SharkPreneur

680: The Three Most Important Documents You Can Have The Three Most Important Documents You Can HaveTerri Gaffney, Overstreet Wealth– The Sharkpreneur podcast with Seth Greene Episode 680 Terri GaffneyTerri Gaffney is a lawyer in Tampa, Florida at Overstreet Wealth. She helps her clients in matters of power of attorney, healthcare surrogates, and living wills. She also helps her clients set up the trusts that best fit their lifestyles. Listen to this illuminating Sharkpreneur episode with Terri Gaffney about the three most important documents you can have.Here are some of the beneficial topics covered on this week’s show:●    How every adult needs a power of attorney, a healthcare surrogate, and living will.●    Why each estate plan should be tailored to each individual person.●    How having a trust allows people to avoid the probate process.●    Why people might want to have a trust instead of having a will.●    How trusts can really take care of the succeeding generation. Connect with Terri:Guest Contact Info Email terri@overstreetwealth.com  Learn more about your ad choices. Visit megaphone.fm/adchoices

679: Protecting the Injured, David Carter, McCulloch Carter Protecting the InjuredDavid Carter, McCulloch Carter – The Sharkpreneur podcast with Seth Greene Episode 679 David CarterBorn in St. Petersburg, FL and raised in Tampa, FL, David Carter has made it his life’s work to seek justice for those who have been wronged or injured. After graduating from Jesuit High School in Tampa, FL, David attended the University of Florida on a Florida Bright Futures Scholarship and graduated from the highly regarded Honors Program. As a fifth-generation attorney, David knew early on that he wanted to litigate cases and assist his clients in obtaining justice against powerful, corporate interests. To that end, David attended Florida State University College of Law, graduating with Honors.After graduation, David immediately went to work in the personal injury field at one of the larger firms. While he gained great satisfaction from helping his clients and achieving favorable results in their cases, he knew he would be happier at a smaller firm that was focused on building relationships with its clients and providing its clients personalized support throughout their entire case. Thus, in 2016, David accepted a position at a boutique firm where he gained experience in building client relationships and litigating larger cases. In 2020, David founded McCulloch Carter, PLLC with his lifelong friend and fellow attorney, Drew McCulloch, Esq. We are a firm dedicated to the needs of our clients and the community. Local, trusted, and experienced. Success in a client’s case can be measured in many ways, and David measures his success by his clients’ satisfaction. He understands that each client deserves to be treated with respect, and to have his or her case handled with skill, effort, and compassion. David is honored to represent the citizens of Florida and privileged to help his clients through their most difficult times. Listen to this illuminating Sharkpreneur episode with David Carter about protecting the injured.Here are some of the beneficial topics covered on this week’s show:●    How lawyers who own their own law practice get handle cases how the want to.●    Why word of mouth advertising is an excellent way to find clients.●    How people aren’t getting the best deal if they don’t file a lawsuit with the insurance company.●    Why smaller law firms can provide more to their clients than larger firms.●    How the insurance company is not your friend and you shouldn’t settle a case without talking to an attorney first. Connect with David:Links Mentioned: mcfloridalaw.com  Learn more about your ad choices. Visit megaphone.fm/adchoices

678: Demand Science , Monica Sullivan, Demand Science – The Sharkpreneur podcast with Seth Greene Episode 678 Demand ScienceMonica Sullivan is CMO of Demand Science where she leads a global marketing team to drive 2x YOY growth of a market-leading platform in a highly competitive industry. She builds brand awareness and demand to achieve efficient ROI at scale. Monica is a highly adaptable and collaborative marketing leader, and expert in both B2B and B2C demand generation within complex organizations facing significant revenue challenges coupled with aggressive business transformation and efficiency goals. Listen to this illuminating Sharkpreneur episode with Monica Sullivan about how Demand Science helps amplify your sales.Here are some of the beneficial topics covered on this week’s show:●    How Demand Science helps companies get the data they need to succeed.●    Why it’s important to bridge the gap between sales and marketing.●    How marketing isn’t just about the big budget Super Bowl commercial moments.●    Why being a market leader inherently requires constant change.●    How Demand Science helps companies get 2x-3x better pipelines with their solutions. Connect with Monica:Guest Contact InfoEmail:MonicaSullivan@demandscience.comLinkedInLinkedin.com/in/monica-sullivan-95a8392Links Mentioned: demandscience.com  Learn more about your ad choices. Visit megaphone.fm/adchoices

