Your business can be busier than ever, bringing in more revenue, yet still leave you wondering where all the cash went. In this episode of Sharkpreneur, Seth Greene interviews Diane Gardner, Profit and Tax Coach, who explains why many owners face a profit problem rather than a revenue problem and how unpriced job costs, rising expenses, and unclear financial reporting can quietly drain cash from a growing business. Diane also shares how profit-first accounting structures, proactive tax planning, and simple dashboards can help owners protect cash, make better decisions, and create more time and freedom. Key Takeaways:→ Generating more sales does not automatically resolve cash-flow problems. → Profit coaching identifies the biggest profit leaks first and focuses on practical fixes that deliver fast, meaningful results. → Allocating each dollar spent can help protect funds for materials, payroll, taxes, overhead, and profit. → Opening separate tax and profit accounts is a realistic step toward building stronger financial assets. → Owner freedom means more time, less stress, and the ability to hire and delegate, not just more money.  Diane Gardner, Your Profit & Tax Coach, is a speaker, best-selling author, Quilly Award recipient, and host of the Profitable Home Services Podcast. She is a Mastery Level Certified Profit First Professional, Certified Fix This Next Fixologist, Certified Tax Strategist, and Enrolled Agent. Diane helps home service business owners maximize profits, stop overpaying taxes, and gain clarity around their numbers through profit planning and tax planning. Using Profit First principles, she helps owners reduce expenses, increase profit margins, uncover missed opportunities, and keep more money in their pockets. Diane is also a strong believer in masterminds and coaching, participating in three mastermind groups while coaching other entrepreneurs. She is the author of several books, including Your Path to Profit$ and 10 Most Expensive Tax Mistakes. Connect With Diane:Website: https://taxcoach4you.com/Facebook: https://www.facebook.com/profitcoach4youhttps://www.facebook.com/dianebgLinkedIn: https://www.linkedin.com/in/dianeberrethgardner/YouTube: https://www.facebook.com/dianebg

Building a successful business takes more than hard work; it takes the right systems, mentors, leadership, and a mission bigger than yourself. In this episode of Sharkpreneur, Seth Greene interviews Digna Deleon-Morris, Co-Founder of Nationwide Financial Firm, who shares her journey from arriving in the United States at 17 and earning $5.25 an hour to leading one of the fastest-growing Hispanic financial firms in the country. A Forbes-featured entrepreneur whose agents have produced more than $30 million in business, she explains how a devastating financial setback became the catalyst for a new mission centered on financial education and entrepreneurship. Digna also discusses the systems, mentorship, marketing, and leadership development that have helped her build a bilingual organization serving families and aspiring business owners nationwide. Key Takeaways:→ Sustainable business growth depends on systems, marketing, culture, and leaders who can replicate the model. → A business becomes more scalable when leaders can teach others to replicate the system successfully.→ Treating people well and helping them succeed are central to building a strong organization. → Bilingual financial education helps Latinos access more opportunities in the United States.→ Success can breed complacency, so leaders must focus on the mission and on helping the next person succeed. Digna Deleon-Morris is a nationally recognized entrepreneur, financial educator, and co-founder of Nationwide Financial Firm, one of the fastest-growing life insurance agencies serving the Hispanic market in the United States. Originally from the Dominican Republic, Digna began her career earning $5.25 an hour and rose to manage an $82 million corporate territory before transitioning to entrepreneurship. After a major financial setback in 2016, she rebuilt her life with a mission to help families protect their income and build generational wealth. Alongside her husband, Willy Morris, Digna built a scalable virtual business model that has empowered hundreds of agents nationwide to start their own agencies and serve clients in both English and Spanish. Today, their organization generates millions in annual premium and continues to expand, driven by a commitment to leadership, faith, and legacy. Digna is passionate about helping Hispanic families reclaim their identity, build wealth with purpose, and create a future that extends beyond a single generation. Connect With Digna:Website: https://www.joinnationwidefinancialfirm.com/Instagram: https://www.instagram.com/dignadeleonmorris/

