Shows
Legacy LeadersFinancial Wisdom and Fiduciary Responsibility
🎙️ Do you know what it really means to be a fiduciary? And how that mindset can transform the way financial planning is done? Click to find out why this perspective is essential for building financial peace of mind!In this episode of Legacy Leaders, Stan and Katie Beth sit down with James Alexander, a Certified Financial Planner and Partner at Edge Financial Advisors. Together, they explore the role of fiduciary responsibility in financial advising and its impact on creating meaningful legacies, sharing valuable insights and practical tips for listeners. James draws from his extensive experience to discuss the mindset sh...2025-06-1830 min
Legacy LeadersThe Power of Values and Meaningful ActionsHave you ever wondered how to turn personal challenges into a powerful legacy for your family? This episode dives deep into that journey and how it can reshape your life.
In this episode of Legacy Leaders, Stan and Katie Beth sit down with Josh Meyer, a financial strategist and legacy planning advocate. Together, they explore how to build a meaningful legacy that goes beyond money, sharing valuable insights and practical tips for listeners. Josh draws from his personal experiences—overcoming adversity, surviving a nine-story fall, and facing a life-threatening diagnosis—to discuss how intentional decisions can shap...2025-06-1121 min
Legacy LeadersDoug Davidoff: Unveiling the Revenue Acceleration Framework
🎧 What if asking better questions was the secret to accelerating your business growth?In this episode of Legacy Leaders, Stan and Katie Beth sit down with Doug Davidoff, Founder and CEO of Lift Enablement and author of the #1 best-selling book Revenue Acceleration Framework. Together, they explore the core components of sustainable business growth, sharing valuable insights and practical tips for listeners. Doug draws from decades of experience to discuss how strategy, structure, and systems determine business success, offering actionable advice for business owners and entrepreneurs ready to scale smart. This episode is a must-listen for founders, CEOs, and le...2025-06-0431 min
Legacy LeadersEmbracing Failure, Empowering LeadersWant to know the real secret weapon CEOs use to grow, lead with purpose, and overcome blind spots? You’ll find the answer in this empowering episode.In this episode of Legacy Leaders, Stan and Katie Beth sit down with Jeff Oak, Vistage Chair, executive coach, and host of the Taking Care of Your Business podcast. Together, they explore the power of peer advisory groups, the vital role of trust, accountability, and vulnerability in leadership, and how leaders can confront their blind spots to unlock their full potential. Jeff draws from decades of experience stewarding culture at billion-dollar organizatio...2025-05-2826 min
Legacy LeadersMastering Your Finances: The Key to Long-Term Success💼 Are you building your business without a forward-looking tax strategy? You might be leaving thousands on the table. This episode is your wake-up call.
In this episode of Legacy Leaders, Stan and Katie Beth sit down with Gary Helt, CPA, Certified Tax Coach, and owner of Small Business Advisors. Together, they explore the powerful difference between tax preparation and tax planning, sharing valuable insights and practical strategies to help small business owners lower their tax burden and build smarter, more sustainable financial futures. Gary draws from his extensive experience to discuss the risks of reactive tax filing, the...2025-05-2128 min
Legacy LeadersPreserving Family Legacies Through Stories: The Power of Connection and HealingHave you ever wondered how families can preserve their legacy, values, and business success across generations? This episode will inspire you to think about the stories that shape who we are — and why it's critical to capture them now.
In this episode of Legacy Leaders, Stan and Katie Beth sit down with Dave Goetz and Melissa Parks, co-founders of Journey 66 and experts in creative consulting for families and businesses. Together, they explore the power of storytelling in preserving family legacies and strengthening multi-generational businesses, sharing valuable insights and practical tips for listeners. Dave and Melissa dra...2025-05-1436 min
Legacy LeadersEmpowering Purpose: Unveiling Soulful LeadershipAre you building a workplace that people are drawn to — one where passion and purpose fuel success? Discover how purpose-driven leadership can transform your business and your team culture in this powerful episode.In this episode of Legacy Leaders, Stan and Katie Beth sit down with Dr. Alise Cortez, Chief Ignition Officer at Gusto Now and expert in human capital, meaning, and purpose-driven leadership. Together, they explore how activating purpose within organizations can dramatically increase engagement, retention, and profitability, sharing valuable insights and practical tips for listeners. Dr. Cortez draws from her extensive experience to disc...2025-05-0726 min
Legacy LeadersUnlocking Real Estate Wealth: A Deep Dive into Self-Storage InvestingWhat if the most stable investment opportunity wasn’t found in stocks or multifamily housing—but in self-storage?In this episode of Legacy Leaders, Stan and Katie Beth sit down with Guy Varble, co-founder of the Momentum Wealth Fund and expert in self-storage investing. Together, they explore why self-storage is one of the most risk-mitigated and scalable real estate asset classes, sharing valuable insights and practical tips for listeners. Guy draws from his extensive background in economics, banking, and real estate to discuss market trends, investment structures, and the surprising behavioral patterns of storage users...2025-04-3027 min
Legacy LeadersEmpathy, Expertise, and Empowerment: A Journey in Financial PlanningLauren Williams, co-founder of Prosper Plan, has a unique perspective on financial planning shaped by her early exposure to economics through her mother's career in the oil industry in Houston. Her passion for organizing and managing money began in her youth, leading her to shift from an initial path in special education to a career in finance, starting at Wachovia Securities. As a military wife and divorcee, Lauren developed a holistic approach to financial planning that emphasizes empathy and flexibility, helping clients navigate life's transitions with understanding. She advocates for the human side of financial advising, believing that building...2025-04-2326 min
Legacy LeadersThe Power of Shifting Perspectives: Uncovering Your True Desires in Finance and Estate PlanningThomas Blottenberger, CFP, ChFC, ABFP, is the co-founder of Paradigm Shift Financial, where he helps individuals align their mindset and investments with their greater purpose. Entering financial planning in 2010, he was disheartened by the industry's focus on commissions over people—until discovering Matson Money’s principles, sparking his own paradigm shift.Since co-founding Paradigm Shift Financial in 2018, Thomas has been dedicated to transforming how clients approach money, shifting from stress and scarcity to confidence and freedom. Through breakthrough education and coaching, he empowers families to make meaningful financial decisions using Nobel Priz...2025-04-1033 min
Legacy LeadersStrategies for Law Firm ProfitabilityLegacy Leaders with Katie Beth Hand and Stan Miller Episode 204 with John Scott and Kip Bilderback are renowned experts in law firm operations, each bringing a unique perspective to improving efficiency and profitability. John, a CPA partner at Anders in St. Louis, focuses on financial management and the strategic tracking of data to maximize a firm's cash flow and production capacity, a theme explored in his guide, "Judicial Dollars and Cents." Meanwhile, Kip, with a successful history of expanding a modest firm into a legal powerhouse, advocates for creating repeatable processes and understanding the business s...2025-04-0934 min
Legacy LeadersThe Principles and Trends of the Metal CommunityWill Henshaw, the CEO and visionary behind Metal, views the group as a distinctive community that brings together successful men from diverse backgrounds, including media, entertainment, and technology. He believes that by being part of Metal, men can enhance their roles as husbands, business partners, and overall individuals, benefiting from the camaraderie and shared values within the group. Described as an "edgier version of TED for successful guys," Metal emphasizes personal growth and meaningful connections, steering clear of divisive topics like politics and religion. Will is particularly committed to fostering an environment of integrity and authenticity, ensuring that members...2025-04-0232 min