Counseling for ContractorsTrent Cotney, cotneycl.com – The Sharkpreneur podcast with Seth Greene Episode 677 Trent CotneyAs a Florida Board Certified Construction Lawyer who is also licensed in Illinois, Indiana, Kansas, Massachusetts, Tennessee, Texas, and Washington, Trent focuses his practice on all aspects of construction litigation and arbitration, including OSHA defense, lien law, bond law, and bid protests, as well as construction document review and drafting. He routinely represents general contractors, subcontractors, suppliers, manufacturers, architects, engineers, developers, and others in the construction industry in a variety of matters.Trent serves as General Counsel for the National Roofing Contractors Association (NRCA), Florida Roofing & Sheet Metal Association (FRSA), National Slate Association (NSA), Roofing Technology Think Tank (RT3), Western States Roofing Contractors Association (WSRCA), and several other industry associations. He routinely advocates for the construction industry and is active in molding contractor-friendly statutes, rules, and regulations on the local, state, and national levels. Trent has been recognized as one of the leading attorneys in the field by his peers and the construction industry and has received numerous honors and distinctions. He is the editor and primary author of the Amazon best-selling book OSHA Defense for the Construction Industry. Listen to this illuminating Sharkpreneur episode with Trent Cotney about counseling for contractors.Here are some of the beneficial topics covered on this week’s show:●    How it’s vital to know who to call and to ask the right person the right questions.●    Why keeping the customer happy means keeping the contractor happy too.●    How it’s important to solve problems before they arise instead of being reactive.●    Why producing content, like podcasts, helps educate potential customers.●    How having a successful family leads to having a successful business. Connect with Trent:Guest Contact InfoTwitter @CotneyAttorneysFacebook facebook.com/cotneyattorneysLinkedIn linkedin.com/company/cotneyattorneysLinks Mentioned: cotneycl.com  Learn more about your ad choices. Visit megaphone.fm/adchoices

Estate and Firearms PlanningAngela Tormey, Ally Legal – The Sharkpreneur podcast with Seth Greene Episode 676 Angela TormeyAir Force Veteran and North Georgia Native, Angela executed her first Will at the age of nineteen before being deployed to the Middle East. Relying solely on mostly vague instructions of, “Initial here, here, and here. Great. Now, sign here,” she recognized early in life that occasionally things just needed some in-depth explaining. Fast forward to when Angela retired from the Air Force, by this point, she had signed several more Wills and even some Powers of Attorney and various other Estate Planning documents but was still just as clueless in their purpose as she was back at nineteen. Realizing an opportunity was afoot where her educational goals and desire to continue serving those around her would most definitely align, she went on to law school. A short while later, Ally Legal, P.A. was born. Throughout Angela’s legal studies, she had many opportunities to learn, be mentored, and guided by some of the best Estate Planning and legal professionals in the industry. Their collective expertise and shared knowledge not only provided constant affirmation that many people, not just folks in the military, shy away when it comes to learning exactly what it means to plan one’s estate and legal affairs, but they also shared with her tips, techniques, and tactics that can go a long way in preserving a client’s legacy for their intended beneficiaries. Listen to this illuminating Sharkpreneur episode with Angela Tormey about estate and firearms planning.Here are some of the beneficial topics covered on this week’s show:●    How estate planning allows people to tell the last story they will ever tell.●    Why people shouldn’t try to do estate planning by themselves.●    How people put off estate planning because death is difficult to talk about.●    Why people don’t need to be millionaires to have an estate plan.●    How it’s important for people to stay up in touch with their estate planners in case something changes. Connect with Angela:Guest Contact InfoInstagram @ally_legalFacebook facebook.comLinkedIn linkedin.com/in/atormeyLinks Mentioned: allylegalflorida.com  Learn more about your ad choices. Visit megaphone.fm/adchoices

