Seth Greene
Business Insights
Tune into Business Insights: Stand Out & Supercharge Your Assets, the premier podcast for financial advisors in growth mode who serve high net worth clients. If you work with clients who own appreciated capital assets and are looking to sell without incurring capital gains taxes, this show is for you. Each episode features insights and strategies from top financial advisors, experienced lawyers, and knowledgeable CPAs. Learn practical solutions to help your clients maximize their wealth while minimizing taxes, and discover how to grow your assets under management. Join us on Business Insigh...
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Episodes
Episode 24: Mastering Creative Real Estate Deals 07.05.2025 30:57
Imagine buying real estate without using banks, large amounts of cash, or putting your personal credit on the line — that's exactly what Chris Prefontaine teaches, and in this episode, he shares the recession-proof strategies behind it. In this episode of Sterling Insights, Roger sits down with Chris Prefontaine, founder of Smart Real Estate Coachand a veteran real estate investor with over 30 yea...
Episode 23: Unveiling Amazon FBA Success: From Side Hustles to Serious Money 30.04.2025 33:11
What if you could turn a small product idea into a thriving, automated income stream — and eventually sell it for a life-changing exit? This episode unpacks exactly how to do it. In this episode of Sterling Insights, Roger sits down with Neil Twa, CEO of Voltage Holdings and a leading expert in building and exiting Amazon FBA brands. Together, they explore the world of e-commerce entrepreneurship,...
Episode 22: The Art of Buying and Selling Businesses: Strategies for Success 23.04.2025 32:03
The Art of Buying and Selling Businesses: Strategies for Success Welcome to Episode 22 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Richard Parker and discusses Richard’s successful program on buying and selling businesses. Richard Parker has spent over 30 years helping people turn their dream of b...
Episode 21: Franchise Maven: Unveiling Lucrative Opportunities for Aspiring Entrepreneurs 16.04.2025 34:15
Welcome to Episode 21 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Gregory Mohr and discusses opportunities in franchising and the benefits of owning a franchise. Gregory Mohr is a Wall Street Journal Best Selling author, entrepreneur, and founder of Franchise Maven. A former engineer turned franchise...
Episode 20: Mastering E-commerce Fraud Protection 09.04.2025 45:59
Mastering E-commerce Fraud Protection Welcome to Episode 020 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Dylan Gaines and discusses the importance of fraud protection in e-commerce. Dylan Gaines is the President and co-founder of International Payments Solutions (IPS), a boutique firm specializing...
Episode 19: Boosting Conversions: Actionable Marketing Tips from 'Stay Paid' 02.04.2025 33:25
Welcome to Episode 19 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Luke Acree and discusses effective email marketing strategies. Luke Acree is a leadership expert, lead generation specialist, and referral marketing authority who believes strong relationships drive business success. As president of Remin...
Episode 18: Navigating the Shifting Tides of the Stock Market 26.03.2025 31:06
Navigating the Shifting Tides of the Stock Market Welcome to Episode 018 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Nic DeAngelo and discusses the shrinking stock market. Nic DeAngelo, known as the "Fixed Income GOAT" in real estate circles, manages a $206M+ portfolio and brings a unique blend of e...
Episode 17: Unlocking the Power of Referrals: Strategies for Financial Advisors 19.03.2025 29:36
Unlocking the Power of Referrals: Strategies for Financial Advisors Welcome to Episode 017 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Bill Cates and discusses marketing and referrals within the financial services industry. Bill Cates is a leading expert in referral-based marketing and client acqu...
Episode 16: Elevating Financial Advisory: Strategic Seminars and Marketing Insights 12.03.2025 34:25
Elevating Financial Advisory: Strategic Seminars and Marketing Insights Welcome to Episode 016 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Maribeth Kuzmeski and discusses strategic planning and tailored strategies for financial advisors. Dr. Maribeth Kuzmeski is the President of Red Zone Marketing, a...
Episode 15: Strategic Financial Planning for Pre-Retirees and Retirees 05.03.2025 22:28
Strategic Financial Planning for Pre-Retirees and Retirees Welcome to Episode 015 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Will Rodriguez and discusses personalized wealth management strategies for pre-retirees and retirees. Will began his career in the wealth management field in 2012 while working...
Episode 14: Maximizing Wealth with Whole Life Insurance 26.02.2025 35:31
Maximizing Wealth with Whole Life Insurance Welcome to Episode 014 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Tom Wall and discusses the shift from wealth accumulation to strategic asset spending in retirement. Tom Wall has spent 21 years specializing in whole life insurance, starting as an award-...
Bonus: Unveiling the Secrets of Gold Mining 19.02.2025 54:31
Unveiling the Secrets of Gold Mining Welcome to a bonus episode of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with John Doody and discusses gold mining stocks. John Doody stands as the world's foremost independent analyst in the gold mining industry, renowned for his in-depth insights and expertise. With a...
