SharkPreneur

How Consulting Leads to 500M+ in AUMAlex Seleznev, Buchanan & Mitchell and May Barnhard Investments– The Sharkpreneur podcast with Seth Greene Episode 493 Alex SeleznevAleksandr Seleznev is a Senior Advisor and Portfolio Strategist at CBM – Councilor, Buchanan and Mitchell, P.C. who specializes in translating complex financial planning and investment challenges into a simple set of actions. Alex’s passion for financial planning comes from his desire to support people in their efforts to meet their goals and lead the kind of life they want to lead.As a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) professional with more than a decade of investment and planning experience, Alex collaborates with clients on development and implementation of a strategy that accounts for their short- and long-term objectives. Alex understands the major concerns facing individuals and families that become a critical part of the planning process such as education, savings, insurance and other life events such as transition to retirement, receipt of inheritance, birth of a child or divorce.Alex utilizes the cash-flow based approach for holistic decision making when it comes to major decisions ranging from a house purchase and insurance planning to asset allocation and specific investment selection. This approach helps clients to understand and reduce the emotional aspects and unnecessary ambiguity in their financial and life choices.Alex works with a diverse group of clients including business owners, retirees, doctors, attorneys, young professionals and newly divorced individuals. This multifaceted experience provides him with ample opportunities to stay current in today’s rapidly changing environment. Alex also serves as the Chief Operating Officer (COO) of May Barnhard Investments LLC, an SEC registered investment advisory firm, with six active registered investment advisors. He is also an active member of the CFA Society of Washington D.C.’s Finance Committee.Listen to this informative Sharkpreneur episode with Alex Seleznev about using consulting to lead to 500M+ in AUM.Here are some of the beneficial topics covered on this week’s show:●    Why you should continue to stick to your plan during COVID.●    How there will be more market unpredictability later this this year.●    Why a holistic advisor helps you with more than your financial goals.●    How people should be checking in with their advisors more often.Connect with Alex:Guest Contact InfoTwitter @cbmcpaFacebook facebook.com/CouncilorBuchananMitchellLinkedIn linkedin.com/company/councilor-buchanan-&-mitchell-pcLinks Mentioned: cbmcpa.com maybarnhardinvestments.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Retire, Y’allAdam Curran, Curran Financial Partners– The Sharkpreneur podcast with Seth Greene Episode 494 Adam CurranAdam Curran is a Certified Financial Planner™ and the Founder of Curran Financial Partners. He entered the investment industry at a very young age, working as a runner on the Philadelphia Stock Exchange while going to school at nearby Drexel University. He received a Bachelor of Business Administration degree in accounting and finance and took a job in the hedge fund industry before seeing a need to start his own firm. His mission from the beginning was to serve hard-working families like the one he grew up in, taking the same concepts the wealthiest individuals use and sharing them with Main Street. Adam runs a weekly radio broadcast, “Retire Y’all Radio” and he has published two books: "Retire Y'all" and “The Power of a Plan.” He is also the host of "Retire Y'all Podcast." He is an Investment Advisor Representative and holds an insurance license in multiple states.Listen to this informative Sharkpreneur episode with Adam Curran about planning for retirement.Here are some of the beneficial topics covered on this week’s show:●    Why people need to put a plan into place for their retirement.●    How financial advisors need to do some level of buy-in to get ROI.●    How a podcast gives customers a free deliverable they can use.●    Why you should be yourself, find what you believe in, and cultivate that.●    How you need the right people listening to your podcast to make money.Connect with Adam:Guest Contact InfoInstagram @curranfinancialFacebook facebook.com/CurranFinancialLinks Mentioned: retireyall.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Disrupting the Fashion IndustryCricket Lee,– The Sharkpreneur podcast with Seth Greene Episode 492 Cricket LeeCricket Lee is an entrepreneur and inventor, particularly noted for creating Fitlogic and rapid success LittleBlackPant as part of her journey to create a universal fit standard that eliminates try ons and apparel returns due to fit. It's like an Intel Inside for Apparel, and any brand can license it. She was ahead of her time, as it requires the fashion industry to join hands on behalf of the consumer. She also created the first ever all-natural bath, hair and skin care and invented the concept of pet jewelry with Stanley Marcus of Neiman Marcus and has created products and launched programs for HSN, Saks Fifth Avenue, Nordstrom and conceptualize the mega successful infomercial with Susan Powter "Stop the Insanity". In her journey she has been featured in over 750 stories including The Today Show, New York Times, Wall Street Journal and ABC News.Listen to this informative Sharkpreneur episode with Cricket Lee about disrupting the fashion industry.Here are some of the beneficial topics covered on this week’s show:● Why adding body types and shapes to apparel leads to less returns.