Healthy Wealthy & Wise Accountants

Breaking Barriers in Trades with Hacia Atherton

What does it take to break barriers in a male-dominated industry? In this episode, Heidi Henderson sits down with Hacia Atherton, Australia’s first female CEO of a major plumbing company, to uncover how resilience, authenticity, and leadership are reshaping the future of the trades. Summary In this episode, Heidi Henderson interviews Hacia Atherton, the first female CEO of a major plumbing company in Australia. Hacia shares her inspiring journey of resilience, overcoming challenges in the trades industry, and empowering women to thrive in male-dominated fields. The conversation delves into the importance of psychological safety in the workplace, the mindset required for entrepreneurship, and the future of the trades industry as it seeks to increase diversity and improve workplace culture. Haysha also discusses her consulting services aimed at helping businesses scale and prepare for private equity, emphasizing the need for continuous improvement and employee engagement. Guest Information Name: Hacia Atherton Email: hello@haciaatherton.com Website: https://ewitrades.com LinkedIn: https://www.linkedin.com/in/haciaatherton/ Takeaways * Hacia Atherton is the first female CEO of a major plumbing company in Australia. * Resilience is key to overcoming challenges in the trades industry. * Psychological safety is essential for creating healthy workplaces. * Women should embrace their authenticity in male-dominated industries. * The trades industry needs to evolve to attract more talent. * Mindset plays a crucial role in entrepreneurship and success. * Continuous improvement committees can empower employees and improve culture. * Diversity in the trades can lead to innovative solutions and efficiency. * Private equity can provide opportunities for growth in the trades. * Empowering women in trades is vital for addressing the skill shortage. Chapters 00:00 Introduction to Resilience and Leadership 01:25 From Plumbing to Empowerment: Hacia's Journey 16:20 Resilience Through Adversity: The Power of Mindset 29:51 Success Stories: Transforming Workplace Dynamics 31:32 Empowering Women in Trades: Bridging the Gender Gap 33:26 Vision for the Future: Women in Trades 36:47 Scaling Businesses: Preparing for Private Equity 44:24 Partnering for Success: Consulting in the Trades 46:15 Creating Psychological Safety in the Workplace

Women & Wealth: Breaking into the Finance World with AJ Ayers

Struggling to make sense of equity, taxes, and wealth building? This episode reveals how smart tools and bold thinking are helping women confidently break into the finance world—and thrive. Summary In this conversation, AJ Ayers shares her journey from a creative background to becoming a leading voice in financial planning and equity compensation. She discusses the importance of financial education, the challenges of navigating complex tax situations, and the evolution of her companies, Brooklyn FI and Gemifi. AJ emphasizes the need for community, networking, and embracing change in the financial industry. She also offers valuable advice for aspiring women entrepreneurs, highlighting the significance of revenue generation and the importance of partnerships in business. Guest Information Name: AJ Ayers Email: aj@brooklynfi.com Website: www.brooklynfi.com https://www.gemifi.co/  LinkedIn: https://www.linkedin.com/in/ajayers/ Other: https://moneychangeseverything.substack.com/   Takeaways * AJ Ayers emphasizes that you own your limiting beliefs. * Financial education is crucial for navigating personal finance. * Brooklyn FI was founded to provide financial advice to young professionals. * Gemifi was created to simplify equity compensation planning. * Many people face rude awakenings regarding taxes and financial planning. * Networking and surrounding yourself with smart people is essential. * Revenue generation should be prioritized over perfection in business. * Partnerships can help actualize business visions. * Avoid going into debt to start a business. * Authenticity is key in building relationships and trust. Chapters 00:00 The Journey to Financial Planning 07:07 Building Brooklyn FI: A New Approach to Financial Advice 12:38 Introducing Gemifi: Revolutionizing Equity Compensation Management 18:31 Navigating Complex Financial Situations 24:25 The Future of Financial Advisory and Technology 26:27 Launching Gemifi: A New Tool for Advisors 28:54 Education and Guidance in Equity Compensation 30:42 Making Informed Equity Decisions 34:28 Staying Updated in a Rapidly Changing Industry 39:08 Networking and Community Building 43:33 Advice for Aspiring Women Entrepreneurs 48:26 Navigating Complex Equity Events 49:24 The Importance of Action Over Perfection 49:34 Podcast Design Youtube Channel Art-3.mp4

Invest Smarter: How Deferred and ETS Are Simplifying the 1031 Strategy

What if one of real estate’s most powerful tax strategies—1031 exchanges—could be accessed with zero fees and maximum efficiency? Join Heidi Henderson and Judd Schoenholtz as they reveal how Deferred is using technology and transparency to revolutionize the investment landscape. Visit the website: Deferred.com [https://www.deferred.com/partner/engineered-tax-services?=heidi] Summary In this conversation, Heidi Henderson and Judd Schoenholtz discuss the transformative potential of 1031 exchanges in real estate investment, focusing on the innovative no-fee exchange model offered by Deferred. They explore the historical context of 1031 exchanges, the importance of compliance and transparency, and the role of technology and AI in streamlining the process. Judd shares insights on the challenges faced by investors and the need for better tools and resources, while also providing advice for entrepreneurs looking to innovate in the financial space.   Guest Information Name: Judd Schoenholtz Email: judd@deferred.com Phone Number: (866) 442-1031 Website: www.deferred.com LinkedIn: https://www.linkedin.com/in/juddschoenholtz/  Takeaways * Deferred is revolutionizing the 1031 exchange process. * The no-fee exchange model eliminates unnecessary costs for clients. * 1031 exchanges have been part of the tax code since 1921. * Less than 10% of eligible properties utilize 1031 exchanges. * Transparency and compliance are crucial in the exchange process. * Technology can significantly improve the efficiency of exchanges. * AI tools are being developed to assist in the exchange process. * Entrepreneurs should focus on starting and iterating based on customer feedback. * The partnership between cost segregation and 1031 exchanges maximizes tax benefits. * Innovative tools can help real estate brokers explain tax implications effectively. Chapters 00:00 Introduction to 1031 Exchanges and Deferred 05:30 The Evolution of 1031 Exchanges 08:21 The Impact of Tax Reform on 1031 Exchanges 11:31 Innovations in Technology for 1031 Exchanges 14:23 Understanding the No Fee Exchange Model 17:23 IRS Compliance and Audit Trails 20:24 Advantages for First-Time Investors 24:24 Self-Service Revolution in 1031 Exchanges 27:56 Enhancing CPA Collaboration and Efficiency 32:09 The Role of Technology in Real Estate Transactions 35:32 Innovations on the Horizon for 1031 Exchanges 42:26 Advice for Aspiring Entrepreneurs 49:03 Introduction to Deferred and Its Impact 50:06 lifestyle-intro-high-long.wav

