Legacy Leaders

Latest Episodes:

Legacy Leaders: Relationship Marketing and Maximizing Referrals with Luke Acree Dec 07, 2022

Show notes

Luke Acree, President of ReminderMedia and co-host of the popular Stay Paid Podcast, is a marketing evangelist and an expert team builder. Luke has worked with tens of thousands of independent business professionals over the years, helping them understand how to connect with their client database in ways that generate leads, secure repeat clients, and drive more referrals.

Listen to this informative Your Life. Your Legacy. episode with Luke Acree as Luke takes us through the process of how ReminderMedia can help financial advisors, lawyers, real estate agents, insurance agents, and more to build comfort and familiarity with their entire client database. ReminderMedia empowers entrepreneurs to live a life of freedom!

Here is what to expect on this week’s show:

· Marketing is the greatest tool in your toolbox. If no one knows who you are, you can’t help anyone

· Consistency and frequency are the key to marketing successfully, and building comfort and familiarity with potential clients

· ReminderMedia will help you create a “touchpoint plan”, allowing you to maintain strong relationships with clients without seeming overbearing

· Marketing is still just a tool, having the leadership and team skills to use it properly is another thing

· ReminderMedia’s Thought Leadership can help you become a better leader and team builder.

Connect with Luke:

Stay Paid Podcast: remindermedia.com/podcast

Luke Acree’s Contact Info:

Website: remindermedia.com

Instagram: instagram.com/lukeacree/

LinkedIn: linkedin.com/in/lukeacree/

Facebook: facebook.com/lukeacreeRM

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Legacy Leaders: Marketing Your Firm Through Social Media with Allison Poirier Nov 30, 2022

Show notes

Allison has been with the KKC law firm for more than eight years and is an associate in the Vernon office, where she practices in the Probate, Estate Planning, and Real Estate departments. Allison grew up with an attorney father, who inspired her to follow in his footsteps of helping others. The most rewarding part of her job is assisting clients to ensure that their property and healthcare wishes are honored and that their loved ones are provided for. Allison is a member of the Tolland County Bar Association, the Connecticut Bar Association, and the Estate and Business Planning Council of Hartford. She is a graduate of St. Lawrence University and Western New England University School of Law.

Listen to this informative Your Life. Your Legacy. episode with Allison Poirier as she tells us about her law firm KKC Law, how their YouTube channel has helped grow their community outreach and their client base, and Allison’s own experience as an estate lawyer. Working with people through some of their hardest times can be challenging, but also rewarding!

Here is what to expect on this week’s show:

· KKC’s YouTube channel has allowed them to reach more people with education and information

· Estate planning is a very personal affair, and helping a client be comfortable with you is important

· How COVID helped made our firm more efficient

· To keep up with the times, you have to be able to adapt to new challenges

Connect with Allison:

Allison Poirier’s Contact Info:

Website: www.kkc-law.com

Youtube: youtube.com/channel/UCexiVGTdiCfVMbCMVj40Spw

LinkedIn: linkedin.com/in/allison-poirier-77195849/

Facebook: facebook.com/Kahankerenskycapossela

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Legacy Leaders: Growing Your Financial Advisory Business with Brad Swineheart Nov 23, 2022

Show notes

Host and creator of leading financial advisor podcast, Be Advised, National Speaker and a NASDAQ contributor, Brad enjoys amplifying industry innovations and expertise. Over the past 5 years, Brad has significantly contributed to the success of White Glove -joining White Glove in its infancy which allowed the company to service more than 10,000 financial professionals and educate more than 800,000 potential clients.

Listen to this informative Your Life. Your Legacy. episode with Brad Swineheart as we talk about White Glove, a service for helping introduce financial advisors, estate planners, and lawyers to potential prospects, how they have managed to pivot with the pandemic and continue to grow, and how they can help you. White Glove is an investment you almost can’t afford not to use!

