Better Business, Better Life

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 024 Optimizing Performance through Human Judgment and AI with Robert and Kimberley Raimondo

Robert is a highly experienced professional in the financial advisory sector, with over 20 years of expertise in the field. Starting as an individual practitioner, he successfully merged his firm into a larger organization, eventually becoming a managing director. With a strong background in law, including trademarks and intellectual property, Robert brings a unique perspective to his work. Currently, he focuses on business development, strategic partnerships, and new initiatives, actively seeking out new information and staying ahead of industry trends. His leadership and collaborative approach have helped his firm to be progressive and adaptable in the ever-changing landscape of the financial advisory sector.

Kimberley is a seasoned professional in the financial advisory sector, with a strong background in law and compliance. After starting her career as a litigation attorney, specializing in prosecution and civil litigation, she made a successful transition into the corporate space. For the past twelve years, Kimberley has been working in the Registered Investment Advisor (RIA) sector, focusing on compliance and regulatory matters. As a partner and owner of Redwood Private Wealth, a nationally registered RIA with over 50 advisors, Kimberley serves as the president and chief compliance officer. Her expertise in SEC registration and oversight of large advisory firms has been instrumental in the firm’s success. Alongside her husband Bob, who is also an advisor, Kimberley faces the unique challenge of balancing their personal and professional lives as they work together in the same firm. Through their years of experience, they have developed effective strategies to manage the overlap between their personal and professional responsibilities.

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.

Connect with Robert and Kimberley:

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Connect with Terry:

Website: https://www.dupontadvisory.com/

LinkedIn: https://www.linkedin.com/in/terrydupont/

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Better Business, Better Life: Building on Your Success with Terry DuPont Episode 023 Transitioning Power and Responsibilities in the Real Estate Industry with Raymond Modlin

With 23 years in the real estate world, Raymond D. Modglin has plenty of experience to pass on students. As the C.E.O. of REAL University and it’s subsidiaries, Learn Title & Real Estate Monkey, he is a licensed real estate broker, title insurance producer, home inspector and mortgage loan originator.

Over the past 20+ years, Raymond has been radio talk show, podcast host and keynote speaker, he has spoken to and educated over 100,000 students. He is well-known for his quote…

-“More knowledge is always better than less”

Listen to this informative Better Business, Better Life episode with Raymond Modlin about real estate education.

Here is what to expect on this week’s show:

● The real estate education industry faces challenges, particularly with government regulations and the approval process for courses and schools. Raymond explains that obtaining approval for courses and schools is a time-consuming process. Each state requires its own approval for the school, instructor, and course. This governmental regulation hinders the growth and scalability of real estate education companies. Real University stays relevant by conducting weekly meetings to discuss industry trends and articles. By staying informed about changes in the real estate landscape, Real University ensures its curriculum remains current and valuable for aspiring professionals.

● According to Ray, the future of real estate is poised for a paradigm shift. He predicts a significant change in the commission model, currently being challenged by lawsuits against the National Association of Realtors (NAR). Ray envisions a shift towards a model where one broker employs a team of specialists, each with a specific role such as handling contracts, conducting showings, or managing social media marketing.

● Raymond discusses success in real estate. Success has shifted from material possessions to having the freedom to choose how he spends his time. For him, success means being able to attend his grandson’s Christmas program or going on a weekend trip with friends. However, Ray emphasizes that achieving this level of success requires hard work, dedication, and paying dues over 23 years.

Connect with Raymond Modlin:

Website: www.realuniversity.com &

Website: www.5stonesmortgage.com

Facebook: Facebook.com/realuniversity

Instagram: Instagram.com/real_university

Twitter: Twitter.com/realuniversity

Connect with Terry:

Website: https://www.dupontadvisory.com/

LinkedIn: https://www.linkedin.com/in/terrydupont/

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Better Business, Better Life: Building on Your Success with Terry DuPont Episode 022 Navigating Remote Leadership in Changing Contexts with Kevin Eichenberry

Kevin Eikenberry is a world-renowned leadership and remote work thought leader, a multiple-time bestselling author, speaker, consultant, trainer, coach, leader, learner, husband and father (not necessarily in that order).

Kevin is the Chief Potential Officer of The Kevin Eikenberry Group, a leadership and learning consulting company that has been helping organizations, teams and individuals reach their potential since 1993, and the co-founder of The Remote Leadership Institute, formed in 2014. Kevin’s specialties include leadership, remote/hybrid work (and leadership), teams and teamwork, organizational culture, facilitating change, organizational learning and more.

