Legacy Leaders

After 12 years as a real estate transaction coordinator, Dawn decided to become a real estate broker and establish The Bremer Team. Dawn is the dynamic force and woman leader that created a real estate team that cares about their clients. She prides herself on guiding her clients through every step of the home buying and selling process. Her thorough knowledge and understanding of the real estate market ensure she is working to get the best results possible. As part of Dawn's continued dedication to her business and clients, she is part of the Keller Williams Advisory Leadership Council. She also has her SRES designation (Seniors Real Estate Specialist) and CRS designation (Certified Residential Specialist) and is a certified home stager.

Listen to this informative Legacy Leaders episode with Dawn Bremer about realtor mentorship.

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

● Dawn emphasizes the importance of mentorship in teaching realtors how to price houses and represent clients effectively. Understanding pricing nuances is essential for selling houses. Dawn, mentored by Joan Daley, learned the art of pricing and now mentors other agents.

● Staging homes is crucial in real estate, and Dawn has a unique perspective. Instead of bringing in staged furniture, she prefers to use the seller's belongings to create a comfortable and inviting atmosphere. By rearranging and staging the house appropriately, Dawn ensures the seller still feels at home while showcasing the property to potential buyers.

● According to Dawn real estate associations provide valuable information on laws and rules, but lack hands-on experience and training in practical aspects like negotiating pricing and writing contracts. Dawn believes this kind of training should be a requirement for realtors before they become agents.

● Social media is a significant part of their marketing strategy, with a professional marketing company handling all platforms and creating engaging videos and posts. Dawn emphasizes the importance of networking and personally engaging with the community to showcase their expertise.

Connect with Dawn:

Facebook: facebook.com/bremerteam/

YouTube: youtube.com/channel/UCxqPRbUZ41KRN8NTqm3pbug

LinkedIn: linkedin.com/in/dawn-bremer-821b3a139/

Instagram: instagram.com/dawn_bremer18/

Twitter: twitter.com/bremerteam18

With your guest host Adam Diamond:

As the owner of Diamond Legal, P.C. in McHenry, IL, Adam Diamond is passionate about helping his clients find the best legal help possible. He considers it a true privilege to serve his clients and leads his team to view their jobs the same way.

The team at Diamond Legal focuses on serving clients in the areas of family law, estate planning, and real estate law. Adam finds purpose in helping clients protect their families and their assets - and, where possible, helping people reclaim their lives. You can connect with Adam on LinkedIn, and you can learn more about Diamond Legal at dlfirm.comand on Facebook, LinkedIn, Instagram, and YouTube.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Jonathan 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 Leaders episode with Jonathan Blau about biases in financial decision-making.

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

● Jonathan explains diagnosing biases is crucial in educating clients about their financial decisions. He approaches his practice like a doctor, aiming to diagnose and prescribe solutions for biases that lead to poor decisions.

● According to Jonathan, currency is a unit of exchange for efficient transactions, while money represents purchasing power. Many people mistakenly believe that preserving a certain amount of currency units ensures financial security, but inflation causes the value of currency to decrease over time.

● Jonathan challenges the notion that risk is solely defined by volatility, instead defining it as the chance of losing one's last dollar before their last heartbeat. He argues that asset allocation, which involves diversifying investments between stocks and bonds, freezes the purchasing power of every dollar and ultimately hinders wealth accumulation.

● Jonathan suggests that successful wealth management relies more on temperament and rational decision-making under uncertainty, rather than solely on intellect or predictions. He emphasizes the importance of educating clients about the reality of financial markets and helping them overcome their fears and beliefs about potential losses.

Connect with Jonathan Blau:

https://www.fusionfamilywealth.com

https://www.linkedin.com/company/fusion-family-wealth/

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/

Learn more about your ad choices. Visit megaphone.fm/adchoices

A 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 complex financial jargon, bringing clarity to the financial realm of her client’s lives.

Listen to this informative Legacy Leaders episode with Lisa Crosta about personal and divorce financial planning.

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

● Lisa encourages clients to avoid impulsive choices and emphasizes self-sufficiency. She believes in empowering women to pursue their career goals, regardless of credentials. Lisa creates personalized plans that consider clients' current financial situation and long-term goals.

