Grow Your Business and Grow Your Wealth

Fasten your seatbelts and prepare for takeoff as David T. Yu, our guest host on Grow Your Business & Grow Your Wealth, pilots today's conversation with guest Dr. Dylan Caldwell. They'll soar through the thrilling intersection of healthcare and aviation, exploring how keeping pilots healthy is key to keeping our skies safe. Ever wondered what keeps our pilots sharp and our flights smooth? Strap in as we uncover the critical role of aviation medicine! Key Questions: ✔️ How did Dr. Caldwell trade emergency room adrenaline for the high-flying world of aviation medicine? ✔️ What magic does an Aviation Medical Examiner perform to certify our pilots as fit for flight? ✔️ What are Dr. Caldwell's top tips for pilots to stay healthy in the skies? ✔️ Dr. Caldwell shares his adventurous shift from the ER to the cockpit, revealing how his passion for piloting and patient care fuels his current mission: ensuring pilots are in top-notch health for every takeoff. Key Takeaways: ✅ Passion Powers Purpose: Dr. Caldwell's journey is a testament to how blending personal passions with professional pursuits can lead to fulfilling and impactful careers. ✅ Safety in the Skies: Rigorous health standards for pilots are not just bureaucratic hoops but crucial measures that ensure every flight is as safe as possible. ✅ Health is Wealth: For pilots, managing health is non-negotiable. Staying fit and following medical advice isn’t just about passing tests but safeguarding lives. Notable Quotes: 💬 Dr. Caldwell on pilot wellness: "Keeping your health on the radar is crucial—not just for passing your physical but for ensuring you can enjoy the journey, both in the air and on the ground." 💬 On the importance of his role: "Every pilot I clear for takeoff is a family kept safe, a cargo delivered securely. It’s much more than medicine; it’s about maintaining the heartbeat of the aviation industry." As we taxi back to the terminal, David and Dr. Caldwell remind all aviators and listeners alike to stay healthy, stay sharp, and keep reaching for the skies! Whether piloting a plane or navigating life's challenges, maintaining your health is your ticket to success. Are you inspired to learn more about the heroes behind the cockpit? Visit The Aviators’ Clinic, and don't forget to subscribe and leave a review for more enlightening episodes. Learn more about your ad choices. Visit megaphone.fm/adchoices

What if building wealth was not about money but about the life and impact you leave behind? Morgan Nichols believes legacy is not something you build at retirement. It is something you create every day through intentional decisions, values-based planning, and clarity around what truly matters. In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt sits down 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. She explains why real financial planning goes far beyond portfolio management and why business owners need coaching, clarity, and long-term strategy to build wealth with purpose. This episode is a masterclass in intentional growth, values-driven success, and creating a legacy that lasts for generations. Five Key Takeaways  - Legacy is built through daily decisions, not just financial outcomes True wealth is measured by the values you live by and the impact you create along the way.  - Business owners need a coach, not just an advisor The best financial planning goes deeper than statements and portfolios. It provides holistic guidance and decision support.  - Intentional planning replaces uncertainty with clarity Strategic planning removes the fog of uncertainty and gives business owners confidence in their future.  - Succession and contingency planning protect your family and your business Preparing for the unexpected ensures your family is protected and your business continues smoothly.  - There is no perfect balance. Only priorities Life is about choosing which priority takes the front seat in each season. Featured Quote “When you have an intentional legacy, it is realizing that all the money in the world does not necessarily add meaning to one’s life. It is really all the decisions that you make along the way.” - Morgan Nichols If you are a business owner or professional who wants to build wealth with purpose and create a legacy that lasts, this episode is for you. Listen to the full episode of Grow Your Business & Grow Your Wealth Download Morgan’s book Intentional Legacy at intentionallegacybook.com Learn more about LifeBranch Wealth Partners at lifebranchwealth.com Learn more about your ad choices. Visit megaphone.fm/adchoices

