This Week on our Advisory Shows

This Week on our Advisory Shows

Registered Investment Advisors Podcast with Seth Greene airs episode 217 on August 13th with Jeremy Cordon. Jeremy Cordon, Founder and CEO of Goldback Inc., is passionate about precious metals and sound money. Listen to this informative RIA episode about revolutionizing gold for everyday transactions.

The Sharkpreneur Podcast with Seth Greene airs episode 1171 on August 11th with Brandon Barnum. Brandon Barnum is a serial entrepreneur and referral-marketing expert best known as CEO of HOA.com—the platform bringing together all 375,000 U.S. homeowner associations under the banner of “Unity Through Community.” Listen to this informative Sharkpreneur episode about mastering the art of referral partnerships.

The Sharkpreneur Podcast with Seth Greene airs episode 1172 on August 13th with Geoff Ketterer. Geoff Ketterer is the guy CEOs call when their sales teams are underperforming and they're tired of wasting money on disconnected strategies that don't work. Listen to this informative Sharkpreneur episode about how to fix your sales team without the pressure tactics.

The Sharkpreneur Podcast with Seth Greene airs episode 1173 on August 15th with Zach Tsakiris. Zach Tsakiris is a leading financial advisor specializing in estate planning and the founder of FastWill. Listen to this informative Sharkpreneur episode about growing a thriving SaaS business.

Sterling Insights with Roger & Katherine Silk airs episode 35 on 8/13 with Susie Cranston. In this episode, Susie Cranston discusses her leadership journey from McKinsey to Crescent, highlighting the importance of client-centric approaches in high-performance teams. She also reveals upcoming changes in her role at Crescent, showcasing the evolving nature of leadership responsibilities in the financial industry.

Sterling Insights with Roger & Katherine Silk airs a bonus episode on 8/14 with Jeff Davidon and guest host Mike Agol. Jeff Davidson of Capstone Forensic Group highlights the importance of diverse skills in forensic accounting, showcasing his unique background in political science and math. He emphasizes the critical role of professional ethics and deep client understanding in tackling various challenges from fraud investigations to business valuations.

See you next time!