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Join host Robert Wermuth on Legacy Listens we dive into with Richard Marcus, Ph.D., an executive coach with extensive experience in the financial services industry. Richard discusses the intricate dynamics of multi-generational family businesses and shares valuable insights on effective communication, leadership development, and succession planning within family-run enterprises. He sheds light on the importance of identifying strengths, embracing differences, and the crucial role of executive coaching in enhancing individual and collective performance. Join us as we tap into the wisdom of Richard Marcus and explore the intricate world of family businesses and leadership development.
For more information about Richard and his services, please visit him at https://richardmarcus.org/
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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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In this episode of Legacy Listens, we delve into the captivating journey of Kane D'Amico, owner and partner at Alliance Heating and Air Conditioning. Hosted by Matt Kulp, we talk about how Kane's 30-year tenure at Alliance has involved perseverance, constant growth, and consistency. From starting as an entry-level employee to becoming a partner in the business, Kane's story is one of hard work, dedication, and the pursuit of professional and personal growth. Learn about the challenges and triumphs of transitioning from an employee to an owner, and gain valuable insights into the process of buying and operating a business. Join us as we explore the inspiring narrative of Kane D'Amico and his journey towards continued success as a business leader.
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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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Join host Kevin Donohue on Legacy Listens as he we sit down with David Regn, a full-service advertising industry titan, to unravel the complexities and personal triumphs of executing a private equity exit. Dave, who turned a high school t-shirt venture into the 700-employee powerhouse known as Stream, will share his 25-year journey of consistent growth, culture building, and strategic decision-making. Get ready, because this episode is not just a lesson in business—it's a blueprint for building wealth intelligently. Let's listen in.
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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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Join host Robert Wermuth on Legacy Listens we dive into the world of integrative medicine with Dr. Anthony Bazzan, the medical director of the Marcus Institute of Integrative Health - Jefferson Health. Dr. Bazzan discusses the history and approach of integrative medicine versus traditional medicine, highlighting the importance of personalized, evidence-based care. He explains the unique offerings of the Marcus Institute and the impact of precision medicine technologies in treating complex medical cases and cancer patients. This enlightening conversation sheds light on the incredible work being done at the Institute and the groundbreaking advancements in precision medicine and holistic healthcare that can unlock the optimal health and success.
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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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Join host Kevin Donohue on Legacy Listens as he explores the entrepreneurial journey with David Calvaresi, Founder of ValSource who is heavily committed to the community, one institution he works with is a nonprofit by the name of Headstrong. Follow Dave's compelling story—from starting a business amidst family challenges to building a thriving workforce. Learn how he navigated financial crises, maintained a strong company culture, and implemented an ESOP for employee ownership. In this candid conversation, discover insights on resilience, preserving culture, and graceful business exits. Tune in for lessons from a leader dedicated to both business success and community impact.
____________________________Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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In this episode of Legacy Listens, we have an honest and insightful conversation with Natalie Hodak, Chief Operations Officer at Legacy Planning Partners. Hosted by Matt Kulp, the discussion covers Natalie's journey from her childhood in Ukraine to her career in the financial industry. Natalie shares her experiences of immigration to the United States, her family's work ethic, and how she found her passion for operations and financial planning. From her early days at Merrill Lynch to her pivotal role at Legacy, Natalie's story reflects resilience and dedication. She emphasizes the importance of surrounding oneself with a strong and supportive team in the financial services industry. Tune in to gain valuable insights from Natalie's inspiring journey and her expertise in building a successful career in finance.
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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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Today’s episode on Legacy Listens hosted by Robert Wermuth sits down with Ryan Tansom, an entrepreneur and founder of Arkona. Ryan shares his entrepreneurial journey, starting with the sale of his family business for eight figures and going on to create the intentional growth framework. The framework helps business owners view and run their company as a financial asset with the end in mind. Together, Rob and Ryan explore the five principles of intentional growth, the technology behind it, and how business owners can engage with Arkona to gain a comprehensive understanding of their financial future. Tune in and learn how this intentional approach can help business owners navigate their long-term goals and make informed decisions.
For more information about Ryan Tansom, please visit him at www.arkona.io
____________________________Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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Today’s episode on Legacy Listens hosted by Robert Wermuth sits down with Carmine Corridore and Bill Campbell. Carmine brings his expertise in cyber defense, focusing on cybersecurity solutions, while Bill's work with NTSC International Consulting centers around complying with privacy laws and protecting personally identifiable information. The conversation dives into the critical topic of risk management, especially in the context of transitioning business ownership. Carmine and Bill offer invaluable insights into identifying, assessing, and mitigating risks associated with technology, data protection, compliance, and privacy laws. From running risk assessments to gap analysis, the guests provide practical steps for business owners to build and implement effective risk management plans. Tune in to gain essential knowledge for safeguarding your business in an increasingly complex digital landscape.
