Legacy
The Legacy Podcast is a series of conversations with business owners who share their journey to financial freedom and the legacy they want to leave for the next generation. Their stories are empowering, educational, and encouraging.
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Integrating Vitamins into Daily Habits
11/17/2025
Integrating Vitamins into Daily Habits
What if your daily brushing routine could do more than just clean your teeth? Join us as we chat with Vladimir, the visionary co-founder and CEO of Better Better, who is transforming oral care into a nutritional powerhouse. After overcoming cancer and grappling with the demands of daily supplements, Vladimir had a breakthrough idea: infuse toothpaste with essential vitamins and minerals to support both oral health and overall well-being. Discover the compelling story behind the development of nutrient-enriched toothpaste and how this innovative concept leverages the simple habit of brushing to deliver health benefits, potentially minimizing the reliance on traditional supplements. In this episode, we dive into the intricate process of selecting the right vitamins, such as D, B12, zinc, and E, to address common deficiencies while maintaining a pleasant brushing experience. Vladimir also shares insights on the evolution of Better Better's product line, shaped by invaluable customer feedback on taste, texture, and mouthfeel. Explore the challenges faced in manufacturing, the strategic shifts in production partners, and the exciting future of Better Better as they plan to expand their offerings with natural floss and bamboo toothbrushes. Listen in to uncover how this pioneering brand aims to make a positive impact on both individual health and the environment, ensuring that your everyday habits contribute to a healthier lifestyle. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:11 - Meet Matthew Wessels: Real Estate and Tax Advisory Innovator 00:00:37 - Matthew's New Hampshire Roots and Education at Bentley University 00:01:20 - Transition from Corporate Accounting to Real Estate Investment 00:02:45 - Building Wessels Realty and Tax Advisors: A Multifaceted Approach 00:04:10 - The Unique Blend of CPA Expertise and Real Estate Development 00:05:25 - The Complexity and Opportunities in Real Estate and Tax Advisory 00:06:30 - Market Fluctuations and Resilience in Massachusetts Rental Properties 00:07:55 - Political and Economic Influences on the Housing Market 00:09:10 - Trends in Homeownership and Investment Property Challenges 00:10:30 - Matthew's Role in Educating and Mentoring Aspiring Investors 00:11:09 - Real Estate Market Insights and Strategies 00:12:05 - Overcoming the Fear of Property Investment 00:13:30 - The Impact of Market Shifts on Cash Flow and Property Value 00:14:40 - Balancing Professional Growth and Personal Life 00:15:50 - Matthew's Reflections on Fatherhood and Work-Life Balance 00:17:10 - Legacy, Values, and the Courage to Follow a Unique Path 00:18:05 - Navigating Work-Life Balance and Legacy 00:19:00 - Emphasizing Happiness, Generosity, and Authenticity 00:20:30 - Matthew's Advice: Embrace Being Different and Follow Your Own Path 00:21:45 - Closing Thoughts and Where to Learn More About Matthew Wessels 00:22:45 - Conclusion and Final Thoughts from Paul Dio 00:23:30 - Closing Remarks and Invitation to Leave a Review Episode Resources: Connect with Vladimir here and find more out about what they do: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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The Intersection of Real Estate and Tax Advisory
10/27/2025
The Intersection of Real Estate and Tax Advisory
Matthew Wessels, partner at Wessels Realty and Tax Advisors, takes center stage as he shares his compelling journey from the hills of New Hampshire to carving a unique niche in the real estate and tax advisory world. Matthew's story is a testament to the power of combining passions, as he skillfully marries his accounting background with a fervor for real estate development. Our conversation uncovers how he transitioned from the corporate treadmill to co-purchasing his first property, igniting a career that now stands at the intersection of real estate analysis, general contracting, and specialized tax advisory services. Matthew's insights into the Massachusetts rental market showcase both the challenges and opportunities that come with navigating market shifts, political influences, and evolving investment strategies. In a deeper exploration, we reflect on the balance between professional success and personal fulfillment. Matthew opens up about how fatherhood reshaped his priorities, leading to a transformation in his work-life balance through automation and delegation. His reflections on legacy, infused with values of authenticity, courage, and generosity, offer listeners a roadmap to crafting a meaningful life beyond societal expectations. This episode is a treasure trove of wisdom for those eager to learn from a visionary who has successfully integrated personal growth with professional achievement, all while maintaining the courage to follow his distinctive path. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:11 - Meet Matthew Wessels: Real Estate and Tax Advisory Innovator 00:00:37 - Matthew's New Hampshire Roots and Education at Bentley University 00:01:20 - Transition from Corporate Accounting to Real Estate Investment 00:02:45 - Building Wessels Realty and Tax Advisors: A Multifaceted Approach 00:04:10 - The Unique Blend of CPA Expertise and Real Estate Development 00:05:25 - The Complexity and Opportunities in Real Estate and Tax Advisory 00:06:30 - Market Fluctuations and Resilience in Massachusetts Rental Properties 00:07:55 - Political and Economic Influences on the Housing Market 00:09:10 - Trends in Homeownership and Investment Property Challenges 00:10:30 - Matthew's Role in Educating and Mentoring Aspiring Investors 00:11:09 - Real Estate Market Insights and Strategies 00:12:05 - Overcoming the Fear of Property Investment 00:13:30 - The Impact of Market Shifts on Cash Flow and Property Value 00:14:40 - Balancing Professional Growth and Personal Life 00:15:50 - Matthew's Reflections on Fatherhood and Work-Life Balance 00:17:10 - Legacy, Values, and the Courage to Follow a Unique Path 00:18:05 - Navigating Work-Life Balance and Legacy 00:19:00 - Emphasizing Happiness, Generosity, and Authenticity 00:20:30 - Matthew's Advice: Embrace Being Different and Follow Your Own Path 00:21:45 - Closing Thoughts and Where to Learn More About Matthew Wessels 00:22:45 - Conclusion and Final Thoughts from Paul Dio 00:23:30 - Closing Remarks and Invitation to Leave a Review Episode Resources: Connect with Matthew here and find more out about what they do: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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Harnessing Rhythm for Inspirational Leadership
10/13/2025
Harnessing Rhythm for Inspirational Leadership
Transformative Leadership and Business Innovation: Natalie Spiro's journey from Johannesburg to the CEO of Drum Cafe North America illustrates the power of adaptability and innovation in leadership. Her story highlights how interactive drumming became a transformative tool for team development and corporate engagement, leading to a unique business model that turns energy into inspiration. Resilience in the Face of Adversity: The episode delves into Natalie's strategic pivots during the COVID-19 pandemic, showcasing her resilience as she transitioned from live events to virtual operations. Her ability to navigate challenges, consolidate resources, and embrace personal growth serves as a testament to her strength and determination in maintaining business continuity. Strategic Growth and Team Development: As Drum Cafe scaled, Natalie focused on building a team-managed business, emphasizing the importance of strategic partnerships and logistical planning. Her experience in hiring and training facilitators, managing expenses, and adapting to corporate needs offers valuable insights for entrepreneurs looking to expand their operations. Legacy of Cultural Humility and Education: Natalie discusses her vision of leaving a legacy through a non-profit initiative aimed at improving social-emotional learning in schools. Her commitment to cultural humility and fostering future leaders reflects her passion for creating meaningful impact and inspiring the next generation. Tune in to explore Natalie's inspiring leadership journey, learn from her experiences in overcoming business challenges, and discover how she continues to pioneer a path of transformational leadership in uncertain times. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:01:10 - Natalie's Journey from Johannesburg to the U.S. 00:02:30 - Discovering Purpose Through Vision Exercise 00:04:00 - Encounter with Motorola and the Birth of Drum Cafe North America 00:06:15 - The Transformative Power of Interactive Drumming 00:08:30 - Importance of Valuing Work and Establishing Business Model 00:11:45 - Transitioning to Virtual Operations and Personal Development 00:13:00 - Rebuilding the Business Post-COVID 00:15:00 - Managing Strategic Partnerships and Scaling Challenges 00:17:30 - Adapting to Changes in Team and Corporate Needs 00:19:00 - Overcoming Adversity and Finding Inspiration 00:21:00 - The Impact of Cultural Humility and Ancestral Wisdom 00:23:30 - Natalie's Vision for a Non-Profit and Legacy 00:25:00 - Contact Information and Closing Remarks Episode Resources: Connect with Natalie here and find more out about Drum cafe: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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Fraud Detection and Digital Marketing In the age of AI
10/06/2025
Fraud Detection and Digital Marketing In the age of AI
