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What does it take to build a heart-led business that truly thrives? In this episode, Charles Read, a trailblazing CPA, shares how Marine Corps leadership principles shaped his journey to create a company where people come first. From groundbreaking policies like "take what you need" bereavement leave to the bold transition to a virtual business model, Charles reveals how empathy and innovation drive success. As he prepares to hand the reins to his employees, this conversation is a powerful testament to building a legacy that values people over profits.

🎧Tune in for a powerful conversation on leadership, compassion, and creating a business that thrives by valuing people over profits. Listen to this episode now to discover how leading with heart can change everything!

Key Takeaways from this Episode

• The essence of a heart-led business
• Marine Corps leadership applied to business
• The significance of going the extra mile for clients and employees
• The practicality of a benevolent bereavement policy
• Transitioning to a virtual business model
• The process of selling the business to employees

About the Guest
Charles Read is a CPA, U.S. Tax Court Practitioner, Vietnam War veteran, and the founder of GetPayroll. With over three decades of experience, he’s a trusted expert in payroll services, guiding businesses through complex tax challenges. His leadership, honed by military discipline and tax expertise, has shaped a legacy of success and service since 1991.

Additional Resources
Website: www.getpayroll.com
LinkedIn: www.linkedin.com/in/charles-j-read-cpa
X: https://x.com/getpayroll

Explore the Dialogue’s Treasures: Unearth the insights within! Tap HERE: https://tinyurl.com/byfau9vb to delve into the profound wisdom woven throughout our conversation.

Up Next…
Dive into the transformative world of functional medicine with Naomi Dicus, a certified Functional Medicine Health Coach specializing in natural conception and root cause resolution. With a background in Corporate Finance and training from top health institutes, she helps women restore balance through personalized health strategies.

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Consider supporting the continued efforts of the show in bringing great free content to you every week click SUPPORT THE SHOW to become a monthly supporter and get a shout-out on the next episode

Next Steps:

Subscribe to The Heart-Led Business Show on

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Connect with me on social media:

• Facebook
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• Instagram
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• X (Formerly Twitter)

Teasers & Announcements:

• Get my FREE SALES TRAINING here: https://go.tomjackobs.com/linktree-page
• Love the episode? Your review on Apple Podcasts or Spotify fuels our mission.
• Need some recommendations on great tools to help with sales? Check out my preferred tools here: https://tomjackobs.com/resources

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In this deeply moving episode, Brian D. Smith shares his journey from devastating loss to founding Grief to Growth, a platform dedicated to helping others navigate their grief and find a path to healing. Through his story, we learn the importance of mental fitness, community support, and the resilience required to turn personal tragedy into an opportunity for growth. Discover Brian's practical advice for entrepreneurs and the challenges of starting a heart-based business. This episode is a must-listen for those looking to make a meaningful impact. We also explore the transformative power of grief and its unexpected paths.

🎧Listen to the full episode and explore the transformative power of grief with Brian!

• Key Takeaways from this Episode
• The essence of a heart-led business
• Transforming personal tragedy into a mission
• The power of mental fitness in overcoming grief
• Building a community of support
• The challenges and surprises of starting a heart-based business

About the Guest
Brian D. Smith is a Grief Guide, Life Purpose Coach, and Small Business Consultant dedicated to helping others rediscover their true selves. After losing his daughter Shayna in 2015, he turned his grief into a mission to guide others through life’s toughest challenges. Brian is the author of Grief 2 Growth: Planted, Not Buried, the host of the Grief 2 Growth podcast, and a volunteer with Helping Parents Heal and the SoulPhone Foundation.

Additional Resources
Website: www.grief2growth.com
Instagram: www.instagram.com/grief2growth/?hl=en
Youtube: www.youtube.com/@Grief2growth
Podcast: podcast.grief2growth.com
Facebook: www.facebook.com/ilprofessore
www.facebook.com/grief2growthcommunity
www.facebook.com/groups/grief2growth
Book: Grief 2 Growth: Planted, Not Buried. How to Survive and Thrive After Life's Greatest Challenges

Explore the Dialogue’s Treasures: Unearth the insights within! Tap HERE to delve into the profound wisdom woven throughout our conversation.

