Better Business, Better Life:  Building on Your Success with Terry DuPont Episode 067 Mastering Estate Planning: Strategies for Wealth Preservation and Client Satisfaction with Eido Walny

Eido M. Walny is the founder of Walny Legal Group LLC, specializing in estate planning, asset protection, and business succession. A Best Lawyer in America and Wisconsin Super Lawyer, he holds the prestigious AEP, EPLS, and TEP designations.

A graduate of the University of Chicago and Boston University School of Law, Eido is a national speaker, author, and estate planning editor for Investopedia. He is admitted to practice in Wisconsin, New York, and Illinois.

Listen to this informative Better Business, Better Life episode with Eido Walny about the importance of thorough estate planning, adapting to tax law changes, professional growth, and the value of strong client relationships.

Here is what to expect on this week’s show:

●      Eido stresses the value of mastering your craft while building strong relationships. Success comes from both expertise and meaningful connections that create opportunities for growth.

●      Eido prioritizes client satisfaction over billable hours, believing that strong relationships and successful outcomes drive long-term success. By focusing on what’s best for the client, financial success naturally follows..

●      Eido cautions against cutting corners in estate planning to satisfy client demands for speed and cost savings. Rushing the process or skipping key steps can lead to issues that may not emerge for years

Connect with Eido:

Website: www.walnylegal.com

LinkedIn: https://www.linkedin.com/in/eido-walny-jd-aep-epls-2756a5/

X: @walnylegalgroup

Connect with Terry:

Website: https://www.dupontadvisory.com/

LinkedIn: https://www.linkedin.com/in/terrydupont/

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Better Business, Better Life:  Building on Your Success with Terry DuPont Episode 066 Uncovering Tax Saving Strategies: A Deep Dive with CPA and Tax Coach, Gary Heldt with Gary Heldt

Gary D. Heldt, Jr., CPA, is the owner of Small Business Advisors in Gambrills, Maryland, serving clients in Maryland, Virginia, and Washington, DC. With over 30 years of experience, he provides accounting and consulting services to business owners and individuals.

A Premier Tax Coach in Anne Arundel County, Gary goes beyond tax preparation—helping clients shape their financial future, strengthen their businesses, and achieve financial success. He serves as a trusted advisor and strategic partner, guiding clients toward long-term growth.

Listen to this informative Better Business, Better Life episode with Gary Heldt about proactive tax planning and collaborative approaches.

Here is what to expect on this week’s show:

●  Gary emphasizes the significance of listening to clients, understanding their situation, and formulating customized plans tailored to individual circumstances. This method focuses on building strong relationships to uncover opportunities for tax savings and enhance client wealth.

●  Gary highlights the importance of small business owners having a board of advisors to hold them accountable and provide strategic guidance.

●  Gary defines success by reflecting on the financial achievements of his clients. He shares a story of partners who, with his guidance and support from other advisors, transformed their struggling business into a successful venture

Connect with Gary:

LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr/

Podcast: https://podcasts.apple.com/us/podcast/grow-your-business-and-grow-your-wealth/id1521874291

Connect with Terry:

Website: https://www.dupontadvisory.com/

LinkedIn: https://www.linkedin.com/in/terrydupont/

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Better Business, Better Life: Building on Your Success with Terry DuPont Episode 065 Overcoming Mindset Challenges in Business with James Brown

James, CEO/Founder of Business Accelerator Institute and Perseverance Squared, is a business consultant with a strong legal background. He launched his first business in 1994, scaling it to $8M in annual revenue. Since 2014, he has coached over 350 business owners in strategic growth. As a fractional CEO/SLFU Program Manager at How to Manage a Small Law Firm, he grew Small Law Firm University to $3M in a year and developed a CMO program generating $2M annually. A Lindenwood University Business graduate with a JD from St. Louis University, James co-authored the best-selling Shift Happens and has earned numerous industry accolades.