What happens when building wealth stops being about returns and starts being about purpose? In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt 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. The conversation dives into exit planning for business owners, common mistakes made when selling a company, the emotional side of succession, and why financial planning should start far earlier than most people think. Tiffany also shares insights on financial literacy, debt management, and the growing importance of purpose-driven investing. Key Takeaways→ Wealth management today is about integrating investments, tax planning, estate planning, and personal goals.→ Business owners should begin exit planning three to five years before selling to maximize value and reduce taxes.→ A collaborative advisory team creates better outcomes than siloed advice.→ Succession planning must address both financial readiness and emotional identity shifts.→ Financial planning is not just for the wealthy and is most powerful when started early. Quote from Tiffany “Wealth management is no longer just about performance. It’s about purpose, values, and the impact you want your money to have.” If you are a business owner thinking about growth, succession, or long-term financial clarity, this episode is a must-listen. Subscribe to Grow Your Business & Grow Your Wealth, leave a review, and connect with Tiffany Irving on LinkedIn to continue the conversation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Why do reliable small business owners still struggle to access credit, and how can AI finally fix that?  In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt welcomes Tamara Laine, Founder of MPWR, an AI-driven fintech platform transforming how individuals and small business owners build credit and access capital. Tamara explains how outdated credit systems fail entrepreneurs and gig workers and how MPWR’s Credit IP creates a more complete, human-centered financial picture. This conversation dives into AI agents, financial credibility, more innovative lending, and why consistency matters more than traditional credit scores. Key Takeaways → Why traditional credit models fail small business owners and gig workers. → How AI agents create a holistic picture of financial credibility. → What Credit IP is and how it redefines lending decisions. → Why consistency in payments matters more than income alone. → How AI can help borrowers not just get loans but repay them sustainably.  If you are tired of outdated credit systems holding your business back, this episode will shift how you think about capital access. Listen now and share it with a business owner who needs more innovative financial tools. Please follow the podcast and consider leaving a rating. Connect with Tamara on LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

What if paying massive taxes every year wasn’t inevitable and what if the wealthiest families in America were playing an entirely different game than you were taught? In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt sits down with Mark Miller, CEO of Hilton Tax & Wealth Advisors and Manager of the Hilton Family Office. With nearly four decades of experience, Mark pulls back the curtain on how elite families legally reduce taxes, protect capital, and grow generational wealth. Mark explains why most business owners unknowingly overpay taxes, why traditional financial planning often fails to meet the needs of high earners, and how real tax planning is a forward-looking strategy, not a year-end scramble. He shares the personal story that changed his entire career when a single strategy saved him over half a million dollars in taxes and ultimately moved him into a zero tax bracket. This conversation is a must-listen for business owners, executives, and six-figure earners who want to stop leaving money on the table and start thinking like an American dynasty. Key Takeaways→ Why most CPAs focus on compliance, not proactive tax planning→ The difference between retail investing and smart money strategies→ How layered tax strategies outperform one-time deductions→ Why buying assets for write-offs is not real tax mitigation→ How wealthy families prioritize safety, patience, and long-term planning→ How institutional-level tax and investment strategies are now accessible to business owners→ Why tax planning must happen before December 31, not after About the GuestMark Miller, RFC, is CEO of Hilton Tax & Wealth Advisors and Manager of the Hilton Family Office. With nearly 40 years of experience, Mark helps business owners and executives legally reduce taxes, maximize deductions, and structure wealth for long term growth and legacy preservation. His strategies mirror those used by Fortune 500 firms and elite families, including the Hiltons. Audience GiftMark is offering listeners a complimentary copy of his book, including Hilton Wealth: How to Invest Like an American Dynasty and The Tax Free Business Owner. Connect with Mark→ Website: https://www.hiltonwealth.com/→ LinkedIn: Mark Miller  https://www.linkedin.com/in/markmiller-hiltonfo/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What happens when you try to sell a business that isn’t ready, and why do eighty percent of companies fail to sell at allThis week on Grow Your Business and Grow Your Wealth, Gary talks with Stephen H. Wagner, CFP, CEPA, CEO of Integrity Wealth Advisors and one of the few financial planners who deeply understand both the emotional and economic sides of money. Stephen brings decades of experience helping business owners navigate growth, long-term planning, and the complex exit path most entrepreneurs don’t think about until it’s too late. From fiduciary responsibility to devastating business-sale statistics, Stephen breaks down what every owner must know if they want long-term success and a future they won’t regret. → Why eighty percent of businesses never sell, and why seventy-five percent of the ones that do sell regret it within a year. 08.28 → How fiduciary advisors legally must put your interests first and why that matters more than ever. 03.26 → The two types of business owners and the financial traps both fall into. 12.53 → How to prepare your business years before an exit to maximize value. 