Podcast
Business Insights
Hosted by Seth Greene · EN
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 Insights and empower your advisory practice with the knowledge to succeed.
38episodes
Episodes
Newest firstAll episodes
Bonus: From Pharma to Real Estate: Building Trust and Thriving in Commercial & Residential Markets
Feb 400:18:52Tap to summarizeWhat does it really take to thrive in real estate for nearly three decades—through changing markets, interest rate spikes, and personal reinvention? This episode explores how longevity, trust, and adaptability can create a resilient real estate career. In this episode of Sterling Insights, guest host Tracy McCary sits down with Greg Roberts, a seasoned real estate consultant with expertise in both residential and commercial real estate. Together, they explore how building trust and adapting to market shifts has sustained Greg’s business since the mid-90s, sharing valuable insights and practical tips for listeners. Greg draws from his extensive experience to discuss interest rate fluctuations, client evolution, and the shift from cold calls to warm referrals, offering actionable advice for advisors, realtors, and professionals serving high-net-worth individuals. This episode is a must-listen for real estate professionals, financial advisors, and business owners navigating growth in volatile markets, providing both knowledge and tools to navigate this important subject. Key Takeaways: ● Adaptability is Key: Greg transitioned from pharmaceuticals to real estate and grew with the industry—adapting from entry-level buyers to million-dollar clients. ● Trust Drives Referrals: After decades in the business, most of Greg’s leads now come from word of mouth, not advertising. ● Commercial Real Estate as a Growth Lever: Expanding into commercial deals re-energized his business and client relationships. ● Interest Rates are Psychological as Much as Financial: Greg offers context on how consumers perceive 7% rates vs. the recent anomaly of 2–3%. ● Being a "Truth Teller" Pays Off: Greg’s honest approach—telling clients what they need to hear, not just what they want—has built long-term credibility. Quotes from Greg Roberts: ● "I tell you the truth—even if it costs me the listing." ● "You don't know what you don't know—and that's where a trusted advisor matters." ● "I become family to my clients for 30, 60, 90 days during a deal—and then I may not hear from them for two years." 🔗 Conclusion: Whether you're an advisor, real estate pro, or just curious about sustaining success over the long haul, this episode delivers powerful lessons on trust, client service, and staying relevant in a shifting market. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Bonus: From Pharma to Real Estate: Building Trust and Thriving in Commercial & Residential Markets
Feb 300:18:11Tap to summarizeWhat does it really take to thrive in real estate for nearly three decades—through changing markets, interest rate spikes, and personal reinvention? This episode explores how longevity, trust, and adaptability can create a resilient real estate career. In this episode of Sterling Insights, guest host Tracy McCary sits down with Greg Roberts, a seasoned real estate consultant with expertise in both residential and commercial real estate. Together, they explore how building trust and adapting to market shifts has sustained Greg’s business since the mid-90s, sharing valuable insights and practical tips for listeners. Greg draws from his extensive experience to discuss interest rate fluctuations, client evolution, and the shift from cold calls to warm referrals, offering actionable advice for advisors, realtors, and professionals serving high-net-worth individuals. This episode is a must-listen for real estate professionals, financial advisors, and business owners navigating growth in volatile markets, providing both knowledge and tools to navigate this important subject.Key Takeaways:● Adaptability is Key: Greg transitioned from pharmaceuticals to real estate and grew with the industry—adapting from entry-level buyers to million-dollar clients.● Trust Drives Referrals: After decades in the business, most of Greg’s leads now come from word of mouth, not advertising.● Commercial Real Estate as a Growth Lever: Expanding into commercial deals re-energized his business and client relationships.● Interest Rates are Psychological as Much as Financial: Greg offers context on how consumers perceive 7% rates vs. the recent anomaly of 2–3%.● Being a "Truth Teller" Pays Off: Greg’s honest approach—telling clients what they need to hear, not just what they want—has built long-term credibility.Quotes from Greg Roberts:● "I tell you the truth—even if it costs me the listing."● "You don't know what you don't know—and that's where a trusted advisor matters."● "I become family to my clients for 30, 60, 90 days during a deal—and then I may not hear from them for two years." 🔗 Conclusion:Whether you're an advisor, real estate pro, or just curious about sustaining success over the long haul, this episode delivers powerful lessons on trust, client service, and staying relevant in a shifting market. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Bonus: From Pharma to Real Estate: Building Trust and Thriving in Commercial & Residential Markets