Listen to this informative Better Business, Better Life episode with James Brown about overcoming doubt, embracing self-belief, and strategies for small business growth.

Here is what to expect on this week’s show:

● James emphasizes the importance of surrounding yourself with supportive networks and avoiding people who instill limiting beliefs. By believing in yourself and doubting doubts rather than beliefs, one can overcome mindset challenges and achieve success in business.

● James emphasizes the importance of systemization and scaling for small business growth, allowing owners more time and efficiency. Inspired by system-driven models like McDonald's, he advocates for streamlined processes to achieve sustainable success.

● In times of economic changes or challenges, James suggests making strategic pivots to take advantage of the situation rather than falling into a victim mindset. By being proactive and adapting to shifts, business owners can navigate uncertainties and capitalize on opportunities for growth.

Connect with James:

Website:  https://businessaccelerator.institute/betterbusiness/

 Business Accelerator Course:  https://courses.businessaccelerator.institute/?am_id=terrydupont

 TikTok:  Business Accelerator Institute (@business.accelera) | TikTok

 Instagram:  Business Accelerator Institute (@business.accelerator.institute) • Instagram photos and videos

 Facebook:  https://www.facebook.com/businessacceleratorinstitute

Connect with Terry:

Website: https://www.dupontadvisory.com/

LinkedIn: https://www.linkedin.com/in/terrydupont/\

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Better Business, Better Life: Building on Your Success with Terry DuPont Episode 064 with Richard Mills

Richard Mills is a Michigan-based estate planning attorney specializing in trusts, charitable giving, and estate administration. As Senior Counsel at Smith, Haughey, Rice & Roegge, he helps clients achieve philanthropic and financial goals.

A leader in shaping Michigan’s trust laws, Rick has also testified before the Department of Treasury on donor-advised funds and co-edits Drafting the Michigan Trust. He is updating the ABA’s Charitable Gift Planning: A Practical Guide for the Estate Planner and serves on nonprofit boards.

Listen to this informative Better Business, Better Life episode with Richard Mills about estate planning and charitable giving.

Here is what to expect on this week’s show:

● Richard highlights donor-advised funds as a way to make philanthropy more accessible, allowing families to foster generosity and honor loved ones through charitable giving.

● Richard explains qualified charitable distributions from retirement accounts as an effective strategy for blending charitable giving with estate planning, allowing individuals to support their favorite causes while enjoying tax benefits.

● Richard emphasizes the importance of collaborating with estate planners, accountants, and gift planners to effectively navigate the complexities of charitable giving.

Connect with Richard:

Website: https://shrr.com/our-people/richard-mills/

LinkedIn: https://linkedin.com/in/richard-rick-mills-712b401b

Connect with Terry:

Website: https://www.dupontadvisory.com/

LinkedIn: https://www.linkedin.com/in/terrydupont/

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Better Business, Better Life: Building on Your Success with Terry DuPont Episode

Listen to this special episode Better Business, Better Life.

This holiday season, we're bringing you a very special Better Business, Better Life bonus episode! Join Terry DuPont as he shares an inspiring and entertaining clip show featuring the best moments from past guests—all featured in Terry’s highly anticipated book, Better Business, Better Life: Building on Your Success, launching in 2025.

What You’ll Hear in This Episode:

• Insights and advice from top entrepreneurs and professionals.

• Key strategies for building a better business and improving your life.

• Memorable highlights and powerful stories from Terry’s incredible lineup of guests.

Whether you’re tuning in for the first time or have been with us from the start, this bonus episode is packed with the inspiration and actionable takeaways you need to end the year strong and kickstart your 2025 goals.

Don’t Miss the Book Launch:

Terry’s upcoming book, Better Business, Better Life: Building on Your Success, is set to launch in 2025. Stay tuned for updates on how you can grab your copy!

