Small Fortune Podcast

Ep 74: Selling Paso Robles with Jenny Heinzen

44 min · 28. huhti 2026
jakson Ep 74: Selling Paso Robles with Jenny Heinzen kansikuva

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Jenny Heinzen is the Broker and Principal of Vineyard Professional Real Estate in Paso Robles, CA. She is the leading seller of winery and vineyard properties in this market. Why would Carol Collison, a winery M&A advisor, invite a fellow professional on her podcast? It’s because Jenny and Carol aren’t really direct competitors. In this conversation you’ll hear the difference between the two practices (Broker v. Advisor) as it relates to issues such as acquiring clients, finding buyers, and managing a transaction process. Jenny provides an update on the Paso Robles vineyard and winery real estate market beginning around the 32-minute mark for those who want to skip the broker talk. https://vineyardprorealestate.com/ [https://vineyardprorealestate.com/] Questions? Comments? smallfortunepodcast@gmail.com [smallfortunepodcast@gmail.com] Sponsor: Global Wine Partners https://www.globalwinebank.com/ [https://www.globalwinebank.com/] Editor: John Kiernan, The PodHouse Productions www.thepodhouseproductions.com [https://nam04.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.thepodhouseproductions.com%2F&data=05%7C02%7Cjcorcoran%40globalwinebank.com%7C04ca27c232304d80f79e08de2c4fb6ea%7C70f749c026c94acfb17b69f48adead78%7C0%7C0%7C638996918044642332%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=czfW7MA9ue49DgdbRy5c6H1iNoYABUz%2FYK68CX1US4g%3D&reserved=0] Music: Nate Collison Logo Photography: John Corcoran

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Kaikki jaksot

78 jaksot

jakson Ep 77: Glenn Proctor on the Future Grape Market and More kansikuva

Ep 77: Glenn Proctor on the Future Grape Market and More

Glenn Proctor’s family has been growing grapes on a ~200-acres ranch in the Dry Creek Valley since 1904. Today he is not only a grape grower but a proprietor of a small family wine label (Puccioni Vineyards) and a Partner in the Ciatti Global Wine & Grape Brokers. While the subject of the industry’s current grape and wine supply/demand challenges does come up, most of the conversation is about subjects like running a multi-generational farming business, Zinfandel’s place in the wine business, and how growers should think about possible varietals of the future. Since both Glenn and Carol are brokers (albeit in different aspects of the industry) and so they also discuss what it takes to manage transactions and have longevity in their professions. https://ciatti.com/ [https://ciatti.com/] https://www.puccionivineyards.com/ [https://www.puccionivineyards.com/] Questions? Comments? smallfortunepodcast@gmail.com [smallfortunepodcast@gmail.com] Sponsor: Global Wine Partners https://www.globalwinebank.com/ [https://www.globalwinebank.com/] Editor: John Kiernan, The PodHouse Productions www.thepodhouseproductions.com [https://nam04.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.thepodhouseproductions.com%2F&data=05%7C02%7Cjcorcoran%40globalwinebank.com%7C04ca27c232304d80f79e08de2c4fb6ea%7C70f749c026c94acfb17b69f48adead78%7C0%7C0%7C638996918044642332%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=czfW7MA9ue49DgdbRy5c6H1iNoYABUz%2FYK68CX1US4g%3D&reserved=0] Music: Nate Collison Logo Photography: John Corcoran

9. kesä 202638 min
jakson Ep 76: Building a Luxury Service Brand with Silverado Farming’s Pete Richmond kansikuva

Ep 76: Building a Luxury Service Brand with Silverado Farming’s Pete Richmond

It seems unusual to describe a B2B business as a luxury offering but as Silverado Farming Company has evolved over its 25 years, that is the positioning that its founder Pete Richmond has sought. In host Carol’s first interview with a vineyard management company owner, you will hear how Richmond has developed his business to emphasize key attributes of luxury: exclusivity, quality, prestige, and sustainability. Pete is a student of business - and as you will hear - a manager who understands that there is more to business success than maximizing the money in an owner’s pocket. Hear how he created a business that grows brand capital, human capital, and yields other intangible rewards to its owners and employees such as giving back to the community, while also generating profitability. http://www.silveradofarming.com/ [http://www.silveradofarming.com/] Questions? Comments? smallfortunepodcast@gmail.com [smallfortunepodcast@gmail.com] Sponsor: Global Wine Partners https://www.globalwinebank.com/ [https://www.globalwinebank.com/] Editor: John Kiernan, The PodHouse Productions www.thepodhouseproductions.com [https://nam04.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.thepodhouseproductions.com%2F&data=05%7C02%7Cjcorcoran%40globalwinebank.com%7C04ca27c232304d80f79e08de2c4fb6ea%7C70f749c026c94acfb17b69f48adead78%7C0%7C0%7C638996918044642332%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=czfW7MA9ue49DgdbRy5c6H1iNoYABUz%2FYK68CX1US4g%3D&reserved=0] Music: Nate Collison Logo Photography: John Corcoran