Feb 300:18:52Tap to summarizeWhat does it really take to thrive in real estate for nearly three decades—through changing markets, interest rate spikes, and personal reinvention? This episode explores how longevity, trust, and adaptability can create a resilient real estate career. In this episode of Sterling Insights, guest host Tracy McCary sits down with Greg Roberts, a seasoned real estate consultant with expertise in both residential and commercial real estate. Together, they explore how building trust and adapting to market shifts has sustained Greg’s business since the mid-90s, sharing valuable insights and practical tips for listeners. Greg draws from his extensive experience to discuss interest rate fluctuations, client evolution, and the shift from cold calls to warm referrals, offering actionable advice for advisors, realtors, and professionals serving high-net-worth individuals. This episode is a must-listen for real estate professionals, financial advisors, and business owners navigating growth in volatile markets, providing both knowledge and tools to navigate this important subject.Key Takeaways:● Adaptability is Key: Greg transitioned from pharmaceuticals to real estate and grew with the industry—adapting from entry-level buyers to million-dollar clients.● Trust Drives Referrals: After decades in the business, most of Greg’s leads now come from word of mouth, not advertising.● Commercial Real Estate as a Growth Lever: Expanding into commercial deals re-energized his business and client relationships.● Interest Rates are Psychological as Much as Financial: Greg offers context on how consumers perceive 7% rates vs. the recent anomaly of 2–3%.● Being a "Truth Teller" Pays Off: Greg’s honest approach—telling clients what they need to hear, not just what they want—has built long-term credibility.Quotes from Greg Roberts:● "I tell you the truth—even if it costs me the listing."● "You don't know what you don't know—and that's where a trusted advisor matters."● "I become family to my clients for 30, 60, 90 days during a deal—and then I may not hear from them for two years." 🔗 Conclusion:Whether you're an advisor, real estate pro, or just curious about sustaining success over the long haul, this episode delivers powerful lessons on trust, client service, and staying relevant in a shifting market. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Bonus: Avoiding Business Lawsuits: Expert Tips on Commercial Litigation
Jan 2900:37:09Tap to summarizeMost business owners fear litigation—but what if the real danger lies in the mistakes made long before a lawsuit is ever filed?In this episode of Sterling Insights, Seth Krussman sits down with Josi Kovacs, a seasoned commercial litigator from one of the Pacific Northwest’s top boutique firms. Together, they explore how business owners can navigate and avoid complex litigation, sharing valuable insights and practical tips for listeners. Our guest draws from extensive trial and mediation experience to discuss common legal pitfalls, emotional decision-making, and the true cost of waiting too long to call an attorney, offering actionable advice for entrepreneurs, founders, and leaders of closely held businesses. This episode is a must-listen for anyone leading a growing business, providing both knowledge and tools to navigate legal risk before it escalates.Key Takeaways:● Litigation Is Rarely the End: Most lawsuits aren’t catastrophic, and there are always paths forward—if you know your options.● Write It Down: Business owners often skip documentation to preserve relationships, but this can create costly disputes later.● Call a Lawyer Early: Bringing in litigation counsel before things escalate can help resolve issues before a suit is ever filed.● Know Your Contracts: Many business leaders sign indemnity clauses without understanding them—until it’s too late.● Understand the Emotional Toll: Lawsuits aren’t just financial; they’re emotionally draining. Knowing that can shape better decisions.Quotes from the Josi:● “Litigation is such a stressful experience—even for seasoned businesspeople.”● “Litigation isn’t just expensive—it’s emotionally draining. You could be tied up for years, facing someone you no longer trust.”● “So many problems could be avoided if people just wrote things down. You don’t need legalese—just an email that says, ‘This is what we agreed to.”