Shows
FOXcastUncovering Underutilized Resources and Capital within the Family with Kevin QuinnToday, I have the pleasure of speaking with Kevin Quinn, founder and president of Legacy Counsellors, an estate and business planning law firm serving successful individuals and families throughout New England. Kevin is a former Fellow of the Esperti-Peterson Institute and a member of the WealthCounsel, LLC, and a former member of the National Council on Planned Giving and the Connecticut Planned Giving Group. He is a co-founder of the Wealth Legacy Development Project, an organization dedicated to helping non-profit organizations develop planned giving programs. Kevin is the founder and an instructor of the Wealth Strategies Institute...2025-03-0625 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
Repair The Roof - Estate & Retirement Planning PodcastHow to Leave More Than Money: Legacy Planning with Stan Miller | Repair The Roof Podcast"I think that the act of thinking about how to make the world a better place is transformative in the lives of humans."Join our host Attorney Ted Gudorf as he unlocks the secrets to impactful legacy planning with Stan Miller, a celebrated estate planning attorney and author.Stan takes us through his remarkable journey from the inception of his career to the successful expansion of his firm, Pinnacle Legacy Law, to his plans for the future of his educational platform, WealthCounsel.Ted and Stan dive into...2025-01-1737 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
Talk Law Radio PodcastEstate Tax: A Potential Ugly SunsetAttorney Todd Marquardt talks about estate tax law on this edition of Talk Law Radio The hidden legal issue blind spot this week is the death tax, which is called the estate tax. This is a tax on the transfer of assets upon death. Most estates do not pay an estate tax because most estates are valued at less than the basic exclusion amount. This is known as the estate tax exemption. You may not know, however, that the large exemption amount is scheduled by law to be reduced at the end of 2025. The presidential candidates also...2024-09-2851 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 LeadersEmpathetic Financial Planning with Tailored StrategiesDaniel Goodman- Daniel graduated from San Jose State University with Honors with degrees in Economics, Business Finance and Humanities. He also holds an MBA from Santa Clara University with a concentration in Behavioral Finance and Quantitative Decision Methods.Daniel is both a Certified Financial Planner and Chartered Life Underwriter. He is the Director of Financial Planning and Wealth Advisor at Sierra Pacific Financial Advisors, LLC. He has over 20 years of experience in the financial planning industry and enjoys using his extensive financial planning and investment knowledge to champion financial literacy...2024-05-1328 minLegacy LeadersUnlocking the Secrets of Effective Estate Planning StrategiesAnnrose Isaac is a Shareholder and Senior Advisor at Wade Financial Advisory, Inc. with over 20 years of experience in the financial services industry. She has been with Wade Financial Advisory since 2017 and is a member of the leadership team at WFA. Annrose specializes in strategic tax planning, investment management and holistic financial planning for high net worth individuals and families particularly those with complex equity compensation planning issues. Annrose is a Certified Public Accountant as well as a Certified Financial Planner™ professional. Listen to this informative Legacy Leaders episode with Annrose Isaac about multi-generational pl...2024-05-0626 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 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
Better Business, Better LifeSolutions for a Smooth Estate Planning ProcessHameed Dakroub is the founding member of Dakroub Group. His passion is to help others in any way that he can. He specializes in mainly estate planning and probate, he has knowledge and extensive experience in corporate law, bankruptcy, health care law, and more. He is constantly striving to make sure that his clients receive the absolute best legal services and prides himself on maintaining the highest standards of quality, integrity, and trustworthiness. He has received a Certificate of Completion in the areas of probate and estate planning issued by the Institute of Continuing Legal Education (ICLE) and the...2023-10-2635 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 minTalk Law Radio PodcastAdvanced Legal Planning for Business Owners, Entrepreneurs, & ExecutivesAttorney and host Todd Marquardt talks about estate planning and business law on this edition of Talk Law Radio! Not all Business