Kevin’s philosophy in business and in life is that every person and every organization have extraordinary potential. Investments of time, energy, focus and money are required for that potential to be realized. He believes learning is an active, ongoing process, not a passive, one-time event. Learning, work and life should be fun; and, if we are doing it right, work (and learning) is play.

Listen to this informative Better Business, Better Life episode with Kevin Eikenberry about remote leadership.

Here is what to expect on this week’s show:

● Kevin understands leadership development and remote work are increasingly important in today’s business landscape; which is why he incorporates virtual training and sales presentations into his programs.

● According to Kevin, one of his biggest challenges is adding greater value and making a positive impact in the world. As the leader of his organization, he recognizes the need to evolve his role to ensure the continued success and effectiveness of his team.

● One of the key principles that Kevin emphasizes is the importance of continuous learning and growth. He believes that success is not a fixed endpoint but an ongoing journey towards a valuable destination. This mindset is reflected in the services provided by his group, which are designed to help individuals and organizations continually improve and evolve.

Connect with Terry:

Website: https://www.dupontadvisory.com/

LinkedIn: https://www.linkedin.com/in/terrydupont/

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Better Business, Better Life: Building on Your Success with Terry DuPont Episode 021 Strategies for Strengthening Insurance Industry Relationships with Adam Hengst

Adam is an insurance advisor who specializes in cyber insurance. Adam got into insurance because his family had a nasty run-in with health insurance companies. He wants to eventually make an impactful change in the industry to help other families. He’s had an interest in computers and finance most of his life. And is excited to get to use a little of both to help business owners navigate a confusing and constantly changing type of insurance. He is taking a coding class, likes to read, and power lifts in his free time.

Listen to this informative Better Business, Better Life episode with Adam Hengst about insurance industry relationships.

Here is what to expect on this week’s show:

● Adam emphasizes the importance of having the proper insurance coverage for both financial health and family well-being.

● Building and maintaining relationships in the insurance industry, especially in the business-to-business context, is crucial for success. According to Adam, one effective strategy is to set in-person or virtual meetings with customers to strengthen the relationship and gain referrals.

● According to Adam, emerging trends in the insurance industry are crucial for future success. He highlights the industry’s slow-moving nature, controlled by legacy insurance companies, but notes that technology has become a key focus in the past decade. Insurance companies are implementing APIs to provide easier access to data for agents, and Adam believes that generative AI, like Chat GPT, will significantly impact the industry.

Connect with Adam Hengst:

https://camargoinsurance.com

Connect with Terry:

Website: https://www.dupontadvisory.com/

LinkedIn: https://www.linkedin.com/in/terrydupont/

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Better Business, Better Life: Building on Your Success with Terry DuPont Episode 20 Leveraging Real Estate Donations for Social Impact with Cami Baker

Cami Baker is a distinguished figure in nonprofit fundraising, particularly in the area of real estate contributions. As the founder of the Real Agents of Change, she has dedicated her career to revolutionizing nonprofit fundraising through innovative methods. Cami believes that enhancing nonprofit fundraising through real estate contributions is a powerful way to attract business and make a positive impact in the community. She emphasizes the importance of personalized engagement and human interaction in fundraising and business development.

Listen to this informative Better Business, Better Life episode with Cami Baker about leveraging real estate donations.

Here is what to expect on this week’s show:

● Cami explains real estate contributions can have a significant impact on nonprofits; and in today’s society, people are increasingly drawn to socially responsible companies and service providers. By aligning with nonprofits and donating real estate, businesses can help causes they care about and attract customers who value philanthropy.

● Cami discusses how incorporating personalized engagement in fundraising and business development is crucial for building strong relationships and attracting potential clients; and how social media plays a significant role in achieving this goal.

● Cami talks about how utilizing social media platforms, individuals and businesses can showcase their passion for causes they care about, such as helping veterans or supporting local nonprofits. This approach allows them to connect with like-minded individuals and stand out from the competition.

● Overall, Cami explains incorporating personalized engagement through social media and aligning with nonprofits can help businesses thrive and build lasting relationships with their target audience.