Ready to shield your digital marketing efforts from the pervasive threat of ad fraud? Join us as we sit down with Rich Kahn, the visionary co-founder and CEO of Anura. With over two decades of expertise, Rich takes us through his journey of identifying a critical gap in the market and developing a robust ad fraud solution. From bots to malware, discover how Anura innovatively tackles fraudulent activities, significantly safeguarding advertisers' investments. Rich unpacks the sophisticated nature of ad fraud, especially with the rise of AI, and highlights the staggering financial implications that call for urgent attention. This episode promises to equip you with the knowledge to better understand and combat ad fraud, enhancing your ROI in the competitive landscape of digital marketing. Moreover, we navigate the complexities of pricing SaaS solutions, shedding light on the balance between development costs and competitive pricing. Rich shares invaluable insights into the strategic pricing journey, from establishing credibility with initial low prices to the importance of ROI in setting rates. As we explore the ever-evolving fraud detection landscape, Rich emphasizes the necessity of standardized approaches and the potential industry growth. With only a fraction of websites employing fraud detection solutions, we delve into the future risks that digital marketing expenditures face. Tune in to learn more about Anura's groundbreaking work and its pivotal role in the ongoing battle against ad fraud. Don't miss this opportunity to stay ahead of the curve in effectively managing your digital marketing investments. Timestamps 00:00:01 - Introduction and Welcome to Business Legacy Podcast 00:00:45 - Introduction to Rich Kahn and Anura's Origins 00:02:15 - Rich Kahn's Early Days and the Genesis of Anura 00:03:30 - Understanding Ad Fraud: Bots, Malware, and Human Actors 00:05:10 - The Role of AI in Fraud Detection and Challenges Faced 00:06:45 - Financial Impacts of Ad Fraud on Digital Marketing 00:09:03 - Introduction to Pricing Strategies for SaaS Solutions 00:10:00 - Balancing Development Costs and Competitive Pricing 00:11:30 - Importance of ROI in SaaS Pricing Models 00:12:45 - Grassroots Approach to Building an Initial Client Base 00:14:15 - Enhancing Fraud Detection Accuracy and Industry Challenges 00:15:30 - Importance of Standardization in Fraud Detection 00:16:45 - Anura's Commitment to Accuracy and Reliability 00:18:00 - Growth Potential in Fraud Detection and Industry Insights 00:19:30 - Parallels Between Digital Marketing Expenditure and the Dot-Com Bubble 00:20:45 - Conclusion and Final Thoughts from Rich Kahn 00:21:30 - Where to Find More Information About Anura Episode Resources: Connect with Rich here and find more out about fraud with an ebook and guides: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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Crafting a Legacy in Luxury Real Estate
09/29/2025
Crafting a Legacy in Luxury Real Estate
Ever wondered how strategic moves can reshape your career in real estate? Join us as we uncover the journey of Harrison Polsky, the principal of Katina Homes in Dallas, and learn how his transition from a commercial analyst to a prominent figure in the Dallas real estate scene became a game-changer. Harrison unfolds his path from being a residential broker to representing builders, navigating the challenges of the COVID-19 pandemic, and ultimately co-founding a successful venture. He reveals the dynamics behind Dallas's booming market, driven by the influx from places like New York and California, and the economic allure of no state income tax. Explore how major corporate relocations, like Goldman Sachs, are reshaping the city's landscape and discover the strategic insights that have set Harrison apart. But that's not all Harrison offers a rare glimpse into the luxury real estate market, sharing personal anecdotes that reveal the power of intuition, relentless hard work, and reinvestment. Discover his vision of creating a boutique hotel and wellness community, an ambitious project aligning with his passion for travel and wellness. Listen as he opens up about the profound satisfaction of providing for his family and maintaining life balance through personal routines. Harrison's reflections on shared family experiences over material possessions offer invaluable lessons for leaving a lasting legacy. Don't miss this chance to glean wisdom from Harrison's inspiring journey and learn how to elevate your own path in the real estate industry. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:45 - Harrison Polsky's Background and Early Career in Real Estate 00:02:30 - Transition from Commercial Analyst to Residential Broker 00:03:50 - Co-Founding Katina Homes During the COVID-19 Pandemic 00:05:15 - The Impact of Major Corporations Relocating to Dallas 00:06:30 - Dallas Real Estate Market Growth and Economic Opportunities 00:08:12 - Insights into the Luxury Real Estate Market 00:09:45 - The Role of Intuition and Reinvestment in Real Estate Success 00:11:00 - Personal Ambitions: Boutique Hotel and Wellness Community 00:12:30 - Balancing Career with Family and Self-Care Routines 00:14:00 - Teaching Children Through Travel and Global Experiences 00:15:30 - Reflections on Personal Fulfillment and Career Achievements 00:17:00 - Social Media and Ways to Connect with Harrison Polsky 00:18:00 - Closing Remarks and Appreciation for the Audience Episode Resources: Connect with Harrison here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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The Art of Trust and Technology
09/22/2025
The Art of Trust and Technology
What if empathy could be the cornerstone of great leadership? Join us on a transformative journey with Susan Odle, the visionary CEO of StorMagic, as she unravels the secrets behind her remarkable 30-year career in the tech industry. From her beginnings in sales to ascending to the role of CEO, Susan shares how listening and building trust have been pivotal in her leadership. As a woman and visible minority, she offers unique insights into balancing gut instincts with evidence-based decision-making to navigate the swiftly changing tech landscape. Discover StorMagic's strategic vision for growth in the edge virtualization market, where simplicity and trust are the keys to capturing new opportunities. Susan emphasizes the importance of maintaining customer trust amidst the challenges posed by competitors like Broadcom. She sheds light on the rewarding aspects of leadership, from fostering a motivated workforce to practicing radical candor in delivering feedback. Tune in to uncover how transparency and kindness can lead to lasting success and positive transformation in the world of technology. Timestamps 00:00:00 - Introduction and Welcome to the Podcast 00:00:45 - Susan Odle's 30-Year Journey in Tech 00:02:10 - Starting in Optical Character Recognition Sales 00:06:50 - Balancing Gut Instincts with Evidence-Based Decisions 00:08:30 - Technological Changes and Challenges in Recent Years 00:10:00 - The Fast Pace of AI and Processing Speed 00:14:30 - Leadership Gratification: Helping Others Succeed 00:18:30 - Creating a Flat Organizational Structure for Better Decision Making 00:22:30 - StorMagic's Growth Potential and Technological Innovation 00:24:00 - The Importance of Customer Trust and Service 00:28:00 - Where to Find More Information About Susan Odle and StorMagic Episode Resources: Connect with Susan here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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The Power of Community and AI in Entrepreneurship
09/08/2025
The Power of Community and AI in Entrepreneurship
Imagine navigating the often isolating world of entrepreneurship, only to discover a thriving community waiting to support you. On the Business Legacy Podcast, I sit down with Graeme Barlow, CEO of Iversoft and founder of FounderLink, to reveal how the power of human connections is reshaping the entrepreneurial landscape. We discuss the duality of AI in networking how it both facilitates mass communication and underscores the irreplaceable value of in-person interactions. With Graeme's insights, we examine the surge in popularity of community events like founder dinners and unravel the shared challenges that bind founders, from managing payroll to generating revenue. In our conversation, we highlight the profound impact of authentic connections and peer support in overcoming initial fears and misconceptions common among entrepreneurs. Discover how these networks not only offer solutions but also foster the accountability needed to turn visions into reality. Graeme and I share personal stories about creating safe spaces for founders to discuss real challenges without the noise of sales pitches or political debates. These supportive environments are where serendipitous encounters lead to significant personal and professional milestones, proving that a strong community is indispensable in guiding entrepreneurs to success. Tune in to uncover the essence of being a founder and the invaluable role of community in this journey. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:37 - Introduction of Graeme Barlow, CEO of Iversoft and Founder of FounderLink 00:01:20 - Discussing the Role of Community and AI in Entrepreneurship 00:04:54 - Importance of Human Interaction and Connection for Founders 00:06:10 - Defining What It Means to Be a Founder 00:08:30 - The Coaching Industry's Impact on Entrepreneurial Growth 00:11:02 - Building Authentic Connections Through Community Support 00:13:15 - Overcoming Initial Misconceptions in Entrepreneurship 00:15:00 - Organizing Founder Dinners to Enhance Networking Opportunities 00:18:30 - Creating a Supportive Community Free from Sales and Politics 00:20:45 - Sharing Personal Journeys and Entrepreneurial Challenges 00:23:00 - Focus on Steady Growth and Avoiding Fleeting Trends 00:25:30 - Conclusion and Final Thoughts from Graeme Barlow 00:26:45 - Closing Remarks and Where to Find More Information About Graeme Barlow and FounderLink Episode Resources: Connect with Graeme here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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Redefining Success Through Technology and Integrity
09/01/2025
Redefining Success Through Technology and Integrity
