This Week on our Advisory Shows

This Week on our Advisory Shows

Registered Investment Advisors Podcast with Seth Greene airs episode 240 on January 21st with Tyson Ray. Tyson Ray, CFP®, CExP®, CIMA®, CEO, and Founding Partner of FORM Wealth Advisors, has developed extensive expertise in investment management, financial planning, and business exit strategies, earning recognition from Forbes, Barron’s, and AdvisorHub as a top advisor. Listen to this informative RIA episode about building a firm around the FORM of life.

The Sharkpreneur Podcast with Seth Greene airs episode 240 on January 19th with Dean Fealk. Dean Fealk is the Northern California co-managing partner at global law firm DLA Piper and a recognized citizen statesperson tackling international issues at the intersection of business, politics, and security. Listen to this informative Sharkpreneur episode about scaling businesses across global markets.

The Sharkpreneur Podcast with Seth Greene airs episode 1241 on January 21st with Mark Rampolla. Mark Rampolla is Co-Founder and Co-Managing Partner at GroundForce Capital (GFC), where he works closely with founders and teams to build impactful businesses. Listen to this informative Sharkpreneur episode about the long game of success: Zico’s journey from concept to Coca-Cola.

The Sharkpreneur Podcast with Seth Greene airs episode 1242 on January 23rd with Mark Willis and David C. Barnett. Mark Willis, CFP®, is a man on a mission to help you think differently about your money, your economy, and your future. International speaker, author, and consultant David C. Barnett has spent over two decades guiding small- and medium-sized business owners through the buying, selling, financing, and management of their companies. Listen to this informative Sharkpreneur episode about building your business fortress.

Sterling Insights with Roger & Katherine Silk airs episode 49 on 1/21 with Scott Brown. In this episode, Scott Brown, President of Pinnacle Associates, shares his unique journey transitioning from a litigator to a leader in the wealth management industry. He highlights the evolving landscape of investment advisory services and emphasizes the importance of staying ahead in a rapidly changing industry.

Sterling Insights with Roger & Katherine Silk airs a bonus episode on 1/20 with Mark Stiles. Mark Stiles, a former basketball player turned accountant, shares his journey of transitioning careers and his focus on providing proactive financial advice to small businesses, particularly in the trades industry. He emphasizes the importance of niche expertise and value-based pricing to drive client relationships and business success, showcasing the evolving role of accountants as strategic advisors.

Sterling Insights with Roger & Katherine Silk airs a bonus episode on 1/22 with Robin Maynard. Robin Maynard, a dedicated legal professional specializing in estate planning, emphasizes the importance of preparing for the future, especially for younger families with children. Through her client-focused approach, she highlights the significance of proper documentation and collaboration with financial advisors to ensure effective estate planning for all individuals.

See you next time!