This Week on our Advisory Shows

This Week on our Advisory Shows

Registered Investment Advisors Podcast with Seth Greene airs episode 204 on May 14th with Adrian Johnstone. Adrian Johnstone has over 20 years of experience helping businesses of all sizes leverage technology for growth. Listen to this informative RIA episode about using CRM to transform wealth management firms.

The Sharkpreneur Podcast with Seth Greene airs episode 1144 on May 12th with Peter Murphy Lewis. Peter Murphy Lewis is the founder of StrategicPete.com and a seasoned fractional Chief Marketing Officer, known for helping CEOs transform messy, scattered marketing data into clear, actionable strategies that drive serious growth. Listen to this informative Sharkpreneur episode, in which Seth Greene flips the mic and is interviewed by Peter Murphy Lewis. Seth shares the behind-the-scenes moments that have shaped his success. 

The Sharkpreneur Podcast with Seth Greene airs episode 1145 on May 14th with Mostafa Hosseini. Mostafa Hosseini is the founder of Persyo and co-founder of Paradox AI. Listen to this informative Sharkpreneur episode about using AI to revolutionize customer engagement, lead follow-up, and referral generation.

Sterling Insights with Roger & Katherine Silk airs episode 25 on 5/14 with Edward Condon. Edward, a finance expert with a background in physics and an MBA in Finance and Statistics from NYU discusses his journey from physics to finance.  His experiences at top financial institutions, and his expertise in structured investments provide a unique perspective on the intersection of science, technology, and finance in wealth management strategies.

See you next time!