Beating the New IRA Tax Death

Jim Lange, Lange Financial Group

– The Sharkpreneur podcast with Seth Greene Episode 456 Jim Lange

Jim Lange is a CPA, Attorney and Financial Advisor. His estate and tax planning strategies have been endorsed by TheWall Street Journal (36 times), Newsweek, Money Magazine, Smart Money, Reader’s Digest, Bottom Line, Kiplinger’s, and most recently, Forbes Magazine. Jim has authored five peer-reviewed articles in Trusts & Estates. He is a regular columnist for Forbes.com, and his expertise on Roth IRA conversions was solicited for an article in the February 2019 issue of Forbes magazine.

With 35 years of retirement and estate planning experience, Jim and his team have drafted 2,680 wills and trusts, as well as sophisticated beneficiary designations for IRAs and other retirement plans using Lange’s Cascading Beneficiary Plan. They have also administered hundreds of estates whose families have benefitted from these plans.

Jim is the author of eight best-selling books, including three editions of Retire Secure!, endorsed by Charles Schwab, Larry King, Ed Slott, Jane Bryant Quinn, Roger Ibbotson, and 50 other experts; The Roth Revolution, endorsed by Ed Slott, Natalie Choate, and Bob Keebler; The $214,000 Mistake, How to Double Your Social Security and Maximize Your IRAs endorsed by Larry Kotlikoff, Jonathan Clements, Paul Merriman, and Elaine Floyd; and The IRA and Retirement Owner’s Guide to Beating the New Death Tax endorsed by Burton Malkiel, Jack Tatar, Bill Losey, and Stephan Leimberg.

Jim created The Roth IRA Institute—offering professionals in the industry advice and recommendations. His proof of the tax and estate planning advantages of Roth IRA conversions has been peer-reviewed by the top tax journal of the American Institute of . Further, all 15 IRA experts interviewed on his radio show have indicated that most taxpayers, at some point, will benefit from a Roth IRA conversion—and that was before today’s favorable new tax brackets made Roth IRAs even more advantageous.

Listen to this informative Sharkpreneur episode with Jim Lange about beating the new death tax.

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

●    How providing relevant content and pursuing the press helps gain endorsements.

●    Why helping people and the satisfaction of doing a good job feels the best.

●    How your should be so good that you can outspend your competitors.

●    Why you need to stay in front of your clients and keep in touch to serve them.

●    How the best way to obtain new clients is through in-person workshops.

Connect with Jim:

Guest Contact Info

Twitter

@rothguy

Facebook

facebook.com/RothRevolution

LinkedIn

linkedin.com/in/jameslangecpa

YouTube

youtube.com/user/retiresecure

Links Mentioned:

paytaxeslater.com

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Best Practices for the New Email Marketing

Melanie McMurrain, Rize

– The Sharkpreneur podcast with Seth Greene Episode 455 Melanie McMurraine

Melanie McMurrain has a unique insight into the mindset triggers and needs of an audience—while understanding the techy details and limitations of ESPs and CRM databases. As a former teacher turned digital marketer, Melanie holds a Bachelor’s degree in Psychology and a Master’s degree in Instructional Technology.

Over the last five years, she’s put these skills to good use in the trenches of the world, designing and managing multiple seven-figure launches on behalf of countless entrepreneurs, authors, creators, teachers and thought leaders, a former professional Arena League football player and one of the original sharks from the first season of Shark Tank.

Listen to this informative Sharkpreneur episode with Melanie McMurrain about utilizing digital marketing to attract an audience.

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

●    Why watching leads and the conversion points allows you to see weaknesses.

●    How it’s critical to be in mastermind groups and have mentors to help you.

●    Why you must be seen and heard and be able to build long lasting relationships.

●    How your is your most powerful tool to generate leads and sales.

●    Why you should have a clean list of people who think of you as a mentor.

