Better Business, Better Life

🦷 What’s Your Dental Practice Really Worth? Here’s What Most Dentists MissIn this episode of Better Business, Better Life, Terry sits down with Stan Kinder, leading dental consultant, podcast host of Success Strategies for Dental Practice Owners, and author of the upcoming book of the same name. Together, they explore how to build, optimize, and sell a dental practice for maximum value, sharing valuable insights and practical tips for listeners. Stan draws from decades of experience—including optimizing over 100 practices and facilitating more than $200 million in acquisitions—to discuss common pitfalls, DSO trends, and why most dentists undervalue their own practices. This episode is a must-listen for dental practice owners and professionals looking to grow, prepare for transition, or simply make smarter business decisions. 🔑 Key Takeaways: 🧠 Think Like a Business Owner: Dentists who adopt a business mindset—beyond the clinical chair—tend to build more scalable and profitable practices. 📈 Know Your Numbers: Understanding EBITDA and cost benchmarks can uncover hidden growth opportunities and boost valuation. 💰 Sell Smart: Dental Service Organizations (DSOs) often pay 3-4x more than traditional buyers—but only if your practice is structured right. 🏥 Market Shifts Are Coming: A wave of retiring dentists and debt-laden grads is accelerating consolidation in dentistry. Prepare now. 🧾 Marketing Mindset Matters: Don’t judge a campaign by first-month ROI—think in terms of lifetime patient value and referrals. “If you're going to sell an asset, why not do it in a way that gives you the best possible return?” “Most dentists only sell once—and they’re pretty naive about the process.” “The person who can spend the most money acquiring a new patient is the one who wins. Marketing is an investment, not an expense.” 💬 Quotes from Stan Kinder: 🔗 Conclusion: Whether you're years from retirement or ready to sell tomorrow, this episode gives you the clarity—and the caution—you need to take control of your dental practice’s future value. Learn more about your ad choices. Visit megaphone.fm/adchoices

🛡️ How Estate Planning Empowers Legacy, Business, and Family In this episode of Better Business, Better Life, Terry sits down with Jennifer Norton, founder of Norton Estate Planning & Elder Law. Together, they explore the critical importance of proactive estate planning, sharing valuable insights and practical tips for individuals, business owners, and families. Jennifer draws from 16 years of legal experience to unpack the overlooked details of trust funding, probate, and business succession planning. This episode is a must-listen for those seeking to protect their wealth, preserve family harmony, and build a lasting legacy. 🔑 Key Takeaways: ● 💼 Running a Law Firm vs. Running a Business: Jennifer reveals the behind-the-scenes lessons of transitioning from lawyer to entrepreneur and why systems and operations matter. ● 🧾 Why Trusts Can Still Go Through Probate: A trust is only as strong as its funding—Jennifer breaks down how failing to retitle assets can derail your estate plan. ● 🧬 Estate Planning Mistakes That Hurt Families: She explains why assumptions like “everything goes to my spouse” can cause major surprises and conflict. ● 🏢 Using Estate Planning as a Business Strategy: Learn how to align your business and personal legacy to avoid liability and ensure continuity. ● 📂 Leave a Roadmap, Not a Mystery: Jennifer urges listeners to organize and document asset details so families aren’t left searching or litigating. 🗣️ Quotes from Jennifer Norton: ● “Doing nothing is the worst legacy you could ever leave.” ● “A trust is just a stack of paper until you fund it properly.” ● “Your kids already know who’s going to cause the drama—have the conversation anyway.” 🔗 Conclusion: This episode is packed with actionable insight, humor, and heart. As Jennifer reminds us: “Everyone’s family is uniquely dysfunctional—but with planning, you can at least protect them from chaos.” Learn more about your ad choices. Visit megaphone.fm/adchoices

🧠 Are You Making These Costly Estate Planning Mistakes? In this episode of Better Business, Better Life, Terry sits down with Jaclyn Palumbo, a leading elder law and estate planning attorney and partner at Palumbo & Sweet. Together, they explore how families can protect their assets, plan for long-term care, and navigate Medicaid without making devastating mistakes. Jaclyn draws from her extensive legal experience and community involvement to discuss the critical steps families should take to secure their legacy and ease the burden on loved ones. This episode is a must-listen for caregivers, aging individuals, and families looking to plan ahead, providing both knowledge and tools to navigate this important subject. Key Takeaways ● 🏛 DIY Legal Documents Can Backfire: Attempting to draft estate or Medicaid plans without a qualified attorney can lead to expensive, irreversible mistakes. ● 💡 Planning is Prevention: Starting your estate and long-term care planning before a crisis can save you money, protect your assets, and give your family peace of mind. ● 💸 Spend Down ≠ Give It All Away: