This Week on our Advisory Shows

May 27, 2026

This Week on our Advisory Shows

The Sharkpreneur Podcast with Seth Greene airs episode 1287 on Monday, May 25, with Peter Holtz. Peter Holtz explains how business owners can gain better control of their numbers through proactive tax planning, accurate bookkeeping, proper business structure, and a stronger relationship with their CPA. The episode also covers common tax mistakes, the importance of understanding your margins, and how improved financial systems can help business owners grow with greater clarity and confidence.

The Sharkpreneur Podcast with Seth Greene airs episode 1288 on Wednesday, May 27, with Mark Roberge. Mark Roberge shares lessons from scaling HubSpot, explaining why early sales traction does not necessarily mean a company is ready to scale. The episode also covers Stage Two Capital, B2B software investing, AI’s impact on entrepreneurship, the fast-follower advantage, and themes from his book The Science of Scaling.

Registered Investment Advisors Podcast with Seth Greene airs episode 256 on Wednesday, May 27, with Sam Sova. Sam Sova explains how AI coworkers can help RIAs and wealth management firms connect disparate systems, organize client data, and improve operational efficiency. The episode also covers data orchestration, meeting prep, personalized client communication, AI adoption, and why advisory firms should view AI as a transformational hiring decision rather than another software purchase.

See you next time!

Why 400,000+ professionals switched to Lindy.

Lindy reads your email as it arrives, drafts replies in your voice, and texts you a meeting brief before every call. Works over iMessage. One minute setup. Try it free.