Here is what to expect on this week’s show:

· Brad shares his experience as a financial advisor

· How White Glove works, especially post-pandemic

· Expanding the topics they cover has gained White Glove much greater success

· Using webinars or seminars as one part of your practice is a great boost to your ROI

· Learning to adapt to the changes we currently face is essential to your success

Connect with Brad:

Brad Swineheart’s Contact Info:

https://www.whiteglove.com/

Twitter: https://twitter.com/bswineheart?lang=en

Instagram: https://www.instagram.com/bws20/

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

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

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Legacy Leaders: Marketing for Financial Advisors- How Can You Stand Out with Dr. Maribeth Kuzmeski Nov 16, 2022

Show notes

Dr. Maribeth Kuzmeski is the President of Red Zone Marketing, an award-winning marketing consulting firm with clients throughout the financial services industry. Red Zone Marketing's primary focus is designing innovative marketing and business growth initiatives. Maribeth has written 9 books on marketing, is a professor at Oklahoma State University teaching marketing and Personal Branding: Name Image & Likeness for student-athletes, and started the Brand Squad to assist student-athletes. She has a bachelor’s degree from the Newhouse School of Public Communications at Syracuse University, an MBA from George Washington University, and a Ph.D. in Business Administration from Oklahoma State University.

Listen to this informative Your Life. Your Legacy. episode with Dr. Maribeth Kuzmeski as we discuss her marketing firm, Red Zone Marketing, her specific approach to marketing, and her time at Oklahoma State University. Dr. Maribeth gives us some great tips for financial advisors and shares her wisdom on how things operate now in this post-pandemic world.

Here is what to expect on this week’s show:

· How does Red Zone Marketing stand out among other firms?

· Utilizing logical approaches to marketing can help you find clients more efficiently

· Being focused on improving your referability will lead to more business success

· The ways that the pandemic has forced business to change

· It is important to find the right financial advisor

Links Mentioned:

· The Engaging Child by Maribeth Kuzmeski

· The Connectors by Maribeth Kuzmeski

Dr. Maribeth Kuzmeski Contact Info:

Website: redzonemarketing.com

Twitter: twitter.com/MBKuzmeski

Instagram: instagram.com/mbkuz_brandsquad

LinkedIn: linkedin.com/in/maribethkuzmeski

YouTube: youtube.com/user/redzonemarketing

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Legacy Leaders: Conventional Wisdom For Guaranteed Life Income is Wrong with Tom Hegna Nov 09, 2022

Show notes

Tom Hegna CLU, ChFC, CASL, is an author, speaker, and economist. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the “optimal” way. He has condensed a large chunk of his considerable knowledge into five of his books:

(1) Paychecks and Playchecks: Retirement Solutions for Life, which is in the top 1% of any book ever sold

(2) Retirement Income Masters: Secrets of the Pros that compiles the very best practices from the top retirement experts in the country.

(3) Paycheques and Playcheques, Retirement Solutions for Canadians, and most recently

(4) Don’t Worry, Retire Happy! Seven Steps to Retirement Security, which is based on his popular Public Television Special that has played in over 80 million homes in the US and Canada

(5) Don’t Worry, Retire Happy! Seven Steps to Retirement Security for Canadians.

Tom specializes in creating simple and powerful retirement solutions based on math and science – not opinions. He has the unique ability to pump up a crowd, make people laugh, and solve complex financial problems using easy-to-understand words, ideas and stories. He is available to speak to businesses, government organizations, professional associations, financial professionals, and their clients all across the globe.

Listen to this informative Your Life. Your Legacy. episode with Tom Hegna as he shares his proven system for improving your retirement plan, telling you exactly what you need to do to get the most for your time and money. Tom’s cutting edge

Here is what to expect on this week’s show:

-The most important part of any retirement plan is covering your basic needs

-Forgetting to cover long term care can wipe out your entire life’s work

-Tom’s 4 steps to an optimal retirement

-Using life insurance as an inheritance leaves more money for you and guaranteed, tax-free payouts for your beneficiaries

-Use lifetime income annuities from insurance companies to supplement other sources of income such as social security or pensions

-The importance of keeping purpose in your life in retirement

Links Mentioned:

- Paychecks and Playchecks: Retirement Solutions For Life

- Use code for 15% off your purchase on Don't Worry, Retire Happy! Seven Steps To Retirement Security

Use code 15OFF for 15% off your purchase on Tomhegna.com

Tom Hegna’s Contact Info:

Website: Tomhegna.com

Twitter: twitter.com/tomhegnaspeaks

Instagram: instagram.com/tomhegna

Facebook: facebook.com/TomHegnaSpeaks

LinkedIn: linkedin.com/in/tomhegna

Youtube: youtube.com/user/thegna5

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Legacy Leaders: Estate Planning for Business Owners Doesn't Need to be Intimidating with Andrew Ayers Nov 02, 2022

Show notes

Before starting his own law firm, Andrew Ayers worked for law firms in New York City, representing people and businesses in lawsuits in court. Other clients needed help with legal issues for themselves or their businesses that didn’t involve a lawsuit. Some of his favorite clients were young families and small business owners and working with them inspired him to start his own law firm in 2011. One of Andrew’s biggest goals is to demystify the idea of trust funds and estate plans, so that more people may leave a lasting legacy for their families.

