SharkPreneur

Growing an RIA with Charitable GivingAndrew Aran, Regency Wealth Management– The Sharkpreneur podcast with Seth Greene Episode 484 Andrew AranAndrew Aran joined Regency Wealth Management as a Partner in 2010 after a two-year affiliation with LPL Financial and over 18 years in Alliance Bernstein’s Fixed Income Division. As a Senior Vice President, he formed and headed Alliance’s corporate bond research group, managed institutional global credit portfolios, a credit-oriented hedge fund, and a retail balanced mutual fund. He has also helped manage numerous institutional and retail bond strategies including open end and close end mutual funds and money market funds. His prior experience includes research roles at PaineWebber, Citibank, and Standard & Poors after being a Relationship Manager at The Chase Manhattan Bank.A visible and respected professional, Andrew has been published in Institutional Investors, authored a case study in Fabozzi’s Bond Credit Analysis: Framework & Case Studies, has been quoted in The New York Times and The Wall Street Journal; has been quoted or interviewed multiple times on Bloomberg and CNBC and has spoken at numerous financial conferences around the world. He also served on Markit iBoxx’s Oversight Committee. He is a member of the CFA Institute, FIASI, NYSSA (bond and stock analysts associations), and is an Associate member of The National Association of Personal Financial Advisors.Andrew earned a B.A. from Rutgers University in 1978, an M.B.A. from Fordham’s Graduate School of Business in 1980 and was awarded a Chartered Financial Analyst designation in 1986. He served as President of the Bergen County Chapter of the New Canaan Society from 2011-2015 and still remains active within the organization. Andy is currently a member of the Advisory Board of Street 2 Street and is on the Christian Health Care Center’s Foundation Board. He previously Chaired the Trustee Board at Star of Hope Ministries in Paterson, N.J. He is a member of Grace Church of Ridgewood where he has served on the Elder Board and their finance committee. He is blessed by his marriage to Cindy and with their three children.Listen to this informative Sharkpreneur episode with Andrew Aran about growing an RIA with charitable giving.Here are some of the beneficial topics covered on this week’s show:● How sharing the work of a client between people helps better serve the client.● Why delivering excellence to their clients leads to word of mouth advertising.● How investments have been impacted by the COVID-19 pandemic.● Why it’s important to keep your clients informed and served right now.● How you can create brand awareness by being involved in the community.Connect with Andrew:Guest Contact InfoFacebookfacebook.com/RegencyWealthMangementNJLinkedInlinkedin.com/company/regency-wealth-managementLinks Mentioned:regencywealth.com Learn more about your ad choices. Visit megaphone.fm/adchoices

How a Tiny Software Company Competes Against the Fortune 500Lars Helgeson, GreenRope– The Sharkpreneur podcast with Seth Greene Episode 483 Lars HelgesonLars Helgeson started in the space in 2000, when he co-founded one of the world's first email service providers, CoolerEmail. As a pioneer in responsible email marketing, he grew CoolerEmail into a global software company specializing in communication with over 1,500 clients. In 2010, after spending several years designing and implementing a more comprehensive way to meet the needs of small and mid-sized businesses, Lars launched GreenRope, a cloud-based platform that simplifies and consolidates a company's sales, marketing, and operations. GreenRope currently provides technology solutions to over 3,000 companies worldwide.In 2017, Lars had the opportunity to write and publish, CRM For Dummies, part of the globally acclaimed "For Dummies" series of books. In the book, he covers strategies and tactics that help businesses design and implement a successful CRM strategy.Listen to this informative Sharkpreneur episode with Lars Helgeson about creating a CRM company that competes with the Fortune 500.Here are some of the beneficial topics covered on this week’s show:● Why some of the best ideas come to us in the shower.● How businesses need more than just .● Why businesses need a comprehensive way to track daily activities.● How GreenRope gives business owners insight to all data on one platform.● Why businesses don’t need a large team to make them successful.Connect with Lars:Guest Contact InfoTwitter@larshelgesonFacebookfacebook.com/GreenRopeLinkedInlinkedin.com/in/larshelgesonLinks Mentioned:greenrope.com Learn more about your ad choices. Visit megaphone.fm/adchoices

