This Week on our Advisory Shows

August 19, 2026

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This Week on our Advisory Shows

The Sharkpreneur Podcast with Seth Greene airs episode 1311 on 8/17 with Justin Montgomery. Justin Montgomery explains how he transitioned from clinical practice to online education and built a scalable continuing education course business. He also discusses audience building, evergreen course creation, expert outsourcing, marketing strategy, and decoupling income growth from hours worked.

The Sharkpreneur Podcast with Seth Greene airs episode 1312 on 8/19 with Sam Chang. Sam Chang explains how voice AI can automate webinar outreach and engage registrants before, during, and after an event. He also discusses personalized confirmation calls, no-show follow-ups, drop-off recovery, post-webinar sales conversations, and how AI can improve webinar attendance and conversions.

Registered Investment Advisors Podcast with Seth Greene airs a bonus episode on 8/19 with Mitch Hamer. Mitch Hamer discusses his life-informed approach to financial planning, which connects wealth with psychology, behavior, family dynamics, and personal goals. He also explores multigenerational planning, serving younger generations of wealthy families, measuring client success beyond investment returns, and how AI may shape the future role of financial advisors.

See you next time!

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This communication is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any such offer or solicitation will be made exclusively through the definitive offering documents. All investments involve risk of loss, including the potential loss of principal. Past performance is not a guarantee of future results. Any targeted returns or projections are forward-looking statements, are based on current assumptions, and are not guarantees of future performance. Actual results may differ materially.