Better Business, Better Life

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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Better Business, Better Life: Building on Your Success with Terry DuPont Episode 059 Have A Team Invested In Your Success with Sherry Borshoff

Sherry Borshoff takes pride in helping business owners succeed and grow. Business owners want to hire Borshoff Consulting, to manage the unavoidable day to day requirements of bookkeeping, payroll, and taxes so they have more time to focus on growing and enhancing their business. Additionally, Sherry helps businesses run at maximum efficiency while making certain they will avoid any unpleasant tax situations which may occur. She help business owners operate their business to be the business they envision.

Listen to this informative Better Business, Better Life episode with Sherry Borshoff about building your team for success.

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

● Sherry discusses her transition into self- employment; and how a self-employed person must look at finances in a more creative way.

● Sherry explains the importance of reaching out for help and communicating with your financial advisor and accountant is you think something may be wrong with your finances – especially as a business owner.

● Sherry and Terry agree that you must have a good team invested in your success: lawyer, financial advisor, accountant.

Connect with Sherry:

Website: https://borshoffconsulting.com/

LinkedIn: https://www.linkedin.com/company/borshoff-accounting-llc/?viewAsMember=true

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

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 057 Personal and Business Planning: Protecting Clients' Interests with Dave Ison

Dave has provided customized, personal, and business legal services for over three decades. Whether you are estate planning, business planning, or wealth building and maintenance, you can feel confident knowing your concerns will be addressed by someone who has “been there and done that” successfully for many others on many different occasions.

As a graduate of The Ohio State University and Capital University Law School, Dave was sworn into the bar in the State of Ohio, and all federal courts in Ohio, including the 6th Circuit Court of Appeals and the United States Supreme Court. In the mid-1980s, Dave focused mainly on litigation, both defense and plaintiff work. However, his primary focus shifted toward personal and business planning in the mid-1990s. While still engaged in both plaintiff and defense business litigation, the practice expanded its focus in the areas of personal estate and business planning and protection and assisting in client’s wealth building and management.

Listen to this informative Better Business, Better Life episode with Dave Ison about personal and business planning.

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

● Dave transitioned from litigation to focusing on personal and business planning, which had a significant impact on his practice. Initially, he enjoyed litigation work, but when he started getting involved in small business planning, he found a passion for strategic planning and creating a protective environment for clients. This led him to start his own firm, where he focused on transactional work, business structure planning, and estate planning.

● Dave recognized the importance of treating small businesses differently and ensuring succession and value for future generations. Now, his niche is providing planning services for individuals and businesses, including estate plans and asset protection plans.

● Recognizing the importance of knowing your limits and seeking help when necessary, Dave emphasizes the need to bring in someone else who has the necessary expertise when faced with unfamiliar situations.

● Succession Planning and Passing on the Practice is crucial for Dave's law practice. He is now working with third-generation clients and his son, Grant, has taken on a more prominent role in the firm. Dave emphasizes the importance of training and preparing successors for a smooth transition and continuation of the practice.

Connect with Dave:

Website: www.ison.law

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

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

Connect with Terry:

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

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

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Listen to this informative Better Business, Better Life episode with Robert and Kimberley Raimondo about AI and navigating industry changes.

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

● Robert and Kimberley emphasize the importance of staying informed and collaborative to navigate industry changes successfully. Creating an environment where advisors can bring new ideas and resources is highlighted as a way to stay ahead of the industry. The critical intersection of humans and technology Kimberley emphasizes that asset managers and advisors will not be replaced and the intersection of humans and technology is critical. Adaptation and innovation are both necessary to better serve clients and drive change in the industry.

● Kimberley emphasizes the need to make informed decisions for clients and not simply follow trends. Embracing change is inevitable and, when done responsibly, can lead to better outcomes for clients. The goal is to find ethical and responsible ways to take advantage of these changes and drive innovation in the industry.

● Robert and Kimberley explain, in the world of finance, the intersection of humans and technology is increasingly critical. Change is inevitable, and businesses should not shy away from it. By embracing technology responsibly, businesses can better serve clients and advance their goals.

● Robert and Kimberley discuss how AI Managed Portfolios revolutionize the investment industry by using artificial intelligence and ensemble methodologies to predict stock performance and build consensus among fund managers. This innovative approach, pioneered by a fintech firm with expertise in AI, allows for a more accurate predictive engine. By analyzing the high conviction overweights of different mutual fund managers daily, AI Managed Portfolios identify consensus and construct portfolios based on these insights. The result is increased performance and reduced downside risk.

Connect with Robert and Kimberley:

https://redwoodprivatewealth.com

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 056 Empowering Clients Through Personalized Insurance Solutions with Linda Jackson

Linda is licensed in Indiana, Ohio, and Nevada. In 1978 she joined her father-in-law, Forrest Jackson, in his agency, Forrest N. Jackson Insurance, Inc. Forrest started his agency in 1955 and proudly served Shelter since 1970 up to his death. Linda considers it a privilege to have worked with him. She feels fortunate to have had both her son & daughter work with her in my agency for many years. Her son has gone on to be a Shelter district manager in Cincinnati, Ohio while her daughter, who has her master’s degree, decided to pursue her calling of helping families with disabled members. Linda is married with two children, and five grandchildren.

Listen to this informative Better Business, Better Life episode with Linda Jackson.

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

Linda discusses her motto of treating others the way she would like to be treated. This principle has not only guided her interactions with clients but also influenced her approach to training her staff. By focusing on the well-being of her clients rather than solely on monetary gains, Linda has established herself as a reputable and trusted insurance agent.

Linda emphasizes the importance of conducting annual reviews to ensure personalized attention and appropriate coverage. This strategy allows clients to ask questions and address concerns they may not have thought of otherwise, fostering a deeper understanding of their needs.

Linda's advice on staying ahead in the insurance industry includes continuous education, networking with other agents, and keeping abreast of industry trends. By adapting to changes in the industry and proactively seeking knowledge, she has been able to provide top-notch service to her clients.

Connect with Linda:

Website: https://www.shelterinsurance.com/CA/agent/LINDAJACKSON

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

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 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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