Test. Optimize. Scale.
Listen as industry leaders and pioneers share their insights and experiences of growing their businesses to scale using marketing. Find out what to test, what to optimize, and when to scale as they speak with Jason Fishman, SVP Digital Strategy, DNA - Digital Niche Agency.
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EP #233- James Wolff: What you need to know about the dramatic shifts in capital raising
03/27/2026
EP #233- James Wolff: What you need to know about the dramatic shifts in capital raising
Most founders raise capital the wrong way. This episode explains why — and what to do instead. James A. Wolff is a partner at Greenspoon Marder LLP, a NASA and NIAC award recipient, and one of the sharper minds working at the intersection of securities law and emerging technology. He spent years on the founder side before becoming an attorney, and that experience shapes everything about how he approaches deals. In this episode, James breaks down what goes wrong when founders raise capital without the right legal infrastructure in place — from unfiled Form Ds to missing AML/KYC checks to IP assignment gaps that kill future due diligence. He explains why downloading templates from the internet creates liability founders never see coming, why AI tools can't replace experienced legal counsel when the stakes are this high, and how "legal debt" compounds just like technical debt if you ignore it early. We also get into the future of capital formation, the shift away from traditional VC structures toward family offices and private market indexes, and what a cohesive capital strategy actually looks like for companies building in AI, robotics, Web3, and frontier technology. What we cover: - Why safe agreements without attorney support create serious downstream risk - The "governance trifecta" every early-stage founder needs - How to think about Reg CF, Reg D 506(c), and Reg A+ as tools — not just checkboxes - What tokenized offerings and Web3 raises require beyond standard compliance - How marketing and legal need to work together on solicitation exemptions - Where the VC landscape is heading and what it means for founders raising now Check out the full episode! Social and Website: LinkedIn: https://www.linkedin.com/in/jamesanthonywolff/ Website: http://www.gmlaw.com
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EP #232- Gene Eidelman: We have an opportunity to take on a social issue and say, we have a solution
03/13/2026
EP #232- Gene Eidelman: We have an opportunity to take on a social issue and say, we have a solution
In this episode of Test. Optimize. Scale, Jason Fishman sits down with Gene Eidelman, co-founder and CEO of Azure Printed Homes, to discuss how 3D printed housing could reshape the future of construction. Gene shares his journey from real estate developer to startup founder and explains how his company is building homes faster, more efficiently, and with less waste using factory-based 3D printing. The conversation explores the housing crisis, rebuilding after disasters, solving homelessness, and how new construction technology could dramatically lower the cost of building homes. They also dive into lessons from launching and scaling a startup, raising capital through crowdfunding, and what founders should know about building products that truly resonate with customers and investors. If you are interested in housing innovation, startups, crowdfunding, or the future of construction, this episode is packed with insights. Key topics - The origin story of Azure Printed Homes - Why traditional construction is slow, expensive, and inefficient - How factory-based 3D printing changes the economics of housing - Using modular construction to build homes faster and reduce waste - Rebuilding communities after fires and disasters - Addressing homelessness with scalable housing solutions - The role of design and aesthetics in affordable housing - Lessons from raising millions through investment crowdfunding - How founders can identify the right customer and investor personas - What it really takes to scale a startup in a traditional industry Takeaways - Housing construction has changed very little in decades, creating opportunity for innovation - Factory-built homes can reduce costs, timelines, and construction waste - Solving social challenges like housing shortages requires both technology and execution - Crowdfunding can create a powerful network of investors, customers, and supporters - Strong founding teams with complementary skill sets improve startup success - Scaling a company requires the same persistence and effort as starting one - Understanding your audience is essential for both fundraising and product growth - Real innovation in construction must still navigate permits, financing, and regulations Social and Website: LinkedIn: https://www.linkedin.com/in/geneeidelman/ Website: https://azureprintedhomes.com/ Reg CF: https://wefunder.com/azure
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EP #231- Sharif Bennett: Filmmakers need to be more business savvy
03/06/2026
EP #231- Sharif Bennett: Filmmakers need to be more business savvy
In this episode, Sharif Bennett, co-founder of CineBlock, shares insights on how regulated investment crowdfunding is transforming entertainment financing. Discover how fans and investors can directly support and profit from film projects, revolutionizing traditional Hollywood funding models. Key topics - The origin story of CineBlock and its founders - Problems with traditional film financing and how crowdfunding addresses them - The role of blockchain in ensuring transparency and security - Building communities of investors and fans around films - The impact of industry consolidation and the need for alternative funding - Strategies for filmmakers to leverage social media and fan engagement - The future of theaters and how fan investment can revive cinema - The importance of understanding community pain points and marketing - Scaling and optimizing crowdfunding campaigns for success - The cultural shift towards creator and fan empowerment Takeaways - Crowdfunding can democratize film financing, allowing fans to invest directly. - Blockchain technology provides transparency and security for investors. - Building a community around a project increases engagement and funding success. - Fan investment can help revive traditional theaters and boost box office sales. - Understanding your community's pain points is crucial for effective marketing. - Scaling should prioritize improving user experience and customer satisfaction. - Data-driven decisions are essential for optimizing campaigns. - The future of entertainment lies in creator-fan collaboration and empowerment. - Industry consolidation makes alternative funding methods more vital. - Early community engagement and marketing are key to successful launches. Chapters: 00:00 Introduction to Titl and Real Estate Innovation 06:45 Addressing Industry Inefficiencies 13:30 The Role of Blockchain and AI 20:15 Strategic Partnerships and Market Acceptance 27:50 Automating Title Searches 34:05 Building a Digital Land Registry 40:20 Rebranding and Market Perception 46:55 Future of Real Estate Technology Social and Website: https://www.linkedin.com/in/sharif-bennett-99b1a449/ https://www.linkedin.com/company/cineblock/ https://www.cineblockfilms.com/
