エピソード

  • Dr. Alise Cortez: Empowering Purpose: Unveiling Soulful Leadership

    Dr. Alise Cortez: Empowering Purpose: Unveiling Soulful Leadership
    2025/05/07
    Are you building a workplace that people are drawn to — one where passion and purpose fuel success? Discover how purpose-driven leadership can transform your business and your team culture in this powerful episode. In this episode of Legacy Leaders, Stan and Katie Beth sit down with Dr. Alise Cortez, Chief Ignition Officer at Gusto Now and expert in human capital, meaning, and purpose-driven leadership. Together, they explore how activating purpose within organizations can dramatically increase engagement, retention, and profitability, sharing valuable insights and practical tips for listeners. Dr. Cortez draws from her extensive experience to discuss how to uncover organizational purpose, align employees' personal purpose with company values, and build "destination workplaces", offering actionable advice for business owners, financial advisors, attorneys, and leaders who want to create thriving, people-centered organizations. This episode is a must-listen for anyone seeking to deepen team loyalty, increase business performance, and leave a lasting legacy through leadership. Key Takeaways: 🔥 Discovering Organizational Purpose: Learn why identifying and articulating your organization's purpose is the critical first step to igniting employee engagement. 🌟 Aligning Personal and Company Purpose: Find out how encouraging employees to connect their personal values to the company’s mission transforms commitment and passion. 🏆 Purpose-Driven Performance: See how companies with authentic purpose outperform competitors — sometimes by a factor of 15 to 1! 📈 Building a Destination Workplace: Explore proven strategies for creating a workplace that attracts, retains, and inspires top talent. ✨ Real-World Success Stories: Hear examples of businesses that used purpose activation to achieve massive growth, resilience, and even successful acquisition. Quotes from Dr. Alise Cortez: "Every organization has a purpose, but you have to articulate it — and you have to enroll your people in it." "It takes two and a quarter satisfied employees to equal the productivity of one inspired employee." "Purpose is not just a feel-good idea — it's a powerful business strategy that drives profitability, loyalty, and growth." 🔗 Conclusion: Embedding purpose into your organization isn’t just good for culture — it’s a strategic move that fuels performance, retention, and long-term success. Don't miss this inspiring conversation with Dr. Alise Cortez! Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 分
  • Greg Schenk: Mastering Tenant Representation: A Legacy of Resilience and Success

    Greg Schenk: Mastering Tenant Representation: A Legacy of Resilience and Success
    2025/05/01
    Gregory P. Schenk is President of The Schenk Company, Inc., Central Ohio’s premier tenant advisory firm. With 38 years of experience, Greg specializes in site selection, investment property, and win-win negotiation strategies. A sought-after national speaker, he has educated professionals across industries—realtors, attorneys, CPAs, and financial advisors—for over 25 years. Greg is a published author (Tenant Rep A to Z), a seasoned property investor, and a recognized industry leader. His accolades include the Commercial Real Estate Hall of Fame, Micro Entrepreneur of the Year, CB University’s Presentation Excellence Award, and Business First’s “40 Under 40.” Listen to this informative Legacy Leaders episode with Greg Schenk about the value of tenant representation in commercial real estate, the importance of early lease negotiations, key lease clauses that can impact tenants, misconceptions in leasing and purchasing processes, and the impact of COVID-19 on real estate markets. Here is what to expect on this week’s show: ● Greg emphasizes the importance of surrounding yourself with a mastermind group or think tank for mutual growth and support. ● Through his Lease Review Service, Greg helps clients navigate disadvantageous lease clauses, particularly focusing on clauses like notification periods and holdover clauses that can heavily favor landlords. ● Greg's success and growth, both personally and professionally, have been driven by his willingness to face challenges and step out of his comfort zone. Encouraging others to do the same, he teaches about risk tolerance, strategy development, and the importance of having an exit strategy in real estate investments. Connect with Greg: Website: https://schenkcompany.com Training: https://schenkcompany.com/schenktraining/ LinkedIn: https://www.linkedin.com/in/gregschenk/ LinkedIn: https://www.linkedin.com/company/theschenkcompany/ Instagram: https://www.instagram.com/theschenkcompany/ YouTube: https://www.youtube.com/@schenkseminars X: https://x.com/tenantrep1 With your Guest Host: Josh Meyer Josh is a dedicated father, husband, and entrepreneur with 16 years of experience in financial services. He is passionate about helping individuals and families envision, design, and move towards their true legacy. Through his work with business and family leaders, Josh focuses on creating balance and alignment, empowering clients to be effective both at home and in their business by living out their legacy vision. Josh's dedication to legacy planning was shaped by life-changing experiences, including a near-fatal accident and a prolonged battle with cancer, which gave him a profound appreciation for the value of time and purpose. A qualifying member of the Million Dollar Round Table, "The Premier Association of Financial Professionals," Josh brings expertise and credibility to his mission. Connect with Josh: Website: www.yourpeaklegacy.com LinkedIn: www.linkedin.com/in/JoshSmeyer IG: @peaklegacypartners FB: https://wwwhttps://www.facebook.com/profile.php?id=61556805146972facebook.com/profile.php?id=61556805146972 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    34 分
  • Guy Varble: Unlocking Real Estate Wealth: A Deep Dive into Self-Storage Investing

