Ep. 134 - The Advisor A-Team

She Talks Business

Business Wisdom and Strategies from Advisors

Today is the last episode of the Advisor series. We had a great, dynamic lineup of industry experts, each providing their own unique perspectives and guidance for business success.

When you own a business, it's vital to seek different advisors for various business aspects. There's so much value in having a board of advisors, whether formally or informally, so you can gain expertise and insights from seasoned professionals. If you can’t afford advisors, leverage your online resources and learn what you can on your own.

Our various guests shared their expertise across diverse areas, including finance, law, immigration, and business growth. Here are the highlights from each of their episodes:

Insights from Business Advisors

Jackie Porter: In this episode with Jackie Porter, you'll learn insights on strategic tax planning and the importance of finding the perfect financial advisor to build generational wealth that stands the test of time.

Eleanor Beaton: Eleanor Beaton, an experienced coach and advisor, shared the necessity of a business coach, the value of coaching relationships, and the significance of setting clear goals for success.

Steve Parker: With Steve Parker, he shared the importance of finding a well-staffed accounting firm with a hands-on partner, especially tailored to your needs as a small business owner.

Mo Syed: Mo Syed, an expert in immigration law, shares practical advice for ensuring a smooth and successful immigration process. This episode will give you valuable strategies to navigate the complexities of immigration options for a worry-free immigration experience.

Sunita Doobay: With Sunita Doobay, you'll learn the importance of tax planning for your growing business as it expands. Her insights highlight the critical role of a knowledgeable tax advisor in avoiding common mistakes to legally save your business money and ensure compliance with ever-evolving tax laws.

Dr. Darnyelle Jervey Harvey: Business consultant Dr. Darnyelle Jervey Harmon, shares her story of persevering through adversity in this series, sharing her journey as the award-winner of a multi-million-dollar coaching and consulting brand and a best-selling author with eight books to her credit.

Kristen Herwitz: In this episode, you'll hear from Kristen Herwitz, a business attorney and strategist who shares her expertise on contracts and the importance of protecting client relationships. Kristen assists marginalized groups, and her values-based approach to legal services has made her a sought-after advocate for fair and equitable business practices.

Suzanne Mariga: Susanne Mariga, a fractional CFO and profit-first expert, shares her insight on the role of a fractional CFO at various stages of business growth, underlining the significance of specialized advisors. You'll dive into important financial topics that can help your business improve its profitability and make informed decisions.

Matthew Asbell: From Matthew Asbell, you'll hear expert guidance on intellectual property and its essential nature of protection and rights associated with it. He is a well-versed attorney in the complexities of intellectual property law, with a background in information technology, entertainment, and medicine.

Within this series, you’ll learn a broad spectrum of financial, legal, immigration, and business growth matters. From investing in financial knowledge to finding the right legal and financial support, their guidance was invaluable.

What’s In This Episode

• The value of continuous learning and gaining insights from others

• Financial advice and wealth-building

• Copyright and trademark law

• Legal and immigration advisory

What To Do Next

Visit lisalarter.com/e134 for all resources from this episode.