HeyJaredCharting Opportunities With Portus Wealth Advisors
Unlocking Business Growth: Charting Opportunities with Portus Wealth AdvisorsWelcome to "Charting Opportunities," a dynamic monthly series brought to you by Portus Wealth Advisors, designed to empower business owners with actionable insights and strategies for growth.
- Indexed episodes, last 90 days
- 5
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- Aug 6, 2026
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- Jul 3, 2026
Latest episodes
HR as a Valuation Killer? | Matt Butler | Charting Opportunities - Full Episode (opens the original)
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Most business owners think HR is just an administrative headache. Matt Butler wants to show you the line item in your financials where it is actually destroying enterprise value. In this episode of Charting Opportunities, William Bissett sits down on stage with Matt Butler, co-founder of Pair PEO, a PEO brokerage based in Charlotte. Matt spent over 15 years in the PEO space — first as a user, then nearly 13 years at Insperity, and now as a broker who shops the marketplace on behalf of his cl...
Branding vs. Marketing | Anne Marie Holder | Charting Opportunities - Full Length (opens the original)
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Most business owners think branding is a logo. Anne Marie Holder of Spark Strategic Ideas is here to tell you it is not even close. In this episode of Charting Opportunities, William Bissett sits down on stage with Anne Marie Holder, founder of Spark Strategic Ideas and an 18-year veteran of strategic branding and marketing. Anne Marie built Spark out of the 2008 recession and has spent nearly two decades helping companies figure out who they actually are — not who they think they are ...
Why Someone Else Might Do Better With Your Business | Portus Perspectives (opens the original)
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In this installment of the Portus Perspectives series, William opens with a quote that stopped him cold. "Let it offend you that someone else could be handed your days and turn them into something greater." It stings a little. And according to William, it probably should. Because there is a lot of truth in it. He was reminded of a conversation years ago with a fellow financial planner who made a similar observation. If we swapped client lists, we would each probably un...
Teach and Let Go: A Leadership Lesson From a Dead Car Battery | Portus Perspectives (opens the original)
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In this installment of the Portus Perspectives series, William opens with a classic summer scene. Back from the beach, car unpacked, and a dead battery waiting in the driveway. His son's car, 80,000 miles on it, had died before they left for the trip. So the moment they got home, William and his 16 year old son went back outside and William walked him through jumping a car for the first time. Red to red, black to black, start the good car, start the bad car. After a little engine revvin...
Are You the CEO or Are You Still Acting Like a COO? | Portus Perspectives (opens the original)
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In this installment of the Portus Perspectives series, William shares a conversation that got him thinking about one of the most common patterns he sees in business owners preparing to sell. A client is likely heading to market later this year or early next year. The M&A team is in place, the quality of earnings conversation has started, and the process is moving in the right direction. But a conversation from a couple of months ago kept coming back to William during the week. ...
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