    Guy Varble: Unlocking Real Estate Wealth: A Deep Dive into Self-Storage Investing
    2025/04/30
    What if the most stable investment opportunity wasn’t found in stocks or multifamily housing—but in self-storage? In this episode of Legacy Leaders, Stan and Katie Beth sit down with Guy Varble, co-founder of the Momentum Wealth Fund and expert in self-storage investing. Together, they explore why self-storage is one of the most risk-mitigated and scalable real estate asset classes, sharing valuable insights and practical tips for listeners. Guy draws from his extensive background in economics, banking, and real estate to discuss market trends, investment structures, and the surprising behavioral patterns of storage users, offering actionable advice for real estate investors, financial professionals, and anyone exploring passive income opportunities. This episode is a must-listen for investors seeking stable returns and smart diversification strategies, providing both knowledge and tools to navigate this often-overlooked sector. Key Takeaways: ● 🧠 Self-Storage Fundamentals: Learn why self-storage performs well in both economic downturns and booms. ● 🏗️ Building vs. Buying: Understand the differences between acquiring older facilities and developing new, Class A properties. ● 📍 Location, Location, Location: Discover how saturation is measured by hyper-local factors, not national averages. ● 📊 Investor-First Structures: Explore how customizable fund models and investor-aligned returns are central to Momentum’s approach. ● 💸 Tax Efficiency: Get a crash course on how cost segregation and accelerated depreciation can benefit investors. Quotes from Guy Varble: ● "When things go bad, self-storage gets stronger. When things go great, self-storage still thrives." ● "We want to double your money in five years—that’s our simple benchmark." ● "If you're not factoring in risk-adjusted returns, you're just throwing darts and hoping it sticks." 🔗 Conclusion: Self-storage is more than a place to stash stuff—it’s a strategic, recession-resistant investment opportunity. Whether you're a seasoned investor or just exploring real estate, this episode offers valuable direction on building wealth with intention. Connect with Guy: Website: https://www.momentumwealth.fund/ LinkedIn: https://www.linkedin.com/in/guy-varble-65422832/ YouTube: https://www.youtube.com/@MomentumWealthFund X: https://x.com/GuyVarble Instagram: https://www.instagram.com/guyvarble/ Facebook: https://www.facebook.com/guy.varble Learn more about your ad choices. Visit megaphone.fm/adchoices
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    28 分
  • Lauren Williams: Empathy, Expertise, and Empowerment: A Journey in Financial Planning

