Grow Your Business and Grow Your Wealth

In this replay of the Grow Your Business and Grow Your Wealth podcast, host Gary Heldt welcomes Ashley Tison, Esq., the founder of OZPros, a prominent Opportunity Zone consultancy. Ashley is a highly regarded consultant and attorney specializing in Opportunity Zones, tax-advantaged structures, and investment strategies. With extensive experience advising commercial property investors, family offices, investment advisors, and high-net-worth individuals, Ashley provides valuable insights on maximizing tax savings in real estate investments, optimizing the positive community impact of projects, selecting investment strategies, and navigating relevant regulations.

During this episode, Ashley and Gary discuss various topics related to opportunity zones, providing listeners with informative and beneficial insights. Some of the key points covered in this replay include:

Connect with Ashley Tison:

Connect with Gary Heldt:

Tune in to this replay of the Grow Your Business and Grow Your Wealth podcast, featuring Ashley Tison, to gain valuable insights into opportunity zones and discover strategies for maximizing your tax savings in real estate investments. Don't miss out on this informative episode!

Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode 147 of the Grow Your Business & Grow Your Business podcast, host Gary Heldt interviews John Greer, a certified exit planning advisor, who shares his experience and expertise in planning for a successful business exit. John discusses his background and how he got into the business of exit planning. He also talks about common mistakes that business owners make and the three-pronged approach to exit planning. 

🔑 Key Takeaways:

✅ Common mistakes that business owners make include not starting the exit planning process early enough, not seeking professional help, and not having a sellable business.

✅ The three-pronged approach to exit planning includes financial planning, tax planning, and estate planning.

✅ It is important to get a formal valuation and understand the components that contribute to a successful exit.

✅ John's book, "The Exit Plan," is a great resource for business owners who want to learn more about exit planning.

✅ John invites listeners to reach out to him for a virtual coffee conversation to discuss their exit planning needs.

👍 Overall, this episode provides valuable insights and practical tips for business owners who are planning for a successful exit. John's expertise and experience make him a great resource for anyone who wants to ensure a smooth and profitable exit from their business.

John Greer is a seasoned entrepreneur and business owner specializing in exit and succession planning, assisting other business owners to incorporate these strategies. With a passion for helping owners exit on their terms, he emphasizes eight key drivers to build greater transferrable value. John grew his family business over 10x before selling it to a private equity-backed buyer and founded the Exponential Impact Group to educate and empower business owners nationwide in incorporating exit planning for fulfilling lives beyond entrepreneurship.

Learn more about your ad choices. Visit megaphone.fm/adchoices

✅ Join Gary Heldt, host of Grow Your Business & Grow Your Wealth, as he dives into branding, marketing, and strategic growth with special guest Maureen Edwards, founder of Eight Simple Steps. With a strong background in corporate and entrepreneurial ventures, Maureen helps entrepreneurs and business owners navigate the complexities of branding and marketing for sustainable growth.

Maureen shares her journey from corporate to entrepreneurship and highlights the need for identifying strengths and seeking expertise. She emphasizes the significance of building a solid brand foundation and crafting a customer-centric message. Maureen provides practical advice on scaling businesses and nurturing existing customers.

✨ Key Takeaways:

✅ Transitioning to entrepreneurship: Maureen shares her experience and challenges of leaving a corporate career to start a business.

✅ Leveraging expertise: Focus on strengths and seek help in areas of weakness for business success.

✅ Importance of branding: Build a strong brand foundation before implementing marketing strategies.

✅ Differentiating branding and marketing: Branding is the science behind the scenes, while marketing is the tactical aspect that utilizes branding.

✅ Scaling and growth: Expand offerings while maintaining consistent branding. Nurture existing customers for business growth.

✅ Seeking customer feedback: Proactively ask for feedback to improve branding and marketing strategies.

✅ Advice for aspiring entrepreneurs: Test business ideas while keeping a day job for financial stability and confidence-building.

✅ Customer retention: Prioritize nurturing existing customers for continued growth.

✅ Seeking expert guidance: Maureen offers expertise in messaging, branding, and marketing strategies to support entrepreneurs and business owners.

Get in touch with Maureen:

LinkedIn: https://www.linkedin.com/in/maureenedwards2/

https://www.facebook.com/startandstayinbusiness

https://www.youtube.com/channel/UCPuNduWurW58mKkRm-QJ3eA/videos

https://www.youtube.com/channel/UCPuNduWurW58mKkRm-QJ3eA/videos

[email protected]

Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you tired of feeling overwhelmed by your business tasks and struggling to find balance in your life? Discover the secrets to simplifying your life, boosting productivity, and achieving long-term success as Gary Heldt interviews Barbara Trapp, a Certified Professional Organizer® and Productivity Coach, on this episode of "Grow Your Business & Grow Your Wealth." 

