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Hosted by Cassie Monger and Rachel Bork, the Legacy Leaders Podcast will focus on all things related to family business planning, transition & succession planning, estate planning and EVERYTHING i... more
FAQs about Legacy Leaders Podcast:How many episodes does Legacy Leaders Podcast have?The podcast currently has 52 episodes available.
July 05, 202432: Value of investing in farmlandAn overview of historical farmland returns and considerations for purchasing farmland....more4minPlay
June 28, 202431: What to consider when preparing for a transition plan?There are continuous seasons in a business’ cycle, and the season in which your business starts the process of transitioning to another generation is something that takes time. Not only will it be important for each member to consider what this all means for them, we also need to be sure we are also evaluating the state of readiness for the business, to be sure the business is set up for success and can support this next phase in transitioning the business....more10minPlay
June 21, 202430: What is a Legacy?Legacy, is something that is passed on, however it can take many forms. A legacy may be of one's faith, ethics and core values, it is not only monetary of assets. A Legacy may come from one's character, reputation and the life you lead, setting an example for others and to guide their futures. ...more9minPlay
June 14, 202429: What's a draining day look like? What's a great day look like for you?Discussion around knowing our limitations and finding ways to rejuvenation. We all have parts of our work life that we do not enjoy or just have to do, but how do we find ways to do more of what we love and that fills us with the energy to get through the rest of our work load....more11minPlay
June 07, 202428: CFO/Controller/Book Keeper; how to utilize resources effectively -Organization/documentationDiscussion surrounding organizing revenue and expenses in order to extract more information for the team. Highlights to include subgrouping under current chart of accounts and level of details including unit costs to help team members better negotiate prices, act on risk management, and understand margins. Further discussion surrounding evaluation of invoices and statements and when to capitalize vs expense an item....more10minPlay
May 31, 202427: Strategic Planning: The process of long term planningStrategic Planning is a process in which an organization's leaders engage in long term planning. It will be crucial to define the vision for the future in keeping in mind their organizations goals and objectives today, and then determine how that might change or look 20 years down the road. We often times become reactive in our business and pivot day to day, and don't always have a clear vision for whats next. The decisioning process of which we make decisions will get easier as long as we have a road map to follow with a vision where our business is going and identify the sequence of events that may occur along the way. ...more10minPlay
May 24, 202426: Routine MeetingsRoutine Meetings can feel redundant, and as a result stop after a few months. Most often this is due to not being intentional with that time, and instead just becoming someone you check off the list. It's important to be deliberate with your time together as decision makers, leaders & individual contributors within your teams. We will share 3 simple steps ensure your meetings feel impactful for everyone, rather than a vain attempt....more7minPlay
May 17, 202425: Key Motivating FactorsIdentifying key motivating factors is key for any transition plan. Knowing what is truly most important to you and all your family members will allow us to clearly define your goals and objectives in order to best transition your business. ...more9minPlay
May 10, 202424: CLEAR DelegationFor many leaders, letting go can be challenging. Shifting from a hands-on-approach to identifying the best-suited individual for a task is key. Effective delegation involves a mental shift, acknowledging that your time is better spend on high-impact activities than day-to-day tasks, however successful delegation involves understanding team strengths, CLEAR expectations and consistent communication. ...more5minPlay
May 03, 202423: Capital BudgetingUsing the capital budget quadrant to help clients and operations organize their thoughts surrounding capital investments....more8minPlay
FAQs about Legacy Leaders Podcast:How many episodes does Legacy Leaders Podcast have?The podcast currently has 52 episodes available.