Gary Heldt's Secrets to Business Growth and Financial Success
Wayne Zell talks with Gary Heldt about his career journey and the development of Small Business Advisors. They explore building client relationships, the role of technology, and the importance of tax planning and community involvement. The conversation delves into financial strategy challenges, the value of embracing discomfort, and taking calculated risks. They also cover the importance of assembling the right team and selecting a business coach. Gary shares his contact information and introduces his own podcast, concluding with closing remarks and expressions of appreciation.
Key Points
- Building a strong financial team with experts like a corporate attorney, CPA, financial advisor, business coach, and insurance broker is crucial for business growth and wealth management.
- Listening to clients and understanding their unique needs is essential for providing tailored financial strategies that drive long-term success and client retention.
- Effective tax planning and strategic financial decisions, such as entity restructuring and cost segregation studies, can significantly reduce tax liabilities and enhance business profitability.
Welcome to Blueprint for Wealth, your go-to video blog for achieving financial freedom and business success. In this episode, host Wayne Zell interviews Gary Heldt, a seasoned CPA, entrepreneur, and financial expert with over 30 years of experience.
Gary shares invaluable insights from his book, The Right Team, The Right Plan: A Winning Approach to Growing Your Business and Your Wealth, and discusses the importance of assembling the right financial team, effective tax planning strategies, and the role of community engagement in business growth.
Key Takeaways:
• The importance of selecting the right financial team who will LISTEN to you
• Effective tax planning strategies to save your business money now
• How community involvement can enhance your business reputation
• The benefits of leveraging technology for business efficiency
• Real-life success stories and practical advice for entrepreneurs
Whether you're a budding entrepreneur or a seasoned business owner, this episode is packed with actionable advice to help you grow your business and achieve financial success. Don't miss out on Gary's expert tips and inspiring stories!
Subscribe to our channel for more insightful interviews and business strategies.
Chapters
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Transcript
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