Improving Business PerformanceDr. Jeffrey Magee, JeffreyMagee, LLC – The Sharkpreneur podcast with Seth Greene Episode 675 Dr. Jeffrey MageeDr. Jeffrey Magee has been called one of today's leading "Leadership & Marketing Strategists." Today, under JeffreyMagee, LLC, Magee works with C-Suite, Business Leaders, Military Generals & CEO2CEO Peer Groups across America.Jeff is the Author of more than 20 books, three college graduate management text books, four best sellers, and is the Publisher of PERFORMANCE/P360 Magazine, former Co-Host of the national business entrepreneur program on Catalyst Business Radio, and a Human Capital Developer for more than twenty years with www.JeffreyMagee.com. Listen to this illuminating Sharkpreneur episode with Dr. Jeffrey Magee about improving business performance.Here are some of the beneficial topics covered on this week’s show:●    How leveraging your skills and lessons makes people very valuable.●    Why people should use their name as their business name too.●    How people can use mentors to strategically position themselves in their field.●    Why truly accomplished people tend to be humble in their personal lives.●    How there is a formula that can be used to sustain long-term success and what it is. Connect with Jeffrey:Guest Contact InfoTwitter @drjeffspeaksFacebook facebook.com/jeffmageeLinkedIn linkedin.com/in/drjeffspeaksLinks Mentioned:  Learn more about your ad choices. Visit megaphone.fm/adchoices

ScalewerksMark Jacobs, Scalewerks.co – The Sharkpreneur podcast with Seth Greene Episode 674 Mark JacobsMark B. Jacobs has spent 30 years in executive leadership successfully guiding major growth initiatives – many starting as turnaround efforts. He has led re-capitalizations, start-ups, and key organizational change agendas that have scaled company growth and performance. He co-authored the SmartScale process which is built on his years of hands-on experience and expertise in Lean Manufacturing, Quality Systems, Sales & Operations Planning, Category Design & Development, Leadership Development, and Technology-Driven transformations. Listen to this illuminating Sharkpreneur episode with Mark Jacobs about growing and scaling businesses.Here are some of the beneficial topics covered on this week’s show:●    Why entrepreneurs need to know their audience to provide the right product.●    How entrepreneurs need the right business model to grow their businesses.●    Why leadership is everything when it comes to a company’s culture.●    How people grow is an indicator of how their business can grow.●    Why entrepreneurs should stop pitching and just be themselves. Connect with Mark:Guest Contact InfoLinkedIn linkedin.com/in/mbjacobsLinks Mentioned: scalewerks.co  Learn more about your ad choices. Visit megaphone.fm/adchoices

Shark Guardianships Gone, Joshua Rosenberg, Kelley Kronenberg Law Shark Guardianships GoneJoshua Rosenberg, Kelley Kronenberg Law – The Sharkpreneur podcast with Seth Greene Episode 673Joshua Rosenberg is a Partner in Kelley Kronenberg’s Brickell office and concentrates his practice in Guardianship Administration, Guardianship Litigation, Probate Administration, Probate Litigation, Elder Law, and Estate Planning.He represents professionals and families in the administration of probate estates; complex probate litigation; the administration of guardianship matters for minors, adults, elderly and the mentally ill; complex guardianship litigation; and the drafting of wills, trusts, powers of attorney and health-care surrogates for taxable and non-taxable estates.Joshua has been recognized as a Florida Super Lawyer-Rising Star, Florida Trend Legal Elite Up-and-Comer and an Up-and-Comer by the South Florida Legal Guide.Listen to this illuminating Sharkpreneur episode with Joshua Rosenberg about providing elder services.Here are some of the beneficial topics covered on this week’s show:●    How the US has the largest population in its history who are 65 and older.●    Why many people end up going through probate even after setting up a trust.●    How many people go to the wrong lawyers when setting up estate planning.●    How there is a process people must do before gaining guardianship.●    How people can be taken advantage of by their guardian doesn’t happen often. Connect with Joshua:Guest Contact InfoLinkedIn linkedin.com/josh-rosenberg-08123375Links Mentioned: kklaw.com  Learn more about your ad choices. Visit megaphone.fm/adchoices