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EP #230- Ori Ohayon & Tory Ricalis: Streamlining Real Estate Transactions Using Blockchain Technology
02/24/2026
EP #230- Ori Ohayon & Tory Ricalis: Streamlining Real Estate Transactions Using Blockchain Technology
In this episode, Jason Fishman hosts Ori Ohayon and Tory Ricalis, co-founders of Titl, to discuss how blockchain and AI are transforming real estate transactions. They share insights into their journey from identifying inefficiencies in traditional property dealings to developing a platform that streamlines title searches and reduces settlement times. The conversation covers the challenges of integrating new technology in a legacy industry, the importance of strategic partnerships, and the mindset shifts required for innovation. Ori and Tory also delve into the role of AI in automating processes, the impact of rebranding on market acceptance, and the future of real estate technology. Takeaways: Blockchain and AI can significantly reduce real estate transaction times. Strategic partnerships are crucial for gaining industry acceptance. Rebranding can enhance market perception and adoption. Automating title searches with AI improves accuracy and efficiency. Building a unified digital land registry offers a single source of truth. Flexibility and customization are key to meeting client needs. Long-term planning and resilience are essential for success. Chapters: 00:00 Introduction to Titl and Real Estate Innovation 06:45 Addressing Industry Inefficiencies 13:30 The Role of Blockchain and AI 20:15 Strategic Partnerships and Market Acceptance 27:50 Automating Title Searches 34:05 Building a Digital Land Registry 40:20 Rebranding and Market Perception 46:55 Future of Real Estate Technology Social and Website: https://www.linkedin.com/in/tory-ricalis-548818118/ https://www.linkedin.com/in/oriohayon/ https://titl.co/
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Ep. 229- George Rivera: The New Way of Delegation is Transferring Ownership
02/24/2026
Ep. 229- George Rivera: The New Way of Delegation is Transferring Ownership
In this episode, Jason Fishman interviews George Rivera, an entrepreneur and author, discussing the transformative power of the "buy back time" framework. George shares his journey from burnout to building a $50 million company while working just 30 hours a week, emphasizing the importance of strategic delegation and systemization. They explore the challenges of balancing business growth with personal life, the significance of letting go of control, and the mindset shifts necessary for sustainable success. The conversation also delves into optimizing business operations, the role of effective team management, and the impact of personal development on professional growth. Takeaways: - Strategic delegation is key to freeing up time and reducing burnout. - Conducting a time audit helps identify low-value tasks to delegate. - Hiring the right team and firing fast can accelerate business growth. - Optimizing copywriting and advertising is crucial for scaling. - Mindset shifts are necessary to build a business that supports personal goals. - Systemization and process improvement lead to sustainable success. -Balancing work and family life enhances overall well-being. -Personal development is integral to professional growth. - Embracing change and letting go of control fosters business expansion. - Building a business engineered for freedom and impact is achievable. Chapters: 00:00 Introduction to the Buy Back Time Framework 06:45 Overcoming Burnout and Achieving Balance 13:30 The Power of Strategic Delegation 20:15 Conducting a Time Audit for Efficiency 27:50 Building and Managing an Effective Team 34:05 Optimizing Business Operations 40:20 Mindset Shifts for Sustainable Success 46:55 Balancing Work and Family Life Social and Website: LinkedIn: https://www.linkedin.com/in/george-rivera-53b3296/ Website: https://buybacktimeformula.com/branding
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Ep. 228- Bob Cohen: Overnight Marketing Success is a Myth
02/06/2026
Ep. 228- Bob Cohen: Overnight Marketing Success is a Myth
In this episode, Jason Fishman interviews Bob Cohen, a business advisor at Braintree, discussing the intricacies of entrepreneurship, crowdfunding, and capital formation. Bob shares his journey into the world of investment crowdfunding, the importance of capital in entrepreneurship, and the role of incubators in supporting startups. They explore the challenges entrepreneurs face in raising capital, the significance of building relationships with investors, and the necessity of testing business ideas before scaling. The conversation also touches on the evolving landscape of FinTech and cryptocurrency, emphasizing the need for coachability and strategic planning in the entrepreneurial journey. Takeaways - Entrepreneurship consists of three parts: idea, management, and capital. - Many entrepreneurs struggle with capital raising due to lack of knowledge and networks. - Crowdfunding has evolved to become more accessible for typical entrepreneurs. - Building relationships with investors is crucial for success. - Coachability is a key trait for entrepreneurs seeking support. - Testing business ideas through minimal viable products is essential. - Scaling requires hiring the right people and building a strong team. - Networking and establishing credibility can lead to investment opportunities. - The lean startup model encourages testing before full-scale development. - Maintaining a day job can provide stability while pursuing entrepreneurial ventures. Chapters 00:00 Introduction to Entrepreneurship and Crowdfunding 07:33 The Importance of Capital in Entrepreneurship 12:23 Navigating the Crowdfunding Landscape 19:02 Exploring FinTech and Cryptocurrency 24:11 Building Relationships with Investors 29:17 Key Factors for Incubator Success 33:07 Testing and Validating Business Ideas 39:55 Scaling Your Business Effectively Social and Website: LinkedIn: https://www.linkedin.com/in/bobcohenbt/ Website: http://www.braintreepartners.org
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Ep. 227- Dr. Jacques Jospitre: Telehealth and the Future of Psychiatry