08.28–09.26 → Why emotions and politics ruin financial decision-making and how Stephen teaches clients to stay focused on facts. 18.45 → The real value of a trusted advisor who keeps you invested, organized, and thinking clearly through volatility. 21.22Call to ActionSubscribe to Grow Your Business and Grow Your Wealth for honest conversations that help you build a smarter, more profitable business and a stronger financial future. Connect with Stephen Wagner. www.linkedin.com/in/stephen-h-wagner-cfp Connect with Gary Heldt. www.linkedin.com/in/gary-d-heldt-jr/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it really take to succeed in franchising when so many people still believe it is passive income? This week on Grow Your Business and Grow Your Wealth with Gary Heldt, Gary sits down with Brittney Lincoln, Partner and VP of Franchise at Limitless Franchise Growth and Founder of Females in Franchising. With over thirteen years of experience across home services, beauty, fitness, wellness, medical, dog training, and Pilates franchises, Brittney offers an honest, practical look at what franchising truly requires. Brittney breaks down one of the industry's biggest misconceptions. Many people think franchising is “mailbox money,” meaning passive income with little involvement. In reality, franchising only works when the owner executes the model, leads the team, and stays engaged in the business every day. Execution beats money, intelligence, or excitement every time. She also shares the trifecta every buyer should evaluate before choosing a brand, the dangers of franchisors scaling too quickly, and why more women should consider franchising as their second act. Brittney’s passion project, Females in Franchising, is a new online community designed to support collaboration, mentorship, and shared knowledge across the franchising world. Key Takeaways→ Why franchising is not passive income and requires real execution→ What “no mailbox money” actually means inside a franchise system→ How poor franchisor infrastructure creates long-term problems→ The three-part trifecta every buyer must evaluate→ Why more women should consider franchising as their next act→ How mentorship and collaboration accelerate success in franchising Quote from Brittney:“There is no mailbox money in franchising. Maybe vending machines, but you still have to go and fill the vending machine.” Connect to Brittney on LinkedIn: Learn more about your ad choices. Visit megaphone.fm/adchoices

What if your story is the one thing that changes everything in your business?On Grow Your Business and Grow Your Wealth, Gary Heldt sits down with media visibility expert and Cre8tive Con founder Julie Lokun for a powerful conversation about the real drivers of visibility. Julie shares how she moved from journalism to law to entrepreneurship and discovered that every business grows when its story is clear, confident, and consistently shared. She explains why earned media beats paid ads, why your digital footprint matters more than ever, and how any entrepreneur can begin simple PR steps without a big budget. Julie also breaks down crisis transparency, on-camera confidence, and how a strong story becomes your most significant competitive advantage. Key Takeaways• Your story is the strongest part of your brand• Earned media builds trust faster than paid promotion• Visibility grows through clarity and repetition• Transparency wins during a crisis• Every business owner can start PR today Visibility Tools Julie Recommends• Google Alerts shows where your name appears online• Google Trends highlights what topics are heating up• MUCKRACK helps you find journalists in your niche• Twitter is a prime place for journalist requests using journorequests or journorequest• Featured connects publishers with expert voices• Help a Reporter Out HARO connects journalists and sources• Qwoted helps reporters find reliable experts• Blogging on your site and on Medium strengthens your authority and digital footprint Julie's quote: “Your voice is your currency. When people see it clearly, everything changes.” Explore Cre8tive Con at cre8tivecon.com and reach Julie at julie@cre8tivecon.com Catch the latest episodes of Grow Your Business and Grow Your Wealth on your favorite podcast platform. Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it take to transform a neighborhood into a thriving business community? On Grow Your Business and Grow Your Wealth, Gary Heldt sits down with Mark Burns, Executive Director of the Coconut Grove Business Improvement District. Mark draws on more than 20 years of experience in real estate leasing, government property management, and community revitalization to explain how small businesses can tap into local resources, avoid costly leasing mistakes, and position themselves for long-term success. From negotiating city-owned properties to managing major Miami capital projects, Mark has seen it all. His insider perspective gives business owners a clear understanding of how government works, how Business Improvement Districts operate, and how to use these resources to grow stronger, smarter, and more sustainably. This conversation is packed with real strategy, clear examples, and lessons every business owner should hear. Key Takeaways → Why Business Improvement Districts give small businesses more power than acting alone → How Coconut Grove was revitalized into one of Miami’s most desirable neighborhoods → The most significant mistakes business owners make when signing leases → Why business owners miss out on grants and free resources → How long-term planning protects businesses from future economic swings → How entrepreneurs can build influence and gain a board seat in their district Featured Quote from Mark Burns “The people who step out of their routine are the ones who succeed.” To learn more about Coconut Grove’s Business Improvement District or to connect with Mark, visit CoconutGrove.com. Follow Grow Your Business and Grow Your Wealth for more conversations that help business owners strengthen their financial future. Learn more about your ad choices. Visit megaphone.fm/adchoices

What if you could legally pay zero taxes while building wealth around the world? In this episode, Gary sits down with Mikkel Thorup, the world’s most sought-after expat consultant and the Founder and CEO of Expat Money. Mikkel has spent more than 25 years traveling to 120 countries, living in 9 of them, and building a thriving international consulting firm that helps high-net-worth clients reduce taxes, secure second residencies, and build global investment portfolios. He breaks down the truth behind the Foreign Earned Income Exclusion, why residency matters more than people think, how offshore banking protects you from government freezes, and what countries offer the most favorable territorial tax systems. Mikkel also shares his personal story of overcoming dyslexia, dropping out of school, and designing a life and business that spans the globe.  This conversation gives you the facts that most professionals never learn. If you have ever wondered how wealthy people legally reduce taxes, diversify risk, and expand their options beyond the United States, this episode opens that door. Key Takeaways→ Understanding the two global tax models and why the United States is unique in taxing citizens, no matter where they live → How the Foreign Earned Income Exclusion works and the difference between the physical presence test and bona fide residency → Why offshore banking is an essential part of a financial plan B, and when it protects you from domestic account freezes → What territorial taxation means and why countries like Panama, Costa Rica, Paraguay, and Belize attract entrepreneurs → How active income and passive income differ for expats and how classification affects legal tax reduction → Why obtaining legal residency or a second citizenship is the foundation for any global tax strategy Quote From Mikkel Thorup“I tell everybody this. You can legally pay less tax, invest globally, and increase your freedom, but you must follow the rules and structure your life correctly. That is the real secret.”Ready to explore tax reduction, global residency, or international investments? Connect with Mikkel at ExpatMoney.com to access his newsletter, resources, and consulting options. Catch every new episode of Grow Your Business & Grow Your Wealth with Gary Heldt wherever you listen to podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices

What if your path to financial freedom wasn’t through Wall Street—but through oil wells, real estate, and smart private equity? This week, Gary Heldt welcomes Bryan Hancock, Founder of Integrity Development and Texas Freedom Fund, to share how he built a career turning real estate and alternative assets into long-term wealth. From developing 50+ urban infill projects in Austin to structuring private equity funds that generate both income and tax advantages, Bryan reveals the investment strategies that protect capital while growing it. He opens up about lessons learned through market cycles, how to properly vet alternative investments, and why financial freedom starts with a clear life vision—not just returns. If you’ve ever wondered how high-net-worth investors combine real estate, oil and gas, and private equity into one powerful strategy, this conversation is your blueprint. 5 Key Takeaways:1️⃣ Diversification beyond the stock market – Bryan explains why alternative investments like real estate and energy assets are vital for wealth protection and tax efficiency.2️⃣ Understanding risk – Every deal carries risk, but smart investors minimize exposure by doing due diligence and partnering with experienced operators.3️⃣ Tax benefits of energy investing – Learn how intangible drilling costs (IDCs) can offer near-dollar-for-dollar deductions against active income.4️⃣ Relationship-driven investing – The best deals grow from trust. Bryan shares why starting small and scaling up with trusted partners matters.5️⃣ Designing your legacy – Financial conversations should begin with your life goals—then build your wealth plan around the future you want. Quote from Bryan:“Financial conversations should start with your life conversation—what life are you trying to design?”   