Grow Your Business and Grow Your Wealth

Latest Episodes:

Episode 154: Andrei Mincov, founder of TrademarkFactory Aug 02, 2023

Show notes

Discover how trademarks can be your business's ultimate armor! In this episode, host Gary Heldt interviews Andrei Mincov, founder of TrademarkFactory, who shares invaluable insights on the importance of trademarking your brand. From legal protection to building assets, find out how trademarks can help you grow your business and safeguard your dreams.

Take advantage of this empowering conversation that could transform how you approach brand protection and trademark registration!

🗝 Key takeaways include:

✅ Trademarking is essential to protect your brand and prevent potential infringement. ✅ TrademarkFactory differentiates itself by offering a unique, predictable, and guaranteed service for trademark registrations.

✅ Trademarks are essential for serious businesses to establish and protect their brands.

✅ With the rise of side hustles and new businesses, trademark registrations are increasing.

✅ The tech industry's mass layoffs may lead to more startups and businesses seeking trademark protection in the future.

✅ TrademarkFactory handles global trademark registrations by using local attorneys or agents in different jurisdictions.

✅ Andrei's experience as an entrepreneur helps him connect better with clients and understand their needs.

🗒️ Show Links:

TrademarkFactory website: https://trademarkfactory.com
TrademarkFactory YouTube channel: https://www.youtube.com/user/andrei1255

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Episode 153: Philippe Bouissou Jul 26, 2023

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🌱 Ready to take your business and wealth to new heights? Join host Gary Heldt on this episode of "Grow Your Business & Grow Your Wealth" as he sits down with special guest Philippe Bouissou to discuss strategies for success. 🌟

In this episode, Gary welcomes Philippe Bouissou, a seasoned entrepreneur and business strategist, to share his insights on how to grow your business and increase your wealth. Philippe brings a wealth of knowledge and experience, making this episode a must-listen for any aspiring entrepreneur or business owner. 🎙️💼

✅ One of the key takeaways from this conversation is the importance of having a clear vision for your business. Philippe emphasizes the need for entrepreneurs to define their goals and create a roadmap to achieve them. Having a clear vision can align your actions and decisions with your long-term objectives, ultimately leading to greater success. 🎯

✅ Another valuable insight shared by Philippe is the significance of building a strong team. He highlights that only a successful business can thrive with a dedicated and talented team. Philippe provides practical tips on attracting, retaining, and motivating top talent, ensuring that your business has the right people to drive growth and profitability. 👥💪

✅ Philippe also delves into embracing innovation and adapting to change. In today's rapidly evolving business landscape, staying stagnant is a recipe for failure. Philippe encourages entrepreneurs to continuously seek new opportunities, embrace technology, and be open to trying new strategies. You can position your business for long-term success by staying ahead of the curve. 🚀💡

As the episode ends, it's evident that Philippe Bouissou's expertise and insights have provided listeners with valuable strategies for growing their businesses and increasing their wealth. From having a clear vision to building a strong team and embracing innovation, numerous key takeaways can be applied to any business.

More about Philippe: Philippe Bouissou, Ph.D., is a Silicon Valley veteran with a diverse background as an entrepreneur, CEO, venture capitalist, and management consultant. He is currently the Managing Partner at Blue Dots Partners LLC, focusing on driving top-line growth. Bouissou's notable achievements include founding and managing the online Apple Store, successfully investing $43 million as a venture capitalist, and leading numerous management consulting projects with industry-leading companies.

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Episode 152: Pamela Starr Jul 19, 2023

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Are you struggling to keep up with the ever-changing world of marketing? Gary Heldt speaks with small business marketing expert Pamela Starr in this engaging podcast episode.

Pamela Starr is a leading authority on small business marketing, a professional trainer for Grow with Google, and the former Director of Training for Constant Contact. A sought-after keynote speaker, Pamela helps people achieve more measurable and profitable results from their digital and offline communication programs. In her training, she delivers real-world tools and strategies that drive stellar results.

Pamela has dedicated her entire career to helping businesses and top performers grow. She has trained, coached, and delivered keynote presentations to over 1,000,000 professionals at more than 10,000 in-person and online events. In addition, she has logged more than 30 hours of live national television appearances.

Key takeaways from this podcast episode:

✅ Adapt to new technologies and approaches in marketing to stay relevant.

✅ Embrace multiple channels to engage with potential clients effectively.

✅ Building trust is crucial for businesses to establish long-term relationships with their audience.

✅ Consistent and transparent communication is key to building trust.

✅ Stay ahead of the competition by continuously learning and evolving your marketing strategies.

More about Pamela:

Whether a business owner or a marketing professional, this podcast has practical tips and advice, Pamela is also the creator of 10 New Clients in 30 Days. Guaranteed. That’s an on-demand training course that teaches business professionals how to get new clients through in-person and online educational presentations.

