Better Business, Better Life

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 55 Fulfillment through Integrity and Service-oriented Mindset with Bill Hartman

Bill Hartman celebrated his 40th anniversary as an Independent Health & Life Insurance Agent on June 10, 2024. Over his career, Bill has earned numerous awards for leadership and sales. After losing his father at 12, Bill dropped out of high school at 16 to work. In 1982, he began selling life insurance part-time and transitioned to full-time in 1984, inspired by the birth of his daughter, Cortney. Bill earned his GED in 1993 and has since become a top producer, licensed in 15 states. He is also a founding member of the local NABIP chapter. At Hartman Insurance Services, he trains agents, including family members, and remains dedicated to serving his community.

Listen to this informative Better Business, Better Life episode with Bill Hartman about business and service integrity.

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

● Bill's approach to life and business is influenced by his experiences, including the loss of his father at a young age. He emphasizes the importance of not worrying about things beyond your control, a philosophy that has guided his decision-making and outlook on life.

● For Bill, success is not merely financial gain but personal fulfillment and integrity. He believes that success is rooted in doing what's right for people day in and day out, a principle that has shaped the culture of Hartman Insurance Services.

● Bill's commitment to maintaining a family legacy is evident through his daughter's involvement in the business. By fostering a high-energy, family-first work environment, Bill ensures that his staff can prioritize family while delivering top-notch service to clients.

Connect with Bill:

Website: https://hartmaninsuranceservices.com

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

LinkedIn: https://www.linkedin.com/company/hartman-insurance-services-fw/?viewAsMember=true

YouTube: https://www.youtube.com/@hartmaninsuranceservices

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 054 Unlocking the Power of Resilience and Perseverance with Darryl Isaacs

For over 30 years, attorney Darryl Isaacs has been fighting for justice and fair compensation for his clients as “The Hammer,” and that nickname is for good reason. He smashes through delays, red tape, and all the sneaky tactics that insurance companies use to keep from paying what their clients deserve. But he’s also “The Hammer” because he can help you fix your life after an injury; he gets you back on the road to health and recovery after an injury, back to work and back on the road, and back to living the life you had before your injury derailed everything.

Listen to this informative Better Business, Better Life episode with Darryl Isaacs about resilience and perseverance.

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

● Darryl's upbringing amidst his father's relentless work ethic and perseverance instilled in him the core values of hard work and resilience, which have been pivotal in his successful career as a personal injury attorney.

● Darryl emphasizes the importance of remaining authentic in all endeavors. He shares, "I don't care what profession you're in, you have to be real authentic."

● Darryl stresses the significance of continuous learning and growth to avoid complacency. His personal experience with a life-threatening accident in 2015 profoundly shaped his perspective and approach to personal injury law.

● Darryl highlights the importance of networking and being accessible to others. He mentions, "If you're any business owner, the more you network and the more people can get a hold of you, the more valuable the relationship is."

Connect with Darryl:

Website: https://wewin.com/

TikTok: https://www.tiktok.com/@callthehammer

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

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 053 Impactful Fundraising through Storytelling with Emily Heck

Emily Heck is a nonprofit marketing consultant and the president of Evergreen Strategic Communications. After years of working in the nonprofit and higher education industries, Emily launched Evergreen in 2019 with the goal of helping nonprofits, education organizations, and religious institutions.

Listen to this informative Better Business, Better Life episode with Emily Heck about impactful fundraising.

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

● Emily's passion for helping organizations make a positive impact on communities has led her to specialize in assisting nonprofits, educational institutions, and religious organizations in growing their engagement through marketing.

● Emily discusses the importance of sharing stories of impact to win over donors and stand out in a competitive fundraising landscape.

● Emily discusses the challenges of fundraising and donor engagement in marketing for nonprofits, educational institutions, and religious organizations. She highlights the need to cut through clutter and explore unconventional methods like direct mail to engage audiences effectively.

● Emily also emphasizes the importance of building up marketing departments from scratch and involving the entire organization, including staff and boards, in the process to create impactful storytelling and community connections for these purpose-driven organizations.

● Emily explains, for her, success is feeling fulfilled in work and being able to disconnect at the end of the day with a clutter-free mind. Setting boundaries and managing multiple responsibilities are important as a small business owner.