● Lisa emphasizes the importance of financial planning beyond stocks and bonds. Lisa believes women are more inclined to discuss their financial goals and seek advice. Involving both partners in financial matters, especially for older couples, can prevent chaos and ensure financial understanding. Lisa's insights highlight the value of open communication and active engagement in financial planning for women.

● Lisa believes in engaging the younger generation in financial planning is crucial for financial advisors to ensure long-term client relationships. Teaching responsibility and financial literacy to younger clients, even at a college age, can have a significant impact on their future financial well-being.

Connect with Lisa:

Website - https://www.bppwealth.com/

LinkedIn - https://www.linkedin.com/in/lisa-crosta/

Facebook - https://www.facebook.com/people/BPP-Wealth-Solutions-LLC/100063587351579/

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/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Don is a second-generation Pinellas County native who has been practicing law for over a decade. He spent the first eleven years of his legal career working for the Public Defender’s Office in the Sixth Judicial Circuit where he was lead counsel in over two dozen criminal jury trials, trying everything from DUI to Murder in the First Degree. Many of the cases he took to trial resulted in Not Guilty verdicts. Don will do his best to work the case out for a favorable outcome, but if negotiations fail, he will be ready to go to trial.

Kris is a graduate of Marshall University and Florida Coastal School of Law in Jacksonville, Florida, where he was a member of its award-winning moot court team. After graduation, Kris worked as a staff attorney for the Jacksonville Area Legal Aid and assisted domestic violence victims in securing domestic violence injunctions and stalking injunctions.

In 2009, Kris was hired as an Assistant State Attorney with Florida’s Sixth Judicial Circuit. As a state prosecutor, Kris tried 42 jury trials, hundreds of evidentiary motions, and a handful of appeals. Kris prosecuted cases in a number of felony and misdemeanors areas including, but not limited to: DUI, domestic violence, sex

crimes, fraud, drug possession and drug trafficking, theft crimes, weapons

charges, consumer protection cases, and obstruction.

Listen to this informative Legacy Leaders episode with Kris Parker and Don Hendry about criminal law and personal injury.

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

●     Kris and Don believe in the importance of a

client-centric approach and specialization in their law firm, Hendry Parker.

They emphasize the importance of personal attention and not being passed around within a firm when dealing with legal matters. Their passion for criminal law and helping people who have been overcharged or falsely accused is evident, but they are also shifting their focus towards personal injury and accidents, aiming to assist clients in dealing with insurance companies and ensuring they receive

fair compensation.

●     Discover how Kris and Don's unique friendship and open door policy led them to merge their legal skills and start their own law firm. They're dedicated to providing personalized service and helping clients navigate the legal system.

●     They discuss the importance of making responsible decisions during the holiday season and the potential consequences of drinking and driving.

Connect with Kris and Don:

Website: www.HendryParker.com 

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

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

With your Guest Host:  Christian Baldino

More than 25 years ago Christian Baldino began his career in finance when he

operated a franchise with Citigroup as a financial advisor and then transitioned

to a full-service independent office offering objective retirement planning,

products, and services.

He currently specializes in working with individuals to help create tax-free and guaranteed, retirement income as well as incorporating the latest estate and protection strategies.

Christian is the author of “The New Retirement Plan,” a guide to helping retirees understand the challenges they face at this stage in their financial life. This guide

steers retirees through the often confusing “sea of financial information.” Additionally Christian wrote, “Post Pandemic Retirement Strategies, A Must-Have Retirement Guide to Navigating You Financial Future in a Post Pandemic World.”

Learn more about your ad choices. Visit megaphone.fm/adchoices

Kate Hufnagel is the Founder and CEO of The Digital WranglerTM. As an estate and legacy organizer, speaker, educator and coach, she helps inspires individuals to do the important work that nobody likes to talk about.

After a mind-blowing 25-year career in big tech, Kate founded her business to put all her know-how and life experiences to work to make things easier for those left behind when the inevitable, or unexpected, happens.

Kate loves educating people on how our modern-day world is a complexity multiplier when it comes to this traditionally taboo topic. She is also a bonus mom of two adult children, is passionate about financial literacy and is on a lifelong quest to find the best donut in the world.

