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.
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:https://todorobotics.com/ Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
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:https://www.cowartroe.com/ Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
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:https://venu.live/ Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
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 https://nestseekersmastersdivision.com/ and instagram: https://www.instagram.com/biancadalessio/?hl=en Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
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: https://flowermoxie.com/ Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
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: https://sarahmichelleboes.com/ Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
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: https://Rentecdirect.com/Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
Want the secrets to building a resilient business and learn how to future-proof your entrepreneurial journey with insights from our guest, Phil Portman. Listen as Phil shares his inspiring transformation from a difficult upbringing to becoming a successful entrepreneur, motivated by the desire to secure a stable future for his autistic son. Discover the importance of moving from micromanaging to empowering your team and creating systems that ensure your business can thrive independently, even in your unexpected absence. Phil's personal anecdotes shed light on crucial strategies, including estate planning and key person life insurance, that safeguard your business legacy. Stay ahead of the curve in communication technology with our exploration of the rising trend of text messaging in the U.S., particularly among those under 50. Phil and I discuss the immediacy and convenience of text messaging in urgent scenarios, illustrated by personal stories. We also tackle the challenges posed by spam and phishing, unveiling how the industry, alongside Phil's company Textdrip, is innovating solutions like delivery tracking and spam prevention. This episode is a compelling blend of business wisdom and tech insights, designed to equip you with the knowledge to both secure your business operations and enhance your communication strategies. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:37 - Phil Portman's Early Life and Motivation for Entrepreneurship 00:02:15 - Transition from Micromanaging to Empowering the Team 00:04:00 - The Importance of Estate Planning and Key Person Life Insurance 00:05:30 - Personal Anecdote: Business Associate's Health Crisis and Lessons Learned 00:07:00 - Strategies for Operational Resilience and Testing Systems 00:09:00 - Introduction to Text Messaging as a Preferred Communication Method 00:10:15 - Personal Experiences with the Convenience of Text Messaging 00:11:30 - Industry Challenges: Spam and Phishing in Text Messaging 00:12:51 - Textdrip's Innovative Solutions for Delivery Tracking and Spam Prevention 00:15:00 - Early Development and Challenges in Creating Textdrip 00:17:00 - Success in Targeting the Insurance Industry with Textdrip 00:18:45 - Advantages of Text Messaging Over Traditional Communication Methods 00:20:15 - Threats and Solutions for Future Text Messaging Security 00:22:30 - Ensuring High Deliverability and Accurate Reporting with Textdrip 00:24:00 - Case Study: Overwhelming Success of a Text Campaign 00:26:00 - The Importance of Personalized Customer Service at Textdrip 00:27:30 - Closing Remarks and Information on Trying Textdrip and Following Phil Portman Episode Resources: Check out what Phil is up to at Textdrip here: https://textdrip.com/ Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
What is the secret of personal transformation? Can it be found through gaming? We sit down with Kelsey Falter, the visionary founder and CEO of Mother Games. Imagine a world where games go beyond mere entertainment, offering personalized journeys akin to Pixar's storytelling magic, but in a digital space. Kelsey introduces us to their groundbreaking game, Le Zoo, which invites players on an introspective adventure using ancient archetypes. This episode unpacks how AI is woven into the fabric of Le Zoo, providing players with valuable self-discoveries and deeper connections with like-minded individuals. Explore the innovative mechanics of Le Zoo, as Kelsey explains how the game's unique house system—like the House of Jewels and House of Infinity—encourages players to reflect on their behaviors and traits. This dynamic experience adapts to each player, fostering a growth journey rooted in the principles of the reticular activation system, which enhances everyday perception. Tune in to learn how Mother Games is redefining the gaming landscape, using AI to unlock profound insights about ourselves and our interactions with the world. This conversation is a must-listen for anyone interested in the transformative potential of technology and storytelling in gaming. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:11 - Introduction of Kelsey Falter and Mother Games 00:01:30 - Exploring the Intersection of Art, Technology, and Storytelling 00:02:45 - Mother Games' Inspiration from Pixar's Legacy 00:04:00 - Overview of Le Zoo: A Journey of Self-Discovery 00:05:20 - Understanding the Five Archetypal Houses in Le Zoo 00:06:55 - Role of AI in Enriching the Gaming Experience 00:08:15 - Connecting with Community Through Symbolic Gameplay 00:10:55 - Unlocking Personal Transformation Through Gaming 00:12:10 - The Personalized Engine and Reticular Activation System 00:13:40 - Impact of Archetypes on Player Self-Awareness 00:15:00 - Real-Life Applications of Game Archetypes 00:16:30 - The Power of Games in Transforming Brain Patterns 00:18:00 - Games vs. Other Habit-Forming Methods 00:19:30 - The Potential Global Impact of Transformative Gaming 00:21:00 - Vision for the Future: Reducing Global Conflict 00:23:00 - How to Engage with Mother Games and Le Zoo 00:24:30 - Closing Thoughts from Kelsey Falter 00:25:45 - Final Remarks and Where to Find More Information About Mother Games Episode Resources: Check out what Kelsey is up to with LeZoo and mother games here: https://account.mothergames.com/ Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
Curious about the shift toward creating financial legacies that impact families in real-time? Join us for a transformative conversation with Brett Bernstein, CEO and co-founder of XML Financial Group, as we explore his journey from a major financial institution to starting his own independent firm. Brett opens up about the challenges and triumphs he faced when leaving Merrill Lynch, emphasizing the importance of client trust and education in building a successful business. We uncover the evolution of client interactions over the last two decades, noting an inspiring trend towards meaningful financial legacies that support loved ones during their lifetime. As we continue, we explore the changing dynamics of the workforce and how different generations are reshaping the industry. I share personal insights into the gratifying journey of entrepreneurship, highlighting the growth of clients and team members alike. The episode reveals the importance of cultivating a team-oriented culture that fosters personal and professional growth, instead of centering around individual leaders. We also discuss the promising future of wealth management, as the retirement of seasoned advisors opens doors for succession planning and new talent to shine. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:10 - Introducing Brett Bernstein, CEO and Co-founder of XML Financial Group 00:01:00 - Brett Bernstein's Transition from Merrill Lynch to Independent Wealth Management 00:03:30 - Challenges and Successes in Establishing XML Financial Group 00:05:15 - The Importance of Client Trust and Education in Independent Financial Firms 00:07:00 - Evolution of Client Interactions and the Growing Significance of Philanthropy 00:09:48 - Building a Legacy Through Hard Work: Workforce Dynamics and Entrepreneurial Gratification 00:12:00 - Creating a Team-Oriented Culture and Emphasizing Succession Planning 00:14:30 - The Fulfillment of Nurturing Talent and Watching Client Success 00:17:00 - Strategic Growth and Mergers in the Wealth Management Industry 00:19:30 - Identifying and Mentoring Talent within XML Financial Group 00:22:00 - Reflecting on Personal and Professional Legacy Goals 00:24:30 - Exciting Prospects for Growth and Innovation in Wealth Management 00:26:30 - Conclusion and Final Thoughts from Brett Bernstein 00:27:45 - Closing Remarks Check out XML Financial Group here: https://www.xmlfg.com/ Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
Discover how a pilot's dream of starting an airline unexpectedly paved the way to a fulfilling career in estate planning. Meet Kevin Quinn of Legacy Counselors, who shares his remarkable journey and the invaluable lessons learned from mentors that shaped his pioneering approach. This episode promises to redefine your understanding of legacy by focusing on the human elements that transcend financial wealth. Kevin's unique strategy involves cultivating ongoing relationships with clients, ensuring their estate plans reflect evolving family dynamics and priorities. Explore the innovative "My Family, My Wealth" program, which empowers families to manage and maximize their wealth across generations. This conversation delves into the complexities of modern family definitions and the importance of flexible estate planning. Kevin offers practical insights into engaging family members in meaningful wealth discussions, ensuring the continuity of values and goals. You'll be inspired by stories of families using opportunity trusts to create significant, positive impacts, proving that legacy is about more than money—it's about nurturing potential and fostering enduring family bonds. Timestamps 00:00:00 - Introduction and Welcome to the Business Legacy Podcast 00:00:05 - Kevin Quinn's Journey from Pilot to Estate Planner 00:05:17 - Introduction to "My Family, My Wealth" Program 00:07:00 - Modern Family Structures and Evolving Estate Plans 00:11:30 - Engaging Family in Wealth Discussions and Philanthropy 00:16:47 - Creating Legacy Through Family Wealth and Opportunity Trusts 00:19:30 - Kevin's Personal Journey and Expanding Legal Practice 00:21:00 - The Impact of Family Wealth on Community and Generations 00:24:00 - Kevin Quinn's Vision for Helping People Realize Their Potential 00:27:00 - Where to Find More Information About Legacy Counselors and the "My Family, My Wealth" Process 00:28:00 - Closing Remarks Check out My Family, My Wealth Program here: https://legacycounsellors.com/my-family-my-wealth/ Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
What if you could preserve the voices and stories of your loved ones for future generations? Join us as we sit down with Charlie Greene, the co-founder of Remento, who shares how the loss of his father and his mother's battle with cancer inspired a revolutionary way to capture family legacies. Through Remento, Charlie has created a tool that transforms the art of storytelling into a lasting family treasure. By turning recorded interviews into tangible keepsake books with QR codes for audio playback, Remento captures the essence of loved ones, ensuring their voices and stories remain accessible and secure. We explore the emotional and technical challenges families face when documenting personal stories, especially during gatherings filled with distractions. Charlie recounts the pivotal shift from an in-person tool to a flexible mobile app, making it easier to record stories anytime, anywhere. We dive into the significance of documenting family history and how Remento offers a seamless solution for preserving these invaluable memories. Tune in to learn how you can start capturing your family's legacy today, and visit Remento's website for more information on their innovative app. Timestamps 00:00:00 - Introduction and Welcome to the Business Legacy Podcast 00:00:09 - Introduction to Charlie Green and Remento 00:00:51 - Personal Inspiration Behind Remento: Loss and Family Memories 00:03:20 - Realization of Importance of Capturing Family Stories 00:05:45 - Initial Challenges in Developing Remento 00:08:51 - Creating Meaningful Family Memories with Technology 00:10:10 - Overcoming Hurdles in Documenting Family Stories 00:13:00 - Emotional Impact of Preserving Loved Ones' Voices 00:14:30 - Ensuring Data Security and Accessibility 00:17:05 - Evolution of Remento: From In-Person to Mobile App 00:18:40 - Challenges Faced During Family Gatherings 00:20:15 - Redesigning the App Based on User Feedback 00:22:00 - The Importance of Legacy and Personal Stories 00:23:45 - Charlie's Vision for Remento and Preserving Legacies 00:25:10 - Where to Find More Information About Remento 00:26:00 - Conclusion and Final Thoughts from Charlie Green 00:27:00 - Closing Remarks and Encouragement to Preserve Family Memories Check out Remento for your self: https://www.remento.co/ Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
