Isaiah Fritz

– Better Business, Better Life: Building on Your Success with Terry DuPont Episode 041: Your Team is Your Greatest Asset with Isaiah Fritz

Isaiah is a 23-year-old founder of Online Selling Partner, a company partnering with major brands to control and grow their brand on Amazon and beyond! Located in Southern Indiana 7 miles north of Louisville KY.

Listen to this informative Better Business, Better Life episode with Isaiah Fritz

about online selling and working with your team.

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

● Isaiah explains how and why he started his online company and how it helps his clients.

● Isaiah discusses that people can make or break or your business.

● Isaiah believes the key to success is enriching another’s life.

Connect with Isaiah:

https://www.linkedin.com/in/isaiah-fritz/

https://twitter.com/IsaiahFritzOSP

onlinesellingpartner.com

Connect with Terry:

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

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

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Jody Grunden

– Better Business, Better Life: Building on Your Success with Terry DuPont Episode 040 Success is A Journey, Not A Destination

Jody Grunden, Partner at Anders CPAs + Advisors, is an accounting visionary with over 20 years of experience. Jody co-founded Summit CPA Group, a trailblazing firm that pioneered fully distributed operations--making it the first fully distributed accounting firm in the country--and became the top provider of Virtual CFO Services in North America. In 2022, Summit joined forces with Anders CPAs + Advisors, rebranding as Summit Virtual CFO by Anders. This merger brings numerous advantages to Anders, aligning with Jody's vision of changing the way people think about accounting. These include enhancing the "hybrid" work environment, establishing thought leadership in Virtual CFO Services, and adopting a progressive weekly subscription billing model. Summit Virtual CFO by Anders provides professional Virtual CFO Services to more than 100 companies across the United States, helping business owners dive deep into the financial side of their business to maximize profits, minimize taxes, and increase cash flow. Jody is also an industry speaker and a published author. He literally wrote the book on helping digital companies create a financial roadmap to success, Digital Dollars and Cents.

Listen to this informative Better Business, Better Life episode with Jody Grunden about success.

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

● Jody explains how he and his wife started virtual CFO services back in 2004 and how he went completely virtual in 2013.

● Jody discusses how he and his wife’s goal is to change the way people think about accounting.

● Jody tells Terry his biggest challenge is undervaluing his services.

Connect with Jody:

Website: Summit Virtual CFO by Anders (summitcpa.net)

Facebook - https://www.facebook.com/vcfobyanders

Twitter - https://twitter.com/vcfobyanders, Jody Grunden (@jgrunden) / Twitter

TikTok - https://www.tiktok.com/@vcfobyanders

Instagram- https://www.instagram.com/vcfobyanders/

LinkedIn - https://www.linkedin.com/company/1258494/admin/, (43) Jody Grunden, CPA | LinkedIn

YouTube - https://www.youtube.com/@vcfobyanders

Connect with Terry:

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

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

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John Emshwiller

– Better Business, Better Life: Building on Your Success with Terry DuPont Episode 039 Always Benefit the Client with John Emshwiller

John Emshwiller is an enrolled agent and President of Emshwiller & Emshwiller Accounting, located in Bluffton and Fort Wayne, Indiana and is the fourth generation of his family to own and operate the family business. He has 29 years of experience helping business and personal clients with their taxation, bookkeeping, and payroll needs. John specialized in small business and personal taxation and uses his knowledge, experience, and education to provide an advisory approach to each client’s unique needs.

Listen to this informative Better Business, Better Life episode with John Emshwiller

about benefitting your clients.

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

● John explains that he is an enrolled agent and what that is vs a CPS.

● John discusses that he sometimes felt pressured into the business by his family.

● John and Terry talk about the importance of always continuing to learn.

● John explains that ‘book’ situations and ‘real life’ situations are not comparable.

Connect with John:

https://emshwiller.net

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 038: The Power of Zero with David McKnight

David McKnight graduated from Brigham Young University with Honors in 1997. He has been featured in Forbes, USA Today, The New York Times, Fox Business, Bloomberg Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, Nasdaq.com, Reuters, Investor’s Business Daily, Kiplinger’s and numerous other national publications. David was a Focus Speaker at the worldwide annual meeting of MDRT in Toronto, Canada and is a multiple Top of the Table qualifier. His bestselling book The Power of Zero has sold over 400,000 copies and the updated and revised version was published by Penguin Random House in 2018. This book was recently made into a full-length documentary film entitled The Power of Zero: The Tax Train Is Coming. When his follow-up book Tax-Free Income for Life launched in November of 2020, it finished the week as the #3 most-sold business book in the world. He and his wife Felice have seven children.

Listen to this informative Better Business, Better Life episode with David McKnight about The Power of Zero.

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

● David discusses his book The Power of Zero.

● David talks about looking at the future of taxes and planning for those changes.

● David discusses his thoughts on ‘financial gurus’ – his next book.

Connect with David:

website - powerofzero.com

Twitter: @mcknightandco

Instagram: davidcmcknight

TikTok: @thepowerofzeropercent

Youtube: https://youtube.com/@DavidMcKnight

Linkedin: http://linkedin.com/in/thepowerofzero

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 037 Maximizing Business Value Through Early Planning with Bill Watson

Bill Watson has been a Financial Services professional in the Dallas Metroplex since 1985. His background is in business continuity planning, private retirement strategies and estate transfer planning. As a Registered Financial Consultant his primary focus is in assisting individuals and private business owners in the development and implement of “Safe Money Strategies” designed to protect and maximize the value of their assets for themselves and their families.

