This Week on our Advisory Shows

This Week on our Advisory Shows

The Sharkpreneur Podcast with Seth Greene airs episode 1219 on December 1st with Gabe Lullo. Gabe Lullo's expertise in sales, marketing, recruiting, and management began when he started his own business after graduation from the Barney School of Business at the University of Hartford. Listen to this informative Sharkpreneur episode about filling your calendar with qualified leads with Alleyoop.

The Sharkpreneur Podcast with Seth Greene airs episode 1220 on December 3rd with Karl Maier. Karl Maier is the founder of Abunden, where he helps CEOs transition from survival mode to achieving predictable, profitable growth. Listen to this informative Sharkpreneur episode about pricing, margins, and cash in a chaotic economy.

The Sharkpreneur Podcast with Seth Greene airs episode 1221 on December 5th with Mitch McGinley. Mitch McGinley is a former studio owner, business broker and exit planning advisor specializing in boutique fitness. Listen to this informative Sharkpreneur episode about how to exit your boutique fitness studio for maximum value.

Registered Investment Advisors Podcast with Seth Greene airs episode 233 on December 3rd with Christopher Johnson. Christopher Johnson has spent over 30 years in the financial services industry, leading, growing, and guiding wealth management firms through both change and opportunity. Listen to this informative RIA episode about the challenges wealth management firms face when integrating technology and maximizing its potential.

Sterling Insights with Roger & Katherine Silk airs episode 42 on 12/3 with Matt Fitzsimmons. In this episode, Matt Fitzsimmons from The Watchman Group, a wealth management firm specializing in tax strategy and investment management for high-net-worth individuals. They discuss the firm's emphasis on forward-looking tax planning, ideal client profiles, and the personalized approach to financial planning for professionals, entrepreneurs, and business owners with a net worth of $3 to $10 million.

Sterling Insights with Roger & Katherine Silk airs a bonus episode on 12/4 with Joseph Witzig. Joseph Witzig, a former collegiate athlete turned accounting professional, shares how his military experience and early career in accounting shaped his entrepreneurial journey to found Wizard CPA in Oregon. Through proactive financial planning and practical advice, he emphasizes the importance of tailored client interactions and continuous improvement to drive success in his firm.

See you next time!