Shows / Business Insights
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…
Episodes
Business InsightsBonus: Crafting a Compelling Value Proposition Through Communication
Avoid the Sales & Use Tax Trap: How Multi-State Businesses Can Stay Compliant and Thrive In this episode of Sterling Insights, guest host Charles Trakas sits…
Business InsightsFan Fave: Unveiling Financial Blind Spots: Eric's Insider Secrets Revealed
Unveiling Financial Blind Spots: Eric's Insider Secrets Revealed Welcome to a fan favorite episode of Sterling Insights: Stand Out & Supercharge Your Assets…
Business InsightsFan Fave: Elevating Financial Advisory: Strategic Seminars and Marketing Insights
Elevating Financial Advisory: Strategic Seminars and Marketing Insights Welcome to Episode 016 of Sterling Insights: Sterling Insights: Stand Out & Supercharge…
Business InsightsBonus: The Power of Diverse Expertise in Forensic Accounting
Think forensic accounting is all spreadsheets and tax forms? Think again. Discover how deep analysis, investigative thinking, and real-world problem-solving…
Business InsightsEpisode 35: Centered Leadership in Wealth Management
How do you build a client-first financial firm from the ground up—and keep it human at scale? In this episode of Sterling Insights, Roger sits down with Susie…
Business InsightsEpisode 34: Transforming Human Capital into Financial Capital
🎧 How do self-made millionaires lose it all — and what can they do to keep it? In this episode of Sterling Insights, Roger sits down with Greg Luken, founder…
Business InsightsBonus: Financial Precision and Client Connection
In this episode of Sterling Insights, guest host Charles Trakas sits down with Moshe Pelberg, CPA, a Baltimore-based accountant who’s been serving individuals…
Business InsightsEpisode 33: Intentional Legacy: Aligning Values with Financial Planning
How do your financial decisions today shape the legacy you leave tomorrow? In this episode of Sterling Insights, Roger sits down with Morgan Nichols, CEO of…
Business InsightsFAN FAV: Comprehensive Wealth Building through Asset Diversification
Welcome to episode 001 of the Sterling Insights: Stand Out & Supercharge Your Assets hosted by Roger Silk. In this episode Roger sits down with Michael Martin…
Business InsightsBonus: Mastering the Art of Accounting
💼 Ever wonder what it really takes to manage complex family wealth or keep your business finances aligned across multiple entities? Discover the strategic and…
Business InsightsFAN FAV: Navigating the Bush Family's Political Legacy
Welcome to a Fan Favorite Episode of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger…
Business InsightsEpisode 32: Unveiling Wealth-Building Tax Strategies
💸 What if you could legally eliminate most of your clients’ tax burdens while creating new income streams? This episode dives into the strategies that make it…
Business InsightsBonus: Unlocking Financial Success: Mission-Driven Strategies
What if your financial systems could unlock exponential business growth—and make your company acquisition-ready at the same time? In this episode of Sterling…
Business InsightsEpisode 31: Fostering Community Through Financial Wisdom
How a Values-Based Approach Can Transform Financial Planning In this episode of Sterling Insights, Roger sits down with Jill Carothers, Vice President of…
Business InsightsEpisode 30: Mastering Safe Money Strategies and Retirement Planning
How Safe Money Strategies Can Protect Your Retirement and Legacy In this episode of Sterling Insights, Katherine sits down with Richard Milella, veteran…
Business InsightsBonus: Building Lasting Relationships in Real Estate
What does it truly mean to be a “realtor for life”? In this episode, you'll hear how one real estate professional goes beyond the transaction to build lifelong…
Business InsightsBonus: Integrating Personal and Business Finances for Optimal Outcomes
Welcome to a Fan Favorite episode of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger…
Business InsightsEpisode 29: Navigating Life's Challenges
Discover how one of Wall Street’s top advisors built her success by challenging the status quo—and learn what it takes to thrive in a male-dominated industry…
Business InsightsBonus: Navigating Wills, Trusts, and Estate Planning
Estate planning and probate can seem daunting—especially when family dynamics and complex assets collide. In this episode, we unpack how to plan ahead and keep…
Business InsightsEpisode 28: Revolutionizing Wealth Management
Discover how to reimagine your wealth strategy beyond traditional investment models and unlock the full potential of your financial life in this episode of…
Business InsightsEpisode 27: Navigating Financial Storms
What if your financial advisor truly understood your life—not just your money? In this episode of Sterling Insights, Roger sits down with Melissa Bouchillon…
Business InsightsBonus: Transforming Business Success: Financial Strategies and Operational Efficiency
Ever wonder what it really takes to run a stress-free, fully compliant small business without drowning in paperwork? This episode is your inside look at how to…
Business InsightsEpisode 26: Unlocking Wealth: Strategies for High Net Worth Entrepreneurs
Are your high-net-worth clients truly getting what they need — or are they part of the 60% looking to switch advisors? In this episode of Sterling Insights…
Business InsightsBonus: Navigating the Art of Accounting
What if cleaning up messy finances could feel as satisfying as creating a work of art? Tune in to hear how one expert turns tax chaos into clarity! In this…
Business InsightsEpisode 25: Unveiling the Quantum Leap from Physics to Finance
