Legacy Leaders

Are you building a business—or just running one? Discover the clarity, leadership, and legacy mindset that sets thriving financial advisors apart.

In this episode of Legacy Leaders, Stan and Katie Beth sit down with Nick Davies, a high-performance business coach for financial advisors. Together, they explore the critical role of clarity, vision, and leadership in building a scalable, sustainable financial advisory practice, sharing valuable insights and practical tips for listeners. Nick draws from decades of global experience in banking and coaching, including time with Tony Robbins, to discuss common pitfalls in business growth and how to avoid the “slow sacrifice of ambition.” This episode is a must-listen for financial advisors, business owners, and leaders looking to level up their impact and legacy.
 Key Takeaways:

● 📍 Clarity Creates Momentum: Without a clear vision, you risk chasing distractions and losing years of growth potential.
● 🧠 Mindset is Your Leverage: Tools like the Mind Scan help uncover thinking patterns that shape your leadership and performance.
● 🤝 Build a Dream Team Through Vision: Your team doesn’t just need tasks—they need to be inspired by where you’re going.
● 🏗️ Design a Hub, Not a Hierarchy: Elevate your first hire into a COO-type role to simplify operations and empower growth.
● 🔁 Reminders Over New Ideas: “We need to be reminded way more than we need to be taught” is a key philosophy that helps leaders implement what they already know.
 Quotes from Nick Davies:

● “You need to be reminded way more than you need to be taught.”

● “If you don’t know where you’re going, every opportunity becomes a distraction.”

● “Clarity is always the first step. Without it, any strategy is built on sand.”

 🔗 Conclusion: If you’re serious about scaling your advisory business, empowering your team, and creating a lasting legacy—start with clarity. As Nick shares, your vision isn’t just a roadmap; it’s the magnet that attracts the right people, actions, and results.
🎧 Listen now and learn how to lead with vision: Legacy Leaders Podcast with Nick Davies
💼 Learn more about Nick at 7FigureAdvisor.com

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Are you financially prepared for life’s “until” moments? Discover the transformative power of insurance and financial planning in this compelling episode.

In this episode of Legacy Leaders, Katie Beth and Oliver sit down with Michael Ferguson, an insurance expert, life coach, and sought-after public speaker specializing in leadership and financial development. Together, they explore the real-world impact of life insurance, financial literacy, and strategic planning, sharing valuable insights and practical tips for listeners. Michael draws from his extensive and eclectic career—including sports medicine, hospital contracting, and financial services—to discuss how proper planning can protect families, eliminate debt, and create multigenerational impact, offering actionable advice for individuals and families at every stage of life. This episode is a must-listen for anyone seeking to gain control of their financial future and create a meaningful legacy, providing both knowledge and tools to navigate this important subject.
 Key Takeaways:

● 💡 Time is Your Greatest Asset: Waiting to plan can cost you. Start early to maximize benefits and build long-term financial security.
● 🏦 Life Insurance is a Legacy Tool: It’s not just about you—it’s about the people you love and the future you want to leave behind.
● 🧠 Wisdom Can’t Be Googled: Professional guidance goes beyond information; it brings strategy, customization, and peace of mind.
● 📉 Debt-Free Life is Possible: Using the right policies, clients can eliminate debt in half the time and save thousands in interest.
● 👨‍👩‍👧‍👦 Protection Isn’t One-Size-Fits-All: Everyone—from blue-collar workers to young families—can benefit from a customized financial plan.
 Quotes from Michael Ferguson:

● “You can Google information, but you can’t Google wisdom.”
● “Insurance isn’t for you—it’s for the people standing behind you.”
● “Don’t wait for a crisis to realize the value of professional guidance.”
 🔗 Conclusion: Financial planning is about more than numbers—it’s about providing peace of mind, protecting your loved ones, and building a lasting legacy.

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💡 From the Gridiron to Financial Guidance: How One
Former Athlete is Changing Lives in Underserved Communities

In this episode of Legacy Leaders, Katie Beth and Oliver sit down with Jazz Scott, a former
athlete turned financial advisor with a mission to elevate financial literacy
in underserved communities. Together, they explore the intersection of sports,
financial planning, and social impact, sharing valuable insights and practical
tips for listeners. Jazz draws from his powerful personal story and
professional journey to discuss overcoming financial illiteracy, supporting
young athletes, and empowering everyday people to build lasting legacies. This
episode is a must-listen for aspiring financial advisors, athletes, and anyone
passionate about using personal experience to create community change.