Let’s talk secrets to pioneering successful and transformative leadership with Mark Lewis, the visionary behind Evolved Media AI. Ever wondered how a former IBM expert could reshape Louisiana's tech industry and introduce a groundbreaking media synthesis technology? Join us as Mark unveils his journey from the early internet days to his current role in revolutionizing how personal media is transformed into cohesive videos. His patented "video GPT of chat GPT" technology promises to change the landscape of digital storytelling, and he shares insightful lessons learned along the way. As a passionate entrepreneur and executive coach, Mark dedicates himself to nurturing small business growth, offering a glimpse into his commitment to technological innovation and community impact. Navigate the complex terrain of hiring practices with us, where Mark and I unravel the art of deciphering candidates' egos to ensure integrity transcends into the workplace. Reflecting on a personal odyssey of writing a book and aiding a reformed mafia member, Mark illustrates the profound fulfillment derived from helping others. We challenge the cultural lean towards self-centeredness and champion the virtues of selflessness and transparency. As we close this insightful conversation, we extend a heartfelt invitation to our listeners to share their thoughts via reviews and immerse themselves further in the wealth of resources available at businesslegacypodcast.com. Join our community and continue exploring the legacies that shape the business world. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:14 - Mark Lewis's Journey from IBM to Entrepreneurial Success 00:03:20 - Transforming Louisiana's Technological Landscape 00:06:15 - Introduction of Evolved Media AI and "Video GPT of Chat GPT" 00:09:45 - Mark's Role in Executive Coaching and CEO Roundtables 00:13:40 - Hiring for Skills and Evaluating Ego in Interviews 00:14:20 - Importance of Integrity and Transparency in Business 00:17:00 - Personal Stories: Writing a Book and Helping a Reformed Mafia Member 00:18:28 - Podcast Farewell and Encouragement for Listener Engagement 00:18:45 - Closing Remarks and Where to Find More Information on Business Legacy Podcast Episode Resources: Connect with Mark here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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Building Pathways for Student Success
08/25/2025
Building Pathways for Student Success
Jessica Bartnick, co-founder and CEO of Foundation for C.H.O.I.C.E, joins us to illuminate the power of mentorship in transforming the lives of students from low socioeconomic backgrounds. With "CHOICE" meaning "Consider how One Individual Changes Everything," Jessica shares how her organization's mission is deeply personal, inspired by her husband's success as a first-generation college graduate. We explore how the foundation navigates the complexities of the college application process, connecting students with mentors who guide them through a transformative 27-week curriculum. This structured support has led to an impressive 85% graduation rate among participants, flipping the script on dropout statistics that often overshadow students from challenging backgrounds. Step into the world of business integration as we discuss how the Foundation for Choice provides critical exposure to professional environments, forming partnerships with businesses to sustain its impactful work. The stories of Law, a refugee from Burma who triumphed over adversity to earn a full scholarship and pursue a medical career, and Stephen, who leveraged the program to build a successful life in banking, serve as testaments to the foundation's success. As Jessica underscores the vital role of donations in maintaining their work, we invite you to support this life-changing mission by visiting their website and engaging with their social media platforms. Don't forget to leave a review for the Legacy Podcast to help us reach more listeners eager to hear such inspiring stories. Timestamps 00:00:00 - Introduction and Welcome to the Business Legacy Podcast 00:00:10 - Introduction of Jessica Bartnick and the Foundation for Choice 00:01:20 - The Meaning Behind "CHOICE" and the Program's Inspiration 00:02:45 - Navigating the College Application Process and Program Structure 00:04:30 - Success Rate and Impact on Graduation Statistics 00:06:15 - Identifying and Supporting Students in the Middle Range 00:09:58 - Empowering Youth Through Business Integration 00:10:30 - Strategic Partnerships with Businesses and Program Funding 00:11:45 - Success Story: Law's Journey from Refugee to Medical School 00:13:00 - Success Story: Stephen's Path to a Banking Career 00:14:00 - The Role of Donations and How to Support the Foundation 00:15:00 - Closing Remarks and Call to Action for Listeners 00:15:30 - Encouragement to Leave a Review and Final Thoughts 00:16:00 - Where to Find More Information About the Podcast and Foundation Episode Resources: Connect with Jessica here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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Beyond Numbers Embracing Entrepreneurial Passion
08/18/2025
Beyond Numbers Embracing Entrepreneurial Passion
Discover the transformative journey from corporate finance to entrepreneurial success with Shanli Liu, founder of Freedom Folio. What if leaving a steady career could lead to a more fulfilling life and business? Shanley’s story is a testament to resilience and the power of personal connections, tracing her path from a childhood fundraising event in China to establishing her own CPA practice in Boston. The episode offers a candid look at the pivotal moments that fueled her transition, including learning from a seasoned CPA and leveraging her corporate experience to launch her own firm after motherhood inspired a new direction. Learn how tax planning can elevate your practice management strategies with insights from Shanley's collaboration with POSBOT and her mentor, Tyler Thompson. The episode explores her evolved mindset from merely fulfilling tasks to embracing the entrepreneurial spirit, emphasizing the importance of strategic client selection and holistic tax planning. Shanley's experiences underscore the necessity of educating clients about tax complexities and the pitfalls of fragmented approaches. Discover practical solutions for scalable client education that combat industry-wide misinformation, ensuring both practitioners and clients are aligned in achieving financial success. Explore the balancing act of entrepreneurship and personal life, as Shanli addresses the challenges of setting boundaries. Through personal anecdotes, including the extreme of taking a client call during labor, the conversation sheds light on the pressures faced by professionals, particularly women, in juggling work and family. Drawing inspiration from Tim Urban, the discussion highlights the need to prioritize family time amidst professional commitments. This episode is a heartfelt reminder of the importance of boundaries to prevent burnout and ensure you remain present for those who matter most. Timestamps 00:00:00 - Introduction and Welcome to the Podcast: Shanli Liu's Journey 00:00:12 - Shanley's Early Life and Inspiration from China 00:02:05 - Transition from Corporate Finance to Entrepreneurship 00:03:30 - Founding Freedom Folio and Building a CPA Practice 00:06:45 - Balancing Motherhood and Entrepreneurship 00:09:15 - Importance of Learning to Say No in Business 00:11:37 - Embracing Entrepreneurial Mindset through Tax Planning 00:12:45 - Lessons from POSBOT and Training with Tyler Thompson 00:14:30 - Strategic Client Selection for Scalable Tax Planning 00:16:10 - Addressing Fragmented Tax Planning and Client Education 00:18:27 - Holistic Financial Planning for Small Business Owners 00:19:30 - Collaborating with Financial Advisors for Diversification 00:21:00 - Setting Boundaries to Maintain Work-Life Balance 00:22:36 - Challenges of Overworking and People-Pleasing 00:24:00 - Societal Pressures on Women Entrepreneurs 00:25:30 - Reflection on Family Prioritization and Tim Urban's Work 00:27:00 - Conclusion: Aligning Professional Success with Personal Well-being Episode Resources: Connect with Shanli here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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Harnessing Financial Expertise for Business Growth
08/11/2025
Harnessing Financial Expertise for Business Growth
Curious about how to strategically navigate today's volatile business world? Get ready to unlock the secrets of financial success as John Frank, the seasoned CEO and founder of Third Road Management, shares his transformative journey from Wall Street heavy-hitter to the mastermind behind a consultancy that empowers small to mid-sized businesses. Discover how his unique experience with a fast-growing nonprofit illuminated the need for forward-thinking financial strategies, beyond the confines of traditional accounting. Gain invaluable insights on how businesses can tackle modern challenges like fluctuating interest rates and capital spending, and learn the critical times to bring a fractional CFO on board to supercharge growth or break through stagnation. Explore the dynamic intersection of finance and technology as John reflects on pivotal roles in his career, including quality of earnings and leverage finance, and the lessons learned from the turbulent economic times. With a keen eye on the impact of AI, John dissects both the potential and hurdles for small and mid-sized businesses in adopting cutting-edge technology. Understand the strategic moves behind building a resilient team at Third Road Management and see how fractional CFO services offer unparalleled value. This episode is a treasure trove of insights into how strategic financial leadership can drive not just growth but resilience in an ever-shifting economic landscape. Timestamps 00:00:01 - Introduction and Welcome to the Podcast 00:00:30 - John Frank's Transition from Wall Street to Consulting 00:01:45 - Identifying a Gap in Financial Strategies for SMEs 00:03:00 - The Role of a Fractional CFO in Business Growth and Stagnation 00:05:15 - Navigating Economic Challenges: Interest Rates and Capital Expenditure 00:07:03 - Exploring John's Early Finance Roles and Experience in Leveraged Finance 00:08:20 - Insights into Capital Markets and Value Investing from Distressed Investors 00:11:45 - Overcoming Obstacles to AI Adoption in Traditional Industries 00:15:30 - Strategic Decisions Behind Team Growth and Full-Time Hiring 00:17:00 - The Value Proposition of Fractional CFO Services 00:18:30 - Unique Positioning in the Accounting Service Space 00:22:00 - The Blue Ocean Opportunity for Third Road Management 00:24:00 - Reflections on Growth and Maintaining Vision and Mission 00:25:45 - Fostering a Positive Company Culture and Achieving Recognition 00:27:30 - Where to Find More Information About John Frank and Third Road Management 00:28:00 - Closing Remarks and Final Thoughts from John Frank Episode Resources: Connect with John and fill out the form here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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The Art of Positive Leadership and Team Culture
