Crafting Wealth and Breaking Industry Norms with Daniela and Sarah from DDM Group Artwork

The Small Business School Podcast

Ready to leave the small business struggle behind? The “School for Small Business” podcast supports small business owners in scaling a business that is profitable, purposeful, and doesn’t leave you burnt out. No matter whether you run your business online or you own a brick-and-mortar, you can expect our world class experts to support you with mindset, tactics, and everything in between so you can have the business you dreamed of. Based on our lived experience, we know that small business CAN be easy and we are here to show you how.The “School for Small Business” is hosted by Staci Millard, a CPA by trade with over 15 years of experience seeing the behind the scenes of thousands of small businesses. After growing and selling her first 7 figure business, Staci has been on the ground running - mentoring small businesses and working to increase success rates. Staci strongly believes you don’t need to have gone to business school to be successful so you can expect nothing but simple, impactful advice. Tune in each Tuesday for a new 30 minute or less episode of nothing but valuable advice to help you grow your small business. We are so excited for you to be on this journey with us!

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The Small Business School Podcast

Crafting Wealth and Breaking Industry Norms with Daniela and Sarah from DDM Group

September 04, 2024 • Staci Millard • Episode 211

0:00 | 35:19

Welcome back to Small Business School! Today, we're diving into the world of wealth preservation with Daniela DeGasperis and Sarah Helmer from DDM Group. DDM is a Wealth Preservation Consultancy. By understanding the big picture of their clients’ situations, they craft tailored strategies and solutions using our innovative proprietary frameworks to help achieve client’s unique goals. Daniela is the Founder of DDM Group and Sarah is the VP of Communication, together with the rest of the DDM Group they are passionate about connecting people with the ideas, information, and introductions they need to take control of their financial futures!

Tune into our conversation to hear how they’re breaking down financial barriers and offering bespoke strategies that empower entrepreneurs and business owners to build lasting wealth!

Topics Covered:

Daniela's personal story and the inspiration behind starting DDM Group.
How DDM Group stands out by prioritizing client relationships and personalized strategies.
Sarah's transition from legal to financial services and her passion for financial literacy.
Insights on how DDM Group helps clients at various stages of their financial journey, even before they have significant assets.
The importance of open, judgment-free discussions about finances and the unique approach they bring to their clients.
DDM’s in-depth process for understanding clients' financial situations, goals, and the nuances of their portfolios to provide the best advice.
Strategies for small business owners to plan for retirement, including using innovative methods like tax-free personal pensions and effective asset management.

Want to take control of your financial future? Reach out to the DDM group!

DDM Links:
Instagram: https://www.instagram.com/ddm.group/
Website: https://www.ddmgroup.ca/
LinkedIn: https://www.linkedin.com/company/ddm-group-2020/?originalSubdomain=ca

Staci's Links:
Instagram. Website.