🎧 Listen to uncover valuable strategies that will transform the way you run your business and manage your time.

Barbara Trapp is a Certified Professional Organizer® and Productivity Coach with over 15 years of experience in Human Resources, Training and Development, and Process Improvement. She holds specialist certificates in Residential Organizing, Life Transitions, and Workplace Productivity. Barbara is also a Certified DISC & Driving Forces Facilitator and a Full Focus Planner Certified Pro. She founded Zen Your Den to help individuals and businesses optimize their environments and routines, reduce clutter, and increase productivity.

🗝 Key Takeaways

✅ Effective planning systems can significantly improve productivity and time management, such as using a hybrid approach of paper planners, digital calendars, and reminders.

✅ Creating organizational charts and job descriptions, even for solo business owners, helps identify tasks that can be delegated and supports future growth.

✅ Prioritizing tasks by identifying the top three most important items each day can enhance focus and productivity.

✅ Hiring an assistant with complementary skills and strengths can alleviate workload and allow business owners to focus on strategic thinking and development.

✅Understanding individual strengths, motivators, and competencies through DISC assessments can guide hiring decisions and create a well-rounded team.

Get in touch with Barbara Trapp:

To learn more from Barbara Trapp and access valuable resources, visit her website at ZenYourDen.com. You can also contact her directly at 904-500-7678. Don't miss out on the opportunity to simplify your life and boost your productivity with Barbara's expert guidance.

Get in touch with Gary

Website: sbadvisors.cc/

Facebook: facebook.com/SmallBusinessAdvisors

LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Ariana Dindiyal is a litigation attorney at Baker Hostetler specializing in legal tech and AI. In this episode, she discusses the benefits and challenges of AI in businesses, emphasizing the importance of transparency and customer trust. Dindiyal offers these tips for businesses to make the most of legal tech and AI.

Key takeaways:

Get in touch with Attorney Dindiyal: 

https://www.linkedin.com/in/ariana-dindiyal-9696ab5b/

Connect with Gary on LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 141 of the Grow Your Business and Grow Your Wealth podcast with Gary Heldt features financial planning expert Jerry Truman. Jerry has been advising high-net-worth clients for over 20 years, helping them develop personalized and comprehensive financial plans that align with their life and business goals. He is also a dedicated philanthropist, co-founding Truman Charities and raising over $950,000 for local and national charities.

In this episode, Jerry shares his valuable insights on smart financial planning. Here are some of the key takeaways:

👉 Listening to clients and asking the right questions is crucial for effective financial planning.

👉 Financial planners should know their clients' business plans to create a cohesive and comprehensive financial plan.

👉 There is no one-size-fits-all approach to financial planning and businesses. Each client is unique and requires personalized attention.

👉 Regular communication and contact with clients can lead to better and more satisfactory service.

👉 Having a financial plan in place is essential during times of uncertainty.

Connect with Jerry:

Links Mentioned:

us.rbcwealthmanagement.com/trumanwmgroup

LinkedIn

linkedin.com/in/jerry-truman-46031852

Connect with Gary:

Website

sbadvisors.cc/

Facebook

facebook.com/SmallBusinessAdvisors

LinkedIn

https://www.linkedin.com/in/gary-d-heldt-jr/

Learn more about your ad choices. Visit megaphone.fm/adchoices

🎉 Get ready to relive one of the most popular episodes of the "Grow Your Business and Grow Your Wealth" podcast! Host Gary Heldt is joined by special guest Attorney Candace Dellacona for a discussion about the importance of asset protection, and their conversation is packed with valuable insights and advice.

👉 Here are some key takeaways from their discussion that you won't want to miss:

✅ A will may not address all your asset protection needs.

✅ A will can lead to probate.

✅ It's important to speak to an estate planning attorney before making any legal decisions.

✅ Having a difficult conversation about death is necessary to protect your family.

✅ Regularly updating legal documents is crucial to protect your assets.

👥 This episode has received rave reviews from listeners, and it's easy to see why. Tune in now to hear from Attorney Candace Dellacona and learn more about Offit Kurman, the law firm she's associated with, by visiting their website and connecting with them on social media. And don't forget to connect with host Gary Heldt, Jr. of Small Business Advisors on his website and social media profiles. Get ready to be inspired!

