Legacy Leaders

Philip 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 Marketing.com, was created to help companies scale their digital marketing without making costly mistakes. He provides 3 main services, Chief Marketing Officer / Consulting services, an all-in-one marketing software platform and PR services where he can get a company interviewed on major TV networks and published on over 600 websites.

Listen to this informative Legacy Leaders episode with Philip Smith about lead generation strategies.

Here is what to expect on this week’s show:

● Philip emphasizes the importance of monetizing leads multiple times to maximize revenue. He suggests utilizing various strategies like selling leads to other businesses or employing email marketing and SMS campaigns to extract value from leads beyond the initial contact.

● Philip advocates for a Lead Cost-Based Pricing approach, aligning service prices with acquisition costs. This strategy allows businesses to accurately assess the value of each lead, enabling them to optimize their marketing efforts for better ROI.

● Highlighting the benefits of AI in lead generation, Philip recommends incorporating automation and personalized interactions to enhance conversion rates. By utilizing AI tools, businesses can streamline communication processes and provide tailored experiences to potential customers.

Connect with Philip:

Website: https://philipfsmith.com/

LinkedIn: https://www.linkedin.com/in/philipfsmith/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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Michael 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 episode with Michael Vater about probate litigation.

Here is what to expect on this week’s show:

● Michael stresses the significance of being proactive in estate planning. By completing estate documents ahead of time and avoiding ambiguities in legal documents, individuals can save themselves from potential probate or probate litigation issues down the line.

● Attempting to handle legal matters independently without professional guidance can lead to complications due to the fluid nature of laws and the differences in legal regulations across states. Michael advises that engaging an attorney who specializes in estate planning can provide invaluable expertise.

● Michael explains, a lack of attention to detail can have serious consequences in legal matters. From missing important deadlines to creating unnecessary hurdles, meticulousness in responding to legal proceedings is crucial to avoid complications.

Connect with Michael:

Website: https://legalbrains.com

Linkedin: https://www.linkedin.com/company/the-ticktin-law-group-p.a./

Facebook: https://www.facebook.com/TheTicktinLawGroup

X: https://twitter.com/LegalBrains

Instagram: https://www.instagram.com/legalbrains/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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Addison 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 trenches of deal-making and California’s dynamic business environment promise to both educate and captivate.

Listen to this informative Legacy Leaders episode with Addison Adams about mergers and acquisitions in tech.

Here is what to expect on this week’s show:

● Whether you are selling or buying a business, the process can be daunting due to the unknown factors involved. Addison stresses the importance of seeking guidance from experienced professionals who can provide insights and guidance through the complexities of the deal.

● Transparency and authenticity are key elements in building trust between parties involved in a business transaction. Being open and honest about the business's financials, operations, and agreements can help facilitate a smoother deal process.

● Addison explains, preparation is key in mergers and acquisitions. Ensuring that all documentation, contracts, and financial statements are in order before entering into a deal can prevent potential pitfalls and facilitate a seamless transaction.

Connect with Addison:

Website: https://www.adamscorporatelaw.com

Blog: https://www.adamscorporatelaw.com/blog/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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By placing wealth management planning at the forefront of his approach, Chris DeWolfe empowers his clients to navigate the complexities of the financial landscape with confidence and clarity.

DeWolfe holds a BA in Finance from the Seidman College of Business at Grand Valley State University and an Associate of Arts from Northwestern Michigan College. Chris also holds a comprehensive set of professional registrations, including Series 7, 24, and 66.

Listen to this informative Legacy Leaders episode with Chris DeWolfe about early financial planning.

Here is what to expect on this week’s show:

● Chris stressed the importance of inclusivity and diversification in serving clients of all backgrounds without imposing minimum investment requirements. This approach ensures that investment advice is accessible to a wide range of individuals seeking financial guidance.

● Emphasizing the need for a balanced investment strategy, Chris cautioned against overconcentration in single securities. Diversifying investments helps mitigate risks associated with heavy investments in popular companies and ensures a more stable portfolio.

● Both James and Chris underscored the significance of early financial planning and the benefits of compounding money for long-term financial stability. Encouraging clients to start planning early can lead to better financial outcomes in the future.

Connect with Chris DeWolfe:

LinkedIn: https://www.linkedin.com/in/christopher-dewolfe-0b075515/

Website: https://www.theicg.com

With your Guest Host: James Moore

James 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 environmentwhich 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 clientsplan for, protect, and preserve their personal estates and businesses. Moore’s focus provides a proven system that allows individuals and business owners to pass along their wisdom and legacy values with their wealth and business.

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Nelson 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.