An accident can disrupt far more than a vehicle, and the decisions made in the first days can shape medical care, financial recovery, and a family’s future. In this episode of Sharkpreneur, Seth Greene interviews Brent Couture, an attorney at Couture Law P.A., who explains why listening is central to effective representation, the mistakes people make when managing a claim on their own, and the questions attorneys must ask to assess liability, causation, and damages. Brent also discusses why underinsured motorist coverage matters in Florida, what clients should expect from their attorney-client relationship, and how recent tort reform has shortened the time available to pursue certain claims. Key Takeaways:→ Even a seemingly minor crash can create a ripple effect across medical care, work, family responsibilities, and finances. → Every personal injury case requires careful scrutiny of liability, causation, and damages.→ Clients should be open about symptoms and prior medical conditions so that an attorney can understand the full impact of the collision. → The term “full-coverage” can be misleading because state-minimum insurance limits may not adequately protect someone following a serious crash. → Effective representation requires understanding how an injury affects a client’s routines, caregiving responsibilities, work, travel, and quality of life.  Brent A. Couture earned his B.S. in Economics from the University of California, San Diego, where he also lettered for the intercollegiate volleyball team. He began his legal education at the University of West Los Angeles School of Law, then transferred to Barry University School of Law in Orlando, where he graduated. He limits his practice to plaintiff’s personal injury, wrongful death, and medical malpractice cases. Connect With Brent:Website: https://couturelawoffices.com/X: https://x.com/couturelawpaLinkedIn: https://www.linkedin.com/in/brent-couture-26ba221b3/https://www.linkedin.com/company/couture-law-pa/

The right executive hire can accelerate everything, while the wrong one can cost a company far more than a bad résumé suggests. In this episode of Sharkpreneur, Seth Greene interviews David Ulrich, Founder and Principal at David Ulrich Associates, who shares how business owners can distinguish polished candidates from leaders truly equipped to perform, why entrepreneurial capacity matters, and where companies often go wrong when hiring senior executives. He also explains the evolving role of LinkedIn and AI in executive search, the importance of maintaining a strong professional network, and why great recruiters have a fiduciary-level responsibility to both candidates and clients. Key Takeaways:→ Strong leadership skills can transfer across industries when candidates understand people, operations, and accountability. → Great executive hiring begins with asking the right questions about the business’s real needs. → Professionals should build relationships with trusted recruiters before they need to find a new role.→ A strong LinkedIn profile should clearly convey experience, values, and capabilities. → Ethical recruiters prioritize long-term fit and the well-being of candidates and clients alike. David Ulrich is a seasoned Executive Search and Human Capital Strategist with more than 15 years of experience across the restaurant, hospitality, franchising, and real estate industries. He has a proven record of recruiting, developing, and retaining top talent for organizations at all levels. David is known for his client-focused approach and for providing honest, timely feedback to build long-term relationships. His extensive industry network includes major private equity firms and global restaurant and hotel companies, giving him unparalleled access to top talent and opportunities. David holds a Bachelor of Arts in Economics from the University of Massachusetts Amherst. Connect With David:Website: https://www.davidulrichassociates.com/ LinkedIn: https://www.linkedin.com/company/david-ulrich-associates-executive-search

After an accident, the first call from an insurance adjuster may seem helpful, but it can shape the outcome of a claim before an injured person understands their options. In this episode of Sharkpreneur, Seth Greene interviews Kevin Kaufman, Founding Partner and Attorney at Kaufman & McPherson Personal Injury Lawyers, who discusses how his transition from corporate law to a client-centered personal injury practice shaped his approach to advocacy, communication, and client reassurance. Kevin also explains how early legal guidance, trial preparation, and realistic expectations can affect the value and resolution of an injury claim. Key Takeaways:→ Injured people should be cautious about early insurance offers. → Insurance companies seek to resolve claims at the lowest possible cost.→ Trial preparation can strengthen settlement leverage. → Clients need clear explanations free of legal jargon.→ Community understanding can strengthen client advocacy.  Kevin S. Kaufman graduated from Bridgeport High School in 1977, where he received a National Merit Scholarship, a full scholarship from Consolidated Natural Gas Company, and a West Virginia Achievement Scholarship. Mr. Kaufman completed his education at West Virginia University, where he earned a Bachelor of Science in Business Administration, an MBA, and a law degree. Upon graduating from law school, Mr. Kaufman accepted a position with Columbia Gas Transmission Corporation. Shortly thereafter, he was selected to work in the law department of the newly formed production branch, Columbia Natural Resources. In 1987, Mr. Kaufman left the Columbia system to form the Charleston law firm Pierson & Kaufman. He remained a partner in that firm and in its successor, Pierson, Kaufman & Stowers, until 1992. In 1992, Mr. Kaufman returned home to North Central West Virginia and established The Law Offices of Kevin S. Kaufman, which ultimately became Kaufman & McPherson, PLLC. Connect With Kevin:Website: https://wvattorneys.com/X: https://x.com/KaufmanMcPhers1Facebook: https://www.facebook.com/KaufmanMcPhersonPLLCLinkedIn: https://www.linkedin.com/company/kaufman-mcpherson-pllc/YouTube: https://www.youtube.com/@kaufmanmcphersonpllc