Listen to this informative Your Life. Your Legacy. episode with Andrew Ayers about Andrew’s journey through the world of litigation and family law and his interest in the aftermath of the family side of these cases. A lasting legacy can be difficult to set up even in the best cases, but the right help and proper care and intent make all the difference.

Here is what to expect on this week’s show:

● Emotional attachment for business owners can cloud their judgement on important decisions

● Getting to know the family of a client often times will help create a better understanding of the best course of action for the future

● It is important to vitalize your brain, and reading is a fantastic way to do so

● Andrew shares his top suggestion for related reading material

● Getting a proper legacy plan with a knowledgeable attorney is always better than some other fast, cheap option

Connect with Andrew:

Links Mentioned:

· Overdeliver by Brian Kurtz

· Storyworthy

Andrew Ayers Contact Info:

Website: Andrewmayers.com

Twitter: twitter.com/ayerslaw

Instagram: instagram.com/ayerslaw

Facebook: facebook.com/ayerslaw

LinkedIn: linkedin.com/in/ayerslaw

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Legacy Leaders: Estate Planning to Reflect Your Goals and Ambitions with Allison Kieriman Oct 26, 2022

Show notes

After practicing law in the Valley for more than a decade, Allison L. Kierman founded Kierman Law, to offer personalized service to her clients. Allison concentrates her practice on guiding families through the wills, trusts, and estate process and probate litigation.

Allison understands that making plans to ensure your family’s future and financial security is complicated and may involve sensitive issues. As a mother of two, she has the knowledge and understanding of how difficult it is to think of leaving your children with a guardian and will help you carve the best plan for ensuring your children’s future success. As a dog mother of two, Allison also understands how important pets are to their families and helps ensure proper caretaking for them as well.

Allison also provides general business consulting and counseling for those families who are also business owners and demand advice on business structuring and trusts. Allison coordinates her efforts with financial planners, accountants, and other advisors to ensure consistency and verify that all aspects of the estate plan are properly implemented. She has an extensive network of individuals that she can refer clients to so all their needs are met when making these important life decisions.

Before starting Kierman Law, Allison was a partner in a successful law firm, providing a broad range of legal services to business owners across the country. She has been named a Southwest Rising Star by Super Lawyers, a designation given to the top 2.5% of lawyers in Arizona or New Mexico who are either forty years old or younger or have practiced law for ten years or less.

Listen to this informative Your Life. Your Legacy. episode with Allison Kierman about Allison’s time as a partner at a firm providing a variety of legal services before she found her calling in estate planning, why she loves the intimacy of estate planning, and why no two estate plans are the same. It’s about much more than making sure the forms are correct, you have to find out all about your client’s life and the legacy they want to leave.

Here is what to expect on this week’s show:

-Estate planning is very personal, you may have to ask some tough questions

-Every estate plan needs to fit the requests of the client and their assets

-Convey to your client that there’s no judgment in whatever they want

-Draft the plans your client wants, not the ones you would do for yourself

-The hardest thing a client does is come to the appointment

Connect with Allison:

Website: https://kiermanlaw.com/

YouTube: https://www.youtube.com/channel/UCnmUbDs9ClLnnsDnPJvyS5Q

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

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

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

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Trailer: Your Life. Your Legacy. Oct 18, 2022

Show notes

Your legacy is more than money, property, and what you can leave for your kids. You want to leave a positive mark on the world. You want to inspire future generations. If this sounds like you but you don't know the best way to do that, the Your Life. Your Legacy. podcast is for you.

Stan Miller is the managing partner at Pinnacle Legacy Law, has established over 5,000 living trusts, and helps protect more than $4.5 billion in assets. His book "Your American Legacy: Powerful Strategies that Instill Lasting Values for Generations" was written from his experiences working with thousands of clients. Each week Stan and Legacy Director Katie Beth Hand will interview thought leaders and influencers from the world of estate planning. Attorneys, financial advisors, travel experts, health professionals and others with advice on the best ways to create your legacy.

Financial advisers can help grow your nest egg. The Your Life. Your Legacy. podcast goes far beyond that. Stan and Katie Beth want to show you how to create a life that matters and inspires generations. It's your legacy. Make it mean something.

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