This Week on our Advisory Shows

This Week on our Advisory Shows

Registered Investment Advisors Podcast with Seth Greene airs episode 248 on March 18th with Tom McCarthy. Tom McCarthy is the Chief Distribution Officer at DPL Financial Partners, where he leads sales and distribution strategies to drive growth in advisory-focused insurance and structured solutions within the RIA and wealth management sectors. Listen to this informative RIA episode about how the rise of RIAs and fee-based advice is transforming the annuity landscape.

The Sharkpreneur Podcast with Seth Greene airs episode 1264 on March 16th with Michael Elliott. Michael Elliott is an expert in turning paid media and AI into systems that deliver predictable revenue. Listen to this informative Sharkpreneur episode on common mistakes most businesses make regarding paid traffic, lead follow-up, and data attribution.

The Sharkpreneur Podcast with Seth Greene airs episode 1265 on March 18th with Brent Keltner. Brent Keltner, Ph.D., is President of Winalytics LLC and the creator of Winalytics’ Journey First Growth methodology. Listen to this informative Sharkpreneur episode on why most go-to-market efforts fail.

The Sharkpreneur Podcast with Seth Greene airs episode 1266 on March 20th with Apryl Syed. Apryl Syed is the CEO of ApertureCodex, a growth and innovation consultancy based in the San Francisco Bay Area. As Listen to this informative Sharkpreneur episode on creating an AI-driven growth strategy.

Sterling Insights with Roger & Katherine Silk airs a bonus episode on 3/18 with Dana Lashbaugh and guest host Tracy McCary. In this episode, CPA Dana Lashbaugh shares proactive tax strategies for business owners and retirees, from Roth conversions and IRMAA planning to avoiding costly 1099 mistakes. He explains why smart, year-round planning—not just filing a return—can dramatically reduce tax surprises and protect long-term wealth.

See you next time!