Can a Bond Help You Transfer Millions Tax-Free? In this episode of Sterling Insights, Roger sits down with Edward Condon, founder of Regatta Advisors and…
Business InsightsEpisode 24: Mastering Creative Real Estate Deals
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…
Business InsightsEpisode 23: Unveiling Amazon FBA Success: From Side Hustles to Serious Money
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…
Business InsightsEpisode 22: The Art of Buying and Selling Businesses: Strategies for Success
The Art of Buying and Selling Businesses: Strategies for Success Welcome to Episode 22 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your…
Business InsightsEpisode 21: Franchise Maven: Unveiling Lucrative Opportunities for Aspiring Entrepreneurs
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…
Business InsightsEpisode 20: Mastering E-commerce Fraud Protection
Mastering E-commerce Fraud Protection Welcome to Episode 020 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger…
Business InsightsEpisode 19: Boosting Conversions: Actionable Marketing Tips from 'Stay Paid'
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…
Business InsightsEpisode 18: Navigating the Shifting Tides of the Stock Market
Navigating the Shifting Tides of the Stock Market Welcome to Episode 018 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted…
Business InsightsEpisode 17: Unlocking the Power of Referrals: Strategies for Financial Advisors
Unlocking the Power of Referrals: Strategies for Financial Advisors Welcome to Episode 017 of Sterling Insights: Sterling Insights: Stand Out & Supercharge…
Business InsightsEpisode 16: Elevating Financial Advisory: Strategic Seminars and Marketing Insights
Elevating Financial Advisory: Strategic Seminars and Marketing Insights Welcome to Episode 016 of Sterling Insights: Sterling Insights: Stand Out & Supercharge…
Business InsightsEpisode 15: Strategic Financial Planning for Pre-Retirees and Retirees
Strategic Financial Planning for Pre-Retirees and Retirees Welcome to Episode 015 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets…
Business InsightsEpisode 14: Maximizing Wealth with Whole Life Insurance
Maximizing Wealth with Whole Life Insurance Welcome to Episode 014 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by…
Business InsightsBonus: Unveiling the Secrets of Gold Mining
Unveiling the Secrets of Gold Mining Welcome to a bonus episode of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger…
Business InsightsEpisode 13: Building Wealth, Finding Happiness: The Thrive Wealth Management Approach
Building Wealth, Finding Happiness: The Thrive Wealth Management Approach Welcome to Episode 013 of Sterling Insights: Sterling Insights: Stand Out &…
Business InsightsEpisode 12: Achieving Business Growth Through Entrepreneurial Operating System
Achieving Business Growth Through Entrepreneurial Operating System Welcome to Episode 012 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your…
Business InsightsBonus: Balancing Passion and Professional Growth in Finance
Balancing Passion and Professional Growth in Finance Welcome to Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode…
Business InsightsEpisode 11: Integrating Personal and Business Finances for Optimal Outcomes
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…
Business InsightsEpisode 10: Professional Practices: Tailored Marketing Solutions for Success
Professional Practices: Tailored Marketing Solutions for Success Welcome to Episode 010 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your…
Business InsightsEpisode 9: Navigating the Bush Family's Political
Navigating the Bush Family's Political Legacy Welcome to Episode 009 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by…
Business InsightsBonus: Getting Ready for the New Year with Roger and Katherine Silk
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 &…
Business InsightsBonus: Getting to Know Roger and Katherine Silk of Sterling Insights
Getting to Know Roger and Katherine Silk of Sterling Insights Welcome to a Bonus Episode of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your…
Business InsightsEpisode 8: Creating a Lasting Impact Through Legacy
Creating a Lasting Impact Through Legacy Welcome to Episode 008 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger…
Business InsightsEpisode 7: Building a Collaborative Client-Centric Financial Planning Firm
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…
Business InsightsEpisode 6: Unveiling Financial Blind Spots: Eric's Insider Secrets Revealed
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…
Business InsightsEpisode 5: Unveiling the Secrets of Gold Mining
Welcome to Episode 005 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down…
Business InsightsEpisode 4: Maximizing Tax Savings Through Strategic Entity Structuring
Welcome to Episode 004 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down…
Business InsightsEpisode 3: Wealth-Building Strategies Beyond Traditional Financial Advice
Welcome to Episode 3 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with…
Business InsightsEpisode 2: Balancing Passion and Professional Growth in Finance
Welcome to Episode 2 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with…
Business InsightsEpisode 1: Comprehensive Wealth Building through Asset Diversification
Welcome to episode 1 of the Sterling Insights: Stand Out & Supercharge Your Assets hosted by Roger Silk. In this episode Roger sits down with Michael Martin…
Business InsightsTrailer: Business Insights: Stand Out & Supercharge Your Assets
Tune into Business Insights: Stand Out & Supercharge Your Assets, the premier podcast for financial advisors in growth mode who serve high net worth clients…