01/23/2026
Ep. 227- Dr. Jacques Jospitre: Telehealth and the Future of Psychiatry
In this episode, Dr. Jacques Jospitre takes us on a journey through the innovative landscape of mental health care, focusing on the integration of technology at SohoMD. Explore how functional medicine and telehealth are breaking barriers in psychiatry, and learn about the crucial roles of nutrition and endocrinology in mental well-being. Dr. Jospitre emphasizes a holistic approach, merging traditional practices with modern technology to enhance mental health outcomes. Chapters: 00:00:00 Introduction to Dr. Jospitre and Soho MD 00:03:00 The Role of Telehealth in Psychiatry 00:09:00 Integrating Functional Medicine 00:15:00 The Impact of Nutrition and Endocrinology 00:21:00 Talk Therapy and the Power of Belief 00:27:00 Social Media's Influence on Mental Health 00:33:00 Scaling Healthcare with Quality Control 00:39:00 The Future of Holistic Mental Health Care Top Insights: Telehealth removes barriers to accessing mental health care. Functional medicine offers a holistic approach to psychiatry. Nutrition and endocrinology are crucial for mental health. Talk therapy is powerful in shaping beliefs and experiences. The placebo effect highlights the power of belief in treatment. Social media impacts mental health, especially in youth. Quality control is vital when scaling healthcare services. Wearable technology provides valuable data for patient care. Holistic mental health care includes relationships and activity levels. Optimizing mental health requires a comprehensive care team. Join us for this insightful discussion and discover how these advancements are shaping the future of mental health care! Connect with Dr. Jacques Jospitre Wefunder: https://wefunder.com/sohomd LinkedIn: https://www.linkedin.com/in/jospitre/ Website: https://www.sohomd.com/
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Ep. 226- Dr. Jeremy Weisz: How Podcasting Drives Partnerships, Referrals, and Real ROI
01/16/2026
Ep. 226- Dr. Jeremy Weisz: How Podcasting Drives Partnerships, Referrals, and Real ROI
Podcasting doesn’t fail because of audio quality, gear, or branding. It fails when there’s no clear return on the time invested. In Episode 226 of Test.Optimize.Scale, Jason Fishman sits down with Dr. Jeremy Weisz to break down how podcasting can become a predictable engine for partnerships, referrals, and long-term business growth. Jeremy shares how his background as a chiropractor led him into podcasting, why he never obsessed over downloads, and how focusing on giving first helped him build Rise25 into a scalable business. The conversation covers common mistakes founders make when launching podcasts, how to define ROI beyond vanity metrics, and why quality relationships consistently outperform large audiences in B2B. They also dig into practical systems for follow-up, referral pipelines, social proof, and staying top of mind without constant selling. If you’re thinking about launching a podcast or using content to deepen strategic relationships, this episode lays out a clear, grounded framework. Guest Dr. Jeremy Weisz is the cofounder of Rise25, where he helps professional service entrepreneurs build authority, partnerships, and scalable revenue through podcasting. He is also the host of Inspired Insider and has been featured in Forbes for building multiple businesses. Connect with Jeremy LinkedIn: https://www.linkedin.com/in/drweisz/ Website: https://rise25.com/
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Ep. 225- Matt Venturi & Kayle Watson: How IPO Shares Are Allocated and Who Actually Gets Access
01/09/2026
Ep. 225- Matt Venturi & Kayle Watson: How IPO Shares Are Allocated and Who Actually Gets Access
Most people assume IPO shares are allocated based on demand and fairness. In reality, access to IPOs is tightly controlled, with most shares going to a small group of large institutions while retail investors, employees, and customers are left out. In this episode of Test Optimize and Scale, we sit down with Matt Venturi and Kayle Watson of ClearingBid to break down how IPO allocation actually works today. They explain why the process has barely changed in decades, how conflicts of interest shape pricing and allocations, and why only a small percentage of investors ever receive shares at the IPO price. Matt and Kayle also walk through ClearingBid’s auction-based approach to IPOs, which plugs into existing broker infrastructure, shows real demand in real time, and aims to create a more transparent and balanced allocation process. The conversation also covers how this model fits into the broader capital markets ecosystem, including the path from crowdfunding and private raises to public listings. Guests Matt Venturi is the Founder and CEO of ClearingBid. After a long Wall Street career spanning Merrill Lynch, Salomon Smith Barney, and Houlihan Lokey, he left investment banking to address long-standing inefficiencies and access issues in the IPO market. Kayle N. Watson III is Head of Business Development at ClearingBid. A former Navy SEAL, he spent years in institutional equity sales at Bear Stearns and Guggenheim before leading ETF sales and distribution at BlackRock. He joined ClearingBid to help modernize how companies access public markets. Social and Website ClearingBid website: https://www.clearingbid.com/ Matt Venturi on LinkedIn: https://www.linkedin.com/in/matt-venturi-63b29913/ Kayle Watson on LinkedIn: https://www.linkedin.com/in/kayle-watson-28043716/
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Ep. 224- Stewart Beal: The Real Reason Cheap Real Estate Becomes Expensive
12/30/2025
Ep. 224- Stewart Beal: The Real Reason Cheap Real Estate Becomes Expensive
Cheap real estate appears to be an easy win. Lower prices, lower risk, faster cash flow. That assumption gets a lot of investors into trouble. In this episode of Test. Optimize. Scale, Stewart Beal breaks down why low-priced properties often create the biggest headaches and how early mistakes with tenants, credit quality, and location can quietly destroy returns. Stewart shares the real story behind his first five unit property, the lesson a single tenant taught him about risk, and how that experience reshaped the way he evaluates deals today. We also dive into how Stewart scaled from a teenage entrepreneur to managing thousands of residential and commercial units across Michigan, what he looks for in value add opportunities, and why who manages the property matters more than the purchase price. If you are thinking about investing in real estate, partnering with operators, or scaling a portfolio, this conversation will challenge some popular assumptions. About the guest: Stewart Beal has been active in real estate and construction for over 15 years. He founded Beal Properties in 2001 after purchasing his first five-unit apartment building at age 19. Today, he manages more than 3,100 apartments, single-family homes, and office spaces across 27 cities. He holds a degree in Business Management from Eastern Michigan University and was recognized by Crain’s Detroit Business in their 20 in Their 20s feature. Topics covered: - Real estate investing mistakes beginners make - Why cheap properties often cost more long-term - Tenant quality and credit score realities - Value-add investing and forced appreciation - Scaling property management and teams - Hands-on versus hands-off investing Website and Social: https://www.linkedin.com/in/stewartbeal/ http://beal-capital.com
