Legacy in the Making Show

Enjoy a deep dive into the world of referrals, personal growth, and legacy building with Bill Cates, whose expertise and humorous approach make this episode both enlightening and entertaining.

EPISODE GUEST:
Bill Cates, a renowned expert in client acquisition through referrals and personal introductions, shares his insights on creating a lasting legacy by helping others. As president of Referral Coach International and a bestselling author, Bill has revolutionized the approach to building client relationships and growing business through referrals. In this engaging and informative interview, Bill delves into the art and science of gaining new clients, the significance of financial dignity, and the impact of his work on creating legacies.

EPISODE SPONSOR:
Sage Smart Advisor Publishing and Your Million Dollar Accelerator Author Program

Empowering Financial Professionals and CEOs to amplify their expert status. Are you ready to not just stand out, but to shine in a saturated market? Dive into our specialized program that's meticulously crafted to make you a published and best-selling author in 6-12 weeks.

IN THIS EPISODE YOU WILL LEARN:

• The importance of understanding and overcoming the fear and lack of confidence that hinder referrals and introductions.
• Insights into Bill Cates' journey as a leading figure in relationship marketing and client acquisition.
• The concept of financial dignity and how it shapes the way financial advisors and professionals assist their clients in legacy building.
• Strategies and practical advice from Bill's latest work, "The Language of Referrals," and how to apply these to your own business and legacy journey.
• The evolving landscape of referrals and personal introductions in the digital age, and how to navigate these changes effectively.
• Bill’s perspective on creating a ripple effect of positive change through business and financial services.
• Sneak peek into Bill's upcoming book focused on beliefs and emotions surrounding money.

Find out more about Tony Maree Torrey @ https://www.tonymaree.com/

Learn how to make a positive contribution to the world and and become a powerful heaven-maker

Want to know  how you can easily make a more positive impact than you thought possible on a personal level, professional level and for humanity?

This insightful episode will inspire you to find your “Heaven on Earth” in a true and meaningful way, and give you insights and direction into the blending of business and spirituality that can transform our world for the better.

Martin Rutte, president of Livelihood and a dynamic international speaker. He’s the only person in the world who’s been invited back to speak to Harvard Business School’s Leadership and Ethics Forum 4 times!!! He shares how he brings inspiration and hope in the way people look at their lives and their place in the world.  

IN THIS EPISODE YOU WILL LEARN:

• The 3 simple questions that has helped thousands of people begin to create their version of Heaven on Earth that you can use too
• How to manifest your desire into believing that anything is possible
• How to leverage the concept of co-creation to massively amplify your impact 

What does Heaven on Earth mean to you?

For more insightful interviews visit the links below
https://www.legacyinthemakingshow.com/martin-rutte
https://www.tonymaree.com/

019: The courage to have tough conversations and how to handle them - David Wood
Learn smart steps to increase your focus, bolster your courage and step into your power as a leader

Want to know more about how to handle tough conversations? Or how to have deeper interesting discussions with both strangers or friends?

This episode will inspire you to be more courageous in your life, your communications and your relationships.

David Wood, founder of Focus.ceo, who runs the world’s largest coaching business shares his innate wisdom on overcoming fear so that you can be an extraordinary entrepreneur, partner, parent and communicator.

In this episode you will learn:
- David’s app recommendation that provides deep questions that lead to fun and fascinating conversations
- A cheat sheet to increase your focus and double your revenue fast
- Real life examples of how to live a life without guilt and fear
- Specific steps on how to have courageous conversations

For more great interviews visit the links below:
https://www.legacyinthemakingshow.com/david-wood
https://www.tonymaree.com/

Secret tips to create a strong business presence online, bring high-level teams together, and develop efficient processes that free you up to be the leader you’re meant to be

Paul G. McManus, Founder and CEO of More Clients More Fun, a lead generation and content marketing agency, serving financial advisors, coaches and consultants since 2015. He's also the author of the Smart Million Dollar Producer: The secret playbook for financial professionals to land high-value clients using LinkedIn. 

Paul shares secret tips on how to land high-value business within a specified niche. He shares how to use LinkedIn to attract elite clients AND sage experience on how to stop doing low-value tasks yourself and find EXCELLENT resources to either automate or delegate to.

