This Week on our Advisory Shows

This Week on our Advisory Shows

Registered Investment Advisors Podcast with Seth Greene airs episode 216 on August 6th with Julie Parisio Roy. Julie Parisio Roy joined Badgley Phelps in 2004 and serves as the Chief Executive Officer, Director of Financial Planning, and a Wealth Manager. Listen to this informative RIA episode about leading a $6B firm through complex client needs.

The Sharkpreneur Podcast with Seth Greene airs episode 1168 on August 4th with Kasim Aslam. Kasim Aslam has built six, seven, and eight-figure businesses, with two successful eight-figure exits, all driven by his ability to recruit and manage top remote talent worldwide. Listen to this informative Sharkpreneur episode about how to help entrepreneurs scale quickly.

The Sharkpreneur Podcast with Seth Greene airs episode 1169 on August 6th with Erika Glenn. Erika Glenn, COO and Co-Founder of Glenn Professional Services, is a sought-after keynote speaker, TEDx presenter, and award-winning healthcare executive dedicated to inspiring the next generation of forward-thinking professionals. Listen to this informative Sharkpreneur episode about how to prevent burnout as a high achiever.

The Sharkpreneur Podcast with Seth Greene airs episode 1170 on August 8th with Stu Heinecke. Stu Heinecke is a bestselling business author, a Hall of Fame-nominated marketer, and one of The Wall Street Journal’s cartoonists. Listen to this informative Sharkpreneur episode about how to get a meeting with anyone.

Sterling Insights with Roger & Katherine Silk airs episode 34 on 8/6 with Greg Luken. Greg Luken, founder of Lugan Wealth Management, shares his expertise in helping first-generation wealth builders transform human capital into sustainable financial wealth. Luken emphasizes the importance of math-based investment strategies and entrepreneur exit planning to ensure long-term financial success for clients.

See you next time!