Connect with Terry:

Website: https://www.dupontadvisory.com/

LinkedIn: https://www.linkedin.com/in/terrydupont/

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Better Business, Better Life: Building on Your Success with Terry The Scariest Part is Starting with Leslie and Brady Huffer

Leslie and Brady Huffer started a digital marketing side hustle (offering written and video content to companies) soon after they got married as a creative outlet and additional income stream while she was a special education teacher and he was in corporate sales. Their marketing agency, Hey Huffers, grew faster than they had anticipated and they decided to take the leap to quit their 9 to 5 jobs and run it full-time at the end of 2021. A week later they found out they were pregnant and expecting a baby girl! Now they get to run their business and be home and present with their daughter each day! In addition to Hey Huffers, Leslie has started a community for other moms who want to make money from home so they can be with their children called The Joyful WAHM (work at home mom). They love supporting entrepreneurs and empowering other families to discover time and financial freedom!

Listen to this informative Better Business, Better Life episode with Leslie and Brady Huffer about turning your side hustle into your full time job.

Here is what to expect on this week’s show:

● Leslie and Brady discuss the scariest part was starting.

● Leslie and Brady agree they have to be ok with slow growth – don’t expect to be an overnight success.

● Leslie and Brady explain the struggle of working together as husband and wife and separating work and home life.

● Leslie and Brady say they don’t take on too many clients so they can be responsive to their clients and keep it personal.

Connect with Leslie and Brady:

Website: https://www.heyhuffers.com/

Social Media:

Instagram: @heyhuffers @thejoyful_WAHM

TikTok: @thejoyful_WAHM

Connect with Terry:

Website: https://www.dupontadvisory.com/

LinkedIn: https://www.linkedin.com/in/terrydupont/

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Better Business, Better Life: Building on Your Success with Terry DuPont Episode 63 The Power of Sales Credibility and Leadership Skills with C. Lee Smith

C. Lee Smith founded founded Sales Fuel in 1989. Lee was named as one of the world's Leading Sales Consultants by Selling Power magazine from 2018–2024. Foremost expert in sales credibility, executive leadership, sales coaching and behavioral analysis. Lee is author of the bestsellers SalesCred: How Buyers Qualify Sellers and Hire Smarter, Sell More!, co-host of the Manage Smarter podcast and frequent keynote speaker.

Listen to this informative Better Business, Better Life episode with C. Lee Smith about credibility and leadership.

Here is what to expect on this week’s show:

● Lee explains trust is the cornerstone of successful sales interactions. Building trust with potential buyers requires a combination of likability, visibility, and proof of credibility.

● Lee talks about the integration of artificial intelligence (AI) into business processes and how it is essential for staying competitive in the sales industry.

● Lee discusses success in sales is not solely measured by financial gains. It also involves positively impacting others and supporting personal and industry growth.

Connect with C. Lee Smith:

Website: https://salesfuel.com/

Lee LinkedIn: https://www.linkedin.com/in/cleesmith/

Sales Fuel LinkedIn: https://www.linkedin.com/company/sales-fuel/

YouTube: https://www.youtube.com/channel/UCh-kdXBnek3hlsQqFF3sm-w

Instagram: https://www.instagram.com/salesfuel/

Facebook: https://www.facebook.com/salesfuel/

X: https://x.com/salesfuel

Connect with Terry:

Website: https://www.dupontadvisory.com/

LinkedIn: https://www.linkedin.com/in/terrydupont/

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Better Business, Better Life: Building on Your Success with Terry DuPont Episode 62 Income Diversification for Long-Term Financial Success with Zachary Roper

Zachary Roper is an entrepreneur and Managing Director at Zachary Roper Consulting. ZRC specializes in fractional CFO solutions for small to midsized companies. He has extensive experience in M&A services and financial reporting and loves working with smaller clients in order to make larger impacts on a per deal basis.

Listen to this informative Better Business, Better Life episode with Zachary Roper about income diversification.