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Ep. 223 - -Jack Krevitt: Waiting For Perfect Timing Kills Momentum
12/24/2025
Ep. 223 - -Jack Krevitt: Waiting For Perfect Timing Kills Momentum
In this episode of Test. Optimize. Scale, we sit down with Jack Krevitt, co-founder of Zen Rock and principal at 50T, to break down why waiting for perfect conditions is one of the fastest ways founders lose momentum. Jack shares how his background in traditional finance shaped his view of timing, execution, and decision-making, and why speed often matters more than polish. We talk through real examples from Zen Rock, including launching products before the market window closed, shipping on a Friday when conventional wisdom said not to, and how listening closely to demand led to outsized outcomes. This conversation goes deep on timing, conviction, and the difference between being careful and being stuck. It is a practical look at how founders, operators, and investors should think about action when the opportunity is real but certainty is not. What we cover • Why waiting for perfect timing kills momentum • How Zen Rock decides when to move fast and when to pass • Launching when the product is ready, not when the calendar says it’s safe • The role of market signals versus narratives • Lessons founders can apply immediately when demand shows up If you are building, investing, or leading a team and struggling with when to move, this episode will challenge how you think about timing and execution. Website and Social: https://www.linkedin.com/in/jack-krevitt-702306170/ https://www.zenrockfoundation.io/
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Test. Optimize. Scale. Episode #222 Brian Mac Mahon: Make The Call Most Founders Delay
12/20/2025
Test. Optimize. Scale. Episode #222 Brian Mac Mahon: Make The Call Most Founders Delay
Most founders wait too long to make the hardest decision. Brian Mac Mahon explains why delay is often more dangerous than failure. In Episode 222 of Test. Optimize. Scale: Jason Fishman sits down with Brian Mac Mahon, founder of Expert Dojo, to unpack the decisions founders avoid and the consequences of doing so. Drawing from 300+ startup investments, Brian breaks down how companies actually scale, when persistence turns into self-sabotage, and why customers, not investors, are the ultimate source of truth. This conversation spans founder ego, growth loops, venture math, and the moment when a startup must either commit fully or reset early to survive. What you’ll learn: Why founders struggle to make the call to double down or walk away When resilience helps and when it quietly destroys momentum The difference between building a product and building a company Why customers always tell the truth, even when it’s uncomfortable How Brian evaluates startups across people, product, and sales When speed becomes your only real advantage What “scaling with precision” actually means Website and Social: https://www.linkedin.com/in/brianmacmahon2/ https://www.linkedin.com/company/expert-dojo/ https://expertdojo.com/
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Test. Optimize. Scale. Episode 221- John Andrade: Why Most Entrepreneurs Never Make It.
12/13/2025
Test. Optimize. Scale. Episode 221- John Andrade: Why Most Entrepreneurs Never Make It.
In this episode, host Jason Fishman sits down with John Andrade, entrepreneur, author, and founder of GO4CEO, to reveal the hard truths behind why so many businesses struggle to reach their potential. With over 25 years of experience leading management, sales, and strategy for organizations and his own ventures, John shares real-world lessons from building businesses with top-line revenues over $3.5 million and working in high-level roles within banking and financial services. He has seen the pitfalls that trip up even the most ambitious founders, and he is here to help you avoid them. What you’ll learn in this episode: - The most common mistakes that keep entrepreneurs from breaking the $1M barrier - Why mindset and team-building are the true multipliers for growth - The difference between working in your business and working on your business - How to leverage mentors, align with the right people, and avoid the "stranglehold" that limits so many founders - Insider secrets from banking and financial services that can fast-track your business John’s mission with GO4CEO is to share the strategies, skills, and stories that help entrepreneurs and business owners achieve their goals without falling into the traps he has seen all too often. Whether you are just starting out or looking to scale, this episode is packed with actionable advice and honest insights you will not hear anywhere else. About John Andrade: With over 25 years of spearheading management, sales, and strategy for organizations and entrepreneurial endeavors, John started GO4CEO to share all that he has learned from his experience and help entrepreneurs and business owners avoid the mistakes he sees all too often in the business world. Having owned businesses with top-line revenues of over $3.5 million and held management positions within banking and financial services, John knows the inside secrets that can fast-track your growth. 👉 Learn more: https://www.go4ceo.com/ 🔗 Connect with John on LinkedIn: https://www.linkedin.com/in/johnandrade/
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Test. Optimize. Scale. Episode Ep. 220- Dwan Bent Twyford: Fear is Killing Your Marketing
12/09/2025
Test. Optimize. Scale. Episode Ep. 220- Dwan Bent Twyford: Fear is Killing Your Marketing