What Financial Advisors Should Be Doing NowJames Pollard, TheAdvisorCoach.com– The Sharkpreneur podcast with Seth Greene Episode 482 James PollardJames Pollard is the founder of TheAdvisorCoach.com, a marketing consultancy which helps financial advisors get more clients. He is also the host of the "Financial Advisor Marketing" podcast. He is perhaps best known for his monthly paper-and-ink newsletter, The James Pollard Inner Circle, which is read by financial services professionals all over the world. Listen to this informative Sharkpreneur episode with James Pollard about financial marketing.Here are some of the beneficial topics covered on this week’s show:●    Why it’s important to find your niche in business.●    How people need to use multiple marking strategies.●    Why multi-channel marketing is the holy grail for financial advisors.●    How people get stuck in the seminar hamster wheel.●    How to get financial advisors to differentiate themselves.Connect with James:Guest Contact InfoTwitter @theadvisorcoachFacebook facebook.com/theadvisorcoachLinkedIn linkedin.com/in/theadvisorcoachLinks Mentioned:theadvisorcoach.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Growing Your Business by SpeakingJeff Klein, SpeakerCoop.com– The Sharkpreneur podcast with Seth Greene Episode 481 Jeff KleinJeff Klein is a Speaker and Trainer who has received rave reviews speaking over 600 times, reaching over 15,000 business professionals. He is the author of 30 Seconds to Success: Generating Referrals with Your Elevator Pitch, and the upcoming Speaking as a Business Strategy: 9 Laws to Business Speaking Success. Following successful careers in Advertising, , and Production, Jeff’s individual and group programs assist professionals, who are responsible for generating revenue, to great opportunities to sell. He continues to speak to trade associations, sales organizations, national conventions, and business groups. Listen to this informative Sharkpreneur episode with Jeff Klein about the speaking to grow your business.Here are some of the beneficial topics covered on this week’s show:●    Why people need to be able to speak about their business.●    How businesses either need more audiences or better results.●    Why people need to deliver a speech that generates results.●    How many people need a little tweaking on what they deliver.●    Why people have to identify what they do and who they do it for.Connect with Jeff:Guest Contact InfoTwitter @JeffSpeakerFacebook facebook.com/JeffKleinSpeaksLinkedIn linkedin.com/in/jeffkleinspeaker Links Mentioned: Learn more about your ad choices. Visit megaphone.fm/adchoices

Flying High by Serving the AirlinesCasey , Wiser Wealth Management– The Sharkpreneur podcast with Seth Greene Episode 480 Casey SmithCasey Smith, President of Wiser Wealth Management, started the Marietta, GA based company in 2001. Prior to starting Wiser Wealth, Casey worked for a brokerage firm and quickly became unhappy with the traditional brokerage product pushing agenda. He became a Investment Advisor and formed a fee-only financial services firm in June 2001, which later became Wiser Wealth Management, Inc.In his 19 years with the company, Casey has focused on client service and retention to grow the business. His fee-only firm accepts fiduciary responsibility for its clients’ investments and welcomes investors of all wealth levels. In addition to investing, Casey has positioned Wiser as a one-stop-shop that offers a full complement of services including financial planning and asset management. Tax and legal services are offered through seamless professional partnerships.Casey has been recognized by his industry and peers with many awards over the years. He was named a Top 20 Innovator in the usage of ETF’s in America, Cobb Chamber of Commerce Top 25 Small Business of the Year, Cobb Life Magazine Top 20 Under 40 and Best Firm. He’s been quoted in numerous publications like the New York Times, The Wall Journal and Atlanta Journal Constitution, to name a few.  Casey hosts a weekly podcast called the Wiser Wealth Management Roundtable where he explores topics related to personal finance, investing and relevant financial business news and topics. Listen to this informative Sharkpreneur episode with Casey Smith about starting a fee-based fiduciary practice.Here are some of the beneficial topics covered on this week’s show:How fee-based fiduciaries were not just a fad in financial planning.Why airline pilots are an underserved niche in financial planning.How entrepreneurs cannot be put into traditional financial boxes.Why it’s important to build the right team to fit your business.How it’s important to maintain the quality for clients through your process.Connect with Casey:Guest Contact InfoTwitter@WiserWealthMgtFacebookfacebook.com/WiserWealthManagementLinkedInlinkedin.com/company/wiserwealthLinks Mentioned:wiserwealthmanagement.comwiserinvestor.com Learn more about your ad choices. Visit megaphone.fm/adchoices