    Lauren Williams: Empathy, Expertise, and Empowerment: A Journey in Financial Planning
    2025/04/23
    Lauren Williams, co-founder of Prosper Plan, has a unique perspective on financial planning shaped by her early exposure to economics through her mother's career in the oil industry in Houston. Her passion for organizing and managing money began in her youth, leading her to shift from an initial path in special education to a career in finance, starting at Wachovia Securities. As a military wife and divorcee, Lauren developed a holistic approach to financial planning that emphasizes empathy and flexibility, helping clients navigate life's transitions with understanding. She advocates for the human side of financial advising, believing that building trust and connection, rather than relying solely on AI, is crucial during emotional and financial transitions Listen to this informative Legacy Leaders episode with Lauren Williams about her holistic approach emphasizing empathy, global philanthropy, and the importance of human connection in advising clients through emotional and financial transitions. Here is what to expect on this week’s show: ● Be of service and find a niche: Specialize in a particular area, such as focusing on specific professions like doctors and nurses, and do it out of passion to protect your future in the financial planning career. ● Building trust and relationships: Prioritize building trust with current clients to encourage referrals and take time to get to know potential clients on a personal level during initial meetings to create a connection and bond. ● Utilize life experiences: Every personal experience, including financial and emotional transitions, can be valuable in helping clients navigate their own challenges. By sharing knowledge and guiding individuals through life events, financial advisors can offer meaningful support and lead them towards a more prosperous future. Connect with Lauren: Website: https://www.prosperplan.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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    26 分
  • Darby Walsh: From Marine Corps to Business Owner: Building a Legacy

    Darby Walsh: From Marine Corps to Business Owner: Building a Legacy
    2025/04/17
    Darby, a former Marine Corps infantryman, views his military experience as a pivotal chapter in his life, imparting invaluable lessons in endurance, discipline, and perseverance. He attributes his resilience to the rigorous challenges he faced during his service, from enduring harsh environments to the emotional trials of missing significant family moments, such as his daughter's birth. Inspired by his family's rich military heritage, Darby sees these experiences as integral to his personal and professional growth, shaping his post-military endeavors in the manufacturing sector and eventually leading him to establish his own company, Delta Business Strategies. Listen to this informative Legacy Leaders episode with Darby Walsh about efficient delegation in business operations and the value of trusting employees to follow well-documented processes for growth. Here is what to expect on this week’s show: ● Darby emphasizes the importance of family legacy, highlighting that it's not just about material wealth but also about values and experiences passed down through generations. ● As a father of three boys, Darby discusses the challenge of balancing discipline and fun in parenting. ● Darby's journey from the military to executive roles in the manufacturing and service industries, and eventually to starting his own business, highlights his resilience, adaptability, and drive for growth. Connect with Darby: Website: https://deltabusinessstrategies.com/our-efforts LinkedIn: https://www.linkedin.com/in/darby-walsh-4b795353/ With your Guest Host: Josh Meyer Josh is a dedicated father, husband, and entrepreneur with 16 years of experience in financial services. He is passionate about helping individuals and families envision, design, and move towards their true legacy. Through his work with business and family leaders, Josh focuses on creating balance and alignment, empowering clients to be effective both at home and in their business by living out their legacy vision. Connect with Josh: Website: www.yourpeaklegacy.com LinkedIn: www.linkedin.com/in/JoshSmeyer IG: @peaklegacypartners FB: https://wwwhttps://www.facebook.com/profile.php?id=61556805146972facebook.com/profile.php?id=61556805146972 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    29 分
  • Thomas Blottenberger: The Power of Shifting Perspectives: Uncovering Your True Desires in Finance and Estate Planning

    Thomas Blottenberger: The Power of Shifting Perspectives: Uncovering Your True Desires in Finance and Estate Planning
    2025/04/10
    Thomas Blottenberger, CFP, ChFC, ABFP, is the co-founder of Paradigm Shift Financial, where he helps individuals align their mindset and investments with their greater purpose. Entering financial planning in 2010, he was disheartened by the industry's focus on commissions over people—until discovering Matson Money’s principles, sparking his own paradigm shift. Since co-founding Paradigm Shift Financial in 2018, Thomas has been dedicated to transforming how clients approach money, shifting from stress and scarcity to confidence and freedom. Through breakthrough education and coaching, he empowers families to make meaningful financial decisions using Nobel Prize-winning investment strategies. Listen to this informative Legacy Leaders episode with Thomas Blottenberger about the profound impact of personal money stories and mindsets on financial decisions, emphasizing the importance of addressing beliefs for better financial well-being and stronger client relationships. Here is what to expect on this week’s show: ● Thomas explains, our personal money stories and mindsets shape our financial decisions and behaviors, making self-awareness essential for financial success. ● Improving financial well-being starts with uncovering subconscious beliefs and emotions that drive our financial behaviors. Greater self-awareness paves the way for positive change. ● Refocusing estate planning from negative beliefs to positive aspirations fosters better outcomes and stronger client relationships. This mindset shift is key to sustainable financial strategies. Connect with Thomas: Website: https://paradigmshift.adxleader.com LinkedIn: https://www.linkedin.com/in/thomasblottenberger/ 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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    34 分
  • Unlocking Success: Strategies for Law Firm Profitability