🔗 Conclusion:Complex litigation isn’t just about courtrooms—it's about strategy, emotion, and preparation. This episode offers a roadmap for business owners to protect themselves long before disputes arise.Connect with Josi:Website: https://www.markowitzherbold.com/Josephine-Josi-Kovacs LinkedIn: https://www.linkedin.com/in/josephine-kovacs/\With Your Guest Host Seth Krussman:Seth Krussman is a seasoned financial advisor and partner at Brayshaw Financial Group, LLC, with over 30 years of experience in entrepreneurship, business development, and wealth management. A Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc., Seth specializes in tax-efficient investment strategies, executive compensation, and succession planning for high-net-worth clients. Based in Hillsboro, Oregon, he is also the nationally recognized co-host of the radio show Money On Tap and an active community leader, husband, and father.Connect with Seth:Website: https://www.brayshawfinancial.com/Podcast: https://www.brayshawfinancial.com/money-on-tapFacebook: https://www.facebook.com/3Dinvesting/X: https://x.com/BFG_LLC/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Bonus: Avoiding Business Lawsuits: Expert Tips on Commercial Litigation
Jan 2900:37:49Tap to summarizeMost business owners fear litigation—but what if the real danger lies in the mistakes made long before a lawsuit is ever filed?In this episode of Sterling Insights, Seth Krussman sits down with Josi Kovacs, a seasoned commercial litigator from one of the Pacific Northwest’s top boutique firms. Together, they explore how business owners can navigate and avoid complex litigation, sharing valuable insights and practical tips for listeners. Our guest draws from extensive trial and mediation experience to discuss common legal pitfalls, emotional decision-making, and the true cost of waiting too long to call an attorney, offering actionable advice for entrepreneurs, founders, and leaders of closely held businesses. This episode is a must-listen for anyone leading a growing business, providing both knowledge and tools to navigate legal risk before it escalates.Key Takeaways:● Litigation Is Rarely the End: Most lawsuits aren’t catastrophic, and there are always paths forward—if you know your options.● Write It Down: Business owners often skip documentation to preserve relationships, but this can create costly disputes later.● Call a Lawyer Early: Bringing in litigation counsel before things escalate can help resolve issues before a suit is ever filed.● Know Your Contracts: Many business leaders sign indemnity clauses without understanding them—until it’s too late.● Understand the Emotional Toll: Lawsuits aren’t just financial; they’re emotionally draining. Knowing that can shape better decisions.Quotes from the Josi:● “Litigation is such a stressful experience—even for seasoned businesspeople.”● “Litigation isn’t just expensive—it’s emotionally draining. You could be tied up for years, facing someone you no longer trust.”● “So many problems could be avoided if people just wrote things down. You don’t need legalese—just an email that says, ‘This is what we agreed to.”🔗 Conclusion:Complex litigation isn’t just about courtrooms—it's about strategy, emotion, and preparation. This episode offers a roadmap for business owners to protect themselves long before disputes arise.Connect with Josi:Website: https://www.markowitzherbold.com/Josephine-Josi-Kovacs LinkedIn: https://www.linkedin.com/in/josephine-kovacs/\With Your Guest Host Seth Krussman:Seth Krussman is a seasoned financial advisor and partner at Brayshaw Financial Group, LLC, with over 30 years of experience in entrepreneurship, business development, and wealth management. A Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc., Seth specializes in tax-efficient investment strategies, executive compensation, and succession planning for high-net-worth clients. Based in Hillsboro, Oregon, he is also the nationally recognized co-host of the radio show Money On Tap and an active community leader, husband, and father.Connect with Seth:Website: https://www.brayshawfinancial.com/Podcast: https://www.brayshawfinancial.com/money-on-tapFacebook: https://www.facebook.com/3Dinvesting/X: https://x.com/BFG_LLC/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Bonus: From Residential Sales to Commercial Real Estate Development