Owners, Entrepreneurs, and Executives are billionaires like Bill Gates, Elon Musk and Jeff Bezos, but it is common to reach one or two or three million or so. This is when business legal planning and wills, trusts, and tax planning combine. You remember me talking about the Marquardt Law Firm vin diagram where the business law circle overlaps the estate planning circle. Yesterday, I was in round rock at a WealthCounsel seminar. WealthCounsel is a...2023-10-0751 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 LeadersHameed Dakroub: Expert Solutions for a Smooth Estate Planning ProcessHameed Dakroub is the founding member of Dakroub Group. His passion is to help others in any way that he can. He specializes in mainly estate planning and probate, he has knowledge and extensive experience in corporate law, bankruptcy, health care law, and more. He is constantly striving to make sure that his clients receive the absolute best legal services and prides himself on maintaining the highest standards of quality, integrity, and trustworthiness. He has received a Certificate of Completion in the areas of probate and estate planning issued by the Institute of Continuing Legal Education (ICLE) and the...2023-09-2632 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
Un-Billable Hour: Business Management Strategies for the Busy Lawyer Around the Community TableCommunity Table: Making Changes And Getting PaidIn this episode’s discussions around the Community Table: Our first question turned into a collaborative discussion around the Community Table with input from several other lawyers. How does a longtime attorney with her own firm finally shake things up, turn operations over to someone else, and focus on strategy and the practice of law? It’s hard to let go of control, even with a consultant pitching in.How do you market when money is tight, cash flow is low, and you need more dollars in the door? Start by knowing your practice. What’s the u...2023-08-0828 min
Legal Talk Network - Law News and Legal TopicsCommunity Table: Making Changes And Getting PaidIn this episode’s discussions around the Community Table: Our first question turned into a collaborative discussion around the Community Table with input from several other lawyers. How does a longtime attorney with her own firm finally shake things up, turn operations over to someone else, and focus on strategy and the practice of law? It’s hard to let go of control, even with a consultant pitching in.How do you market when money is tight, cash flow is low, and you need more dollars in the door? Start by knowing your practice. What’s the u...2023-08-0828 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
Retire As You DesireWhy Is It Important To Find Collaborators with Dave Zumpano Part 2In this episode, Bill chats with the Author, Lawyer, Founder of Estate Planning Law Center and Lawyers With Purpose, and Co-Founder of Guidr, Dave Zumpano, CPA, Esq. They talk about Dave’s business ventures, his book, and estate planning in the 21st century. They also talk about the importance of networking for finding your collaborators. David J. Zumpano began his professional career with Price Waterhouse as a staff accountant. He later graduated from Syracuse College of Law and started his legal career with a regional law firm. After two short years, he started the Law Offices of Da...2023-02-1616 min
Retire As You DesireWhy Is It Important To Find Collaborators with Dave Zumpano Part 1In this episode, Bill chats with the Author, Lawyer, Founder of Estate Planning Law Center and Lawyers With Purpose, and Co-Founder of Guidr, Dave Zumpano, CPA, Esq. They talk about Dave’s business ventures, his book, and estate planning in the 21st century. They also talk about the importance of networking for finding your collaborators. David J. Zumpano began his professional career with Price Waterhouse as a staff accountant. He later graduated from Syracuse College of Law and started his legal career with a regional law firm. After two short years, he started the Law Offices of Da...2023-02-1321 min
Registered Investment Advisor PodcastYour American LegacyStan Miller is the CEO of Pinnacle Legacy Law. Stan is passionate about the power of estate planning, and the positive difference it makes in the lives of Arkansas families. His trademark skill is the ability to listen, first. He then walks his clients through the development of a custom solution for their specific estate planning needs. His second trademark skill is the ability to explain your solution in simple understandable terms, you will know exactly what your plan does.Stan was an early pioneer in Living Trust planning in Arkansas- and at a time when most...2023-02-0121 min