Legacy LeadersTargeted Engagement: Marketing's Quality RevolutionKnown as “The Connector,” Georgette Pascale has over 25 years of experience in PR, marketing, communications, digital, social media, IR, business development, entrepreneurship, and agency leadership (the agency she founded, grew, and sold was completely virtual two decades ago, way pre pandemic). She is a recognized speaker and highlights her best accomplishments are being a single mom and boxer, rather than talk about her awards, board appointments and accolades.Listen to this informative Legacy Leaders episode with Georgette Pascalle about authenticity, trust, reputation management, targeted marketing, and effective communication.Here is what to expe...2025-02-1229 min
Legacy LeadersOptimizing Business Decisions for Law Firm SuccessJohn Scott, a Partner in Tax at Anders for over 30 years, specializes in advising law firms on maximizing profits and minimizing taxes. With a proven track record, he has guided firms of all sizes in optimizing cash flow, leveraging KPIs, and navigating complex tax codes. John analyzes financial statements to identify actionable strategies for improving profitability and cash flow. He helps law firm owners focus on practicing law by providing tailored advice on staff utilization, dynamic forecasting, hiring decisions, career path development, trust accounting, and partner distributions. Listen to this informative Le...2025-01-2224 min
Legacy LeadersEmpower Your Team: Transformative Leadership StrategiesRandy Gravitt is an author, speaker, and executive coach who encourages leaders to reach their potential. In 2014, Randy founded Lead Every Day, where he currently serves as the CEO (Chief Encouragement Officer), leading a team of coaches and consultants who work with high-performance leaders, organizations, and teams around the world. As a speaker, Randy delivers keynotes and training workshops on the topics of leadership, culture, team building, organizational effectiveness, and peak performance. Those he works with include: Chick-fil-A, Grand Hyatt, Fellowship of Christian Athletes, Kroger, and the Winshape Foundation. He has also served as one of the leadership coaches...2025-01-1529 min
Legacy LeadersStrategic Expansion: Fund, Acquire, Consolidate, Exit MethodologyLegacy Leaders with Katie Beth Hand and Stan Miller with David. B Horne is an expert in fundraising, business growth and mergers and acquisitions. He is the founder and CEO of Add Then Multiply, a consultancy which helps business founders to grow fast, and Funding Focus, a social enterprise which aims to level the uneven playing field that female and underrepresented entrepreneurs face when raising capital. Listen to this informative Legacy Leaders episode with David. B Horne about strategic expansion.Here is what to expect on this week’s show:
David...2024-12-1837 min
Legacy LeadersThe Power of Personal Branding in Marketing SuccessPaige Arnof-Fenn is the founder & CEO of global marketing and branding firm Mavens & Moguls based in Cambridge, MA. Her clients include Microsoft, Virgin, The New York Times Company, Colgate, venture-backed startups as well as non profit organizations. She graduated from Stanford University and Harvard Business School. Paige serves on several Boards, is a popular speaker and columnist who has written for Entrepreneur and Forbes. Listen to this informative Legacy Leaders episode with Paige Arnof-Fenn about personal branding.Here is what to expect on this week’s show:
Paige suggests identifying what sets you apa...2024-12-1129 min
Legacy LeadersNavigating Market Trends for Optimal InvestmentsChris Vermeulen is a financial expert who challenges conventional investing wisdom and believes that investors should only own rising assets. With over 25 years of experience, Chris shares an alternative investment style called Asset Revesting that allows investors to achieve higher returns, lower drawdowns, and profit from bear markets. Listen to this informative Legacy Leaders episode with Chris Vermeulen about market trends.Here is what to expect on this week’s show:
Chris breaks down the stock market into four stages with specific strategies for each. This approach provides a cle...2024-11-2028 min
Legacy LeadersFulfillment Driving Career ChoicesNirit Cohen is an HR Strategist, a future of work expert, and bridge builder between emerging trends and practical solutions. Nirit worked for Intel for almost 30 years in finance, human resources, mergers and acquisitions, in Israel, Europe, the United States and in global responsibility. Today she is a known influencer and speaker on the future of work and the changes to careers, management, organizational processes as well as education and civil service. Her weekly column on the Future of Work appears since 2015 in Globes and The-Marker national newspapers. Her popular weekly podcast, sponsored by Startup-Nation-Central, covers insights on the...2024-10-3030 min
Legacy LeadersUnleashing the Power of Strategic Cash ManagementPeter W. Kingma, author of CASH IS KING, leads the working capital practice in the Americas for Ernst & Young LLP. With over thirty years of experience, he advises global companies on all aspects of cash management across such sectors as manufacturing, consumer products, retail, aerospace, and defense. He has written for publications including CFO Magazine and CNBC online. Kingma, who earned a BS in economics from Purdue University, lives in Chicago and Columbia, Missouri. Listen to this informative Legacy Leaders episode with Peter Kingma about cash management.Here is what to expect on thi...2024-10-1626 min
Legacy LeadersClient-Centered Trusts and Guardianships ImplementationHis friends call him Jay and you can too. Jay Barrett works to assist young professionals and small business owners achieve peace of mind. Life is busy and many times important tasks slide down the list and do not get accomplished. He has been counseling clients since 2010 on how to plan for their families, their legacy, and their businesses. Jay has learned the art of relational law and being a personal family lawyer, he does things differently. Your relationship with you lawyer should not be transactional. It should be supportive, and Jay is uniquely situated to support his clients...2024-10-0922 min
Legacy LeadersEmpowering Families Through Legal Education and ResourcesMichele Locke is an Associate Municipal Court Judge and family law attorney, known for her dedication to family law litigation. Before joining the bench, she built a successful practice, representing clients in contested legal disputes. As a judge, Michele presided over a specialized Domestic Violence Court, handling Protective Orders, divorce, custody, child support, and Child Protective Services cases. Her personal experiences as a child of divorce, stepmother, and mother give her unique insight into family dynamics. In private practice, she specializes in Divorce, Custody, Child Support, and Family Violence, advocating for her clients with passion and commitment. 2024-09-2522 min
Legacy LeadersUnlocking Financial Freedom Through Infinite Banking StrategyDr. Robert Scranton is a former financial executive who teaches people how to use their current debts and expenses to grow their wealth outside of the traditional approaches. With his experience in accounting and finance, as well as his experience as the former chief financial architect of a cutting-edge financial firm, Dr. Robert has been able to help people all over the United States take advantage of the Infinite Banking Concept. He hopes to teach people how to recapture, reuse and recycle their own money over and over again so it stays inside of their family, instead of making...2024-09-1835 min
Legacy LeadersStreamlining Cross-Border Trade for Market ExpansionRamiro is an engineer, entrepreneur, co-founder and expert in eCommerce. After university in the UK, he returned to Mexico in 2017 - and dove straight into applying his problem-solving skills to the eCommerce world. He joined AMZ Advisers and achieved massive growth for 50+ 7-figure brands on the Amazon platform. He now helps brands break into the Latin American eCommerce markets, and tackle all the challenges that foreign brands face. Listen to this informative Legacy Leaders episode with Ramiro Velasco about cross-border trade.Here is what to expect on this week’s show:● Ramiro...2024-09-1127 min
Legacy LeadersAdvanced Tax Strategies vs. Traditional CPA ApproachesShauna A. Wekherlien, CPA, MTax, CTC, CTP, CTS, is a two time published author who founded Tax Goddess Business Services in 2004, a 100% digital firm with an expert team of more than 93 people around the globe that has saved their clients over $1 Billion in taxes! Shauna is a sought after speaker who advises business owners, investors, and entrepreneurs to create plans of action to increase their bottom line, reduce costs, significantly reduce taxes, increase cash flow, and perform what-if scenario options so that owners know what decisions to make and which paths are best suited to their particular situation.2024-08-2828 min