Guest Information: Bryan HancockFounder, Integrity Development | Co-Founder, Texas Freedom Fund📍 Austin, Texas💼 Expertise: Real Estate Development, Capital Syndication, Private Equity, Alternative Investments🎓 MBA in Finance and Entrepreneurship, Texas Christian University🔗 Connect on LinkedIn:  Bryan Hancock | LinkedIn 📧 Message Bryan on LinkedIn with the word “FREEDOM” to learn more about the Texas Freedom Fund Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you building wealth — or just hoping it lasts?In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Katherine M. Sheehan, Managing Director and Wealth Strategist at Crestwood Advisors, about how smart planning protects both your business and your legacy.Katherine breaks down what every entrepreneur should know about estate and succession planning — from powers of attorney to corporate recordkeeping — and explains how the Qualified Small Business Stock (QSBS) provision can help business owners exclude up to $10 million in gains when selling their company.You’ll learn how to avoid costly mistakes, when to bring in specialized advisors, and how to prepare the next generation to carry your vision forward.🔑 Key Takeaways→ Estate planning is an investment, not an expense→ Every business owner needs contingency and succession plans→ QSBS can unlock massive tax savings with the right timing→ Build a coordinated team of legal, tax, and financial professionals→ Start family legacy discussions early to prevent future conflict💬 Quote from Katherine Sheehan“Too many business owners wait until it’s too late. A little planning today can save millions tomorrow and protect everything you’ve worked for.”💼 Connect with Katherine Sheehan📍 Crestwood Advisors📧 ksheehan@crestwoodadvisors.com📞 617-226-0044🌐 crestwoodadvisors.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you unknowingly setting yourself up for a massive tax bill in retirement?This week on Grow Your Business & Grow Your Wealth, host Gary Heldt welcomes Jonathan Thomas, CFP®, Private Wealth Advisor at LVW Advisors, for a candid look at the hidden pitfalls that can derail even the best retirement plan. Jonathan reveals how overfunding tax-deferred accounts, ignoring liquidity, and delaying estate planning can lead to unnecessary taxes and lost opportunities. From smart Roth conversion timing to building tax diversification, Jonathan shares the same strategies he uses with high-net-worth families to create lasting financial confidence. You’ll also hear why independent advisors can offer more flexible, client-first solutions and how small shifts in your financial plan today can open doors for early retirement, charitable giving, and true generational wealth. Key Takeaways:→ The #1 retirement mistake that could raise your future tax bill→ Why liquidity and diversification are essential for business owners→ How to use Roth conversions and tax-smart planning for lifelong savings→ The overlooked importance of estate planning, wills, and term life insurance→ Simple, practical steps every young family can take to secure their financial future→ Quote from Jonathan Thomas:"I like to make the complicated really simple for people—because once they understand it, they feel at ease and realize they can retire earlier than they ever thought possible."→ Connect with Jonathan:🌐 LVWAdvisors.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt sits down with Gary Martoccio, founder of The Martoccio Firm and one of the nation’s leading employment law attorneys representing employees in disputes against their employers. With more than $50 million recovered and over 200 Federal cases handled, Gary brings firsthand insights into the legal landscape that every business owner must understand. Together, they discuss the real risks hidden in hiring, firing, and managing people—from wrongful termination and discrimination claims to misclassification and retaliation cases. Gary also shares what smart business owners can do to protect themselves legally, maintain ethical practices, and build workplaces that foster trust, compliance, and productivity. What You’ll Learn → The top 3 mistakes that trigger costly employee lawsuits→ How to document workplace issues before they escalate→ The role of the EEOC and what to expect during an investigation→ Steps small business owners can take today to minimize legal exposure→ Why understanding employment law is critical to long-term business success Gary Martoccio is an employment law attorney and the founder of The Martoccio Firm, which exclusively represents employees in legal disputes against their employers. With extensive experience in both State and Federal courts, as well as before the EEOC, Gary has recovered more than $50 million for clients. His mission: to level the playing field and educate both employees and business owners on their rights and responsibilities in today’s workplace. Connect with Gary on LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

