This Week on our Business Shows!

This Week on our Business Shows!

Grow Your Business & Grow Your Wealth with Gary Heldt airs episode 287 on October 1 with Brad Wheeler, President of Shaker Investments, who shares his journey from commercial banking to leading a growing investment firm. With over 25 years in financial services, Brad has grown Shaker from seven employees and breaking even to eleven employees while nearly doubling the business in four years. He discusses the challenges of scaling a business, the importance of client retention over acquisition, and practical strategies for business development and client communication.

Grow Your Business & Grow Your Wealth airs bonus episode on October 3^rd featuring guest host Lauren Gidley speaking with Carlotta Thompson, founder of Tax Strategists of America. Carlotta is known nationwide for helping small business owners reduce their tax burden and keep more of what they earn. She goes beyond traditional tax prep to create proactive strategies that align with long-term business goals, empowering entrepreneurs to make better decisions with confidence.

Sterling Insights with Roger & Katherine Silk airs episode 37 on 10/1 with Daniel Alonzo. In this episode, Katherine interviews Daniel Alonzo, who achieved financial independence by age 28 through his multi-billion dollar insurance business. Despite technical difficulties, Alonzo shares insights on empowering middle America, prioritizing recruitment over sales, and the importance of training for success in business.

PS: Want to Grow Your Business with a Podcast? Grab a copy of Seth Greene’s how-to book here: Ultimate Podcast Book