Connect with Emily:

Website: https://www.evergreenstrategic.org/

LinkedIn: https://www.linkedin.com/in/emilyheck-evergreen/

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 52 Empowering Clients through Comprehensive Insurance Education with Kimberly Wilson

Kimberly transitioned from a healthcare career to the insurance field three years ago, initially starting without any licenses. With the support of her boss, she obtained her insurance licenses and pursued advanced education, earning the CISR (Certified Insurance Service Representative) designation and the prestigious CISR Elite distinction. Kimberly integrates her bachelor's degree in ministry into her professional life, using it to guide her client interactions with a strong focus on ethical standards. Despite the challenges, she is committed to furthering her education and contemplates future advancements, including potential agency ownership or different roles within the industry.

Listen to this informative Better Business, Better Life episode with Kimberly Wilson about educating clients on insurance.

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

● Kimberly stresses the importance of staying updated on insurance policies, underwriting rules, and risk analysis to provide the best coverage options for clients.

● Kimberly advocates for higher liability limits and consider umbrella policies to ensure comprehensive coverage and protection against unforeseen circumstances.

● Kimberly encourages clients to secure life insurance policies independent of employment to maintain coverage even in the event of job changes or retirement, emphasizing the benefits of obtaining coverage at a younger age for lower premiums.

Connect with Kimberly:

Website: https://www.myersandhaydenins.com/

Facebook: https://www.facebook.com/MyersandHayden?ref=hl

Yelp: https://www.yelp.com/biz/myers-and-hayden-insurance-fort-wayne

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 051 Estate Planning & Family Inclusion with Paul Shugar

As a shareholder and Co-Chair of Reminger's Estates, Trusts, and Probate Litigation Practice Group, Paul has statewide experience involving an array of million-dollar estate, trust, and guardianship issues such as undue influence, power of attorney abuse, and financial exploitation. An award-winning journalist who worked at daily newspapers around the country before becoming a lawyer, Paul employs the writing and investigation skills he developed as a reporter to maximize results in litigation.

Listen to this informative Better Business, Better Life episode with Paul Shugar about estate planning and family inclusion.

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

● Paul discusses the importance of maintaining your estate planning and having ‘regular check-ups.’

● Paul explains the generational differences in estate planning.

● Paul and Terry talk about involving the family in estate planning and choosing the correct fiduciary.

Connect with Paul:

Website: https://www.reminger.com/

Blog: https://www.reminger.com/OhioEstateandTrustDispute

FaceBook: https://www.facebook.com/RemingerAttorneys

Twitter: https://twitter.com/Reminger

LinkedIn: https://www.linkedin.com/company/reminger

Paul’s LinkedIn: https://www.linkedin.com/in/paulshugar/

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 50 Maximizing Efficiency: Implementing Pooled Employer Plans with Paul Salamon and David Schlageter.

Paul SaIamon, CPFA has been a Financial Services professional for over 30 years.

As an Independent Advisor and Retirement Plan Specialist, focusing on the unique needs of each corporate client and works to create plan efficiency and reduce fiduciary risk.

David Schlageter is Regional Vice President Ameritas Southeast Region with 30+ years in qualified plan experience. He is a Specialist in Pooled plan consulting.

Listen to this informative Better Business, Better Life episode with Paul Salamon and David Schlageter about Pooled Employer Plans

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

● PEPs enable companies to outsource fiduciary and administrative responsibilities, reducing individual burdens and audit costs. By streamlining these processes, employers can redirect their focus on essential business tasks.

● Employers are encouraged to thoroughly analyze key documents related to PEPs to ensure they align with the best interests of plan participants and beneficiaries. Understanding the plan's features, provisions, fees, and service agreements is crucial in making informed decisions.

● It's highlighted in the episode that employers must act in the best interests of plan participants and beneficiaries, as part of their fiduciary obligation. Evaluating PEPs as a platform upgrade and comparing them against single employer plans is essential for making informed choices.

Connect with David:

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

Microsite: https://mypepconnection.com/clearvantagepep/

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

TyJuan Garrett is an Indianapolis attorney. TyJuan is an advocate for those in the field of entrepreneurship. In his professional life, Tyjuan serves as an Attorney-Advisor with the U.S. Small Business Administration where he advises the agency in assisting small business owners become successful enterprises and help them navigate constantly evolving regulatory environments. TyJuan is dedicated to his community by serving as past member on the Board of Governors of the Indiana State Bar Association and the advisory board for the Truman State University School of Business. TyJuan is a graduate of Truman State University, Drake University School of Law, and the University of Denver Sturm College of Law.

Listen to this informative Better Business, Better Life episode with TyJuan Garrett about passion and career success.

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

● TyJuan highlights the importance of integrating passion into one's career. By aligning your values with your work, you not only enjoy what you do but also find it easier to navigate challenges and stay motivated.