To connect with Pamela, or preview her training options, visit her website: PamelaStarronline.com

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Episode 151: Dominique Molina, co-founder and president of the American Institute of Certified Tax Planners Jul 12, 2023

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In episode 151 of Grow Your Business & Grow Your Wealth with host Gary Heldt, the guest is Dominique Molina, co-founder and president of the American Institute of Certified Tax Planners, to discuss the most valuable lesson in tax planning. Dominique emphasizes the importance of proactive planning, implementation, and maintenance in tax planning. She also highlights the difference between tax planning and tax preparation and the need for a qualified tax planner to provide a customized tax plan. Listen in as Dominique debunks common misconceptions about tax planning and provides valuable insights on legally writing off travel expenses through a business.

🔑 Key Takeaways:

✅ Proactive tax planning is crucial to achieving financial goals.

✅ Tax planning is different from tax preparation.

✅ A qualified tax planner can provide a customized tax plan.

✅ Travel expenses can be legally written off through a business.

✅ Tax planning can help reduce stress during tax season.

Dominique and Gary also debunk common misconceptions about tax planning, such as the belief that it's only for the wealthy. They stress that tax planning is for everyone and can help reduce stress during tax season.

Don't let tax season stress you out anymore - tune in to learn how tax planning can help you achieve your financial goals.

Dominique Molina is the co-founder and President of the American Institute of Certified Tax Planners (AICTP). She is passionate about transforming tax planning and has successfully licensed over 1,000 Certified Tax Planners nationwide. Dominique is a highly qualified tax professional, bestselling author, and keynote speaker. Her expertise and dedication have made her a respected leader in the industry, recognized as one of the 40 Most Influential Accountants by CPA Practice Advisor Magazine.

🔍 #taxplanning #financialgoals #travelexpenses #taxpreparation #proactivetaxplanning #taxplanner #writeoff #wealthmanagement #financialplanning #taxseasonstress

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Episode 150: Marcia Mantell Jul 05, 2023

Show notes

🎙️ Episode 150 of the Grow Your Business & Grow Your Wealth podcast with host Gary Heldt features guest Marcia Mantell, an expert in retirement planning and author of several books, including "What’s the Deal with Retirement Planning for Women" and "What’s the Deal with Social Security for Women." She also owns Mantell Retirement Consulting, Inc., a retirement education and marketing communications firm based in Plymouth, MA. Mantell shares her wisdom on retirement planning in this episode, particularly for the Baby Boomer generation and women.

📚 Marcia Mantell's books focus on providing retirement guidance for women and cover topics such as retirement planning and Social Security. She also runs a popular blog called BoomerRetirementBriefs.com, where she shares valuable insights and resources.

💼 As the owner of Mantell Retirement Consulting, Inc., Marcia designs and conducts innovative retirement income planning workshops and programs for financial advisors, their clients, and employers who want to help their employees better prepare for retirement.

Key Takeaways:

✅ Take advantage of employer retirement plans: Contributing as much as possible to employer-sponsored retirement plans, such as 401(k)s or pension plans, is essential. These plans often come with employer contributions, significantly boosting your retirement savings.

✅ Understand Social Security: Learn how Social Security works and explore strategies to maximize your benefits. Consider the impact of longevity, as retirement can last for several decades.

✅ Recognize women's unique challenges: Women often have different retirement needs due to longer life expectancies and lower lifetime earnings. Marcia provides resources and advice to help women overcome these challenges and make retirement planning engaging and enjoyable.

✅ Seek expert help for investment and tax planning: Retirement planning can be complex, so it's essential to work with professionals who can provide guidance and support throughout the process. Marcia offers tips on finding the right professionals and collaborating effectively with them.

To learn more about Marcia Mantell and her work with Mantell Retirement Consulting, Inc., visit their website at https://mantellretirementconsulting.com.

📞 You can reach out to Marcia Mantell through the contact information available on her website.

781-559-8260

Marcia Mantell

Mantell Retirement Consulting, Inc.

Email Marcia

https://www.linkedin.com/in/marciamantell/

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Episode 149: Dr. James Rodgers Jun 28, 2023

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On episode 149 of the "Grow Your Business & Grow Your Wealth" podcast, host Gary Heldt interviews Dr. James Rodgers, an expert in diversity management. They delve into the significance of diversity and inclusion in the workplace and how it can positively impact businesses.

🌍 Key Takeaways:

1️⃣ Diversity beyond race and gender: Dr. Rodgers emphasizes that diversity encompasses all dimensions of differences and similarities, contributing to better results, creativity, and innovation in organizations.

2️⃣ Managing diversity for small businesses: Small business owners can benefit from Dr. Rodgers' platform, which helps individuals develop the skills, mindsets, and processes needed to manage diversity effectively. By expanding their hiring practices, they can attract the best talent and foster a more inclusive workplace.

3️⃣ Communication and relationships: Respectful communication and constructive discussions create a safe space for conversations about diversity. Dr. Rodgers shares insights on handling language slip-ups and the importance of understanding team members' life experiences to build stronger relationships and promote constructive dialogue.

