This Week on our Advisory Shows

This Week on our Advisory Shows

Registered Investment Advisors Podcast with Seth Greene airs episode 239 on January 14th with Andrew Mirolli. Andrew D. Mirolli, CEPA®, is Vice President at buyAUM.com, where he helps independent RIAs and advisory teams design client-safe successions and growth-minded partial equity transactions. Listen to this informative RIA episode about navigating the complex world of advisor transitions.

The Sharkpreneur Podcast with Seth Greene airs episode 1237 on January 12th with Trevor McGregor. Trevor McGregor is a world-class Real Estate Investor and High-Performance Master Coach who has spent more than two decades transforming the lives, and businesses of clients around the globe. Listen to this informative Sharkpreneur episode about getting rid of limiting beliefs and creating a strategic plan.

The Sharkpreneur Podcast with Seth Greene airs episode 1238 on January 14th with Rod Khleif. Rod Khleif is a Sarasota-based multifamily investor, best-selling author, and top-ranked podcast host who rebuilt a real estate empire after losing $50M in the 2008 crash. Listen to this informative Sharkpreneur episode about how to create lifetime cash flow through multifamily properties.

The Sharkpreneur Podcast with Seth Greene airs episode 1239 on January 16th with Ephraim Ebstein. Ephraim Ebstein is a seasoned IT professional and entrepreneur based in San Diego, California, with a strong focus on cybersecurity and managed IT services. Listen to this informative Sharkpreneur episode about scaling a $30 million business from the ground up.

Sterling Insights with Roger & Katherine Silk airs episode 48 on 1/14 with PJ McDaniel. In this episode, Roger and PJ explore succession planning, practice valuation, and advisor transitions with a senior leader from Socium Advisors, a multi-billion-dollar firm under the Northwestern Mutual umbrella. He shares how advisors can create enterprise value, navigate M&A offers, and build thoughtful succession plans that protect clients, families, and their legacy.

Sterling Insights with Roger & Katherine Silk airs a bonus episode on 1/15 with Cody Roos. Cody Roos shares his approach to holistic financial planning for blue-collar clients, emphasizing personalized services and tailored solutions to enhance their financial well-being. Through a three-tier pricing model and leveraging skilled talent, Roos maximizes client value and fosters trusting relationships, ultimately empowering clients to focus on their strengths and business growth.

See you next time!