What happens when a legal expert in international taxation pivots to tackle the complexities of freelance workforce management? Join us as we explore Pavel Shynkarenko's remarkable journey from law offices in Ukraine to the bustling entrepreneurial scene in Moscow. Pavel, the CEO and founder of Mellow, shares how his experience with clients facing challenges in freelance contract management inspired the creation of a cutting-edge platform, Mellow. This episode is not just about business innovation; it's about recognizing opportunity in recurring problems and turning them into groundbreaking solutions that are reshaping the way companies handle their freelance teams across the globe. Legacy isn't just about what you leave behind in business—it's about the values and cultural identity you pass on to future generations. We discuss the powerful influence of parental behavior on children and why modeling positive decision-making and work-life balance is crucial. Our conversation travels through diverse cultural landscapes, from the Netherlands to Thailand, offering insights into how living in different countries can enrich personal growth and understanding. Alongside these reflections, we share practical advice from studies on modern migration and cultural adaptation, highlighting how to preserve cultural identity while thriving in new societies. Whether you're an entrepreneur, a parent, or a cultural enthusiast, this episode offers valuable perspectives on building a lasting legacy. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:30 - Meet Pavel Shynkarenko, CEO and Founder of Mellow 00:01:15 - Transition from Legal Practice to Entrepreneurship 00:02:40 - Identifying the Need in Freelance Management 00:04:00 - Creation of Mellow: A Contractor of Records Platform 00:05:30 - Challenges of International Freelance Management 00:07:00 - Early Career and Legal Practice in Ukraine 00:08:20 - Move to Moscow and Encountering Real Competition 00:09:45 - Shifting Mindset from Lawyer to Entrepreneur 00:11:00 - Balancing Work and Family Life 00:12:26 - Exploring Cultural Legacy and Life Balance 00:13:00 - Influence of Parental Behavior on Children 00:14:30 - Integrating into New Societies While Preserving Cultural Identity 00:15:50 - Insights from Living in Multiple Countries 00:17:10 - Building a Legacy through Business and Cultural Contributions 00:18:30 - Future Plans: Studying Modern Migration and Cultural Adaptation 00:19:45 - Reflections on the Impact of Diverse Cultures 00:21:00 - Conclusion and Reflections on Legacy Building 00:22:30 - Closing Remarks Episode Resources: Find More About Mellow here: https://www.mellow.io/ Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
Discover the secrets behind scaling a regional construction company to a national powerhouse with Clark Lowe, the dynamic CEO and President of O'Connor Company. Have you ever wondered what it takes to tap into a nationwide talent pool while redefining roles within an industry known for its traditional practices? Join our conversation as Clark shares his journey of transformation, offering insights into the innovative strategies that have propelled O'Connor Company towards its ambitious goal of a potential IPO by 2032. What if the key to workplace success lies in shifting from balance to fulfillment? We explore this intriguing perspective, emphasizing the importance of self-regulated individual contributors (SRIC) who thrive on independence and personal growth. Clark and I examine the challenges of maintaining high productivity and satisfaction in a rapidly expanding company, where remote and hybrid work are becoming the new norm. Strategies such as significant time off and decentralized decision-making emerge as pivotal tools in navigating these complexities, all while fostering a cohesive company culture. Finally, the episode touches on the profound interplay between work, family, and legacy, with inspirations drawn from iconic figures like Kobe Bryant and Elon Musk. Clark outlines the sacrifices needed for excellence and the importance of focusing on individual strengths to leave a meaningful impact. We aim to inspire listeners to embrace their unique abilities, creating a supportive environment where everyone can thrive. Get a glimpse into Clark Lowe's vision for a prosperous future and learn how you might become part of the thriving O'Connor Company. Timestamps 00:00:01 - Introduction and Welcome to the Podcast 00:00:13 - Clark Lowe's Entrepreneurial Journey and National Success 00:01:25 - Transitioning from Regional to National Construction Platform 00:02:40 - Challenges and Opportunities in National Expansion 00:03:55 - Innovative Remote and Hybrid Work Models in Construction 00:05:10 - Redefining Roles of Project Managers and Assistant Project Managers 00:06:30 - Vision for Growth and IPO Ambitions by 2032 00:08:00 - Betting on Oneself and Overcoming Skepticism 00:09:15 - Leadership Insights and Influences 00:10:30 - Introduction of Self-Regulated Individual Contributors (SRIC) 00:12:33 - Strategies for Managing Growth and Preventing Burnout 00:13:45 - Importance of Decentralized Decision-Making 00:15:00 - Challenges of Maintaining Culture in a Remote Environment 00:16:15 - Balancing Work and Personal Life as a Leader 00:17:40 - Drawing Inspiration from Kobe Bryant's Sacrifices for Success 00:18:50 - Creating an Epitaph and Guiding Legacy 00:19:55 - Emphasizing Strengths Over Weaknesses for Success 00:21:11 - Importance of Supporting Individual Talents in Society 00:21:50 - Where to Learn More About Clark Lowe and O'Connor Company 00:22:30 - Closing Remarks Episode Resources: Go to https://www.buildoconnor.com/about/team/clark-lowe/ to find out more about what Clark is doing. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
How can businesses safeguard themselves against economic uncertainties using the 831B tax code? Join us as we welcome Van Carlson, the innovative founder and CEO of SRA831B, who unveils the potential of this tax code as a powerful tool for business risk management. From the complexities of the 1986 Tax Reform Act to the practicalities of building a financial reserve with pre-tax dollars, Van breaks down how businesses can manage self-insured risks effectively. Traditional insurance markets often leave gaps, but with 831B plans, companies can create their own financial buffer to tackle unforeseen expenses and maintain business continuity. We illustrate this with real-world examples, such as auto dealerships and warranties, highlighting how these strategies mirror the operations of large insurance companies and benefit industries across the board. In our discussion, Van shares his fascinating journey from being a history teacher and football coach to becoming a trusted insurance professional dedicated to ensuring client success. The episode focuses on the importance of integrity, honest communication, and setting up sound risk management practices for small and mid-sized businesses. We emphasize educating business owners on the necessity of financial reserves, not just for physical damages but also for modern threats like cyber risks. By advocating for sensible regulations and tax incentives, Van and SRA831B are committed to equipping businesses with the tools they need to thrive amidst economic challenges, ensuring a legacy of sustainability and success. Tune in to discover how these insights can revolutionize your approach to risk management and secure your business's future. Timestamps 00:00:00 - Introduction and Welcome to the Business Legacy Podcast 00:00:12 - Introducing Van Carlson and SRA831B 00:00:30 - Explanation of 831B Tax Code for Businesses 00:02:15 - Importance of Risk Management in Modern Business 00:03:45 - The Genesis of the 831B Tax Code 00:05:00 - Challenges in Traditional Insurance Markets 00:06:30 - Building Financial Reserves with 831B Plans 00:08:10 - The Role of SRA831B in Risk Management 00:09:00 - Real-World Applications: Auto Dealerships and Agricultural Giants 00:10:15 - Importance of Identifying Unfunded Liabilities 00:11:58 - Managing Insurance Policies and Risk Financing 00:13:20 - Advantages of 831B Plans in Risk Management 00:14:45 - Industries Benefiting from 831B Strategies 00:16:00 - Transition from Educator to Insurance Innovator 00:17:00 - Emphasizing Integrity in Business Practices 00:18:15 - Impact of COVID-19 on Business Risk Management 00:19:30 - Educating Clients on Self-Insured Risk Management 00:20:25 - Leaving a Legacy of Business Resilience 00:21:30 - Promoting Sensible Regulations and Tax Incentives 00:22:45 - Preparing Businesses for Cyber Threats and Emerging Risks 00:24:00 - Conclusion and Final Thoughts from Van Carlson 00:25:00 - Closing Remarks and Where to Find More Information About SRA831B Resources from the Episode: Go to https://www.831b.com/ to find out more about what SRA 831 is up to. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
Join us on the Legacy Podcast as we welcome Cheryl Mason, founder of Catalyst Leadership Management, to share her inspiring journey from a military spouse to a pioneering leader in the government sector. Cheryl recounts her career progression, including her remarkable role as the first woman and military spouse to chair the Board of Veterans Appeals. Through this conversation, Cheryl reveals the transformative leadership strategies she employed, focusing on investing in and supporting her team, which resulted in remarkable improvements in productivity and morale. Listen in as Cheryl provides valuable insights into transitioning from a command-and-control leadership style to a more empathetic approach, emphasizing the importance of human connection and open communication. Discover the power of effective leadership through communication and action as we explore the significance of open communication and accessibility in fostering a valued and engaged workforce. Cheryl discusses the challenges of consulting for organizations that may not fully recognize their role in employee engagement and highlights the gratifying experience of showing people their value. This episode underscores the importance of leaving a personal legacy of purpose and impact. Tune in to hear Cheryl's reflections on an alternative career in psychology and how her fascination with human behavior has shaped her leadership style, making this a truly insightful conversation on leadership transformation. Timestamps 00:00:00 - Introduction and Welcome to the Business Legacy Podcast 00:00:30 - Cheryl Mason's Background: From Military Spouse to Leadership Management 00:01:45 - Career Progression in Government: Becoming the First Woman Chair of the Board of Veterans Appeals 00:03:00 - Transition from Command-and-Control to Empathetic Leadership 00:04:30 - The Importance of Human Connection and Open Communication in Leadership 00:06:00 - Investing in and Supporting Teams to Transform Organizational Culture 00:09:02 - The Role of Open Communication in Effective Leadership 00:10:30 - Implementing Employee Suggestions to Boost Efficiency 00:12:00 - Consulting Challenges: Engaging Organizations in Employee Involvement 00:13:30 - The Gratifying Aspect of Empowering Individuals to Recognize Their Value 00:15:00 - Cheryl's Reflections on a Potential Career in Psychology 00:17:35 - Closing Remarks Episode Resources Go to https://www.catalystleadershipmgmt.com/ to find out more about Cheryl. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
What happens when a mother's personal health battles ignite a passion to support others in similar struggles? Meet Heather Roberts, the visionary founder of MomBomb, who transformed her challenges into a thriving enterprise dedicated to helping mothers in crisis. In our latest episode, Heather unfolds her remarkable journey from overcoming her health issues in 2017 to building a brand that not only offers all-natural bath and shower products but also funds grants for families in need. You'll gain insights into her innovative path to success, including the development of a patented CBD bath bomb and her strategic focus on keeping products affordable by slashing overhead costs. As MomBomb gains national traction, Heather's story is a beacon of resilience and creativity that continues to inspire. The episode also touches on the intricate dance between parenting and entrepreneurship, offering a window into how one can foster resilience in children by allowing them to navigate challenges independently. I share my own experiences of stepping back to let my daughter excel in her TikTok doll venture, underscoring the value of learning from mistakes. We also discuss the notion of achieving success with kindness in the business realm and the importance of staying vigilant against those who might exploit one's passions. Looking forward, we explore exciting plans for expansion into major retailers, all while staying committed to supporting families in crisis. This conversation is packed with valuable lessons and inspiration, making it a must-listen for anyone navigating the worlds of business and parenting. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:30 - Heather Roberts' Journey and Founding of MomBomb 00:01:45 - Overcoming Health Challenges and Inspiring the MomBomb Mission 00:03:10 - Developing Innovative Products and Earning a Patent 00:04:25 - MomBomb's Philanthropic Efforts and Nationwide Presence 00:05:50 - Balancing Entrepreneurship and Parenting 00:07:23 - Importance of Resilience in Parenting 00:08:15 - Personal Anecdotes: Daughter's Entrepreneurial Success on TikTok 00:09:10 - Kindness vs. Ruthlessness in Business 00:10:05 - Key Lessons Learned as an Entrepreneur 00:11:30 - Future Plans: Expansion into Major Retailers 00:12:45 - Closing Thoughts and How to Support MomBomb's Mission Episode Rescources: Go to https://buybombshelpmoms.com/ to purchase products. And visit https://mombomb.org/ to support mom's. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
Have you ever wondered why your CPA might not be the tax-strategist you thought they were? Discover the hidden gaps in traditional tax compliance with our special guest, Kevin Jerry, the CEO and founder of Kevin A Jerry, MST and Associates. Kevin takes us through his fascinating journey from a struggling printing industry veteran to a titan in tax strategies and consulting. A chance encounter with cost segregation ignited his passion and redirected his career path, leading him to pursue a master's degree in real estate taxation. For over 15 years, Kevin has been on a mission to demystify complex tax strategies and help others save on taxes, all while finding joy and fulfillment in his work. In our conversation, we navigate the often-overlooked world of tax strategy within entrepreneurship, revealing how many CPAs focus mainly on compliance rather than proactive tax reduction. Kevin shares invaluable insights into why specialized tax strategists are essential for managing tax liabilities effectively. Whether you're an entrepreneur or simply interested in optimizing your tax situation, this episode offers practical guidance on engaging effectively with tax professionals and understanding the intricacies of tax strategies. Embark on a transformative journey with us and gain the knowledge you need to take control of your financial future. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:02:00 - Kevin Jerry's Background in the Printing Industry 00:02:19 - Discovering Cost Segregation and Transition to Tax Strategies 00:03:00 - Pursuing a Master's Degree in Real Estate Taxation 00:04:00 - Helping Others Save on Taxes and Understanding Tax Strategies 00:05:00 - Importance of Specialized Tax Strategists vs. CPAs 00:06:30 - Self-Education and Engaging with Tax Attorneys and CPAs 00:08:00 - The Surprising Gaps in CPA Knowledge 00:09:30 - Strategies for Managing Tax Liabilities Effectively 00:11:00 - Insights into Tax Code Changes and Staying Informed 00:12:30 - Real Estate Professional Status and Audit Sensitivity 00:14:00 - Kevin's Personal Legacy and Mentoring His Son 00:15:30 - Kevin Jerry's Contact Information and Resources 00:17:00 - Closing Remarks Go to https://kajmst.com/. To find out more about them. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
From witnessing economic disenfranchisement to pioneering a platform that uplifts women during life's critical moments, Gerry Poirier journey is nothing short of inspiring. As the founder of AngelLink, Gerry shares how her financial background propelled her to create this unique crowdfunding platform, designed and powered by women to cater specifically to their needs. With women comprising 70% of users on crowdfunding platforms, AngelLink not only addresses basic human needs like medical costs and funerals but also aims to tap into the $3 trillion opportunity gap for women entrepreneurs. Join us as Gerry passionately talks about the mission to empower women, especially those in underserved communities, and bridge the economic imbalance they face. Experience stories of resilience and triumph through the lens of AngelLink's impact on real lives. From Katie's victory over breast cancer to Terry's recovery from severe burns and the Hurt family's heartwarming journey of adopting 12 children, these narratives celebrate the spirit of community support. As we mark a milestone of 100,000 users, we envision expanding AngelLink's services to include microloans, creating a global community where women can secure financial support for crises and entrepreneurial endeavors alike. Tune in to learn how you can be part of this movement, embodying the spirit of "America's angels" in fostering connections and providing aid where it's needed most. Timestamps 00:00:00 - Introduction 00:00:15 - Gerry Poyer's Background and Inspiration for Founding AngelLink 00:01:30 - The Economic Disenfranchisement of Women and Gerry's Motivation 00:03:45 - Overview of AngelLink's Mission and Unique Positioning 00:05:00 - Addressing Basic Human Needs and the $3 Trillion Opportunity Gap 00:07:15 - Challenges Women Face in Securing Funding for Small Businesses 00:09:00 - The Role of AngelLink in Bridging the Economic Imbalance 00:10:30 - Empowering Women in Underserved Communities Through Crowdfunding 00:14:38 - Impactful Stories of Women Empowerment and Humility 00:15:30 - Celebrating AngelLink's Milestone of 100,000 Users 00:16:45 - Katie's Triumph Over Breast Cancer with AngelLink's Help 00:18:00 - Terry's Recovery from Severe Burns and the Support He Received 00:19:15 - The Hurt Family's Heartwarming Adoption Journey and Community Support 00:20:30 - Vision for AngelLink's Future Expansion and Microloans 00:21:34 - Angel Link: Connecting Those in Need with Generous Donors 00:22:00 - Encouraging Listeners to Engage and Support the Community 00:22:45 - Closing Thoughts Resources: Go to https://angelink.com/blog/. To find out more about how to give money or receive money. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
Ever wish employee benefits could go beyond the usual offerings and tackle real-life stressors? Join us as we chat with John Cooper, co-founder of Overalls, a company that's transforming how we think about workplace support by addressing everyday challenges like insurance hassles and caregiving needs. Discover how John's personal experiences led to the creation of this innovative service and how Overalls has achieved a remarkable product-market fit by engaging with employers to fill a crucial gap. With a seamless integration into the workplace and an easy-to-use platform, Overalls is here to offer relief from the chronic stressors we all face, aiming to improve both employee well-being and productivity. In our conversation, we also unravel the unpredictable journey of entrepreneurship with John, sharing insights on emotional resilience and risk management in the face of unforeseen events like pandemics and financial crashes. We challenge the perceived safety of corporate roles versus startups, and reflect on the agency and unpredictability inherent in both paths. As Overalls scales and educates the market, learn about the role of thought leadership and the exciting integration of technology that keeps people at the heart of problem-solving. This episode is a testament to the dynamic nature of building a startup while staying committed to solving real issues with innovative solutions. Timestamps 00:00:00 - Introduction 00:00:30 - Introducing Eric Malka: From Undocumented Immigrant to Entrepreneur 00:02:00 - Early Entrepreneurial Ventures: Private Label Surfwear in the Caribbean 00:03:15 - Moving to Miami and Transitioning to New Ventures 00:04:45 - Founding The Art of Shaving: Inspiration and Vision 00:06:20 - Building a Brand in Men's Grooming: Challenges and Breakthroughs 00:08:00 - The Impact of New York Times Coverage on Business Growth 00:09:30 - Strategic Pivoting: From Retail to Wholesale and Back 00:11:00 - Founding Strategic Brand Investments: Vision and Purpose 00:12:30 - Reflecting on Entrepreneurial Lessons and Failures 00:14:00 - Importance of Mentorship and Tools for Modern Entrepreneurs 00:15:30 - Recognizing and Developing Talent: The Role of Eric's Wife 00:17:00 - Strategic Brand Investments: Focus on Luxury, Beauty, Grooming, and Wellness 00:18:30 - The Fulfillment of Mentoring Aspiring Entrepreneurs 00:20:00 - Legacy Goals: Promoting Natural Living and Entrepreneurial Support 00:21:30 - How to Connect with Eric Malka and Strategic Brand Investments 00:22:00 - Conclusion and Closing Remarks Go to @getoveralls. To find out more about what they do and how they can help you. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
Ever wondered what it takes to transform an ordinary idea into a legacy? Discover the inspiring journey of Eric Malka, the mastermind behind The Art of Shaving, as he shares how he seized a unique opportunity and revolutionized the men's grooming industry in the United States. From his early days as a 19-year-old undocumented immigrant to becoming a renowned entrepreneur, Eric's story is a compelling testament to the power of vision and execution. Here, he reveals the pivotal moments that shaped his path, including a transformative encounter with traditional English wet shaving and his early ventures in the Caribbean that set the stage for his entrepreneurial success. Join us as Eric offers invaluable insights and lessons from his career, revealing the importance of adding value and serving upcoming entrepreneurs. With humor and sincerity, he discusses the challenges and triumphs faced on his journey, emphasizing the need for precise execution and passionate pursuit of one's goals. Eric's candid reflections on his experiences provide a treasure trove of wisdom for anyone looking to leave a lasting impact in the world of business. Tune in for an engaging conversation that promises to inspire and empower you to pursue your own entrepreneurial aspirations. Timestamps 00:00:00 - Introduction 00:00:30 - Introducing Eric Malka: From Undocumented Immigrant to Entrepreneur 00:02:00 - Early Entrepreneurial Ventures: Private Label Surfwear in the Caribbean 00:03:15 - Moving to Miami and Transitioning to New Ventures 00:04:45 - Founding The Art of Shaving: Inspiration and Vision 00:06:20 - Building a Brand in Men's Grooming: Challenges and Breakthroughs 00:08:00 - The Impact of New York Times Coverage on Business Growth 00:09:30 - Strategic Pivoting: From Retail to Wholesale and Back 00:11:00 - Founding Strategic Brand Investments: Vision and Purpose 00:12:30 - Reflecting on Entrepreneurial Lessons and Failures 00:14:00 - Importance of Mentorship and Tools for Modern Entrepreneurs 00:15:30 - Recognizing and Developing Talent: The Role of Eric's Wife 00:17:00 - Strategic Brand Investments: Focus on Luxury, Beauty, Grooming, and Wellness 00:18:30 - The Fulfillment of Mentoring Aspiring Entrepreneurs 00:20:00 - Legacy Goals: Promoting Natural Living and Entrepreneurial Support 00:21:30 - How to Connect with Eric Malka and Strategic Brand Investments 00:22:00 - Conclusion and Closing Remarks Go to https://www.strategicbrandinvestments.com/. To find out more about how Eric can help you. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
Step into the innovative world of Accessory Dwelling Units (ADUs) with Whitney Hill, co-founder of Snap ADU, as she shares her journey from the East Coast's finance scene to becoming a trailblazer in California's booming ADU market. Whitney reveals how regulatory shifts have turned ADUs into a sought-after real estate trend, offering unique opportunities for additional housing on existing properties. Explore the strategic decisions that propelled Snap ADU's growth, such as the decision to bring design and permitting in-house, ensuring both transparency and scalability. As the housing market navigates rising interest rates, learn how Snap ADU successfully transitioned from standardized plans to bespoke solutions, all while maintaining top-notch quality for owner-occupants. Discover the diverse motivations clients have for building ADUs, from rental income to housing family members, and the customization challenges these projects entail. Whitney shares insights from her experience in operations management and consulting, which laid the groundwork for her success in real estate. With a focus on San Diego County, Snap ADU's specialization in detached units has solidified its market presence. Whitney offers a glimpse into the balance of managing high overheads while gaining efficiencies with in-house contractors. Plus, insights into her stress management techniques and aspirations for leaving a meaningful legacy underscore the company's commitment to community impact in the San Diego area. Timestamps 00:00:00 - Welcome to the Business Legacy Podcast 00:00:30 - Whitney Hill's Background: From Finance to ADUs 00:01:45 - Understanding ADUs: California's Regulatory Shifts 00:03:15 - Snap ADU's Strategy: Bringing Design and Permitting In-House 00:05:32 - Motivations for Building ADUs: Rental Income and Family Housing 00:07:00 - Challenges of Customizing ADUs: Extended Timelines and Permitting 00:09:30 - Whitney's Career Journey: From Operations Management to Real Estate 00:11:00 - Specializing in San Diego: Focus on Detached ADUs 00:13:48 - Transition to Custom Work: Adapting to Longer Timelines 00:15:30 - Building a Cohesive Team: Learning from Diverse Industries 00:17:00 - Stress Management Techniques: Organizing Tasks with Asana 00:18:45 - Legacy and Community Impact: Transparency and Education in San Diego 00:20:30 - Conclusion and Final Thoughts from Whitney Hill 00:21:00 - Closing Remarks Go to https://snapadu.com/. To find out more about what they are up to. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
Unlock the secrets of building an enduring business legacy with Jeff Oskin, founder of NewLogiq, as he shares the guiding principles that have steered his company through uncharted waters. Jeff opens up about his dedication to nurturing his business with unwavering values of trust, transparency, and perseverance, even during challenging times like a grueling six-month stint without clients. Learn how these core beliefs helped him secure his first clients and establish a solid foundation for future success. This episode promises rich insights into the mindset required to overcome obstacles and stay true to your values on the entrepreneurial journey. As your host, I reflect on the six spheres that define my life and how balancing them has shaped my path as a business owner and coach. From my roots in an entrepreneurial family to the challenges of maintaining balance in business and personal life, I share personal stories and experiences that highlight the importance of making a positive impact. Hear about a heartfelt moment of supporting an employee during a critical illness and my aspirations to leave a legacy of meaningful contributions. This episode is a thoughtful exploration of personal growth, leadership, and the lasting power of values in business and life. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:12 - Introduction of Jeff Oskin and NewLogiq 00:00:35 - The Importance of Values in Business Creation 00:01:45 - Overcoming Early Business Challenges 00:03:20 - Trust and Transparency with Clients 00:05:00 - Building a Company Not Focused on Exit 00:06:30 - Aligning Personal and Company Values 00:08:10 - Jeff Oskin's Reflections on Company Growth 00:09:30 - Navigating Personal Trust in Business Deals 00:11:50 - The Six Spheres of Life: Balancing Business and Personal Life 00:13:20 - Influence of Family on Business Aspirations 00:14:30 - Making a Meaningful Impact Through Business 00:15:45 - Lessons Learned from Business Transactions 00:16:30 - Supporting Employees Through Personal Challenges 00:18:32 - Expertise in Business Growth and Leadership 00:19:15 - Offering Executive Coaching and Leadership Development 00:20:00 - Bringing an Outside Perspective to Business Transitions 00:21:00 - Conclusion and Final Thoughts from Jeff Oskin 00:21:45 - Closing Remarks Go to https://newlogiq.com/. To find out more about what they are up to. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform.