Key Takeaways:
● 🏈 Discipline Transfers: The discipline and preparation needed in sports
translates directly into success in financial planning.
● 🌱 Start Early, Stay Consistent: No matter your background or income, it’s
never too early or too late to start building your financial future.
● 💬 Financial Literacy Empowers: Teaching people how to manage what they
already have is just as important as helping them earn more.
● 🤝 Relatable Advisors Matter: Representation and relatability help break
down barriers of fear and distrust in financial conversations.
● 🚫 Block the Noise: Social media comparison can be misleading—focus on your
own path and financial goals.

Quotes from Jazz Scott:
● “You do a lot of beating on your body playing sports—here, you do a lot of
beating on your brain.”
● “If you have $5 to start saving with, it’s a great time to reach out to a
financial advisor.”
● “I want my legacy to be that Jazz was a person who helped people that were
overlooked—and broke the barriers for others to follow.”

🔗 Conclusion: Financial education is not just about
numbers—it’s about empowering people to dream, plan, and live fully. Jazz Scott
is doing just that, one client at a time.

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Are business owners truly prepared to transition out — or are they clinging to myths that could cost them everything?

In this episode of Legacy Leaders, guest host James Moore sits down with John Dini, serial entrepreneur, exit planning expert, and creator of The Exit Map. Together, they explore the realities of business exit planning, sharing valuable insights and practical tips for business owners and advisors alike. John draws from over 30 years of experience to discuss the often overlooked emotional, strategic, and financial pitfalls owners face when exiting their companies. This episode is a must-listen for business owners, financial advisors, and estate planners seeking to guide clients (or themselves) through successful business transitions.

Key Takeaways:
● 🧭 Exit Planning is a Process, Not an Event: Waiting until the last minute to exit a business is a recipe for regret — John breaks down how to start early and build a strategic plan.
● 📉 Valuation Misconceptions: Most owners overestimate the worth of their business by 35% — learn how to have productive, non-confrontational conversations about value.
● 🔍 The Power of Risk Awareness: Buyers are laser-focused on risk; understanding and mitigating perceived risks adds real value.
● 💼 Coaching vs. Consulting: Business owners respond better to guided discovery than top-down expertise — empathy wins trust.
● 🌍 Community Impact of a Transition: A business exit affects not just the owner, but employees, families, and entire communities — the ripple effect is real.

Quotes from John Dini:
● “Experience is what you get when you don’t get what you want.”
● “Risk is valuation — the more a buyer perceives, the less they’re willing to pay.”
● “Owners don’t need to be told what to do. They need the information to decide for themselves.”
🔗 Conclusion: Business exit is a journey, not a destination. To connect with John Dini or learn more about his tools for exit planning, visit ExitMap.com and check out his blog at AwakeAt2oClock.com.

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Ever wondered how estate planning could do more than just distribute assets—and actually build lasting family connection and legacy?

In this episode of Legacy Leaders, Katie Beth Hand sits down with E. Lawrence Brock, nationally recognized estate planning attorney, founder of St. George Estate Planning, and author. Together, they explore the power of meaningful estate planning, sharing valuable insights and practical tips for families looking to create more than just a will. Larry draws from decades of experience in litigation, estate administration, and client storytelling to discuss the pitfalls of online estate plans, the emotional weight of family assets, and how sharing personal stories can build generational resilience. This episode is a must-listen for families, financial professionals, and anyone seeking to create a lasting, impactful legacy.

Key Takeaways:
● 📚 Backstory with Purpose: Larry’s journey from litigation to estate planning reveals how personal impact and emotional connection make estate law fulfilling.
● 🧭 Avoiding Online Pitfalls: DIY wills and online estate planning tools often miss crucial legal and emotional nuances, leading to conflict and costly errors.
● 🛶 Planning as Navigation: Larry likens estate attorneys to river guides, helping families avoid hidden “waterfalls” and legal rapids.
● 🫶 Stories Over Stuff: Inheritance conflicts often stem from sentimental items—not money—highlighting the importance of clear communication and planning.
● 👨‍👩‍👧‍👦 Legacy Beyond Wealth: True legacy lies in passing down moral fiber, family values, and stories—not just assets.

Quotes from E. Lawrence Brock:
● “You get the information, but if you don’t have the experience and the expertise to know how to use it, it may be detrimental.”
● “The difference is they are better—morally, spiritually, socially—because they know the stories of those who have gone before them.”
● “Be a doer. Be a doer of goodness.”
🔗 Conclusion: Estate planning is more than documents—it’s a powerful opportunity to pass down wisdom, connection, and purpose to future generations.New boost

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What if your money could work as hard as you do? 💼💡
In this episode of Legacy Leaders, Katie Beth Hand sits down with TJ Van Gerven, founder of Modern Wealth Builders and host of the Do More with Your Money podcast. Together, they explore how Millennials can navigate complex financial decisions, especially when dealing with equity compensation, income growth, and long-term wealth planning. TJ draws from both personal experience and years of financial planning to share practical strategies that go beyond just saving and investing.
This episode is a must-listen for high-earning Millennials and young professionals looking to make smart, informed decisions about their financial future while balancing life, family, and career.

