Legacy Leaders

Legacy Leaders

By Stan Miller & Katie Beth HandBusinessManagement
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Legacy Leaders episodes

  • Richard Wira: Leveraging Life Insurance Policies for Success

    Richard Wira is a seasoned insurance professional with over 50 years of experience in the industry. As the managing director of Cool Springs Financial and president of Equote.com, he developed a deep understanding of the financial benefits of life insurance. He is passionate about helping small business owners attract and retain key employees through the use of life insurance policies as a long-term incentive. Richard's expertise lies in showcasing the living benefits of life insurance, such as chronic illness, critical illness, terminal illness, and long-term care coverage, which can provide financial security and peace of mind for individuals and their families. With a focus on personalized service and a commitment to educating his clients, Richard has become a trusted advisor in the insurance industry.

    Listen to this informative Legacy Leaders episode with Richard Wira about Living Benefits of Life Insurance, Success and Loss Stories, Making a Difference & Building a Legacy, Using Life Insurance as a Recruitment Tool and Low-Cost Term Life Insurance.

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

    • Discover how life insurance policies can attract and retain top talent for your small business
    • Learn about the financial benefits and long-term security that life insurance can provide to your employees
    • Explore real-life success stories and case studies of small businesses that have leveraged life insurance
    • Understand how leaving a positive legacy through life insurance can strengthen employee loyalty and commitment
    • Uncover the advantages of offering a tax-free income stream as an incentive to retain and motivate key employees

    • Connect with Richard Wira:

      Websites: https://equote.com/ , https://www.coolspringsfinancial.com/ 

      LinkedIn: https://www.linkedin.com/in/richard-wira-6400a410/ 

      Emails: [email protected] , [email protected] 


      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

      28 min
    • Ed Spinks: Finding Peace of Mind Through Proactive Financial Planning

      Ed Spinks is an attorney specializing in elder law and estate planning. With a unique background that includes serving in the military and working as a firefighter, he brings a diverse perspective to his practice. He has over 25 years of experience, including 10 years as a lawyer for the Marine Corps. At Spinks Law Firm, Ed focuses on three main areas: elder law, estate planning, and special needs. He takes a personalized approach to each client, tailoring plans to their specific goals and needs. Ed's passion for helping families navigate the complexities of planning for their loved ones shines through in his work. With his expertise, he aims to provide his clients with confidence and peace of mind when it comes to their financial future.

       

      Listen to this informative Legacy Leaders episode with Ed Spinks about the Focus Areas of Spinks Law firm, Delivering an Individualized Experience, Overcoming Misconceptions & Frustrations in Estate Planning, The Future of Elder Law & Estate Planning, and The Importance of Having a Financial Plan in Place.

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

      ●    Understand the importance of estate planning and gain peace of mind knowing that your assets will be distributed according to your wishes

      ●    Discover the benefits of special needs planning for families and ensure the long-term financial security of your loved ones with disabilities

      ●    Learn the advantages of early financial planning and start taking control of your finances to achieve your goals and dreams

      ●    Develop a solid financial plan that will guide you in making smart financial decisions and setting yourself up for a secure future

      ●    Find a reliable financial professional who can provide expert advice and support you in managing your finances effectively

      Connect with Ed Spinks:

      Website: https://spinkslawfirm.com/

      Personal LinkedIn: https://www.linkedin.com/in/ed-spinks-7007306/

      Company LinkedIn: https://www.linkedin.com/company/spinks-law-firm/

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

      Email: [email protected]

       

       

      With your Guest Host: Christian Baldino

      Christian Baldino is licensed as a fiduciary as a Registered Investment Advisor as well as a licensed insurance planner in the state of Florida. 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. He 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." He has taught adult education classes in retirement planning and mutual fund investing and has provided planning and investment product guidance to various Fortune 500 employees.

       

      Connect with Christian Baldino:

      Website: https://safetyfirstretplanning.com/

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

      Email: [email protected]

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

      18 min
    • Matt Rinkey: Maximizing Business Value Through Strategic Financial Planning for Business Exit

      Matt Rinkey is a Certified Exit Planning Advisor and the Founder and Chief Financial Life Officer of Illumination Wealth. Matt and his team specialize in working with entrepreneurial families, particularly those navigating the complexities of business exit, an expanding investment portfolio, and family wealth transfer planning, offering tailored financial guidance through every stage of their journey. The firm's mission is simple yet profound: to enhance the returns across their clients’ entire financial life. His approach is rooted in a deep understanding of the unique financial dynamics entrepreneurial families face, making him a trusted advisor and advocate for those planning significant transitions in their financial, business, and personal lives.

      Listen to this informative Legacy Leaders episode with Matt Rinkey about the Best and Worst Experiences as a Financial Advisor, Ideal Clients, and What is a Certified Exit Planning Advisor? When to Start Exit Planning, Importance of Second Opinions and Building a Financial Team.

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

      ●    Learn the financial planning strategies necessary for a successful exit from your business and secure your financial future

      ●    Discover the importance of early preparation and how it can set the stage for a smooth and profitable exit from your business

      ●    Unlock the secrets to maximizing the value of your time and business, ensuring you get the most out of your hard work

      ●    Understand how to align your business with your personal goals, creating a harmonious balance between work and life

      ●    Assess and optimize your financial team, ensuring you have the right professionals in place to support your exit strategy

      Connect with Matt Rinkey:

      Website: https://illuminationwealth.com/

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

      Email: [email protected] 

       

      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

      23 min
    • Bill Cates: Client Multiplication and Creating Compelling Messaging

      Bill 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 and high content. You can also expect to walk away with powerful insights and practical strategies that will have an immediate impact on your business.

      Listen to this informative Legacy Leaders episode with Bill Cates about The importance of relationship marketing System, The System of Referral Marketing, Importance of attracting the right fit clients, Building Long-Term Relationships with Clients, and Discovering Effective Client Attraction Strategies.

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

      • Learn how to build strong relationships and attract new clients through the power of referrals
      • Discover a proven relationship marketing system that helps you consistently bring in the right-fit clients
      • Uncover strategies for positioning yourself as a trusted guide, leading your clients to success rather than being seen as the hero
      • Tap into your network and leverage connections to attract high-quality prospects and grow your client base
      • Gain insights into relationship marketing techniques that can help you attract and retain the clients you want
      • Connect with Bill Cates:

        Website: https://referralcoach.com/ 

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

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

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

        YouTube: https://www.youtube.com/user/ReferralCoach 

        Email: [email protected]  

        Bill’s FREE High-Content eGuide: https://referralcoach.mykajabi.com/8-steps-to-exponential-growth 


        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

        25 min
      • Patty Durell: Maximize Fitness Potential for Executives and Busy Professionals

        Patty Durell is the CEO of Rock Solid Fitness, a personal training studio in Dunedin Florida. Through her younger years, she battled depression, addiction, and being bullied for being overweight. She joined Weight Watchers and lost a significant amount of weight. She got accepted into a Physical Therapy Assistant program and started to change her life for the better. She is a Master Level Personal Trainer, Certified Conditioning Specialist, and Licensed Physical Therapist Assistant. She is also a SelfHealth coach and is extremely passionate about empowering and challenging people to be their best. She currently educates and inspires her team, her community, and audiences throughout the country on topics of optimal health through self-care, leadership, and time-efficient, safe exercise programs.

        Listen to this informative Legacy Leaders episode with Patty Durell about The Benefits of Exercise, Empowering Others Through Strength Training, The Importance of Intensity in Strength Training, The Future of the Fitness Industry, and The Need for Personal Interaction in Fitness.


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

        ●    Discover the challenges and misconceptions in the fitness industry that could be holding you back from reaching your goals

        ●    Explore how technology and AI are revolutionizing the way we approach fitness, making it easier and more efficient than ever before

        ●    Learn the importance of personalized fitness programs tailored to your specific needs and goals, ensuring maximum effectiveness and results

        ●    Find out how targeted fitness coaching can help busy professionals like you fit effective workouts into your busy schedules

        ●    Uncover the incredible impact that strength training can have on your overall health, including increased strength, improved bone density, and enhanced metabolism

         

        Connect with Patty Durell:

        Website: https://www.rocksolidfitnessfl.com/

        LinkedIn: https://www.linkedin.com/in/pattydurell-ceo-educator-speaker-selfhealthexpert/

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

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

        YouTube: https://www.youtube.com/user/RockSolidClearwater

        Email: [email protected] 

         

        With your Guest Host: Christian Baldino

        Christian Baldino is licensed as a fiduciary as a Registered Investment Advisor as well as a licensed insurance planner in the state of Florida. 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. He 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." He has taught adult education classes in retirement planning and mutual fund investing and has provided planning and investment product guidance to various Fortune 500 employees.

         

        Connect with Christian Baldino:

        Website: https://safetyfirstretplanning.com/

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

        Email: [email protected]

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

        24 min
      • Eric Holtzclaw: Uncovering Your Business's True Identity

        Eric 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, Content that Converts, and The Importance of Specificity with AI and its Potential and Challenges.

         

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

        ●    Discover effective strategies to establish a strong brand identity that sets your business apart from the competition

        ●    Learn the importance of targeting specific customer segments and how it can help grow your business

        ●    Create a distinct brand identity that resonates with your target audience and attracts the right customers

        ●    Master the art of consistency in branding elements, from logo design to messaging, for a cohesive and memorable brand experience

        ●    Unlock the secrets to creating content that not only engages your audience but also drives conversions and sales

         

        Connect with Eric Holtzclaw:

        Website: https://ligerpartners.com/

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

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

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

        Eric’s Podcast: https://podcasts.apple.com/us/podcast/the-claw/id1201943078

        Eric’s Book: https://www.amazon.com/Laddering-Unlocking-Potential-Consumer-Behavior/dp/1118566122

        Email: [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 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

        33 min
      • Sandy Pollack: Unleashing Authenticity - How Financial Advisors Can Build Stronger Client Relationships

        Sandy 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 “what” you want and “why” has been the basis of creating deep relationships that extend well beyond generations.

        Listen to this informative Legacy Leaders episode with Sandy Pollack about The Inspiration Behind "Don't Leave a Mess" Book, The Importance of Talking About Money, Building Wealth with Intentionality, The Importance of Authentic Service, and The Importance of Having Courageous Conversations.

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

        • Discover the secrets to successful open communication and how it can revolutionize your financial advising practice
        • Learn how to have courageous conversations about estate planning that will strengthen your client relationships and build trust
        • Uncover the key to providing authentic service in financial advising and how it can set you apart from your competition
        • Explore the proactive estate planning strategies that will help your clients avoid a messy and stressful situation in the future
        • Gain valuable insights on the importance of proactive estate planning and how it can protect your client's assets and ensure their wishes are carried out

        • Connect with Sandy Pollack:


          Website: https://trimaranadvisory.com/ 

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

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

          Sandy’s Book: https://www.dontleaveamess.ca/ 

          Email: [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 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

          40 min
        • Charlie Bresler: Making a Difference and Finding Happiness

          Charlie Bresler is not your typical philanthropist. With a background that includes being the former president of Men's Warehouse, his journey to making a positive impact has been anything but ordinary. Armed with a PhD in social and clinical psychology and a passion for social justice, he co-founded The Life You Can Save, a nonprofit organization dedicated to helping those living in extreme poverty. Through The Life You Can Save, Charlie and his team curate compelling content and identify highly effective nonprofits operating in South Asia and sub-Saharan Africa. Charlie's unique blend of business expertise, academic knowledge, and genuine desire to make a difference sets him apart as a legacy leader. His story is a testament to the power of balancing personal success with a deep commitment to creating a meaningful impact in the world.

           

          Listen to this informative Legacy Leaders episode with Charlie Bresler about The mission of The Life You Can Save, Overcoming the Fear of Giving, Various Organizations Making a Difference and Connecting with Impactful Work, Effective Hedonism and Maximizing Pleasure and The Life-Changing Impact of Giving.


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

          ●    Discover the power of effective giving to alleviate global poverty and make a lasting impact on the lives of those in need

          ●    Uncover the incredible work of nonprofit organizations that are saving lives and transforming communities around the world

          ●    Explore the impact of the Deworm the World Initiative and how a simple intervention can have a profound effect on the health and well-being of children

          ●    Learn how effective giving can play a vital role in addressing and combating climate change, and the positive impact it can have on our planet

          ●    Find out how to strike a balance between personal pleasure and making a positive impact in the world, allowing you to live a fulfilling and meaningful life


          Connect with Charlie Bresler:

          Website: https://www.thelifeyoucansave.org/

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

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

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

          YouTube: https://www.youtube.com/user/TheLifeYouCanSave

          Twitter: https://twitter.com/LifeYouCanSave

          MUSINGS Podcast: https://podcasts.apple.com/us/podcast/musings-about-ourselves-and-other-strangers/id1702957799

          Email: [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 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

          45 min
        • Ashly Guernaccini: Unlock Your Peace of Mind and Secure Your Assets

          Ashly Guernaccini founded atCAUSE Law Office because she knows good legal representation is not a one-size-fits-all approach. Her practice focuses on estate planning (wills, trusts, healthcare directives), probate, intellectual property (trademarks & copyrights), and business law, specifically contract law, business transactions, dispute resolution, and entity formation. She can explain complex legal matters in a way that those who know nothing of the law can understand. She's efficient and great at time management, saving clients’ money on legal fees. She takes pride in getting to know the people and businesses she serves and firmly believes that building a solid relationship is the foundation from which the magic happens.

           

          Listen to this informative Legacy Leaders episode with Ashly Guernaccini about The Importance of Human Connection in Estate Planning, Ideal Clients for Estate Planning, Expertise in Unraveling Estate Planning Puzzles, The Importance of Taking Action and The Life-Changing Power of the First Phone Call.

           

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

          ●    Discover the importance of personal connection in estate planning and how it can help ensure your wishes are carried out exactly as you want them to be

          ●    Learn practical strategies for navigating complex estate planning situations and find peace of mind knowing your loved ones will be taken care of

          ●    Overcome your fears and seek the help you need to create a comprehensive estate plan that protects your assets and ensures your wishes are honored

          ●    Take action today to create a basic estate plan and gain the peace of mind that comes from knowing your affairs are in order

          ●    Understand how estate planning can be a powerful tool for protecting your assets, even beyond your own lifetime, and ensure your hard-earned wealth is passed down to future generations

           

          Connect with Ashly Guernaccini:

          Website: https://www.atcauselaw.com/

          LinkedIn: https://www.linkedin.com/in/ashly-guernaccini/

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

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

          TikTok: ​ https://www.tiktok.com/@thenonstuffyattorney

          Email: [email protected] 

            

          With your Guest Host: Christian Baldino

          Christian Baldino is licensed as a fiduciary as a Registered Investment Advisor as well as a licensed insurance planner in the state of Florida. 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. He 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." He has taught adult education classes in retirement planning and mutual fund investing and has provided planning and investment product guidance to various Fortune 500 employees.

           

          Connect with Christian Baldino:

          Website: https://safetyfirstretplanning.com/

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

          Email: [email protected]

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

          21 min
        • Jessica Embree: Mastering Customer Retention - Proven Strategies for Small Business Owners

          Jessica 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 on the story brand framework, she has successfully transformed businesses by simplifying their marketing strategies and increasing their revenue.

           

          Listen to this informative Legacy Leaders episode with Jessica Embree about The Impact of Story Brand Training & Framework, Print Marketing and its Benefits, Importance of Customer Retention, Common Marketing Mistakes and Simplifying Marketing Strategies.

           

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

          ●    Retain more customers and increase loyalty with these effective strategies

          ●    Avoid common marketing mistakes that could be costing you customers and sales

          ●    Align your sales and marketing efforts to maximize effectiveness and drive growth

          ●    Simplify your marketing strategies for better results and less overwhelm

          ●    Identify and target your core customers to drive more impactful marketing campaigns

           

          Connect with Jessica Embree:

          Website: https://tulipmediagroup.com/

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

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

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

          YouTube: https://www.youtube.com/channel/UC5plW7bBQyOOwSQggUwkp5A

          Jessica’s Book: https://www.amazon.com/Double-Sales-Zero-Salespeople-Development/dp/0578988828

          Email: [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 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

          25 min

        About Legacy Leaders

        From the publisher's feed

        The Legacy Leaders podcast introduces listeners to Stan Miller and Katie Beth Hand. Stan is the CEO of Pinnacle Legacy law based in Little Rock, Arkansas where he has protected over $4 billion of…

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