Your packaging may be costing you sales, attention, and margin before a customer even tries your product. In this episode of Sharkpreneur, Seth Greene interviews Jason Wong, Founder and CEO of Paking Duck, who discusses his transition from selling products to manufacturing custom packaging for consumer brands. He explains how factory-direct production, e-commerce experience, and attention to design details can help brands improve packaging quality while reducing costs. Jason also shares how packaging can support social media marketing, strengthen the customer experience, and help growing brands prepare for retail scale. Key Takeaways:→ Packaging can influence marketing performance. → Better packaging can enhance product presentation.→ Packaging should enhance the unboxing experience.→ Strong design details can increase perceived value. → Factory-direct sourcing can reduce packaging costs.  Jason Wong is an operator with a background spanning growth marketing, operations, and manufacturing. He is the CEO and founder of Pughaus, a holding company for a portfolio of consumer brands and supply chain service providers. Under the Pughaus umbrella, Jason launched Saucy, a full-service sourcing and logistics firm that helps brands identify the right supply-chain partners and drive cost efficiencies. In 2023, he introduced Paking Duck, Saucy’s packaging manufacturing arm, delivering factory-direct pricing and production solutions tailored to emerging brands. Jason’s CPG investments focus on backing category challengers led by AAPI founders. Notable investments include Doe Lashes, Fly by Jing, Nectar Hard Seltzer, Kaja Beauty, and Awkward Essentials. He has also invested in e-commerce martech companies, including Triple Whale, Postscript, Skio, Icon, Octane AI, Siena CX, Social Snowball (acquired), and Lyvecom (acquired). Connect With Jason:Website: https://www.pug.haus/Instagram: https://www.instagram.com/pugTikTok: https://www.tiktok.com/@pugX: https://x.com/eggroli 

What if a single real estate deal could generate upfront cash, monthly income, and long-term wealth without relying on traditional bank financing? In this episode of Sharkpreneur, Seth Greene interviews Chris Prefontaine, Chairman and Founder of Smart Real Estate Coach®, who shares how he rebuilt after the 2008 real estate crash and developed a creative-financing approach to investing. He explains his Three Paydays system, designed to generate upfront income, monthly cash flow, and long-term wealth from a single property transaction. Chris also discusses owner financing, lease-purchase agreements, subject-to-existing-financing deals, and how business owners can use real estate to build an additional income stream. Key Takeaways:→ One property can generate multiple income streams. → Owner financing can replace traditional lending. → Existing low-rate mortgages can create deal opportunities. → Tight lending drives demand for creative financing. → A few deals can have a meaningful financial impact.  Chris Prefontaine is the Chairman and Founder of Smart Real Estate Coach®, a 4x best-selling author, a former Forbes Business Council Member, and a 3-time Inc. 5000 Honoree for Fastest Growing Company. The Smart Real Estate Coach® community operates across North America and has successfully completed hundreds of transactions, helping students do the same. Chris also hosts the Smart Real Estate Coach Podcast, which ranks in the top 0.5% globally. Having navigated major challenges, including the crash of 2008, 9/11, his son’s near-death experience, and the impact of COVID, Chris reengineered his entire business to thrive in all economic cycles. Through that experience, he helps students navigate the constantly changing real estate market. Chris, his family, and his team are focused on empowering individuals and families to create the life of their dreams. Chris and his wife, Kim, have been married for more than 39 years and now focus on creating amazing experiences with their family and community members. Connect With Chris:Website: https://smartrealestatecoach.com/Instagram: https://www.instagram.com/chrisprefontaine_/Facebook: https://www.facebook.com/ChrisPrefontaineSmartRealEstateCoach/LinkedIn: https://www.linkedin.com/in/chrisprefontaine/

Most companies are not failing at marketing because they chose the wrong platform; they are failing because the strategy, message, and target audience are misaligned. In this episode of Sharkpreneur, Seth Greene interviews Sheila Kloefkorn, CEO & President of KEO Marketing Inc., who shares how B2B companies can move beyond scattered marketing and build strategies that connect with the right audience, answer real buyer questions, and support long-term growth. She also discusses the impact of AI on search, SEO, paid ads, reputation management, and YouTube, and explains why educational content is becoming essential to the modern buyer journey. Key Takeaways:→ Marketing works best when strategy precedes tactics.→ Mid-market companies often lack senior marketing leadership.→ A fractional CMO can help bridge the gap between strategy and execution.→ The right message starts with understanding the customer’s needs and pain points.→ SEO must account for AI chat results and for frequently asked questions. Sheila Kloefkorn is a marketing expert with more than 25 years of experience helping organizations increase revenue through strategic, results-driven marketing. She is the founder and CEO of KEO Marketing, a Phoenix-based B2B marketing agency specializing in marketing strategy, messaging, digital infrastructure, campaign execution, and analytics.Since founding KEO Marketing in 2000, Sheila and her team have developed award-winning campaigns for Fortune 1000 companies and mid-sized businesses across the United States and in more than 100 countries. Her work has helped clients achieve hundreds of millions of dollars in revenue growth.Sheila has received numerous industry honors, including recognition from the Phoenix Business Journal, the Stevie American Business Awards, and MarSum. A certified business coach and frequent speaker, she is also active in the marketing community, serving in leadership roles with the Business Marketing Association, the American Marketing Association, and SEMPO AZ.Connect With Sheila:Website: https://keomarketing.com/LinkedIn: https://www.linkedin.com/in/sheilakloefkorn/

