SharkPreneur

Managing Your Largest Personal Expense On today's episode Seth and Kevin speaks to Jake Randall, the CEO of Taxbot , about how a mobile app focuses on automating your expense and mileage tracking and staying IRS compliant. This is something we all need to know since we all deal with taxes. Jake Managed product creation and marketing BS Finance, University of Utah – Experience in late stage mergers and acquisitions. Prior to starting Taxbot with his partners, Jake was an investment banker who focused on mergers and acquisitions for United Mergers and Acquisitions. He also done marketing consulting and strategy for several online education companies. He is also a real estate investor and inventor. He graduated from the University of Utah and loves technology. Learn more about taxbot here, https://www.taxbot.com Lean more about Jake Randall here, https://www.linkedin.com/in/jakerandall/ Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's episode Seth and Kevin Speaks to J. Michael Scarborough , President and CEO of Oak Wealth Partners, Inc , about how they manage monies for individuals in qualified plans. Mike earned his MBA in finance from Baldwin-Wallace College and his Bachelor of Science degree in finance from Salisbury State University. In 2005 Mike was awarded an Honorary Doctorate for Public Service from Salisbury State University. He has taught personal finance and economics courses at Johns Hopkins University and Salisbury State University. Mike has appeared on several television networks and has been featured in print media and national publications such as Kiplinger's Personal Finance Magazine, Money Magazine, Pensions & Investments, USA Today and the Wall Street Journal. Mike has written two books available on Amazon.com - The Scarborough Plan: Maximizing the Power of Your 401(k) and 401(k)nowledge: Practical Advice for Retiring on Your Own Terms. These books provide easy to understand recommendations on strategies to improve the performance of hard earned savings. In addition to Oak Wealth Partners Inc., Mike is also owner of Retirement Management Systems, where he works as the Chief Compliance Officer and Investment Advisor Representative. Mike's other business activities include owning Running Hare Vineyard, Calvert Brewing Company and Chesapeake Watershed (a distributor of ultra premium bloody mary mixes). Learn more about Mike here, https://www.linkedin.com/in/michael-scarborough-84390410 Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's episode, Seth speaks to Boris Musheyev, A CPA who specialize in tax strategies about his team's tax strategies they use to save their clients anywhere between 10 – 80k in tax dollars a year. Boris and his team personalize each and every strategy to ensure that their client's family and business situation is thoroughly examined. His goal is to utilize every single tax strategy available to their clients in order to maximize their net pay as much as possible. His team at BORISMTAX is made of high-performing professionals who take diligence and care in every step of the process when handling your finances. They believe that accounting is more than just being correct, it’s being strategic. Aside from strategic tax planning, they also believe that their client’s financial information is theirs and theirs alone. They employ secure technology that allows their clients to access their data at any time, no more waiting for a response. Learn more about Boris Musheyev here, https://www.linkedin.com/in/boris-musheyev-cpa/ Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's episode, Seth speaks to John Corcoran ,a co-founder of Rise25, about how they helped B2B businesses to get more clients, referral partners and strategic partners through done-for-you lead generation, podcasts, and in-person events. He graduated law school at the worst time to find work as an attorney and worked a series of jobs for small firms. During this time he wasn’t making enough to tackle the debt mountain. It wasn’t until he started his own firm that he could start to make some progress. In 2010 he sold his rental property and a year and a half later sold his condo, it wasn’t a great time to sell but it enabled him to clear most of the debt. Not everyone has property to see in order to pay off debt but not everyone accumulated that debt by taking out huge lines of credit. John has always enjoyed writing and has always been good at developing relationships. He married these things together and started Smart Business Revolution to teach others how to build relationships that will help further your career. Sadly, he confirms that it’s more whom you know than what you know. It’s not fair but you know it so growing your network is important. Learn more about John Corcoran here, https://www.linkedin.com/in/corcoran/ Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's episode, Seth speaks to Jassen Bowman , an Enrolled Agent who spent eight years exclusively representing taxpayers who owe back taxes to the IRS, about how he presented over 200 live seminars and webinars to CPAs, EAs, and attorneys on the subjects of IRS Collections representation, practice management, and growing a tax firm. Jassen will also talk about how you can utilize the proven methods utilized by tax professionals to reduce tax liabilities and resolve problems with the IRS. He is the author of several tax books for both consumers and practitioners and is the founder of Tax Marketing HQ. Jassen work with Enrolled Agents, CPAs, and tax attorneys in private practice to leverage their existing resources to maximize revenue and transform their tax and accounting practices into more efficient, lifestyle-driven businesses. In his free time, Jassen is an ice dancer and figure skating test judge. Learn more about Jassen Bowman here, https://www.linkedin.com/in/jassenbowman Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's episode, Seth speaks to Nicholas Sonnenberg , the co-founder of Leverage co-founder of Leverage, founder and CEO of Efficient Frontier Solutions, Inc. contributor and the co-author of the book Idea to Execution , about how he started before making the jump to the startup technology space, Nick spent more than eight years on Wall Street as a high frequency algorithmic trader. His personal mission is to help busy entrepreneurs and executives optimize their lives in a meaningful way and help them go from idea to execution in as few steps as possible. Nick Sonnenberg is a speaker, co-author of Idea to Execution and a serial entrepreneur with a passion for creating companies that disrupt the way people live. Prior to his work in the technology space, Nick spent more than eight years on Wall Street as a high-frequency