In this episode you will learn:
👉 How to increase your ability to take on more without becoming stressed out or overwhelmed in the process
👉 How to get to where you want to go faster
👉 How to hire the right people to build out teams and effective processes to scale your business
👉 Paul’s favorite book 📖 recommendation on hiring a top executive assistant and the best place to find them

For more great interviews visit the links below
https://legacyinthemakingshow.com/paul-g-mcmanus
https://www.tonymaree.com/

Secrets to finish what you start, cleanly end unnecessary commitments and know what to keep / what to quit so you can sleep peacefully AND accomplish your truly important goals 

Learn how Robin Quinn Keehn, Founder of Quitting Culture develops, finishes and takes intentional actions to reach personal and professional goals. 

Robin shares simple steps you can apply today to end unnecessary commitments, promises and agreements that lurk in the back of your mind and erode your performance. 

A former music 🎶 and dance studio owner, Robin began Quitting Culture to empower parents to help their kid’s stay on track and fast discovered that ADULTS struggle with unintentional quitting too. 

Too often we get swept up in our busy lives and drop the ball on what’s truly important but these unmet commitments don’t just go away. They act as tiny time bombs tick, tick, ticking away. 

In this informative and fun interview, Robin shares specific tips on how you can clean up any balls you’ve dropped and free up more energy to achieve your goals with greater impact, freedom and joy. 

IN THIS EPISODE YOU WILL LEARN:

•  How to quit on unnecessary commitments, promises and agreements without compromising your self-esteem or integrity
• A fast and simple 3 step process you can use to clean things up if you have dropped the ball on a commitment
• How to raise quit-proof kids
•  A new, shame free approach to accountability so you (and your kids) get the important things done

Robin is a powerful teacher 👩‍🏫 and business coach who will help you find more freedom and purposeful action.

For more great interviews visit the links below
https://legacyinthemakingshow.com/robin-quinn-keehn
https://www.tonymaree.com/

How to avoid the collision between leadership and employee priorities and create a powerful company culture 

Studies report that 85% of employees are disengaged in their work and despite many efforts on the part of business leaders that number hasn’t notably changed since 2012.

Learn how Margot Murphy co-founder of Vitalize Your Workforce, helps other founders / organizations avoid the collision between leadership and employee priorities. Discover the core problems that contribute to NEEDLESS PROFIT LOSS 

Margot has had long experience helping Fortune 500 companies turn things around and is willing to share her insider knowledge on how to inject new vitality into your organization.

In this exciting and lively interview, Margo shares insider information from executives at 70 top organizations and how she discovered the two core problems that lead to lowered productivity and high employee turnover.

Find out how you can have a vital organization and a stronger team regardless of the size of your business. 

After all HUMAN POTENTIAL is always valuable!
 

IN THIS EPISODE, YOU WILL LEARN:

• 60% of what creates stagnation is common to all organizations LARGE or small - Find out what those things are and how to address them
• Learn how to inject true vitality into your business culture without having to change the structure or function of the company
• The most effective way to tap into your employee’s true potential
• How to consistently address their “What’s in it for me?” to increased genuine satisfaction and productivity
• Get the inside scoop of how you can access Corporate Vitality Assessment Software which measures the delta between where you are and where you want to be and allows you to effectively track your progress

Margo is a passionate, friendly and an experienced expert who loves to discover the true human potential. 

For more great interviews visit the links below
https://legacyinthemakingshow.com/margot-murphy
https://www.tonymaree.com/

How to avoid the collision between leadership and employee priorities and create a powerful company culture
Studies report that 85% of employees are disengaged in their work and despite many efforts on the part of business leaders that number hasn’t notably changed since 2012.

Learn how Margot Murphy co-founder of Vitalize Your Workforce, helps other founders/organizations avoid the collision between leadership and employee priorities. Discover the core problems that contribute to NEEDLESS PROFIT LOSS 💲💲

Margot has had long experience helping Fortune 500 companies turn things around and is willing to share her insider knowledge on how to inject new vitality into your organization.

In this exciting and lively interview, Margo shares insider information from executives at 70 top organizations and how she discovered the two core problems that lead to lowered productivity and high employee turnover.
Find out how you can have a vital organization and a stronger team regardless of the size of your business. 

After all HUMAN POTENTIAL is always valuable! 

IN THIS EPISODE, YOU WILL LEARN:
60% of what creates stagnation is common to all organizations LARGE or small - Find out what those things are and how to address them
Learn how to inject true vitality into your business culture without having to change the structure or function of the company
The most effective way to tap into your employee’s true potential
How to consistently address their “What’s in it for me?” to increased genuine satisfaction and productivity
Get the inside scoop of how you can access Corporate Vitality Assessment Software which measures the delta between where you are and where you want to be and allows you to effectively track your progress
Margo is a passionate, friendly and an experienced expert who loves to discover the true human potential. 