Legacy LeadersTransforming Workplace Cultures: Lessons in Leadership CoachingDallas Burnett is the Founder and Chief Energy Officer of ThinkMoveThrive. He believes that intentionally creating a positive culture is paramount to the long-term success and impact of any business. Hence why Dallas founded ThinkMoveThrive with the launch of his first book, MOVE! Listen to this informative Legacy Leaders episode with Dallas Burnett about workplace culture.Here is what to expect on this week’s show:● Dallas and Katie highlight the value of systemized development in workplaces, a practice often overlooked. Dallas's journey showcase how investing in employee growth can lead to imp...2024-08-2129 min
Legacy LeadersUnderstanding Clients' Emotional Money Mindsets for Financial SuccessAbbe F. Large, CLTC, Senior Vice President at Lenox Advisors, is a dedicated professional whose drive is to put her clients' best interests first. With nearly 30 years of experience, she is highly skilled in a variety of financial services, estate planning, and asset management solutions. With her corporate clients, she helps structure strategic employee benefits as well as executive carve-out programs. Listen to this informative Legacy Leaders episode with Abbe Large about understanding clients’ mindsets.Here is what to expect on this week’s show:● Abbe's approach to financial advising centers around f...2024-08-0530 min
Legacy LeadersLegacy Building through Wealth Preservation StrategiesMark B. Murphy, CEO of Northeast Private Client Group, is an accomplished author, speaker, and motivator who’s revolutionizing the financial planning and wealth management industry. He helps entrepreneurs achieve multigenerational wealth through personalized strategies, leveraging his strategic planning and financial engineering expertise. Forbes has ranked him as the #1 financial security professional in NJ and #15 nationwide. Additionally, his book, The Ultimate Investment, is a #1 bestseller and new release on Amazon. Listen to this informative Legacy Leaders episode with Mark Murphy about legacy building and wealth preservation.Here is what to expect on this wee...2024-07-3133 min
Legacy LeadersHuman Values in Business: Impact on Employee SatisfactionDr Bruno Cignacco (PhD) is a TEDx speaker, researcher, and business consultant. For over 30 years, he has advised and trained hundreds of companies on international marketing and other business topics. He is a university professor at several institutions in UK. He is a Senior Fellow of the Higher Education Academy (HEA - UK). His new book is titled "The Art of Compassionate Business" (2nd Edition, Routledge).Listen to this informative Legacy Leaders episode with Dr Bruno Cignacco about employee satisfaction.Here is what to expect on this week’s sh...2024-07-2427 min
Legacy LeadersCreating Personal Financing: The Bank on Yourself StrategySteven H. Step is President of A Step Ahead Insurance & Financial Services. Steve has helped more than 285 clients grow their wealth without risk or worry, reduce their taxes, and achieve their dreams of financial security. His clients on track to building more than $86 million of additional wealth through safe, proven financial strategies. Steve's clients think of him as their "secret weapon," helping them build and safeguard their wealth. One of only 250 financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself™ Authorized Advisor, Steve has consistently ra...2024-07-2318 min
Legacy LeadersValue-based Estate Planning for Generational Impac\Richard Kerbawy has served the Mid-Michigan community for more than four decades. He was an Assistant Ingham County Prosecuting Attorney for four years before being appointed Chief Attorney Referee for the Ingham County Circuit Court Family Division, where he heard abuse and neglect, delinquency and custody cases for 23 years. He has decades of serving as faculty for the Michigan Supreme Courts Judicial Institute, Lansing Community College’s Police Academy, the State Court Administrators Office and Children’s Charter for the Courts of Michigan. Richard has also served on the Board of Director’s of the Boys and Girls Club of Lan...2024-07-1726 min
Legacy LeadersEthical Selling Practices: Catering to Different Needs & BudgetsJustin Janowski has helped hundreds of coaches build their dream businesses from the ground up. Driven by his faith, he founded Faith2Influence to help people learn what it takes to turn coaching into a profitable business venture. Justin has guided Christian and non-Christian coaches alike through the rewarding process of optimizing business models, pricing, and sales strategies so that they can scale their income alongside their impact. He has a passion for sharing this process with emerging Entrepreneurs to help them simplify and grow their businesses the right way. Listen to this informative...2024-07-1528 min
Legacy LeadersTaking Control: From Employee to Entrepreneurial Success StoryDarin is an eminent industry leader and entrepreneur with over 25 years of real estate experience and more than $1B in debt and equity as a Sponsor or LP. Having experienced several market corrections, Darin led predecessor companies to pivot and deliver exceptional returns in residential, retail, NNN, and multifamily assets. He is an active managing partner at Presario Ventures and recently founded Club Capital to further address investor requirements for capital growth and cash flow. Listen to this informative Legacy Leaders episode with Darin Davis about entrepreneurial success.Here is what to...2024-07-1022 min
Legacy LeadersRevolutionizing Financial Planning for Diverse ClientsBen Hockema, the WSJ and NYT-featured founder of IlluminateWealth Management, is passionate about sharing his expertise with anyone serious about making better financial decisions. He works with couples and families on their full financial picture; everything from cash flow and paying for education to saving and investing for big goals such as retirement, to individual and small business tax planning so that their clients can gain clarity and develop a path that is unique to their own goals, hopes and dreams.Listen to this informative Legacy Leaders episode with Ben Hockema...2024-07-0823 min
Legacy LeadersAchieving Work-Life Harmony Through Effective DelegationRich Bruno, an executive coach with a distinguished work history. Rich had a 30-year career as a supply chain leader and is a recent retiree from Johnson & Johnson. Rich's journey has been inspiring, marked by a relentless commitment to talent management, entrepreneurial success, and community leadership. In his three-decade corporate tenure, Rich spearheaded numerous teams and divisions, consistently prioritizing talent management and development. His dedication to fostering growth and success continued when he embraced his entrepreneurial spirit. For the past ten years, Rich has thrived as a successful Franchisee, leading two of the largest Max Challenge locations. As well...2024-07-0132 min
Legacy LeadersLead Generation Strategies for Business SuccessPhilip Smith is a serial entrepreneur, investor, and author who partnered with Kevin Harrington, one of the original sharks on Shark Tank. He also made the Inc. 5000 list of fastest growing private companies 5 times and he did it as a 1 employee company, working from home. He started his first business in 1998 and has been part of 5 acquisitions so far.Phil is an expert in B2B lead generation and is one of the most sought-after consultants, working with over 10,000 clients and counting.His most recent business, All In One...2024-06-2628 min
Legacy LeadersNavigating the Complexities of Probate LitigationMichael Vater, Esquire, Managing Partner of The Ticktin Law Group headquartered in South Florida has successfully strategized, argued and won complex litigation cases across the US and abroad; including over 20 Florida counties, California, Texas, Pennsylvania, Ohio, South Carolina and Iceland (a victory that created case precedence re: consumer rights in aviation disputes in the European Union) . Vater has been part of The Ticktin Law Group since April 2010. Since joining the firm, Vater has been involved with many entertainment law cases, personal injury cases, and real estate litigation cases. Listen to this informative Legacy Leaders...2024-06-2425 min
Legacy LeadersThe Future of Mergers and Acquisitions in TechAddison Adams is the founder of Adams Corporate Law and stands out as the go- to voice on Mergers and Acquisitions for California-based businesses. With nearly three decades dedicated to closing deals, Addison’s expertise isn’t confined to just M&A transactions. He guides business owners, helping companies of all sizes and across all industries in the Golden State achieve growth. Whether it’s mastering investor offerings, crafting watertight contracts, or navigating intricate corporate structures, Addison’s touch is evident in everything he oversees. Whether you’re a startup enthusiast or a seasoned business professional, Addison’s tales from the tre...2024-06-1929 min
