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 v...

🛡️ 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 leg...

🧠 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 extensiv...

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...

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 p...

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...

  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 cons...

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 busines...

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 als...

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 b...

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 mark...

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 an...

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 wor...

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-wor...

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....

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 en...

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 addre...

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 highlighte...

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...

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 hi...

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 054 Unlocking the Power of Resilience and Perseverance with Darryl Isaacs For over 30 years, attorney Darryl Isaacs has been fighting for justice and fair compensation for his clients as “The Hammer,” and that nickname is for good reason. He smashes through delays, red tape, and all the sneaky tactics that insurance c...

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 053 Impactful Fundraising through Storytelling with Emily Heck Emily Heck is a nonprofit marketing consultant and the president of Evergreen Strategic Communications. After years of working in the nonprofit and higher education industries, Emily launched Evergreen in 2019 with the goal of helping nonprofits, education...

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 52 Empowering Clients through Comprehensive Insurance Education with Kimberly Wilson Kimberly transitioned from a healthcare career to the insurance field three years ago, initially starting without any licenses. With the support of her boss, she obtained her insurance licenses and pursued advanced education, earning...

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 051 Estate Planning & Family Inclusion with Paul Shugar As a shareholder and Co-Chair of Reminger's Estates, Trusts, and Probate Litigation Practice Group, Paul has statewide experience involving an array of million-dollar estate, trust, and guardianship issues such as undue influence, power of attorney abuse, and fin...

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 50 Maximizing Efficiency: Implementing Pooled Employer Plans with Paul Salamon and David Schlageter. Paul SaIamon, CPFA has been a Financial Services professional for over 30 years. As an Independent Advisor and Retirement Plan Specialist, focusing on the unique needs of each corporate client and works to create plan...