Sterling Insights Podcast Por Roger Silk arte de portada

Sterling Insights

Sterling Insights

De: Roger Silk
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 Tune into Sterling Insights: Stand Out & Supercharge Your Assets, the premier podcast for financial advisors in growth mode who serve high net worth clients. If you work with clients who own appreciated capital assets and are looking to sell without incurring capital gains taxes, this show is for you. Each episode features insights and strategies from top financial advisors, experienced lawyers, and knowledgeable CPAs. Learn practical solutions to help your clients maximize their wealth while minimizing taxes, and discover how to grow your assets under management. Join us on Sterling Insights and empower your advisory practice with the knowledge to succeed.Copyright 2024 Sterling Insights. Roger Silk. All Right Reserved. Economía Finanzas Personales Gestión y Liderazgo Liderazgo Marketing Marketing y Ventas
Episodios
  • Bonus: Transforming Business Success: Financial Strategies and Operational Efficiency

    Bonus: Transforming Business Success: Financial Strategies and Operational Efficiency
    May 22 2025
    Ever wonder what it really takes to run a stress-free, fully compliant small business without drowning in paperwork? This episode is your inside look at how to make that a reality. In this episode of Sterling Insights, guest host Charles Trakas sits down with Candy Messer, founder of Affordable Bookkeeping and Payroll Services. Together, they explore what it takes to build and scale a service-based business with a focus on financial compliance, team empowerment, and client peace of mind. Candy draws from over two decades of experience in payroll and bookkeeping to discuss the challenges small business owners face when juggling operations, regulations, and growth—offering actionable advice for entrepreneurs ready to delegate and reclaim their time. This episode is a must-listen for business owners, service providers, and solo-preneurs looking to streamline their operations and create a business that runs without them. Key Takeaways: ● 💼 From Side Hustle to Scalable Firm: How Candy went from part-time bookkeeper in 2002 to leading a remote team serving 100+ clients across the U.S. ● 🏢 Compliance is Key: Why ignoring small business requirements like licenses, 1099s, and payroll filings can lead to big trouble—and how her team helps avoid that. ● 🧠 Client Education is Crucial: Why clients are often unaware of the numbers behind their business—and how Candy uncovers the truth behind the profits. ● 💡 The Power of Saying No: A powerful story about choosing staff well-being over high-paying but toxic clients. ● 🕒 Creating Clockwork Freedom: How Candy uses the Clockwork system to design a business that runs without her—so she can spend more time with family. Quotes from Candy Messer: ● “Every time I talk to you, I feel so much better because I know everything is being handled.” ● “You could be growing your business, but if you're not charging right or tracking labor costs, you're silently losing money.” ● “I had to protect my staff—even if it meant walking away from one of our top revenue clients.” 🔗 Conclusion: Candy’s story is a blueprint for building a values-driven business: one that grows with integrity, serves with expertise, and empowers both clients and team. If you're ready to free yourself from the daily grind while staying in full control of your business's finances and compliance, this episode will inspire your next steps. Connect with Candy: Podcast: https://www.youtube.com/c/CandyMesser Download our Free Guide to Financial Lingo: https://bit.ly/3bMO9V4 LinkedIn : http://www.linkedin.com/in/candymesser Website: www.abandp.com Free Clockwork Tool: https://bit.ly/ABPTimePod Learn more about your ad choices. Visit megaphone.fm/adchoices
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    28 m
  • Episode 26: Unlocking Wealth: Strategies for High Net Worth Entrepreneurs

