In this episode, we delve into the crucial topic of finances and taxes for emerging business owners. Navigating the transition from a corporate environment to crafting an independent business can be a significant challenge, particularly when establishing your company's financial framework, including payroll, taxes, and benefits.

In this episode, part of our Beyond the Broker series, we are honored to have Sandy Petty, a leader in client accounting services, joining us. Sandy brings a wealth of knowledge and expertise, discussing the importance of building a robust financial infrastructure necessary for the successful growth of your firm. We will explore critical components such as securing startup capital, developing a comprehensive business plan, and ensuring adequate insurance coverage.

Sandy shares her professional journey—from her beginnings in Aruba and her involvement in basketball to her distinguished career in the finance sector. Her experiences and insights are invaluable for those looking to establish a strong foundation as they transition into financial independence. Prepare for an engaging and informative discussion, providing you with the tools and understanding needed to confidently manage and grow your business.

Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.

New episodes release every week: https://www.womenswealthboutique.com/women-behind-the-millions-podcast

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In this episode of Women Behind the Millions, Jess talks with Jen DeBuhr, Vice President of Sales at Leading Response. With over two decades of experience, Jen has personally facilitated more than 60,000 seminars, making her a leader in marketing and outreach strategies for financial firms, especially those focused on women. Throughout the discussion, Jen shares insights into empowering women in financial settings, her strategic approach to marketing, and the importance of creating inclusive financial education environments. Jen journey at Leading Response highlights the significance of having female mentors and role models in male-dominated industries. Filled with inspiring stories and valuable business tips, this episode offers a look into the intricate work happening behind the scenes to connect and educate women in the financial world. Tune in to uncover the strategies, challenges, and successes of women navigating and revolutionizing the finance industry.

Contact our Guest:

www.leadingresponse.com

Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.

New episodes release every week: https://www.womenswealthboutique.com/women-behind-the-millions-podcast

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In this episode of "Women Behind the Millions," host Jessica Weaver sits down with Darci Smith, founder of Roklyn Consulting, to explore the pivotal role of company culture in financial firms and beyond. Darci shares her journey from a successful corporate recruiter to launching her own consulting firm, revealing how betting on oneself can lead to rewarding independence and fulfillment. Jessica and Darci delve into the significance of power redefined, the challenges women face in male-dominated industries, and the importance of creating a supportive community. They discuss strategies for establishing and evolving company culture, onboarding practices that resonate with employees, and the ongoing quest for alignment between personal and professional values. Whether you're in finance, seeking career independence, or an entrepreneur at heart, this episode offers valuable insights into empowering women to strive for more while nurturing environments where they can thrive. Tune in for an engaging discussion that's all about finding fun, keeping the momentum, and staying true to oneself in the world of wealth management.

Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.

New episodes release every week: https://www.womenswealthboutique.com/women-behind-the-millions-podcast

Follow us on Instagram & Facebook