We're joined by Keith Conley, a financial advisor who embarked on a transformative journey from pastoral ministry to discovering his true passion in finance. Keith's story is both inspirational and faith-driven, always seeking his calling.

Our discussion delves into the paramount importance of financial planning and how Keith's firm, True Legacy Financial Planning, specializes in assisting high-net-worth business owners with generational wealth transfer planning. Keith emphasizes that wealth often dissipates from the first to the third generation, underscoring the need to preserve and share the story of wealth.

Keith provides valuable insights into collaborative advisory services, emphasizing the significance of holistic advisors working together for the benefit of clients. He shares strategies for successful estate planning, the impending changes in estate tax laws, and the increasing importance of long-term care planning.

In this episode, you'll gain a deeper understanding of financial planning, charitable giving, the ever-evolving landscape of wealth management, and the enduring legacy we can create through responsible financial stewardship. Join us for an enriching conversation that will leave you inspired and informed.

What you'll hear in this episode:

[1:50] From pastoral ministry to becoming a financial advisor.

[6:20] The importance of financial planning.

[11:40] The importance of telling the story of wealth.

[15:25] Learning social media and building team members.

[22:10] The different levels of charitable giving.

[31:40] The importance of insurance and investing.

[39:55] Time blocking and structured weeks.

[43:20] Where did you grow up?

[47:50] How to market your business?

Connect with Keith on LinkedIn: https://www.linkedin.com/in/keith-conley1980/

Find more information on his website: https://www.truelegacyfp.com/

Connect with Jackie on Instagram @jackiemCPA

Check out more of Jackie’s work at https://www.jackiemeyercpa.com/