Grow Your Business and Grow Your Wealth

Struggling to find the right talent for your business? Discover hiring secrets from Steve Rothberg, founder of College Recruiter, as he shares innovative strategies to attract and retain top early-career candidates, streamline your recruitment process, and make smarter hiring decisions for long-term success. 

In this insightful episode, Gary Heldt speaks with Steve Rothberg, founder of College Recruiter, a niche job search site connecting employers with candidates with zero to five years of experience. Steve shares the journey of College Recruiter from its beginnings as a print publication to becoming an online job board that emphasizes cost-per-click and cost-per-application pricing models. Together, they dive into strategies and best practices for small businesses looking to make smarter hiring decisions.

Key Takeaways:

Quote of the Episode: "Perfection is the enemy of progress. When hiring, aim for progress by understanding that not all applicants will be a perfect fit – but some will add real value."

How to Reach Steve Rothberg: Find Steve on LinkedIn by searching “Steven Rothberg” or email him directly at [email protected].

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Are you tired of the high costs and inefficiencies of traditional accounting services? Discover how Dr. Ryan Moriarty is leveraging technology to revolutionize bookkeeping and tax preparation for entrepreneurs.

In this episode, Gary Heldt interviews Dr. Ryan Moriarty, President of Done For You Tax, a company that offers cutting-edge tax and bookkeeping services at a fraction of the traditional cost. With a background in Computer Science, Ryan brings a unique tech-savvy approach to financial management. Learn how his company empowers small business owners by simplifying the bookkeeping process, reducing costs, and offering innovative tax strategies. From his base in Puerto Rico, Ryan shares insights on the future of tech-driven accounting and how small businesses can benefit from his services.

5 Key Takeaways:

Quote 1:

"People say you can't be the fastest, the best, and the cheapest—but we’ve proven them wrong." – Ryan Moriarty

Quote 2:

"I want to disrupt this market because I know it can be done, and there are so many small business owners who need that extra help." – Ryan Moriarty

How to Reach Ryan Moriarty:

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How do you balance the legacy of a family business while embracing innovation and new trends? Rustin Yasavolian, a second-generation owner of Masina Diamonds, shares his journey in running a family-owned jewelry business and the challenges of taking over from his father.

In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt interviews Rustin Yasavolian, who took over Masina Diamonds, a business his parents started in 1984. Rustin talks about the challenges of succeeding in a family business, how he balances honoring his father's legacy with introducing modern innovations like technology and social media, and the importance of setting boundaries to preserve both business and family relationships. He also discusses his plans for expanding the business while maintaining its high-quality customer service.

Key Takeaways: 

✅ Rustin learned the value of hard work and patience through his experience starting from the bottom in the family business.

✅ Technology integration, including new inventory systems, has been a game-changer for improving efficiency and data tracking.

✅ Family dynamics in business can be tricky, but setting clear boundaries is essential for preserving relationships.

✅ Rustin emphasizes the importance of leveraging social media for branding and engaging a larger audience.

✅ Succession planning and teaching family members through hands-on experience are key strategies Rustin uses to prepare for the business’s future.

Quote:

How to Reach Rustin: You can learn more about Masina Diamonds and reach Rustin through their website: Masina Diamonds.

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Are you ready to scale your business with cutting-edge technology? Discover how Ingennicom helps businesses streamline operations and future-proof their growth.

In this episode, Gary Heldt interviews Maureen Edwards, the founder and CEO of Ingennicom. Maureen shares her insights on how businesses can scale effectively by leveraging technology solutions, such as AI, to enhance efficiency and operations. With over 12 years of experience, Maureen discusses how Ingennicom empowers companies to overcome challenges associated with growth by providing tailored technology strategies. She also introduces Ingennicom's new AI Empowerment Solutions division. She addresses the common fear that AI will replace jobs, assuring listeners that AI can enhance business operations, not replace human input.

Key Takeaways:

✅ Ingennicom focuses on scaling businesses through tailored technology solutions that support sustainable growth.

✅ The Fourth Industrial Revolution is here, and businesses need to adapt quickly to maintain their competitive edge.

✅ Maureen's AI Empowerment Solutions division offers re-skilling programs to help individuals and businesses embrace AI.

✅ Stay ahead of the competition in the future to meet your unique needs.

