Redefining Professional Growth and Personal Well-being
Legacy
After facing the harsh reality of burnout, Catherine Roe, author of "No More 24-7," shares her transformative journey to reclaiming her time and energy on the Business Legacy Podcast. Discover how Catherine's personal struggles inspired her to establish boundaries that paved the way for a healthier, more balanced life. She unveils the power of self-defined limits, emphasizing the often-overlooked commitment to oneself and the hidden guilt of not honoring these personal promises. Catherine's narrative, along with stories from other entrepreneurs, sheds light on the delicate dance of maintaining...
info_outline
The Future of Outdoor Entertainment Venue
Legacy
What if you could transform the live entertainment landscape while driving monumental economic growth for cities? Join us as we sit down with JW Roth, the visionary behind Venu, whose passion for music and innovative approach to building luxury outdoor amphitheaters are changing how we experience live performances. Discover how Roth’s transition from founding Roth Premium Foods to creating state-of-the-art venues was driven by the surging demand for concert tickets and the influx of new artists. He shares his unique strategy of mirroring successful public-private partnerships in sports,...
info_outline
The Art of Emotional Intelligence in Business Success
Legacy
Let’s go deep into the secrets to mastering emotional intelligence with real estate mogul Bianca D'Alessio, CEO and founder of the Masters Division of Nest Seekers, and star of Selling Hamptons. Explore how she navigates the intricate world of high-net-worth clients by adapting her communication style to resonate with their unique energies and expectations. Bianca shares compelling insights into the art of authenticity and transparency, revealing how these strategies not only uncover hidden client dreams during home viewings but also build lasting relationships. Learn how she tackles the...
info_outline
From Wedding Planner to CEO: A Floral Entrepreneur's Journey
Legacy
Innovative Wealth MediaJoin us as we sit down with Amy McCord, the visionary CEO and founder of Flower Moxie, to uncover her inspiring journey from wedding planner and florist to successful entrepreneur. Amy shares how she started Flower Moxie with a simple goal: to help DIY brides create beautiful wedding arrangements without breaking the bank. From humble beginnings at her kitchen table, she transformed her side hustle into a thriving online business, providing fresh flowers, tutorials, and recipes for brides looking to take the floral reins on their special day. Amy opens up about the...
info_outline
From Nurse to Entrepreneur to Philanthropist
Legacy
What if turning a personal struggle into a business could not only change your life but also impact countless others? Join us as we chat with the inspiring Sarah Michelle Bose, who transformed her battle with test anxiety into MP Reviews, a thriving educational resource. During the pandemic, Sarah's innovative Life Study Groups provided students with essential guidance and mental health support. As a mother, author, and entrepreneur, her journey from nurse practitioner to successful businesswoman showcases how personal challenges can fuel incredible achievements. In our conversation, Sarah...
info_outline
Transforming Landlord Challenges into Industry Solutions
Legacy
What if your side project could transform into a game-changing industry leader? Join us as we hear from Nathan Miller, the visionary CEO and founder of Rentec Direct, who turned a simple accounting tool for his landlord needs into a pioneering force in property management software. Nathan's story is one of innovation and growth, fueled by listening to early user feedback and leveraging his expertise in internet services and programming. From adding tenant screening to introducing electronic signatures, Nathan shares the journey of a tool that started free, capturing the attention of landlords...
info_outline
Harnessing the Power of Modern Communication
Legacy
Want the secrets to building a resilient business and learn how to future-proof your entrepreneurial journey with insights from our guest, Phil Portman. Listen as Phil shares his inspiring transformation from a difficult upbringing to becoming a successful entrepreneur, motivated by the desire to secure a stable future for his autistic son. Discover the importance of moving from micromanaging to empowering your team and creating systems that ensure your business can thrive independently, even in your unexpected absence. Phil's personal anecdotes shed light on crucial strategies, including...
info_outline
AI and Archetypes Creating New Gaming Experiences
Legacy
What is the secret of personal transformation? Can it be found through gaming? We sit down with Kelsey Falter, the visionary founder and CEO of Mother Games. Imagine a world where games go beyond mere entertainment, offering personalized journeys akin to Pixar’s storytelling magic, but in a digital space. Kelsey introduces us to their groundbreaking game, Le Zoo, which invites players on an introspective adventure using ancient archetypes. This episode unpacks how AI is woven into the fabric of Le Zoo, providing players with valuable self-discoveries and deeper connections with like-minded...
info_outline
The Art of Trust in Financial Stewardship
Legacy
Curious about the shift toward creating financial legacies that impact families in real-time? Join us for a transformative conversation with Brett Bernstein, CEO and co-founder of XML Financial Group, as we explore his journey from a major financial institution to starting his own independent firm. Brett opens up about the challenges and triumphs he faced when leaving Merrill Lynch, emphasizing the importance of client trust and education in building a successful business. We uncover the evolution of client interactions over the last two decades, noting an inspiring trend towards meaningful...
info_outline
Innovative Approaches to Preserving Family Values
Legacy
Discover how a pilot's dream of starting an airline unexpectedly paved the way to a fulfilling career in estate planning. Meet Kevin Quinn of Legacy Counselors, who shares his remarkable journey and the invaluable lessons learned from mentors that shaped his pioneering approach. This episode promises to redefine your understanding of legacy by focusing on the human elements that transcend financial wealth. Kevin's unique strategy involves cultivating ongoing relationships with clients, ensuring their estate plans reflect evolving family dynamics and priorities. Explore the innovative "My...
info_outlineUnlock the secrets of building an enduring business legacy with Jeff Oskin, founder of NewLogiq, as he shares the guiding principles that have steered his company through uncharted waters. Jeff opens up about his dedication to nurturing his business with unwavering values of trust, transparency, and perseverance, even during challenging times like a grueling six-month stint without clients. Learn how these core beliefs helped him secure his first clients and establish a solid foundation for future success. This episode promises rich insights into the mindset required to overcome obstacles and stay true to your values on the entrepreneurial journey.
As your host, I reflect on the six spheres that define my life and how balancing them has shaped my path as a business owner and coach. From my roots in an entrepreneurial family to the challenges of maintaining balance in business and personal life, I share personal stories and experiences that highlight the importance of making a positive impact. Hear about a heartfelt moment of supporting an employee during a critical illness and my aspirations to leave a legacy of meaningful contributions. This episode is a thoughtful exploration of personal growth, leadership, and the lasting power of values in business and life.
Timestamps
00:00:00 - Introduction and Welcome to Business Legacy Podcast
00:00:12 - Introduction of Jeff Oskin and NewLogiq
00:00:35 - The Importance of Values in Business Creation
00:01:45 - Overcoming Early Business Challenges
00:03:20 - Trust and Transparency with Clients
00:05:00 - Building a Company Not Focused on Exit
00:06:30 - Aligning Personal and Company Values
00:08:10 - Jeff Oskin's Reflections on Company Growth
00:09:30 - Navigating Personal Trust in Business Deals
00:11:50 - The Six Spheres of Life: Balancing Business and Personal Life
00:13:20 - Influence of Family on Business Aspirations
00:14:30 - Making a Meaningful Impact Through Business
00:15:45 - Lessons Learned from Business Transactions
00:16:30 - Supporting Employees Through Personal Challenges
00:18:32 - Expertise in Business Growth and Leadership
00:19:15 - Offering Executive Coaching and Leadership Development
00:20:00 - Bringing an Outside Perspective to Business Transitions
00:21:00 - Conclusion and Final Thoughts from Jeff Oskin
00:21:45 - Closing Remarks
Go to https://newlogiq.com/. To find out more about what they are up to.
Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com.
For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform.