This Week on our Advisory Shows

This Week on our Advisory Shows

Registered Investment Advisors Podcast with Seth Greene airs episode 229 on November 5th with Jess Jensen. Jess Jensen is the founder of Co-pilot Communications, a Portland-based advisory helping bold executives and founders build digital brands that actually sound like them. Listen to this informative RIA episode about building a leader brand that people can trust.

The Sharkpreneur Podcast with Seth Greene airs episode 1207 on November 3rd with Blair LaCorte. Blair LaCorte is a dynamic business executive with a diverse career spanning entertainment, aviation, AI, technology, aerospace, consulting, investing, and military logistics. Listen to this informative Sharkpreneur episode about how to turn disruption into growth and profit.

The Sharkpreneur Podcast with Seth Greene airs episode 1208 on November 5th with Mitchell Osmond. Mitchell Osmond is a trusted advisor, leadership consultant, executive coach, and host of the Dad Nation Podcast (34k+ monthly listeners). Listen to this informative Sharkpreneur episode about how to live a life worth imitating.

The Sharkpreneur Podcast with Seth Greene airs episode 1209 on November 7th with Jared Smithson. Jared Smithson is the co-Founder of a multimillion-dollar consultancy specializing in e-commerce tax compliance. Listen to this informative Sharkpreneur episode about handling sales tax correctly in e-commerce.

Sterling Insights with Roger & Katherine Silk airs episode 39 on 11/5 with Clark Richard. In this episode, Roger interviews Clark Richard, CEO of Vineyard Global Advisors, who redefines risk in financial planning as the probability of success for high-net-worth families. Clark emphasizes the importance of integrating wealth management strategies with portfolio design, tax planning, and estate planning to optimize financial outcomes and align with clients' objectives.

Sterling Insights with Roger & Katherine Silk airs a bonus episode on 11/6 with Parth Mehta. Parth, a dedicated CPA, shares his journey from a passion for numbers to specializing in tax accounting for self-employed business owners. Through personalized services and a commitment to ethical practices, Parth educates clients on tax planning strategies to maximize savings and streamline financial operations.

See you next time!