Legacy LeadersUnlocking Opportunities: Private Credit Investing ExplainedNelson Chu is an experienced serial entrepreneur and the founder and CEO of Percent, the modern credit marketplace. After witnessing the inefficiencies in the private credit markets, Nelson was inspired to transform this industry for the better and founded Percent in 2018. He and his team have built an end-to-end credit platform unlike any other, empowering borrowers, underwriters, and investors to transact with confidence through governance, asset transparency, and market standardization. Nelson has been recognized by Private Debt Investor as a Rising Star in their annual list of the top 40 individuals shaping the future of private credit.2024-06-1230 min
Legacy LeadersBe the Unicorn: Mastering the Habits of Successful LeadersListen to this informative Legacy Leaders episode with William Vanderbloemen about successful leadership habits.Here is what to expect on this week’s show:● Vanderbloemen search group expanded its focus to help values-driven organizations find employees who align with their core values, such as Chick-fil-A and a family-owned company that builds Air Force One. This approach stemmed from William's experience in executive search, prompting him to apply this model to churches in need of leaders. ● William’s book 'Be the Unicorn' explores twelve data-driven habits that differentiate the best leaders, inspired by experiences during t...2024-06-1134 min
Legacy LeadersThe Heart of Leadership: Nurturing Your Inner LeaderMark Miller is a Wall Street Journal and international best-selling author, communicator, and the former Vice President of High Performance Leadership at Chick-fil-A. Mark started his Chick-fil-A career working as an hourly team member in 1977. In 1978, he joined the corporate staff working in the warehouse and mailroom. During his tenure with Chick-fil-A, the company grew from seventy-five restaurants to over 2,700 locations with annual sales exceeding $19 billion. Today, Mark serves as the Co-Founder of Lead Every Day, an extension of his life-inspired mission to encourage and equip leaders with the tools they need to be successful. Mark began writing almost...2024-06-0525 min
Legacy LeadersFinancial Barriers: Making Planning Accessible for AllDiane is an Investment Advisor at IP Financial Advisory Services, LLC, and a Registered Representative with Innovation Partners, LLC. With a passion for shaping business destinies, she equips business owners and executives with tools to safeguard and amplify their companies. She specializes in growth strategies, talent retention, and regulatory compliance, guiding businesses towards success in today's dynamic landscape. She's dedicated to helping people from all walks of life achieve financial goals, whether planning for retirement, education, or a prosperous future.Understanding each client's unique challenges is at the heart of her approach. As an...2024-06-0320 min
Legacy LeadersNavigating Estate Planning Through the Lens of FaithMatrona Jessica Ward is the founding attorney at Family Legacy Planning Firm. She earned her Juris Doctor with a certificate in alternative dispute resolution with honors from Pepperdine University School of Law in 2008, after graduating with honors from The Master’s College with a B.A. in political studies. Her focus is on supporting families to pass on their legacies, with excellence and compassion. Listen to this informative Legacy Leaders episode with Matrona Jessica Ward about estate planning and faith.Here is what to expect on this week’s show...2024-05-2220 min
Legacy LeadersProactive Steps in Estate and Business Planning StrategiesJames L. Moore, JD, Counselor at Law, principle and founder of The Law Offices of James L. Moore, PC is known as the “expert’s-expert”. Moore’s reputation as a practical problem solver and bottom line communicator provides an environment which allows him to connect with the audience due to his extensive personal, legal, and practical business experience. Moore has 30 years of experience as an estate planning, business succession and tax attorney helping hundreds of clients plan for, protect, and preserve their personal estates and businesses. Moore’s focus provides a proven system that allows individuals and business owners to pass al...2024-05-1528 min
Legacy LeadersFinancial Resources: Key to Franchisee SuccessGiuseppe Grammatico is a franchising advisor who has owned a number of Master Franchise licenses and has enjoyed a successful franchising career, guiding over 200 individuals through business ownership, many for the first time. In addition to 2 decades in franchising, he also has 20 years of sales, marketing, and management experience.Listen to this informative Legacy Leaders episode with Giuseppe Grammatico about franchising success.Here is what to expect on this week’s show:● Giuseppe explains successful franchisees need to have the financial resources, ability to follow a process, and the right timi...2024-04-0326 min
Legacy LeadersRecognizing Signs for Career Change SuccessGreg Martin, a seasoned professional who began his career in investment banking after earning his business undergraduate degree, found his true calling in entrepreneurship after a decade in the banking sector. His perspective on transitioning from investment banking to entrepreneurship is deeply rooted in personal fulfillment and passion, shaped by his own experiences. Greg realized early in his career that he was overly focused on retirement, neglecting to live in the present. This epiphany led him to chase his entrepreneurial dreams, despite the inherent challenges and uncertainties. He firmly believes in seizing the moment to make a career change...2024-03-2727 min
Legacy LeadersEmpowering Female Entrepreneurs: Overcoming Unique ChallengesWhatever your business problems may be, Julie Perkins has lived them and learned how to look forward and survive. From picking herself up after sixth form to witnessing the ins and outs of a business founded in a spare room and launched onto the world stage; from surviving cancer to writing books (The Wyse Way) and hosting her own podcast, she is sought after for her advice and guidance, not only as a business leader but as a thought leader.Listen to this informative Legacy Leaders episode with Julie Perkins about overcoming challenges. 2024-03-2029 min
Legacy LeadersEmbracing Uncertainty: The Key to Personal CreativityDan Steininger, a prominent figure in the field of business leadership, is a respected author, speaker, and advisor dedicated to nurturing innovation. Known for his insightful books on innovation, Dan has been a contributing columnistfor the Biz Times with a column titled Innovate or Die. At the helm of Steininger& Associates, he equips businesses from diverse sectors with the tools for innovative growth. His impactful career spans leadership as a former CEO of a major financial institution, as well as active roles in prestigious organizations. As a sought-after speaker, Dan shares his wisdom with...2024-02-2636 min
Legacy LeadersSafeguarding Wealth with Asset Protection StrategiesEric has served over 20 years in the financial industry and co-owns a national financial planning company dedicated to serving the needs of healthcare owners. He has personally had over 20,000 conversations with practice owners at every phase of ownership. He has published countless articles, videos, and podcasts on various financial topics and is an expert on matters concerning creating economic independence for a practice owner’s business and household. He has recently published a book “How To Become a Financial Beast” which quickly became a bestseller on Amazon. Listen to this informative Legacy Leaders episode with E...2024-02-1929 min
Legacy LeadersCreating Global Citizens Through Family TravelAndy is a seasoned hospitality and travel entrepreneur at American Meetings Incorporated (AMI), a global meeting events agency. His passion for travel, influenced by his father's love for exploring different countries, has shaped his perspective on creating authentic and unique experiences for business travelers. Andy believes in curating the travel experience beyond just staying in a hotel and attending meetings, emphasizing the importance of shared experiences, educational and life experiences, and the value of exploring and discovering unique aspects of each destination. His dedication to merging business and travel to create memorable and valuable experiences for clients has made...2024-02-0721 min
Legacy LeadersIdentifying Biases for Financial Decision-MakingJonathan Blau is the founder and Chief Executive Officer of Fusion Family Wealth, a Long Island-based, fee-only, registered investment advisory firm. His investment philosophy is centered on helping shape positive money behavior and by teaching wealthy people to consistently make rational financial decisions under uncertainty. As an industry thought leader in behavioral finance – helping investors learn to make rational money decisions under conditions of uncertainty – Mr. Blau helps clients thrive by helping them identify biases that drive poor money decisions and then helping to modify their “money” behavior. Listen to this informative Legacy L...2024-01-2440 min