Misunderstanding Medicaid’s rules—like giving large gifts too soon—can jeopardize eligibility and financial security. ● 💬 Caregivers Need Care Too: Don’t sacrifice your own health while caring for a loved one; proper planning can relieve pressure and preserve your role as a spouse or child. ● 🧾 Everyone Over 18 Needs an Estate Plan: Even young adults should have basic documents in place—don’t wait until it’s too late to make your wishes known. Quotes from Jaclyn Palumbo ● “It’s always cheaper to do something right the first time than to fix a botched situation later.” ● “If you’re paying an attorney for advice—follow it.” ● “Do what you want with your money. It’s yours—not your kids’—until you say otherwise.” ● “You’ve paid into the system for decades—don’t feel guilty using Medicaid if you qualify.” ● “Don’t break down caring for your loved one. You can’t pour from an empty cup.” Connect with Jaclyn: Website: www.palumboandsweet.com LinkedIn: www.linkedin.com/in/jaclyn-palumbo-43124350 LinkedIn: https://www.linkedin.com/company/palumbo-and-sweet-llc/ Facebook: https://facebook.com/palumbosweetllc Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 69 Navigating Estate Planning and Business Succession: A Comprehensive Approach with Erica Carducci Erica, Partner at UB Greensfelder, focuses her practice on estate planning, trust and estate administration, and tax compliance. She helps clients achieve their personal and financial goals while minimizing estate, gift, and generation-skipping transfer taxes. She also advises fiduciaries and prepares related tax filings. Recognized by Best Lawyers: Ones to Watch® and Ohio Super Lawyers Rising Stars, Erica brings a strategic, client-focused approach to every matter. She is actively involved in the legal community, serving as Secretary of the Cincinnati Bar Association’s Estate Planning & Probate Practice Group and a 2024 Fellow of the Ohio State Bar Foundation. She is also a member of the Ohio and New York State Bar Associations. Listen to this informative Better Business, Better Life episode with Erica Carducci about the intersection of tax strategies, estate planning, and business succession planning. Here is what to expect on this week’s show: ● Erica explains it’s crucial for affluent families to integrate their business interests into their estate plans to safeguard assets and ensure smooth business succession. ● Erica stresses with potential changes in estate tax exemptions, it's advised to proactively use current exemptions to fund trusts, protecting assets if exemptions decrease in the future. ● A personalized approach in estate planning, treating clients like family, facilitates open discussions and helps address underlying issues to ensure the family legacy is preserved and aligned with their goals and values for future generations. Connect with Erica: Website: https://www.ubglaw.com Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 68 Building Generational Wealth: The Journey of Ohio Heritage Law with Jeanette Mullett-Meisel Jeanette Mullett-Meisel is the founder and principal attorney of Ohio Heritage Law LLC, a Wadsworth, Ohio-based law firm dedicated to estate planning, elder law, and probate administration. With a background as a school psychologist for over 15 years, Jeanette developed a strong foundation in guiding families through complex systems, problem-solving, and future planning. This experience gives her a unique perspective on family dynamics and decision-making, allowing her to craft thoughtful and personalized estate plans that align with her clients' long-term goals and values. Listen to this informative Better Business, Better Life episode with Jeanette Mullett-Meisel about estate planning, the impact of lacking a plan, and the importance of relationships and education in safeguarding wealth and assets for future generations. Here is what to expect on this week’s show: Jeanette discusses prioritizing strong client relationships, ensuring estate plans reflect family dynamics, values, and wishes. Jeanette empowers clients through education, ensuring they make informed, confident decisions about their financial legacies. Jeanette stresses early planning, sharing personal experiences to highlight the importance of protecting assets and loved ones from the unexpected. Connect with Jeanette: Website: www.ohioheritagelaw.com YouTube: https://www.youtube.com/@OhioHeritageLawLLC Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 067 Mastering Estate Planning: Strategies for Wealth Preservation and Client Satisfaction with Eido Walny Eido M. Walny is the founder of Walny Legal Group LLC, specializing in estate planning, asset protection, and business succession. A Best Lawyer in America and Wisconsin Super Lawyer, he holds the prestigious AEP, EPLS, and TEP designations. A graduate of the University of Chicago and Boston University School of Law, Eido is a national speaker, author, and estate planning editor for Investopedia. He is admitted to practice in Wisconsin, New York, and Illinois. Listen to this informative Better Business, Better Life episode with Eido Walny about the importance of thorough estate planning, adapting to tax law