Raising CapitalGarrett Boorojian, WaveCapital Partners – The Sharkpreneur podcast with Kevin Harrington and Seth Greene Episode 672 Garrett BoorojianAs Chief Development Officer and Managing Partner of WaveCapital Partners, LLC, Garrett is responsible for strong business development at WaveCapital. Nationally recognized for his work, Garrett has the unique ability and remarkable history of creating and maintaining key business relationships in high-profile, public and private environments. His purposeful and unconventional approach to think outside the box when identifying personnel, sources and clients (and their potential applications) who benefit by the WaveCapital model, complements his perseverance to further strengthen those relationships throughout the firm’s funding process.Garrett is a graduate of the University of North Carolina at Chapel Hill with a B.A. in Journalism and Mass Communication. He also earned a Certificate from the Institute on Political Journalism at Georgetown University. His extensive media background, which includes working for notable organizations such as ESPN Inc. and NBC Universal Inc., has afforded Garrett the time and space to build quality relationships in news and sports media, proving especially beneficial for a number of WaveCapital's high-profile clients.Additionally, Garrett has originated important strategic relationships leading to business development for WaveCapital in the following disciplines: economics, banking and finance, law, sports, hospitality and entertainment, alternative energy, technology, automotive, aerospace, architecture and design, real estate, entrepreneurial start-ups, consumer and retail, and health and wellness.In 2017, Garrett appeared as a guest on the nationally syndicated NBC’s "Daytime" program, Al Roker’s produced show Bold TV’s "Bold Business," and Montgomery Community Media’s "Career Choices" program. Listen to this illuminating Sharkpreneur episode with Garrett Boorojian about raising capital.Here are some of the beneficial topics covered on this week’s show:●    How WaveCapital cultivates relationships, builds sources, and creates opportunities with lenders to help entrepreneurs gain capital.●    Why many entrepreneurs need the help of other people’s money when starting their venture, and how WaveCapital gets them to the right people.●    How many entrepreneurs don’t start raising capital as early as they should and ask for too little initially.●    How entrepreneurs can be overly confident in their projections and what their valuation might be and have to be brought down to reality. Connect with Garrett:Guest Contact InfoTwitter @thewavecapitalFacebook facebook.com/WaveCapitalParntersLinkedIn linkedin.com/company/wavecapital-partners-llcLinks Mentioned: wavecapitalpartners.com  Learn more about your ad choices. Visit megaphone.fm/adchoices

What’s in Your Marketing Technology StackDan McGaw, McGaw.io – The Sharkpreneur podcast with Seth Greene Episode 671 Dan McGawDan McGaw is an award-winning entrepreneur and speaker. He is also the Founder and CEO of and McGaw.io orginally Effing Amazing. Coined as one of the original growth hackers, he has led the teams at Kissmetrics.com and CodeSchool.com. In 2015, Dan was selected to be a United States Ambassador of Entrepreneurship by the United States State Department, where he had the privilege to advise universities, governments and private corporations on how to build entrepreneur ecosystems. Listen to this illuminating Sharkpreneur episode with Dan McGaw about the importance of knowing your marketing technology stack.Here are some of the beneficial topics covered on this week’s show:●    How McGaw.io uses technology to help better market their clients.●    Why connecting everything to SalesForce helps businesses have better insight.●    Why having a marketing technology stack is an important part of any business.●    How most of your business is happening with technology software.●    Why having an integrated marketing technology stack to effectively grow your business. Connect with Dan:Guest Contact InfoTwitter @mcgawioFacebook facebook.com/McGaw.ioLinkedIn linkedin.com/company/mcgaw-ioLinks Mentioned:McGaw.io  Learn more about your ad choices. Visit megaphone.fm/adchoices