Up Next…
Join us for an engaging episode with Charles Read, CPA, USTCP, former IRSAC member, Vietnam veteran, and founder of GetPayroll. Since 1991, his companies have provided full-service payroll and tax services, helping businesses simplify their payroll needs.

Support the show

Consider supporting the continued efforts of the show in bringing great free content to you every week click SUPPORT THE SHOW to become a monthly supporter and get a shout-out on the next episode

Next Steps:

Subscribe to The Heart-Led Business Show on

• Spotify
• Apple Podcasts
• YouTube

Connect with me on social media:

• Facebook
• Tom Jackobs Business Page
• Instagram
• LinkedIn
• X (Formerly Twitter)

Teasers & Announcements:

• Get my FREE SALES TRAINING here: https://go.tomjackobs.com/linktree-page
• Love the episode? Your review on Apple Podcasts or Spotify fuels our mission.
• Need some recommendations on great tools to help with sales? Check out my preferred tools here: https://tomjackobs.com/resources

Send us a text

We’re peeling back the curtain on the world of financial planning, where compassion, dedication, and a bit of tough love come together.

Join Regina McCann Hess, a seasoned financial planner, who shares how her approach goes far beyond the numbers—focusing on life’s transitions and ensuring clients are prepared for every twist and turn. This conversation showcases the power of heartfelt financial planning, from guiding through divorce to offering support during market downturns and life's losses. Discover insights on valuing services, overcoming entrepreneurship's loneliness, and building a dedicated team. It's about humanity, not just numbers.

🎧 Listen now to learn how to make your finances work for you with heart and purpose!

Key Takeaways from this Episode

• The essence of a heart-led business in financial planning
• Specializing in financial guidance for individuals undergoing divorce
• The emotional intelligence required in financial advising
• The importance of updating legal and financial documents
• The challenge of raising fees and valuing your service
• The process and challenges of hiring staff that align with your values

About the Guest
Regina McCann Hess is a Certified Financial Planner and Certified Divorce Financial Analyst and the founder of Forge Wealth Management with over 25 years of experience in financial services. She is the author of Super Woman Wealth, empowering women to take control of their finances. Regina has featured on Yahoo Finance and Forbes, hosts the Women & Wealth podcast, and supports her community through St. Mary's Franciscan Shelter.


Additional Resources

• Website: www.reginamccannhess.com & www.forgewealth.com
• Facebook: www.facebook.com/ForgeWealth
• LinkedIn: www.linkedin.com/in/reginamccannhess
• Instagram: www.instagram.com/ForgeWealthManagement
• Youtube: www.youtube.com/@forgewealth/videos
• Book: Super Woman Wealth-How to Become Your Own Financial Hero

Tap here to explore the profound wisdom in our conversation: https://tinyurl.com/yutdf6wx

Up Next…
Join Brian Smith, a Grief Guide and author, on an emotional and uplifting journey. After losing his daughter Shayna, he helps others navigate grief and find purpose.

Support the show

Consider supporting the continued efforts of the show in bringing great free content to you every week click SUPPORT THE SHOW to become a monthly supporter and get a shout-out on the next episode

Next Steps:

Subscribe to The Heart-Led Business Show on

• Spotify
• Apple Podcasts
• YouTube

Connect with me on social media:

• Facebook
• Tom Jackobs Business Page
• Instagram
• LinkedIn
• X (Formerly Twitter)

Teasers & Announcements:

• Get my FREE SALES TRAINING here: https://go.tomjackobs.com/linktree-page
• Love the episode? Your review on Apple Podcasts or Spotify fuels our mission.
• Need some recommendations on great tools to help with sales? Check out my preferred tools here: https://tomjackobs.com/resources