changes, professional growth, and the value of strong client relationships. Here is what to expect on this week’s show: ● Eido stresses the value of mastering your craft while building strong relationships. Success comes from both expertise and meaningful connections that create opportunities for growth. ● Eido prioritizes client satisfaction over billable hours, believing that strong relationships and successful outcomes drive long-term success. By focusing on what’s best for the client, financial success naturally follows.. ● Eido cautions against cutting corners in estate planning to satisfy client demands for speed and cost savings. Rushing the process or skipping key steps can lead to issues that may not emerge for years Connect with Eido: Website: www.walnylegal.com LinkedIn: https://www.linkedin.com/in/eido-walny-jd-aep-epls-2756a5/ X: @walnylegalgroup Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 066 Uncovering Tax Saving Strategies: A Deep Dive with CPA and Tax Coach, Gary Heldt with Gary Heldt Gary D. Heldt, Jr., CPA, is the owner of Small Business Advisors in Gambrills, Maryland, serving clients in Maryland, Virginia, and Washington, DC. With over 30 years of experience, he provides accounting and consulting services to business owners and individuals. A Premier Tax Coach in Anne Arundel County, Gary goes beyond tax preparation—helping clients shape their financial future, strengthen their businesses, and achieve financial success. He serves as a trusted advisor and strategic partner, guiding clients toward long-term growth. Listen to this informative Better Business, Better Life episode with Gary Heldt about proactive tax planning and collaborative approaches. Here is what to expect on this week’s show: ● Gary emphasizes the significance of listening to clients, understanding their situation, and formulating customized plans tailored to individual circumstances. This method focuses on building strong relationships to uncover opportunities for tax savings and enhance client wealth. ● Gary highlights the importance of small business owners having a board of advisors to hold them accountable and provide strategic guidance. ● Gary defines success by reflecting on the financial achievements of his clients. He shares a story of partners who, with his guidance and support from other advisors, transformed their struggling business into a successful venture Connect with Gary: LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr/ Podcast: https://podcasts.apple.com/us/podcast/grow-your-business-and-grow-your-wealth/id1521874291 Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 065 Overcoming Mindset Challenges in Business with James Brown James, CEO/Founder of Business Accelerator Institute and Perseverance Squared, is a business consultant with a strong legal background. He launched his first business in 1994, scaling it to $8M in annual revenue. Since 2014, he has coached over 350 business owners in strategic growth. As a fractional CEO/SLFU Program Manager at How to Manage a Small Law Firm, he grew Small Law Firm University to $3M in a year and developed a CMO program generating $2M annually. A Lindenwood University Business graduate with a JD from St. Louis University, James co-authored the best-selling Shift Happens and has earned numerous industry accolades. Listen to this informative Better Business, Better Life episode with James Brown about overcoming doubt, embracing self-belief, and strategies for small business growth. Here is what to expect on this week’s show: ● James emphasizes the importance of surrounding yourself with supportive networks and avoiding people who instill limiting beliefs. By believing in yourself and doubting doubts rather than beliefs, one can overcome mindset challenges and achieve success in business. ● James emphasizes the importance of systemization and scaling for small business growth, allowing owners more time and efficiency. Inspired by system-driven models like McDonald's, he advocates for streamlined processes to achieve sustainable success. ● In times of economic changes or challenges, James suggests making strategic pivots to take advantage of the situation rather than falling into a victim mindset. By being proactive and adapting to shifts, business owners can navigate uncertainties and capitalize on opportunities for growth. Connect with James: Website: https://businessaccelerator.institute/betterbusiness/ Business Accelerator Course: https://courses.businessaccelerator.institute/?am_id=terrydupont TikTok: Business Accelerator Institute (@business.accelera) | TikTok Instagram: Business Accelerator Institute (@business.accelerator.institute) • Instagram photos and videos Facebook: https://www.facebook.com/businessacceleratorinstitute Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/\ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 064 with Richard Mills Richard Mills is a Michigan-based estate planning attorney specializing in trusts, charitable giving, and estate administration. As Senior Counsel at Smith, Haughey, Rice & Roegge, he helps clients achieve philanthropic and financial goals. A leader in shaping Michigan’s trust laws, Rick has also