Quote:

"AI isn’t here to replace you—it’s here to collaborate with you, making your business more efficient and helping you grow." — Maureen Edwards

How to Reach Maureen:

You can connect with Maureen Edwards and learn more about Ingennicom's technology solutions at https://www.ingennicom.com.

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Is your business legally prepared for success? Find out the essential steps to protect your business from common legal mistakes.

In this insightful episode, Gary Heldt interviews Hillary Johns, managing partner of Hillary Johns Trial Lawyers, with offices in Beverly Hills, the Bay Area, and New York City. With over 100 civil trial cases under her belt, Hillary shares her extensive knowledge in business law, intellectual property, defamation, media law, and employment law. She emphasizes the importance of regularly reviewing business contracts, having proper insurance, and ensuring compliance with evolving regulations. Hillary also discusses how businesses can avoid expensive legal issues by taking proactive measures and building a solid relationship with legal counsel.

Key Takeaways:

📝 Regularly Review Contracts: Ensure business contracts are updated and compliant with current laws.

💼 Stay Insured: Understand what your business insurance covers, and don’t assume everything is included.

⚖️ Develop a Legal Relationship: Find an attorney you can consult regularly to address legal questions.

💻 Protect Your Online Presence: Be mindful of your digital footprint and make sure your website is ADA-compliant.

📜 Understand Contract Details: Initial every page of your contracts and verify their content before signing.

🏷️ Be Careful with Arbitration: Arbitration can be expensive for small businesses, so consider mediation as a first option.

🔍 Do Your Due Diligence: Ensure that vendors and service providers are properly insured and licensed before signing agreements.

Quote from Hillary Johns:

“Taking the time to prevent legal issues can save your business a lot of trouble and money in the long run.”

Reach Out to Hillary Johns:

Website: https://www.hillarytriallawyers.com/

Email: [email protected]

Phone: (210) 492-4009

Make sure to mention that you listened to Gary’s podcast for special insights!

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Are you relying on your business as your sole retirement plan? Discover why diversification is critical to financial security and how to build a wealth strategy that works beyond your company.

In this episode, host Gary Heldt interviews Jake Falcon, founder of Falcon Wealth Advisors. Jake discusses the importance of financial planning for business owners, especially those nearing retirement. He shares insights on why it’s risky for business owners to rely solely on selling their business as their retirement strategy and highlights the value of diversifying wealth early on. Jake also covers tax planning, risk management, and how his team approach at Falcon Wealth Advisors helps clients navigate complex financial landscapes.

✅ Key Takeaways:

Diversification is critical: Don’t rely solely on your business sales for retirement. Start planning and saving independently to secure your future.

Get a business valuation early: Independent valuations help owners understand their company’s worth and identify improvements for a smoother exit strategy.

Financial literacy matters: Jake emphasizes educating yourself on tax planning, investment strategies, and exit planning.

Build a team: Surround yourself with professionals like wealth advisors, CPAs, and attorneys to ensure a holistic approach to your financial well-being.

Proactive planning: Regularly meet advisors to adjust your strategies based on changing tax laws and financial goals.

How to Reach Jake Falcon:

Email: [email protected]

Website: falconwealthadvisors.com

Book: Retiring Right: Smart Steps for Exiting Corporate America, available on Amazon.

Podcast: Upticks on YouTube, Apple Podcasts, and Spotify.

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What does it take to grow a family business into a global enterprise and successfully pass it on?

In this episode of Grow Your Business & Grow Your Wealth, guest host Danny Bullock interviews Jim Nooney, former CEO and owner of Nooney Controls Corp. Jim shares his inspiring story of transforming a small, family-run business into a global player in the industrial control valve industry. He discusses the importance of finding a business niche, taking calculated risks, and the leadership transition when it is time to sell the company. Jim offers actionable insights on building a solid team, managing international growth, and ensuring a smooth transition for future success.

📌 Key Takeaways:

🎯 Finding a niche is essential: Jim's business flourished when he focused on selling to Original Equipment Manufacturers (OEMs) in specialized industries.

💼 Preparation is key when selling a business: Proper planning and aligning the right buyer who understands your business model can ease the transition.

🤝 Teamwork drives success: Building a capable team and delegating responsibilities are crucial for scaling a business and preparing for its eventual sale.

🚀 Calculated risk-taking: Taking strategic risks was fundamental to Jim’s company expanding globally, opening doors to international markets.