Legacy LeadersThe Power of Women's Financial ConversationsA Certified Financial Planner Professional (CFP®) as well as a Certified Public Accountant (CPA), Lisa Crosta is the Director of Wealth Management of BPP Wealth Solutions, where she helps her clients better understand their financial picture so they can achieve their dreams. Having gone through divorce and raising three kids on her own, Lisa aims to help other women who find themselves in tough situations. Lisa’s energy, unbridled determination & communication gives her clients the confidence they need to succeed, and empowers them to make great financial decisions. She enjoys guiding her clients through the confusion of com...2024-01-1726 min
Legacy LeadersCars for Ukraine - Holiday EpisodeListen to this inspiring Legacy Leaders episode about Cars for Ukraine.Here is what to expect on this week’s show:● Stan discusses the Cars for Ukraine volunteerinitiative and why it’s important to him.● Stan tells Katie Beth about his trip to Ukraineand his interaction with the soldiers and civilians.● Stan and Katie Beth agree we can’t win a wayalone, but we can all help and do our part. Website: https://carconvoy.org W...2023-12-2518 min
Legacy LeadersAdam Hurd and Tom Marino: Unleashing Your Full Potential by Overcoming Limiting BeliefsAdam Hurd brings over two decades of experience in financial services, having owned a financial planning firm and worked in banking for a decade. With a focus on helping business owners understand how to run their businesses and become effective leaders, Adam's unique background in financial planning and business advice adds valuable insights to the discussion on overcoming limiting beliefs and making empowered decisions as a business owner. Tom Marino has an extensive 22-year career in medicine and healthcare administration. His experience in developing people and his transition from healthcare to coaching and business...2023-12-1333 min
Legacy LeadersJon Morris: Unlocking The Secrets To Consistent Revenue GrowthJon Morris is a serial entrepreneur and the founder and CEO of Ramsay Innovations. With an impressive track record, he grew his previous company, Rise Interactive, from a one-person shop to one of the largest independent marketing agencies in the world, achieving consistent year-over-year revenue growth. After selling Rise, he found his passion in helping fellow entrepreneurs grow their businesses, which led him to establish Ramsay Innovations. He developed a proprietary, tech-enabled approach for surfacing hidden financial insights that drive critical business decisions. Ramsay Innovations’ mission is to transform marketing agencies by providing them with world-class, agency-specific finance management an...2023-12-0630 min
Legacy LeadersBill Cates: Client Multiplication and Creating Compelling MessagingBill Cates, CSP, CPAE, is the President of Referral Coach International and the author of Get More Referrals Now, Beyond Referrals, and Radical Relevance. He is the founder of The Cates Academy for Relationship Marketing™, as well as the host of the Top Advisor Podcast. He has helped financial professionals move from incremental growth to exponential growth by communicating more compelling value and multiplying their best clients. Thousands of financial advisors are using Bill’s Relationship Marketing System™ to enhance client engagement, create more effective personal introductions, and communicate more relevant and compelling value. Bill’s programs are high energy a...2023-11-2223 min
Legacy LeadersEric Holtzclaw: Uncovering Your Business's True IdentityEric Holtzclaw is the Chief Strategist and dojo Master at Liger where he is the resident expert in guiding businesses to find their identities and core values, craft their visions, and establish their brands. He is a serial entrepreneur and host of The Claw podcast where he interviews business owners and entrepreneurs. Eric has contributed to magazines and online publications, and wrote the book, “Laddering: Unlocking the Potential of Consumer Behavior.”Listen to this informative Legacy Leaders episode with Eric Holtzclaw about Branding Strategies and common Branding Mistakes, Elements of Branding, The Process of Branding and strategy, Cont...2023-11-1531 min
Legacy LeadersSandy Pollack: Unleashing Authenticity - How Financial Advisors Can Build Stronger Client RelationshipsSandy Pollack, CFP, CLU, TEP, FEA, MFA-P is the founder of Trimaran Advisory Group Ltd., a financial advisory firm that goes beyond traditional business and estate planning. Sandy and her team recognize the unique family dynamics, as well as personal and economic complexities, that entrepreneurs and self-employed professionals face. She has built an advisory firm based on the understanding that each family business has its own unique set of values and issues. Her priority is to take the time to appreciate the qualitative aspects of your family and business before taking quantitative factors into consideration. This commitment to understanding “wha...2023-11-1338 min
Legacy LeadersCharlie Bresler: Making a Difference and Finding HappinessCharlie Bresler is not your typical philanthropist. With a background that includes being the former president of Men's Warehouse, his journey to making a positive impact has been anything but ordinary. Armed with a PhD in social and clinical psychology and a passion for social justice, he co-founded The Life You Can Save, a nonprofit organization dedicated to helping those living in extreme poverty. Through The Life You Can Save, Charlie and his team curate compelling content and identify highly effective nonprofits operating in South Asia and sub-Saharan Africa. Charlie's unique blend of business expertise, academic knowledge, and genuine...2023-11-0843 min
Legacy LeadersJessica Embree: Mastering Customer Retention - Proven Strategies for Small Business OwnersJessica Embree is an international bestseller, a story brand guide, and a marketing specialist with a passion for helping businesses grow. With a background in door-to-door sales at the young age of ten, she developed a love for marketing and understanding what drives people to make purchasing decisions. As the Creative Director at Tulip Media Group, she specializes in both print and digital marketing strategies to help businesses build credibility, brand awareness, and customer retention. Her expertise lies in crafting impactful messaging that resonates with target audiences and implementing effective marketing campaigns that deliver results. With a strong focus...2023-11-0123 min
Legacy LeadersStan Miller and Katie Beth: Aligning With your Purpose and Creating Meaningful ConnectionsIn a world filled with noise and distractions, where purpose often feels elusive, there is a beacon of hope. A podcast that has uncovered the secret to living a fulfilling and purpose-driven life. But what makes this podcast truly remarkable is the unexpected twist it holds. As our hosts Stan Miller and Katie Beth Hand reflect on the wisdom gained from their guests, they stumble upon a revelation that will change everything. A revelation so profound, it leaves their hearts racing and their minds yearning for more. Find out what they discovered and embark on a journey of alignment...2023-10-2744 min
Legacy LeadersMaureen Falvey: Embracing Progress with Self-Compassion to Achieve Personal GrowthMaureen Falvey is a Leadership Coach and Consultant who works with high-potential individuals and teams who want to lead with greater purpose, influence and effectiveness. Her results-based approach to coaching ensures that she and her clients go beyond having ‘nice conversations’ to instead create real and lasting transformation around clearly established goals. She measures her own success by witnessing her clients become the very best version of themselves, at work and in life. Maureen had a dynamic and fulfilling 25-year career in advertising working at global shops such as McCann, Saatchi & Saatchi, Grey and, most recently, McGarry Bowen. She was...2023-10-2023 min
Legacy LeadersNancy McKenna: Avoiding the Debt Trap - How to Achieve Financial StabilityNancy McKenna is a Money Coach with a passion for transforming the lives of single midlife women by helping them attain true financial freedom and independence. She has over 35 years of experience in corporate accounting and has spent the last 17 years being a successful real estate investor. Nancy brings the wealth of knowledge and practical expertise to her clients. She recognizes the unique obstacles that midlife women often encounter when it comes to managing their finances. Through her coaching, she aims to shatter these barriers and guide her clients toward a brighter financial future.Listen to this...2023-10-1725 min
