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Business Owners

A woman with short brown hair, wearing a dark blazer over a blue top and a necklace, smiles at the camera. The background features a light abstract design. Text on the image reads: "Executive Decisions: A Podcast for Business Leaders" and "Julie Fasone Holder: 'You can't change your brand if you don’t know what that is.'" This podcast offers insights from influential corporate women.

Finding Your Brand with Julie Fasone Holder (podcast)

November 8, 2022

Julie Fasone Holder is the woman behind JFH Insights, an executive coaching business that supports leaders and influencers in developing advanced leadership strengths and bringing more value to the companies they represent. Before founding JFH Insights, Julie was the former Senior Vice President of Dow Chemical. With Dow, Julie accumulated extensive experience running multi-billion-dollar business portfolios. She also spent a few years running public and government affairs for them. Julie joins me today to describe

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A promotional graphic for "The Owner's Corner" podcast, episode 8 featuring Jeff Taner discussing key insights on C Corp structures. The background is a geometric design with shades of blue, green, and pink. The SYM Financial Advisors logo is in the bottom left corner.

Understanding Taxes for Different Business Structures with Jeff Taner (podcast)

September 27, 2022

Jeff Taner is a certified public accountant and Managing Partner of DWD CPAs & Advisors, a firm that offers tailored assurance, tax, and accounting services for businesses, individuals, and nonprofit organizations. Jeff has been serving DWD CPAs & Advisors for over 40 years. After graduating from Indiana University at Fort Wayne with a degree in Business Accounting, Jeff began his career in the company in 1982 and became a partner in 1996. In 2009, Jeff

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A man is partially hidden behind a stack of paperwork, holding a sign that says "HELP". Above, the text reads: "Good business owners tend to be highly adept at running the daily operations of their business. But great business owners are also keenly aware of where their own competencies end and where the need to outsource begins." The logo of SYM Financial Advisors is displayed at the top left.

3 Ways a Financial Advisor Can Help Your Business

September 23, 2022

Good business owners tend to be highly adept at running the daily operations of their business. But great business owners are also keenly aware of where their own competencies end and where the need to outsource begins — both to streamline their daily routine and to optimize the long-term strategy and success of their company. Legal and tax functions are two of the most commonly outsourced tasks. These advisory services are both universal and invaluable

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Image of Tom Ackmann, Senior Retirement Plan Advisor at SYM Financial Advisors, smiling. A quote reads, "Understand that as your business evolves, your retirement plans evolve, too." Branding in top left corner reads "The Owner's Corner.

Retirement Plans and How to Make Them Work with Tom Ackmann (podcast)

September 15, 2022

Tom Ackmann is a principal and senior retirement plan advisor at SYM Financial Advisors, an RIA firm with a long history of serving plan sponsors and their employees. He previously worked as the Vice President of Baden Retirement Plan Services and the Vice President for Ascensus. At SYM, Tom leads a team that advises over 100 corporate clients and 10,000 participants. Tom holds a degree in Communications/Political Science from Concordia University Chicago. Tom joins me

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A man in a dark, patterned shirt looks down while walking outside a building, holding a laptop or briefcase. In the background, a woman with red hair is talking on her phone near the building's entrance, possibly discussing succession planning. The scene appears business-oriented.

Things to Consider When Selling Your Business

August 16, 2022

When you’ve run a business for many years, its day-to-day operations consume the lion’s share of your attention and focus—as they should. There’s always life after business, though, and it can be hard to find the time to consider how and when you’d like to transition out of ownership, much less how you’d like that transition to look. Do you have plans to keep your company in the family or sell it to employees? Are

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A person with short, curly hair is smiling while wearing a dark blazer. Text on the image reads "The Owner's Corner EP6 Luke Schroeder." The background has a blue overlay with diagonal stripes, highlighting Luke Schroeder.

Leadership Amid Uncertainty with Luke Schroeder

June 27, 2022

Luke Schroeder is the Owner of Starting Strength Cincinnati. After graduating with a Bachelor’s degree in Management from Purdue University, Luke worked in leadership positions across several industries, including aerospace and manufacturing. These positions include serving as the Plant Manager of Red Spot Paint, the Manufacturing Manager of Zimmer Biomet, the Senior Operations Manager of NuVasive, and the Director of Operations at Bullen Ultrasonics. Luke joins us today to discuss what it takes for a

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