Jan 2700:14:43Tap to summarizeIn this episode of Sterling Insights, guest host Tracy McCary sits down with Taner Neighbors, a commercial real estate broker and third-generation real estate professional. Together, they explore the transition from residential real estate to commercial development, sharing valuable insights and practical tips for listeners navigating this complex industry. Tanner draws from his extensive experience to discuss the challenges of starting during a market crash, the evolving demands of the commercial sector, and how to bring value as a trusted advisor, offering actionable advice for professionals looking to elevate their role in real estate. This episode is a must-listen for advisors, brokers, and anyone eyeing a move into commercial real estate or development, providing both knowledge and tools to navigate this important subject. Key Takeaways: Start Where You Are: Launching a real estate career during the 2008 crash taught Tanner resilience, creativity, and long-term grit. Residential vs. Commercial: Why Tanner moved away from residential sales and how commercial real estate offers deeper value and specialization. The Power of Partnerships: How working with a seasoned developer has opened doors in capital raising and ground-up projects. Market Impact of Interest Rates: Understanding how even small interest rate changes drastically shift commercial property valuations. Become the Trusted Advisor: It’s not about being everywhere—it’s about evolving daily and being the expert people rely on. Quotes from Taner Neighbors: "I don't like selling houses—I enjoy the commercial side of things tremendously." "Interest rates 100,000% drive the commercial real estate market." "A true professional can make your life very easy. Time is something we can never get back." 🔗 Conclusion: This episode highlights what it takes to move beyond transactional real estate into a role of influence, strategy, and long-term impact. Whether you're advising high-net-worth clients or building your own real estate career, Taner’s journey offers both inspiration and a roadmap forward. Connect with Taner: LinkedIn: https://www.linkedin.com/in/neighborssells/ Connect with Tracy: Website: https://tracwealthmanagement.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Bonus: From Residential Sales to Commercial Real Estate Development
Jan 2700:15:23Tap to summarizeIn this episode of Sterling Insights, guest host Tracy McCary sits down with Taner Neighbors, a commercial real estate broker and third-generation real estate professional. Together, they explore the transition from residential real estate to commercial development, sharing valuable insights and practical tips for listeners navigating this complex industry. Tanner draws from his extensive experience to discuss the challenges of starting during a market crash, the evolving demands of the commercial sector, and how to bring value as a trusted advisor, offering actionable advice for professionals looking to elevate their role in real estate. This episode is a must-listen for advisors, brokers, and anyone eyeing a move into commercial real estate or development, providing both knowledge and tools to navigate this important subject. Key Takeaways: Start Where You Are: Launching a real estate career during the 2008 crash taught Tanner resilience, creativity, and long-term grit. Residential vs. Commercial: Why Tanner moved away from residential sales and how commercial real estate offers deeper value and specialization. The Power of Partnerships: How working with a seasoned developer has opened doors in capital raising and ground-up projects. Market Impact of Interest Rates: Understanding how even small interest rate changes drastically shift commercial property valuations. Become the Trusted Advisor: It’s not about being everywhere—it’s about evolving daily and being the expert people rely on. Quotes from Taner Neighbors: "I don't like selling houses—I enjoy the commercial side of things tremendously." "Interest rates 100,000% drive the commercial real estate market." "A true professional can make your life very easy. Time is something we can never get back." 🔗 Conclusion: This episode highlights what it takes to move beyond transactional real estate into a role of influence, strategy, and long-term impact. Whether you're advising high-net-worth clients or building your own real estate career, Taner’s journey offers both inspiration and a roadmap forward. Connect with Taner: LinkedIn: https://www.linkedin.com/in/neighborssells/ Connect with Tracy: Website: https://tracwealthmanagement.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Bonus: Estate Planning for High-Net-Worth Families: Trusts, Taxes & Probate Tips