What if the resilience of one person could transform the lives of countless foster children? In this episode, we're joined by Rob Scheer, the founder of Comfort Cases, who opens up about his extraordinary journey from a challenging childhood in the foster care system to becoming a beacon of hope and change for children in need. Rob shares the heart-wrenching story of growing up as the youngest of ten siblings, highlighting the harsh realities and minimal choices within the foster care system. Despite overwhelming obstacles, Rob's commitment to creating a positive impact shines through as he emphasizes the fundamental need for compassion and care for all children. Listeners will be moved by Rob's candid recounting of the emotional struggles he faced while navigating the foster care system alone, often feeling like an outsider in what was supposed to be his home. Witness his inspiring journey of perseverance, from the disillusionment of being forced out at 18 to the triumph of high school graduation against all odds. As Rob joins the U.S. Navy, he seeks an escape from his past and a stepping stone to a brighter future. This narrative is not only a testament to his grit and determination but also a powerful reminder of the systemic hurdles faced by those growing up in foster care. Rob's story takes a transformative turn when he embraces fatherhood, deciding to adopt children with his husband, Reese. He shares the challenges and joys of building a family, reflecting on how his aspirations shifted from material success to providing a loving and dignified home for his children. Through this life-altering decision, Rob challenges societal norms, revealing the unexpected fulfillment that comes with prioritizing family. Join us as we explore Rob's unwavering commitment to fostering positive change, offering a heartfelt narrative that underscores the importance of love, dignity, and resilience in the journey towards creating a better world for foster children. Timestamps 00:00:00 - Introduction and Welcome to the Business Legacy Podcast 00:00:30 - Introduction of Guest: Rob Shear, Founder of Comfort Cases 00:01:00 - Rob Shear's Background: Childhood and Entry into Foster Care 00:04:12 - Navigating the Foster Care System: Challenges and Resilience 00:07:30 - Turning 18 and Facing Homelessness: Rob's Journey to Survival 00:11:55 - Overcoming Adversity: Joining the U.S. Navy and Life After Discharge 00:14:00 - Finding Stability: Rob's Early Career and Pursuit of Education 00:18:25 - Embracing Fatherhood: Adoption Journey with Husband Reese 00:20:30 - Founding Comfort Cases: Mission to Provide Dignity for Foster Children 00:23:45 - Expanding the Family: Adopting Siblings and Overcoming Challenges 00:27:00 - The Impact of Comfort Cases: Eliminating Trash Bags in Foster Care 00:30:00 - Rob Scheer's Legacy: Teaching Empathy and Building a Loving Family 00:33:00 - Closing Thoughts: Rob Shear on Redefining Success and Advocacy 00:35:00 - Closing Remarks Go to https://comfortcases.org/. To find out how you can help foster children. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
What if a dating app could change the way we connect, not just online but in real life? Discover how Joe Feminella, the visionary CEO and founder of First Rounds On Me, is transforming the dating landscape by blending traditional courtship with cutting-edge technology. In this episode of the Business Legacy Podcast, Joe shares his insights into how current dating apps have deviated from fostering genuine connections, often becoming mere tools for validation. He reveals First Rounds On Me's game-changing features designed to encourage authentic interactions, such as initiating contact with an actual date request, limiting users to one date per day, and enabling chat only 24 hours before meeting. These innovative measures ensure that users can truly focus on building meaningful and respectful relationships from the start. As the conversation unfolds, Joe takes us on his entrepreneurial journey from the B2C dating world to exploring B2B opportunities, expanding the dating experience beyond individuals to include venues as key partners. With a background in sports and finance, Joe's entrepreneurial spirit has been shaped by his experiences and the influence of leaders like Derek Jeter and Steph Curry. He highlights the potential for popular date spots to offer valuable insights and enhance the matchmaking process. Joe also discusses the fundamental elements of relationship dynamics, emphasizing the importance of resilience, adaptability, and mutual growth in both business and personal relationships. Tune in to explore how teamwork and coachability drive Joe's approach to fostering connections in the digital age. Timestamps 00:00:01 - Introduction and Welcome to Business Legacy Podcast 00:00:25 - Joe Feminella's Background and Founding of First Rounds On Me 00:01:30 - Identifying Shortcomings in Traditional Dating Apps 00:02:15 - Creating a Hybrid Between Traditional Dating and Technology 00:03:10 - Key Differentiators of First Rounds On Me 00:04:45 - The Importance of Authentic Connections in Dating 00:05:30 - Encouraging Real-Life Interactions Over Digital Swipes 00:06:20 - Feedback Mechanisms for Ensuring User Authenticity 00:07:19 - Transition from B2C to Exploring B2B Opportunities 00:08:05 - Integrating Venues into the Matchmaking Experience 00:09:00 - Joe's Background in Sports and Finance 00:09:45 - Drawing Inspiration from Leaders and Athletes 00:10:30 - Importance of Teamwork and Adaptability in Business 00:11:15 - Building a Life and Business with a Partner 00:12:00 - The Future Vision for First Rounds On Me 00:13:00 - Potential Expansion Beyond Dating 00:14:00 - Leveraging B2B Market Opportunities 00:15:00 - Joe's Entrepreneurial Journey and Influences 00:16:00 - Life Lessons from Sports and Business Leaders 00:17:00 - Relationship Dynamics and Building a Lasting Partnership 00:18:00 - Encouraging Growth and Adaptability in Relationships 00:19:00 - Where to Find More Information About Joe and First Rounds On Me 00:19:45 - Closing Remarks Resources: Go to https://www.firstroundsonme.co/#hero-section. To read the blog and listen to the podcast and find out how this app is different. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
Have you ever wondered how a simple act of gift-giving could evolve into a movement of sustainable community support? Join us for a heartfelt conversation with Lisa Marino, the visionary CEO and founder of Dopple Registry, who turned her struggles during financial hardship into a platform that redefines how families receive essential services. We discuss Lisa's groundbreaking approach to gifting, shifting from traditional one-time presents to an inclusive system that emphasizes the power of community, allowing budget-constrained friends and family to contribute towards much-needed recurring necessities like childcare and therapy sessions. Lisa candidly shares how her personal journey, enriched by her background in tech mergers and acquisitions, drove her to innovate in this $100 billion market, aiming to transform life milestones into meaningful, collective experiences. Embark on a journey with Lisa as she shares her insights on raising independent children and the emotional transition to becoming an empty nester. Experience how her past challenges, including a divorce and discovering passions like snowboarding, fuel her commitment to leaving a lasting legacy that supports lower and middle-income households. Lisa's story is not just about business innovation but also about personal growth and the drive to make a difference. Her work with Dopple reflects a mission to connect families with vital resources and support networks. This episode is a tribute to the power of community, personal resilience, and the profound impact of meaningful work. Timestamps 00:00:00 - Introduction and Welcome to the Business Legacy Podcast 00:00:37 - Lisa Marino's Inspiration and the Birth of Dopple Registry 00:05:25 - Developing a Platform for Sustainable Life Gifting 00:19:09 - Parenting Philosophy and Transition to Empty Nesting 00:27:17 - Lisa Marino's Journey in Tech and Personal Growth 00:35:10 - Resilience, Pity Parties, and Professional Challenges 00:43:45 - Embracing New Opportunities and Building a Legacy with Dopple 00:51:00 - Partnering with Communities and Expanding Dopple's Impact 00:58:15 - Closing Thoughts and Where to Learn More About Dopple Registry Go to registrythedopple.com. And you can check out what they do, and why they do it, how it works. They want to change families' lives throughout their entire life cycle. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
On the Legacy Podcast this week, host Paul interviews Steven Sashen, the founder of Xero Shoes, to discuss the benefits of minimalist footwear. Steven's personal journey into minimalist running after a 30-year break and his subsequent creation of Xero Shoes provide valuable insights into the advantages of transitioning to minimalist footwear. The conversation emphasizes the importance of healthier foot function, improved biomechanics, and injury prevention. Steven also sheds light on the misconceptions propagated by big shoe companies, advocating for informed choices in footwear. For runners and athletes looking for healthier footwear options, this episode offers a compelling exploration of minimalist footwear and its potential impact on foot health and overall well-being. Timestamped summary of this episode: 00:00:00 - Introduction to the podcast The host, Paul Dio, introduces the guest Steven Sashen and Xero shoes. 00:01:00 - Steven's journey to founding xero shoes Steven shares his journey of getting back into sprinting, constantly getting injured, and finding a solution through barefoot running. This led him to start xero shoes. 00:04:10 - Transitioning to xero shoes Steven explains the biggest adjustment for someone transitioning from thick, padded shoes to xero shoes, emphasizing the wider foot-shaped toe box and the impact on posture and form. 00:07:27 - Progression to making the switch Steven discusses the importance of a gradual progression when transitioning to xero shoes, likening it to going back to the gym and listening to your body's feedback during the adjustment process. 00:09:02 - Most fulfilling aspect of xero shoes Steven highlights the gratification of receiving daily feedback from customers whose lives have been changed by xero shoes, citing numerous stories of improved mobility and quality of life. 00:11:29 - Overcoming Heckling and Legacy Steven shares how heckling as a comedian has prepared him for tough business conversations. He also discusses his views on legacy and how he aims to make a positive impact without seeking recognition. 00:13:34 - Leaving a Lasting Business Legacy Steven emphasizes that his business, Xero Shoes, is bigger and more important than himself. He aims to bring sanity back into the footwear industry and educate customers about misleading information from big shoe companies. 00:14:34 - Misconceptions About Big Shoe Companies Steven exposes the misleading marketing tactics of big shoe companies. He highlights an example from Nike, revealing the misinformation about injury reduction in their running shoes and the false promises of improved performance. 00:16:01 - The Problem with Super Shoes Steven discusses the detrimental effects of super shoes on non-elite athletes, citing the instability and gait alteration caused by these shoes. He also debunks the claims of improved speed and performance associated with super shoes. 00:18:29 - Finding the Right Shoes with Xero Shoes Steven explains the key features of Xero Shoes, such as wide toe box, low heel, flexibility, and thin soles. He also mentions the 5000-mile sole warranty and recommends using the shoe finder quiz on their website.