● How competing fashion companies make their clients find the right size.● Why there are clothes in the landfills that have never been worn before.● How the program uses a fit profile to find clothes to match your body.● Why it’s so difficult to change an industry’s paradigm.Connect with Cricket:Guest Contact InfoInstagram@bota.sciFacebookfacebook.com/botasciLinkedInlinkedin.com/in/cricketleebotasciLinks Mentioned:botasci.com Learn more about your ad choices. Visit megaphone.fm/adchoices

How Client Communication Can Lead to More ClientsMatt Peck, SHP Financial– The Sharkpreneur podcast with Seth Greene Episode 491 Matt PeckMatt Peck obtained his Certified Financial Planner (CFP®) certification in 2015 and is a member of the Financial Planning Association®. He is insurance licensed and holds his Series 65 securities license, which allows him to provide financial and investment advice as a fiduciary advisor. He is required to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of his clients. In 2019 Matt became a Certified Investment Management Analyst (CIMA®). This certification is an advanced professional education and certification program for advisors who desire to serve their clients with the most sophisticated investment and portfolio management knowledge.Matthew is the author of the book “Mind the Gap: The Cracks in the American Retirement System” and co-author of the book “SHP Retirement Road Map: Your Map to Financial Freedom.”For over seven years, he has co-hosted the popular financial radio show “Retirement Road Map Radio Show,” which airs on WBZ, WRKO and WXTK.Listen to this informative Sharkpreneur episode with Matt Peck about using effective communication as a tool for more clients.Here are some of the beneficial topics covered on this week’s show:● How you can contend with the competitors when it comes to service.● Why it’s important to teach your team to treat each client like their own.● How getting client referrals is vital to building your client base up.● Why you can always do more to cultivate relationships with clients.● How to promote referral consciousness with your existing clients. Connect with Matt:Guest Contact InfoFacebookfacebook.com/SHPFinancialLinkedInlinkedin.com/company/shp-financialLinks Mentioned:shpfinancial.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Buying Business with No Money Out of PocketCarl Allen, Dealmaker Wealth Society– The Sharkpreneur podcast with Seth Greene Episode 490 Carl AllenCarl Allen is a world-class entrepreneur, investor and corporate dealmaker who has worked on more than 330 transactions worth close to $48 billion. In his nearly 30-year career, Carl has analyzed thousands of businesses big and small in 17 different countries across nearly every business sector, including technology, pharmaceuticals, transport and logistics, engineering, manufacturing, aerospace, consumer goods and services, business services, retail, professional services, finance, packaging and corporate clothing.Carl first earned his reputation during his 16 years on Wall Street working for Bank of America, Hewlett-Packard, Forrester and Gartner. There he advised some of the world’s largest corporations on investments, mergers, acquisitions, disposals, and restructuring and helped hundreds of business owners raise both equity and debt financing. Until he almost missed the birth of his second son. That’s when Carl quit the rat race and began brokering (and eventually buying) businesses for himself.Today he is considered one of the world’s premier experts on buying and financing small business acquisitions. Carl founded Dealmaker Wealth Society (formerly Ninja Acquisitions) because he believes starting a business from scratch is certifiably, BATSH*T CRAZY! He wanted to use his highly specialized skill set to help others realize their dream of self-employment didn’t have to be a long, hard, up-all-night slog with a 96% failure rate in 10-years. Today he’s helping thousands of entrepreneurs all over the world buy existing, profitable small businesses that will immediately put money in their pockets. And best of all — he teaches them how to do this without using a dime of their own capital!Listen to this informative Sharkpreneur episode with Carl Allen about buying businesses without using money out of pocket.Here are some of the beneficial topics covered on this week’s show:●    How it can be more lucrative to buy an existing business than starting a new one.●    Why mindset and mental strength is important when buying a business.●    How the mechanics of a company do not inspire people to buy businesses.●    Why people can’t always trust a business broker to care about their best interest. ●    How entrepreneurs need to build their networks to be the most successful.Connect with Carl:Guest Contact InfoTwitter @DealmakerWealthInstagram @_dealmakerwealthsociety_Facebook facebook.com/dealmakerwealthsocietyLinkedIn linkedin.com/company/dealmakerwealthsocietyLinks Mentioned: trainwithcarl.com/shark Learn more about your ad choices. Visit megaphone.fm/adchoices

