Episodes

  • Strategic Expansion: Fund, Acquire, Consolidate, Exit Methodology

    Strategic Expansion: Fund, Acquire, Consolidate, Exit Methodology
    Dec 18 2024
    Legacy Leaders with Katie Beth Hand and Stan Miller with David. B Horne is an expert in fundraising, business growth and mergers and acquisitions. He is the founder and CEO of Add Then Multiply, a consultancy which helps business founders to grow fast, and Funding Focus, a social enterprise which aims to level the uneven playing field that female and underrepresented entrepreneurs face when raising capital. Listen to this informative Legacy Leaders episode with David. B Horne about strategic expansion. Here is what to expect on this week’s show: ● David explains the "FACE" methodology—Fund, Acquire, Consolidate, Exit—which serves as a strategic guide for businesses looking to expand. ● David stresses the importance of cultural integration during acquisitions to minimize toxicity and effectively manage emotional attachments within acquired companies. ● David highlights the significance of proactive relationship-building with investors and thorough preparation for a successful business exit. Connect with David B Horne: Website: https://addthenmultiply.com/ LinkedIn: https://www.linkedin.com/in/david-b-horne/ 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
    Show more Show less
    38 mins
  • The Power of Personal Branding in Marketing Success

    The Power of Personal Branding in Marketing Success
    Dec 11 2024
    Paige Arnof-Fenn is the founder & CEO of global marketing and branding firm Mavens & Moguls based in Cambridge, MA. Her clients include Microsoft, Virgin, The New York Times Company, Colgate, venture-backed startups as well as non profit organizations. She graduated from Stanford University and Harvard Business School. Paige serves on several Boards, is a popular speaker and columnist who has written for Entrepreneur and Forbes. Listen to this informative Legacy Leaders episode with Paige Arnof-Fenn about personal branding. Here is what to expect on this week’s show: Paige suggests identifying what sets you apart from others in your industry and using that as a competitive advantage. Paige understands technology plays a significant role in today's business environment, but she reminds us not to overlook the importance of human connection. Paige advises individuals to ensure that their digital footprint represents them in the best possible light, without any "digital dirt" that could tarnish their brand image. Connect with Paige: Website: www.mavensandmoguls.com LinkedIn: https://www.linkedin.com/in/paigearnoffenn 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
    Show more Show less
    29 mins
  • Nicholas Pope: Tailored Financial Strategies: Key to Long-Term Financial Success

    Nicholas Pope: Tailored Financial Strategies: Key to Long-Term Financial Success
    Dec 4 2024
    Nicholas Pope's mission is to have a positive impact on people. Professionally, he has chosen to help clients and their families plan for and maintain a financial sense of confidence by implementing strategies designed to preserve the wealth clients have created and helping to build a legacy for future generations. Listen to this informative Legacy Leaders episode with Nicholas Pope about tailored financial strategies. Here is what to expect on this week’s show: ● Nicholas emphasizes the significance of pursuing certifications like the Certified Financial Planner (CFP) designation to align his professional goals with his aspirations. ● Nicholas’ firm, Washington Avenue Advisors, focuses on providing personalized financial strategies tailored to each client's unique needs and goals. This approach emphasizes the importance of customized financial planning to ensure that clients' individual circumstances are taken into account for effective wealth management. ● Nicholas discusses The Legacy Lab project. A project at Washington Avenue Advisors that assists business owners in planning for the future, ensuring that their personal and financial goals are aligned for a smooth transition or sale. Connect with Nicholas Pope: Website: www.waadvisors.com LinkedIn: https://www.linkedin.com/in/nicholasbpope/ 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 environment which 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 clients plan 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. Website: https://mooreandkerbawy.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show more Show less
    27 mins
  • Dr. Lynn Banis: Understanding Family Dynamics in Times of Grief

    Dr. Lynn Banis: Understanding Family Dynamics in Times of Grief
    Nov 27 2024
    Dr. Lynn Banis is passionate about empowering others through her expertise in human behavior and development. Several years ago, she made the challenging decision to close her long-term coaching practice to care for her mother until her passing. In the span of just three years, Dr. Banis experienced profound personal loss, losing her mother, younger brother, and husband. Emerging from this dark period of grief, she realized that her PhD in human behavior, decades of experience in human development, and extensive work in coaching and grief recovery uniquely positioned her to help others navigate similar challenges. Motivated by this insight, she founded Widows Rising Together, a program designed to empower widows to overcome loneliness, rediscover purpose, and build fulfilling lives that inspire and leave a lasting legacy. Listen to this informative Legacy Leaders episode with Dr. Lynn Banis about grief. Here is what to expect on this week’s show: ● Dr. Lynn emphasizes the importance of being there for grieving individuals, not just with words but also with actions. ● Dr. Lynn explains it is essential to recognize and respect the different stages of grief that individuals may go through. By acknowledging where the grieving person is in their healing process and offering them the space and time they need, we can provide more effective support. ● Dr. Lynn explains helping the grieving person build a new support system can combat feelings of isolation and loneliness, which are often overwhelming during the grieving process. Connect with Dr. Lynn: Website: https://tinyurl.com/anbh9h5r With your Guest Host: J Diane Robinson 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. Connect with J Diane Robinson: Websites: https://www.jdianerobinson.com/ https://www.innovationpartnersllc.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show more Show less
    21 mins
  • Chris Vermeulen: Navigating Market Trends for Optimal Investments