Jan 2200:20:16Tap to summarizeThink your estate plan is “simple”? Think again. This episode will make you rethink what it really takes to protect your family, your assets, and your legacy.In this episode of Sterling Insights, guest host Peter Florio sits down with attorney and estate planning expert Robin Maynard, partner at Marquesian Mayer. Together, they explore the complexities of estate planning for high-net-worth families, sharing valuable insights and practical tips for listeners. Robin draws from her extensive experience to discuss common pitfalls, tax-saving strategies, and why proper trust planning is essential. This episode is a must-listen for financial advisors, wealth managers, and families with significant assets, providing both knowledge and tools to navigate this important subject.Key Takeaways:● Trusts Simplify—and Speed Up—the Estate Process: Avoid probate delays by ensuring assets are properly titled within a trust.● Tax Law Is a Moving Target: Estate plans must include flexibility to adapt to evolving federal and state tax laws.● Family Dynamics Can Complicate Estates: Proactive planning minimizes family conflict and emotional strain after a death.● Everyone Thinks Their Estate Is “Simple”—Until It Isn’t: Even straightforward estates come with complexities most people overlook.● Collaborating with Financial Advisors Is Critical: Integrated planning between legal and financial professionals leads to better outcomes for clients.Quotes from Robin Maynard:● “Every conversation starts with, ‘This is simple,’ and then it never is.”● “People don’t realize their estate plan fails if their trust is empty.”● “The bureau will take your money for tuition, but won’t give you a refund check without a power of attorney.”🔗 Conclusion:Estate planning isn’t just for the ultra-wealthy or the elderly—it’s for anyone who wants clarity, control, and peace of mind for the future. This episode lays out what smart planning looks like—and why it pays to get it right. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Bonus: Balancing Passion and Professional Growth in Finance
Jan 29, 202500:33:57Tap to summarizeBalancing Passion and Professional Growth in FinanceWelcome 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 families. She also serves on Buckingham's Advisory Council and is a former member of the Investment Policy Committee. After fifteen years working in investing, banking and finance at Fannie Mae, Freddie Mac, Capital One and the Federal Reserve Board, Susan acquired the Certified Financial Planner designation and made a long-planned career change to become a wealth manager. Susan also holds the Certified Private Wealth Advisor designation. She enjoys helping clients understand their entire financial picture and finding creative planning solutions to help them achieve their goals.Here’s what to expect on this week’s show:• Susan transitioned from studying French and Russian literature to a career in finance after realizing the limitations of a liberal arts degree; She pursued an MBA in finance at the University of Texas to realign with her career goals.• Susan acknowledges the breadth of knowledge needed for financial advising and encourages others to pursue additional knowledge beyond formal education to excel in their field.• Susan's financial planning philosophy focuses on providing personalized solutions tailored to individual clients' goals.• Susan encourages other to balance passion, curiosity, and long-term satisfaction when considering career transitions.Connect with Susan:Website: https://www.buckinghamstrategicwealth.com/LinkedIn: https://www.linkedin.com/in/susan-chesson-cfp%C2%AE-cpwa%C2%AE-1483bb1/Connect with Roger:Website: https://www.sterlingfoundations.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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Episode 11: Integrating Personal and Business Finances for Optimal Outcomes
Jan 22, 202500:38:17Tap to summarizeWelcome 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 the team, and the company, are optimized to deliver exemplary client experience and growth. Brian has over two decades of Financial Services experience. Brian is fascinated by the emotional aspects of financial planning and architected RiversEdge’s processes to directly address the role emotions play in financial decisioningHere are some highlights from the episode:• Brian and Roger stress the importance of early strategic tax planning to ensure successful business exits. • Brian explains It is crucial for business owners to detach emotionally and understand the true market value of their business. • RiversEdge Advisors focuses on creating a supportive partnership with clients to navigate financial complexities and achieve optimal outcomes. Connect with Brian:Website: Riversedgeadvisors.comLinked in: https://www.linkedin.com/company/riversedgeadvisorsFacebook: https://www.facebook.com/RiversEdgeAdvisorsLLCInstagram: https://www.instagram.com/riversedgeadvisors_llc/?hl=enConnect with Roger:Website: https://www.sterlingfoundations.comFacebook: https://www.facebook.com/sterlingfoundations/Twitter: https://x.com/SterlingFndMgt?mx=2LinkedIn: https://www.linkedin.com/company/sterling-foundation-management-llc/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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