Welcome back to the Entrepreneur’s Journey Podcast. In this episode, Michael Pallozzi and Jason Gabrieli kick off a new podcast series focused on BuiltWealth™, a service model developed specifically for business owners in the trades. Michael and Jason explore why this audience—roofers, electricians, HVAC companies, plumbers, painters, and other home-service professionals—is underserved when it comes to financial advice.

They explain the inspiration behind the BuiltWealth™ Ladder: a 7-rung system designed to help trades-based entrepreneurs organize their financial lives, grow their wealth, and eventually transition their businesses successfully. Drawing from their own experience as business owners and financial planners, Michael and Jason share how their unique approach brings together financial planning, business consulting, and strategic partnerships to create lasting value for their clients.

● Why trades-based entrepreneurs are often overlooked by traditional financial advisors.

● How the BuiltWealth™ Ladder helps simplify complex business and financial decisions.

● Key triggers that indicate when a business owner needs help coordinating their finances.

● The unique process HFM uses to onboard and serve business owners at different stages.

● [00:01:05] Introduction to the BuiltWealth™ service model and why trades-based entrepreneurs are the focus.

● [00:07:10] How many trades business owners grow their companies without formal business training.

● [00:13:07] The seven rungs of the BuiltWealth™ Ladder, from early growth to legacy planning.

● [00:18:00] The importance of having a second engine of wealth outside the business.

● [00:24:43] Understanding the BuiltWealth™ onboarding process: JobWalk, SiteSurvey, Blueprint, and BuildOut.

● [00:30:00] What’s coming next: future episodes exploring each rung in detail and featuring expert guests.

1. Trades business owners often lack the financial coordination needed as their businesses grow and become more complex.
2. The BuiltWealth™ Ladder offers a clear, relatable framework tailored to the real-life progression of business owners in the trades.
3. HFM's team brings both financial planning expertise and entrepreneurial experience—giving clients a unique, well-rounded partnership.

Connect with Michael Pallozzi: mpallozzi@hfmadvisors.com | LinkedIn

Connect with Jason Gabrieli: jgabrieli@hfmadvisors.com | LinkedIn

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Editing and post-production work for this episode was provided by The Podcast Consultant (⁠