What if successful trading is less about staring at screens all day and more about building a proven plan that gives you the freedom to walk away? In this episode of Sharkpreneur, Seth Greene interviews Troy Noonan, The Backpack Trader, who shares how an early British pound trade helped launch his lifelong connection between trading and freedom and shaped his philosophy of trading with structure, discipline, controlled risk, and a lifestyle-first mindset. He also explains why traders need more than a strategy, how to build a proven trade plan, and what it means to shift from trying to trade to being the CEO of a trading business. Key Takeaways:→ A proven trading plan helps remove emotion from each trade. → Learning a strategy is only one part of achieving success.→ Risk management matters more than chasing individual wins. → Losses are part of the random distribution of trading results. → Beginners should test a trading plan before risking real money. Troy Noonan, also known as “The Backpack Trader,” has been helping people trade smarter since 1995. With nearly 30 years of market experience, he has built his career around one core belief: successful trading should create freedom, not require someone to sit in front of a screen all day. Troy is the bestselling author of Day Trading QuickStart Guide and has mentored more than 5,000 students across 100+ countries. Through his proven strategies, automated systems, and global trading community, he teaches traders to approach the markets as a real business rather than a gamble. His mission is to help people become the CEOs of their own trading businesses, trade consistently, and reclaim their time while building a smarter path to financial independence.Connect With Troy:Website: https://www.backpacktrader.com/Instagram: https://www.instagram.com/backpacktrader/X: https://x.com/TroyNoonan4Facebook: https://www.facebook.com/TheBackpackTrader/LinkedIn: https://www.linkedin.com/in/netpickstradingcoach/YouTube: https://www.youtube.com/c/BackpackTrader

What if the real reason your business cannot scale is not your people, your market, or your effort, but that everything still depends on you? In this episode of Sharkpreneur, Seth Greene interviews Hector Alvarado, Co-Founder of Optimize Business Systems, who explains how small and mid-sized businesses can reduce founder bottlenecks by building stronger systems, clarifying roles, improving leadership, and ensuring consistent execution. He also explains why business owners must shift from day-to-day firefighting to strategic leadership if they want to build companies that can grow without being in constant emergency mode. Key Takeaways:→ Owner-dependent businesses struggle to scale because too many decisions flow back to the founder. → A business is harder to sell when its value depends entirely on the owner’s day-to-day involvement.→ Second-line leaders are essential to building a scalable company. → Business owners need regular time away from the weeds to see the bigger strategic picture. → Strong systems are more than SOPs; they encompass leadership, execution, accountability, and clarity.  Hector Alvarado is an entrepreneur, operations executive, and business consultant with 27+ years of experience transforming companies across the logistics, transportation, construction, and home-service industries. His expertise isn’t theoretical—it’s built on decades of diagnosing operational chaos, fixing broken systems, and leading organizations through high-stakes growth. One of Hector’s most notable accomplishments was the complete turnaround of Willy’s Trucking. As VP of Operations, he led the company from a $1.3M annual loss in 2018 to a profitable sale exceeding $25M in 2021—a feat that earned him industry-wide respect. Today, he serves as VP of Operations for the largest NGL and Butane hauler in Western Canada, overseeing large fleets, operational excellence, and strategic expansion. Hector is also a Lean Black Belt, Continuous Improvement Master Trainer, and EOS implementor, bringing a rare blend of tactical expertise and strategic leadership. Beyond his corporate roles, he runs three successful businesses under Family Legacy Industries and manages a growing real estate investment portfolio, providing firsthand insight into entrepreneurship and wealth-building. Connect With Hector:Website: https://optimizebusinesssystems.com/Instagram: https://www.instagram.com/optimize_business_systems/Facebook: https://www.facebook.com/people/Optimize-Business-Systems/61574764979478/LinkedIn: https://www.linkedin.com/company/optimize-business-systems/