Charting a New Course for Your Business’s Financial Success

At JamboJon we talk a lot about marketing. We build websites, we eat and breathe digital marketing. But business is so much more than just lead generation and sales. As a business owner, I spend much of the week networking, building strategic alliances, working with my trusted advisors and managing details and personnel on my team, don’t you?

Let me introduce one of my strategic partners, Heidi Westfall from RTI Wealth Management. In November she hosted an incredible event, geared to leaders around the community to better understand the post-election financial landscape. Policies shift, economic cycles evolve, and for many business owners, the uncertainty of what comes next can feel overwhelming. As a leader, your decisions today impact the legacy you leave tomorrow. When I think about the legacy JamboJon leaves behind, I want to create certainty for our family and employees, but also impact our community, and seize the opportunities to support causes we cherish.

Walking into the Old Mill ClubHouse, professionals from all walks of business filled the room. The panoramic glass windows offered a stunning view of the Salt Lake Valley at night after the morning snow storm had cleared. The keynote panelist and accompanying professionals provided a deep wellspring of knowledge without resorting to fear-mongering sound bites that blanket the cable news circuit. The information was fact based, cyclical based, politically-neutral and action-oriented. 

Insights from Leading Experts

The evening featured a panel of experts who shared their top concerns, actionable strategies, and opportunities to protect and grow wealth in the years ahead. Attendees heard directly from:

• Strider Elass, Senior Economist, who provided a thoughtful analysis of post-election economic trends and their impact on business planning.
  • “Things aren’t always the way they appear”
  • “Entrepreneurs drive economic growth.”
  • “It’s easy to get discouraged, stay the course.”
  • “Living standards have never been higher. We have a negative bias because of the inundation of the media. The average consumer opens their phone 80Xs a day!”
  • “You can grow your way to prosperity from government spending. It comes through entrepreneurs.”
• Travis Bowen, a nationally recognized attorney in asset protection and business law, who broke down how shifting regulations could affect business transitions.
• David Swenson, Business & Family CPA, who offered advanced tax strategies to maximize savings and protect assets.
• Anthony Cisneros & Phillip Loring, wealth advisors ranked among the top 5% in the nation, who outlined steps to build and sustain generational wealth.

A Space to Learn and Build Connections

Beyond the panel discussions, the event created a space for meaningful conversations. Attendees connected with peers who shared similar experiences, goals, and values. Many found that simply being in a room with like-minded individuals—other business owners committed to generational leadership, family security, and philanthropy—sparked new ideas and opportunities for collaboration.

The one-on-one conversations with panelists and direct access to experts allowed attendees to ask specific questions and receive tailored advice. Whether discussing tax strategies, legal structures, or long-term wealth planning, the dialogue proved practical, insightful, and inspiring.

Attendees left with clear steps to protect their wealth, optimize their business, and set their families up for success—not just in the next four years but for decades to come.

• Focus on continual tax planning - benefit from ongoing analysis and tracking. 
• The only constant is change.
• In terms of your structure, how do you hold investments? Make sure your footings and foundations are sure so you can build safely and effectively. 
• Know where your documents are. Be prepared in all the important areas of; legal, taxes, and accounting. 
• Stay curious and proactive. 
• Your success is based on the ability to seize the moment. 

Moving Forward with Clarity

The post-election uncertainty remains, but those who attended the event left better equipped to face the challenges ahead. They gained clarity about where their businesses stand, what steps they need to take, and how to ensure their hard work benefits their families and communities for generations to come.

Events like this remind me that financial success isn’t about reacting to change—it’s about proactively preparing for it. For those who couldn’t attend, RTI Wealth Management continues to be a trusted resource for business owners seeking to protect, plan, and grow their wealth. Learn more about their proven strategies and resources by visiting RTI Wealth Management.

In the end, the legacy you build isn’t just about the wealth you leave behind; it’s about the lives you impact along the way.