What if understanding your giving style could unlock unprecedented levels of success in your personal and professional life? Join me, as I explore the powerful insights from Adam Grant's transformative book, "Give and Take," and its profound influence on my personal and professional journey. We explore the three reciprocity styles: givers, takers, and matchers, and delve into how givers, those who prioritize generosity, can end up being the most or least successful based on their approach. Discover the crucial difference between selfless givers, who often burn out, and otherish givers, who blend kindness with strategy, ensuring that their generosity is sustainable and mutually beneficial. In this episode, we also dissect the unique impacts of generosity within the business world, comparing the transactional nature of matchers to the deeper legacy left by strategic givers. By managing time and resources effectively, energetic givers can create lasting positive impacts. Reflect on your own reciprocity style and its influence on your relationships. Whether you're aiming to grow your business or enrich your personal connections, these insights will guide you toward authenticity and well-being, paving the way to success without sacrificing yourself in the process. Connect with Paul here: Website: https://innovativewealth.com/Instagram: https://businesslegacypodcast.com/ Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:37 - Overview of Adam Grant's 'Give and Take' 00:01:15 - Understanding Reciprocity Styles: Givers, Takers, and Matchers 00:02:30 - Personal Impact of 'Give and Take' on Host Paul Dio 00:03:45 - Distinction Between Selfless and Otherish Givers 00:05:10 - Strategic Giving: Balancing Generosity and Self-Care 00:06:30 - Importance of Setting Boundaries for Success 00:08:10 - The Role of Matchers and Transactional Relationships 00:09:00 - Long-term Success and Legacy of Generous Givers 00:10:15 - Reflecting on Personal Giving Style and its Impact 00:11:30 - Practical Steps for Enhancing Business and Personal Connections 00:12:45 - Conclusion and Final Reflections on Generosity in Business 00:13:30 - Closing Remarks Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
Discover how to revolutionize your accounting practice by embracing change and focusing on client relationships in our conversation with Zach Gordon from RedFive Services. Learn how Zach transitioned from the traditional CPA firm landscape to the thrilling worlds of private equity and startups, ultimately crafting his own practice with a fresh approach. He shares his journey and vision, emphasizing a move away from billable hours to a more meaningful, value-billing model that prioritizes strong client connections. This episode promises valuable insights into how accountants can better serve business owners through adaptation and innovation. We take you through the exciting opportunities and challenges presented by emerging industries like cannabis, crypto, and AI, where accountants must navigate complex tax regulations and stay ahead of industry developments. Zach offers practical advice on maintaining mental well-being while managing the demanding nature of public accounting, stressing the importance of effective planning and technology. As we look to the future, we explore trends in specialization and consolidation within the accounting field, and how these changes offer both opportunities and hurdles for service providers and clients. Connect with Paul here: Website: https://innovativewealth.com/Instagram: https://businesslegacypodcast.com/ Connect with Zach here: Website: https://www.redfiveservices.com/ Instagram: https://www.instagram.com/zachgordoncpa/ 00:00:00 - Introduction and Welcome to the Business Legacy Podcast 00:00:37 - Zach Gordon's Journey from CPA Firms to Private Equity and Startups 00:04:49 - Transitioning to a Value-Billing Model in Accounting 00:05:30 - Importance of Building Strong Client Relationships 00:10:10 - Exploring Opportunities in Emerging Industries: Cannabis, Crypto, and AI 00:14:00 - Challenges and Tax Regulations in Cannabis and Crypto 00:17:45 - Staying Informed and Building a Trusted Network 00:19:30 - The Impact of Specialization and Consolidation in Accounting 00:22:00 - Navigating the Future of Accounting with Private Equity Influence 00:24:30 - Conclusion and Zach Gordon's Vision for the Future of Accounting 00:26:15 - Closing Remarks and Where to Find More Information About Zach Gordon and RedFive Services Visit the website https://www.redfiveservices.com/ to find out more about what RedFive is doing. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform.
What if better data visibility could prevent common construction project failures? Join us in a fascinating conversation with Michael Pink, CEO of SmartPM, as he reveals how his innovative technology is revolutionizing the construction industry. Michael shares his journey from a consultant to a transformative tech leader, highlighting how SmartPM leverages existing project data to provide real-time performance metrics. From executives to site workers, discover how teams can manage projects more effectively, ensuring they stay on time, on budget, and out of legal trouble. Listen as Michael recounts his experiences in the field, the patterns of project failures he observed, and the invaluable lessons learned during the customer discovery process. Transitioning from consulting to entrepreneurship is no easy feat; it requires significant mental and lifestyle adjustments. Michael opens up about the challenges he faced moving from a stable career to the high-stakes world of business ownership, emphasizing the heightened work ethic and focus necessary for success. Balancing a new business while starting a family, Michael's story illustrates the pressures of ensuring financial stability and the unwavering commitment it demands. This episode offers valuable insights for consultants contemplating a similar leap, suggesting how leveraging existing skills can provide a sustainable foundation while pursuing larger ambitions. Tune in to understand the values, beliefs, and intentions behind leaving a lasting legacy in business. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:35 - Introduction of Michael Pink, CEO of SmartPM 00:01:15 - Michael Pink's Background and the Origin of SmartPM 00:03:00 - Leveraging Existing Project Data for Real-Time Performance Metrics 00:05:45 - Transitioning from Construction Consultant to Innovator 00:07:30 - Identifying Patterns in Project Failures 00:09:00 - Importance of Data Visibility in Project Management 00:11:00 - Challenges During the Customer Discovery Process 00:14:44 - Mental and Lifestyle Adjustments from Consulting to Entrepreneurship 00:16:30 - Balancing Business Growth with Family Responsibilities 00:18:15 - Leveraging Existing Skills for Sustainable Business Foundation 00:20:00 - Empowering Teams with SmartPM Technology 00:22:30 - Real-Time Performance Metrics for Different Team Levels 00:24:00 - The Impact of COVID-19 on the Construction Industry 00:26:30 - Shifting Focus from Owners to Contractors 00:28:00 - Improving Scheduling and Project Controls in Construction 00:30:00 - Overcoming Over-Optimism Bias in Construction Projects 00:32:00 - Michael's Journey from Consulting to Building SmartPM 00:34:00 - Balancing Entrepreneurship with Family Life 00:36:00 - Building a Business Legacy in the Construction Industry 00:38:00 - Final Thoughts and Reflections on the Journey 00:39:30 - Where to Find More Information About SmartPM 00:40:00 - Closing Remarks and End of the Episode Visit the website https://smartpm.com/ to find out more about SmartPM's work. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
Can AI truly transform the e-commerce experience and create the ultimate digital salesperson? Tune in as we sit down with Dan Wagner, CEO of Rezolve, to uncover how his vision and innovative AI solutions like Brain Commerce, Brain Checkout, and Brain Assistant are set to revolutionize online shopping. Dan shares his extensive knowledge and experience in technology to shed light on the persistent challenges of current e-commerce systems, and how Rezolve's approach promises to simplify product discovery, streamline checkout processes, and enhance after-sales support. Discover how empathy, expert knowledge, and effective closing techniques are being harnessed by AI to create more meaningful and personalized shopping interactions. In a compelling discussion, we explore the limitations of existing digital interfaces and how Rezolve's conversational approach can guide consumers more effectively. By breaking down language barriers, this technology not only enhances the global reach of e-commerce platforms but also aims to significantly reduce customer attrition rates and improve overall satisfaction. Dan also opens up about his personal entrepreneurial journey, sharing invaluable lessons from overcoming failure to building success. Learn about the perseverance, resilience, and long-term relationships that have been crucial to his achievements. As Rezolve takes the bold step of going public, Dan offers insights into the exciting opportunities this move presents for investors and stakeholders. Don't miss this episode filled with wisdom, innovation, and practical advice for anyone passionate about the future of e-commerce and the entrepreneurial spirit. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:45 - Revolutionizing E-Commerce With AI Technology 00:08:31 - Transforming Digital Commerce With AI 00:19:17 - Overcoming Failure and Building Success 00:24:57 - Building Long-Term Relationships in Business 00:32:49 - Exploring Rezolve's Innovative Public Offerings 00:33:50 - Conclusion and Final Thoughts from Dan Wagner 00:34:50 - Closing Remarks and Where to Find More Information About Rezolve Visit the website https://www.rezolve.com/ to find out more about rezolve's public offerings and future prospects. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
Ever wondered how to build a financial model that not only supports sustainable agriculture but also stands resilient during market upheavals? Dan Miller, the visionary founder and CEO of Steward, shares his remarkable journey from co-founding Fundrise to pioneering a platform that empowers farmers with human-centric and flexible financing solutions. Tune in as he delves into the intricacies of Steward's alternative credit model, which has shown exceptional resilience even amid industry shakeups like the collapse of Silicon Valley Bank. This episode reveals the transformative power of regenerative agriculture and distributed food systems in a post-pandemic world. Through compelling stories, including the rise of a vertically integrated meat company, Dan illustrates how Steward identifies and nurtures impactful projects. He also candidly discusses the evolution of his decision-making skills and the essential role that trusting one's instincts plays in leadership. As a remote-first company, Steward emphasizes flexibility and personal fulfillment, creating an environment where team members can seamlessly blend their passions with their work. Don't miss this insightful conversation on building a values-driven financial legacy and supporting the future of sustainable food systems. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:37 - Introduction to Dan Miller, Founder and CEO of Steward 00:01:15 - Dan Miller's Background and Journey from Fundrise to Steward 00:02:20 - The Concept and Operation of Steward: Online Capital Raising for Sustainable Food Systems 00:03:45 - Impact of Interest Rate Changes and Resilience During Market Freezes, including the Silicon Valley Bank Collapse 00:05:00 - Identifying and Supporting Worthy Projects: Example of a Vertically Integrated Meat Company 00:08:00 - Building a Unique Credit Model for Alternative Agriculture and Regional Food Systems 00:09:45 - Initial Challenges and Evolution of Decision-Making in Financing Non-Traditional Agricultural Enterprises 00:11:15 - Surge in Recognition of Regenerative Agriculture Post-Pandemic 00:12:00 - Trusting Instincts and Lessons Learned from Various Business Ventures 00:13:00 - Steward's Remote-First Company Model: Flexibility and Personal Fulfillment 00:14:30 - Supporting Undervalued Businesses with Human and Flexible Financing Solutions 00:16:00 - Insights on Sustaining Regional Food Systems 00:17:00 - Significance of a Human-Centric Approach to Finance 00:18:30 - Surprises and Positive Developments in Sustainable Agriculture and Steward's Impact 00:20:00 - The Importance of Values and Culture in Steward's Operations 00:21:30 - Building Legacy Through Sustainable and Regenerative Agriculture 00:22:30 - Future Projects and Expansion Plans for Steward 00:23:30 - How Listeners Can Get Involved with Steward 00:24:00 - Closing Remarks and Final Thoughts from Dan Miller 00:25:00 - Conclusion and Where to Find More Information About Steward Visit the website https://gosteward.com/ to find out what Dan and Steward are up to. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