Key Takeaways:
● 💰 Live Below Your Means: Why disciplined spending and early investing are crucial for long-term success.
● 📈 Equity Compensation Strategy: How tech professionals and dual-income households can optimize stock options and RSUs.
● 🧠 Mindset Matters: How upbringing and financial psychology shape our money habits and decision-making.
● 🛠️ Delegate with Intention: The power of hiring a planner—even for smart, capable professionals—to gain peace of mind and clarity.
● 🧾 Plan for Lifetime, Not Just This Year: Why strategic tax planning over your entire life matters more than saving a few bucks today.

Quotes from TJ Van Gerven:
● “What appears safe in the short term is actually risky in the long term.”
● “If I can help someone get somewhere faster and with more peace of mind, that’s success.”
● “It’s about building habits, not just chasing returns.”
🔗 Conclusion: Whether you’re navigating equity comp or just trying to invest smarter, this episode delivers insights that will help you build a legacy with intention and clarity.
Connect with TJ:
Website:  modernwealthbuilders.comTwitterYouTube ChannelNew boost

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🔑 What’s really holding your business back—and how can you get out of your own way to grow it?
In this episode of Legacy Leaders, Stan and Katie Beth sit down with Cary Prejean, President, CEO, and Founder of Strategic Business Advisors. Together, they explore the powerful concept of helping business owners become better leaders by stepping out of the day-to-day operations and creating systems that drive consistent results. Cary draws from decades of experience to discuss why most entrepreneurs become the biggest bottleneck in their own businesses, and how to fix it. This episode is a must-listen for small-to-mid-sized business owners who are exhausted from constant firefighting and ready to scale with clarity, structure, and purpose.
 Key Takeaways:
● 📉 You Are the Bottleneck: Most business problems can be traced back to the owner. Cary explains how to recognize this and take control by letting go.
● 🔁 Process = Peace: Build consistent, employee-driven processes to eliminate chaos and reduce your daily involvement.
● 📊 Dashboards That Matter: Know what numbers to watch weekly so you lead from data—not drama.
● 💸 12 Profit Doubling Strategies: From cutting costs to incremental price increases, simple changes can lead to major financial wins.
● 💬 Leadership Through Narrative: Your leadership effectiveness is shaped by the story you tell yourself—change the story, change your results.
 Quotes from Cary Prejean:
● “What makes a great entrepreneur is often the opposite of what makes a great manager.”
● “If you don’t design your business to satisfy you, the forces around you will—and you probably won’t like where it ends up.”
● “You can’t be satisfied if you’ve never declared what satisfaction looks like.”
 🔗 Conclusion: Cary delivers a masterclass in transforming owner-led businesses into process-driven organizations. If you’re a business owner tired of doing it all yourself, this conversation will show you the roadmap to sustainable growth—and peace of mind.

Connect with Cary:
Website: https://strategicbusinessadvisors.org 

Facebook: https://www.facebook.com/CFOconsultingLA

Instagram: https://www.instagram.com/cfoconsultingllc54/

LinkedIn: https://www.linkedin.com/in/caryprejean/

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🎙️ Do you know what it really means to be a fiduciary? And how that mindset can transform the way financial planning is done? Click to find out why this perspective is essential for building financial peace of mind!
In this episode of Legacy Leaders, Stan and Katie Beth sit down with James Alexander, a Certified Financial Planner and Partner at Edge Financial Advisors. Together, they explore the role of fiduciary responsibility in financial advising and its impact on creating meaningful legacies, sharing valuable insights and practical tips for listeners. James draws from his extensive experience to discuss the mindset shift that fiduciary advisors embrace, the emotional side of money management, and why legacy planning matters, offering actionable advice for families and individuals planning for their financial future. This episode is a must-listen for anyone who wants to build a secure and intentional financial future, providing both knowledge and tools to navigate this important subject.
Key Takeaways:
● 💡 Fiduciary Mindset: James explains how being a fiduciary changes the advisor-client relationship, aligning interests and building trust.
● ♟️ Chess Strategies in Finance: Drawing from his love of chess, James shares how strategic thinking applies directly to financial planning.
● 🧠 Emotional vs. Logical Conversations: Learn how understanding clients’ fears and emotions is crucial to creating effective plans.
● 🏡 Legacy in Real Time: James emphasizes the importance of giving and sharing financial gifts sooner rather than later—watching the impact unfold.
● 📈 Navigating Volatile Markets: Get insights on how to stay calm and focused during market uncertainty by zooming out and sticking to the plan.
Quotes from James Alexander:
“My job is to move different pieces of the puzzle based on what I’m hearing my clients say—to solve for their needs and win their financial game.”
“I want them to see me as their financial quarterback and not just their money manager.”
“The impact you can make while you’re alive is massive—it’s about seeing your family thrive and creating memories, not just numbers on a screen.”

