This Week on our Business Shows!

This Week on our Business Shows!

Grow Your Business & Grow Your Wealth with Gary Heldt airs episode 258 with guest Terry DuPont, founder of DuPont Advisory Group, explains the benefits of a virtual family office for comprehensive financial planning.  He discusses common financial mistakes made by high-net-worth individuals and business owners, emphasizing the importance of tax reduction strategies and legacy planning.  Terry also highlights how his firm's unique process prioritizes client relationships and understanding before offering solutions. 

Grow Your Business & Grow Your Wealth with Gary Heldt airs a special podcast on March 10^th  with guest host Eli Mizrahi speaking with Lucas Matson, founder of LDC Financial and former Deloitte Tax professional. Lucas shares his journey from corporate accounting to entrepreneurship, offering valuable insights into modern accounting practices, the cannabis industry, and how technology reshapes financial services. 

Secrets to Selling Your Business with Jacob Koenig airs episode Episode 72 on Wednesday, 3/12/25 with Ashley Tison, Founder & President at OZPros. Struggling with excess inventory impacting your business's sale potential? Learn how proactive inventory management can smooth the selling process on the latest episode of Secrets to Selling Your Business with Ashley Tison and Jacob Koenig.

Sterling Insights with Roger & Katherine Silk airs episode 16 on 3/12 with Maribeth Kuzmeski. Maribeth shares how strategic planning and unique messaging helped a financial advisor grow from $10 million to $200 million in assets under management. She emphasizes the importance of standing out in marketing and persisting to find what works, highlighting the value of tailored strategies and online presence for financial professionals aiming to scale their business.

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