Connect with Candace:

Website: https://www.offitkurman.com/

Twitter: https://twitter.com/OffitKurmanLaw

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

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

LinkedIn: https://www.linkedin.com/company/offit-kurman-p-a-

Connect with Gary:

Website: sbadvisors.cc/

Facebook: facebook.com/SmallBusinessAdvisors

LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/

Learn more about your ad choices. Visit megaphone.fm/adchoices

💰 Are you struggling to afford the cost of college? In this episode of the Grow Your Business and Grow Your Wealth podcast, host Gary Heldt sits down with Seth Greene, the nation's leading expert on growing your business, with a podcast and the Founder of How to Find Money for College. Seth shares his personal story of experiencing financial hardships while trying to pay for college, which led him to become a financial aid planner.

💰 If you're a parent or a student, understanding the college financial aid process can be overwhelming. Listen to this episode to learn valuable tips and strategies to help you maximize your opportunities for financial assistance. 

✅ College financial planners can help families navigate the complex process of finding financial aid resources and lowering their expected family contribution (EFC).

✅ Filling out the FAFSA is essential to qualify for federal and state financial aid programs and aid from individual colleges and universities.

✅ Private colleges typically have more money to offer in financial aid, but public colleges may be more affordable overall due to lower tuition costs.

✅ Seth's website, How to Find Money for College, offers a VIP training video for families navigating the college financial aid process.

✅ Don't forget to visit How to Find Money for College to access their VIP training video and get more resources for navigating the college financial aid process. https://howtofindmoneyforcollege.com/optin-41494959159596158695

#financialaid #collegeplanning #fafsa #studentloans #highereducation #podcasting #marketing #businessgrowth #entrepreneurship

Learn more about your ad choices. Visit megaphone.fm/adchoices

In this podcast episode, 138, host Gary Heldt interviews Tom Hegna, CLU, ChFC, CASL,, a well-known economist and retirement income expert. They discuss the importance of having guaranteed income in retirement and the potential risks of relying solely on investments. Tom emphasizes the benefits of delaying Social Security benefits and how it can increase your long-term income. Tom also talks about the importance of having a financial professional in your arsenal and recommends utilizing free webinars and resources to educate yourself on retirement planning.

Here are the key takeaways:

Tom Hegna, CLU, ChFC, CASL, is a renowned author, speaker, and economist who has delivered over 5,000 seminars to Baby Boomers and seniors on how to retire the optimal way. He is considered by many to be THE Retirement Income Expert and is a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist. 

Tom has authored five books, including Paychecks and Playchecks: Retirement Solutions for Life, Retirement Income Masters: Secrets of the Pros, Paycheques and Playcheques, Retirement Solutions for Canadians, and Don’t Worry, Retire Happy! Seven Steps to Retirement Security. He specializes in creating simple and powerful retirement solutions based on math and science, not opinions. Tom is available to speak globally to businesses, government organizations, professional associations, financial professionals, and their clients.

Tom’s website: 

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

Connect with Gary:

Website: sbadvisors.cc/

Facebook: facebook.com/SmallBusinessAdvisors

LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Gary Heldt in this episode of Grow Your Business & Grow Your Wealth as he speaks to Violetta Terpeluk, MBA, CFP, CPWA, CEPA, CRPC from IndigoFlow Financial Group. Violetta has been helping business owners to build and exit their businesses for 20 years. She shares common mistakes business owners make when selling their businesses, such as needing an overall plan or not working with a professional team. Violetta encourages business owners to plan, evaluate their options, and prepare to successfully sell their business, which will then yield the best returns. To assist them with this, she offers advice and guidance on properly connecting personal problems with business solutions.

Listen to this informative Grow Your Business and Grow Your Wealth podcast on https://podcasts.apple.com/us/podcast/grow-your-business-and-grow-your-wealth/id1521874291

Here are some of the beneficial topics covered on this week’s show:

✅ The Financial Struggles of Retiring Business Owners

✅ Tips for Forming an Integrated Business and Personal Exit Plan.

✅ Timing and Collaboration for Maximizing Value When Selling a Business

✅ The Importance of Financial Planning for Business Owners: Developing an Exit Plan.

✅ What business owners should understand before selling their business.

✅ Building a Supportive Business Team to Maximize Profits

Connect with Violetta”

Website: https://www.ameripriseadvisors.com/team/indigoflow-financial-group/team-profile/

Facebook: https://www.facebook.com/violetta.terpeluk/

Linkedin: https://www.linkedin.com/in/violettaterpeluk/

Connect with Gary:

Website: sbadvisors.cc/

Facebook: facebook.com/SmallBusinessAdvisors

LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/

Learn more about your ad choices. Visit megaphone.fm/adchoices