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.