This Week on our Business Shows!

This Week on our Business Shows!

Grow Your Business & Grow Your Wealth with Gary Heldt airs episode 304 on January 14^th with sits down with Tiffany Irving, Senior Vice President, and Wealth Advisor at Mesirow Wealth Management. With more than 25 years of experience, Tiffany explains why modern wealth management must go beyond investments and focus on holistic planning, collaboration, and long-term impact.

Sterling Insights with Roger & Katherine Silk airs episode 48 on 1/14 with PJ McDaniel. In this episode, Roger and PJ explore succession planning, practice valuation, and advisor transitions with a senior leader from Socium Advisors, a multi-billion-dollar firm under the Northwestern Mutual umbrella. He shares how advisors can create enterprise value, navigate M&A offers, and build thoughtful succession plans that protect clients, families, and their legacy.

Sterling Insights with Roger & Katherine Silk airs a bonus episode on 1/15 with Cody Roos. Cody Roos shares his approach to holistic financial planning for blue-collar clients, emphasizing personalized services and tailored solutions to enhance their financial well-being. Through a three-tier pricing model and leveraging skilled talent, Roos maximizes client value and fosters trusting relationships, ultimately empowering clients to focus on their strengths and business growth.

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