08/04/2025
The Art of Positive Leadership and Team Culture
What if the key to navigating career pivots, global uncertainty, and personal reinvention was simply learning to listen to your gut, your experiences, and the world around you? In this episode, we sit down with Rhett Power author, speaker, and executive coach whose journey spans from Clear Channel Communications to the Peace Corps in Uzbekistan to co-founding a thriving toy company. Through bold transitions and unexpected turns, Rhett reveals how following his instincts became his most reliable compass. We explore the emotional highs and lows of entrepreneurship, especially what happens after the exit and why no one talks about it enough. Rhett shares how executive coaching, when rooted in accountability and lived experience, can transform how leaders show up for themselves and their teams. But this isn’t just a business conversation. It's a global one. Rhett brings stories of resilience and gratitude from some of the world’s poorest countries, reminding us how simplicity and service can shape our values. We dig into his take on technology, the rise of AI, and how to stay optimistic in a future that often feels uncertain. From mindset and leadership to legacy and perspective, this episode invites you to rethink success and find joy in the unexpected. Timestamps 00:00:00 - Introduction to the Business Legacy Podcast 00:00:09 - Meet Rhett Power: Author, Speaker, Executive Coach 00:00:45 - From Clear Channel Communications to the Peace Corps 00:01:30 - Founding a Children's Toy Company 00:02:15 - Trusting Instincts and Career Changes 00:03:00 - Post-Business Exit Challenges and New Opportunities 00:04:00 - Rhett's Executive Coaching Approach 00:05:00 - Entrepreneurial Insights and Coaching Accountability 00:06:30 - Career Transitions, Self-Awareness, Adaptability 00:08:38 - Shifting from Entrepreneurship to Global Awareness 00:09:15 - Embracing Technology and AI 00:10:00 - Lessons on Gratitude and Simplicity 00:11:00 - Philanthropy and Giving Back 00:12:00 - Balancing Ventures and Personal Growth 00:15:07 - Rhett's Writing Journey 00:16:00 - "One Million Frogs" and Toy Company Lessons 00:17:00 - Insights from "The Entrepreneur's Book of Actions" 00:18:00 - Upcoming Book "Head of Mentals" on Self-Talk 00:19:00 - Leadership Self-Talk and Team Dynamics 00:20:00 - Reframing Negative Self-Talk in Teams 00:21:00 - Transforming Negative Team Dynamics 00:23:00 - Balancing Life Experiences 00:24:00 - Conclusion and More on Rhett Power 00:27:00 - Closing and Review Encouragement Episode Resources: Connect with Rhett here for more information: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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Crafting Success in the Digital Landscape
07/28/2025
Crafting Success in the Digital Landscape
What happens when a seasoned corporate professional takes the leap into entrepreneurship, fueled by the inspirations of Gary Vaynerchuk and the timeless wisdom of Mr. Rogers? Join us for an insightful conversation with Eric Ritter, founder of Digital Neighbor, as he shares his journey from the structured confines of a corporate career to the dynamic realm of running his own agency. Eric opens up about the initial hurdles he encountered, highlighting how strategic experimentation and resourceful decision-making became his compass in navigating the entrepreneurial landscape. Gain a fresh perspective on the mindset shift needed to flourish as an entrepreneur, and learn how Eric managed to weave his passion for SEO and wine into a unique offering the SEO sommelier experience. In a fascinating exploration of marketing's evolving landscape, we tackle the impact of AI on both marketing channels and the creative industries. From the enduring touch of direct mail to the artistry of handmade versus AI-generated animations, discover how businesses can adapt to these technological shifts. Eric's innovative SEO sommelier concept brings a refreshing twist, aiming to demystify the world of digital marketing much like a sommelier does with the complexities of wine. Uncover how "sip and searches" make SEO accessible and engaging, and rethink the focus from vanity metrics to tangible ROI in the age of AI-driven search behaviors. Join us for a conversation rich with insights and creative approaches to digital marketing. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:37 - Eric Ritter's Transition from Corporate to Entrepreneurship 00:02:10 - The Influence of Gary Vaynerchuk and Mr. Rogers 00:03:45 - Initial Challenges of Starting Digital Neighbor 00:05:20 - Strategic Experimentation and Resource Management 00:06:55 - Mindset Shift Required for Entrepreneurial Success 00:09:24 - Exploration of Evolving Marketing Channels and AI 00:11:00 - Cost-Effectiveness and Impact of Direct Mail 00:12:30 - The Role of AI in Changing Search Behaviors 00:14:00 - Introduction to the Concept of the SEO Sommelier 00:15:45 - Combining SEO and Wine for Engaging Marketing 00:17:10 - Networking and Building Community Through Sip and Searches 00:18:50 - Strategic Adjustments and the Importance of ROI 00:20:30 - The Art and Science of Marketing Mastery 00:22:00 - Balancing Traditional and Digital Marketing Strategies 00:23:45 - Final Thoughts and Reflections on Entrepreneurship 00:25:15 - Closing Remarks and Where to Find More Information About Eric Ritter and Digital Neighbor Episode Resources: Connect with Eric here for more information: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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Building Lasting Business Value in the Age of AI
07/21/2025
Building Lasting Business Value in the Age of AI
What if you could transform your business by embracing cutting-edge technology and innovation? Join us for an eye-opening conversation with Jay Kulkarni, CEO of Theorem, who shares his remarkable journey of adapting to the fast-paced world of digital innovation. With over two decades of experience, Jay provides a masterclass in future-proofing your business, diving into the pivotal role of automation and AI in redefining business models for long-term success. From the revolutionary solution Upward to the intricacies of video commerce, discover how technology can streamline operations and create lasting value. Explore the profound impact of AI across industries as we unravel its efficiency in transforming sectors like pharma and media. Jay articulates the significance of identifying and alleviating friction points in advertising sales through technological advancements. But the conversation doesn't stop there. We also discuss the essential skills entrepreneurs need as their ventures grow, the strategic importance of investing in team development, and the art of risk management. Through stories of resilience during economic challenges, learn about the importance of playing the long game and nurturing internal talent to thrive in an ever-evolving market. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:04 - Conversation with Jay Kulkarni, CEO of Theorem 00:00:20 - Jay's Two-Decade Career in the Digital Space 00:01:00 - Importance of Adapting Business Models with Technological Change 00:02:30 - Integration of Automation and AI in Business Operations 00:04:03 - The Transformative Impact of AI in Various Industries 00:05:00 - AI's Role in Revolutionizing Processes and Creating New Value 00:06:30 - Discussion on Robotic Process Automation and Language Models 00:07:45 - Applications of AI in Pharma and Biosciences 00:09:00 - Projects Like Upward and Video Commerce Initiatives 00:10:30 - Friction Points in Media Advertising Sales 00:11:45 - Evolving Skills Needed for Entrepreneurs 00:13:31 - Evolution and Adaptation Strategies for Long-Term Success 00:14:45 - Emphasizing the Importance of Cross-Skilling and Up-Skilling 00:16:00 - Reflections on Economic Hardships and Risk Management 00:17:15 - Importance of Attitude and Soft Skills in Hiring 00:18:30 - Fostering Resourcefulness in Teams 00:19:45 - Navigating the Challenges of Legacy Business Owners 00:21:00 - Investing in Teams and Creating New Career Opportunities 00:22:15 - Tough Decisions During Economic Downturns 00:23:30 - Leadership Style and Communication Strategies 00:24:45 - Evolution from Web 1.0 to Web 3.0 00:26:00 - The Legacy of Value Creation and Servant Leadership 00:27:15 - Stories of Former Employees and Their Successes 00:28:30 - Conclusion and Final Thoughts from Jay Kulkarni 00:29:45 - Closing Remarks and Where to Find More Information About Theorem Episode Resources: Connect with Jay here for more information: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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Business Growth through Community Engagement
07/07/2025
Business Growth through Community Engagement