26. touko 202637 min
jakson Ep 75: A Short Course in Publicity with O.G. Julie Ann Kodmur kansikuva

Ep 75: A Short Course in Publicity with O.G. Julie Ann Kodmur

Today’s wine business has been shaped by pioneers like Jule Ann Kodmur, who worked on an early Sotheby’s wine auction, and then worked for many important distributors and wine companies. She started her own consulting firm in 1997. Julie Ann and host Carol Collison talk through the differences between working for a company and being self-employed, but most importantly Julie Ann shares many, many great ideas about how to get publicity for your company. From stodgy old media to today’s influencer media environment, Julie Ann has experienced it all on behalf of her clients. http://julieannkodmur.com/ [http://julieannkodmur.com/] Questions? Comments? smallfortunepodcast@gmail.com [smallfortunepodcast@gmail.com] Sponsor: Global Wine Partners https://www.globalwinebank.com/ [https://www.globalwinebank.com/] Editor: John Kiernan, The PodHouse Productions www.thepodhouseproductions.com [https://nam04.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.thepodhouseproductions.com%2F&data=05%7C02%7Cjcorcoran%40globalwinebank.com%7C04ca27c232304d80f79e08de2c4fb6ea%7C70f749c026c94acfb17b69f48adead78%7C0%7C0%7C638996918044642332%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=czfW7MA9ue49DgdbRy5c6H1iNoYABUz%2FYK68CX1US4g%3D&reserved=0] Music: Nate Collison Logo Photography: John Corcoran

12. touko 202637 min
jakson Ep 74: Selling Paso Robles with Jenny Heinzen kansikuva

Ep 74: Selling Paso Robles with Jenny Heinzen

Jenny Heinzen is the Broker and Principal of Vineyard Professional Real Estate in Paso Robles, CA. She is the leading seller of winery and vineyard properties in this market. Why would Carol Collison, a winery M&A advisor, invite a fellow professional on her podcast? It’s because Jenny and Carol aren’t really direct competitors. In this conversation you’ll hear the difference between the two practices (Broker v. Advisor) as it relates to issues such as acquiring clients, finding buyers, and managing a transaction process. Jenny provides an update on the Paso Robles vineyard and winery real estate market beginning around the 32-minute mark for those who want to skip the broker talk. https://vineyardprorealestate.com/ [https://vineyardprorealestate.com/] Questions? Comments? smallfortunepodcast@gmail.com [smallfortunepodcast@gmail.com] Sponsor: Global Wine Partners https://www.globalwinebank.com/ [https://www.globalwinebank.com/] Editor: John Kiernan, The PodHouse Productions www.thepodhouseproductions.com [https://nam04.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.thepodhouseproductions.com%2F&data=05%7C02%7Cjcorcoran%40globalwinebank.com%7C04ca27c232304d80f79e08de2c4fb6ea%7C70f749c026c94acfb17b69f48adead78%7C0%7C0%7C638996918044642332%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=czfW7MA9ue49DgdbRy5c6H1iNoYABUz%2FYK68CX1US4g%3D&reserved=0] Music: Nate Collison Logo Photography: John Corcoran

28. huhti 202644 min
jakson Ep 73: Niagara: The Hottest Wine Region in the World with Paul Speck kansikuva

Ep 73: Niagara: The Hottest Wine Region in the World with Paul Speck

With American wines off Canadian shelves and tourists staying home and visiting local attractions, now is a great time to be a wine producer in Canada.  Hear what’s happening in this interview with Paul Speck, President of Henry of Pelham Estate Winery, the third largest wine company in Canada founded in 1984 on land that had been in the family since the 18th century. The company is based in the Niagara Peninsula, the large Ontario growing region and farms 300 acres. In addition to wine production, they also run Family Wine Merchants, which imports and distributes beer, wine, and spirits from throughout the world. Hear Paul’s tips on how to succeed as a family wine company, the history of the Canadian wine industry and how it is similar to American wine history and succeeding through listening to your customers and giving them what they want among other great ideas. Paul also talks about their best-selling varietal product, Baco Noir. The conversation wraps up with key concepts for starting and succeeding in the Canadian wine business (and everywhere else too.) https://henryofpelham.com/ [https://henryofpelham.com/] https://fwmcanada.com/ [https://fwmcanada.com/] Questions? Comments? smallfortunepodcast@gmail.com [smallfortunepodcast@gmail.com] Sponsor: Global Wine Partners https://www.globalwinebank.com/ [https://www.globalwinebank.com/] Editor: John Kiernan, The PodHouse Productions www.thepodhouseproductions.com [https://nam04.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.thepodhouseproductions.com%2F&data=05%7C02%7Cjcorcoran%40globalwinebank.com%7C04ca27c232304d80f79e08de2c4fb6ea%7C70f749c026c94acfb17b69f48adead78%7C0%7C0%7C638996918044642332%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=czfW7MA9ue49DgdbRy5c6H1iNoYABUz%2FYK68CX1US4g%3D&reserved=0] Music: Nate Collison Logo Photography: John Corcoran

14. huhti 202637 min