Ep 37: Concierge Wealth Owner Helps Clients Achieve Financial Goals
Small Business Big Deal Podcast
Release Date: 07/01/2021
45: Building Bold Businesses Without Losing Yourself with Jac White
Small Business Big Deal Podcast
In this conversation, Tracy Jepson and Jac White explore the realities of entrepreneurship, particularly for women. They discuss the challenges of starting a business, the importance of sales strategies, and the need for flexibility in client relationships. Jac shares her insights on overcoming sales anxiety, understanding financial needs, and the significance of building relationships for sales success. They also touch on the concept of good versus bad money and the process of pivoting in business. In this conversation, Jac White and Tracy Jepson discuss the challenges and excitement of...
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Ep: 44 Creating a World of Wonder
Small Business Big Deal Podcast
In this episode of the Small Business Big Deal podcast, host Tracy Jepson interviews Roxanne Alford, the founder of , a sustainable children's clothing brand inspired by her experiences as a new mom. Roxanne shares her journey from working in IT sales to launching her own brand, driven by a desire for gender-neutral clothing and educational products for children. The conversation explores the challenges of entrepreneurship, including sourcing sustainable materials, balancing personal life with business, and the importance of community feedback. Roxanne emphasizes the significance of...
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Ep: 43 Keep Showing Up: Building a Life of Impact, Consistency, and Connection with Jeremy Capo
Small Business Big Deal Podcast
When your identity is tied to a title and that title gets stripped away, what’s left? In this episode, Tracy sits down with Jeremy Capo—a respected collegiate athletics administrator turned business development executive and all-around motivational force. From navigating career upheaval during the pandemic to finding his footing through faith, fitness, and a relentless commitment to showing up, Jeremy’s story is a masterclass in resilience, reinvention, and remembering your why. Chapters 00:00 Introduction and Motivation 02:50 The Journey of Consistency 06:06 Impact on Family and...
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EP: 42 Teeing Up Success: Breaking Barriers in Golf and Business
Small Business Big Deal Podcast
In this conversation, Tracy Jepson interviews Sabrina, the founder of Golf Angels, a brand aimed at making golf more accessible and relatable for women. They discuss the inspiration behind the brand, the challenges of starting a business, the importance of self-care, and how Golf Angels aims to break traditional norms in the golf industry. Sabrina shares her journey as an entrepreneur, the support she receives from her community, and her vision for creating a brand that resonates with women golfers. In this conversation, Sabrina and Tracy discuss the evolution of women's golf apparel, the...
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Ep 41: Deconstructing Identity: Embracing Authenticity in Business and Life with Sydney Ryker
Small Business Big Deal Podcast
💡 Episode Summary: What happens when you realize success isn’t just about the numbers, the status, or the accolades? In this episode, I sit down with Sydney Ryker, an entrepreneur, speaker, and mentor who took the leap from high-performing network marketer and business owner to a journey of deep self-discovery. Sydney shares her incredible story—how she started her entrepreneurial journey with $50 and no plan, built multiple businesses, and then walked away from it all to find true alignment. We dive into: ✅ The real story behind her move to California with nothing but...
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Ep 40: Stand Out & Stay Consistent – SEO and Growth Strategies with Jess Freeman
Small Business Big Deal Podcast
Jess Freeman, the owner of Jess Creatives, specializes in high impact websites and SEO for business owners. She helps them improve their branding, websites, and SEO to generate more leads and traffic. Jess explains that she was drawn to SEO because she saw many business owners struggling with social media and not getting results from their websites. She combines her creative and analytical skills to help clients improve their online presence. Jess also shares her journey as a business owner, including the importance of setting boundaries and finding a balance between client work and working on...
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Ep 39: Design Agency Owner Helps Businesses Create Stunning Branding
Small Business Big Deal Podcast
On today’s podcast, we’re talking with Katie Dooley, owner of Paper Lime Creative, a branding and design agency in Edmonton, AB. Her company creates stunning visual branding that shows off businesses’ unique personalities. Their print design services make getting a brand out into the world effortless and enjoyable. Read more: About our guest: What we discuss on this episode: 0:56 – Meet Katie 1:29 – Entrepreneur dreams 3:45 – Making the transition 7:25 – Changing her life 10:00 – Growing pains 11:03 – Structuring her business 12:09 –...
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Ep 38: Online Magazine Business Booming, Even During COVID
Small Business Big Deal Podcast
On today’s podcast, we’re talking with Dennis Crosby, owner of Crochet Media Group, an online subscription that focuses on the arts and crafts niche, especially crocheting. Find out how his business is thriving, even during COVID. Read more: About our guest: What we discuss on this episode: 1:32 – Meet Dennis 12:55 – How he ended up working on a magazine 19:53 – Why he continued magazine 24:45 – Building teams 29:06 – Hiring 34:16 – Personal development 40:59 – What’s next
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Ep 37: Concierge Wealth Owner Helps Clients Achieve Financial Goals
Small Business Big Deal Podcast
On today’s podcast, we’re talking with J.B. Morris, founder of Concierge Wealth Management based in Boston. Find out how he helps high earners in their 30s and 40s develop financial plans. Read more here: About our guest: What we discuss on this episode: 1:19 – Meet J.B. 2:19 – Becoming a financial advisor 3:28 – The financial industry 7:30 – Owning a business 13:20 – Work-life balance 18:04 – In person versus virtual 24:00 – Financial planning 33:38 – Mental toughness 38:58 – Advice 40:38 – Contact J.B.
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Ep 36: How a ‘True-Born Leader’ Created His Own Marketing Team
Small Business Big Deal Podcast
On today’s podcast, we’re talking with Todd Bertsch, owner of Evolve Marketing and a leader in the web design industry. Find out how this self-described “true-born leader” created his company. Read more: About our guest: Todd is an award-winning web designer, author, educator, and lecturer, and speaks regularly throughout the region on various web-related topics. He holds a BFA from The University of Akron in graphic design. His web experience and marketing strategies are what separate him and Evolve from others in the web industry. Helpful Resources: What we discuss on...
info_outlineOn today’s podcast, we’re talking with J.B. Morris, founder of Concierge Wealth Management based in Boston. Find out how he helps high earners in their 30s and 40s develop financial plans.
Read more here: https://tracyjepsonpodcast.com/podcast/ep-37-concierge-wealth-owner-helps-clients-achieve-financial-goals/1475/
About our guest: https://www.conciergewm.com/team/julian-morris
What we discuss on this episode:
1:19 – Meet J.B.
2:19 – Becoming a financial advisor
3:28 – The financial industry
7:30 – Owning a business
13:20 – Work-life balance
18:04 – In person versus virtual
24:00 – Financial planning
33:38 – Mental toughness
38:58 – Advice
40:38 – Contact J.B.