In this episode, host Catherine Tindall, CPA (Dominion), is joined by Steven Taylor, CFP® and Attorney, to demystify the transition process for financial advisors moving from the Independent Broker-Dealer (IBD) model to a Registered Investment Advisor (RIA) structure.

Catherine Tindall is a Certified Public Accountant and Partner at Dominion Enterprise Services. She focuses on helping business owners optimize their tax strategies to maximize profitability and reduce liabilities. Catherine’s expertise spans across industries, with a keen focus on leveraging the latest tax regulations to benefit her clients.

Relevant Links

Dominion Enterprise Services Website

[IRS Guide on Employee Retention Credit](https://www.irs.gov/coronavirus/employee-retention-credit#:~:text=Check your eligibility for the credit,-ERC Eligibility Checklist&text=The credit is available to,when the business impacts occurred.)

Merited Wealth Website

Guest and Host Information

Guest: Steve Taylor – LinkedIn

Guest Host: Catherine Tindall, CPA – LinkedIn, Firm Profile

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Hello Friends! Welcome to another episode of the Do It For Yourself Podcast. I’m your host, Steve Taylor, here to bring you conversations packed with valuable insights for your business and personal growth. If you’re new here, welcome! And if you’re a returning listener, thank you for your support.

Today, I’m thrilled to introduce John Dwyer, or “JD,” the creative force behind the Institute of WOW. Known as a “direct response customer attraction expert,” JD’s approach centers on creating powerful “wow” moments that captivate and convert. He’s the mastermind who famously brought Jerry Seinfeld out of retirement to lead an iconic “free vacation” home loan campaign for Australia’s Greater Building Society—a campaign that broke records and is still legendary in the industry.

With a client roster including Disney, KFC, and 7 Eleven, JD’s expertise in incentive-based marketing on platforms like Facebook, Instagram, and YouTube has helped businesses of all sizes bring in waves of new customers. His incentive packages—from fuel savings to free vacations—are tailored to attract specific audiences and amplify revenue.

In this episode, JD shares his journey from advising global brands to helping small and medium-sized businesses create “wow factors” that drive success. We unpack the difference between networking and marketing, the importance of finding a profitable audience, and JD’s direct response tactics that deliver real results. Whether you’re a seasoned business owner or just starting out, JD’s insights offer practical advice that will transform your marketing approach.

This episode is a goldmine for entrepreneurs and service-based business owners looking to attract the right customers without getting lost in the complexities of marketing. Enjoy, and if you like what you hear, don’t forget to subscribe for more insights and inspiration to fuel your journey!

Host: Steve Taylor, Founding Advisor at Merited Wealth

Guest: Andrew Adams, Practice Leader of Labor and Employment at Darrow Everett

Episode 48 Summary

In this episode, Steve Taylor dives into a detailed conversation with Andrew Adams, an experienced attorney specializing in labor and employment law. Together, they discuss the complexities surrounding non-compete agreements, the implications of the Federal Trade Commission’s (FTC) proposed rule changes, and how these changes may affect both employers and employees. Andrew shares valuable insights on what makes non-compete agreements reasonable, when they might be considered overreaching, and how non-solicit clauses fit into the broader legal framework.

Content Warnings

Discussion of legal and employment practices

Mentions of Labor Law Nuances

Guest Bio

Andrew Adams is a seasoned attorney with a robust background in labor and employment law. After earning his undergraduate degree in marine biology, he served in the Navy and worked in law enforcement while attending law school.

He has extensive experience representing both employer and employee interests and currently leads the labor and employment practice at Darrow Everett.

Key Points

Main Topics Discussed

Relevant Links

FTC Press Release on Proposed Rule Change

Legal Resource on Non-Compete and Non-Solicit Clauses

Merited Wealth Website

Guest and Crew Information

Host: Steve Taylor – LinkedIn

Guest: Andrew Adams – LinkedIn, Firm Profile

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In this latest episode, Steve Taylor interviews Amy Refeca, who shares her unexpected career pivot from a high-pressure big law firm to founding Atlanta Wills and Trust Law Group.

Amy opens up about her journey from feeling like the "Cheaper Chicken" in a demanding profession to finding fulfillment as a "Happy Hen" in estate planning. Discover how she transformed her career without leaving the legal field, embracing work-life balance and personal happiness. This episode is perfect for anyone considering a career change or seeking inspiration for finding joy in their work!

Timestamps:

00:00- Introduction What drove her to leave big law behind?

02:30- Amy’s Start in Law

10:15- The Big Law Rollercoaster

18:45- Switching Gears to In-House Counsel

25:00- The Health Wake-Up Call

32:20- Finding Fulfillment in Estate Planning

40:00- Could this be your sign to make a change?

43:07- How can you align your career with what makes you happy?

