This Week on our Advisory Shows

May 13, 2026

This Week on our Advisory Shows

The Sharkpreneur Podcast with Seth Greene airs episode 1283 on Monday, May 11, with Garrett Gunderson. Garrett Gunderson explains how traditional financial advice often fails entrepreneurs and outlines an alternative approach centered on cash flow, mindset, and investment in personal and business growth. He explains the roles of financial fitness, independence, and freedom, and how behavior, strategic focus, and investor alignment influence long-term wealth building.

The Sharkpreneur Podcast with Seth Greene airs episode 1284 on Wednesday, May 13, with Anthony Blatner. Anthony Blatner discusses how LinkedIn advertising can be used to target niche B2B audiences, improve lead quality, and scale the pipeline through high-performance campaigns. He explains the importance of measuring cost per quality, using thought leader ads, and leveraging improved attribution tools to better understand the customer journey and optimize marketing performance.

Registered Investment Advisors Podcast with Seth Greene airs episode 255 on Wednesday, May 13, with Jody Lowe. Jody Lowe discusses how financial PR, media relationships, and thought leadership have evolved, and how RIAs and asset managers can stand out in a crowded market through clear messaging and differentiated storytelling. She explains the growing importance of visibility in an AI-driven, digital-first environment. She outlines how firms can refine their messaging, connect with younger investors, and drive organic growth through strategic communication.

Business Insights airs a bonus episode on 5/13 with Natalie Smith and guest host Seth Krussman. In this episode, Natalie Smith discusses the importance of advanced estate planning for high net worth individuals, emphasizing strategies like lifetime gifting and trusts to minimize estate tax liabilities. She highlights the significance of communication, timing, and coordination in estate and tax planning, reminding listeners that it's not just a legal exercise but a strategic and deeply personal journey.

See you next time!

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