In this episode, we welcome Mark Miller, a seasoned expert in tax and wealth management for business owners. With over 30 years of experience in the tax and financial services industry, Mark has dedicated his career to helping clients grow and safeguard their wealth. He has successfully assisted hundreds of business owners, physicians, executives, and high-net-worth individuals in significantly reducing their taxes. Mark’s expertise extends to enhancing and protecting business and retirement assets during both prosperous and challenging times, as well as preserving enduring family legacies.
In this episode, you will learn the following:
- Sophisticated wealth strategies from managing the Hilton family office.
- Acknowledging the two to three-year milestone as vital for a business to start seeing profits.
- The role of passion in business and its necessity for commitment compared to typical employment.
- Adapting to changes in digital marketing, building referral systems, and customer relationship maintenance.
- The benefits of affordable and impactful postcard marketing as a physical service reminder.
- Investing in real estate and congruent businesses for marketing cost reduction and referral opportunity creation.
Links:
Website: http://hiltonwealth.com
LinkedIn: https://www.linkedin.com/in/markmiller-hiltonfo/
Twitter: hiltonwealth
Facebook: https://www.facebook.com/HiltonWealth
YouTube: @hiltontaxwealthadvisors6590
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
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