What if integrating AI into fashion could revolutionize the industry while preserving human creativity? Join us for an enlightening conversation with Daniel Citron, the visionary CEO and founder of AI Fashion, as he shares the origins and mission of his groundbreaking company. Discover how AI Fashion's innovative technology allows major fashion brands to showcase their products on diverse body types and backgrounds, leading to increased sales and reduced return rates. Daniel also takes us through his fascinating journey from the film industry to tech giants like Google and MIT, culminating in the creation of AI Fashion, which initially started with 3D simulation tools for filmmakers before pivoting to fashion. In this episode, we uncover the fascinating development of AI Fashion's technology, which was initially designed for film pre-production but found significant applications in the fashion industry. Daniel emphasizes the importance of achieving realism and accuracy in cloth simulations to provide true value to both brands and customers. We also delve into essential business lessons on embracing failure and taking risks, especially in startup environments. Finally, Daniel shares his long-term vision for AI Fashion, highlighting its potential benefits for businesses and the environment, while striving to balance technological advancements with human empowerment. Tune in to gain a glimpse into the future of fashion technology and learn valuable insights from a true industry pioneer. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:30 - Introduction of Daniel Citron, CEO and founder of AI Fashion 00:01:00 - Origins and Mission of AI Fashion00:02:30 - Daniel Citron's Background in the Film Industry and Experiences at Google and MIT 00:04:36 - Transition from 3D Simulation Tools for Film to Fashion Industry Applications 00:05:30 - Technical Development for Physically Accurate Cloth Simulations 00:06:45 - Realism and Accuracy in AI-Generated Fashion Displays 00:08:00 - Broader Implications of AI Technology in Fashion and Beyond 00:09:00 - Embracing Failure and Taking Risks in Startup Environments 00:10:17 - Lessons Learned in Business and the Importance of Failure 00:11:30 - Long-Term Vision for AI Fashion: Balancing Technology with Human Creativity 00:12:45 - Benefits of AI Fashion for Businesses and the Environment 00:14:00 - Desired Legacy: Technological Advancements Empowering Human Creativity 00:15:30 - Final Thoughts and Future Directions for AI Fashion 00:16:30 - Where to Follow Daniel Citron and Learn More About AI Fashion 00:17:00 - Conclusion and Closing Remarks from the Host Visit the website https://www.ai.fashion/ to find out how Daniel and his team are changing the fashion industry. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
Have you ever wondered what it takes to create lifelike characters that captivate audiences in theme parks and movies? Join us for an inspiring conversation with Lee Romaire, the mastermind behind Romaire Studios. Discover how Lee's childhood visits to Disneyland and his early taxidermy experiments in Louisiana ignited a lifelong passion for crafting realistic characters. Hear about his transformative move to Los Angeles to learn from the legendary makeup artist Dick Smith, and how he shifted his focus from the film industry to the more stable and creatively rewarding theme park sector. This episode is filled with fascinating stories of Lee's journey and the evolution of Romaire Studios from a humble garage operation to a distinguished enterprise. Explore the inner workings of Romaire Studios with Lee as he shares insights into the technological advancements that have revolutionized character creation. Learn about the pivotal business decisions that ensured the company's growth, including the importance of delegation and choosing the right industry focus. This episode is a treasure trove of valuable lessons and inspirational tales from a true master of his craft. Don't miss out on this chance to gain a deeper understanding of the art and business of realistic character creation. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:02 - Creating Realistic Characters for Entertainment 00:00:15 - Lee Romare's Early Inspirations and Childhood in Louisiana 00:01:45 - Influence of Disneyland Visits and Early Fascination with Realism 00:03:00 - Learning Taxidermy and Running a Small Business as a Child 00:04:20 - Studying Advertising in College and Rediscovering Creativity 00:05:30 - Moving to Los Angeles and Studying Under Makeup Artist Dick Smith 00:07:00 - Transition from Film Industry to Theme Parks 00:08:20 - Founding Romare Studios and Early Challenges 00:09:40 - Importance of Delegation and Growing the Business 00:11:00 - Technological Advancements and Their Impact on Character Creation 00:12:55 - Exploring Romare Studios With Lee 00:13:00 - Overview of Romare Studios' Projects and Collaborations 00:14:20 - Highlighting Key Projects and Notable Achievements 00:15:30 - Advice for Aspiring Character Creators and Art Students 00:17:00 - Lee Romare's Legacy and Final Reflections 00:18:55 - Closing Remarks and Where to Find More Information About Romare Studios Visit www.romairestudios.com to see a stunning collection of their work and follow Lee on Instagram for updates on his latest project. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
This week on Business Legacy Podcast for an enlightening conversation with Todd Greenbaum, president and CEO of Input1. Listen in as Todd shares his personal journey from high school gamer to seasoned business leader in the insurance industry. We explore the comprehensive services offered by Input1, which streamline all payment modalities for insurance premiums, including notifications and customer service. Todd discusses the complexities of developing software in a highly regulated industry, the challenges of managing diverse regulatory requirements across different states and coverages, and the difficulties in integrating current systems with legacy systems within the insurance sector. His reflections underscore the intricate nature of modernizing insurance payment processes and the significant role Input1 plays in this transformation. In another segment, Todd talks about the evolution of his career over 40 years, from writing code to managing a small business, handling marketing, sales, and customer service. He emphasizes the importance of operational discipline in building scalable solutions, which has led to long-term client relationships and substantial business growth. The episode concludes with Todd sharing his vision for Input1's legacy in digital transformation, the influence of his father and grandfather, and valuable lessons from Warren Buffett and Charlie Munger. Todd also provides insights on prioritizing people, events, and time over material wealth, and where to find more information about Input1. Don't miss this episode filled with practical insights and inspiring stories of hard work and innovation. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:37 - Todd Greenbaum's Introduction and Overview of Input1 00:01:50 - Todd's Early Involvement in Input1 and Its Evolution 00:03:53 - Transition from High School Gamer to Coder 00:04:20 - Challenges of Developing Software in a Regulated Industry 00:05:45 - Integration Complexities with Legacy Systems 00:07:15 - Initial Strategies for Acquiring Customers 00:08:50 - Importance of Operational Discipline in Business Growth 00:10:15 - Expanding Sales and Marketing Efforts for Growth 00:12:00 - Reflections on the Best and Worst Business Decisions 00:14:00 - Major Innovations and Technological Shifts in Input1 00:15:30 - Role of AI in Customer Service and Data Analysis 00:16:50 - Characteristics of Great Hires and Leadership Insights 00:18:00 - Future Excitements and Prospects for Input1 00:19:30 - Personal Insights: Favorite Game and Family Lessons 00:21:00 - Building a Legacy Through Hard Work and Ethics 00:22:15 - Reflections on Money and Prioritizing Relationships 00:23:45 - Finding More Information About Input1 00:24:30 - Closing Remarks and Gratitude from Todd Greenbaum 00:25:00 - Final Thoughts from Host Paul Dio 00:25:30 - Where to Find More Information About the Business Legacy Podcast Visit the website to learn more about Input1 https://www.input1.com/ and how they are changing insurance. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. If you enjoyed the episode, leave a review and rating on your preferred podcast platform.
What if you could revolutionize an entire industry while staying true to your faith? Join us on the Business Legacy Podcast as we sit down with Peter Snell, CEO of Petrovybe, who shares his extraordinary journey from a successful career in management consulting to making waves in the oil and gas sector. Discover how he fell in love with an industry fraught with challenges and dedicated himself to addressing its systemic issues, all while emphasizing biblical stewardship and the value of curiosity and mentorship. Peter delves into the transformative concepts from Tennis and the powerful application beyond sports. Learn how separating practice from real-time execution and focusing on mental renewal, as inspired by Romans 12, can elevate your business performance. We also discuss tackling outdated practices in the oil and gas industry, emphasizing the need for innovation and questioning long-standing methods to foster growth and improvement. Finally, Peter shares his groundbreaking approach to oil and gas investments, challenging traditional models that overlook sustainable ROI. By advocating for a holistic approach combining sound business and economic principles, he highlights the importance of transparency, realistic expectations, and a solid reinvestment strategy. Peter also offers his inspiring perspective on integrating faith and vocation, underscoring work as a platform for discipleship and leaving a lasting legacy that reflects spiritual values. Tune in for an insightful conversation brimming with wisdom and practical advice. Timestamps 00:00:01 - Introduction and Welcome to Business Legacy Podcast 00:00:37 - Introduction of Peter Snell, CEO of Petrovybe 00:01:00 - Peter Snell's Transition from Management Consulting to Oil and Gas 00:03:00 - Overcoming Initial Challenges and Developing a Passion for Oil and Gas 00:05:30 - Addressing Systemic Issues in the Industry 00:06:45 - Importance of Biblical Stewardship and Accountability 00:08:18 - Concepts from "The Inner Game of Tennis" Applied to Business 00:09:00 - Distinction Between Self 1 and Self 2 00:09:45 - Importance of Separating Practice from Execution 00:10:30 - Reflecting on Mistakes and Learning from Challenges 00:11:00 - Importance of Mental Renewal in Business Growth 00:11:52 - Critique of Outdated Investment Strategies in Oil and Gas 00:12:30 - Need for Holistic Approaches Combining Business and Economic Principles 00:14:00 - Transparency and Realistic Expectations for Sustainable ROI 00:16:00 - Importance of a Reinvestment Strategy and Compounding Economics 00:18:30 - Attracting Investors with Sound Business Practices 00:20:30 - Integrating Faith and Vocation in Business 00:21:45 - Work as a Platform for Discipleship 00:23:00 - Long-lasting Impact of Spiritual Influence 00:23:50 - Reflecting on Personal Legacy and Growth 00:25:00 - Closing Thoughts and Encouragement for Listeners 00:26:00 - Invitation to Connect and Learn More About Petrovybe 00:27:00 - Final Remarks and Conclusion Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. Visit the website https://www.virtuallatinos.com/ to learn more about how they do outsourcing differently and what they are up to. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com.