Connect with Melanie:

Guest Contact Info

Twitter

@RIZEmktg

Facebook

facebook.com/rizemarketing

LinkedIn

linkedin.com/in/melaniemcmurrain

Links Mentioned:

Rizemarketing.com

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From Music Geek to Leading the Largest Tribe of Coaches in India

Siddharth Rajsekar,

– The Sharkpreneur podcast with Seth Greene Episode 454 Siddharth Rajsekar

Siddharth Rajsekar, AKA Sidz, is a musician turned digital geek. For the last seven years, Sidz has been running a digital agency that has represented clients like Robert Kiyosaki, Jack Canfield, Tony Robbins and many more. He’s the creator of the Freedom Business Model and is on a mission to create a million digital leaders. He currently nurtures one of India’s largest tribe of coaches and experts who are building their own digital ecosystems.

Listen to this informative Sharkpreneur episode with Siddharth Rajsekar about creating a tribe of a million digital leaders.

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

●    Why connections are so important to help open doors in your industry.

●    How you can facilitate lead generations through the connections you make.

●    Why you should build a knowledge business without an office or employees.

●    How the Freedom Business Model works and its three key components.

●    Why you need to be authentic, information backed by logic, and empathetic.

Connect with Sidz:

Guest Contact Info

Twitter

@sidz

Instagram

@siddharthrajsekar

Facebook

facebook.com/siddharthrajsekar

LinkedIn

linkedin.com/in/siddharthrajsekar

YouTube

youtube.com/channel/UCtddlJrmNC5jIR4F4r3m5Yw

Links Mentioned:

Sidz.co/blueprint

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From Prison to Podcasting Profits

Zachary Babcock, Underdog Empowerment

– The Sharkpreneur podcast with Seth Greene Episode 453 Zachary Babcock

Zachary Babcock is CEO and founder of Underdog Empowerment. He went from spending over five years in prison to scaling a 6-figure business. Now, he helps alpha entrepreneurs create celebrity brands and explosive businesses with a top-shelf podcast.

Zachary interviews celebrities and industry leaders on his top-rated Apple Podcast, Underdog Empowerment, and has a broad perspective from both extremes of life.

Listen to this informative Sharkpreneur episode with Zachary Babcock about building a 6-figure business after spending years in prison.

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

●    Why network marketing doesn’t provide a full and independent business.

●    How copy writing and marketing are the skills you need to start a business.

●    Why it’s important to ethically believe in the product that you are selling.

●    How you have to say no to some opportunities to hit the next growth phase.

●    Why being authentic is the best thing you can do for yourself and your company.

Connect with Zachary:

Guest Contact Info

Twitter

@zacharyjbabcock

Instagram

@zacharyjbabcock

Facebook

facebook.com/zacharyjbabcock

facebook.com/Zachary.babcock.1

LinkedIn

linkedin.com/in/Zachary-babcock

YouTube

youtube.com/user/zacharybabcock13

Links Mentioned:

underdogempowerment.com

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Mastering Simple Topics Helps Entrepreneurs Achieve Their Dreams

Mike Paton, EOS Worldwide

– The Sharkpreneur podcast with Seth Greene Episode 452 Mike Paton

Mike Paton is passionate about helping entrepreneurs. After growing up in a household full of teachers and entrepreneurs and cutting his teeth in banking, he spent ten years leading entrepreneurial companies before discovering EOS® in 2007. Instantly drawn to its timeless concepts and simple, practical tools - he became one of the first Professional EOS Implementers®. Since then he’s conducted over 1,200 sessions for more than 120 companies, co-authored the book GET A GRIP with Gino Wickman, conducted action-packed talks and workshops around the world, and spent five years as EOS Worldwide’s Visionary. Today he spends all his time helping entrepreneurs implement EOS, run better businesses, and live better lives.

Listen to this informative Sharkpreneur episode with Mike Paton about entrepreneurs reaching their goals using practical tools.

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

●    How thinking that what got you here will get you to the next level is a mistake.

●    Why people losing the ability to control their lives during a crisis is devastating.

●    How people need to make decisions, analyze the situation, and move forward.

●    Why the worst decision a leader can make is not making any decision at all.

●    How achieving a great vision requires great people to work for your company.