Too many marketing plans die before they ever get off the ground. Episode 220 dives into how fear slows down creators and founders, and how to build momentum by taking bolder, faster action. You’ll hear how to identify a niche that actually works, how to turn a community into a real audience engine, and how to develop a personal brand people remember. We also explore the mindset shifts that help you stop overthinking, avoid shiny distractions, and double down on what actually moves the needle. This conversation matters now more than ever because crowded feeds reward speed, clarity, and originality. Playing it safe is the quickest way to disappear. Our guest, Dwan Bent Twyford, is a 30 year real estate entrepreneur who has flipped more than 2,000 properties, built education platforms, grown a loyal audience, and is currently revitalizing an entire downtown. Her approach to storytelling, branding, and taking action translates directly into modern marketing strategy. If the episode sparks something for you, hit subscribe, share your takeaway in the comments, and follow Digital Niche Agency for more marketing insights and execution breakdowns. Website and Socials: LinkedIn: https://www.linkedin.com/in/dwanbenttwyford/ Website: https://dwanderful.com/ YouTube: https://www.youtube.com/@UCM2lgIuALqQ5U8naDAkYCRg
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Ep. 219 - Marty Tate:The Biggest Misconceptions Founders Still Have
11/14/2025
Ep. 219 - Marty Tate:The Biggest Misconceptions Founders Still Have
Most founders underestimate how much strategy, preparation, and marketing it actually takes to run a successful Reg CF or Reg A+ crowdfunding campaign. Legal compliance matters — but according to attorney Marty Tate, one of the most respected experts in regulated investment crowdfunding, momentum and marketing ultimately determine whether your raise succeeds or fails. In this episode of Test. Optimize. Scale., Marty breaks down the real mechanics behind Reg CF, Reg D, and Reg A+; the timelines founders should expect; what derails campaigns; and why only a small percentage of issuers ever hit seven figures. Whether you're exploring your first crowdfunding raise or preparing to scale into a larger Reg A+, this conversation will help you set your campaign up the right way and avoid the costly mistakes first-time issuers usually make. 🔍 What You’ll Learn in This Episode How Marty went from corporate finance to helping shape the JOBS Act The rise of peer-to-peer lending, the ICO boom, and how crypto influenced crowdfunding What founders MUST do before launching a Reg CF or Reg A+ Why half of campaigns stall under ~$114K — and how the top 10% break through How optics, traction, social proof, and audience strategy influence conversions Why success requires both strong legal setup and a real marketing plan What to do when a campaign launches slow The future of liquidity, exits, and investor success stories in crowdfunding ⏱️ Chapters Introduction & Guest Background — 00:00 How Marty Tate Got Involved in Crowdfunding & Crypto — 00:48 The Setup and Compliance Process for Reg CF, Reg D, and Reg A+ — 05:25 Timelines, Traps, and Key Considerations for Each Regulation — 05:38 The Importance of Marketing and Momentum vs. Legal Checkboxes — 13:21 Common Misconceptions and Success Metrics in Crowdfunding — 21:31 Building the Right Team: Lawyers, Accountants, and Marketing Partners — 33:25 Optimizing Campaigns: Testing, Data, and Adjusting When Things Are Slow — 39:11 Investor Success Stories, Liquidity, and Industry Evolution — 47:19 Final Tips, Success Stories, and How to Connect with the Guest — 49:33 Closing Remarks — 52:43 Website and Socials: LinkedIn: https://www.linkedin.com/in/martytate/ Website: https://kba.law/
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Ep. 218 - Brian Korn: How Regulation Crowdfunding Really Works
11/08/2025
Ep. 218 - Brian Korn: How Regulation Crowdfunding Really Works
Most founders think Regulation Crowdfunding is a quick way to raise capital — but it’s far more strategic. In this episode of Test. Optimize. Scale, Jason Fishman sits down with Brian Korn, Head of FinTech & Blockchain at Manatt, Phelps & Phillips, and board member of the Crowdfunding Professional Association, to unpack how Reg CF and Reg A+ really work. 🎙 You’ll learn: The history and purpose of the JOBS Act How Reg CF evolved from early skepticism to mainstream adoption What separates successful issuers from the rest Legal pitfalls founders often overlook How to build investor trust through structure, messaging, and credibility If you’re raising capital, this episode shows you how to do it right — strategically, compliantly, and effectively. 🧭 Chapter Guide 00:00 – Intro 02:00 – Brian’s journey from Wall Street to crowdfunding law 08:00 – The JOBS Act and the birth of Reg CF 15:00 – Why crowdfunding got off to a slow start 22:00 – The turning point: credibility, structure, and compliance 35:00 – What founders can test before launching 44:00 – Optimizing campaigns like marketing funnels 56:00 – Scaling through Reg A+ and investor education 1:02:00 – Brian’s closing advice for entrepreneurs Website and Socials: LinkedIn: https://www.linkedin.com/in/brian-korn-bb17864/ Website: https://www.manatt.com/
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Ep. 217 - Chris Sanchez: Ex‑Busboy Exposes Why Your Sales Team Sucks
10/28/2025
Ep. 217 - Chris Sanchez: Ex‑Busboy Exposes Why Your Sales Team Sucks
Discover what makes or breaks a high-performance sales team in this enlightening episode featuring Chris Sanchez, a veteran sales leader who has built multiple seven and eight-figure teams across agencies, coaching programs, and consulting businesses. Chris shares his journey from being a busboy to managing nine-figure sales organizations, explaining how customer service, relationship-building, and conviction laid the foundation for his success. This episode covers: ✅ How to diagnose why most sales teams fail — and the simple fixes that work ✅ The power of discovery: understanding a prospect’s frustrations, fears, and goals before selling ✅ Why automation and pre-sold lead systems can drive 80–90% show rates ✅ The importance of repeatable frameworks for closing high-ticket deals ✅ Building a team that scales itself: training setters, closers, and sales managers effectively ✅ Creating an internal culture of accountability with daily huddles, live call reviews, and sales contests ✅ Balancing passion and process: influence vs. hard-selling Chris’s bio: He helps agencies, coaches, and consultants build 8-figure sales teams with a focus on time freedom. As creator of the “8-Figure Sales Team Playbook,” Chris equips teams to scale without burning out. He’s generated tens of millions in revenue for hundreds of businesses using cash reserve strategies, pre-sold lead systems, high-converting frameworks, and scalable sales playbooks. Recent wins include growing a client’s revenue 40% year-over-year, taking another from $15k to $85k/month in 90 days, and building sales teams that have produced over $40M. Website and Socials: Website: https://influentialpassion.io/ LinkedIn: https://www.linkedin.com/in/chris-sanchez-ip/ Follow Digital Niche Agency on Socials for Up-To-Date Marketing Expertise and Insights: Facebook: / digitalnicheagency Linkedin: / digitalnicheagency Instagram: DNA - Digital Niche Agency @digitalnicheagency Twitter: / dnagency_ca YouTube: / @digitalnicheagency
