This Week on our Advisory Shows

July 22, 2026

This Week on our Advisory Shows

The Sharkpreneur Podcast with Seth Greene airs episode 1301 on 7/13 with David Ulrich. David Ulrich discusses how businesses can evaluate executive candidates beyond credentials, identify entrepreneurial leadership qualitieairs episode 1303 on 7/20 with Digna Deleon-Morris. Digna Deleon-Morris shares her journey from corporate leadership to entrepreneurship and explains how financial education, mentorship, marketing, systems, and leadership development helped her build a scalable, bilingual financial services organization. She also discusses serving the Latino community, helping financial professionals and aspiring entrepreneurs access proven systems, and maintaining a mission-focused culture as the organization grows.

The Sharkpreneur Podcast with Seth Greene airs episode 1304 on 7/22 with Diane Gardner. Diane Gardner explains how home service business owners can identify profit leaks, understand their financials, improve job costing, and avoid growing revenue without improving cash flow. She also explains profit coaching, the Profit First-style account structure, tax planning mistakes, and how stronger profitability can create more owner freedom.

Registered Investment Advisors Podcast with Seth Greene airs episode 262 on 7/22 with Dan Simon. Dan Simon discusses how financial services firms can communicate complex offerings more clearly, build stronger narratives, and navigate the marketing challenges of a highly regulated industry. He also explores how fintech, user design, AI, media access, and expert visibility are shaping the future of financial communications.

See you next time!

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