How to Gain the Edge in SalesJim Padilla, Gain the Edge– The Sharkpreneur podcast with Kevin Harrington and Seth Greene Episode 479 Jim PadillaJim Padilla is the founder of Gain the Edge. He is known in the personal development and business coaching world as the go-to-guy for all things sales. He is a master collaborator whose purpose is to help entrepreneurs leverage the power of collaboration to scale their business so they can impact the world the way they intended.Listen to this illuminating Sharkpreneur episode with Jim Padilla about all things related to sales.Here are some of the beneficial topics covered on this week’s show:●    How you have to provide value to the people you need help from.●    Why you want to have 1% of 100 men’s efforts instead of 100% from one man.●    How Gain the Edge teaches people more without being a salesperson.●    Why virtual events have to be better than live events to engage the audience.●    How Gain the Edge helps people understand that they need to stand out.Connect with Jim:Guest Contact InfoFacebook facebook.com/gaintheedgenowLinkedIn linkedin.com/in/jimpadillaLinks Mentioned:https://kd267.isrefer.com/go/MMSL/shark/ gtenow.com/makemoresaleslive Learn more about your ad choices. Visit megaphone.fm/adchoices

Tapping into the Impossible to Reach Healthcare NicheAra Oghoorian, ACap Asset Management– The Sharkpreneur podcast with Seth Greene Episode 478 Ara OghoorianAra Oghoorian founded ACap Asset Management, Inc. in 2009 and has over 30 years of experience in finance and accounting. He began his career at Wells Fargo Bank in Huntington Beach, CA before moving up north to spend nine years at the Federal Reserve Bank of San Francisco, where he traveled extensively examining domestic and foreign banks as well as bank holding companies. After the Fed, Ara became a US diplomat with the U.S. Department of the Treasury as an advisor to the Ministry of Finance and Economy in the Republic of Armenia where he simultaneously conducted work in the Republic of Georgia and the Republic of Latvia. Upon his return to the US, Ara lived and worked in Washington, DC for a wealth management firm before deciding to move back home to Los Angeles to start ACap.Ara has a finance degree from San Francisco State University, is a Commissioned Bank Examiner through the Federal Reserve Board of Governors, holds the Chartered Financial Analyst (CFA) designation, CERTIFIED FINANCIAL PLANNER™ license, Certified Public Accountant (CPA) license, is an Enrolled Agent, and holds the Series 65 license. Ara is also very active in the community and sits on the board of the Water Buffalo Club, and is a director at Mission Valley Bank and Bancorp. He also served as Chairman of the Board for Children’s Music Fund from 2013 to 2017. In his free time, Ara enjoys playing tennis, traveling, going to the beach, opera, and spending time with his family.Listen to this informative Sharkpreneur episode with Ara Oghoorian about shifting to serve a broader customer base.Here are some of the beneficial topics covered on this week’s show:●    Why it’s important to provide your clients with a one stop shop.●    How business growth allows people to be pickier about their clients.●    Why they no longer target and serve only the healthcare industry.●    How they get a lot of business through referrals and centers of influence.●    Why it’s important to cultivate your current business relationships.Connect with Ara:Guest Contact InfoTwitter @acapamInstagram @acapadvisoraccountantsFacebook facebook.com/ACapAdvisorsAccountantsLinkedIn linkedin.com/company/acapadvisorsaccountantsLinks Mentioned: acapam.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Using a Radio Show to Grow Your RIAChris Boyd, Asset Management Resources– The Sharkpreneur podcast with Seth Greene Episode 477 Chris BoydChris Boyd is the founder of Asset Management Resources, LLC and the Chief Executive Officer. He has been assisting clients for over twenty-five years. His firm Asset Management Resources, LLC is a registered investment advisor firm in Massachusetts.In 2004, Certified Financial Planner Board of Standards, Inc. awarded Chris with the financial planning credential of Certified Financial Planner™ professional which is awarded to individuals who meet education, examination, experience and ethics requirements and has previously successfully passed the FINRA administered General Securities Exams (Series 7, 63, 65 and 24) examinations. He also has earned the Chartered Advisor for Senior Living® (CASL®) professional designation from the American College, BrynMawr, PA..Chris assists his clients in matters of financial planning, investment advice and portfolio management. His clients include individuals & charities. He strives to provide clients with education and advice that will best help them to achieve lasting financial security. He specializes in planning for those in or near retirement.Listen to this informative Sharkpreneur episode with Chris Boyd about using a radio show to grow an RIA.Here are some of the beneficial topics covered on this week’s show:●    Why an RIA can help you with a secure retirement.