Listen to this informative Legacy Leaders episode with Nelson Chu about private credit investing.

Here is what to expect on this week’s show:

● Nelson explains Private Credit Investing offers uncorrelated returns and higher yields compared to traditional savings accounts. Private credit portfolios are usually pools of loans, providing diversification and risk mitigation for investors.

● Nelson emphasizes diversification is crucial in private credit investments through blended notes and diversified baskets of loans. By spreading investments across multiple lenders and loans, investors can access higher yields while minimizing the impact of defaults on individual loans, making diversification a key strategy in private credit investments.

● Transparency in private credit investing is crucial for investors to make informed decisions. By utilizing technology, investors can compare deal structures, monitor portfolio performance regularly, and access historical data reports to evaluate risk and potential returns.

● Nelson discusses private credit is becoming an increasingly significant component of individuals' portfolios, attracting a growing share of investor interest. This allocation allows for diversification and potential higher returns, with private credit offering unique opportunities for investors.

Connect with Nelson:

Company Website: www.percent.com

Personal Website: www.nelsonchu.co

Nelson LinkedIn: www.linkedin.com/in/nelson-chu 

Percent LinkedIn: www.linkedin.com/company/percent-technologies

Nelson X: @nelsonchu_

Percent X: @investpercent

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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Listen 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 the pandemic. The book provides guidance for business leaders looking to identify these key habits in potential hires and individuals seeking to enhance their own career paths.

● The book serves as a resource for business leaders to identify essential habits in potential hires and individuals looking to grow in their careers. It provides guidance for recognizing these habits in potential hires and offers career development advice for enhancing skills and succeeding in different career paths.

● Self-awareness is a crucial trait in personal development and hiring. It is often lacking in society, with individuals unaware of their impact on others in public spaces. Developing self-awareness can lead to improvement in other areas of behavior, making it a fundamental aspect of personal growth and professional success.

● William emphasizes that all twelve skills mentioned can be learned with effort and practice, highlighting the importance of developing interpersonal skills in a workforce influenced by automation and AI. These skills are not innate but can be acquired through dedicated work and guidance, positioning them as essential tools for success in various career paths and industries.

Connect with William Vanderbloemen:

Amazon: https://www.amazon.com/Be-Unicorn-Data-Driven-Separate-Leaders/dp/1400247101/ref=sr_1_1?crid=MD6J4LFWUSNA&keywords=be+the+unicorn+vanderbloemen&qid=1696252163&sprefix=be+the+uni%2Caps%2C185&sr=8-1

Twitter: https://twitter.com/VanderbloemenSG

Instagram: https://www.instagram.com/vanderbloemen/

LinkedIn: https://www.linkedin.com/company/vanderbloemen-search-group

LinkedIn: https://www.linkedin.com/in/williamvanderbloemen

Instagram: https://www.instagram.com/wvanderbloemen/

Twitter: https://twitter.com/wvanderbloemen

Facebook: https://www.facebook.com/vanderbloemen

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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Mark 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 twenty years ago when he teamed up with Ken Blanchard, co-author of The One Minute Manager, to write The Secret: What Great Leaders Know and Do. With over one million books in print in more than twenty-five languages, his global impact continues to grow. For more information, please visit https://leadeveryday.com/.

Listen to this informative Legacy Leaders episode with Mark Miller

about the heart of leadership

Here is what to expect on this week’s show:

● Mark discusses how to demonstrate the behaviors and values that you expect from your team members: show integrity, accountability, and a strong work ethic in everything you do.

● Mark explains emotional intelligence is the ability to understand and manage your own emotions, as well as those of others. Leaders with high emotional intelligence are better able to navigate complex social situations, build strong relationships, and inspire trust and loyalty in their team members.

● Mark stresses the importance of clear and open communication; and it is essential for effective leadership. Listen actively to your team members, provide constructive feedback, and ensure that everyone is on the same page regarding goals, expectations, and responsibilities.

Connect with Mark:

Website: https://leadeveryday.com/

X: https://twitter.com/MarkMillerLeads

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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Diane 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 independent advisor, her recommendations remain unbiased. Partnering with Compliance 401K and Plan Confidence, she offers a tailored range of services. Her goal is clear: transform futures for both individuals and businesses alike.

Listen to this informative Legacy Leaders episode with J. Diane Robinson

about making financial planning accessible for everyone

Here is what to expect on this week’s show:

● J. Diane's background growing up in poverty and her passion for helping others led her to become a financial expert who believes that financial planning is not exclusive to the affluent, making it accessible and beneficial for blue-collar families as well.