    Episode 26: Unlocking Wealth: Strategies for High Net Worth Entrepreneurs
    May 21 2025
    Are your high-net-worth clients truly getting what they need — or are they part of the 60% looking to switch advisors? In this episode of Sterling Insights, Roger sits down with Paul Lofties, elite advisor strategist at CEG Worldwide. Together, they explore the massive shift in the expectations of high-net-worth entrepreneurs and what elite financial advisors must do to rise to the occasion. Paul draws from cutting-edge research and decades of experience to discuss how affluent entrepreneurs are outgrowing their advisors, what they’re really looking for now, and how advisors can elevate their practice through the virtual family office model. This episode is a must-listen for financial advisors aiming to break into or deepen their work with high-net-worth clients, offering both a roadmap and real-world strategies to deliver transformative value. Key Takeaways: ● 💼 Entrepreneurs Dominate the HNW Space: 90% of clients with over $10M are entrepreneurs — understanding them is essential to growth. ● 📉 60% Plan to Switch Advisors: Affluent entrepreneurs don’t feel served; a major shift is underway, and the door is wide open. ● 🧠 Advisors Must Become Advocates: Success in this space means coordinating a client’s entire wealth ecosystem, not just managing assets. ● 🧩 The Virtual Family Office Model Works: VFOs let independent advisors compete with wirehouses by tapping elite specialists on demand. ● 🧭 Succession Planning Is a Golden Entry Point: Few entrepreneurs have solid plans — this is a high-leverage opportunity for advisors to add value. Quotes from Paul Lofties: ● "60% of high-net-worth entrepreneurs say they're likely to change advisors in the next two years — that's a massive opportunity." ● "The value proposition they want? Someone who will advocate for them and coordinate across all areas of their wealth." ● "You don’t need to be part of a trillion-dollar firm to deliver world-class value — you need the right structure and the right network." 🔗 Conclusion: If you want to attract and retain high-net-worth clients, now is the time to evolve. This episode offers the mindset shift and tools to make that leap. Connect with Paul: Website: https://go.cegworldwide.com/ceg-sterling-podcast-play-to-win-call Consultation: www.cegwin.com/sterling Learn more about your ad choices. Visit megaphone.fm/adchoices
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    31 m
  • Bonus: Navigating the Art of Accounting

    Bonus: Navigating the Art of Accounting
    May 15 2025
    What if cleaning up messy finances could feel as satisfying as creating a work of art? Tune in to hear how one expert turns tax chaos into clarity! In this episode of Sterling Insights, guest host Charles Trakas sits down with Karen Cassidy, Enrolled Agent and Founder of Cassidy Accounting. Together, they explore how small business owners can get a handle on messy books, avoid tax pitfalls, and prepare for financial success, sharing valuable insights and practical tips for listeners. Karen draws from her 41+ years of accounting experience to discuss the real-world challenges of tax compliance, client management, and staying resilient through personal obstacles, offering actionable advice for small business owners, entrepreneurs, and anyone struggling with financial organization. This episode is a must-listen for small business owners, solo entrepreneurs, and professionals wanting to better manage their finances, providing both knowledge and tools to navigate this important subject. Key Takeaways: ● 🧾 The Role of an Enrolled Agent: Understanding the unique authority and advantages EAs have over CPAs for federal tax representation. ● 🏛 Building a Client-Centric Business: Why Karen loves working with small businesses and how she tailors services to their unique needs. ● 💬 Communication is Key: How setting boundaries and expectations upfront helps maintain healthy client relationships. ● 🧹 Fixing Financial Messes: Karen’s passion for helping clients untangle years of backlogged taxes and messy bookkeeping. ● 🧠 Resilience Through Challenges: Karen’s inspiring journey overcoming mental health struggles to earn multiple degrees and rebuild her career Quotes from Karen Cassidy: ● "Sometimes you have to tweak the rules a little bit — because sometimes you have to be human." ● "You can attain your dreams, even if it takes longer and the path isn’t straight." ● "Taking a financial mess and making sense of it — it’s like creating a work of art." 🔗 Conclusion: If you're a small business owner feeling overwhelmed by taxes or bookkeeping, Karen’s story proves it’s never too late to get organized and thrive. Connect with Karen Cassidy: Website: www.cassidyaccounting.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 m
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