For more information about Carmine Corridore, please visit www.underdogcyber.com
For more information about Bill Campbell, please contact him at [email protected]____________________________
Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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Today’s episode on Legacy Listens hosted by Robert Wermuth we delve into a thought-provoking conversation with Bob McCarthy from SEI. The discussion centers around SEI's tax managed solutions, direct indexing, and the systematic core portfolios designed to reduce taxes when managing client accounts. Bob explains the benefits of the tax technology platform, which provides real-time tax impact assessments, tax loss harvesting, and ongoing tax reporting. They also explore the process of managing client transitions and the advantages of the systematic core portfolios, offering customization and tax efficiency. Join us as we uncover how these innovative approaches can help families and businesses intelligently manage their wealth and reduce tax liabilities.
For more information about Bob McCarthy, please visit seic.com.
____________________________Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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In this episode, join host Matt Kulp as he sits down with Steven Staugaitis, an expert in family business transitions and a Director at Kreischer Miller's small business advisory practice. Steve shares insights on the challenges and barriers that business owners face when planning their next chapter and offers valuable advice on how to proactively prepare for a successful transition. With over 20 years of experience, Matt and Steve dive into the emotional and financial aspects of business succession, the importance of time in the planning process, and how business owners can gain valuable insights by taking a "30-day sabbatical" from their businesses. Don't miss this conversation with two seasoned professionals in the field of family business transitions.
For more information about Steven and Kreischer Miller, please visit them at www.kmco.com/people/steven-e-staugaitis/.
____________________________Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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Join us for our series of episodes called "Exit Interviews," where we engage in candid conversations with successful business owners and entrepreneurs who have built and sold their businesses, uncovering the invaluable insights and lessons learned from their journey. Today’s episode is hosted by Kevin Donohue where he sits down with Bob Gress, the Founder of Signature HVAC, an HVAC company in West Chester, PA. Bob shares his journey from starting his business to successfully selling it in December 2020. Bob's story is one of determination, smart financial planning, and strategic business growth. Join us as we explore the lessons and insights from Bob Gress's entrepreneurial journey and learn about the challenges and rewards of selling a business.
____________________________Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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Today’s episode on Legacy Listens hosted by Brendan Speers with Jayna Gougler, Wellness Coordinator at BSI Corporate Benefits. Join us as we delve into the intersection of finance and well-being, exploring how our worlds are colliding and the importance of building holistic wealth. Together, we uncover the steps to intelligently build wealth and discuss the role of wellness in the process.
For more information about BSI Corporate Benefits, please visit them at https://bsicorporate.com/
____________________________Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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Today’s episode on Legacy Listens hosted by Robert Wermuth with three-time Wall Street Journal bestselling author, Carmine Gallo. Gallo is an American author, columnist, keynote speaker, and former journalist and news anchor. The author of the book we will discuss in depth, The Bezos Blueprint: Communication Secrets of the World's Greatest Salesman. In this episode, we'll be exploring the insights of the legendary Jeff Bezos and his remarkable impact on Amazon's success.
We'll discuss Bezos' effective communication strategy of writing product press releases before development. This approach helped him grasp product value and customer perspective which led to innovations such as the Kindle. Bezos also emphasizes simplicity, metaphors, and storytelling to make complex ideas easily understandable. We'll take a look at how he popularized metaphors like "moat" and "two pizza teams" which are now widely used in various industries.
For more information on Carmine, you can find him at www.carminegallo.com.
____________________________Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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Today’s episode on Legacy Listens hosted by Matt Kulp with John Boyer, the second-gen owner of Boyer Food Markets. Listen to this insightful episode where John shares the inspiring story of how their corner store turned into a successful supermarket chain. Learn from Boyer Food Markets' story of how they turned a potential business liquidation into a thriving enterprise.
For more information on John and his services, please search for him on LinkedIn at John Boyer - HJJT Family Limited Partnership.
____________________________Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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Today’s episode on Legacy Listens hosted by Matt Kulp with Wayne Herring, Founder of Business Builders and renowned Business Coach. Together, we dig into the topic of coaching high performers in a business setting and how to identify these individuals, discussing the importance of truly seeing and understanding your team members. The conversation explores the distinction between high performers and key employees, shedding light on how both proven achievers and individuals with potential can be considered high performers. Tune in to gain valuable tips for nurturing and developing the most valuable players in your organization.