Legacy LeadersLuis Scott: The Secrets to Creating a Positive and Thriving EnvironmentLuis Scott - a highly respected attorney, sought-after speaker, author, and dynamic entrepreneur. Co-founder of 8 Figure Firm Consulting and Bader Scott Injury Lawyers, Luis’s entrepreneurial spirit has revolutionized the legal profession. His unique planning and implementation strategies have helped numerous leaders accelerate their businesses' growth, building in predictability, and ultimately, prosperity. Listen to this informative Legacy Leaders episode with Luis Scott about Strategies for Creating Predictability, Working from Home vs. Office, The Importance of Building a Positive Work Environment, Creating a Thriving Culture, and The Importance of Professional Development.Here is what to...2023-10-0923 min
Legacy LeadersTom Zeeb: Mastering the Art of NegotiationTom Zeeb is a real estate expert who took the plunge into the industry with a desire for autonomy and purpose. From being a disenchanted employee facing a mountain of debt to a successful entrepreneur, Tom's journey is an inspiration for anyone seeking financial freedom. The catalyst was a whitewater rafting incident, which led him to rethink his life choices, converging his newfound resilience with his passion for real estate. Tom's story is not without its mishaps; however, he openly admits to the learning curves he experienced whilst beginning, elucidating on his continual growth in proficiency. Now he edifies...2023-10-0425 min
Legacy LeadersDianna Kokoszka: How Positive Influences And Mentorship Can Propel Your SuccessDianna Kokoszka is an entrepreneur, keynote speaker, author and award-winning mentor. Dedicating 13 years as CEO of KW MAPS Coaching and Training at Keller Williams Realty International, she played a pivotal role in propelling the company to become the largest and most profitable coaching enterprise in the real estate industry. As innovator and creator of the KW BOLD Experience and Coaching Skills Camp, she helped lead the company to be recognized as the number one training company in the world. Her greatest passions revolve around developing leaders and encouraging individuals to recognize and harness their innate potential. 2023-09-2927 min
Legacy LeadersCory Gayman: Accounting Secrets Every Business Owner Should KnowCory Gayman, President of JCG CPA Firm, specializes in coaching entrepreneurs and business owners in scaling their businesses. JCG offers comprehensive financial services across the United States. Some of the services they offer include Tax Preparation and Planning, Accounting & Bookkeeping, Payroll Processing, Business Consulting and Auditing & Assurance. Cory stands out for his commitment to his community, a value he imparts in his professional practice making him even more relatable to his clients.Listen to this informative Legacy Leaders episode with Cory Gayman about Steps for Business Growth, Common Mistakes in Business Accounting, Unreported Income and its Consequences...2023-09-2523 min
Legacy LeadersRachel Renock: Simplifying Profitability for FreelancersMeet Rachel Renock, an unorthodox entrepreneur with a thriving passion for creative design, coupled with a knack for solid business acumen. Formerly an art director on big names like Hershey's and CoverGirl, Rachel's unique journey took her from crafting impressive advertising campaigns to co-founding Wethos. This venture emerges from her hands-on experience with the often-complex landscape of the independent business realm. Identifying the challenges faced by freelancers in the creative industry, Rachel fashioned a solution that simplifies the operational processes, making profitability more transparent and attainable.Listen to this informative Legacy Leaders episode with Rachel Renock about...2023-09-2019 min
Legacy LeadersAaron Letzeiser: Unmasking Hidden Costs - How Landlords Can Navigate Insurance ExpensesAaron Letzeiser is the Co-Founder & COO of Obie, a venture-backed insurance and risk management technology platform serving the 17 million real estate investors in the United States. Obie's digital quoting platform and instant rate options make it the easiest and most transparent way in the market today for investors to obtain coverage. Prior to founding Obie, Aaron started and grew several successful companies that he’s seen to an exit. In addition to his work at Obie, he is an active real estate investor and a Venture Partner at the San Francisco-based venture capital group Pioneer Fund. Aaron graduated from Mi...2023-09-1534 min
Legacy LeadersKitty Hart: Transforming Businesses Through Creative Experiential MarketingKitty Hart is a seasoned sales and marketing professional, currently serving as the Vice President of Client Brand Experience at Heroic Productions. With over 28 years of experience, she excels in creating exceptional in-person, virtual, and hybrid events for large corporations. She specializes in helping brands discover their authentic stories and translating them into impactful strategies, naming, packaging, and storytelling. Her expertise extends to experience design, partnership marketing, and solving complex business challenges with Design-thinking. Kitty is a respected speaker, writer, and mentor in the marketing and events industries, making her a valuable asset to the Heroic team. She is...2023-09-1123 min
Legacy LeadersCarla Fowler: High-Performance Strategies for Achieving GoalsCarla Fowler, MD PhD, founded THAXA in 2013 to merge strategy, productivity, and psychology in the realm of performance science. Her coaching, rooted in performance science, has aided numerous executives from various sectors, fostering strategic thinking, execution, and mindset. With a decade of experience, she distills performance principles into actionable methods, enhancing leaders' daily performance. She's a magna cum laude graduate from Brown University, she holds MD and PhD degrees from the University of Washington and conducted her surgical internship at Stanford University. She also enjoys sharing her performance insights through engaging conversations and presentations.Listen to this...2023-09-0828 min
Legacy LeadersMary Ann Pruitt: Elevating Your Marketing StrategyMary Ann Pruitt is the CEO and President at Mosaic Media, a team of media buying experts and creative strategists specializing in advertising space negotiation, purchasing, and monitoring. With a background as a senior sales executive in major media outlets, she founded Mosaic to provide specialized media strategy services to agencies and marketing departments nationwide. Her leadership has driven consistent year-over-year growth, earning her recognition such as the 2020 Cynopsis Media Top Women in Media award. Mary Ann's expertise spans traditional, digital, and diverse industries, making her a sought-after industry leader. She's committed to sharing her experience and actionable marketing...2023-09-0423 min
Legacy LeadersColt Pierotti: Exploring Inflation's Opportunities and ChallengesColt Pierotti is a Private Wealth Advisor at Ameriprise Financial serving small business owners, corporate executives, and affluent families. His background includes financial planning, wealth transfer strategies, and portfolio analysis and construction. Colt and his team of six specialized investment professionals have the expertise and resources to provide clients with the highest caliber of service and advice. Whether your goal is to establish a thriving business, safeguard your lifestyle during retirement, or create a lasting legacy, they are dedicated to embracing your vision and working diligently to ensure your success. He received his M.B.A. from the University...2023-08-2817 min
Legacy LeadersTom Schwab: Building Relationships that Drive Business Through PodcastingTom Schwab, an entrepreneurial force and author whose innovativeness has established him as a pioneer in podcast interview marketing. With roots rooted in the Midwest and an educational background forged in the U.S. Naval Academy, Tom's journey is as fascinating as it is inspiring. From running nuclear power plants to delivering masterful corporate solutions, his eclectic professional journey has been marked by relentless learning and exploration. These experiences, combined with his unique perspective that the ordinary can often make for the extraordinary, have shaped his approach to podcast interviews as powerful tools for connection, idea-sharing, and business growth.2023-08-2521 min
Legacy LeadersLee Phillips: The Key to Asset Protection and Tax Planning SuccessLee R. Phillips is a prominent figure in the fields of law, finance, and education. He is a United States Supreme Court Counselor and Federal Tax Court Attorney with a diverse background. Holding advanced degrees in geology and chemistry, he's also been licensed in real estate, mortgage brokering, securities, and life insurance. He is nationally recognized for his expertise in business structuring, asset protection, tax planning, financial planning, and estate planning. He is the founder of LegaLees LLC, a company specializing in asset protection and tax solutions for high-net-worth individuals. He's authored 19 books and serves on editorial boards of...2023-08-2124 min
