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SharkPreneur

SharkPreneur

著者: Kevin Harrington & Seth Greene
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Welcome to the Sharkpreneur Podcast with Kevin Harrington and Seth Greene. Kevin Harrington is the inventor of the infomercial, one of the original sharks from the hit tv show shark tank, and has generated over 5 billion dollars in TV and digital direct response sales. Seth Greene is the world’s #1 trusted authority on cutting edge direct response , a best-selling author, the only 3x Marketer Of The Year Nominee, and the founder of http://www.MarketDominationLLC.com On the podcast, Kevin & Seth interview SharkPreneurs who share straight talk on what it takes to explode your business.Copyright © 2018 Kevin Harrington & Seth Greene | All rights reserved 個人ファイナンス 政治・政府 経済学
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  • Episode 1163: How Concurrent Supports RIAs to Grow and Scale with Nate Lenz
    2025/07/16
    Discover how Concurrent is empowering RIAs with scalable solutions, autonomy, and strategic investments to drive business growth and enhance client service. In this episode of Sharkpreneur, Seth Greene talks with Nate Lenz, co-founder and CEO of Concurrent, a platform created to support independent wealth management firms. Nate explains how Concurrent has evolved from a consulting firm to a leading force in the RIA space, managing over $13 billion in assets. He discusses how Concurrent helps RIAs grow by providing crucial back-office support, technology, and even minority equity investments. If you're an advisor aiming to expand or shift to independence, this episode offers useful insights into how Concurrent's innovative platform can boost your practice. Key Takeaways: → How Concurrent helps independent advisors gain the benefits of scale without sacrificing autonomy. → The role of technology, compliance, and operations in enabling advisors to focus on client relationships. → The strategic investment model and how Concurrent is offering minority equity stakes in affiliated RIAs. → Insights into the cultural shift in the wealth management space, with more firms leaving traditional models for independence. → The challenges and rewards of scaling an RIA platform and attracting top talent in a competitive market. Nate Lenz is the CEO and Co-Founder of Concurrent, a $7 billion OSJ-turned-RIA recognized as an InvestmentNews Best Place to Work in 2023. With over a decade of experience in the financial industry, Nate has built his career around supporting and empowering independent financial advisors to succeed without relying on traditional big-firm backing. Before launching Concurrent, he was Co-Founder and Managing Partner at I&A Consulting, specializing in mergers, acquisitions, and advisor recruiting. Earlier in his career, Nate served as Vice President of Succession Planning & Acquisitions at Raymond James Financial Services, where he led an in-house consulting team supporting more than 4,000 independent advisors. His experiences have fostered a strong commitment to helping advisors grow their businesses and navigate every stage of the entrepreneurial journey. Connect With Nate: Website Instagram Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
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    18 分
  • Episode 1162: Tax Strategies and Legal Advice for Small Business Owners with Mark J. Kohler
    2025/07/14
    Learn how to grow, protect, and exit your business with expert tax and legal advice. In this episode of Sharkpreneur, Seth Greene talks with Mark Kohler, America’s #1 Tax & Legal Expert, who shares his journey in building a successful self-directed IRA business, his Main Street Certified Tax Advisor program, and how entrepreneurs can better handle the complexities of taxes and legal strategies. With over 2 million downloads and extensive experience, Mark discusses valuable insights on growing a business, tax planning, and setting yourself up for success. Key Takeaways: → How it’s important to wait for your business to mature before drawing income. → Why hiring the right people and building a strong team will help you scale your business. → Why business owners and tax professionals need to think outside the box. → How tax and legal strategies are intertwined and why entrepreneurs should not overlook them. → How upcoming changes in legislation might affect small businesses. Mark J. Kohler isn’t just another CPA—he’s a wealth-building, tax-slashing, business-scaling expert who has been helping American entrepreneurs succeed for over 30 years. As Senior Partner at KKOS Lawyers, Co-Founder of Directed IRA (ranked No. 391 on Inc. 5000), a five-time bestselling author, Mark has been a trusted voice for small business owners nationwide. He’s been named Tax Advisor of the Year and has appeared on Fox, Bloomberg, The Wall Street Journal, Yahoo! Finance, NBC, Wharton School of Business, and represented on the global stage at the World Economic Forum in Davos. Mark’s Main Street Business podcast, Tax & Legal 360 events, social media platforms, and Main Street Professional Certification Program help simplify taxes, allowing thousands to keep more money, grow faster, and build lasting wealth. Connect With Mark: Website Instagram TikTok X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 分
  • Episode 1161: Closing the Evolutionary Gap: A Health Revolution with Eric Edmeades
    2025/07/09
    Why are we experiencing more pain and suffering in the best times to ever be alive? In this episode of Sharkpreneur, Kevin Harrington and Seth Greene speak with Eric Edmeades, a renowned health and wellness expert, author, and Founder of WILDFIT, who shares his journey of building WILDFIT —a health program that has transformed the lives of over 100,000 people worldwide. Eric discusses the concept of evolutionary mismatch and how modern lifestyles clash with our ancestral design, leading to health issues like anxiety, addiction, and disease. Key Takeaways: → The concept of evolutionary mismatch and how it’s causing modern health issues. → Why ancestral health wisdom combined with modern solutions can lead to a better lifestyle. → The impact of modern food and lifestyle choices on our health and mental wellbeing. → Insights into how the food industry has led us astray and how we can correct course. → The role of technology in bridging the evolutionary gap for better health. Eric Edmeades, a globally recognized keynote speaker, prolific entrepreneur, and recognized authority in health, practical psychology, and behavioral transformation, has made significant strides in the health and wellness industry. His revolutionary program, WILDFIT®, has positively transformed the lives of over 100,000 individuals across more than 130 countries, underscoring his innovative and impactful approach to health. Connect With Eric: Website Instagram X Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 分

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