Can businesses truly stand out in the sea of AI-generated content flooding the digital world? With a promise to unveil innovative strategies, we engage with Jon Logan, the visionary founder of Greenlit Growth Strategies, to dissect the transformative power of online communities. By sharing unique tactics like reimagining traditional marketing methods with a modern flair such as using road signs for workshops we explore how companies can forge stronger connections with their audience amidst the overwhelming influx of digital noise. This episode offers a compelling examination of how industries can cross-pollinate ideas within these communities, helping businesses not just survive but thrive in a crowded marketplace. Shifting gears, we delve into the practical applications of AI in content creation and the indispensable value of professional communities. What does it take to truly stand out in a world where Canva templates are ubiquitous? We break down the importance of moving beyond generic solutions by integrating AI into daily workflows, from idea generation to personal communication. Jon and I unpack the concept of maker time versus manager time, advocating for structured schedules that amplify creative productivity. We also shine a light on the often-overlooked benefits of professional communities networking, shared learning, and camaraderie that become catalysts for personal growth and business success in this fast-paced digital era. Timestamps 00:00:00 - Introduction and Welcome to the Business Legacy Podcast 00:01:15 - Introducing Jon Logan, Founder of Greenlit Growth Strategies 00:02:30 - The Future of Online Communities Amid AI Content Surge 00:04:45 - Using Traditional Marketing Tactics with a Modern Twist 00:06:10 - Challenges Faced by Business Owners in the Digital Era 00:09:00 - Evolution of Content Creation Tools and AI Integration 00:10:30 - The Role of AI in Idea Generation and Content Creation 00:11:45 - Exploring Maker Time vs. Manager Time for Productivity 00:13:15 - Networking and Support in Professional Communities 00:14:45 - The Unconventional Marketing Success Stories 00:17:00 - Leveraging Podcasting as a Strategic Business Tool 00:18:30 - Building a Marketing Machine for Business Growth 00:20:00 - Jon Logan’s Personal Success Stories in Marketing 00:21:45 - Overcoming Marketing Challenges with Unique Approaches 00:23:15 - Personal Satisfaction from Community Engagement 00:24:45 - Final Thoughts on the Power of AI and Communities 00:26:00 - Where to Find More About Jon Logan and Greenlit Growth Strategies 00:27:00 - Closing Remarks and Invitation to Leave a Review Episode Resources: Find out more about Jon at: And Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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The Power of Peer Support in Career Pivots and Tech Transitions
06/30/2025
The Power of Peer Support in Career Pivots and Tech Transitions
What if the uncertainty you're feeling about your career path is more common and more solvable than you think? In this episode, Khushboo Sheikh tech leader and founder of Tech Exploration shares how community, storytelling, and strategic self-awareness can turn doubt into direction. Hear the real-life story of Subhan Ali’s pivot from a civil engineering PhD to leading AI product development at NVIDIA, and discover how to spot the untapped skills and passions that could fuel your own transition. We dive deep into the unique challenges women face during major life changes like maternity leave, explore the underappreciated role of Technical Account Managers, and reveal how peer groups can offer clarity and confidence at every stage of your career. Whether you're debating a move into management or wondering what’s next, this episode offers tactical insights and inspiring reminders that you don’t have to navigate change alone. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:30 - Introduction of Khushboo Shaikh, Dynamic Technology Leader and Advocate for Women in Tech 00:01:15 - Discussing the Inception and Mission of Tech Exploration 00:02:30 - The Concept of Career Pivots and Leveraging Skills Across Roles 00:03:45 - Highlighting Subhan Ali's Transition from Civil PhD to AI Product Lead at NVIDIA 00:05:00 - Insights into Motivations, Challenges, and Transferable Skills in Career Pivots 00:08:13 - Exploring Peer-to-Peer Groups and Their Role in Career Transitions 00:09:00 - Understanding Diverse Career Roles Like Technical Account Managers 00:10:00 - Balancing Career Transitions with Motherhood and Personal Challenges 00:11:30 - Personal Anecdotes from Mothers in Tech on Career and Motherhood Balance 00:12:45 - The Importance of Recognizing Core Competencies and Passions 00:13:45 - Proactively Seeking Opportunities to Build Experience and Confidence 00:15:00 - Conclusion and Where to Find More Information About Tech Exploration 00:16:00 - Closing Remarks and Encouragement to Engage with the LinkedIn Community Episode Resources: Connect with Khushbu here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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Unveiling the World of Ghostwriting: Insights, Challenges, and the Future
06/23/2025
Unveiling the World of Ghostwriting: Insights, Challenges, and the Future
Can you imagine building a successful career while staying hidden in the shadows? Join us on the Business Legacy Podcast as we chat with Marsha Layton-Turner, the insightful founder of the Association of Ghostwriters. Marsha shares her unique journey into the world of ghostwriting, where the art of storytelling meets the necessity of anonymity. We uncover the mysterious concept of recognition estrangement and challenge the notion that ghostwriters must always long for the spotlight. Learn why a close-knit community and an abundance mindset are essential for these behind-the-scenes literary architects, and discover how they thrive by embracing collaboration over competition. Peek into the future of ghostwriting as we tackle the delicate balance between maintaining anonymity and building a reputation. Marsha offers her thoughts on the impact of AI technology on the industry, cautioning against its potential pitfalls. She also reveals how human creativity remains irreplaceable in crafting unique, impactful narratives. With Marsha’s insights, understand the evolving techniques ghostwriters use to enhance their craft and manage multiple projects with confidence. Whether you're an aspiring writer or a seasoned professional, this episode is packed with invaluable advice and inspiration from the heart of the ghostwriting world. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:09 - Introduction of Marsha Layton-Turner and Her Journey into Ghostwriting 00:01:30 - Founding the Association of Ghostwriters 00:03:15 - Recognition Estrangement in Ghostwriting 00:05:00 - The Importance of Community and Abundance Mindset in Ghostwriting 00:09:14 - Navigating Anonymity and Credibility in Ghostwriting 00:10:30 - Building Reputation in Ghostwriting Without Revealing Specific Works 00:11:45 - The Role of AI in Ghostwriting and Its Potential Downsides 00:15:23 - Evolution of Ghostwriting Techniques and the Impact of AI 00:17:00 - Balancing Efficiency and Craftsmanship in Ghostwriting 00:18:30 - Managing Multiple Projects and Learning from Peers 00:20:00 - Monthly "Office Hours" for Sharing Insights and Strategies 00:22:00 - Encouragement to Join the Association of Ghostwriters for Resources and Networking 00:23:45 - Conclusion and Final Thoughts from Marsha Layton-Turner 00:25:00 - Closing Remarks and Where to Find More Information About the Association of Ghostwriters Episode Resources: Find out more about Marcia and the association of ghost writers: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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Breaking into Cannabis: How to Build a Clean Brand Consumers Trust
06/09/2025
Breaking into Cannabis: How to Build a Clean Brand Consumers Trust
Imagine transitioning from the fast-paced world of investment banking to pioneering a clean cannabis brand. That's exactly what Dayj Pilla did, and her journey is nothing short of inspiring. In our latest episode of the Business Legacy Podcast, Dayj invites us into her world, sharing how her formative years at the University of Virginia and a pivotal internship at JP Morgan during the 2008 financial crisis shaped her career path. Despite her success in finance, Dayj felt the entrepreneurial pull, driven by her father's small business influence and her own desire for a more meaningful pursuit. Her story is a testament to resilience and the courage to follow one's passion into uncharted territories. Listeners will gain insights into the world of clean cannabis as Dayj discusses her experiences in identifying harmful industry practices and the innovative steps her brand, TribeTokes, has taken to ensure transparency and product safety. Dayj shares how focusing on quality and customer education has not only set her brand apart but also built a loyal community of informed consumers. She candidly addresses the challenges of being a trailblazer in a burgeoning market, from product development to navigating regulatory landscapes, all while maintaining a commitment to ethical practices and consumer well-being. Beyond business, Dayj opens up about the balancing act between entrepreneurship and family life. She reflects on how her career shifts have impacted her family dynamics and the conscious effort required to be present with her children. Dayj's journey reveals the intricacies of such a balance, where personal and professional worlds intersect. This episode is filled with wisdom, authenticity, and a powerful narrative of creating a lasting legacy in the cannabis industry, leaving listeners inspired by Dayj's dedication and vision. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:30 - Dayj Pilla's Early Life and Academic Years at the University of Virginia 00:01:45 - Experience as an Investment Banker during the 2008 Financial Crisis 00:03:15 - Transition to Entrepreneurship and Real-Life MBA Experience 00:05:14 - Navigating the Clean Cannabis Market and Starting TribeTokes 00:06:45 - Importance of Transparency and Quality in Cannabis Products 00:09:42 - Challenges and Rewards of Entrepreneurship in the Cannabis Industry 00:11:10 - Customer Feedback and Its Role in Product Development 00:12:30 - Expanding into New Markets: New York and New Jersey Prospects 00:14:41 - Balancing Business and Family Life 00:16:00 - Insights on Being Present with Family and Limiting Phone Use 00:17:30 - Reflecting on Career Journey and Personal Growth 00:19:00 - Conclusion and Final Thoughts from Dayj Pilla 00:20:30 - Closing Remarks and Where to Find More Information About TribeTokes Episode Resources: Find out more about Dayj and the well-known cannabis here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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Transforming Hardship into Success: Resilience, Strategy, and Building a Thriving Business
