This Week on our Business Shows!

This Week on our Business Shows!

Grow Your Business & Grow Your Wealth with Gary Heldt airs episode 305 on January 21st with Morgan Nichols, CEO and Private Wealth Advisor of LifeBranch Wealth Partners, for a powerful conversation about intentional legacy, business ownership, succession planning, and the emotional side of financial decision-making. Morgan shares her journey into leadership, stepping into business ownership at 31 during one of the most volatile financial markets in modern history. 

Sterling Insights with Roger & Katherine Silk airs episode 49 on 1/21 with Scott Brown. In this episode, Scott Brown, President of Pinnacle Associates, shares his unique journey transitioning from a litigator to a leader in the wealth management industry. He highlights the evolving landscape of investment advisory services and emphasizes the importance of staying ahead in a rapidly changing industry.

Sterling Insights with Roger & Katherine Silk airs a bonus episode on 1/20 with Mark Stiles. Mark Stiles, a former basketball player turned accountant, shares his journey of transitioning careers and his focus on providing proactive financial advice to small businesses, particularly in the trades industry. He emphasizes the importance of niche expertise and value-based pricing to drive client relationships and business success, showcasing the evolving role of accountants as strategic advisors.

Sterling Insights with Roger & Katherine Silk airs a bonus episode on 1/22 with Robin Maynard. Robin Maynard, a dedicated legal professional specializing in estate planning, emphasizes the importance of preparing for the future, especially for younger families with children. Through her client-focused approach, she highlights the significance of proper documentation and collaboration with financial advisors to ensure effective estate planning for all individuals.

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