Connect with Paton:

Guest Contact Info

Twitter

@mpaton

linkedin.com/in/mikepaton

Links Mentioned:

eosworldwide.com

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Elite Military Service Leads to Smarter Investment Decisions

David Blain, Blue Sky Wealth Advisors

– The Sharkpreneur podcast with Seth Greene Episode 451 David Blain

David L. Blain, CFA is the Chief Executive Officer and Senior Wealth Advisor at BlueSky Wealth Advisors, a fee-only, independent Registered Investment Advisor (RIA) he founded in 1999. He is responsible for defining the overall firm policies, strategy, and goals. He also formulates advanced financial planning and sophisticated tax strategies for clients and is responsible for setting the firm-wide investment strategy.

David received a Bachelor of Science in 1989 from The United States Military Academy at West Point, where he was a Distinguished Honor Graduate and member of the Phi Kappa Phi Honor Society. Before his career in finance, he served with distinction for 10 years in U.S. Army Airborne, Ranger, and Special Operations units.

He is a member of the CFA Institute, the National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association (FPA). He currently serves as Vice-Chairman on the Board of Directors of CarolinaEast Health System in New Bern, where he also chairs the Investment Committee. Previously David was on the Board of Advisors and Finance Committee of the West Point Association of Graduates, Treasurer for Big Brothers Big Sisters of South Eastern North Carolina, President of the Cumberland Interfaith Hospitality Network, Treasurer of Catholic Charities of the Diocese of Raleigh. He served as the Chairman of the New Bern Heart Ball and has provided countless hours of volunteer service to numerous other charitable organizations. In addition to his many board duties, he has coached youth league baseball and soccer teams in the New Bern area for more than a decade.

David is a recognized speaker on investments, financial planning, and taxes. He has written for and been quoted in numerous trade journals and mass media outlets, including, Wharton Business Radio "Spotlight: Your Money", BusinessWeek, U.S. News & World Report, Money magazine, The Wall Street Journal, and other national and local publications. He was for five years the host of “All Things Money with David Blain,” a weekly television and radio program. Under his leadership, BlueSky has received several awards and accolades throughout its history for their quality of advice, growth rate, and client satisfaction.

Listen to this informative Sharkpreneur episode with David Blain about lessons learned from the military and how they apply to the financial world.

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

●    Why the best investment people can make is in their intellectual capacity.

●    How there are five basic habits you should use for financial success.

●    Why the secret to success is producing income that isn’t reliant on your labor.

●    How you need to save money and spend less money than you make.

●    Why you should only invest in the market what you don’t need for five years.

Connect with David:

Guest Contact Info

Twitter

@blueskywealth

Instagram

@blueskywealth

Facebook

facebook.com/blueskywealthadvisors

LinkedIn

linkedin.com/company/bluesky-wealth-advisors

YouTube

youtube.com/channel/UCVJsfx0dqkrsqKuFkecLCtw

Links Mentioned:

blueskywa.com/success

davidblain.com

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The Sharkpreneur podcast with Seth Greene Episode 450 Clare Cui

Clare Cui founded the Steady Sales Method. She knows how it feels to be on sales call after call - feeling so completely confused about what wasn’t working with her strategy, energy, or leadership.

Clare made it her mission to master everything sales, including training other multiple multi-million-dollar teams in the coaching industry using repetition after repetition to hone her skills. As she built her sales muscles and grew her skills, she stepped more and more into leadership to train, teach, and lead sales teams to close over 7-million dollars in the coaching industry.

After leading different teams and learning different sales strategies, Clare found that the system to close more sales with authenticity, leadership, and love was simple.

Listen to this informative Sharkpreneur episode with Clare Cui about having permission-based sales conversation.

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

●    How stopping a sale at an objection leaves money, you could earn, on the table.

●    Why salespeople should talk less and listen more to what their client says.

●    How listening to what your clients think they need allows you to sell to them.

●    Why having a script is important so you rely on a plan instead of your energy.

●    How you need to be willing to be curious of your client’s perception.

Connect with Clare:

Guest Contact Info

Instagram

@clare_cui

Facebook

facebook.com/Theyogathlete

Links Mentioned:

closesalesconsistently.com

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