testified before the Department of Treasury on donor-advised funds and co-edits Drafting the Michigan Trust. He is updating the ABA’s Charitable Gift Planning: A Practical Guide for the Estate Planner and serves on nonprofit boards. Listen to this informative Better Business, Better Life episode with Richard Mills about estate planning and charitable giving. Here is what to expect on this week’s show: ● Richard highlights donor-advised funds as a way to make philanthropy more accessible, allowing families to foster generosity and honor loved ones through charitable giving. ● Richard explains qualified charitable distributions from retirement accounts as an effective strategy for blending charitable giving with estate planning, allowing individuals to support their favorite causes while enjoying tax benefits. ● Richard emphasizes the importance of collaborating with estate planners, accountants, and gift planners to effectively navigate the complexities of charitable giving. Connect with Richard: Website: https://shrr.com/our-people/richard-mills/ LinkedIn: https://linkedin.com/in/richard-rick-mills-712b401b Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode Listen to this special episode Better Business, Better Life. This holiday season, we're bringing you a very special Better Business, Better Life bonus episode! Join Terry DuPont as he shares an inspiring and entertaining clip show featuring the best moments from past guests—all featured in Terry’s highly anticipated book, Better Business, Better Life: Building on Your Success, launching in 2025. What You’ll Hear in This Episode: • Insights and advice from top entrepreneurs and professionals. • Key strategies for building a better business and improving your life. • Memorable highlights and powerful stories from Terry’s incredible lineup of guests. Whether you’re tuning in for the first time or have been with us from the start, this bonus episode is packed with the inspiration and actionable takeaways you need to end the year strong and kickstart your 2025 goals. Don’t Miss the Book Launch: Terry’s upcoming book, Better Business, Better Life: Building on Your Success, is set to launch in 2025. Stay tuned for updates on how you can grab your copy! Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry The Scariest Part is Starting with Leslie and Brady Huffer Leslie and Brady Huffer started a digital marketing side hustle (offering written and video content to companies) soon after they got married as a creative outlet and additional income stream while she was a special education teacher and he was in corporate sales. Their marketing agency, Hey Huffers, grew faster than they had anticipated and they decided to take the leap to quit their 9 to 5 jobs and run it full-time at the end of 2021. A week later they found out they were pregnant and expecting a baby girl! Now they get to run their business and be home and present with their daughter each day! In addition to Hey Huffers, Leslie has started a community for other moms who want to make money from home so they can be with their children called The Joyful WAHM (work at home mom). They love supporting entrepreneurs and empowering other families to discover time and financial freedom! Listen to this informative Better Business, Better Life episode with Leslie and Brady Huffer about turning your side hustle into your full time job. Here is what to expect on this week’s show: ● Leslie and Brady discuss the scariest part was starting. ● Leslie and Brady agree they have to be ok with slow growth – don’t expect to be an overnight success. ● Leslie and Brady explain the struggle of working together as husband and wife and separating work and home life. ● Leslie and Brady say they don’t take on too many clients so they can be responsive to their clients and keep it personal. Connect with Leslie and Brady: Website: https://www.heyhuffers.com/ Social Media: Instagram: @heyhuffers @thejoyful_WAHM TikTok: @thejoyful_WAHM Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 63 The Power of Sales Credibility and Leadership Skills with C. Lee Smith C. Lee Smith founded founded Sales Fuel in 1989. Lee was named as one of the world's Leading Sales Consultants by Selling Power magazine from 2018–2024. Foremost expert in sales credibility, executive leadership, sales coaching and behavioral analysis. Lee is author of the bestsellers SalesCred: How Buyers Qualify Sellers and Hire Smarter, Sell More!, co-host of the Manage Smarter podcast and frequent keynote speaker. Listen to this informative Better Business, Better Life episode with C. Lee Smith about credibility and leadership. Here is what to expect on this week’s show: ● Lee explains trust is the cornerstone of successful sales interactions. Building trust with potential buyers requires a combination of likability, visibility, and proof of credibility. ● Lee talks about the integration of artificial intelligence (AI) into business processes and how it is essential for staying competitive in the sales industry. ● Lee discusses success in sales is not solely measured by financial gains. It also involves positively impacting others and supporting personal and industry growth. Connect