Legacy LeadersJeffrey Katz: Strategies for Effective Tax and Estate Planning for Business OwnersJeffrey Katz, a tax and business attorney started his law practice in 2000 after working as a solo tax accountant and CPA. Now, he's recognized by SuperLawyers as amongst the Top 5 percent of tax and estate lawyers in Maryland and Washington, DC. Over the last 20 years, he’s prepared over 5,000 estate plans and has administered over $100 million in estates and trust assets. He also represents “C” level executives and their families in their personal and estate planning matters and takes a special interest in charitable planning and plans which allow grantors to impart their values to their beneficiaries. A frequent nation...2023-08-1626 min
Legacy LeadersJohn Creekmur: Building Your Path to Financial FreedomJohn Creekmur is a well-respected authority in the financial planning industry with a passion for aiding individuals in building and securing their wealth. Even during his teens, he wanted to be in the financial field and, as a result, he pursued his bachelor’s degree in accounting and finance from Cedarville University. In addition, he has completed a Master of Business Administration degree and holds the Certified Financial Planner™ (CFP®) designation. He started his career with a large brokerage firm and transitioned to the investment department at a local bank. In 1995, he started his own firm, which has grown to it...2023-08-0229 min
Legacy LeadersJim Rowe: How Strategic Writing and Critical Thinking Drive Business GrowthMeet Jim Rowe, an author, speaker, and marketing expert who has carved an impressive path in the world of strategic brand marketing over the years. With countless career milestones including launching an innovative ad agency and holding the title of outsourced Chief Marketing Officer for numerous clients, his journey is one of consistent adaptation and evolving expertise. His core belief in the power of critical thinking and accurate communication has led Jim to conceptualize the Adapter Method, aimed at nurturing these skills amongst professionals.Listen to this informative Legacy Leaders episode with Jim Rowe about The Skills G...2023-07-2623 min
Legacy LeadersWelcome to Legacy LeadersGet excited as Stan and Katie Beth take center stage for the much-awaited relaunch of the Your Life Your Legacy podcast, which has now been renamed as the Legacy Leaders Podcast!The new focus is on building better connections with professionals such as estate planning attorneys, financial advisors, realtors, and CPAs, as they share tips on enhancing client relationships and building a practice based on values.Apart from the Legacy Leaders Podcast, there's a new edition of the Your Life Your Legacy podcast that will showcase interviews with remarkable people who are bringing positive change...2023-04-1909 min
Legacy LeadersLegacy Leaders: Becoming an Expert in the Field with Your Book featuring Rob KosbergRob Kosberg is an entrepreneur, business consultant, and publisher with over two decades of experience in the business. High-profile clients under his belt include world champion boxer Evander Holyfield and Shark Tank's Kevin Harrington. As the Founder of Best Seller Publishing, he has helped over 200 authors hit the best-seller list in 23 different industries. Rob is a sought-after speaker and business strategist thanks to his expertise in book promotion, marketing, and lead generation. His ability to help his clients become the go-to experts in their respective fields has earned him a reputation as one of the most respected authorities in...2023-03-0821 min
Legacy LeadersLegacy Leaders: Preserving Family Histories with an Ethical Will featuring Nancy SharpNancy Sharp is an influential writer, storyteller, and motivational speaker who has inspired many people through her experiences and teachings. Her widely published memoir, Both Sides Now: A True Story of Love, Loss, and Bold Living, is an inspiring and captivating tale of her journey through the tragic loss of her husband to a brain tumor and how she emerged from that difficult time with a renewed sense of purpose and an unwavering commitment to living boldly. In addition, Nancy's children's book, Because the Sky is Everywhere, was inspired by actual conversations and dreams of her three-year-old twins who...2023-03-0125 min
Legacy LeadersLegacy Stories: Bringing Family Harmony to Estate Planning with Patricia De FontePatricia de Fonte is a well-respected estate planning attorney and the founder of De Fonte Law PC. She is dedicated to offering a unique approach to estate planning that goes beyond traditional methods and focuses on family harmony, personal values, and empowering heirs. With her expertise in the field, she has received recognition for her commitment to clients and ethics, being named to the 2021 San Francisco Super Lawyers list and winning the 2021 BBB Torch Award for Ethics in the San Francisco Bay Area. With a strong background in estate planning, probate, and trust administration from Golden Gate University, Patricia...2023-02-2228 min
Legacy LeadersLegacy Stories: The Relationship Between Money and Happiness with John JenningsJohn M. Jennings is a prominent figure in the realm of wealth management as the President and Chief Strategist of St. Louis Trust & Family Office, a national wealth management firm with clients in 30 states. With over $10 billion in investment assets and $12 billion in total wealth under his leadership and guidance, John heads a team of financial experts who provide a high level of personalized service and a full range of family office services. His extensive background in investments, tax, estate planning, and trusts, combined with his educational experience in finance and law, positions him as a trusted advisor to...2023-02-1531 min
Legacy LeadersLegacy Stories: Estate Planning With Special Needs in Mind with Hillary VaillancourtHillary Vaillancourt is a leading advocate for families with special needs and a founding partner of The Vaillancourt Law Firm. With a personal connection to this work as the sister of a brother with special needs, she has made it her life's mission to empower and protect families like hers. Her tireless efforts have led to the drafting and adoption of the Deaf Child's Bill of Rights in Pennsylvania. At her firm, she specializes in estate planning for families with minor children, estate planning for families with loved ones with special needs, and farm succession planning. This provides families...2023-02-0821 min
Legacy LeadersLegacy Stories: The Importance of Connecting With Your Clients with Christopher CalandraChristopher is a certified financial planner with over thirty years of experience helping small business owners, retirees, and families in achieving their financial goals and objectives. As the founder and principal of Elliott Wealth Management Services, LLC, with offices in Madison, Connecticut and Summerfield, Florida, he is committed to devoting as much time and effort as possible to clients to explain financial concepts, strategies, and investment alternatives in a way that is easily understood. Christopher is also the host of the Simply Financial Podcast.Listen to this informative Your Life. Your Legacy. episode with Christopher Calandra as w...2023-02-0124 min
Legacy LeadersLegacy Stories: Relationships Matter in Estate Planning with Natalie FelsenfeldNatalie Felsenfeld has been practicing estate planning, estate administration, real estate, and business law since she graduated in 2016 from Pace University Law School. She originally started out as a tax associate, and then started doing more of the planning side and has been in private practice with multiple firms until 2020 when she started her own solo practice in upstate New York.Her practice now includes working with families, couples, students, and retirees on estate planning matters, focusing on estates under the federal estate tax limit. She has also developed a wide range of experience in business law...2023-01-2518 min
Legacy LeadersLegacy Stories: Building Wealth With Life Insurance with Donald CunninghamWith over six years of experience, Donald Cunningham, a financial service consultant and wealth coach has specialized in helping families and business owners by protecting their income, planning a tax-free retirement, and creating generational wealth protection. He was born and raised in St. Louis, Missouri, and just recently relocated to El Paso, Texas with his wife and kids.Listen to this informative Your Life. Your Legacy. episode with Donald Cunningham as he shares his expertise in life insurance and financial planning, and how these areas can help you to protect the things that are most valuable to...2023-01-1818 min