06/02/2025
Transforming Hardship into Success: Resilience, Strategy, and Building a Thriving Business
What if a simple pencil and paper could transform a failing business into a flourishing empire? Join me as I sit down with RJon Robins, the inspiring co-founder of How to Manage a Small Law Firm, to uncover the remarkable journey of resilience and strategic reinvention that led him from the brink of financial ruin to entrepreneurial success. RJon shares the heart-wrenching decision he faced when prioritizing his wife's health over his struggling business, a pivotal moment that catalyzed a strategic overhaul. Through his candid narrative, discover the power of setting clear goals and the relentless hustle needed to turn adversity into opportunity, using nothing more than grounded discipline and a fresh perspective. But the evolution doesn’t stop with Arjon's story. We unwrap the complexities of entrepreneurial growth, emphasizing the importance of shedding outdated beliefs to embrace change. I share insights on how my views have shifted over the years, particularly in managing small law firms, discovering that the path to success often requires a "zero sunk cost mentality." From humorous tales of my first private flight with family and friends to the deep reflections on gratitude and legacy, this episode is a heartfelt exploration of commitment, perseverance, and the lasting impact we wish to leave for future generations. Whether it's writing letters to my younger self or pondering the example I set for my son, we tackle the profound question of what truly defines a successful life. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:11 - RJon Robbins' Journey and Pivotal Life Moment 00:00:45 - Balancing Personal Crisis with Business Challenges 00:01:20 - RJon's Strategic Shift Using Simple Tools 00:03:10 - Overcoming Financial Distress with Resilience 00:05:05 - Transition from Financial Hardship to Business Success 00:07:00 - Importance of Strategic Goals and Adaptability 00:08:50 - Entrepreneurial Growth and Embracing Change 00:10:50 - Shifting Perspectives on Managing Small Law Firms 00:12:00 - Importance of Zero Sunk Cost Mentality 00:14:00 - Reflecting on Past Business Advice and Missteps 00:16:30 - The Significance of Personal Growth and Updated Wisdom 00:18:53 - Personal Journey of Gratitude and Legacy 00:20:00 - Reflections on Family and Life Milestones 00:22:15 - Achieving Financial Stability and Paying Off Mortgage 00:23:45 - Intentional Gratitude and Appreciating Progress 00:25:10 - Writing Letters to Former Self and Future Legacy 00:27:00 - Final Thoughts on Commitment and Family Values 00:28:30 - Closing Remarks and Reflection on Leaving a Legacy Episode Resources: Find out what RJon is up to here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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Empowering Your Business Exit with Insights from The Escape Artist
05/26/2025
Empowering Your Business Exit with Insights from The Escape Artist
What if you could escape the grind of business ownership and step into a new chapter with confidence and insight? In our latest episode, we welcome John Martinka from Martinka Consulting, also known as "The Escape Artist," who shares his expertise on transitioning out of a business. John's unique journey into consulting, fueled by a blend of serendipity and mastermind group inspiration, is as enlightening as it is motivating. We explore the intriguing dynamics of business sales, where well-managed, profitable businesses find buyers despite an inefficient market. The conversation highlights the power of referrals in opening new doors and the art of matching enthusiastic, experienced buyers with honest and well-run businesses. Navigating through the complexities of business transitions, we underscore the critical need for a well-thought-out exit strategy. John brings to light the importance of having a clear motivation behind selling, especially for those not planning to retire soon, to avoid skepticism from potential buyers. Through insightful stories, like that of a business owner who boosted profits by effectively delegating tasks, we unravel the benefits of reducing owner dependency. Delve into the MAC and MRE frameworks for assessing readiness and compatibility, and discover why less owner involvement can lead to seamless transitions. This episode is packed with valuable insights that aim to provide a comprehensive understanding of selling a business successfully. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:37 - John Martinka's Journey into Consulting and Becoming "The Escape Artist" 00:02:05 - Insights into the Business Sales Market and the Importance of Referrals 00:04:00 - Engaging with Buyers and Sellers: Experience, Enthusiasm, and Honest Businesses 00:07:28 - The Importance of a Well-Thought-Out Exit Strategy and Clear Motivation for Selling 00:09:45 - The Role of Delegation in Increasing Profits and Reducing Owner Dependency 00:11:30 - MAC and MRE Frameworks: Assessing Readiness and Compatibility in Business Sales 00:14:00 - The Significance of Terms and Transition in Business Sales 00:16:15 - Addressing Skepticism and the Need for a Plan in Retirement 00:18:00 - Transitioning Ownership: Lessons from a Successful Business Sale 00:20:00 - Relationship Building and the Emotional Journey of Business Sales 00:22:30 - The Legacy of Caring for Employees During Business Transitions 00:24:00 - John Martinka's Personal Legacy: Giving Back and Community Involvement 00:26:00 - Conclusion and Final Thoughts from John Martinka 00:27:15 - Closing Remarks and Where to Find More Information About John Martinka and His Work Episode Resources: Find out what John and his daughter are up to here: & Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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Startups, Survival, and Self-Mastery: Lessons from 30 Years as a Founder
05/19/2025
Startups, Survival, and Self-Mastery: Lessons from 30 Years as a Founder
Imagine stepping into the role of CEO at just 19 years old, navigating the whirlwind of business growth while wrestling with the weight of immense responsibility. That's precisely what our guest, Wil Schroter, founder of startups.com, experienced. Through candid reflections, he shares personal milestones that marked both triumphs and tribulations, revealing how the relentless pursuit of stability shaped his entrepreneurial path. Despite achieving financial success, Wil opens up about the physical and mental toll of overworking, emphasizing the crucial lessons in self-care and health he gained later in life. We tackle the nuances of ageism and leadership through Wil's experiences as a young CEO in the 1990s. His natural curiosity and passion for understanding people became his guiding force, allowing him to see beyond the surface and embrace empathy in business. Discover the origins of startups.com and how a period of managing multiple ventures led Wil to reevaluate his priorities, thanks to insights from his wife. This journey underscores the importance of aligning actions with values and reassessing what truly matters, especially in the ever-evolving startup landscape. Balancing work, health, and family emerges as a central theme, with a focus on maintaining personal connections within growing companies. Wil shares his insights on setting boundaries and preventing work from consuming every waking moment, a challenge many founders face. From the necessity-driven roles in early-stage companies to the adaptability required for scaling, his story offers valuable lessons for entrepreneurs aiming to harmonize business aspirations with personal well-being. Join us as we explore these compelling themes and gain a deeper understanding of the motivations and priorities that define a successful entrepreneurial journey. Timestamps 00:00 - Introduction and Welcome to the Legacy Podcast 00:37 - Reflecting on Wil's Journey from Young CEO at 19 01:20 - The Immense Pressure and Responsibility of Rapid Business Growth 02:15 - Personal Costs of Success: Physical and Mental Toll 03:05 - The Fear of Instability Rooted in Challenging Upbringing 04:00 - Insights on Health and Self-Care Learned Later in Life 04:55 - Navigating Ageism and Seniority as a Young CEO in the 1990s 06:00 - The Power of Curiosity and Asking Questions in Leadership 08:05 - Realization of What One Can Do vs. What One Should Do 11:07 - Exploring Startup Evolution and Learning from Mistakes 12:00 - Aligning Business Ventures with Personal Values and Passion 13:00 - Pivot from Fundable.com to Startups.com as Core Business 14:00 - The Necessity of Adaptability in Staffing and Leadership 16:00 - Maintaining Close Personal Connections Within Organizations 17:00 - Setting Boundaries to Prevent Work from Encroaching on Personal Life 19:00 - Insights into Creating Longevity and Sustainability in Entrepreneurship 21:00 - Encouragement to Teach and Inspire Future Entrepreneurs 22:00 - Wil's Commitment to Helping Others Build Their Own Destiny 24:00 - Where to Find More Information About Startups.com and Wil's Work 25:00 - Closing Remarks and Gratitude from the Podcast Host Episode Resources: Find out what Wil is up to here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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ION's Evolution and the Art of Leadership
05/12/2025
ION's Evolution and the Art of Leadership