What if your business could scale sustainably—without burnout or chaos? Viral financial expert and billion-dollar business coach Monica Garcia Duggal reveals how to achieve lasting wealth using her signature Financial BITES Method© and Whole Health Wealth System™. In this engaging conversation with host Gary Heldt, Monica shares how entrepreneurs can think like institutional investors, create systems that support freedom, and build profit-driven businesses that thrive in any market. Monica Garcia Duggal is a global financial strategist with over 30 years of experience in investment banking, mergers & acquisitions, and entrepreneurial finance. As the creator of the Whole Health Plan™ and Financial BITES Method©, she helps founders and leaders align their finances, strategy, and mindset for total-life success. In this episode, she joins host Gary Heldt, CPA and wealth strategist, to discuss why most business owners leave money on the table—and how a holistic approach to budgeting, investing, taxes, exit planning, and systems can change everything.🔑 5 Key Takeaways→ Think like an investor – Treat your business as an asset that must generate long-term returns, not just revenue.→ Follow the BITES framework – Budget • Invest • Taxes • Exit • Systems—five pillars that create lasting profitability.→ Build the right team – Surround yourself with professionals who understand your goals and speak your language.→ Adopt a growth mindset – Progress beats perfection; consistency compounds into extraordinary results.→ Measure what matters – Profitability and systems, not just top-line sales, determine a business’s true health.💬 Quote“You can’t do everything—but you can start thinking about your company holistically. Profit isn’t just numbers; it’s clarity, systems, and strategy working together.” — Monica Garcia Duggal Listen now on Grow Your Business & Grow Your Wealth with host Gary Heldt to learn how to use financial clarity and systems thinking to build a business that works for you—not the other way around. 👉 Visit https://www.monicagarciaduggal.com/ to download her free Financial BITES Method Guide. Learn more about your ad choices. Visit megaphone.fm/adchoices

What if every workplace conflict could become a growth opportunity instead of a costly battle?💡 In this episode of Grow Your Business & Grow Your Wealth, Gary sits down with Ursula Taylor, a conflict resolution strategist with 17 years of experience as an attorney and business advisor. After years in litigation, Ursula saw how traditional legal systems often amplify disputes instead of solving them. Now, through her firm Conflict Reimagined, she helps leaders and teams resolve disputes efficiently and humanely—by addressing the real drivers behind conflict: fear, emotion, and miscommunication. Ursula shares how emotional intelligence, awareness, and honest dialogue can prevent lawsuits, protect relationships, and create stronger businesses. ➡️ Key Takeaways:→ Litigation is expensive, uncertain, and emotionally draining—most disputes stem from human emotion, not legal facts.→ True resolution begins by identifying what you really need instead of focusing on being right or wrong.→ Leaders can prevent conflicts by creating safe spaces for communication before issues escalate.→ Emotional intelligence and self-awareness are critical tools for business growth and team cohesion.→ The future of leadership lies in embracing what Ursula calls “the human age,” where emotional work meets strategy. 💬 Quote from Ursula:“Every dispute is driven by human emotion. When you can face that honestly, conflict becomes a beautiful opportunity to grow stronger as a leader.” 📞 Call to Action:Learn more about Ursula’s work:  https://www.linkedin.com/in/ursula-taylor-b0ba4729/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What if scaling your business wasn’t about chasing the next “big idea” but about applying math, discipline, and strategy to your sales process? In this episode of Grow Your Business & Grow Your Wealth, Gary welcomes Doug C. Brown, CEO of CEO Sales Strategies and a renowned expert who has built over 35 businesses and generated more than $900 million in sales.  Doug has served as President of Sales and Training for Tony Robbins and Chet Holmes, boosting close rates by 143% and driving a 4,150% increase in product sales. He now helps entrepreneurs and business leaders implement predictable, math-based systems to dramatically increase revenue and profits.  The conversation delves into why identifying your ideal buyer matters more than closing skills, how overlooked follow-up can lead to millions in lost revenue, and why anchoring your business in truthful numbers is non-negotiable. 5 Key Takeaways → Sales growth isn’t magic—it’s applying math to the right metrics. → The biggest mistake owners make is not identifying their ideal buyer. → Speed to follow-up can double conversion rates—sometimes within minutes. → Long-term success comes from relationship capital, not one-off transactions. → Anchoring goals to truthful numbers and measuring the right metrics prevents costly blind spots. Quote from Doug “Sales isn’t math, but sales revenue growth is how you apply math to the right metrics.” Ready to strengthen your sales strategy and grow your wealth? Connect with Doug on his website https://ceosalesstrategies.com/ Subscribe to Grow Your Business & Grow Your Wealth for more expert insights each week, and don’t forget to share this episode with a business owner who’s ready to scale. Learn more about your ad choices. Visit megaphone.fm/adchoices