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https://atlantawillsandtrusts.com/

https://www.instagram.com/atlwillsandtrustslawgroup/

https://www.facebook.com/atlwillsandtrustslawgroup/

Welcome to the Merited Wealth channel!

In this episode of the Do It For Yourself podcast, Nina Cooke takes us through her journey of personal and professional transformation. From founding a successful six-figure personal shopping business to battling deep-rooted fears and limiting beliefs, Nina shares how she eventually broke free and discovered her true potential.

Timestamps:

00:00 - Transitioning from Corporate Life to Entrepreneurship for Nina.

https://linktr.ee/meritedwealth

🙌Nina Cooke

#overcominglimitingbeliefs #personalgrowth #mindsetshift #businessgrowth #selfconfidence #entrepreneurjourney #resilience #selfhelp #businesssuccess #personaldevelopment #confidencebuilding #successmindset #meritedwealth #wealthbuilding #doitforyourself

In this episode of the Do-It-For-Yourself podcast, host Steve Taylor interviews financial advisor Eric Negron to reveal the dangers of DIY estate planning. From relying on generic templates to missing crucial legal details, Eric explains why attempting estate planning without professional guidance can lead to costly mistakes.

Learn why personalized, attorney-guided estate planning is crucial to ensuring your assets are protected and your wishes are honored. Eric also highlights how financial advisors can strengthen relationships with their clients by engaging in meaningful estate planning discussions and leveraging modern technology.

Timestamps:

Avoid costly mistakes—watch now to learn how to protect your legacy with professional estate planning!

#EstatePlanning #FinancialAdvice #AttorneyHelp #LegacyPlanning #DIYMistakes #FinancialAdvisor #ProtectYourAssets #FamilyWealth #AvoidCostlyErrors #LegalAdvice

In this insightful episode, financial adviser Matthew Jarvis shares the game-changing impact of mastering your craft. Through his podcast, "The Perfect RIA," Jarvis discusses how focusing on expertise and collaboration has not only transformed his financial practice but also led to personal growth and stronger professional relationships. Discover how becoming an expert can elevate your career and business, and learn the key strategies that have propelled Jarvis to success.

Join Rob Brown as he shares his journey from a successful financial advisor to a dedicated coach. In this video, Rob discusses how his natural talent for mentoring evolved into a full-time coaching business. He provides insights into balancing a financial advisory practice while gradually transitioning into entrepreneurship.

Rob’s unique background as an advisor enhances his ability to coach effectively, helping others navigate their own career transitions. This video is perfect for anyone interested in entrepreneurship, coaching, or making a career shift.

Timestamps:

0:00- Introduction

2:30 - Starting as a Financial Advisor

6:45 - Transition to Management Roles

10:15 - Growing Passion for Coaching

13:20 - Balancing Advising and Coaching

17:55 - Deciding to Fully Commit to Coaching

22:10 - Challenges of Transitioning Careers

25:35 - Benefits of an Advisory Background in Coaching

28:10 - Final Thoughts and Advice

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Discover the crucial FAFSA updates for 2024 with expert insights from Peg Keogh! 🎓

In this video, we dive into the latest changes impacting the FAFSA application process, including important tips for parents and students navigating college financial aid. Don't miss out on essential advice that could help you secure the best aid package for the upcoming academic year.

👉 Key topics covered:

Major FAFSA changes for 2024

0:00 - Introduction

1:05 - Major FAFSA Changes

2:15 - Tech Glitches & Delays

3:40 - Submission Problems

5:25 - Impact on College Aid Packages

7:00 - FAFSA Timeline

8:30 - New Student Aid Index

9:50 - Divorced/Separated Parents

11:10 - Business Owners

12:30 - Families with Multiple Students

14:08 - Challenges & Solutions

Don't Miss These Key FAFSA Updates for College Aid 2024 with Peg Keough

In this episode, we dive into the latest changes in SAT and college admissions tests that every student and parent needs to know. As testing requirements shift and competition increases, staying informed is crucial for success.

We discuss the reintroduction of testing mandates at major universities, the impact of digital testing formats, and how to best prepare for these challenges. Whether you're aiming for top schools or navigating the complexities of financial aid, this episode will provide you with the insights you need to stay ahead. Don't miss these essential updates!

Timestamps:

0:00 - Introduction and Welcome Back

1:20 - Overview of Changes in College Admissions

2:45 - The Shift Back to Testing Requirements

5:10 - FAFSA Delays and Impact on College Decisions

7:00 - Increasing Difficulty in College Admissions

9:25 - The Introduction of the CLT Exam in Florida

11:15 - SAT Goes Digital: What Students Need to Know

13:40 - Managing Expectations and College Application Strategies

15:05 - Encouragement and Final Thoughts on Navigating the Process

Are You Ready for the New SAT and College Admissions Tests? Here's What You Must Know!