What do you have your eye on? Join us for an intriguing conversation with Dave Behar, the visionary CEO and Chief Executive Athlete of ION, as he takes us through the captivating story of ION's transformation from a sports merchandising startup to a dynamic digital media giant. Discover how Dave's innovative mindset propelled the ION brand into e-commerce, media production, and even quirky sporting spectacles like turtle and pig racing. Learn about the brand's unique name origin and delve into Dave's insights on what constitutes a remarkable brand, focusing on integrity, sustainability, and recognizing untapped market opportunities. But it's not all business talk. We also explore the profound role of fun and passion in entrepreneurship. Dave shares how the entrepreneurial journey mirrors a strategic game, where enjoyment is interwoven with ambition. You'll hear about his personal quest to reignite a passion for track and field with the goal of competing in the Senior Olympics, revealing the intrinsic link between sports and entrepreneurial spirit. There's also a playful recounting of a golf rivalry with a cousin, highlighting how personal enjoyment and a competitive edge can fuel both business and leisure pursuits. This episode will shed light on balancing business success with personal fulfillment. Timestamps 00:00:00 - Welcome to Business Legacy Podcast 00:00:10 - Introducing Dave Behar, CEO of ION 00:00:30 - The Origins of ION 00:01:15 - Inspiration: "What do you have your eye on?" 00:02:00 - From Sports Merchandising to Digital Media 00:03:00 - Diverse Model: E-commerce, Media, Sporting Events 00:04:00 - Integrity and Sustainability in Branding 00:05:30 - Dave Behar's Entrepreneurial Background 00:06:45 - Managing Multiple Business Sectors 00:08:00 - Collaboration and Leadership 00:09:30 - Fun and Passion in Entrepreneurship 00:10:14 - Sports and Business Strategy 00:11:00 - Dave's Journey in Track and Field 00:12:30 - Passion in Success 00:14:00 - Personal Anecdotes: Golf and Sports 00:15:30 - Reflecting on Achievements and Goals 00:16:45 - Enjoyment in Business 00:18:00 - Legacy and Impact at San Diego State University 00:19:30 - Philanthropy and Community Involvement 00:20:30 - Closing Thoughts from Dave Behar 00:21:30 - More About Dave Behar and ION 00:22:00 - Conclusion and Farewell Episode Resources: Find out what Dave and his team is up to here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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Building Strong Foundations in the Cyber Age
05/05/2025
Building Strong Foundations in the Cyber Age
What if your biggest cybersecurity crisis could become your company’s greatest growth opportunity? In this episode, Bradley Thies CEO and founder of BARR Advisory, shares how his unexpected shift from accounting to cybersecurity shaped his view of security as a strategic investment. From Equifax’s high-profile breach to small business vulnerabilities, Bradley unpacks how transparency, education, and culture shifts can turn risk into resilience. This conversation goes beyond damage control—it's about redefining legacy through leadership in moments of pressure. In our conversation, Bradley also unveils the blueprint for startups aiming to partner with Fortune 500 companies, navigating the tightrope of immediate needs and long-term success. Learn how the "double vision" approach has enabled budding companies to grow into industry leaders, fortified by robust cybersecurity measures and unwavering accountability. Discover the nuances of buyer psychology and the importance of a client-focused approach in building lasting trust. Drawing parallels with a mechanic's meticulous care, Bradley highlights phased planning and the Dunbar effect's role in scaling relationships as businesses expand. This episode promises to equip you with strategies to not just survive but thrive in the competitive landscape of modern business. Timestamps: 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:13 - Bradley Thies' Career Shift from Accounting to Cybersecurity 00:02:45 - The Transformative Internship Experience 00:04:10 - Framing Cybersecurity as a Strategic Investment in Risk Management 00:05:55 - Education and Transparency in Cybersecurity 00:07:20 - Case Study: Equifax Breach and Cultural Transformation 00:09:15 - Importance of Strong Security Culture in Organizations 00:10:45 - Navigating Cybersecurity Challenges in Large Organizations 00:13:06 - Working with Startups to Secure Fortune 500 Deals 00:14:45 - The Concept of "Double Vision" in Startup Growth 00:16:00 - Balancing Immediate Needs with Long-Term Goals 00:17:20 - Understanding Buyer Psychology and Building Trust 00:18:50 - The Mechanic Analogy: Phased Planning and Relationship Building 00:20:15 - Dunbar Effect and Managing Relationships in Growing Businesses 00:21:45 - Excitement for the Future and Company Growth Strategy 00:23:30 - The Legacy of Barr Advisory and Personal Reflections 00:25:00 - Closing Remarks and Where to Find More Information About Barr Advisory Episode Resources: Find out what Bradley ans his team is up to here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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Redefining Service with Robotic Precision
04/28/2025
Redefining Service with Robotic Precision
What if robots could become the ultimate partners in the service industry, seamlessly blending with human efforts to create the best customer experience possible? That’s precisely what Marianela, the trailblazing CEO and founder of To Do Robotics, is working to achieve. Join us as Marianela recounts her compelling journey from a pivotal encounter with a server robot in South Korea to her efforts in reshaping the food service industry. Through persistence and vision, she navigates the challenges of market development and the unexpected turns brought on by the COVID-19 pandemic. Marianela shares her heartening stories, including the uplifting moments at CES in Las Vegas and the hurdles she faced, such as a board decision that initially halted her passionate robotics project. Her story is one of resilience and dedication, offering a treasure trove of insights for aspiring entrepreneurs and tech enthusiasts alike. We also dive into the fascinating world of robots in commercial cleaning, where Marianela sheds light on how her innovations are transforming the hospitality sector. Robots like Bella Bot are not here to replace jobs but to enhance human capabilities, assisting waitstaff in focusing more on delightful customer interactions. In hotels and casinos, cleaning robots tackle labor shortages and elevate cleanliness standards by consistently maintaining public spaces and offering detailed task reports. It’s a revelation in efficiency, setting new quality benchmarks in service-oriented businesses. Listen in as we explore these cutting-edge advancements and their potential to revolutionize the service and hospitality industries, painting an inspiring picture of a future where humans and robots thrive together. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:12 - Marianela's Background and Entry into the Robotics Industry 00:02:15 - The Spark of Inspiration: Encounter with a Server Robot in South Korea 00:03:45 - The Impact of the COVID-19 Pandemic on Marianela's Journey 00:05:00 - Discovering Commercial Robots at CES in Las Vegas 00:06:30 - Overcoming Communication Challenges with Manufacturers 00:07:45 - Marianela's Initial Robotics Project and Board Setback 00:09:30 - The Unwavering Vision to Revolutionize Food Service with Robotics 00:12:07 - Exploring the Role of Robots in the Service and Hospitality Industry 00:13:45 - How Robots Complement Human Workers in Restaurants 00:15:30 - The Impact of Cleaning Robots in Hotels and Casinos 00:17:00 - Alleviating Labor Shortages and Enhancing Cleanliness Standards 00:18:15 - Addressing Concerns: Robots as Personal Assistants to Staff 00:19:45 - Training and Integration of Robots into the Workforce 00:21:00 - Expanding Robotics Applications Beyond Food Service 00:22:30 - Partnering with Temi and AGH Telemedicine for Healthcare Solutions 00:24:00 - Addressing Fears of Job Replacement and Educating Staff 00:25:30 - The Lifecycle and Maintenance of Commercial Robots 00:27:00 - Consistency and Quality Assurance in Robotic Cleaning 00:28:30 - Final Thoughts and Insights on the Future of Robotics in Hospitality 00:30:00 - Closing Remarks and Where to Find More Information About To Do Robotics Episode Resources: Find out what Marianela is up to here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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Redefining Professional Growth and Personal Well-being
04/14/2025
Redefining Professional Growth and Personal Well-being
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 a harmonious blend of personal fulfillment and professional success. We also tackle the complex challenges of balancing work and life as a service-based business owner, sharing strategies for setting boundaries with clients to avoid burnout and ensure quality work. Listen in as we explore the significance of proactive planning and the pivotal role of growth-driven relationships in professional settings. The discussion extends to the creation of educational programs that foster shared experiences and support, enhancing accountability and flexibility. With resources from Cowart Roe, we uncover how financial literacy and personal development tools can help reclaim personal time, reinforcing the importance of structured routines and meaningful connections in navigating entrepreneurship. Timestamps 00:00:04 - Introduction to Catherine Rowe and Her Journey 00:01:45 - Catherine's Personal Path from Burnout to Boundaries 00:02:30 - Understanding Personal Boundaries and Their Importance 00:04:18 - Challenges of Work-Life Balance for Service-Based Entrepreneurs 00:05:30 - Setting Limits with Clients to Prevent Burnout 00:07:45 - Changing Mindsets Around Boundaries for Mutual Benefit 00:09:01 - Building Growth-Driven Relationships 00:10:30 - Creation of Educational Courses Post-Book Publication 00:13:00 - Accessing Resources from Cowart Roe for Financial Literacy 00:14:00 - Realizations and Insights from Advising Clients 00:17:15 - Finding Balance and Reclaiming Personal Time 00:18:15 - Encouragement to Explore Personal and Professional Boundaries 00:20:30 - Closing Remarks and Appreciation for the Audience Episode Resources: Find out more about Catherine and the course here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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The Future of Outdoor Entertainment Venue
04/07/2025
The Future of Outdoor Entertainment Venue