How did a commercial banker who lived just six blocks away from his future employer end up transforming a small investment firm from breaking even to nearly doubling its business in four years? Brad Wheeler, President of Shaker Investments, 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. 5 Key Takeaways➤ Client retention is more valuable than acquisition because the hardest client to get is the one you lost. ➤ Balance sheet analysis reveals business blind spots that profit and loss statements miss. ➤ Strategic pivoting requires honest self-assessment and letting go of ego when strategies aren't working. ➤ Communication frequency must match individual client preferences to prevent attrition. ➤ Transparency during both market wins and losses builds stronger client relationships. Quote by Brad: "When we make a mistake, that's when you got to get on the phone, and it's when you can talk to people. And I would say most people, when you do that, they're unbelievable. They're understanding and they respect the fact that you picked up the phone and made that call."Connect with BradWebsite: https://www.shakerinvest.com/Email: brad@shaker-invest.com Learn more about your ad choices. Visit megaphone.fm/adchoices

❓What if one small change each month could double your business revenue in two years? In this episode, Gary sits down with Karl Maier, a seasoned CFO and business growth advisor who has helped five companies double their sales in just 24 months. As the founder of Abunden, Karl reveals the surprising reasons companies stall—and how to fix them with smart systems, cash flow forecasting, and people-focused strategies. Forget the usual "cut costs" advice. Karl brings a fresh, empowering perspective for business owners looking to scale with sanity, strategy, and sustainability. From solving payroll chaos to securing the right kind of funding, this conversation is a must-listen for any entrepreneur ready to get out of the weeds and into growth mode. 🔑 Key Takeaways:➤ Your biggest bottleneck may be you: Many owners unknowingly block growth by refusing to delegate or improve their management style.➤ Cash flow is your oxygen: Karl shares his 12-week forecast method that prevents disasters before they happen.➤ Build the system before scaling: Without repeatable processes, every new client feels like chaos.➤ Your CPA isn’t your CFO: They serve different purposes—know the difference so nothing falls through the cracks.➤ AI isn’t scary—it’s your new assistant: From forms to forecasting, Karl shows how simple AI tools can boost productivity and decision-making. 🗣️ “If we make one change each month—even just nine in a year—the impact is phenomenal. Sales don’t move at first, but six months in, something clicks. And by year two? You’ve doubled revenue.”— Karl Maier, Founder of Abunden  ✅ Call to Action:🎯 Want to find out how close you are to your first (or next) $10 million?Take Karl’s free $10 Million Growth Map Quiz and start building your roadmap today at abunden.com. 📲 Connect with Karl on LinkedIn for more insights and real-world business tips. https://www.linkedin.com/in/karlkmaier/ Learn more about your ad choices. Visit megaphone.fm/adchoices

How are digital assets transforming the way entrepreneurs and business owners build wealth for the future? In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt welcomes Jake Claver, Founder and CEO of Digital Family Office. Jake’s firm specializes in bringing the sophisticated financial tools once reserved for ultra-high-net-worth families to business owners and professionals. With a tech-forward approach, he helps clients minimize tax liabilities, optimize financial operations, and build sustainable wealth in today’s digital economy..Key Takeaways➔ Digital assets are no longer fringe — family offices are using them as a serious wealth strategy.➔ Institutional custody and $100M+ insurance give clients peace of mind in a volatile market.➔ Smart portfolio allocation keeps crypto exposure low while still unlocking asymmetric upside.➔ Tax planning and regulatory awareness are critical as laws tighten around digital currencies.➔ Jake’s entrepreneurial journey proves that solving your own financial challenges can scale into solutions for others. Call to ActionDiscover how digital assets and family office strategies can help you grow and protect your wealth. Listen now to Grow Your Business & Grow Your Wealth with Gary Heldt for insights that blend innovation, security, and long-term financial success. Learn more about your ad choices. Visit megaphone.fm/adchoices