● TyJuan advises aspiring professionals to start early investments in their careers. Building a strong foundation and continuously investing in your skills and knowledge can set you up for long-term success.

● A recurring theme in TyJuan's advice is the emphasis on believing in oneself. Confidence in your capabilities, coupled with a strong belief in your business model, can help you weather the highs and lows that come with any career journey.

Connect with TyJuan:

LinkedIn: https://www.linkedin.com/in/tyjuan-garrett-8031718/

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 48 Seizing Opportunities: The Key to Industry Adaptability and Growth with Zachary Gordon

Zachary Gordon is the founder of Red Five Services. He is a CPA with over fifteen years of professional experience across multiple industries and functions. He serves as the fractional CFO, strategic and tax advisor for a portfolio of crypto, cannabis and tech companies.

Zach focuses on tax planning and optimization, financial modeling and advisory services, business structuring and transaction support. He has also advised clients in the real estate, healthcare, nonprofit, fintech, media and consumer goods sectors.

Listen to this informative Better Business, Better Life episode with Zachary Gordon about growth and change

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

• Zachary's career trajectory was shaped by being in the right place at the right time, speaking to the right people, and showing interest in emerging industries.

• Zachary advocates for the integration of technologies like AI and automation in accounting to revolutionize processes. He emphasizes that there is potential for growth and innovation in the intersection of accounting and emerging technologies.

• Zachary discusses the value of mentorship in personal and professional development. Learning from experienced individuals can provide insights, guidance, and support in navigating challenges and making informed decisions in one's career.

Connect with Zachary:

Website: https://redfiveservices.com/

LinkedIn: https://www.linkedin.com/in/zacharygordon-cpa/

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 47 Impactful Service Leading to Collective Growth with Eric Neumann

As a fractional CFO at New Life CFO Services, Eric provides financial and accounting leadership tools and know-how to help businesses grow and thrive. With over 30 years of experience as a CFO and SVP in various industries, Eric has a proven track record of leading M&A transactions, restructuring debt, improving cash flow, and delivering reliable forecasts.

Listen to this informative Better Business, Better Life episode with Eric Neumann about service and growth.

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

● Eric talks about his experience and the importance in unlocking hidden value in organizations.

● Eric explains that understanding a business’ numbers, balance sheets, and debt is crucial for startups to improve their financial health and prepare for growth.

● Eric discusses how lack of adequate forecasting can lead businesses into financial trouble, highlighting the importance of regular and insightful forecasting to navigate challenges.

● Eric explains the ability to tell compelling stories with numbers is a vital skill for CFOs to convey financial insights effectively, keep stakeholders informed, and engage key employees in the business's long-term vision.

Connect with Eric:

Website: https://newlifecfo.com/

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

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 46 Faith-Driven Legal Collaboration for Client Success with Chris Nudo

Ever since earning his J.D. in 1993, Chris understood that being an attorney was about more than just memorizing facts, shuffling quickly from client to client, or winning cases at any cost. Instead, for Chris, the practice of law is about people. More specifically, it’s about faith in people and faith in God. Influenced by his Christian faith, Attorney Nudo endeavors to practice law in a Christ-honoring way that provides attention and care to each one of his clients.

Christopher S. Nudo’s primary areas of practice are wills, trusts, business succession, loan documentation, real estate transactions, and not-for-profit law and church ministry. Mr. Nudo also takes pride in assisting local ministries and charities with their legal needs, including biblical counseling and financial consulting based on biblical principles. He welcomes phone calls from all areas of legal and non-legal concerns and is open to help those in need when it is possible to do so. Chris strives to provide not only the best legal advice he can provide, but also faith-filled compassion and concern for his clients on a personal level.

Listen to this informative Better Business, Better Life episode with Chris Nudo about client relationships.

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

● Chris highlighted how his Christian faith grounds his practice of law. By integrating his beliefs into his work, he can offer genuine and trustworthy legal advice while also caring for his clients on a personal level.

● Chris's perspective on success being measured in every moment of life resonates deeply. By focusing on the small victories and daily accomplishments, we can find fulfillment and purpose in our endeavors.

● Chris's biggest challenge of stepping back to allow his team members to shine is a testament to his commitment to their growth and empowerment. Fostering a supportive and nurturing culture within his firm enables his team to thrive and contribute to the collective success.

Connect with Chris:

Website: www.nudo.net

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

FaceBook: https://www.facebook.com/chrisnudolaw

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

YouTube: https://www.youtube.com/@chrisnudolaw

Connect with Terry:

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

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

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