Episode 13: Building Wealth, Finding Happiness: The Thrive Wealth Management Approach 12.02.2025 30:17
Building Wealth, Finding Happiness: The Thrive Wealth Management Approach Welcome to Episode 013 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Steve Erfle and discusses Thrive Wealth Management’s focus on client relationships, tailored strategies for executives, and using wealth for happiness and impact...
Episode 12: Achieving Business Growth Through Entrepreneurial Operating System 05.02.2025 30:18
Achieving Business Growth Through Entrepreneurial Operating System Welcome to Episode 012 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Jamie Cornehlsen and discusses implementing the Entrepreneurial Operating System Jamie’s entrepreneurial spirit sparked early—at 10, he sold coffee and donuts to drivers du...
Bonus: Balancing Passion and Professional Growth in Finance 29.01.2025 34:37
Balancing Passion and Professional Growth in Finance Welcome to Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Susan Chesson and discusses professional growth. Susan is a wealth advisor at Buckingham Strategic Wealth, providing comprehensive investment management and advanced financial planning to high net worth individuals and f...
Episode 11: Integrating Personal and Business Finances for Optimal Outcomes 22.01.2025 38:59
Welcome to Episode 11 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Brian Carney and discusses early strategic tax planning. Brian serves RiversEdge Advisors as Partner and Co-founder. Brian leads the overarching strategy and direction of the organization. He is the definition of a servant leader, ensuring...
Episode 10: Professional Practices: Tailored Marketing Solutions for Success 15.01.2025 20:06
Professional Practices: Tailored Marketing Solutions for Success Welcome to Episode 010 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Seth Greene and discusses marketing strategies. Seth Greene is the nation’s foremost authority on how to grow your business with 50 DREAM affiliates and our founder, growing...
Episode 9: Navigating the Bush Family's Political 08.01.2025 43:37
Navigating the Bush Family's Political Legacy Welcome to Episode 009 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Jamie Bush and discusses how his family's political legacy shaped his aspirations and decisions. Jamie Bush has over 40 years of experience advising clients on complex financial, business, and...
Bonus: Getting Ready for the New Year with Roger and Katherine Silk 01.01.2025 25:04
Getting Ready for the New Year with Roger and Katherine Silk Welcome to a special New Year Episode of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger and Katherine sits down and discusses setting goals for the new year. Here are some highlights from the episode: Katherine and Roger suggest setting quarterly goals for a more fo...
Bonus: Getting to Know Roger and Katherine Silk of Sterling Insights 25.12.2024 29:47
Getting to Know Roger and Katherine Silk of Sterling Insights Welcome to a Bonus Episode of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets. In this episode, the tables are turned as Roger and Katherine are interviewed by chief podcast producer Dawn-Michelle Lewis. Roger D. Silk, Ph. D. , is the CEO of Sterling Foundation Management, LLC and President of Lifetime Perspect...
Episode 8: Creating a Lasting Impact Through Legacy 18.12.2024 38:26
Creating a Lasting Impact Through Legacy Welcome to Episode 008 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Stan Miller and discusses leaving a legacy. Stan Miller is the Managing Partner at Pinnacle Legacy Law—a law firm in Little Rock, Arkansas. Stan is passionate about the power of estate planning, and...
Episode 7: Building a Collaborative Client-Centric Financial Planning Firm 11.12.2024 31:09
Welcome to Episode 7 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Eric D. Brotman and discusses client needs. Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors in Maryland. He started in the financial planning industry in 1994 and launched a start-up in 2003 which has grown to over 20 employees a...
Episode 6: Unveiling Financial Blind Spots: Eric's Insider Secrets Revealed 04.12.2024 24:27
Welcome to Episode 6 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Eric B. Watchorn and discusses financial blind spots. Eric B. Watchorn, the visionary founder of Watchorn Risk & Wealth Management Corp., is renowned for his expertise in achieving absolute returns on the NASDAQ, NYSE, and LSE. He skillfully...
Episode 5: Unveiling the Secrets of Gold Mining 27.11.2024 54:31
Welcome to Episode 005 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with John Doody and discusses gold mining stocks. John Doody stands as the world's foremost independent analyst in the gold mining industry, renowned for his in-depth insights and expertise. With a solid academic foundation in economics from Co...
Episode 4: Maximizing Tax Savings Through Strategic Entity Structuring 20.11.2024 31:16
Welcome to Episode 004 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Gary Heldt and discusses tax savings. Gary D. Heldt, Jr., CPA is the owner of Small Business Advisors in Gambrills, Maryland, serving clients in Maryland, Virginia, and Washington, DC. He has more than 30 years of experience providing...
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