● J. Diane stresses the importance of early financial planning, advising individuals to start by age 30 for retirement security and family protection. J. Diane also underscores the importance of estate planning, noting that even younger individuals have default estate plans that may not reflect their wishes if not carefully considered.

● J. Diane discusses the client-focused financial planning process involves understanding individual needs and gathering information to create a customized financial plan. This approach includes meeting clients in their own comfortable environment to discuss their goals and concerns.

● J. Diane recognizes the importance of sharing memories, values, and knowledge with loved ones, ensuring that her impact is felt for years to come.

Connect with J. Diane Robinson:

Website: https://www.jdianerobinson.com

Website: https://innovationpartnersllc.com

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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Sarah Ulibarri advises clients on advanced estate planning, probate and trust administration, conservatorships of the person (limited and general), and guardianships of the person. She also advises and petitions courts regarding modifications of irrevocable trusts in order to account for changes in income and estate tax laws; changes in personal circumstances; and changes in the law of trusts.

Danielle Guerrero provides guidance to clients on estate planning, trust administration, probate, special needs planning, succession planning, and litigation settlement planning. She leverages her extensive knowledge of California law, the Internal Revenue Code, and best practices to patiently simplify complex tax, estate planning, and trust administration concepts for clients.

Listen to this informative Legacy Leaders episode with Sarah Ulibarri and Danielle Guerrero about special needs planning.

Here is what to expect on this week’s show:

● Sarah and Danielle prioritize creating personalized legal documents for each client, ensuring that their unique needs and circumstances are taken into account. This level of tailored care sets them apart in the field of estate planning.

● The attorneys engage in specialized planning for special needs beneficiaries, working closely with a network of professionals to provide comprehensive support in managing assets and securing the future of these individuals.

● Sarah and Danielle emphasize the importance of being a constant support system for their clients, going above and beyond to ensure that they receive the assistance and guidance they need. As Danielle aptly put it, "We're always striving to give our best to each client."

Connect with Sarah and Danielle:

Sarah LinkedIn: https://www.linkedin.com/in/sarah-ulibarri-225920123/

Danielle LinkedIn: https://www.linkedin.com/in/danielleguerrero/

With your Guest Host Jeff Kritzberg:

As a Financial Advisor, Jeff helps individuals, couples and families grow their assets for the long term. He takes this mission very seriously and works closely with clients to recommend the appropriate products and services to help achieve their unique goals. Jeff has the skills, knowledge, and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternative strategies to help protect your assets.

Connect with Jeff:

Website: http://www.prudential.com/advisor/jeff-kritzberg

Linkedin: https://www.linkedin.com/in/jeff-kritzberg-16a89a14

Facebook: https://www.facebook.com/Jeff-Kritzberg-at-Prudential-2011137655604721/

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Ron is a trial lawyer with diverse experience in complex commercial litigation matters. He represents clients and tries cases across a broad range of practice areas, including products liability, trucking industry, personal injury, employment litigation, professional malpractice, intellectual property, construction law, healthcare, first amendment claims, insurance and surety claims, government and contract bidding and compliance, antitrust, trusts and estates, federal and state tax litigation and general commercial litigation.

Listen to this informative Legacy Leaders episode with Ron Schirtzer about estate disputes.

Here is what to expect on this week’s show:

● Ronald emphasized the necessity of sitting down with all involved parties, especially spouses, to discuss and outline how assets should be distributed in the event of passing.

● The episode detailed how disputes often center around the mental capacity of individuals when making changes to wills or trusts. Ronald explained the process of proving testamentary capacity through medical evidence and forensic experts, highlighting the emotional strain such challenges can impose on families.

● Ronald underscored the importance of attorneys maintaining objectivity when guiding clients through estate disputes. By staying neutral and rational, lawyers can assist in achieving settlements that alleviate prolonged distress within families.

Connect with Ron:

Website 

Ron Schirtzer’s LinkedIn 

WWHGD’s LinkedIn

With your Guest Host Tanisha Coffey:

Tanisha Coffey is a homeschooling mompreneur, author & speaker. She oversees the Rock Solid Financial (www.RockSolidFinancial.co) brand. Rock Solid Financial empowers businesses, nonprofits & individuals with insurance-based financial strategies and legal services that enable them to have a secure, fruitful present and future, no matter what life sends their way. In addition to Rock Solid Financial, Tanisha is also an author, speaker and the founder of the Women Wealth Builders, 10XYour401k and The Lofty Entrepreneurbrands. Coffey lives in central Florida with her husband and children.

Connect with Tanisha:

Website: www.RockSolidFinancial.co

The Lofty Entrepreneur: www.TheLoftyEntrepreneur.com

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