    Chris Vermeulen: Navigating Market Trends for Optimal Investments
    Nov 20 2024
    Chris Vermeulen is a financial expert who challenges conventional investing wisdom and believes that investors should only own rising assets. With over 25 years of experience, Chris shares an alternative investment style called Asset Revesting that allows investors to achieve higher returns, lower drawdowns, and profit from bear markets. Listen to this informative Legacy Leaders episode with Chris Vermeulen about market trends. Here is what to expect on this week’s show: Chris breaks down the stock market into four stages with specific strategies for each. This approach provides a clear roadmap for navigating the complexities of the market and helps investors make informed decisions at each stage. Chris stresses the importance of capital preservation in maintaining one's lifestyle and financial well-being. Chris and Stan emphasize the need for adaptability in asset allocation. Being flexible and responsive to changing market conditions can help investors minimize risks and seize profitable opportunities across different asset classes. Connect with Chris Vermeulen: Website: https://thetechnicaltraders.com LinkedIn: https://www.linkedin.com/in/TradingTechnicalAnalysis/ Twitter: https://x.com/TheTechTraders Facebook: https://www.facebook.com/TheTechnicalTraders/ YouTube: https://www.youtube.com/c/TheTechnicalTraders 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
    Show more Show less
    29 mins
  • Patrick Phancao: Tailored Legal Solutions for Clients at Various Life Stages

    Patrick Phancao: Tailored Legal Solutions for Clients at Various Life Stages
    Nov 13 2024
    Attorney Patrick Phancao brings a global perspective to his practice, having lived in Europe, Asia, and Africa. After law school, he gained financial industry experience as Assistant Legal Counsel for a French bank abroad and later as Legal Counsel for a Los Angeles nutrients company, where he handled Patents, Trademarks, Corporate Governance, and Asset Protection. In California, Mr. Phancao set the state's highest bond in a White Collar Crime case and worked on a major tax case, establishing his reputation in Asset Protection and Estate Planning. Recognizing a need among his clients, he expanded into Elder Law and Medicaid/Medi-Cal Planning, partnering with Ms. Shaffer to open a boutique law firm in Irvine specializing in these areas. Listen to this informative Legacy Leaders episode with Patrick Phancao. Here is what to expect on this week’s show: ● Patrick emphasizes the importance of offering tailored solutions for clients at various stages of life. ● Patrick advocates for clients to stay informed about legal tools such as revocable living trusts, irrevocable trusts, and LLCs. Understanding these tools and their benefits can help individuals make informed decisions to protect their assets and plan for the future. ● With changes in estate tax exemptions and the economic landscape, Patrick underlines the importance of preparing for future challenges in estate planning. Connect with Patrick: Website: www.assetprotectioncenter.com Instagram: @apel.center With your Guest Host: Matrona JessicaWard Matrona Jessica Ward is the founding attorney at Family Legacy Planning Firm. She earned her Juris Doctor with a certificate in alternative dispute resolution with honors from Pepperdine University School of Law in 2008, after graduating with honors from The Master’s College with a B.A. in political studies. Her focus is on supporting families to pass on their legacies, with excellence and compassion. Website: https://familylegacyplanningfirm.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show more Show less
    24 mins
  • Bill Nolan: Safeguarding Assets and Legacy Through Estate Planning

    Bill Nolan: Safeguarding Assets and Legacy Through Estate Planning
    Nov 6 2024
    Bill, a 1981 graduate of Cumberland School of Law, has over 40 years of legal experience, focusing on elder law, estate planning, and probate. After roles in the banking industry and planned giving, he founded The Alabama Elder Care Law Firm, LLC. His practice helps seniors with Medicaid planning, VA benefits, and estate matters. Bill has held leadership roles with the Alabama State Bar and Jefferson County Area Council on Aging and has been recognized as a "Top Lawyer in Elder Law" by *Birmingham Magazine*. He is also a published author and frequent speaker. Listen to this informative Legacy Leaders episode with Bill Nolan. Here is what to expect on this week’s show: ● Bill explains estate planning is essential for anyone looking to safeguard their assets, simplify the probate process, and ensure their desires are respected. Wills and trusts serve as crucial tools in this process, allowing individuals to outline their wishes effectively. ● Bill and Chuck emphasize the importance of holistic retirement planning, encompassing financial strategies, healthcare considerations, and personal fulfillment goals. ● Bill stresses the importance of being proactive in estate planning. He mentions the presence of 'red flag moments' in life that should prompt individuals to take necessary actions to protect their assets and plan for the future effectively. Connect with Bill: Website: https://elderlawalabama.com 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. Connect with Chuck: https://laborretirementservices.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show more Show less
    33 mins
  • Nirit Cohen: Fulfillment Driving Career Choices

    Nirit Cohen: Fulfillment Driving Career Choices
    Oct 30 2024
    Nirit Cohen is an HR Strategist, a future of work expert, and bridge builder between emerging trends and practical solutions. Nirit worked for Intel for almost 30 years in finance, human resources, mergers and acquisitions, in Israel, Europe, the United States and in global responsibility. Today she is a known influencer and speaker on the future of work and the changes to careers, management, organizational processes as well as education and civil service. Her weekly column on the Future of Work appears since 2015 in Globes and The-Marker national newspapers. Her popular weekly podcast, sponsored by Startup-Nation-Central, covers insights on the Israeli Hi-Tech eco-system. Listen to this informative Legacy Leaders episode with Nirit Cohen about purpose-driven careers. Here is what to expect on this week’s show: Nirit emphasizes the importance of redefining traditional career paths and embracing a more fluid approach to work. Nirit highlightes the rapid pace at which knowledge is evolving and becoming outdated. She explains to stay relevant in the dynamic work environment, continuous learning, unlearning, and relearning are essential. Nirit touches upon the growing desire for purpose-driven careers, where individuals seek fulfillment and impact in their professional lives. Success is no longer solely defined by long hours and rigid office structures but by the meaningful contributions one makes to the world. Connect with Nirit: Website: https://niritcohen.com/en/home-en/ Linkedin: www.linkedin.com/in/niritcohen 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
    Show more Show less
    30 mins