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, leading to groundbreaking projects like the Ford Amphitheater and nearly a billion dollars in amphitheater construction already underway. Roth’s journey is an inspiring tale of transforming passion into a thriving enterprise with far-reaching impact. In our conversation, we explore how these multi-seasonal venues don’t just host concerts but redefine them with innovations like year-round temperature control, upscale dining options, and fractional ownership. Learn how cities like McKinney were convinced to invest big, thanks to projected economic benefits reaching billions. With a team assembled from industry giants like House of Blues and Live Nation, Venue is crafting unparalleled fan experiences. Tune in to discover how every detail is curated to elevate ambiance and redefine live entertainment for audiences nationwide. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:15 - Introduction of Guest JW Roth, CEO, Founder, and Chairman of Venu 00:00:40 - JW Roth's Transition from Food Manufacturing to Live Entertainment 00:01:20 - The Increasing Demand for Modern Concert Venus 00:02:10 - Inspiration from Public-Private Partnerships in Sports 00:02:45 - The Development of the Ford Amphitheater as a Model 00:03:30 - Overview of Nearly a Billion Dollars in Amphitheater Construction 00:04:18 - The Role of Economic Impact Studies in Securing City Investments 00:05:00 - Examples of Municipal Investments, Like McKinney's $100 Million Commitment 00:05:45 - Innovations in Multi-Seasonal Amphitheaters 00:06:30 - Introduction of Luxe Dining Options and Collaborations with Industry Giants 00:07:15 - Poaching Top Talent and Partnering with Major Promoters 00:08:00 - Creating Ambiance and the Importance of Fan Experience 00:08:45 - Unique Features of Venu's Amphitheaters 00:09:30 - JW Roth's Approach to Building Legacy and Generosity 00:10:15 - Roth's Vision for Venu's Future Expansion and Impact 00:11:00 - The Importance of Ambiance and Experience in Roth's Venues 00:11:45 - How JW Roth Finds Talent and Specialists for Venue 00:12:30 - Reflections on Feedback from Fans and Artists 00:13:15 - JW Roth's Personal Definition of Legacy 00:14:00 - Closing Remarks and Where to Find More Information About Venu Episode Resources: Find out more about Jw and VenuLive is up to here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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The Art of Emotional Intelligence in Business Success
03/31/2025
The Art of Emotional Intelligence in Business Success
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 emotional hurdles clients face when departing from cherished family homes, offering them solutions that ease both logistical and emotional challenges. Balance is key, and Bianca's journey from overwork to well-being is a testament to this. Listen as she unfolds her personal narrative of relentless dedication to her business, which led to the realization that self-care is crucial for sustainable success. Discover the transformative power of prioritizing health—through better sleep and sobriety—and how it led to a harmonious blend of personal growth and professional triumph. As we touch on the exciting future projects, including the release of Bianca's book "Mastering Intentions," be inspired by her holistic approach to achieving success that emphasizes continuous learning and intentional living. Timestamps 00:00:00 - Introduction and Welcome to the Podcast 00:00:01 - Navigating Emotional Intelligence in Business 00:02:00 - Insights from Bianca DeLasio on High-Net-Worth Client Relations 00:04:00 - The Role of Emotional Intelligence in Real Estate 00:06:00 - Authenticity and Transparency in Client Communication 00:08:00 - Discovering Client Dreams and Aspirations 00:10:00 - Managing Emotional Transitions for Clients 00:12:00 - Continuous Learning and Refining Communication Strategies 00:14:00 - Finding Balance and Personal Growth 00:15:00 - Overcoming Burnout and Prioritizing Health 00:16:30 - Small Lifestyle Changes Leading to Big Impact 00:18:00 - Embracing New Projects and Personal Milestones 00:19:30 - Mastering Intentions: Upcoming Book Release 00:21:00 - Reflection on Holistic Approach to Success 00:22:00 - Closing Thoughts and Excitement for the Future 00:23:00 - Where to Find More About Bianca and Her Work Episode Resources: Find out more about Bianca and what she is up to on here website and instagram: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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From Wedding Planner to CEO: A Floral Entrepreneur's Journey
03/24/2025
From Wedding Planner to CEO: A Floral Entrepreneur's Journey
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 pivotal moments that shaped her path, including hiring her first employee and recognizing the immense potential of her growing business. Throughout our conversation, Amy offers insights into her approach to nurturing business growth with humor and a positive mindset. She discusses the challenges and surprises she's faced along the way, as well as the invaluable lessons learned from her parents about maintaining integrity and reputation in business. Inspired by straightforward entrepreneurs like Barbara Corcoran, Amy aims to empower fellow small business owners with encouragement and advice. Listen in as Amy shares her story of perseverance, creativity, and the rewarding journey of building a business that not only thrives but also brings joy and beauty to others. Don't miss this engaging episode filled with inspiration and practical wisdom from a trailblazing entrepreneur. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:37 - Amy McCord's Background and Introduction to Flower Moxie 00:01:45 - Transition from Wedding Planner to Flower Moxie Founder 00:03:12 - Initial Steps and Goals for Flower Moxie's Creation 00:04:28 - Realizing the Business Potential Beyond a Side Hustle 00:05:45 - The Role of Emotional Intelligence in Wedding Planning 00:06:52 - Application of Wedding Planning Skills to Flower Moxie 00:08:15 - Navigating Business as an Introvert 00:10:33 - Humor and Self-Deprecation in YouTube Tutorials 00:11:45 - Influence of Parents and Lessons on Integrity 00:12:52 - Mentorship and Inspirations in Amy's Journey 00:14:00 - The Concept of Legacy and Amy's Perspective 00:15:15 - Where to Find More About Amy McCord and Flower Moxie 00:16:30 - Conclusion and Closing Remarks Episode Resources: Find out more about Amy and the beautiful flower kits she has here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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From Nurse to Entrepreneur to Philanthropist
03/17/2025
From Nurse to Entrepreneur to Philanthropist
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 opens up about her strategic journey in the business world, including the successful sale of her company, which was initially just a valuation exercise. Her focus on nursing and mental health extends beyond her business, as evidenced by her impactful donation of $15 million to establish the Bose Family Congenital Heart Institute. Sarah's memoir sheds light on her experiences with obsessive-compulsive disorder, and her activism in mental health and congenital heart disease awareness adds layers to her enduring legacy. Explore Sarah's story and her unwavering commitment to making a difference at sarahmichellebowes.com. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:45 - Sarah Michelle Bose's Background: From Nurse to Entrepreneur 00:02:00 - The Origin of MP Reviews During the COVID Pandemic 00:03:30 - Addressing Test Anxiety and Building Confidence 00:05:00 - Rapid Growth and Success of the Initial Course 00:06:15 - Balancing Roles: Mother, Author, Entrepreneur 00:08:08 - Legacy Through Business and Activism 00:09:00 - The Decision to Sell MP Reviews 00:10:30 - Sarah's Memoir and OCD Diagnosis 00:12:00 - $15 Million Donation and Establishment of Bose Family Congenital Heart Institute 00:13:15 - Activism in Mental Health and Congenital Heart Disease Awareness 00:14:30 - Sarah's Future Goals and Personal Legacy 00:16:00 - Where to Learn More About Sarah Michelle Bose 00:17:00 - Closing Remarks and Gratitude for Listening to the Legacy Podcast Episode Resources: Find out more about Sarah and what she is doing now here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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Transforming Landlord Challenges into Industry Solutions
03/10/2025
Transforming Landlord Challenges into Industry Solutions
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 everywhere. But the story doesn’t end with software innovation. We explore how AI is revolutionizing the property management industry, enabling companies to enhance efficiency and reduce workload. Nathan also emphasizes the significance of a supportive work environment, where team camaraderie and motivation are paramount. With aspirations for sustainable growth, Nathan discusses the importance of a positive legacy, one that benefits both employees and customers. Listen in for insights on leadership, team building, and a vision for a future where technology and human values go hand in hand. Timestamps 00:00:00 - Introduction and Welcome to the Business Legacy Podcast 00:00:35 - Nathan Miller's Journey: From Landlord to Software Innovator 00:01:10 - The Birth of Rentec Direct: Solving Landlord Accounting Challenges 00:02:00 - User Feedback: Shaping the Evolution of Rentec Direct 00:03:05 - Integrating Features: Tenant Screening and Electronic Signatures 00:04:00 - Transitioning from Internet Services to Property Management Software 00:05:00 - Building Rentec Direct: From Side Project to Full-Time Venture 00:06:00 - The Importance of Listening to Users and Solving Real-World Problems 00:07:34 - Introduction to AI: Transforming Property Management 00:08:15 - AI Tools: Streamlining Rental Listings and Saving Time 00:09:00 - Company Culture: Fostering a Relaxed and Motivating Environment 00:10:00 - The Benefits of In-Person Team Building at Rentec Direct 00:11:00 - Sustaining Growth: Rentec's Journey Since 2009 00:12:00 - Future Aspirations: Time-Saving Features and Customer Impact 00:13:00 - Nathan's Vision for Rentec Direct and Its Legacy 00:14:00 - Reflections on Legacy: Employee and Customer Experiences 00:15:00 - Closing Remarks: Where to Learn More About Rentec Direct 00:15:45 - Conclusion and Thank You for Listening to the Business Legacy Podcast Episode Resources: Find out more about Nathan and the team here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode.
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