●    How relationships allow RIAs to be more personal.●    Why it’s really important to have the right people on your team.●    How if people need help in one area, they probably need help in other areas.●    Why his radio show has been a driver for client acquisition.Connect with Chris:Guest Contact InfoTwitter @AssetMgmtRsrcsInstagram @smorechrisboydFacebook facebook.com/AssetManagementResourcesCCLinkedIn linkedin.com/company/asset-management-resources-llcLinks Mentioned: amrfinacial.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Sharing the Love of Wine & SpiritsGino Colangelo, Colangelo & Parnters– The Sharkpreneur podcast with Seth Greene Episode 476 Gino ColangeloGino Colangelo founded Colangelo & Partners in 2006 after spending over 10 years with global agency Dentsu, business and developing communications strategies for a blue-chip client list that included Siemens, Japan Airlines, Suntory and more. Before Dentsu, Gino spent 10 years in his own retail business, a unique experience in the agency world. Prior to the retail business, Gino spent 2 years in Japan writing copy for an ad agency. He has also lived and studied in Siena, Italy.In 2006, Gino combined his entrepreneurship with a love of wine and spirits to Colangelo & Partners, now the leading fine wine and spirits communications agency in the US. Since its founding Colangelo & Partners has conceived and executed successful integrated communications campaigns for institutional clients and brand marketers alike. The Colangelo & Partners client roster includes prestigious wine brands such as Charles Krug, Louis Roederer, Luce, Ornellaia and Wagner; alcoholic beverage industry leaders SevenFifty and Vivino; leading wine institutions including the Chianti Classico Consortium, Crus Bourgeois, Prosecco DOC and Wines from Spain as well as leading spirits brands Diplomatico Rum, Disaronno, Partida Tequila and many more.Colangelo & Partners now lies at the epicenter of the wine and spirits world in the US, working with prestigious global brands and clients throughout the supply chain that drive the wine and spirits industry. Gino is most proud of the team at Colangelo & Partners, the growth of individual employees and the partnerships the agency has built with its prestigious, global family of clients.Listen to this informative Sharkpreneur episode with Gino Colangelo about operating his food, wine, and spirits PR agency.Here are some of the beneficial topics covered on this week’s show:●    How most entrepreneurs prefer to be their own boss.●    Why PR agents have a tough job because they only sell and never buy.●    How Gino left the corporate world to focus on food, wine, and spirits.●    Why specialization allows businessowners to dominate a niche.●    How diversification can be achieved while staying in the same business.Connect with Gino:Guest Contact InfoTwitter @ColangeloPRInstagram @colangeloprFacebook facebook.com/ColangeloPRLinkedIn linkedin.com/company/Colangelo-&-partners-public-relationsLinks Mentioned:Colangelopr.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Growing a Supplement Company From 0 to $50,000,000Buck Rizvi, Ultimate Lifespan and RealDose– The Sharkpreneur podcast with Seth Greene Episode 475 Buck RizviBuck Rizvi's "overnight success" came at the tender age of 41, after slogging it out for 21 years in corporate America. His first e-commerce health business, Ultimate Lifespan, launched in 2005 as a side business and quickly led to his exit from the corporate rat race.Since that time, Buck's e-commerce health businesses, Ultimate Lifespan and RealDose Nutrition, have generated over $50 million dollars in revenue while helping over 400,000 people worldwide achieve better health.Listen to this informative Sharkpreneur episode with Buck Rizvi about generating $50 million dollars in revenue through an ecommerce health business.Here are some of the beneficial topics covered on this week’s show:How people can selling dietary .Why Ultimate Lifespan and RealDose Nutrition were founded.How Ultimate Dog is being added to the Ultimate Lifespan family.Why businesses should be eco-conscious right now.How people want to know what is behind a brand before making a purchase.Connect with Buck:Guest Contact InfoTwitter@buckrizviInstagram@buckrizviFacebookfacebook.com/buckrizviLinkedInlinkedin.com/in/buckrizviLinks Mentioned:Scalebootcamp.com Learn more about your ad choices. Visit megaphone.fm/adchoices