Listen to this informative Better Business, Better Life episode with Bill Watson about exit planning.

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

● Bill stresses that exit planning should start well in advance to ensure that all aspects of the business are optimized for sale. This early start allows for addressing issues like key employee retention, partner relationships, family planning, and legacy considerations.

● Bill discusses the Value Builder Scoring System. The Value Builder Scoring System was introduced as a valuable tool for assessing a business's worth and identifying strategies to enhance its value. Bill mentioned that focusing on factors like financial performance, growth potential, and customer satisfaction can significantly boost the business's overall value.

● Legacy planning emerged as a crucial aspect for business owners to ensure the fair distribution of assets, maintain liquidity, and preserve their legacy. By considering elements like key employees, partner dynamics, family planning, and heirs, business owners can secure their legacy for future generations.

Connect with Bill:

Website: https://turtlecreekfinancial.com/

S.T.O.P. PowerPoint: https://docs.google.com/presentation/d/1BP_yrgi2IGjZv9fjiGdWUCrsnp63QM5m6XJCt2Z-mVQ/edit?usp=sharing

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 036 Transforming the Auto Recycling Industry with Troy Webber

Troy Webber is the third-generation owner of Chesterfield Auto Parts, a self-service auto recycling yard with 100 employees and three locations in Richmond. His new app, Yardsmart was created to help his business and others more efficient, and increase sales margins by automating auto recycling yards. As the only one of its kind worldwide, the cloud-based software as service subscription, Yardsmart is now available for subscribers and has been awarded the Innovation in Cloud Computing Award by RVATech in Richmond in 2022, after it was beta tested for two years.

Listen to this informative Better Business, Better Life episode with Troy Webber about auto recycling.

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

● Troy discusses the auto recycling industry's move towards a self-service model that emphasizes high volume, low margin operations and prioritizes recycling materials over selling parts. This shift marks a significant change in the industry, with more recyclers opting for this strategy to boost efficiency and sustainability.

● Troy explains Yardsmart is a cloud-based software created to help auto recycling yards become more efficient, increase sales margins, and automate processes. The software aims to secure a larger share of the self-service market and stay ahead of industry changes.

● Troy understands involving employees in the software design process and recognizing the importance of modern, cloud-based solutions, Yardsmart addresses unique challenges in the auto recycling industry.

● The future growth of Yardsmart involves expanding market share in the self-service industry by adapting to emerging technologies and collaborating with other software providers to enhance customer value.

● Staying updated with technology advancements is crucial in the automotive and software sectors to meet evolving consumer demands. Incorporating feedback from employees and users, as well as constantly improving and updating software like Yardsmart, are essential strategies to ensure innovation and meet the evolving needs of the auto recycling business.

Connect with Troy:

Yardsmart Website: yardsmartapp.com

Chesterfield Auto Parts Website: chesterfieldauto.com

LinkedIn: linkedin.com/in/troy-webber

Connect with Terry:

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

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

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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 034 Work By Referral with Scott Malcolm

Creating clients for life has been Scott’s belief over his 31 years in real estate. Now working with second and third generations is very fulfilling. Scott’s bachelor’s degree in marketing, sales and promotion combined with his graduate work in architecture has served him well.

Listen to this informative Better Business, Better Life episode with Scott Malcolm about working by referral.

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

● Scott discusses the best and worst parts of working in real estate. The best part is helping find someone their ‘home.’ The worst part is the hours; making yourself available 24/7.

● Scott explains working on referrals and that referrals are based on trust.

● Scott tells Terry working in real estate you must set realistic expectations.

Connect with Terry:

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

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

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Seth Greene is the founder of how to find money for college.com, a nationally recognized college financial aid firm that cuts tuition costs an average of $19,077 per year per child.

Listen to this informative Better Business, Better Life episode with Seth Greene about qualifying for financial aid.

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

● Seth discusses his college experience and what made him want to look into college financial planning.

● Seth explains that many parents assume they can’t afford to send their kids to that dream private college; don’t assume you cannot afford a school.

● Seth points out that parents must know what their expected contribution is before they start planning.

● Seth gives a tip that is unknown to many: financial aid is negotiable

Connect with Seth Greene:

Website: www.FindMoneyforCollege.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 032 Learn By Doing with Todd Kotler and Jamie Haren

Jamie began practice with Gruber, Haren, Thomas & Co., the predecessor to Arnold, Gruber & Haren, Ltd., in November of 2010. Jamie was named a Principal of the firm in July of 2015 and Managing Partner in January of 2022. Todd is a general practice attorney with focuses in family relations law, civil and criminal litigation and education law.

Listen to this informative Better Business, Better Life episode with Todd Kotler and Jamie Haren about continuing to learn and learning by doing.

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

● Jamie and Todd explain that conveying information the client can understand can be a challenge.

● Jamie and Todd talk about the importance of learning by doing and learning by making mistakes – and you must get comfortable with being uncomfortable.

● In their line of work, like most, Jamie and Todd say, you must take the work seriously, but don’t take yourself too seriously.

Connect with Jamie and Todd:

Website: https://www.aghattorneys.com/

LinkedIn: https://www.linkedin.com/company/arnold-gruber-haren-attorneys-at-law/

Jamie LinkedIn: https://www.linkedin.com/in/jamie-haren-862a8b294/

Todd LinkedIn: https://www.linkedin.com/in/toddkotler/

Connect with Terry:

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

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

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