Connect with Cami:

https://www.facebook.com/cami.baker.56

https://www.linkedin.com/in/camibaker/

https://www.instagram.com/camicebaker

@camibaker97

https://www.youtube.com/camibaker

https://www.facebook.com/TheREALAgentsofChange

Website and digital download of “Real Estate is HOT, Fundraising is NOT”

https://www.theraoc.com/cami

Connect with Terry:

Website: https://www.dupontadvisory.com/

LinkedIn: https://www.linkedin.com/in/terrydupont/

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Better Business, Better Life: Building on Your Success with Terry DuPont Episode 019 Navigating Mindset and Resources for Scaling with Allison Anna

Allison, a seasoned professional with a diverse background in sales, marketing, and data analytics, has worked for several prominent Fortune 500 and Fortune 100 companies. Over the years, she has developed a unique perspective on the topic of “strategies for scaling a business: mindset, marketing, and emotional intelligence”. Allison believes that maintaining a positive mindset and high emotional intelligence are crucial for entrepreneurial success. She emphasizes the importance of utilizing resources like meditation, journaling, and counseling to navigate through difficult times. Moreover, she advocates for the incorporation of emotional intelligence into business practices, as it is a rapidly growing skill and is highly valued by newer generations. Allison’s experiences, including overcoming her own mindset challenges and becoming a bestselling author and empathy expert, have shaped this perspective.

Listen to this informative Better Business, Better Life episode with Allison Anna about navigating mindset.

Here is what to expect on this week’s show:

● Allison explains scaling a business can be daunting, but it’s important to overcome challenges and maintain the right mindset.

● Allison shares her insights on creating a strong marketing strategy for social media advertising.

● Allison discusses the power and importance of emotional intelligence in business.

Connect with Allison:

Website: www.awakenedmarketing.com

Facebook: https://www.facebook.com/officialallisonanna/

Facebook: https://www.facebook.com/awakenedmarketing111/

Instagram: @awakened_marketing

Connect with Terry:

Website: https://www.dupontadvisory.com/

LinkedIn: https://www.linkedin.com/in/terrydupont/

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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/

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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/

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Better Business, Better Life: Building on Your Success with Terry DuPont Episode 016 Have Great Mentors and Learn from the Best with Aaron Kaplan

Aaron focuses his practice on estate planning, probate administration, and trust administration, providing counsel to individuals, families, small businesses, and tax-exempt organizations. Aaron currently serves as vice chair of the Cincinnati Bar Association’s Estate Planning & Probate Committee. Aaron has worked with estate planning clients on matters such as dynasty trusts, trusts for children with special needs, planning for international clients who may be new to Cincinnati or new to the United States, the minimization of estate, gift and generation-skipping transfer taxes, business succession planning for small businesses and privately held entities, charitable trusts, Ohio Legacy Trusts, and related wealth transfer issues.

Listen to this informative Better Business, Better Life episode with Aaron Kaplan about choosing great mentors and learning from them.

Here is what to expect on this week’s show:

● Aaron expresses the importance of having great mentors and continuing to learn from them.

● Aaron discusses recent tax changes with Terry and upcoming changes.

● Aaron explains one of the biggest problems he sees is the absence of estate planning or delay in estate planning.

Connect with Aaron:

Website: https://www.taftlaw.com/people/aaron-h-kaplan/

LinkedIn: https://www.linkedin.com/in/aaron-kaplan-5047abb4/?authType=NAME_SEARCH&authToken=48Nt&locale=en_US&trk=tyah&trkInfo=clickedVertical%3Amynetwork%2CclickedEntityId%3A408062740%2CauthType%3ANAME_SEARCH%2Cidx%3A1-1-1%2CtarId%3A1454425919286%2Ctas%3Aaaron

Connect with Terry:

Website: https://www.dupontadvisory.com/

LinkedIn: https://www.linkedin.com/in/terrydupont/

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Better Business, Better Life: Building on Your Success with Terry DuPont Episode 015 Qualifying for College Financial Aid When You Think You Make Too Much with Seth Greene

Seth Greene is the founder of how to find money for college.com, a nationally recognized college financial aid firm that cuts tuition costs an average of $19,077 per year per child.

Listen to this informative Better Business, Better Life episode with Seth Greene about qualifying for financial aid.

Here is what to expect on this week’s show:

• Seth discusses his college experience and what made him want to look into college financial planning.
• Seth explains that many parents assume they can’t afford to send their kids to that dream private college; don’t assume you cannot afford a school.
• Seth points out that parents must know what their expected contribution is before they start planning.
• Seth gives a tip that is unknown to many: financial aid is negotiable!

Connect with Seth Greene:

Website: www.FindMoneyforCollege.com

Connect with Terry:

Website: https://www.dupontadvisory.com/

LinkedIn: https://www.linkedin.com/in/terrydupont/

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