🔗 Don’t miss out on these insights that can help you reframe your financial approach and legacy goals! Listen now and join the conversation on building intentional legacies.

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In this episode of Legacy Leaders, Chris Baldino sits down with Tina Fishman, an expert Medicare broker and licensed insurance agent in Florida. Together, they explore the complexities of Medicare education and plan selection, sharing valuable insights and practical tips for listeners.

Tina draws from her extensive experience to discuss how to navigate the overwhelming choices in Medicare, offering actionable advice for retirees and those approaching 65. This episode is a must-listen for anyone seeking clarity and confidence in their Medicare journey, providing both knowledge and tools to navigate this critical decision.
 
Key Takeaways:
● 💡 Trustworthy Guidance: Tina emphasizes the importance of working with someone who genuinely cares about finding the best plan for each individual, rather than focusing on commissions.
● 📋 Customized Solutions: She explains how she tailors solutions to each client’s specific needs, working with 14 carriers and over 120 plans to find the perfect fit.
● 🩺 The Human Element: Tina shares her belief that while AI and technology can streamline some processes, the human touch is essential when dealing with healthcare decisions.
● 🚑 Navigating Challenges: She recounts a powerful story about helping a client navigate a sudden health crisis and how her expertise ensured they had the coverage they needed.
● 🧠 Education First: Tina loves educating clients on the “ABCs of Medicare,” ensuring they fully understand their options before making decisions.
 
Quotes from Tina Fishman:
● “I think I care. I really don’t pay attention to commissions when I’m talking with people. I try to figure out the best path for them.”
● “It’s intimidating to navigate Medicare alone – you’re learning a whole new language!”
● “I’m here to help.”
 
🔗 Conclusion: Tina’s dedication to her clients and deep knowledge of the industry make her a trusted guide through the Medicare maze.
Connect with Tina:
Website: www.CustomCareIns.com
Facebook:  https://www.facebook.com/share/1LAXXhwRoq/?mibextid=wwXIfr Instagram:  https://www.instagram.com/customcareinsurancesolutions?igsh=Z2VpcmZpMG02MjBi&utm_source=qr

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Have you ever wondered how to turn personal challenges into a powerful legacy for your family? This episode dives deep into that journey and how it can reshape your life.

In this episode of Legacy Leaders, Stan and Katie Beth sit down with Josh Meyer, a financial strategist and legacy planning advocate. Together, they explore how to build a meaningful legacy that goes beyond money, sharing valuable insights and practical tips for listeners. Josh draws from his personal experiences—overcoming adversity, surviving a nine-story fall, and facing a life-threatening diagnosis—to discuss how intentional decisions can shape the legacy you leave. This episode is a must-listen for anyone striving to create a legacy of impact, values, and meaning for their family, providing both knowledge and tools to navigate this important subject.

Key Takeaways:
● 🏆 The Power of Agency: No matter your upbringing, you have the power to shape and redefine the legacy you leave behind.
● 🌟 Legacy Beyond Wealth: True legacy is built on values and impact, not just financial assets.
● ⚖️ The Importance of Values Clarity: Clarifying your values is a crucial first step to crafting an intentional legacy for your family.
● 🔨 Legacy as a Daily Construction Project: It’s not just about the end goal—small daily actions build the foundation of your legacy.
● 💪 Becoming a Transitional Character: Anyone can be the one to stop negative patterns in their family and start a new, positive legacy.

Quotes from Josh Meyer:
● “Legacy is not this big unveiling at the end of your life—it’s something you build brick by brick every single day.”
● “Whether you had a great childhood or a challenging one, you have the power to decide what your family’s legacy will be.”
● “The person who says ‘this stops with me’ is having one of the most profound impacts on the future of their family.”

🔗 Conclusion:
Legacy planning isn’t just for the wealthy—it’s for everyone. Josh’s story and wisdom show how you can start today, no matter where you come from.

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