For more information on Wayne Herring, please visit www.businessbuildercamp.com.
____________________________Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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Today’s episode on Legacy Listens hosted by Robert Wermuth with Zane Tarence. They will be diving deep into the topic of Investment Grade, both in public equities and private companies. They will explore how private company owners can determine if their business qualifies for institutional investments and the key factors that investors consider when evaluating a company's potential. Plus, the crucial role of growth in business and how it impacts profitability. This conversation will uncover the different types of buyers in the market and the importance of having a confidential process during negotiations. And don't miss our talk on preparing for an exit, understanding the purpose of your business, and why having clear goals is vital.
For more information on Zane Tarence, please visit www.17-reasons.com/ and check out his book, 17 Reasons Your Company Is Not Investment Grade & What To Do About It and take his Investment Grade Assessment.
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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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In today's episode, Legacy’s CEO, Jan Graybill sits down with Peter Mares, the founding partner of Growth 1776, renowned for his expertise in finding hidden profits.
Peter shares his passion for helping mid-market companies achieve exceptional financial performance by harnessing the power of artificial intelligence and human intelligence. He believes that business owners should capture the value of their businesses rather than selling them to outside sources. Through their unique analytics, Growth 1776 aims to help business owners discover profit pockets within their own companies and capitalize on them.
Join us Jan and Peter dive deep into topics such as predictive customer churn, analyzing product sales, and leveraging technology to find exceptional performance. They'll also discuss how Growth 1776 works closely with business owners and heads of sales to identify profit improvement opportunities and help clients mitigate risks and seize opportunities.
Get ready for an episode filled with valuable insights, inspiring stories, and practical strategies. Let's uncover the path to exceptional performance together!
For more information on Peter Mares and his services, you can visit him growth1776.com.
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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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Join us in this episode as we engage in a captivating conversation with our host Jennifer Hodson and Sam Stroud, a seasoned Senior Advisor and Associate Partner at Legacy Planning. With over 35 years of experience in the financial services industry, Sam shares his experience on retirement planning, drawing parallels between the game of golf and preparing for a fulfilling retirement.
From the pre-round warm-up to the back nine, Sam explores the different phases of retirement and provides valuable insights on how to mentally and financially prepare for each stage. Discover the importance of visualizing your retirement goals, creating a solid financial foundation, and adapting to curve balls that may arise along the way.
As Sam and Jenn discuss the connection between golf and retirement, they highlight the significance of aligning visions with your partner, managing spending habits, and stress-testing your financial plan. Gain practical advice on preparing for the "Go-Go years" of retirement, where energy and spending may be at their peak, as well as the "Slow years," where a shift in lifestyle and careful planning becomes crucial.
Whether you're a golf enthusiast seeking wisdom from the fairways or someone looking to secure a prosperous retirement, this episode will provide you with valuable insights, actionable strategies, and a fresh perspective on planning for your golden years. Tune in to this engaging discussion and embark on a journey to master the 18 holes of life.
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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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In our latest episode, your host Matt Kulp introduces us to his friend Shawn Christman, the former owner and president of the renowned Seattle Stair and Design Company. With over 38 years of experience in the business, Shawn shares his fascinating journey of building and transitioning out of a stair-building empire.
Seattle Stair and Design wasn't just any stair-building company; they specialized in creating intricate and exquisite stairs, ranging from a couple hundred thousand dollars to million-dollar masterpieces. Shawn's craftsmanship and attention to detail were truly exceptional.
Join us as we unravel the story of Shawn Chrisman, a true pioneer in the stair-building industry, and gain valuable insights into building and transitioning a successful business. Tune in to Legacy Listens and be inspired by the wisdom shared by Shawn and other thought leaders in the financial services industry.____________________________
Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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Join us for the inaugural episode of "Exit Interviews," where we engage in candid conversations with successful business owners and entrepreneurs who have built and sold their businesses, uncovering the invaluable insights and lessons learned from their journey. Today’s episode is hosted by Kevin Donohue where he sits down with Former Comstar Technologies CEO, Kevin Flounders on how he built and sold his business. Flounders, a successful entrepreneur with over 25 years in the telecom industry, led Comstar through a successful exit in 2018. Flounders admits he wishes he had resources for conversations like this to best set up his options when he was preparing to sell,
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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
- Visa fler