SharkPreneurYour American LegacyYour American LegacyStan Miller, Pinnacle Legacy Law – The Sharkpreneur podcast with Seth Greene Episode 872 Stan MillerStan Miller is the CEO of Pinnacle Legacy Law. Stan is passionate about the power of estate planning, and the positive difference it makes in the lives of Arkansas families. His trademark skill is the ability to listen, first. He then walks his clients through the development of a custom solution for their specific estate planning needs. His second trademark skill is the ability to explain your solution in simple understandable terms, you will kno...2023-01-1825 min
Grow Your Business and Grow Your WealthKristel Patton, Estate Planning Attorney & Counselor at Law – Empowered Legacy PlanningKristel grew up in the small town of Seneca, Missouri. She earned her undergraduate degree from the University of Kansas, and her law degree from the University of Arkansas – Fayetteville. Kristel was a member of the National Network of Estate Planning Attorneys from 2008-2012, where she received extensive training and support in the area of estate planning. She joined WealthCounsel in 2012, an organization supporting estate planning, elder law, and business attorneys across the country.Kristel and her husband, Carlos, have two children – a daughter and a son. They also share their home with a gray...2022-07-2737 minLegal Talk Network - Law News and Legal TopicsMarketing Attribution: Follow the Data or Trust Your Gut?Marketing’s not free. Is yours working? Conrad and Gyi dig into marketing attribution and how to ensure you’re spending wisely. Rand Fishkin’s new article claims “attribution is a boondoggle” and you should trust your gut, not a fancy attribution system (especially if you’re a smaller office). So, what’s going on? Can software track your marketing end-to-end process, from Google Ads to paying client?So, how do you avoid throwing your marketing money into a black hole? Learn the 6-ish best tips for measuring marketing effectiveness. Tracking client journeys, client acquisition costs, and your marketing p...2022-04-1340 min
Lunch Hour Legal MarketingMarketing Attribution: Follow the Data or Trust Your Gut?Marketing’s not free. Is yours working? Conrad and Gyi dig into marketing attribution and how to ensure you’re spending wisely. Rand Fishkin’s new article claims “attribution is a boondoggle” and you should trust your gut, not a fancy attribution system (especially if you’re a smaller office). So, what’s going on? Can software track your marketing end-to-end process, from Google Ads to paying client?So, how do you avoid throwing your marketing money into a black hole? Learn the 6-ish best tips for measuring marketing effectiveness. Tracking client journeys, client acquisition costs, and your marketing p...2022-04-1340 min
Break Free™The Secrets of A Successful EntrepreneurListen to this exciting episode with David Zumpano, Founder of Lawyers With Purpose, Co-founder of Guidr. Get ready to take down notes and learn the secrets of becoming a successful entrepreneur. Learn more about David Zumpano: “David J. Zumpano was born and raised in Central New York. He began his professional career with Price Waterhouse as a staff accountant. He later graduated from Syracuse University College of Law and started his legal career with a regional law firm. After two short years, he started the Law Offices of D...2022-04-0648 min
Adventures In Legal TechDocument Management SoftwareFor lawyers and law firms, documentation is held in high regard. Managing documents and maintaining templates, making them accessible to both staff and clients are on the top priority of those in the legal profession. Jared welcomes Cain Elliott, Jenni Davenport, and Chris Cangero to talk about documentation. They talked about some tips and best practices as well as trends in document management for firms, as well as software features available. Highlights Introducing the phenomenal guests. - 1:18 It’s essential for modern law firms to manage documents using robust systems that are accessible to...2021-09-2334 min
Wealth and LawWealth Planning & Cryptoassets
Cryptoassets are all the rage in 2021. From Bitcoin to NFTs (non-fungible tokens), many individuals and families now own cryptoassets–and depending on when they acquired the asset, the value could be massive. With cryptoassets still a new topic, there are many questions about how wealth and estate planners can help plan for clients owning these assets.
This week on the Wealth & Law Podcast, Brent and Rachel sit down with Matt McClintock, a well-known cryptoasset attorney, to discuss all things crypto. We get into how to plan for clients who own Bitcoin, NFTs, and more.