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Ep. 216 - Greg Burke : The Shocking Reason Most Crowdfunding Campaigns Miss Out on Millions
10/21/2025
Ep. 216 - Greg Burke : The Shocking Reason Most Crowdfunding Campaigns Miss Out on Millions
Why do many equity crowdfunding campaigns fail to meet long-term success despite strong fundraising? In this episode of Test. Optimize. Scale., Jason Fishman interviews Greg Burke, a seasoned researcher focused on private capital markets and startup investing trends. The discussion centers on a key compliance issue in Regulation Crowdfunding: failure to file Form C-AR, the required annual report under Reg CF. Greg brings expertise in early-stage investing, investor behavior, and capital market regulations, drawing from years of research and analysis in the crowdfunding and venture ecosystems. His work focuses on how regulatory compliance affects investor trust, founder credibility, and long-term capital formation. Topics covered include: The purpose and timing of Form C-AR filings Reporting behavior trends across Reg CF campaigns How compliance impacts future fundraising opportunities SEC expectations and enforcement considerations The role of transparency in investor decision-making The conversation provides context for both startups preparing to raise capital and those navigating post-raise responsibilities under Regulation Crowdfunding. Website: https://www.gregory-burke.com/ LinkedIn: https://www.linkedin.com/in/gregory-burke/ Follow Digital Niche Agency on Socials for Up-To-Date Marketing Expertise and Insights: Facebook: / digitalnicheagency Linkedin: / digitalnicheagency Instagram: DNA - Digital Niche Agency @digitalnicheagency Twitter: / dnagency_ca YouTube: / @digitalnicheagency
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Ep. 215 - Dr. Canaan Williams : Housing that Saves Lives
10/07/2025
Ep. 215 - Dr. Canaan Williams : Housing that Saves Lives
Dr. Canaan Van Williams is a nationally recognized leader in Social Impact Affordable Housing, known for turning distressed, undervalued real estate into vibrant communities that deliver both above-market returns and measurable impact. With over 25 years of experience and more than $36 million in repositioned assets, Dr. Van has proven that purpose-driven investing can be both transformative and profitable. Raised in Section 8 housing in Berkeley, California, Dr. Van's mission is personal. That firsthand understanding of housing insecurity drives his relentless focus on dignity, opportunity, and stability for the underserved. Through The Proactive Realty Group LLC, he has created a blueprint for investing that tackles some of the nation’s most urgent challenges—housing affordability, social equity, and community revitalization. Website: https://proactiveincomefund.com/ LinkedIn: https://www.linkedin.com/in/dr-canaan-williams-aa3924b/ Follow Digital Niche Agency on Socials for Up-To-Date Marketing Expertise and Insights: Facebook: / digitalnicheagency Linkedin: / digitalnicheagency Instagram: DNA - Digital Niche Agency @digitalnicheagency Twitter: / dnagency_ca YouTube: / @digitalnicheagency
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Ep. 214 - Josh Cohn: Innovation Will Die Without Crowdfunding.
09/05/2025
Ep. 214 - Josh Cohn: Innovation Will Die Without Crowdfunding.
Josh Cohn, Chief Commercial Officer of EndoSound, joins Test. Optimize. Scale. to share how his team is changing access to GI procedures through innovative medical technology and equity crowdfunding. With 17 years of experience in the medical device industry, Josh has built a track record of leading teams ranked #1 in revenue, percent to plan, and conversion dollars year after year. In this episode, Josh explains why EndoSound is gaining national attention from investors, physicians, and surgical centers. He breaks down how their technology lowers costs for patients, expands access to care in underserved communities, and opens new opportunities for doctors and facilities. Josh also talks about the company’s Reg CF campaign on Wefunder, how they attracted hundreds of investors, and why he believes crowdfunding is essential to the future of MedTech. Whether you’re a founder, investor, or curious about medical device innovation, you’ll hear real insights into testing, optimizing, and scaling a healthcare startup. 📌 Topics covered: - The rise of EndoSound and its impact on GI care - How equity crowdfunding is transforming MedTech - Why physicians and users are investing in the company - Lessons from raising millions in both traditional and retail capital - What’s next for EndoSound with Gen Two Raise Page: https://wefunder.com/endosound Website: https://www.endosound.com/ LinkedIn: https://www.linkedin.com/in/josh-cohn-236b623/ Follow Digital Niche Agency on Socials for Up-To-Date Marketing Expertise and Insights: Facebook: / digitalnicheagency Linkedin: / digitalnicheagency Instagram: DNA - Digital Niche Agency @digitalnicheagency Twitter: / dnagency_ca YouTube: / @digitalnicheagency
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Ep. 213 - Clint Brauer: Tilling destroys the soil. Greenfield Robotics has another way.
08/29/2025
Ep. 213 - Clint Brauer: Tilling destroys the soil. Greenfield Robotics has another way.
Can AI-powered robots save farming? Clint Brauer, a former California tech executive turned Kansas farmer, believes they can. As Founder of Greenfield Robotics, Clint is leading the charge with autonomous robots that cut weeds, reduce herbicide use, and even apply nutrients—helping farmers grow healthier crops with less damage. In this episode, we cover: • How farming robots reduce herbicides and protect soil health • Why tilling is like “a wrecking ball through your house” • The real issue in America’s food system: quality, not quantity • How equity crowdfunding is connecting farmers, consumers, and investors If you care about regenerative agriculture, AI in farming, or the future of food, you don’t want to miss this episode. Website: https://www.greenfieldincorporated.com/ LinkedIn: / clintbrauer Follow Digital Niche Agency on Socials for Up-To-Date Marketing Expertise and Insights: Facebook: / digitalnicheagency Linkedin: / digitalnicheagency Instagram: DNA - Digital Niche Agency @digitalnicheagency Twitter: / dnagency_ca YouTube: / @digitalnicheagency
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Ep. 212 - Jason Brents: From California teacher to film producer raising millions.