From Stay at Home Mom – Top 100 Mommy Blogger with 2.5 Million ViewsRebecca Greene, Whinypaluza.com – The Sharkpreneur podcast with Seth Greene Episode 489 Rebecca GreeneRebecca Greene, LCSW-R is a Top 100 Mommy Blogger, best-selling author of her book Whinypaluza, and mom of three. She specializes in child behaviors and marital therapy. She started her blog Whinypaluza because she loves to write and share her experiences with others. On The Whinypaluza Podcast she hopes to continue to share the unique parenting challenges every parent faces.Listen to this informative Sharkpreneur episode with Rebecca Greene about becoming a top mommy blogger.Here are some of the beneficial topics covered on this week’s show:●   How there are so many different types of social work people can go into.●   Why MST is evidence-based therapy for children with severe behavioral issues.●   How parental exhaustion is absolutely real and effects all parents.●   Why people don’t always do the right thing when they know they should.●   How no one knows what they are doing when they are brand new parents. Connect with Rebecca:Guest Contact InfoInstagram @whinypaluzaFacebook facebook.com/whinypaluzaparenting Links Mentioned: whinypaluza.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Overcoming Adversity in EntrepreneurshipAdri Kyser, AdriKyser.com– The Sharkpreneur podcast with Seth Greene Episode 488 Adri KyserAdriana Kyser is an inspiring wellness and personal development coach helping women achieve ultimate health, spiritual connection & unshakable confidence through her powerful coaching and online programs. Adriana was born and raised in Caracas, Venezuela, where she went to law school for a few years before moving to the US. Her caring, unique and authentic approach to holistic wellness stems from her personal experience in coping with chronic back pain for over a decade.Throughout the years, Adriana has received an extensive and growing list of certifications in multiple wellness modalities Like NLP, Yoga, Coaching, Ayurveda, and Reiki just to name a few. She has also been featured in several incredible fitness and wellness brands, and her expertise has appeared in a number of publications. She has helped hundreds of women worldwide live a more mindful, healthy, and balanced lifestyle by providing live training, online classes, coaching sessions, and international retreats focused on helping women discover and develop the innate power of true inner beauty.Listen to this informative Sharkpreneur episode with Adri Kyser about helping people invest in their health.Here are some of the beneficial topics covered on this week’s show:●    How physical pain can be deeply rooted in an emotional cause.●    How people have the tools to overcome adversity in their lives.●    Why people need to take care of their health right now more than ever.●    Why you can’t do personal development if you aren’t healthy.●    How we have the choice to change the narratives of our stories.Connect with Adri:Guest Contact InfoTwitter @AdriKyserYogaFacebook facebook.com/adrikyserwellnessLinkedInLinkedin.com/in/adrikyserLinks Mentioned: adrikyser.com Learn more about your ad choices. Visit megaphone.fm/adchoices

From Starting a Business on Mom’s Credit Card to 40 Franchised Locations and CountingAndy Zapata, Physical Therapy Now– The Sharkpreneur podcast with Seth Greene Episode 487 Andy ZapataAndy Zapata served as the Founder and CEO of Physical Therapy Now Franchise, Inc., in Miami, Florida from its inception. He also owns Physical Therapy Now Holdings LLC. in Miami, Florida since its inception February, 2010 to present formally known as Miami Rehab Center LLC with 8 corporate facilities. He is one of the few Medicare Part A Inspectors to inspect Physical Therapy Facilities through-out the country for American Association for Accreditation of Ambulatory Surgical Centers. He opened his first Physical Therapy Center in 2003. Mr. Zapata also owns business in Orthopedics, Interventional Pain Management, Urgent Care, Diagnostic Centers, and Durable Medical Equipment.Listen to this informative Sharkpreneur episode with Zapata about growing a franchise to over 40 locations.Here are some of the beneficial topics covered on this week’s show:●    How you can leverage small amounts of credit to start a business.