Matthew T...2021-09-0147 min
The Generational Entrepreneur PodcastLizette B. Sundvick, Esq. - Secure Your Family's EstateLizette Sundvick’s practice focuses on empowering families enhance their lives today and secure their futures for tomorrow. She excels in guiding her clients through the often confusing maze of tax, financial, and legal decisions to create plans that ensure the well-being of their families and the accomplishment of cherished family goals. Her considerable legal expertise includes values-based estate planning, wealth preservation, and asset protection. She serves those concerned about their families, professionals, business owners, real estate investors and retirees, as well as planning strategies for unmarried couples and divorced individuals. Lizette’s training after law school has...2021-04-1533 min
Best Seller SecretsWriting for Your Legacy with Stan MillerWriting for your Legacy– Publish. Promote. Profit. with Rob Kosberg Episode 016 Stan MillerStan Miller is a principal in Stan Miller Law Group—a law firm with offices in Little Rock, Arkansas. Stan is passionate about the power of estate planning, and the positive difference it makes in the lives of Arkansas families. His trademark skill is the ability to listen, first. He then walks his clients through the development of a custom solution for their specific estate planning needs. His second trademark skill is the ability to explain your solution in simple understandable terms, you will know exactly what your plan...2021-04-0127 min
The Abundant Beans PodcastBlockchain, Cryptocurrency and The Evolution of Business | Matthew T. McClintockBreaking down disruptive industries.
From VP of Education at WealthCounsel to small business owner Matthew T. McClintock is at the forefront of estate planning and emerging tech law. His focus on complex planning issues and disruptive industries put him on the cutting edge of estate lawyers. In this episode, he helps us understand the legalities of cryptocurrencies, applications of blockchain technology and provides us with some tips on what makes an effective estate plan.
You can find Matthew and Evergreen Legacy Planning here:
Evergreen Legacy Planning, LLP (https://www.evergreenlegacyplanning.com)
Projects to check out from this episode:
BeefChain (https...2018-12-1151 min
The Law EntrepreneurHow Technology Supports a 22-Year-Old Solo Practice - with Joe BreshearsJoe Breshears is a fellow estate planning attorney with over two decades of solo experience, and today we’re going to learn how he’s using many pieces of interconnecting technology to provide high-quality support for his clients and improve productivity for himself. We also discuss a tool that was new to me, Doodly, a software that allows anyone easily create a whiteboard-like presentation. You might have seen it in action in Facebook ads or on LinkedIn in the past and Joe is using it to connect with potential clients in a reall...2018-11-1952 min
Plan Your Estate Radio with Bob Bergman PodcastJune 15, 2018“Questions and Comments” and “Cautionary Tales.” Bob presents more questions and comments from attorney consumer websites, and several “Cautionary Tales” from the members of WealthCounsel. The all highlight several of the things that can go wrong a lack of estate planning, “DIY”(do it yourself) estate planning, and unintended consequences.”See omnystudio.com/listener for privacy information.2018-06-1638 min
Insight Briefs: An Attorney DiscussionHow to Market Your Firm Using Social MediaSocial media has been part of our daily lives for nearly a decade. At first, many lawyers were skeptical, believing that social media offered little value to their practices, but over the years, we can all admit that it has become a part of everyday culture. Many attorneys have delegated social media management to a “Digital Native,” trusting their brand image and voice to individuals who might be unqualified and hurt their public image.
In this legal podcast, Debbie Williams, the Chief Content Officer and Co-founder of a content marketing agency, and host Patrick Carlson, JD, LLM, discuss best practices and...2017-11-2912 minInsight Briefs: An Attorney DiscussionTips on Building Your Estate Planning PracticeWe all face the difficulty of filling in the gap between what attorneys learn in law school and what they need to know in the real world of running a law firm. Specifically, running a law firm like a business. New and transitioning attorneys want to learn the foundations of building a successful estate planning practice but just need the guidance and know-how to get there.
In this legal podcast, Henna Shah, JD, LLM, and host Patrick Carlson, JD, LLM, discuss best practices and common mistakes made when starting a law firm, easy legal marketing strategies you can implement now...2017-11-1520 minInsight Briefs: An Attorney DiscussionWhat Attorneys Must Do to Survive in a Digital AgeToday’s law firms are not immune to the constant changes in modern day technology. Clients have more options, more resources, more knowledge, and to be blunt-- they have the Internet. If they do not like the way they were greeted, the kind of services you offer, or the way your documents look, clients can (and most likely will) move onto the next attorney who meets their standards. To ensure your firm’s success, position yourself with proven legal marketing strategies, secure law office software, and sophisticated, client-friendly closing techniques to turn your consultation into a long-term client.