From Tax to Protection: How Insurance Can Save You Thousands

If you think rising premiums guarantee better protection, think again. Mick Hunt and Andrew Ryan join Heidi Henderson to expose the hidden risks of commoditized insurance and reveal how top-tier service makes all the difference. Website: www.engineeredinsuranceservices.com [https://engineeredinsuranceservices.com/] Summary In this episode, Heidi Henderson hosts Mick Hunt and Andrew Ryan to discuss the launch of Engineered Insurance Services. They explore the need for a fresh perspective in the insurance industry, emphasizing a client-centric approach and the importance of risk management. The conversation delves into common mistakes business owners make regarding insurance coverage, the rising threat of cyber insurance, and the role of technology in enhancing insurance solutions. They also discuss the collaboration with CPAs to provide added value to clients and the current trends affecting the insurance market, including the impact of natural disasters on rates. The episode concludes with insights on work-life balance and the positive shifts in the insurance industry. Guest Information Name: Mick Hunt Email: Mickh@mickunplugged.com Phone Number (864) 979-4780 Website: www.mickhuntofficial.com LinkedIn: MickHunt Instagram: @mickunplugged Name: Andrew Ryan Email: Andrew@engineeredinsuranceservices.com Phone Number: (302) 650-2899 Website: www.engineeredinsuranceservices.com Facebook: https://www.facebook.com/andrew.k.ryan Linkedin: https://www.linkedin.com/in/andrewryanins/ Instagram: https://www.instagram.com/andrewkryan Takeaways * Insurance should be viewed as a strategic asset. * Understanding the 'why' behind insurance is crucial. * Cyber insurance is a growing necessity for businesses. * A client-centric approach is essential in insurance. * Proactive risk management can save businesses money. * Collaboration with CPAs can enhance client value. * Technology is transforming the insurance landscape. * Emotional intelligence is becoming important in leadership. * Starting the insurance process early is key to success. * The insurance industry is evolving with new challenges and opportunities. Chapters 00:00 Introduction to Engineered Insurance Services 06:24 The Consultative Approach in Insurance 09:12 Understanding the Importance of Company Culture 12:08 Common Oversights in Insurance Coverage 15:14 The Role of Education in Risk Management 18:13 Differentiating from Traditional Insurance Brokers 21:08 Collaborating with CPAs for Enhanced Client Value 25:50 Maximizing Client Information for Better Insurance Rates 27:42 Proactive Insurance Management: Key Questions for Clients 32:07 Current Trends in the Insurance Industry 33:31 Navigating Rate Changes and Market Fluctuations 37:26 The Impact of Policy Cancellations on Property Owners 40:44 Insights from the Podcast: Self-Improvement and Resilience 42:27 Positive Shifts in the Insurance Industry 44:07 The Role of AI in Transforming Insurance Practices 46:07 Balancing Work and Family Life 47:35 The Importance of Insurance in Business Strategy 48:37 Optimizing Insurance for Risk Management 48:45 Podcast End

Clicks, Clients, and Conversion with Daniel Schulte: How CPAs Can Win at Marketing

Summary In this conversation, Heidi Henderson and Daniel Schulte discuss the intricacies of lead generation and client acquisition for CPAs. Daniel shares his journey from martial arts to marketing, emphasizing the importance of direct response marketing and the shift in strategies for B2B firms. They explore the significance of engagement over mere impressions, the challenges CPA firms face with capacity, and the necessity of qualifying leads to ensure effective client acquisition. The discussion also touches on the evolving role of algorithms and AI in modern marketing, providing insights for firms looking to optimize their marketing efforts. How to Contact Daniel Schulte Emai: daniel@alchemicmarketing.com Phone Number: (816) 352-7565 Website: wealthyclients.com Facebook: https://www.facebook.com/realdanielschulte/ LinkedIn: https://www.linkedin.com/in/danielschulte/ Instagram: https://www.instagram.com/thedanielschulte/ Takeaways * Daniel Schulte specializes in lead generation for CPAs. * Engagement metrics are more valuable than impressions. * Direct response marketing focuses on measurable results. * The marketing landscape has shifted towards social media. * Understanding your target market is crucial for success. * Qualifying leads can significantly improve conversion rates. * Algorithms play a key role in modern marketing strategies. * Effective advertising requires a clear message and target. * CPAs face capacity issues that affect their growth potential. * Choosing ideal clients leads to more efficient and profitable work. Chapters 00:00 Introduction to the Conversation 04:14 Daniel's Marketing Journey 07:52 The Shift to Social Media Marketing 12:25 Demonstrating Expertise in Marketing 13:07 Targeting the CPA Market 17:29 The Impact of Strategic Tax Planning 21:24 Operational Strategies for CPA Firms 21:48 Streamlining Operational Efficiency 23:15 Qualifying Leads Effectively 23:50 Understanding the Results Triangle 26:24 Market Size and Targeting Strategies 28:43 Crafting the Right Message 30:14 Navigating Changes in Google and AI 34:14 The Importance of Demand Generation 38:02 Creating a Feedback Loop for Success 44:02 Connecting with Daniel Schulte 44:50 Building Consistent Lead Flow 45:18 Shifting from Overwhelm to Sustainable Growth