08/20/2025
Ep. 212 - Jason Brents: From California teacher to film producer raising millions.
In this episode, we talk with Jason Brents, founder of Phantastes Films and co-founder of OneDoor Studios and MyStreme.com. Jason shares his background in world literature, his experience in global film production, and his path from teaching in California to working in real estate development in Hawaii. We discuss how Jason applied his business skills to the film industry, including raising over $3 million through equity crowdfunding and building partnerships to help OneDoor Studios grow. Jason also talks about his time living in China, his interest in literature, and his family life in Lake Tahoe. This episode covers filmmaking, entrepreneurship, and the process of building creative businesses, with practical insights from Jason Brents’ career. Like, comment, and subscribe for more conversations with industry professionals. Website: https://www.wego.one/ LinkedIn:https://www.linkedin.com/in/jasonbrents/ Follow Digital Niche Agency on Socials for Up To Date Marketing Expertise and Insights: Facebook: / digitalnicheagency Linkedin: / digitalnicheagency Instagram: DNA - Digital Niche Agency @digitalnicheagency Twitter: / dnagency_ca YouTube: / @digitalnicheagency
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Ep. 211 - Andrew Easton: We're bridging institutional capital with real-world assets.
08/20/2025
Ep. 211 - Andrew Easton: We're bridging institutional capital with real-world assets.
This week’s guest is Andrew Easton. Andrew is the founder and CEO of Mastermind, a Bitcoin mining and tokenization company bridging institutional capital with real-world assets. With a background that spans Northrop Grumman, EY, Amazon, Walmart Labs, and high-profile consulting projects for Fortune 500 companies, Andrew brings a rare blend of corporate strategy and entrepreneurial grit to Web3. From breeding CryptoKitties in 2017 to launching a 100-machine Bitcoin mining operation and structuring SPVs that deliver tax-advantaged returns, Andrew has carved out a unique position in the market, serving DAOs, L1s, and institutional investors who want real yield and verifiable reserves. When he’s not building funds or tokenized mining products, Andrew is speaking at blockchain conferences worldwide, connecting the dots between traditional finance, emerging tech, and decentralized infrastructure. Website: https://masterminedinnovation.com/ LinkedIn: https://www.linkedin.com/in/andrewscotteaston/Company LinkedIn: https://www.linkedin.com/company/mastermined/ Follow Digital Niche Agency on Socials for Up To Date Marketing Expertise and Insights: Facebook: / digitalnicheagency Linkedin: / digitalnicheagency Instagram: DNA - Digital Niche Agency @digitalnicheagency Twitter: / dnagency_ca YouTube: / @digitalnicheagency
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Ep. 210 - Adam Torkildson: You May Not Know About This SEO Strategy
08/01/2025
Ep. 210 - Adam Torkildson: You May Not Know About This SEO Strategy
This week’s guest is Adam Torkildson. Adam is a former SEO account manager turned entrepreneur who’s transforming how agencies scale. After years in the trenches at SEO.com, Adam built the Tork Media Distribution Network to eliminate the biggest headaches in PR and marketing, securing guaranteed media placements, protecting content integrity, and scaling without increasing overhead. If you’re a marketing or PR agency owner tired of pitching and chasing edits, this episode is your blueprint for working smarter. LinkedIn: Company LinkedIn: Website: Follow Digital Niche Agency on Socials for Up To Date Marketing Expertise and Insights: Facebook: / digitalnicheagency Linkedin: / digitalnicheagency Instagram: DNA - Digital Niche Agency @digitalnicheagency Twitter: / dnagency_ca YouTube: / @digitalnicheagency
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Ep. 209 - Doug Wilmore: This Carbon Forestry Project Scaled 25x
07/25/2025
Ep. 209 - Doug Wilmore: This Carbon Forestry Project Scaled 25x
This week’s guest is Doug Wilmore, the Co-Chair and CEO of World Tree, where he leads one of the most innovative models in regenerative agriculture and climate-focused investing. World Tree combines agroforestry and sustainable timber practices to sequester carbon, protect native ecosystems, and generate long-term returns for investors, all while scaling a $300M+ asset base through community-first capital raises. Prior to World Tree, Doug drove the turnaround of a research pathology lab, increasing revenue by over 2,000% and leading it to a successful exit. His leadership spans both private and public sectors, including roles as City Manager for multiple California cities and Chief Administrative Officer of Salt Lake County, Utah, where S&P recognized his work as one of the most impactful public finance stories of the 2008 recession. Doug is known for combining mission-driven leadership with operational excellence, building organizations that drive both profit and impact. Website: https://worldtree.eco/ Company LinkedIn: https://ca.linkedin.com/company/world-tree-technologies-inc LinkedIn: linkedin.com/in/doug-willmore Follow Digital Niche Agency on Socials for Up To Date Marketing Expertise and Insights: Facebook: / digitalnicheagency Linkedin: / digitalnicheagency Instagram: DNA - Digital Niche Agency @digitalnicheagency Twitter: / dnagency_ca YouTube: / @digitalnicheagency
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Ep. 208 – Dan Novaes: People Invest with Emotion
07/18/2025
Ep. 208 – Dan Novaes: People Invest with Emotion