Legacy LeadersLegacy Leaders: Notary Services Go Digital with Amy SeitzDuring her 20 years as a notary and Signing Agent, Amy Seitz has become adept at recognizing trends and knowing what works and what doesn’t for her business. When she became a remote notary, she knew this was a game-changer for notaries across the nation. After a successful first few months, she became frustrated with the ongoing cost of the technology required for remote online notarization (RON), so she decided she wanted to start her own remote notarization platform to provide affordable service for notaries, and so the idea for CyberizeIt was born. Today, CyberizeIt provides remote notarization in 33 St...2023-01-1122 min
Legacy LeadersLegacy Leaders: The Importance of Total Practice Development with David WrightDavid Wright, Executive Director of Practice Development at M&O Marketing, recruits financial professionals and helps them reach new levels of success with their practice. David prioritizes the needs of everyone he works with and works diligently to ensure that they feel supported in the growth of their business. Using creative marketing, branding, and consultation, he has already proven to be a valuable asset since he joined the team in 2016 achieving exponential growth for the reps he works with. Listen to this informative Your Life. Your Legacy. episode with David Wright as we take a l...2023-01-0425 min
Legacy LeadersLegacy Leaders: Attracting the Right Clients at a Minority-Woman Owned Firm with Zakiya Norton, Somita Basu, and Annie TylerA big-picture thinker who practices with precision, sharp insight and a touch of humor, Zakiya J. Norton delivers innovative, top-notch advice in terms everyone can understand. She serves as the Vice Chair for the Board of Directors of the non-profit, Cancer CAREpoint, which provides valuable services free of cost to all cancer patients and their families. Zakiya has also served as special liaison to the California Lawyer's Association Diversity, Equity, and Inclusion Advisory Committee. Annie Tyler, Director of Marketing and Business Development, is a noteworthy Bay Area relationship manager with unparalleled expertise in business development and innovative m...2022-12-2824 min
Legacy LeadersLegacy Stories: Independent Trustees Managing the Managers with Kiah JordanKiah Jordan launched Impact Family Office to focus on the alignment of capital resources with an impact strategy. He implements long-term perspectives on the impact of, not only his clients’ balance sheet, but also their succession plans, wealth transfer plans, and philanthropic engagement. An advocate for socially conscious ventures and entrepreneurship, Kiah has volunteered much of his time to help start-ups and organizations benefiting the California Central Coast community. He is a founding board member of the Sustainable Change Alliance and serves as the Chairperson for the Santa Barbara County Food Action Network, a non-profit focused on food access an...2022-12-2127 min
Legacy LeadersLegacy Leaders: Client Multiplication and Creating Compelling Messaging with Bill CatesBill Cates is a high-energy speaker who motivates by sharing proven ideas and strategies that work. Bill has helped over 20,000 small business owners and salespeople build thriving referral-based businesses and has helped large companies increase sales and cut hundreds of thousands of dollars in marketing expenses at the same time. Bill is the author of three popular books on referrals: Get More Referrals Now!, Don’t Keep Me a Secret!, and Beyond Referrals: How to Use the Perpetual Revenue System to Turn Referrals into High-Value Clients. Bill is the president of Referral Coach International and the founder of...2022-12-1423 min
Legacy LeadersLegacy Leaders: Relationship Marketing and Maximizing Referrals with Luke AcreeLuke Acree, President of ReminderMedia and co-host of the popular Stay Paid Podcast, is a marketing evangelist and an expert team builder. Luke has worked with tens of thousands of independent business professionals over the years, helping them understand how to connect with their client database in ways that generate leads, secure repeat clients, and drive more referrals. Listen to this informative Your Life. Your Legacy. episode with Luke Acree as Luke takes us through the process of how ReminderMedia can help financial advisors, lawyers, real estate agents, insurance agents, and more to build comfort a...2022-12-0729 min
Legacy LeadersLegacy Leaders: Marketing Your Firm Through Social Media with Allison PoirierAllison has been with the KKC law firm for more than eight years and is an associate in the Vernon office, where she practices in the Probate, Estate Planning, and Real Estate departments. Allison grew up with an attorney father, who inspired her to follow in his footsteps of helping others. The most rewarding part of her job is assisting clients to ensure that their property and healthcare wishes are honored and that their loved ones are provided for. Allison is a member of the Tolland County Bar Association, the Connecticut Bar Association, and the Estate and Business Planning...2022-11-3018 min
Legacy LeadersLegacy Leaders: Growing Your Financial Advisory Business with Brad SwineheartHost and creator of leading financial advisor podcast, Be Advised, National Speaker and a NASDAQ contributor, Brad enjoys amplifying industry innovations and expertise. Over the past 5 years, Brad has significantly contributed to the success of White Glove -joining White Glove in its infancy which allowed the company to service more than 10,000 financial professionals and educate more than 800,000 potential clients. Listen to this informative Your Life. Your Legacy. episode with Brad Swineheart as we talk about White Glove, a service for helping introduce financial advisors, estate planners, and lawyers to potential prospects, how they have managed t...2022-11-2320 min
Legacy LeadersLegacy Leaders: Marketing for Financial Advisors- How Can You Stand Out with Dr. Maribeth KuzmeskiDr. Maribeth Kuzmeski is the President of Red Zone Marketing, an award-winning marketing consulting firm with clients throughout the financial services industry. Red Zone Marketing's primary focus is designing innovative marketing and business growth initiatives. Maribeth has written 9 books on marketing, is a professor at Oklahoma State University teaching marketing and Personal Branding: Name Image & Likeness for student-athletes, and started the Brand Squad to assist student-athletes. She has a bachelor’s degree from the Newhouse School of Public Communications at Syracuse University, an MBA from George Washington University, and a Ph.D. in Business Administration from Oklahoma State University....2022-11-1624 min
Legacy LeadersLegacy Leaders: Conventional Wisdom For Guaranteed Life Income is Wrong with Tom HegnaTom Hegna CLU, ChFC, CASL, is an author, speaker, and economist. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the “optimal” way. He has condensed a large chunk of his considerable knowledge into five of his books: (1) Paychecks and Playchecks: Retirement Solutions for Life, which is in the top 1% of any book ever sold(2) Retirement Incom...2022-11-0920 min
Legacy LeadersLegacy Leaders: Estate Planning for Business Owners Doesn't Need to be Intimidating with Andrew AyersBefore starting his own law firm, Andrew Ayers worked for law firms in New York City, representing people and businesses in lawsuits in court. Other clients needed help with legal issues for themselves or their businesses that didn’t involve a lawsuit. Some of his favorite clients were young families and small business owners and working with them inspired him to start his own law firm in 2011. One of Andrew’s biggest goals is to demystify the idea of trust funds and estate plans, so that more people may leave a lasting legacy for their families. Lis...2022-11-0218 min
Legacy LeadersLegacy Leaders: Estate Planning to Reflect Your Goals and Ambitions with Allison KiermanAfter practicing law in the Valley for more than a decade, Allison L. Kierman founded Kierman Law, to offer personalized service to her clients. Allison concentrates her practice on guiding families through the wills, trusts, and estate process and probate litigation. Allison understands that making plans to ensure your family’s future and financial security is complicated and may involve sensitive issues. As a mother of two, she has the knowledge and understanding of how difficult it is to think of leaving your children with a guardian and will help you carve the best plan for...2022-10-2617 min
Legacy LeadersYour Life. Your Legacy.Your legacy is more than money, property, and what you can leave for your kids. You want to leave a positive mark on the world. You want to inspire future generations. If this sounds like you but you don't know the best way to do that, the Your Life. Your Legacy. podcast is for you.Stan Miller is the managing partner at Pinnacle Legacy Law, has established over 5,000 living trusts, and helps protect more than $4.5 billion in assets. His book "Your American Legacy: Powerful Strategies that Instill Lasting Values for Generations" was written from hi...2022-10-1803 min