"If you go in with the right mindset, the mindset of there's incredible surplus in the world and there's tons of money out there to be had and there's a lot of people looking for solutions. And if you go out there and you go in with a growth mindset and focus on just learning, pushing yourself outside your comfort zone, trying new things, sticking with it, having resilience, having grit over a long enough period of time, you have a very high likelihood of success." - Mike Molinet This week on the podcast, Paul interviews Michael Molinet the founder of Branch, a 500-employee, unicorn company that powers mobile apps, mobile linking, and Attribution for the top apps in the world. He is a mechanical engineer and MBA, and has been on an unplanned journey since moving to California in 2012. Enjoy this weeks discussion. You will Learn How Immigrant Parents Inspire Success: Exploring the impact of growing up in an immigrant family and how it can lead to success. Unlocking the Potential of a Growth Mindset: Discovering the power of developing a growth mindset and how it can lead to remarkable outcomes. Maximizing Employee Motivation: Examining the differences between intrinsic and extrinsic motivators and how to identify which type motivates each employee. Thank you for listening Connect with Mike here:LinkedIn: https://www.linkedin.com/in/mikemolinet/ Twitter: https://mobile.twitter.com/mikemolinet Connect with Paul https://innovativewealth.com/ https://businesslegacypodcast.com/
What if your childhood filled with constant relocations could shape you into a successful entrepreneur? Join us as we chat with Tom Lewis, the President and Founder of TW Lewis Company, who shares his incredible journey from being a Navy brat to leading a thriving home-building business. Tom opens up about his early life, the challenges of moving frequently, and how his education in mechanical engineering and business laid the foundation for his career. He discusses the importance of gaining diverse experiences and the role continuous learning played in his success. Tom also touches on the rewarding work of his foundation, aimed at supporting children and families in need, and underlines the significance of vision, persistence, and giving back to the community. In the second half of our conversation, Tom dives into valuable business insights and the importance of resilience in entrepreneurship. He recounts a significant failure in his Denver home-building business that taught him crucial lessons about market knowledge and risk management. Tom emphasizes the necessity of taking calculated risks and the importance of understanding one's own limitations and talents. We also explore a broader perspective on personal legacy, purpose, and happiness, drawing inspiration from exceptional athletes and principles from his book "Solid Ground." Learn about the impactful initiatives of the TW Lewis Foundation and how applying business principles can enhance nonprofit operations. Don't miss out on Tom's profound experiences and advice that could help shape your own path to success. Timestamps 00:00:01 - Introduction and Welcome to Business Legacy Podcast 00:00:08 - Introduction to Tom Lewis: From Navy Brat to Business Giant 00:00:37 - Tom Lewis' Early Life and Education in Mechanical Engineering 00:01:52 - The Transition to Business and Founding TW Lewis Company 00:02:30 - Importance of Gaining Diverse Experiences and Continuous Learning 00:03:25 - Overview of TW Lewis Foundation and Its Mission 00:04:00 - Challenges and Lessons from Tom's Early Career 00:04:45 - Tom's Approach to Business: Vision, Persistence, and Giving Back 00:07:56 - Essential Business Advice and Learning from Failures 00:09:10 - The Denver Home-Building Failure: Lessons in Market Knowledge and Risk Management 00:11:00 - Taking Calculated Risks and Being Open to New Experiences 00:12:15 - Understanding One's Own Limitations and Strengths 00:13:00 - Reflection on Key Decisions and Experiences Shaping Tom's Career 00:14:30 - Emphasizing Resilience and Toughness in Entrepreneurship 00:15:30 - Building a Successful Business: Finance, Operations, and Marketing 00:16:30 - Importance of Hiring Skilled People and Learning Continuously 00:17:30 - Personal Legacy: Purpose, Wisdom, Meaning, and Happiness 00:18:00 - Insights from LeBron James and Michael Jordan on Hard Work 00:19:00 - Defining Happiness: Love, Gratitude, and Moral Living 00:19:30 - TW Lewis Foundation's Impact and Partnership Approach 00:20:00 - Information on Tom's Book "Solid Ground" and Its Key Themes 00:21:00 - Where to Find "Solid Ground" and More About the TW Lewis Foundation 00:22:00 - Conclusion and Final Thoughts from Tom Lewis 00:23:00 - Closing Remarks and Where to Find More Information About the Podcast Visit the website https://www.twlewis.com/philanthropy.php to learn more about the foundation and what they do. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
Curious about how one CEO transformed a modest franchise into an industry giant with 162 locations? In this episode of the Legacy podcast Paul chats with Kim Gubera, the powerhouse CEO of Pirtek USA. She shares her incredible journey from corporate controller to leading an empire specializing in mobile hydraulic and industrial hose repair. Kim opens up about the strategic decisions and personal challenges she faced while transitioning from a financial role to overseeing all aspects of the business. Learn about the unique business model of Pirtek USA and how Kim's hands-on leadership style and commitment to addressing cultural issues contributed to their impressive growth across the US and Canada. Kim doesn't just stop at business insights; she dives into her personal philosophies about money and legacy, shaped by her experiences growing up in poverty. Discover how her frugal mindset and view of money as a tool, rather than a goal, have guided her career and leadership style. Kim also discusses the vital role of mentorship in her life and her unwavering commitment to honesty and advocacy for her employees and franchise owners. If you're looking for a heartfelt and informative conversation on leadership, growth, and the true meaning of success, this episode is a must-listen. Timestamps 00:00:01 - Introduction and Welcome to Business Legacy Podcast 00:00:37 - Kim Gubera's Transition from Corporate Controller to CEO 00:02:00 - Overview of Pirtek USA's Business Model and Services 00:03:25 - Growth of Pirtek USA to 162 Franchise Locations 00:04:15 - Kim's Leadership Style and Importance of Mentorship 00:05:30 - Cultural Challenges and Early Actions as CEO 00:07:10 - Personal Visits to Franchise Owners and Building Trust 00:09:00 - Success Stories of Franchise Owners 00:10:20 - Key Attributes of Successful Franchise Owners 00:11:40 - Training and Development for New Franchise Owners 00:13:05 - Maintaining Culture and Brand Standards Amidst Growth 00:14:30 - Delegating Financial Responsibilities to a Strong CFO 00:15:45 - Best Decision: Transitioning to Franchising 00:17:00 - Worst Decision: Staying in a Comfortable Role Too Long 00:18:15 - Kim's Evolving Beliefs About Money and Legacy 00:19:30 - Using Money as a Tool for Greater Impact 00:20:10 - Kim's Desired Legacy: Advocacy, Honesty, and Making a Difference 00:21:00 - Where to Follow Pirtek USA's Activities 00:21:45 - Closing Remarks and Final Thoughts from Kim Gubera Visit the website https://pirtekusafranchise.com/ to learn more about Pirtek and what they do. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. If you enjoyed this episode please leave a rating and review. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
What fuels the extraordinary journey from an unfocused youth to a driven adult who co-founded a leading data protection company? This episode of the Business Legacy we unravel the story behind Stacey Hayes, co-founder and EVP of Assured Data Protection. You'll learn how Stacey's early years in North Carolina, a transformative stint in the Navy, and his experiences in IT services laid the foundation for his entrepreneurial success. Discover the pivotal moments that led to aligning with OEM partners like Rubrik and the relentless commitment to operational excellence that propelled Assured Data Protection. Stacey offers a candid look at the challenges of transitioning from a generalist role to a specialist environment, highlighting the intense growth and dedication required. Whether it's the complexities of convincing customers to take significant risks or the vital importance of a strong team, this episode underscores the essence of hard work and the role of people in sustained business success. Tune in for an unforgettable journey of resilience, passion, and legacy-building. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:37 - Stacey Hayes' Early Life and North Carolina Roots 00:02:05 - Academic Years at the University of North Carolina 00:03:12 - Navy Service and the Transition to Washington, DC 00:04:28 - Co-Founding Assured Data Protection and Aligning with OEMs 00:05:45 - Personal Anecdotes: Meeting His Wife and Discovering Boating 00:06:52 - Navigating Unnatural Success and Overcoming Obstacles 00:08:15 - Regret and Motivation from Missed Opportunities 00:09:30 - Transition from Military to Technology Space 00:10:55 - Co-Founding DS3 Data Vaulting and Learning to Operate a Company 00:12:20 - The Challenge of Adapting from Generalist to Specialist at Virtustream 00:14:00 - The Importance of Relentless Dedication and Relationship Building 00:15:59 - Building Legacy Through Hard Work and Sheer Will 00:17:30 - Convincing Customers to Take Risks with Data Protection 00:18:45 - Balancing Personal Life and Business Priorities 00:20:10 - The Importance of Building a Strong Team and Continuously Improving 00:21:45 - Differences in Working at Small to Medium-Sized Companies vs. Large Corporations 00:23:05 - Importance of Teamwork and Perseverance in Achieving Business Growth 00:24:30 - Reflecting on the Unique Dynamics of Various Company Sizes 00:26:00 - Conclusion and Final Thoughts from Stacey Hayes 00:27:15 - Closing Remarks and Where to Find More Information About Assured Data Protection Visit the website https://holdenadvisors.com/ to learn more about Holden Advisors and what they are up to. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
Ever wondered what it takes to turn a company around and sell it for $1.8 billion? Join us on the Business Legacy Podcast as we sit down with Dr. Adam Carter, CEO of OpenLight, who shares his incredible journey from the UK to California, navigating the tech industry with giants like HP, Cisco, and Broadcom. Discover the strategic insights and market opportunities that led to the remarkable sale, and learn how Dr. Carter managed to balance the intense demands of his career with family life. Drawing from his experiences with notable CEOs, he emphasizes the importance of a customer-focused strategy and the delicate balance between listening to customer needs and leading them towards innovative solutions. Don't miss this insightful discussion filled with personal and professional wisdom from Dr. Adam Carter. Highlights from this Episode: Career Evolution and Business Success: Dr. Adam Carter, CEO of OpenLight, shares his journey from the UK to key roles at HP, Cisco, and Broadcom. He notably led Aclaro's turnaround and its $1.8 billion sale to Lamentum, showcasing his market and growth expertise. Transition to Personal Life and Stay-at-Home Dad: After a major career exit, Dr. Carter became a stay-at-home parent, navigating daily routines, family time, and hobbies like cooking and golfing. This period fostered personal growth, health, and fitness, as well as financial adjustments. Balancing Consultancy Work and Family Duties: During his break, extended by COVID, Dr. Carter balanced consulting work with family responsibilities. He advised various companies, including a University of Glasgow startup, sharing his experience while maintaining family support. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:35 - Dr. Adam Carter's Background and Move to California 00:01:50 - Early Career at HP, Cisco, and Broadcom 00:04:15 - Turning Around Aclaro and Strategic Market Decisions 00:07:30 - The $1.8 Billion Sale to Lamentum 00:09:00 - Personal Challenges of Extensive Travel 00:10:30 - Transitioning to Life After the Company Exit 00:11:15 - Adjusting to Stay-at-Home Parenting 00:12:30 - Consulting Work and Intellectual Stimulation 00:14:00 - Impact of COVID on Extended Break 00:14:45 - Personal Growth: Health, Fitness, and Hobbies 00:16:51 - Raising Children Fluent in Mandarin 00:18:00 - Insights on Legacy: Personal and Professional 00:19:30 - Customer-Focused Innovation at OpenLight 00:21:00 - Balancing Customer Needs with Innovative Solutions 00:22:30 - Closing Remarks and Contact Information for OpenLight Resources: Visit the website https://holdenadvisors.com/ to learn more about Holden Advisors and what they are up to. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
The secrets of distinguished leadership and pricing strategies with Brian Doyle, President and CEO of Holden Advisors, in our latest Business Legacy Podcast episode. Learn how Brian's transition from an Air Force pilot to a business leader has shaped his unique approach to defining missions and managing diverse teams. He shares his insightful journey from a Six Sigma role at GE Capital to mastering customer-oriented sales and marketing, emphasizing the importance of problem-solving and customer engagement in driving business value. Discover the art of developing value-based pricing strategies in the B2B realm. Brian offers a deep dive into analyzing transactional data, understanding market competition, and conducting customer interviews to reveal true pricing power. Gain practical tips on training sales teams to effectively communicate value and manage dynamic pricing. Hear inspiring client success stories that highlight the necessity of firm boundaries and empowering teams to achieve remarkable results. This episode is packed with essential lessons on evolving leadership styles and creating a lasting business legacy—don't miss out! Topics covered in this Episode: Learn the importance of analyzing transactional data, understanding market competition, and conducting customer interviews to uncover true pricing power. Find out the secret to evolving leadership styles and the importance of empowering teams to enhance performance. Brian shares his strategies management, for effectively navigating organizational emphasizing the change, drawing from his experiences and challenges of in both military and defining missions corporate environments. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:37 - Brian Doyle's Journey from Air Force Pilot to Business Leader 00:02:18 - Comparing Military Leadership with Commercial Business Management 00:03:54 - Transitioning from Six Sigma at GE Capital to Sales and Marketing 00:05:12 - Understanding Price and Value in the B2B Space 00:07:08 - Analyzing Transactional Data and Conducting Customer Interviews 00:08:37 - Training Sales Teams to Communicate Value and Manage Pricing 00:10:05 - Differentiating Genuine Price Buyers from Bluffers 00:12:22 - Importance of Leadership in Enhancing Team Performance 00:14:54 - Adopting an Inclusive and Patient Approach to Decision-Making 00:16:07 - Client Success Story: Doubling Prices Without Losing Customers 00:17:52 - Negotiation Techniques: Maintaining Firm Boundaries 00:19:37 - Legacy Goals: Equipping Clients to Charge for Value Delivered 00:21:25 - How to Connect with Brian Doyle and Holden Advisors Visit the website https://holdenadvisors.com/ to learn more about Holden Advisors and what they are up to. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com.