For more great interviews visit the links below
https://legacyinthemakingshow.com/margot-murphy
https://www.tonymaree.com/

EPISODE:

From team of one to 10 fully booked practitioners in her therapy practice in a matter of months.  This is the power of clearly articulating business values, vision and mission to attract the perfect clients AND employees.

EPISODE GUEST:

Tony Maree's client Karla Amanda Brown a licensed psychotherapist at Stanford University and also the CEO of Soul Centric Counseling and Soul Centric Collective. 

Her counseling organization specializes in helping people get to the other side of personal traumas and betrayals.

Soul Centric Collective provides a searchable database of group therapy options for practitioners to announce their events and make them accessible to people who want to heal through professionally facilitated group work in a community of like-minded individuals.

Karla's journey from struggle to prosperity built on service to others is a testament to the strength and heart of this amazing woman.

 EPISODE SPONSOR:

The Innate Wisdom Business Council a professional mastermind that empowers purpose-driven, socially conscious leaders to amplify their instincts, transcend limitations, and leverage their position to increase profits while creating positive change in the world.

IN THIS EPISODE YOU WILL LEARN:

• How to leverage values, vision, and mission to attract your best employees and customers
• The power of sharing your lessons and transformations with others
• The specifics of exactly how to build a brand around what's most important to you
• 2 effective techniques Karla teaches her clients that will shift stress and lift your mood instantly

There’s a massive problem that your CPA (even if they’re an elite one) doesn’t want you to know about. 

Because of this shameful secret, every year you probably pay way more in business and personal taxes than you should ever have to.

This results in HUGE lost opportunity costs as dollars that YOU COULD KEEP and invest are SQUANDERED to overpay state and federal taxes. 

Even 82% of the most successful companies in the world don’t have a handle on this…

Through no fault of their own, even the most skilled tax advisors (corporate & independent) have been powerless to resolve the issue. 

Enter Alex Sonkin and the Due Diligence Project.

We discuss how Alex has completely solved this complex problem through innovation, diligence, and technology BUT don’t worry it’s not at all taxing, we also talk about other super fun stuff.  

• The one time Alex’s wife listened to him LOL. Now she’s super successful and impactful in her own right and practically a household name. Find out what she’s doing to run an awesome business and leave a lasting legacy
• How mimicking Netflix and Amazon; and applying their know-how to the Money Industry can save you grief and taxes
• What Alex specifically does as a leader to stay super energized, prosperous and purposeful
• How you can find the right CPA (or help your favorite one)  to ensure you’re not yet another casualty of this frustrating and expensive problem

LISTEN TO THIS EPISODE AND SHARE IT WITH YOUR CPA

Or

LISTEN TO THIS EPISODE AND LEARN HOW TO FIND A CPA THAT'S ALREADY IN THE KNOW

And

SHARE IT WITH YOUR FRIENDS & COLLEAGUES SO THEY DON'T HAVE TO LOSE ANOTHER PENNY TO UNNECESSARY TAXES!

Trust me, they’ll thank you.

EPISODE GUEST:

Learn how the co-founder of Square payment systems innovates, persists, and profits from solving the perfect problem.

Jim McKelvey is co-founder of Square payment systems along with Jack Dorsey (Twitter founder) He's a billionaire, an artist, a philanthropist, and a true renaissance man.

In this fun and lively interview, Jim shares his thoughts about entrepreneurialism, innovation, how to create a business that's bulletproof, and the new problems he's solving these days.

Find out how to find and solve the perfect problem that will empower you to leave a lasting legacy just as Jim has done and continues to build upon.

EPISODE SPONSOR:

The Innate Wisdom Business Council a professional mastermind that empowers purpose-driven, socially conscious leaders to amplify their instincts, transcend limitations, and leverage their position to increase profits while creating positive change in the world.

IN THIS EPISODE YOU WILL LEARN:

• The true definition of what it is to be an entrepreneur
• The inside story of how Herb Kelleher Southwest Airlines CEO influenced Jim's book
• What Jim and I both do to preserve our energy for what's truly important
• What has happened to Bob the homeless glassblower who inspired much of Square's development
• How to get the graphic novel version of chapter 8 of the Innovation Stack
• Be one of the first to hear about Jim's next project that will interrupt the cycle of poverty for many families
• What you need to know about innovation, new ideas, and how to weather change

Jim is way smart and super funny. I know you will thoroughly enjoy this interview!