Here is what to expect on this week’s show:

● Zachary emphasizes the significance of achieving key milestones early on in the business journey. From making the first dollar to scaling revenue from millions to tens of millions, understanding how to generate revenue and optimize marketing investments is crucial for long-term success.

● Zachary encourages business owners to diversify income streams to avoid financial pitfalls during expansion. By exploring innovative partnerships and revenue-generating avenues, companies can build resilience and adaptability in the face of market fluctuations.

● Zachary highlights the importance of operational efficiencies and understanding the economic drivers of your business. By streamlining processes and making strategic decisions, companies can position themselves for sustainable growth and profitability.

Connect with Zachary:

Website: theropergroup.com

LinkedIn: https://www.linkedin.com/in/zacharyroperiu/

Connect with Terry:

Website: https://www.dupontadvisory.com/

LinkedIn: https://www.linkedin.com/in/terrydupont/

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Better Business, Better Life: Building on Your Success with Terry DuPont Episode 061 Navigating Complex Tax Strategies with a Specialized Attorney with Todd Villarrubia

Todd is an accomplished and board-certified estate planning and administration expert, certified by the Louisiana Board of Legal Specialization. Demonstrated success across various disciplines within tax law, including high net-worth estate planning, multi-generational wealth transfer planning, charitable planning, corporate business and tax compliance, wills and trusts, income tax planning, and business tax advisory services. Proven track record in client relationship management with a strong work ethic and a drive for superior-level success.

Listen to this informative Better Business, Better Life episode with Todd Villarrubia about tax strategies.

Here is what to expect on this week’s show:

● Todd's journey into estate planning was influenced by personal experiences with family financial issues, leading him to specialize in tax law and estate planning. His expertise and board certification in estate planning set him apart in the field, with only a limited number of attorneys nationwide possessing similar credentials, making his services highly sought after for individuals with complex financial affairs.

● Todd discusses the importance of having a tax attorney for financial benefits and high-end strategies. Todd's expertise in estate planning, with extensive testing and ongoing education requirements, sets him apart in the field.

● Todd stresses the importance of expertise in tax and estate planning to prevent costly mistakes and ensure smooth transitions for high net worth clients. With their extensive experience and unique skill sets, specialized attorneys can provide complex strategies for multi-generational wealth transfer planning that minimize tax liabilities and preserve family legacies.

Connect with Todd:

Website: https://lawealthplan.com

LinkedIn: https://www.linkedin.com/in/todd-villarrubia/

Connect with Terry:

Website: https://www.dupontadvisory.com/

LinkedIn: https://www.linkedin.com/in/terrydupont/

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Better Business, Better Life: Building on Your Success with Terry DuPont Episode 060 Navigating Complex Legal Challenges in Personal Injury Cases with Chad Romey

Chad Romey is a trial attorney with the Indiana-based law firm Blackburn Romey. Following his graduation from law school (University of Virginia), he worked in Atlanta with one of the biggest law firms in the world, Greenberg Traurig LLP.

For the last three years, he has been named “Best Lawyer” in the Fort Wayne Newspapers Readers’ Choice competition.

Listen to this informative Better Business, Better Life episode with Chad Romey.

Here is what to expect on this week’s show:

● Chad emphasized that one is not proficient on day one as a lawyer, regardless of the practice area; and highlights the significance of gaining experience through exposure to a variety of cases.

● Chad attributes his success and recognition as one of Indiana's top attorneys under 40 to the collaborative efforts of his team at Blackburn Romey. He stresses the importance of a team approach in handling personal injury cases effectively, ensuring a holistic and strategic representation for clients.

● Chad's dedication to personalized client care shine through in his discussion about the emotional aspects of personal injury cases. He highlights the misconception surrounding personal injury clients and stresses the importance of understanding and empathizing with clients' challenges to provide them with comprehensive support.

Connect with Chad:

Website: www.blackburnromey.com

Connect with Terry:

Website: https://www.dupontadvisory.com/

LinkedIn: https://www.linkedin.com/in/terrydupont/

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