Legacy Leaders Por arte de portada

Legacy Leaders

De: Stan Miller & Katie Beth Hand
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  • Resumen

  • 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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Episodios
  • Ben Hockema: Revolutionizing Financial Planning for Diverse Clients

    Ben Hockema: Revolutionizing Financial Planning for Diverse Clients
    Jul 8 2024
    Ben Hockema, the WSJ and NYT-featured founder of Illuminate Wealth Management, is passionate about sharing his expertise with anyone serious about making better financial decisions. He works with couples and families on their full financial picture; everything from cash flow and paying for education to saving and investing for big goals such as retirement, to individual and small business tax planning so that their clients can gain clarity and develop a path that is unique to their own goals, hopes and dreams. Listen to this informative Legacy Leaders episode with Ben Hockema about financial planning for diverse clients. Here is what to expect on this week’s show: ● Ben stresses the importance of getting to know clients on a deeper level, fostering trust and vulnerability in the financial planning process. ● For younger clients, the emphasis is on cultivating healthy financial habits such as saving and managing expenses rather than solely focusing on investments. ● Ben explains, Illuminate Wealth Management offers a diverse range of investment options tailored to individual needs, ensuring that portfolios align with clients' risk tolerance and financial objectives. Connect with Ben: Website: https://www.illuminatewm.com/ 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
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    23 m
  • Roland Ortiz: Maximize Your Wealth with Strategic Investment Planning

    Roland Ortiz: Maximize Your Wealth with Strategic Investment Planning
    Jul 3 2024
    Roland Ortiz is an investment advisor and wealth manager. He believes each person is unique in what they want out of life and that no one person's plans or dreams can fit the mold of others. His focus is only you and what you want to achieve. His success is directly measured by your success. Roland prides himself on providing objective advice extended with individual attention for each client. Currently an investment advisor representative for Athena Wealth Management, Roland has 17 years of practice in the financial and legal industry. Roland holds a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Listen to this informative Legacy Leaders episode with Roland Ortiz about strategic investment planning. Here is what to expect on this week’s show: ● Roland discusses wealth management: rather than solely concentrating on high returns, prioritize comprehensive financial planning that encompasses estate, tax, financial, and business aspects to ensure long-term success. ● Roland understands the importance of creating a game plan. Develop a clear roadmap for your financial goals, understanding how contributions and investments will lead to desired outcomes such as retirement security, property ownership, or funding education. ● Roland suggests seeking a financial advisor who offers a range of services beyond just investment management, tapping into their knowledge of estate planning, tax strategies, and business planning for a more robust financial approach. Connect with Roland: Website: https://www.myathenawealth.com/ LinkedIn: https://www.linkedin.com/in/roland-ortiz-80662227/ With your Guest Host: Matrona Jessica Ward 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    20 m
  • Rich Bruno: Achieving Work-Life Harmony Through Effective Delegation

    Rich Bruno: Achieving Work-Life Harmony Through Effective Delegation
    Jul 1 2024
    Rich Bruno, an executive coach with a distinguished work history. Rich had a 30-year career as a supply chain leader and is a recent retiree from Johnson & Johnson. Rich's journey has been inspiring, marked by a relentless commitment to talent management, entrepreneurial success, and community leadership. In his three-decade corporate tenure, Rich spearheaded numerous teams and divisions, consistently prioritizing talent management and development. His dedication to fostering growth and success continued when he embraced his entrepreneurial spirit. For the past ten years, Rich has thrived as a successful Franchisee, leading two of the largest Max Challenge locations. As well as being a John Maxwell Certified coach. Listen to this informative Legacy Leaders episode with Rich Bruno about work-life harmony. Here is what to expect on this week’s show: ● Rich emphasizes the significance of making conscious choices to prioritize self-care, relationships, hobbies, and family alongside professional goals. He believes that achieving success in one's career should not come at the expense of personal well-being. ● According to Rich, having written goals is essential for providing direction and clarity in both personal and professional endeavors. Without clear goals, it becomes challenging to map out a path towards success. ● Rich's concept of the well-balanced leader revolves around the idea that individuals can excel in their professional roles while also nurturing meaningful relationships and personal interests. Striking a balance between work and personal life is crucial for long-term fulfillment. Connect with Rich: FACEBOOK (BUSINESS): https://www.facebook.com/richbrunoconsulting LINKEDIN: https://www.linkedin.com/in/rbruno420/ INSTAGRAM: https://www.instagram.com/richbrunoconsulting/ YOUTUBE: https://www.youtube.com/@richbrunoconsulting8478 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
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    32 m
Gestión Economía
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