Listen to this informative Legacy Leaders episode with Kate Hufnagel about estate planning.

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

● Kate emphasizes the need for proactive steps in estate organization and encourages open discussions about end-of-life planning.

● Kate discusses the importance of estate planning and how it is crucial for protecting your financial legacy and ensuring your loved ones are taken care of

● Kate explains that managing digital subscriptions and accounts is crucial in our tech-driven world; and the importance of organizing your information and ensuring loved ones can access it when needed.

Connect with Kate Hufnagel:

Website:  https://www.thedigitalwrangler.com

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

LinkedIn:  https://www.linkedin.com/in/kate-hufnagel/

YouTube:  https://www.youtube.com/@thedigitalwrangler

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

With your Guest Host Carol Eddy:

Carol Eddy is a distinguished Certified Financial Planner™ and fiduciary, serving Colorado, Montana, Oklahoma, Indiana, & California with dedication since 1997. Carol's professional journey evolved from her background as a family therapist, driven by her profound observations of women grappling with financial challenges during trying times. This transformative experience ignited her mission to empower women to achieve financial victory.

At the heart of Carol's approach is her groundbreaking "She Wins Process," a strategic framework that empowers women to take tangible steps toward financial triumph. It's about breaking free from financial constraints and embracing a brighter future now.

Carol's ultimate objective extends beyond financial success; she aspires to guide women in crafting secure retirements and establishing enduring legacies for their families. Her advocacy, dynamic educational initiatives, and philanthropic contributions underscore her unwavering commitment to ensuring women not only succeed but thrive in their financial pursuits.

Carol's devotion to women's financial well-being reflects her steadfast dedication to creating space for treasured moments with loved ones. Beyond her professional pursuits, she has served as a former board member of Two Roads Charter School and the Arvada Food Bank (Community Table). Her global impact extends to sponsoring students in Kenya and Haiti, exemplifying her commitment to empowerment on a broader scale.

Carol is a beacon of guidance for women seeking financial excellence, enabling them to embrace the present with confidence and secure a brighter tomorrow.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Listen 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 volunteer

initiative and why it’s important to him.

●      Stan tells Katie Beth about his trip to Ukraine

and his interaction with the soldiers and civilians.

●      Stan and Katie Beth agree we can’t win a way

alone, but we can all help and do our part.

Website: 

https://carconvoy.org

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/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Justin Frisco is a highly experienced financial advisor with over 20 years of expertise in working with family-owned businesses. He has built a strong reputation for his ability to assist small, closely held businesses in navigating the complexities of financial planning. Justin's extensive network of trusted advisors and client referrals has been instrumental in his success. As a member of the Principal Financial Network, he is well-versed in estate planning, retirement planning, and succession strategies. Justin's proficiency in qualified plans such as 401(k) and ESOP, as well as his involvement in selling businesses, further solidify his position as a trusted advisor in the field.

Listen to this informative Legacy Leaders episode with Justin Frisco about Maximizing Distributions and Minimizing Taxes for Business Owners, The Importance of Working with a Trusted Financial Advisor, Retirement and Succession Planning for Family-Owned Businesses, Building a Strong Financial Future for Closely Held Businesses, and Insights into Financial Planning for Family-Owned Businesses

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

● Justin Frisco, a financial advisor with Principal Securities, shares his inspiring journey to becoming a trusted advisor.

● Justin dives into the world of estate planning and the importance of working with a financial advisor. With over 20 years of experience, Justin specializes in minimizing taxes, maximizing distributions, and assisting with retirement and succession planning.

● Justin specializes in serving the business owner marketplace. Justin's track record of success sets him apart. He shares insights on being a trusted advisor and the power of guidance in finance.

Connect with Justin:

Website: www.justinfrisco.com

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

With your Guest Host: Rod Hatley

Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego.

Connect with Rod Hatley:

Website: https://hatleylawgroup.com/

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

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

Twitter: https://twitter.com/rodneyhatley

Learn more about your ad choices. Visit megaphone.fm/adchoices

Adam 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 advice reflects a deep commitment to empowering others to control their own destinies. Tom’s Proven Leadership and unique perspective make him an influential figure in personal growth and success. Their mission at Atomic Business Coaching is to be dedicated to empowering individuals by unlocking their potential for business growth and personal freedom. Through their holistic coaching approach, they strive to create harmony in the mind, body, and business of their clients, ultimately leading them to a life that is healthy, wealthy, and happy.