This week’s guest is Dan Novaes. Dan is the Co-Founder & CEO of Mode Mobile, a fintech and mobile technology platform transforming how people monetize their smartphones. Under Dan’s leadership, Mode Mobile has grown to over 40 million users in 170+ countries, enabling its community to earn over $150 million to date. Most recently, Mode Mobile made headlines by raising over $45 million through one of the largest Reg A+ crowdfunding campaigns in the mobile sector, emphasizing Dan’s commitment to community-powered business models. Before Mode Mobile, Dan successfully built and exited multiple ventures including MobileX Labs, Nativ Mobile, and Elekteks (creator of the viral iFlask). With a track record of founding companies that have generated over $100 million in revenue, Dan is recognized as a Deloitte Fast 500 leader, YPO member, and Indiana University Kelley School of Business Entrepreneur of the Year. His mission is clear: democratize mobile earnings and disrupt traditional telecom models by putting users first. Website: https://www.modemobile.com/ Raise Page: https://invest.modemobile.com/ Company LinkedIn: https://www.linkedin.com/company/modemobile LinkedIn: https://www.linkedin.com/in/dan-novaes-5b5496271/ Follow Digital Niche Agency on Socials for Up To Date Marketing Expertise and Insights: Facebook: / digitalnicheagency Linkedin: / digitalnicheagency Instagram: DNA - Digital Niche Agency @digitalnicheagency Twitter: / dnagency_ca YouTube: / @digitalnicheagency
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Ep. 207 – Charles Kropke: Why Every Launch Needs Flexibility & How to Pivot for Growth
07/11/2025
Ep. 207 – Charles Kropke: Why Every Launch Needs Flexibility & How to Pivot for Growth
From Emmy-winning documentaries to rebuilding a 102-year-old schooner, Charles Kropke reveals how passion + Reg CF are powering a new wave of entrepreneurial growth. Discover what founders should TEST, how to OPTIMIZE broken models, and when to SCALE. Kropke, CEO of Windjammer, shares lessons from restoring legacy cruise brands and leading successful crowdfunding campaigns. Whether you're running a Reg A+, Reg D, or Reg CF raise, his stories are packed with insights for scaling brands with loyal communities. 📈 For founders, marketers & investors in equity crowdfunding, venture capital, and experiential startups. Socials and website Linkedin: https://www.linkedin.com/in/charles-j-kropke-066419a/ Company LinkedIn: https://www.linkedin.com/company/thewindjammerway/posts/?feedView=all Raise Page: https://marketplace.vicinitycapital.com/offers/69 Follow Digital Niche Agency on Socials for Up To Date Marketing Expertise and Insights: Facebook: https://www.facebook.com/digitalnicheagency Linkedin: https://www.linkedin.com/company/digitalnicheagency Instagram: DNA - Digital Niche Agency @digitalnicheagency Twitter: https://twitter.com/DNAgency_CA YouTube: https://www.youtube.com/@DigitalNicheAgency
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T.O.S Podcast EP #206: “Lead with value, not promotion.” W/Michael Schreiber
07/03/2025
T.O.S Podcast EP #206: “Lead with value, not promotion.” W/Michael Schreiber
I’m joined by Michael Schreiber, an award-winning journalist and founder of MediaFeed. Michael began his career as an award-winning journalist, producing acclaimed documentaries and in-depth reporting on topics like the credit card industry. Today, he’s at the forefront of helping businesses and individuals leverage content to grow their brands and connect with audiences. Socials and website: https://www.linkedin.com/in/michael-schreiber-5682821/ https://www.linkedin.com/company/mediafeed-llc/ Follow Digital Niche Agency on Socials for Up To Date Marketing Expertise and Insights: Facebook: / digitalnicheagency Linkedin: / digitalnicheagency Instagram: DNA - Digital Niche Agency @digitalnicheagency Twitter: / dnagency_ca YouTube: / @digitalnicheagency
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T.O.S Podcast EP #205: “Your Purpose Is Your Vision.” w/ Daniel Kooman
06/27/2025
T.O.S Podcast EP #205: “Your Purpose Is Your Vision.” w/ Daniel Kooman
This week’s guest is Daniel Kooman, founder of UnveilTV and director/producer at Unveil Studios. With 18+ years of experience, Daniel creates original content for global platforms like BBC and ABC. He’s passionate about storytelling that inspires real-world impact through films, series, and documentaries. Alongside his brothers, he produces high-quality, purpose-driven stories that bring brands and missions to life. Socials and Website: Follow Digital Niche Agency on Socials for Up To Date Marketing Expertise and Insights: Facebook: / digitalnicheagency Linkedin: / digitalnicheagency Instagram: DNA - Digital Niche Agency @digitalnicheagency Twitter: / dnagency_ca YouTube: / @digitalnicheagency
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Podcast EP 204: “Use your experience to build something new.” w/ Devin Melnyk
06/23/2025
Podcast EP 204: “Use your experience to build something new.” w/ Devin Melnyk
This week’s guest is Devin Melnyk. With over 25 years of hands-on experience in the cannabis industry and eight years steering operations in Canada’s legal market, Devin Melnyk brings unmatched expertise and insight to HiNote AI. As a key player in building Pure Sunfarms, one of Canada’s premier cannabis cultivators, Devin has a proven track record of scaling high-impact brands and navigating regulatory landscapes. At HiNote AI, he’s on a mission to revolutionize the cannabis experience. Under his leadership, the platform harnesses real-time, crowd-sourced reviews and AI-powered tools to empower consumers, surface credible quality signals, and elevate transparency across the industry. Devin believes in democratizing knowledge and driving demand for authentic, high-quality products, building trust one user at a time. Socials and website: Follow Digital Niche Agency on Socials for Up To Date Marketing Expertise and Insights: Facebook: / digitalnicheagency Linkedin: / digitalnicheagency Instagram: DNA - Digital Niche Agency @digitalnicheagency Twitter: / dnagency_ca YouTube: / @digitalnicheagency
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