👨‍🏫 Guest Bio - Dr. James Rodgers:

Dr. James Rodgers is a renowned expert in diversity management, bringing over 30 years of experience to the field. His expertise extends beyond race and gender, encompassing all aspects of diversity. Dr. Rodgers has developed a platform to help individuals develop the necessary skills, mindsets, attitudes, and processes for effective diversity management. He is the author of "Diversity Training that Generates Real Change," a highly acclaimed management book rated among the top 10 in 2022.

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Episode 148: Bryan M. Kuderna, CFP®, MSFS, RICP®, LUTCF Jun 21, 2023

Show notes

In episode 148 of the Grow Your Business & Grow Your Wealth, host Gary Heldt interviews Bryan Kuderna, founder of the Kuderna Financial Team, discussing financial planning and investment. With years of experience in the field, Bryan is passionate about helping individuals and businesses achieve their financial goals. He is a renowned speaker, author, and advisor known for his personalized financial planning strategies expertise. Bryan's insights and real-life experiences make him a sought-after guest on various podcasts and speaking engagements.

Bryan shares his journey and emphasizes the importance of passion in financial planning. The conversation covers making wise investment decisions, selecting the right financial advisor, and the significance of personalized long-term financial planning.

Key Takeaways:

☑ Importance of Informed Investment Decisions

Bryan shares real-life experiences, such as his investment in 6 Flags, highlighting the importance of making informed investment decisions.

Trusting the process, working hard, and self-belief are crucial in achieving financial success.

☑ Choosing the Right Financial Advisor

Bryan and Gary discuss the significance of researching a potential broker's background and aligning investment philosophies with the chosen financial advisor.

A trustworthy and knowledgeable financial advisor is essential for making informed investment choices.

☑ Personalized Long-Term Financial Planning

Bryan emphasizes the value of having a personalized long-term financial plan that aligns with individual goals, circumstances, and risk tolerance.

A tailored financial plan ensures a clear path toward financial success.

Contact Bryan Kuderna:

Website: kudernafinancial.com

Book: "What Should I Do With My Money?" (available in paperback, audiobook, and Kindle formats)

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Episode 147: Randy Sadler, Principal and CMO at CIC Services Jun 14, 2023

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On Episode 147 of the Grow Your Business & Grow Your Wealth with host Gary Heldt, Randy Sadler, Principal and CMO at CIC Services, joins as a guest to discuss captive insurance and debunk some of its myths.

Randy has been a marketing and communications professional since 2007 and has worked with various companies such as Procter & Gamble, Pfizer Pharmaceuticals, and Jewelry Television. He now leads Marketing and Client Empowerment for CIC Services, LLC. Randy's background in risk management, real estate investment, and entrepreneurial ventures has helped him parallel well with captive insurance.

🎧 During the podcast, Randy explains how captive insurance works and how CIC Services helps successful business owners set up and own insurance companies. He emphasizes that captive insurance is not a one-size-fits-all solution and that it is essential to understand the risks and benefits before deciding. Randy also highlights the benefits of owning an insurance company through captive insurance, including asset management and investment opportunities.

✔️ One of the key takeaways from this episode is that captive insurance can be a powerful tool for business owners to manage risks and protect their assets. However, working with a knowledgeable and experienced team is crucial to ensure that the insurance company is set up correctly and complies with all regulations.

✔️ Another takeaway is that captive insurance is not just for large corporations but can also benefit small and mid-sized businesses.

🧠 Randy recommends that business owners interested in captive insurance contact him for an educational walkthrough to determine if it makes sense for their business. He also encourages listeners to research and ask questions before making decisions.

💰 This episode provides valuable insights into captive insurance and how it can benefit business owners.

Reach out to Randy:

https://www.captivatingthinking.com/

https://www.linkedin.com/company/cic-services-llc/

https://www.facebook.com/captivatingthinking/

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Episode 146: Ashley Tison, Esq. - Founder of OZPros, the leading Opportunity Zone consultancy Jun 07, 2023

Show notes

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:

Understanding the concept of opportunity zones and their significance.
Exploring the tax benefits associated with opportunity zones and their social impact.
Delving into the nuances and intricacies of the opportunity zone program.
Utilizing the interactive map to identify opportunity zones effectively.
Accessing additional resources, the interactive map, strategy call, and a free cheat sheet by visiting the following link: www.ozpros.com/map

Connect with Ashley Tison:

Facebook: https://www.facebook.com/ozpros
LinkedIn Company Page: https://www.linkedin.com/company/ozproscom/
YouTube: https://www.youtube.com/channel/UCNxQQt5smKiGdnXBjdHy4_Q

Connect with Gary Heldt:

Website: sbadvisors.cc/
Facebook: facebook.com/SmallBusinessAdvisors
LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/

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!

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Episode 145: John Greer, A Certified Exit Planning Advisor May 31, 2023

Show notes

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.

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