🌱 Transitioning with stewardship: Jim's mindset of stewardship over ownership allowed him to lead effectively and transition smoothly when the time came to sell.

💬 Quote from Jim Nooney:

"At the end of the day, it’s not about being the owner—it’s about being a steward, ensuring the business thrives beyond you."

📞 How to Reach Jim Nooney:

For more insights and to connect with Jim, visit his LinkedIn profile here.

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Have you ever wondered what it takes to manage family wealth across generations? This week, on Grow Your Business & Grow Your Wealth, host Gary Heldt and guest Elliot Kallen, CEO of Prosperity Financial Group, will discuss the strategies behind creating and sustaining generational wealth.

Elliot Kallen, the CEO of Prosperity Financial Group, shares his journey from entrepreneurship to wealth management. With a strong focus on family wealth, Elliot discusses the challenges of business succession, financial literacy, and ensuring the next generation is prepared to inherit and grow family wealth. 

Key Takeaways include" 

💼 Challenges in business succession and preparing the next generation to inherit and grow family wealth.

💡 The importance of financial literacy in family wealth management.

💖 Emotional aspects of managing wealth within families, including personal experiences.

🌟 Elliot's journey led to the founding of A Brighter Day, a foundation addressing teen stress and depression.

🏛 Insights on how business owners and high-net-worth families can protect and manage their legacies.

Quote:

“Family wealth is not just about what you leave behind financially; it's about how you prepare your family to handle it with wisdom and care. Planning ensures your wealth becomes a lasting legacy, not just a windfall.”

How to Reach Eliott:

Website: Prosperity Financial Group

Email: [email protected]

Phone: +1 510-206-1103 (West Coast Time)

Foundation Website: A Brighter Day – Helping teens and their families deal with stress and depression to prevent teen suicide.

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Are you ready to discover how holistic coaching can transform not just your business, but every aspect of your life?

In this episode, Gary Heldt sits down with Charles Rose, an executive coach with over 25 years of experience. Charles shares his journey from software developer and business owner to becoming a transformative coach who focuses on the holistic development of tech CEOs and leaders. He highlights the importance of addressing seven key areas of life—physical, mental, spiritual, emotional, financial, relationships, and career—to achieve sustainable personal and professional growth. Charles emphasizes the power of self-awareness and emotional clarity as key factors in leading a successful and fulfilling life.

Key Takeaways:

✅ Business success is deeply tied to personal development and self-awareness.

✅ Denial of personal challenges often hinders both personal and professional growth.

✅ Emotional and spiritual clarity can significantly enhance decision-making and leadership skills.

✅ Holistic coaching addresses seven critical areas of life, ensuring well-rounded growth.

✅ Investing in self-care is essential for maintaining long-term success in business.

Quote from Charles Rose:

"You're more capable than you realize. You're better than you think, and you are completely lovable and deserving of success."

How to Reach Charles:

You can connect with Charles Rose through his website at www.charlesrose.coach. Book a session or send him a message to learn more about his holistic coaching approach.

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How can effective trust and estate planning secure your business and personal assets for future generations?

In this episode, Gary Heldt sits down with Regine Francois Williams, founder and Managing Partner of Francois Williams Legal LLC, to dive deep into the complexities of trust and estate planning. Regine discusses the importance of estate planning, debunks myths surrounding trusts, and shares valuable insights on business succession. From tax implications to incapacitation planning, this episode provides a wealth of knowledge for business owners who want to protect their assets and ensure a smooth transition for their businesses and families.

Key Takeaways:

✅ The importance of setting up both personal and business estate plans to avoid future complications.

✅ Revocable trusts offer flexibility and can be amended or terminated during the grantor's life.

✅ Irrevocable trusts are great for complex tax planning but limit asset control.

✅ Business owners should have a clear succession plan to prevent their businesses from falling apart in the event of incapacity or death.

✅ Trusts are essential for managing assets across multiple states and minimizing probate issues.

Quote:

“Planning is something we all need to take seriously. It could be a slight moment of incapacity, but everything could fall apart if there’s no plan.” - Regine

"An unfunded trust is meaningless. It’s like putting your most important file through the shredder." - Regine

How to Reach Regine:

You can connect with Regine Francois Williams through her website at www.fwilliamslegal.com, or find Francois Williams Legal on Instagram, Facebook, and LinkedIn.

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