In this lega...2017-11-1420 minThe Law EntrepreneurScaling from a Single-Office Practice to a Six-Office Practice - with Jeff BannerJeff Banner started a single-office solo practice right out of law school and, since then, he has grown it into a thriving, six-office practice with four attorneys and 15 team members. He shares how building relationships and systematizing business processes helped him scale his practice so effectively, and the resources that have helped him along the way. Resources: Learn more at HeritageEdlerLaw.com Actionstep - Legal Practice Management Software ElderCounsel & WealthCounsel - Document Software Integrity Marketing Solutions Join Lawyer Club FREE, where la...2017-11-0641 minInsight Briefs: An Attorney DiscussionWhy Elder Law Is Your Next Big OpportunityDuring Estate Planning Awareness Week 2017, Insight Briefs takes a look at a niche market opportunity that every estate planning attorney should know about. Elder law presents an invaluable opportunity to meet the needs of aging clients and puts meaningful plans in place to serve this growing and underserved market. This practice area can be both personally rewarding in its ability to positively impact families and professionally rewarding in growing your client base.
Listen as Valerie Peterson, JD and Chief Executive Officer of ElderCounsel, and host Patrick Carlson, JD, LLM, discuss the unknowns of and misconceptions about elder law and how...2017-10-1812 minInsight Briefs: An Attorney DiscussionDiscussing the Unified Framework for Fixing Our Broken Tax CodeDiscussing the Unified Framework for Fixing Our Broken Tax Code by WealthCounsel2017-09-2912 minInsight Briefs: An Attorney DiscussionThe Equifax Breach: Getting serious about law firm cybersecurityGiven the recent Equifax security breach and devastating natural disasters, cybersecurity is a crucial concern for attorneys now more than ever. More than a technology issue or a misspelled word in a clause, it’s one of the biggest risks that law firms face in this digital age. Key areas of concern are loss of work materials, access to client documents, and confidentiality of client data.
Listen as Brett Pinegar, CEO of WealthCounsel, Stewart Shelline, Director of Enterprise Architecture, and Patrick Carlson, JD, LLM, discuss the critical importance of security in your law firm, ethical standards, online tools you can us...2017-09-2023 minInsight Briefs: An Attorney DiscussionYour Passport to International Planning & Practice GrowthYour Passport to International Planning & Practice Growth by WealthCounsel2017-09-0610 minInsight Briefs: An Attorney DiscussionRisks & Rewards of Automated Document CreationIn an ideal world, your practice would experience substantial growth without risking the firm’s quality, investment, or image. Fortunately, with internet platforms that can be a benefit to any business, the risks of practice growth can be greatly mitigated. Advanced platforms, such as automated document drafting software, are allowing attorneys to expand their practices while providing high-quality, innovative services.
That’s not to say that building your services on these platforms is without its own set of potential hazards. Listen as Sarah Ostahowski, JD, discusses the benefits of automated document drafting systems, how to mitigate risks, and some best prac...2017-08-2318 min
Smart Planning 101 with Nicole Wipp020 Irrevocable Pure Grantor Trusts With David Zumpano (Part 1)What is an irrevocable pure grantor trust, and why would someone want one? In this episode, David Zumpano, a nationally recognized expert on asset protection, estate planning & elder law, discusses with me this little-known (although widely used) trust – what it is, why we use it, and who it is for.
In Part 1, you will learn:
about the goal of helping a loved one to protect their autonomy
why people end up in nursing homes (how failing to plan makes this more likely)
why retirement isn’t necessarily what you think it is
why we want to engag...2014-06-1727 min
Smart Planning 101 with Nicole Wipp008 Veterans Improved Pension Benefits with Jim Swain (Part 1)MEMORIAL DAY – Let’s honor those that have given their lives in service to our country by learning more about how we can help our elderly Veterans, or their spouses, widows, and widowers, in need with a little known, but extremely valuable benefit: the Veteran’s Improved Pension (which is commonly known as “Aid and Attendance”).
What You Will Learn in This Episode:
Jim’s background, and why this area of law is very satisfying (how much we can help people!)
What the Veteran’s Improved Pension is (a benefit people call “Aid & Attendance”)
What the Veteran’s Administr...2014-05-2424 min