    Unlocking Success: Strategies for Law Firm Profitability
    2025/04/09
    Legacy Leaders with Katie Beth Hand and Stan Miller Episode 204 with John Scott and Kip Bilderback are renowned experts in law firm operations, each bringing a unique perspective to improving efficiency and profitability. John, a CPA partner at Anders in St. Louis, focuses on financial management and the strategic tracking of data to maximize a firm's cash flow and production capacity, a theme explored in his guide, "Judicial Dollars and Cents." Meanwhile, Kip, with a successful history of expanding a modest firm into a legal powerhouse, advocates for creating repeatable processes and understanding the business side of law to enhance scalability, emphasizing incremental changes over sweeping transformations. Together, they address the evolving landscape of law firm operations, including the challenges posed by technological advancements and private equity investments, always mindful of maintaining ethical standards and the integrity of the legal profession. Listen to this informative Legacy Leaders episode with John Scott and Kip Bilderback about the impact of technological advancements like AI in law firms. Here is what to expect on this week’s show: ● Adopting artificial intelligence (AI) is essential for law firms of all sizes to remain competitive and operate efficiently. Leveraging AI for routine tasks such as drafting demand letters or summarizing cases enables firms to streamline workflows and enhance productivity across the board. ● John advocates for a profit-driven approach to accounting that helps lawyers boost cash flow and profitability. By gaining a clear understanding of their financials and making strategic, incremental changes, law firms can leverage key performance drivers to improve their bottom line. ● The collaboration between Kip and John highlights the powerful synergy between process optimization and financial management. Together, they provide law firms with a well-rounded strategy to enhance operational efficiency and drive greater profitability. Connect with John and Kip: Website: https://anderscpa.com/virtual-cfo-legal/ LinkedIn: https://www.linkedin.com/company/vcfobyanders/ X: https://x.com/vcfobyanders Facebook: https://www.facebook.com/vcfobyanders Instagram: https://www.instagram.com/vcfobyanders/ 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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    34 分
  • Unveiling Success: The Principles and Trends of the Metal Community

    Unveiling Success: The Principles and Trends of the Metal Community
    2025/04/02
    Will Henshaw, the CEO and visionary behind Metal, views the group as a distinctive community that brings together successful men from diverse backgrounds, including media, entertainment, and technology. He believes that by being part of Metal, men can enhance their roles as husbands, business partners, and overall individuals, benefiting from the camaraderie and shared values within the group. Described as an "edgier version of TED for successful guys," Metal emphasizes personal growth and meaningful connections, steering clear of divisive topics like politics and religion. Will is particularly committed to fostering an environment of integrity and authenticity, ensuring that members can engage in honest personal reflection and cultivate deep, genuine relationships. Listen to this informative Legacy Leaders episode with Will Henshaw about the eight key principles of success in the Metal group, emphasizing the importance of balancing career and personal life amidst technological advancements and fostering genuine human connections. Here is what to expect on this week’s show: ● The Metal group emphasizes eight key principles of success that successful men from diverse professions share. These principles include curiosity, creativity, resilience, integrity, financial literacy, professional development, brotherhood, and work-life balance. ● In a tech-driven world, the Metal community values real connections, balancing career success with personal life, and unplugging to spend quality time with loved ones. ● The Metal community fosters camaraderie through shared interests, avoiding divisive topics. Prioritizing integrity, financial literacy, professional growth, and work-life balance, members commit to their word, build strong relationships, and navigate career and personal challenges effectively. Connect with Will: Website: https://metal.men 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 分