●    Why you have to ask for success to become an expert.●    How you should focus on your systems when things are changing.●    Why the desire to help more people helps business grow organically.●    How most entrepreneurs don’t make it past their first hurtle.Connect with Andy:Guest Contact InfoTwitter @AndyZapata1000Facebook facebook.com/1800NEWPAINLinkedIn linkedin.com/in/1800newpainLinks Mentioned: physicaltherapynow.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Using a Data Driven App to Make Better Business DecisionsDan Nicholson, Nth Degree CPAs– The Sharkpreneur podcast with Seth Greene Episode 486 Dan NicholsonDan Nicholson is a lifelong entrepreneur, relentlessly curious and hopelessly sarcastic. When purpose driven entrepreneurs grow tired of spinning their wheels seemingly getting further away from things that actually matter to them, they call Dan for help.He’s had the privilege of completing a prestigious fellowship and worked for some of the largest and most successful companies in the world.10 years ago he gave all of that up – mostly because he was tired of having meetings about meetings to eventually talk about what to actually do. Instead he spends his time developing tools and helping private clients and partners answer the one question all successful business owners are asking themselves “Am I going to be okay?” through his financial certainty methodologies. Financial Certainty is an unconventional way of looking at business growth. Instead of focusing on acquiring more, the focus is getting closer to the things that actually matter to the business owner/entrepreneur.The first step to eliminating entrepreneurial anxiety is decreasing the uncertainty around reaching your goals and Dan has developed a set of proprietary algorithms to systematically decrease uncertainty and increase the power entrepreneurs have over their desired outcomes.Dan realized what he learned in business school doesn’t work for small or medium sized companies. Small businesses owners need to optimize, so different framework. He’s building ideas on how to navigate decision making for small businesses. Book coming out called Seeking Certainty and the certainty app a tool for small to medium sized companies. Has a digital products company called Wealth Q and A. He is an equity partner in a lot of businesses. Wants to help people have certainty. Going to be on Hustle and Flow Chart and Half Past.Listen to this informative Sharkpreneur episode with Dan Nicholson about using a data driven app to make better business decisions.Here are some of the beneficial topics covered on this week’s show:●    How there are many entrepreneurs who have their CPA license.●    How small business owners are only working with one or two CPAs.●    Why conventional finance does not work for small business owners.●    How small business owners need to optimize their business.●    Why many small business owners don’t make asymmetric bets.Connect with Dan:Guest Contact InfoTwitter @NthDegreeCPAsLinkedIn linkedin.com/in/dan-p-nicholson-9135103Links Mentioned:certaintyapp.com nthdegreecpas.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Growing to $2 Billion AUMJeff Sarti, Morton Capital– The Sharkpreneur podcast with Seth Greene Episode 485 Jeff SartiJeff Sarti served as Morton Capital’s Chief Investment Officer from 2004 through 2007. In 2008, Jeff left Morton Capital to become co-managing partner of Crosscourt Capital Management, a hedge fund firm specializing in volatility and options trading strategies. Upon the close of Crosscourt Capital in 2011, Jeff rejoined Morton Capital. He is currently CEO and a member of the Board of Managers as well as the Investment Committee at Morton Capital. Before joining Morton Capital, in 2002, Jeff worked at McKee Investment Management, where he served as a portfolio manager and credit analyst overseeing $750 million in assets. From 1999 through 2001, he was employed as a portfolio manager at Joel R. Mogy Investment Counsel, overseeing $1 billion in assets. Jeff earned his Bachelor of Science degree in biology from Stanford University and his MBA in finance from the Anderson School of Business at the University of California, Los Angeles. Jeff is a CFA® chartholder.Listen to this informative Sharkpreneur episode with Jeff Sarti about growing to $2 billion in assets under management. Here are some of the beneficial topics covered on this week’s show:●    Why people should view their wealth as more than just a number.●    How building a portfolio for the correct economic season is vital.●    Why real estate investments allow people to be more conservative if necessary.●    How they include real estate as assets under management at Morton Capital.●    Why diversifying portfolios is important for people who are investing.Connect with Jeff:Guest Contact Info Instagram @mortoncapitalFacebook facebook.com/mortoncapitalLinkedIn linkedin.com/company/mortoncapital Learn more about your ad choices. Visit megaphone.fm/adchoices