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...
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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,...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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_outlineDiscover 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 Family, My Wealth" program, which empowers families to manage and maximize their wealth across generations. This conversation delves into the complexities of modern family definitions and the importance of flexible estate planning. Kevin offers practical insights into engaging family members in meaningful wealth discussions, ensuring the continuity of values and goals. You'll be inspired by stories of families using opportunity trusts to create significant, positive impacts, proving that legacy is about more than money—it's about nurturing potential and fostering enduring family bonds.
Timestamps
00:00:00 - Introduction and Welcome to the Business Legacy Podcast
00:00:05 - Kevin Quinn's Journey from Pilot to Estate Planner
00:05:17 - Introduction to "My Family, My Wealth" Program
00:07:00 - Modern Family Structures and Evolving Estate Plans
00:11:30 - Engaging Family in Wealth Discussions and Philanthropy
00:16:47 - Creating Legacy Through Family Wealth and Opportunity Trusts
00:19:30 - Kevin's Personal Journey and Expanding Legal Practice
00:21:00 - The Impact of Family Wealth on Community and Generations
00:24:00 - Kevin Quinn's Vision for Helping People Realize Their Potential
00:27:00 - Where to Find More Information About Legacy Counselors and the "My Family, My Wealth" Process
00:28:00 - Closing Remarks
Check out My Family, My Wealth Program here: https://legacycounsellors.com/my-family-my-wealth/
Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com.
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