with C. Lee Smith: Website: https://salesfuel.com/ Lee LinkedIn: https://www.linkedin.com/in/cleesmith/ Sales Fuel LinkedIn: https://www.linkedin.com/company/sales-fuel/ YouTube: https://www.youtube.com/channel/UCh-kdXBnek3hlsQqFF3sm-w Instagram: https://www.instagram.com/salesfuel/ Facebook: https://www.facebook.com/salesfuel/ X: https://x.com/salesfuel Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 62 Income Diversification for Long-Term Financial Success with Zachary Roper Zachary Roper is an entrepreneur and Managing Director at Zachary Roper Consulting. ZRC specializes in fractional CFO solutions for small to midsized companies. He has extensive experience in M&A services and financial reporting and loves working with smaller clients in order to make larger impacts on a per deal basis. Listen to this informative Better Business, Better Life episode with Zachary Roper about income diversification. Here is what to expect on this week’s show: ● Zachary emphasizes the significance of achieving key milestones early on in the business journey. From making the first dollar to scaling revenue from millions to tens of millions, understanding how to generate revenue and optimize marketing investments is crucial for long-term success. ● Zachary encourages business owners to diversify income streams to avoid financial pitfalls during expansion. By exploring innovative partnerships and revenue-generating avenues, companies can build resilience and adaptability in the face of market fluctuations. ● Zachary highlights the importance of operational efficiencies and understanding the economic drivers of your business. By streamlining processes and making strategic decisions, companies can position themselves for sustainable growth and profitability. Connect with Zachary: Website: theropergroup.com LinkedIn: https://www.linkedin.com/in/zacharyroperiu/ Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 061 Navigating Complex Tax Strategies with a Specialized Attorney with Todd Villarrubia Todd is an accomplished and board-certified estate planning and administration expert, certified by the Louisiana Board of Legal Specialization. Demonstrated success across various disciplines within tax law, including high net-worth estate planning, multi-generational wealth transfer planning, charitable planning, corporate business and tax compliance, wills and trusts, income tax planning, and business tax advisory services. Proven track record in client relationship management with a strong work ethic and a drive for superior-level success. Listen to this informative Better Business, Better Life episode with Todd Villarrubia about tax strategies. Here is what to expect on this week’s show: ● Todd's journey into estate planning was influenced by personal experiences with family financial issues, leading him to specialize in tax law and estate planning. His expertise and board certification in estate planning set him apart in the field, with only a limited number of attorneys nationwide possessing similar credentials, making his services highly sought after for individuals with complex financial affairs. ● Todd discusses the importance of having a tax attorney for financial benefits and high-end strategies. Todd's expertise in estate planning, with extensive testing and ongoing education requirements, sets him apart in the field. ● Todd stresses the importance of expertise in tax and estate planning to prevent costly mistakes and ensure smooth transitions for high net worth clients. With their extensive experience and unique skill sets, specialized attorneys can provide complex strategies for multi-generational wealth transfer planning that minimize tax liabilities and preserve family legacies. Connect with Todd: Website: https://lawealthplan.com LinkedIn: https://www.linkedin.com/in/todd-villarrubia/ Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 060 Navigating Complex Legal Challenges in Personal Injury Cases with Chad Romey Chad Romey is a trial attorney with the Indiana-based law firm Blackburn Romey. Following his graduation from law school (University of Virginia), he worked in Atlanta with one of the biggest law firms in the world, Greenberg Traurig LLP. For the last three years, he has been named “Best Lawyer” in the Fort Wayne Newspapers Readers’ Choice competition. Listen to this informative Better Business, Better Life episode with Chad Romey. Here is what to expect on this week’s show: ● Chad emphasized that one is not proficient on day one as a lawyer, regardless of the practice area; and highlights the significance of gaining experience through exposure to a variety of cases. ● Chad attributes his success and recognition as one of Indiana's top attorneys under 40 to the collaborative efforts of his team at Blackburn Romey. He stresses the importance of a team approach in handling personal injury cases effectively, ensuring a holistic and strategic representation for clients. ● Chad's dedication to personalized client care shine through in his discussion about the emotional aspects of personal injury cases. He highlights the misconception surrounding personal injury clients and stresses the importance of understanding and empathizing with clients' challenges to provide them with comprehensive support. Connect with Chad: Website: www.blackburnromey.com Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 059 Have A Team Invested In Your Success with Sherry Borshoff Sherry Borshoff takes pride in helping business owners succeed and grow. Business owners want to hire Borshoff Consulting, to manage the unavoidable day to day requirements of bookkeeping, payroll, and taxes so they have more time to focus on growing and enhancing their business. Additionally, Sherry helps businesses run at maximum efficiency while making certain they will avoid any unpleasant tax situations which may occur. She help business owners operate their business to be the business they envision. Listen to this informative Better Business, Better Life episode with Sherry Borshoff about building your team for success. Here is what to expect on this week’s show: ● Sherry discusses her transition into self- employment; and how a self-employed person must look at finances in a more creative way. ● Sherry explains the importance of reaching out for help and communicating with your financial advisor and accountant is you think something may be wrong with your finances – especially as a business owner. ● Sherry and Terry agree that you must have a good team invested in your success: lawyer, financial advisor, accountant. Connect with Sherry: Website: https://borshoffconsulting.com/ LinkedIn: https://www.linkedin.com/company/borshoff-accounting-llc/?viewAsMember=true Facebook: https://www.facebook.com/borshoffconsulting Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 057 Personal and Business Planning: Protecting Clients' Interests with Dave Ison Dave has provided customized, personal, and business legal services for over three decades. Whether you are estate planning, business planning, or wealth building and maintenance, you can feel confident knowing your concerns will be addressed by someone who has “been there and done that” successfully for many others on many different occasions. As a graduate of The Ohio State University and Capital University Law School, Dave was sworn into the bar in the State of Ohio, and all federal courts in Ohio, including the 6th Circuit Court of Appeals and the United States Supreme Court. In the mid-1980s, Dave focused mainly on litigation, both defense and plaintiff work. However, his primary focus shifted toward personal and business planning in the mid-1990s. While still engaged in both plaintiff and defense business litigation, the practice expanded its focus in the areas of personal estate and business planning and protection and assisting in client’s wealth building and management. Listen to this informative Better Business, Better Life episode with Dave Ison about personal and business planning. Here is what to expect on this week’s show: ● Dave transitioned from litigation to focusing on personal and business planning, which had a significant impact on his practice. Initially, he enjoyed litigation work, but when he started getting involved in small business planning, he found a passion for strategic planning and creating a protective environment for clients. This led him to start his own firm, where he focused on transactional work, business structure planning, and estate planning. ● Dave recognized the importance of treating small businesses differently and ensuring succession and value for future generations. Now, his niche is providing planning services for individuals and businesses, including estate plans and asset protection plans. ● Recognizing the importance of knowing your limits and seeking help when necessary, Dave emphasizes the need to bring in someone else who has the necessary expertise when faced with unfamiliar situations. ● Succession Planning and Passing on the Practice is crucial for Dave's law practice. He is now working with third-generation clients and his son, Grant, has taken on a more prominent role in the firm. Dave emphasizes the importance of training and preparing successors for a smooth transition and continuation of the practice. Connect with Dave: Website: www.ison.law LinkedIn: https://www.linkedin.com/in/daveison/ Facebook: https://www.facebook.com/DavidIsonBusinessEstatePlanning Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Listen to this informative Better Business, Better Life episode with Robert and Kimberley Raimondo about AI and navigating industry changes. Here is what to expect on this week’s show: ● Robert and Kimberley emphasize the importance of staying informed and collaborative to navigate industry changes successfully. Creating an environment where advisors can bring new ideas and resources is highlighted as a way to stay ahead of the industry. The critical intersection of humans and technology Kimberley emphasizes that asset managers and advisors will not be replaced and the intersection of humans and technology is critical. Adaptation and innovation are both necessary to better serve clients and drive change in the industry. ● Kimberley emphasizes the need to make informed decisions for clients and not simply follow trends. Embracing change is inevitable