This Week on our Advisory Shows

This Week on our Advisory Shows

Registered Investment Advisors Podcast with Seth Greene airs episode 249 on March 25th with Sean Duncan. Sean Duncan has built a powerful reputation as a thought leader in the accounting industry by championing proactive strategy, education, and real-world guidance over routine tax preparation. Listen to this informative RIA episode about building a purpose-driven business, scaling with culture, and turning accounting into a strategic engine for growth.

The Sharkpreneur Podcast with Seth Greene airs episode 1267 on March 23rd with Lane Kawaoka. Lane Kawaoka owns 10,000+ rental units and leads the “Hui Deal Pipeline Club,” which has acquired over $2.1B+ of real estate by syndicating $200 million+ of private equity since 2016. Listen to this informative Sharkpreneur episode on shifting your mindset from earning money to allocating capital.

The Sharkpreneur Podcast with Seth Greene airs episode 1268 on March 25th with Joseph Shalaby. Joseph Shalaby is the CEO and Broker of E Mortgage Capital Inc., a nationwide mortgage platform operating in over 40 states and employing more than 900 licensed loan officers. Listen to this informative Sharkpreneur episode on how to help mortgage companies grow quickly.

The Sharkpreneur Podcast with Seth Greene airs episode 1269 on March 27th with Doug Noll. Douglas Noll is an acclaimed author, speaker, and mediator. Listen to this informative Sharkpreneur episode about calming angry people in 90 seconds.

Sterling Insights with Roger & Katherine Silk airs a bonus episode on 3/26 with  Jon Czerwinski and guest host Mike Agol. In this episode, Jon Czerwinski shares his inspiring journey from managing a restaurant to becoming a successful CPA, emphasizing the importance of financial literacy and strategic financial planning. His story highlights the value of regular engagement with a CPA for business success and personal growth in navigating the evolving business landscape.

See you next time!