algorithmic trader and was the youngest person to graduate from Berkeley with a master’s degree in financial engineering. Nick is the founder of Leverage and the former CEO of CalvinApp. He is an active volunteer for the nonprofit Defy Ventures, providing entrepreneurial coaching for currently and formerly incarcerated men, women, and youth. In addition to his professional interests, Nick is an avid chess player, traveler, and athlete. Lean more about Leverage here, https://getleverage.com Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's episode Seth speaks to Amanda Dobson about a ton of underleveraged marketing techniques that any business owner can implement to start using SMS to increase their sales and conversions. Amanda Dobson is a skilled, experienced, successful marketing executive, and a super smart digital marketer. She’s helped some brands go from zero to top of their industries and specializes in SMS messaging, push notifications, chatbots, Facebook groups and many other channels. She also leads a rockstar team that creates strategies, breakthroughs and drives millions of dollars of sales on a monthly basis. She teaches people how to create new traffic channels and make A LOT more money – and she can help YOU and YOUR company too. Amanda teaches people how to leverage existing lists to create new traffic channels and build revenue. She sees having multiple channels as an insurance policy because if one fails, you’ve still got others that are working for you. Phone communication and sales is the way of the future – and SMS is a great value-add that improves the experience. Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's episode, Seth speaks to Casey Carroll, Founder of Action Advertising Agency, about how to figure out what is important for you to get started with Facebook ads for your small business. Casey is an expert in leveraging social media, especially Facebook, to help businesses grow. He is obsessed with one thing: creating an insane amount of ROI for our clients. Casey specializes in sales; what do you do when those leads come in and how to turn them into sales. He also specializes in the power of offline events and helping businesses understand offline event data. Your audience will learn a great deal about where their sales are coming from which will help in creating the right marketing campaigns for their market. They will also learn a great deal of sales techniques. You will be very impressed with Casey's expertise. Discover the right focus for your Facebook ad campaigns and how Casey only focuses on one outcome Learn more about Action Ad Agency here, http://actionad.agency/ Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's episode, Seth speaks to Galen Weston, a financial services agent, about how he saw there was a problem, a big problem about trusted sources for qualified leads. As an advisor, he concluded that there had to be a better way. Cold calling was and is inefficient, friends and family are finite, direct mail takes a long time to convert and seminars are expensive and time consuming. The solution was the internet. Generating leads from the internet provided him with leads, more leads than he could run alone. As his methodology and algorithms became better, the idea of providing leads for other advisors in Canada began. Seeing a larger market in the United States led to the roll-out of AdvisorWorld.com. Since 2007 AdvisorWorld has grown to become a leader in the annuity lead generation market. With hundreds of clients across the country, covering almost every state, we have both the supply and the demand power to generate the best leads in the market. His team p more American top Insurance & Financial Advisors succeed than any other exclusive online referral program. Results-driven and proven to maximize your marketing potential, AdvisorWorld connects you with a qualified referral who knows your name and is expecting your call. At AdvisorWorld they want to ensure our clients success. They take you on a full account review of their program and their software and ensure they have the tools you need to make our leads work for you. more about Advisor World here, https://www.advisorworld.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's episode, Seth speaks to Dr. Shawn Dill and Dr. Lacey Book about how they stand for a wold where health and success are known as fundamental truths rather than fundamental pursuits. Dr. Shawn Dill is a 1995 graduate of Logan College of Chiropractic. For eight years Dr. Dill practiced in the country of Costa Rica, where along with establishing what many consider to be the largest upper cervical practice in the world, he also authored the law that regulates the practice of chiropractic in the country. Since returning to the United States, Dr. Dill has become a noted authority in Upper Cervical Specific Chiropractic. He is the CEO of The Specific Chiropractic Centers, which now operates eight Knee Chest Upper Cervical Specific clinics, and also offers consulting services to entrepreneurs and health care professionals through his website, www.ShawnDill.com. He continues to be highly sought as a speaker, making numerous international appearances each year. Dr. Dill has been featured on international radio and television programs. Dr. Dill’s impassioned messages of health, ethics and integrity-based practices motivate doctors and lay-people from around the world. Dr. Lacey Book graduated Cum Laude, or with honors, from Life Chiropractic College West. During her internship at the Institute for Advanced Care in Chiropractic, she received additional advanced, post-doctorate training through the “That Something” Coaching Program making her a part of a select group of chiropractors providing Upper Cervical Specific Chiropractic Care. She is currently a candidate to become Board Certified in Chiropractic Pediatrics after completing an intense program administered by the International Chiropractic Pediatric Association. Dr. Book has extensive knowledge in the care of pediatric patients and the unique challenges that they can present. Seven years of experience working in chiropractic offices instilled in Dr. Book a love of seeing people get well, and inspired Dr. Book to attend chiropractic school. While in school she was very active, serving on the student council in various capacities. Upon graduation, Dr. Book joined the team at The Specific Chiropractic Center in Dublin. Her passion and desire to bring wellness into her community drives her to be highly involved in creating wellness initiatives that will affect the lives of many. Learn more about Shawn and Lacey here, http://shawnandlacey.com Learn more about your ad choices. Visit megaphone.fm/adchoices