and, when done responsibly, can lead to better outcomes for clients. The goal is to find ethical and responsible ways to take advantage of these changes and drive innovation in the industry. ● Robert and Kimberley explain, in the world of finance, the intersection of humans and technology is increasingly critical. Change is inevitable, and businesses should not shy away from it. By embracing technology responsibly, businesses can better serve clients and advance their goals. ● Robert and Kimberley discuss how AI Managed Portfolios revolutionize the investment industry by using artificial intelligence and ensemble methodologies to predict stock performance and build consensus among fund managers. This innovative approach, pioneered by a fintech firm with expertise in AI, allows for a more accurate predictive engine. By analyzing the high conviction overweights of different mutual fund managers daily, AI Managed Portfolios identify consensus and construct portfolios based on these insights. The result is increased performance and reduced downside risk. Connect with Robert and Kimberley: https://redwoodprivatewealth.com Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 056 Empowering Clients Through Personalized Insurance Solutions with Linda Jackson Linda is licensed in Indiana, Ohio, and Nevada. In 1978 she joined her father-in-law, Forrest Jackson, in his agency, Forrest N. Jackson Insurance, Inc. Forrest started his agency in 1955 and proudly served Shelter since 1970 up to his death. Linda considers it a privilege to have worked with him. She feels fortunate to have had both her son & daughter work with her in my agency for many years. Her son has gone on to be a Shelter district manager in Cincinnati, Ohio while her daughter, who has her master’s degree, decided to pursue her calling of helping families with disabled members. Linda is married with two children, and five grandchildren. Listen to this informative Better Business, Better Life episode with Linda Jackson. Here is what to expect on this week’s show: Linda discusses her motto of treating others the way she would like to be treated. This principle has not only guided her interactions with clients but also influenced her approach to training her staff. By focusing on the well-being of her clients rather than solely on monetary gains, Linda has established herself as a reputable and trusted insurance agent. Linda emphasizes the importance of conducting annual reviews to ensure personalized attention and appropriate coverage. This strategy allows clients to ask questions and address concerns they may not have thought of otherwise, fostering a deeper understanding of their needs. Linda's advice on staying ahead in the insurance industry includes continuous education, networking with other agents, and keeping abreast of industry trends. By adapting to changes in the industry and proactively seeking knowledge, she has been able to provide top-notch service to her clients. Connect with Linda: Website: https://www.shelterinsurance.com/CA/agent/LINDAJACKSON Facebook: https://www.facebook.com/FortWayneShelter Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 55 Fulfillment through Integrity and Service-oriented Mindset with Bill Hartman Bill Hartman celebrated his 40th anniversary as an Independent Health & Life Insurance Agent on June 10, 2024. Over his career, Bill has earned numerous awards for leadership and sales. After losing his father at 12, Bill dropped out of high school at 16 to work. In 1982, he began selling life insurance part-time and transitioned to full-time in 1984, inspired by the birth of his daughter, Cortney. Bill earned his GED in 1993 and has since become a top producer, licensed in 15 states. He is also a founding member of the local NABIP chapter. At Hartman Insurance Services, he trains agents, including family members, and remains dedicated to serving his community. Listen to this informative Better Business, Better Life episode with Bill Hartman about business and service integrity. Here is what to expect on this week’s show: ● Bill's approach to life and business is influenced by his experiences, including the loss of his father at a young age. He emphasizes the importance of not worrying about things beyond your control, a philosophy that has guided his decision-making and outlook on life. ● For Bill, success is not merely financial gain but personal fulfillment and integrity. He believes that success is rooted in doing what's right for people day in and day out, a principle that has shaped the culture of Hartman Insurance Services. ● Bill's commitment to maintaining a family legacy is evident through his daughter's involvement in the business. By fostering a high-energy, family-first work environment, Bill ensures that his staff can prioritize family while delivering top-notch service to clients. Connect with Bill: Website: https://hartmaninsuranceservices.com Instagram: https://www.instagram.com/hartmaninsuranceservices/ LinkedIn: https://www.linkedin.com/company/hartman-insurance-services-fw/?viewAsMember=true YouTube: https://www.youtube.com/@hartmaninsuranceservices Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices