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Legacy Leaders

Auteur(s): Stan Miller & Katie Beth Hand
  • Résumé

  • 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 client assets. Katie Beth is the legacy director of the firm. Guests on the Legacy Leaders podcast include experts in their field who have succeeded in helping their clients create a legacy and will share their secrets so you can do it too. Tune in each week for an informing conversation about helping your clients create their legacy.
    Copyright 2022 Your Life Your Legacy. Stan Miller & Katie Beth Hand. All Rights Reserved.
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Épisodes
  • Marc Dion: Entrepreneurial Transformation through Self-Leadership Discovery
    Apr 29 2024
    Marc Dion is the owner of the Balanced Leadership Center, he is also a coach. His purpose is to help individuals and teams improve performance. There’s something about seeing the light turn on and the reward of new achievement that he’s wired for. He is focused on helping business owners, executives, leaders, and individuals increase their ability to achieve success of their objectives and aspirations. This is accomplished by regularly interaction, reinforcing skills, and accountability for their development. Marc offers (quarterly networking events, 1-on-1 coaching, or group coaching) to help these leaders learn and grow using our fundamental keys to success. Listen to this informative Legacy Leaders episode with Marc Dion about coaching and self-leadership. Here is what to expect on this week’s show: ● Marc discusses the importance of networking with professionals in business leadership. Mark connects people with resources they need through networking opportunities like luncheons and online platforms, allowing individuals to gain insights, expand knowledge, and overcome challenges through collaboration with experts in various fields. ● Marc explains having a coach does not signify failure or lack of skills, but rather serves as a valuable resource for individual growth and development, offering accountability, mentorship, and skill enhancement opportunities. Seeking a coach may not give off a negative impression, as coaches play a vital role in guiding individuals towards achieving their goals, much like mentors do in various aspects of life. ● Marc discusses the Self Leadership Discovery involves exploring the motivations, values, and personal vision of business owners to align their personal goals with their business objectives, sometimes leading to unexpected outcomes like employees discovering a desire to become entrepreneurs. This approach enhances business performance and fosters personal growth and fulfillment, occasionally resulting in employees realizing their entrepreneurial dreams and starting their own businesses. ● Marc explains early business planning, including exit planning, is crucial for business success. Marc emphasizes the difficulty in making business owners realize what they don't know and the value of seeking expert help to identify blind spots and achieve higher levels of success. This highlights the necessity of educating entrepreneurs on the benefits of proactive business planning to avoid stifling growth potential and maximize opportunities in the long run. Connect with Marc: Website: www.balancedleadershipcenter.com LinkedIn: https://www.linkedin.com/in/coachmarc/ With your Guest Hosts 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    28 min
  • Ben DeLaughter: The Power of Visual Storytelling in Marketing Strategies
    Apr 24 2024
    Ben DeLaughter has been working in video marketing professionally for the past 6 years. He started his own video marketing business, Blue Eyed Visuals, in June of 2020. Since then, he has helped many small to medium sized businesses reach their ideal clients through video marketing. Blue Eyed Visuals is based in Elgin, IL and services all of the Chicagoland area. Listen to this informative Legacy Leaders episode with Ben DeLaughter about visual storytelling. Here is what to expect on this week’s show: ● Ben discusses understanding the 'why' behind creating videos for businesses and aligning video content with business goals is crucial for successful video marketing. It is important to not just create visually appealing videos, but to ensure that each video serves a specific purpose in achieving business objectives. ● Ben explains shooting videos on site allows businesses to showcase their personality and reality. By going on site to where the businesses are located, the videos capture the essence of the company, making the audience feel a connection with the authenticity of the business owners. ● Emphasizing the importance of finding one's zone of genius in business activities and delegating tasks accordingly, Ben acknowledges the humbling experience of realizing their limitations in video editing while focusing on connecting with clients and conveying their message effectively. ● Ben explains videos help preserve a family legacy by capturing specific moments in time that can be revisited later, ensuring that future generations can see and appreciate their family history. Andrew highlights the importance of recording family moments through videos, sharing personal experiences of watching childhood videos to connect with past memories. He encourages the use of modern technology to convert older formats like VHS tapes into digital files for long-term preservation, emphasizing the value of capturing family history for future generations. Connect with Ben: Website: blueeyedvisuals.com Facebook: facebook.com/Bunjamind75 LinkedIn: linkedin.com/in/ben-delaughter-441987203/ 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
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    35 min
  • Josh Andrews: Encouraging Open Conversations: The Importance of Estate Planning
    Apr 22 2024
    Josh Andrews is the managing partner of Gatehouse Law where he focuses his practice on the legal needs of entrepreneurs, business law, and complex transactions, such as business formations; business succession planning; estates for entrepreneurs; business transactions; raising capital for businesses; complex business negotiations; national and international intellectual property management, property disputes and expansion of business; mergers and acquisitions; and preventative law business consulting as well as transition and succession planning for business owners. Mr. Andrews is admitted to practice in Alabama and Georgia. He is a member of the Alabama State Bar and the State Bar of Georgia. Mr. Andrews earned his B.A. degree from Birmingham-Southern College and his J.D. degree from Cumberland School of Law. Listen to this informative Legacy Leaders episode with Josh Andrews about open conversations regarding estate planning. Here is what to expect on this week’s show: ● Josh highlights the importance of making legal services accessible and approachable, especially for young families and small businesses. By offering user-friendly resources and support, individuals and organizations can navigate legal matters more effectively, fostering a more inclusive legal system that caters to a diverse range of clients' needs. ● Josh explains how issues can arise when assets are not properly managed or planned, leading to legal complexities. This can include disputes over inheritance, unclear beneficiaries, or tax implications that were not adequately addressed. It is crucial to have a well-thought-out estate plan in place to avoid these challenges and ensure a smooth transfer of assets to intended recipients. ● Josh discusses that open conversations and support systems are needed to help young families navigate the process of completing their estate plans effectively. ● Josh discusses why estate planning is crucial for small business owners to ensure proper asset protection and the smooth transfer of wealth to future generations. It is important to have a will, power of attorney, and healthcare directives in place to protect business assets and personal wealth. Connect with Josh: Website: https://gatehouse.law With your Guest Host Chuck Gore Chuck’s passion is to help you with all the pieces of your retirement and legacy planning. Chuck is an independent financial advisor and speaker who helps individuals and families work toward their financial, retirement and legacy goals. With years of experience and hundreds of clients, he places your interests first to develop and implement your strategy. Website: https://laborretirementservices.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 min

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