This Week on our Advisory Shows

This Week on our Advisory Shows

Registered Investment Advisors Podcast with Seth Greene airs episode 223 on September 24th with Jeff Ransdell. With over 30 years of experience in wealth management, Jeff Ransdell has a deep understanding of the changing needs of financial advisors and their clients. Listen to this informative RIA episode about democratizing access to venture capital for all investors.

The Sharkpreneur Podcast with Seth Greene airs episode 1189 on September 22nd with Austin Medlin. Austin Medlin is the founder and CEO of CloseSales.com, a high-performance sales consultancy that helps coaches, consultants, and agency owners master high-ticket sales. Listen to this informative Sharkpreneur episode about how to successfully scale your business.

The Sharkpreneur Podcast with Seth Greene airs episode 1190 on September 24th with Rich Schefren. Rich Schefren is widely recognized as an Internet marketing pioneer and one of the world’s leading experts in online business strategy. Listen to this informative Sharkpreneur episode about using AI to recognize patterns and fix them.

The Sharkpreneur Podcast with Seth Greene airs episode 1191 on September 26th with Christine Healey. Christine Healey is the founder of Healey Pre-IPO, a service dedicated to providing personalized, high-quality pre-IPO brokerage services. Listen to this informative Sharkpreneur episode about pre-IPO trading.

Sterling Insights with Roger & Katherine Silk airs a fan favorite Episode on 9/24 with Bill Cates. Roger interviews Bill, an expert in relationship marketing and referrals within the financial services industry. Bill shares practical strategies for financial advisors to build referral-based businesses by emphasizing the importance of relevant messaging, niche market reputation, and mastering referral introductions for exponential business growth.

Sterling Insights with Roger & Katherine Silk airs a Bonus episode on 9/25 with Steve Fafel. Steve Fafel, a certified CPA, shares his journey from a biomedical engineering major to owning his own tax and bookkeeping practice, Leonard Faithful CPA. He discusses the joy of helping clients navigate complex tax situations, emphasizing the importance of thoughtful planning and the rewarding moments of seeing clients understand and appreciate his expertise.

See you next time!