Listen to this informative Legacy Leaders episode with Adam Hurd & Tom Marino about Founding Atomic Business Coaching, Principles of Success, Work-Life Harmony, Overcoming limiting beliefs and building belief and Potential, Confidence and Clarity in Decision-making, Building a Team and Business Growth Strategies.

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

● Uncover the secrets of Atomic Business Coaching for explosive growth in your business

● Master the art of work-life harmony as a business owner for a fulfilling and successful journey

● Overcome limiting beliefs to unleash your full potential as a business owner and leader

● Discover sustainable growth strategies through effective team building for long-term success

Connect with Adam Hurd & Tom Marino:

Website: https://www.atomicbusinesscoaching.com/

Company LinkedIn: https://www.linkedin.com/company/atomic-business-coaching/

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

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

YouTube: https://www.youtube.com/@atomiccoaching

Adam & Tom’s Book: https://www.amazon.com/Atomic-Game-Changer-Life-Changing-Unparalleled/dp/B0C9SLCJN5

Atomic Business Coaching Podcast: https://podcasts.apple.com/us/podcast/atomic-business-coaching/id1669391751

Adam & Tom’s Email: [email protected] , [email protected]

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 Best Seller 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.

Website: https://pinnaclelegacylaw.com/

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

Amanda Keith is a highly knowledgeable and qualified professional in the field of reverse mortgages. With her background as a CPA and years of experience, she brings a deep understanding of financial matters to her role as a reverse mortgage specialist at Mutual of Omaha. Her expertise lies in assisting mature Americans aged 55 and over in leveraging the equity in their homes for a more secure retirement. She is well-versed in the intricacies of reverse mortgages and works closely with her clients to explore the various options available to them. With Amanda's expertise, clients can confidently navigate the complexities of reverse mortgages and make informed decisions about their retirement planning.

Listen to this informative Legacy Leaders episode with Amanda Keith about What is a Reverse Mortgage? Amanda's Favorite and Most Challenging Aspects of Her Job, Ideal Clients and Loan Options, The Goal of Reverse Mortgages and Realtor Assistance with Reverse Mortgages.

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

● Gain valuable insights into how reverse mortgages can enhance your retirement planning strategy

● Discover Amanda Keith's expert advice on navigating the complexities of reverse mortgages for a secure retirement

● Learn how realtors can provide valuable assistance to clients considering reverse mortgages for their retirement plans

● Understand the importance of education in making informed decisions about reverse mortgages for retirement

● Access a valuable resource for comprehensive information on reverse mortgages to make well-informed choices

Connect with Amanda Keith:

Website: https://mutualreverse.com/lo/amanda-keith/

LinkedIn: https://www.linkedin.com/in/amanda-keith-cpa-mlo-3a052a9/

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

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

With your Guest Host: Rod Hatley

Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego.

Connect with Rod Hatley:

Website: https://hatleylawgroup.com/

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

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

Twitter: https://twitter.com/rodneyhatley

Learn more about your ad choices. Visit megaphone.fm/adchoices

Jon 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 and strategic planning at a fraction of the cost. With his expertise in goal setting and strategic planning, Jon has valuable insights to share with entrepreneurs and business owners in professional service industries.

Listen to this informative Legacy Leaders episode with Jon Morris about Goal Setting for Professional Service Firms, Revenue Forecasting, Cost of Service and Gross Margin, Key Metrics for Professional Service Companies, Investing in R&D and Differentiation and The Importance of Financial Rituals.

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

● Master business growth strategies for success

● Set and achieve revenue growth goals effortlessly

● Discover the importance of financial planning for success

● Boost revenue by investing in sales and marketing

● Make impactful decisions with data-driven insights

Connect with Jon Morris:

Websites: https://enginebi.net/ , https://fiscaladvocate.com/

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

Email: [email protected]

With your Host: 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 Best Seller 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/

Learn more about your ad choices. Visit megaphone.fm/adchoices