Jill Stuber's journey into leadership development in the food industry is a story of personal connection and purpose. Having spent years in the food industry herself, Jill and her partner recognized a significant need for transforming leadership styles and building better relationships within the industry. Their experience in food safety and quality highlighted the importance of soft skills in creating a culture of pride and purpose at work. Jill's passion for this cause is evident as she shares her insights on the evolving needs of employees and the crucial shift towards a more holistic approach to leadership post-COVID. Her emphasis on the significance of understanding individual motivations and fostering a sense of belonging resonates deeply, setting the stage for a compelling narrative that aims to inspire and drive positive change within the food industry. Topics covered in this Episode: Learn how to elevate your leadership skills in the food industry to drive growth and success. Uncover the keys to building strong and meaningful relationships as a leader in the food industry. The secrets to creating a work culture filled with pride, purpose, and motivation. Timestamps 00:00:00 - Introduction and Purpose of Legacy Podcast 00:00:37 - Catalyst's Focus on Leadership Development 00:03:07 - Evolution of Leadership Pre and Post-COVID 00:08:27 - Inspiring Team in Everyday Industries 00:12:11 - Recognizing the Need for Leadership Improvement 00:15:24 - Balancing Passion and Play 00:17:53 - Embracing Change for Future Generations 00:19:43 - Avoiding Absolutes and Embracing Vulnerability 00:21:28 - Building Confidence and Using Voice Visit the website foodsafetycatalyst.com to learn more about Catalyst and their leadership development programs in the food industry. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
Paul Dio's guest is Paden Sickles, she shared her compelling journey from military engineer to successful entrepreneur. Sickles' foray into entrepreneurship stemmed from a personal dilemma - the discomfort he faced due to the demanding conditions of military service. This prompted her to craft a unique solution: Sick fit socks. Her dedication to product testing and refinement, involving 87 different pairs of socks, led to the creation of a high-quality, innovative product. Sickles' commitment to addressing specific consumer needs and educating the target audience has been pivotal to her brand's success. Her story not only showcases the importance of perseverance and attention to detail but also highlights the impact of a purpose-driven approach to entrepreneurship. Topics covered in this Episode: Discover the secrets behind developing a successful sock brand and turning it into a thriving business. Understand the importance of product testing in business and how it can lead to increased customer satisfaction and loyalty. Strategies for building a lasting legacy through entrepreneurship and leaving a meaningful impact on the world. Timestamps 00:00:00 - Introduction and Financial Advice 00:01:03 - Paden Sickles' Background and Business Idea 00:02:26 - Challenges in Sock Design 00:05:24 - Impact and Legacy 00:08:28 - Lessons Learned and Niche Targeting 00:13:06 - Entrepreneurial Style 00:14:20 - Legacy and Impact 00:15:00 - The Meaning of Legacy 00:16:08 - Connecting with Sick Fit Visit the website sickfitus.com to explore and purchase Sick Fit socks and learn more about the brand. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
This is one of my favorite episodes so I wanted to bring it back for you all to take a listen. Explore the artistry behind the buildings we live and work in with Bill Baker, principal of MSA Design. In this episode, Bill shares his journey in architecture, shaped by Midwestern values and a diverse career. He discusses the connection between communities and the structures they value, emphasizing the importance of matching the right talent to the right project. Bill also talks about the complexities of working with clients and the skills needed for effective architectural communication. Drawing from his experience in family business and the hospitality industry, he offers insights on customer engagement and team collaboration, especially in educational and sports architecture. Listen as Bill reflects on the evolution of sports architecture and the importance of creating spaces that bring people together. He shares his thoughts on professional growth, adaptability, and the lasting impact of architectural legacy. Tune in to understand the significance of building for future generations. Topics covered in this Episode: Understand the importance of placing the right people in the right roles at optimal times in architectural projects. Explore the concept of legacy in architecture and the fulfillment derived from witnessing community engagement with buildings. Gain insights into the value of customer service skills and lessons learned from working in a family-owned business, particularly in managing relationships and handling challenges in architectural design and construction. Timestamps 00:00 Introduction to the Episode 01:26 Guest Introduction: Bill Baker of MSA Designs 01:30 Journey into Architecture 03:27 The Role of Architecture in Building Legacies 07:18 The Craft of Aligning Teams with Client Vision 29:30 Navigating Architectural Career with Personal Growth 36:13 Concluding Thoughts on Legacy Resources Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. MSA Design Website: To learn more about MSA Design and their services, visit https://www.msaarch.com/. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
Peter Wasmer's entrepreneurial journey is a testament to the power of curiosity and the willingness to embrace discomfort. Growing up in an entrepreneurial household, Peter's early exposure to the ups and downs of business ignited a passion for carving his own path. From a traditional financial services job to venturing into equipment leasing, Peter's career took unexpected turns. His leap into the world of motorcycle leasing, driven by an inherent curiosity, led to the establishment of Chrome Capital and the subsequent revolutionizing of the service business with ProValet. Embracing the discomfort of unpredictability, Peter's story showcases the impact of valuing authenticity and leveraging one's expertise to spearhead innovation. As he delved into uncharted territory, his journey exemplifies the rewards of challenging the status quo and embracing change for impactful entrepreneurial success. In this episode, we cover: How to build a highly successful equipment leasing business. Peter's journey of launching a motorcycle leasing company. The power of revolutionizing service businesses with automation for sustainable growth. The impact of honesty in both family and business for lasting success. Connect with Paul here: Website: https://innovativewealth.com/Podcast Website: https://businesslegacypodcast.com/ The key moments in this episode are: 00:00:00 - Introduction and Entrepreneurial Background 00:04:18 - Transition to Pro Valet 00:07:39 - Pro Valet and Business Process Automation 00:11:11 - Early Adopters and Impact 00:14:16 - Key Decision and Lessons Learned 00:14:52 - Overcoming Financial Struggles 00:16:47 - Evolution of Leadership Style 00:18:08 - Gratification in Creating Value 00:19:41 - Alternative Career Path 00:21:04 - Legacy and Values Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Pro Valet website: Visit Pro Valet's website at provalet.io to learn more about their business process automation tool for small and medium-sized service businesses. LinkedIn: Connect with ProValet on LinkedIn to stay updated on their latest developments and news in the business process automation space. Investment Opportunities: If you are an investor interested in startups, consider exploring potential investment opportunities with ProValet to support their growth and expansion. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
In today's conversation with Marc Garson, founder of Ibrands Global, to uncover the valuable insights garnered from his 40 years of entrepreneurial experience. Marc's journey from the apparel industry to sustainability products provides a rich tapestry of lessons for aspiring entrepreneurs. His ability to thrive during economic downturns, emphasis on customer-centric business practices, and insights into managing family dynamics within a business setting offer a wealth of wisdom. From overcoming financial challenges to transitioning business focus, Marc's story not only inspires but also equips listeners with practical strategies for sustainable business success. By implementing Marc's insights, aspiring entrepreneurs can gain a deeper understanding of building a legacy in business, overcoming financial challenges, prioritizing customer satisfaction, transitioning business focus, and managing family dynamics in business operations. Whether you're seeking to navigate the complexities of entrepreneurship or aiming to leave a positive impact on the world through your business endeavors, this episode is a treasure trove of invaluable lessons that can steer you towards long-term success. In this episode, we cover: How to overcome financial challenges with practical advice from an experienced entrepreneur. Discover the crucial role of customer satisfaction in achieving business success. Explore the transition from apparel to sustainability products for a thriving business. The key moments in this episode are: 00:00:00 - Setting the Stage 00:01:21 - Early Entrepreneurial Journey 00:08:43 - Thriving in Downturns 00:12:23 - Sources of Inspiration 00:15:41 - Balancing Family and Business 00:17:41 - Family Business Challenges 00:18:32 - Personal Legacy 00:19:49 - Impact During Pandemic 00:20:24 - Family Business Continuity 00:21:29 - Closing Remarks Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. iBrands Global - Explore the products and services offered by iBrands Global, including Remota, Remcoda, and Blue Labs. Discover sustainable and environmentally friendly products for food service and other industries. https://ibrandsglobal.com/, https://www.remcoda.com/ Blue Zen - Check out the Blue Zen brand for a range of products available in various areas. Explore their offerings and support their mission to make a positive impact on the world. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
Nick Friedman, co-founder of the successful moving and hauling company, shares his journey of how a simple summer gig transformed into a thriving business empire. It all began during college when a spontaneous idea from a friend's mom sparked the birth of "College Hunks Hauling Junk." Embracing the unexpected, they ventured into uncharted territory, learning to navigate the moving and hauling industry. From their humble beginnings, they transitioned from working in the business to working on the business, realizing the importance of creating systems and processes. The pivotal shift towards franchising and expanding their services marked a new chapter in their entrepreneurial story. Nick's candid account of the challenges and triumphs in building a distinctive brand resonates with budding entrepreneurs, showcasing the power of adaptability and resilience. This episode provides a rich source of content for future discussions on leadership, company culture, and brand impact, making it a valuable listen for entrepreneurs and established businesses navigating changing market conditions. In this episode, we cover: How to uncover effective strategies for shifting from working in your business to working on it. The secrets to successfully franchising a moving company. How to explore innovative marketing tactics tailored for moving services. Connect with Paul here: Website: https://innovativewealth.com/Podcast Website: https://businesslegacypodcast.com/ Resources: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Nick Friedman's website: Nickfriedman.com - This is where you can find more about Nick Friedman and his work with College Hunks. College Hunks website: Collegehunks.com or collegehunksPaulingjunk.com - Visit these websites to learn more about College Hunks and their services. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode. The key moments in this episode are:00:00:00 - Introduction and Unconventional Start 00:01:58 - Working On the Business 00:05:28 - Grassroots Marketing and Client Experience 00:08:29 - Franchise Onboarding and Vision 00:10:09 - Lessons from Market Cycles 00:11:47 - Thriving in Challenging Times 00:12:34 - Creating a Positive Culture 00:13:42 - Satisfying Impact 00:15:18 - Brand Recognition and Impact 00:16:53 - Legacy and Impact
Carin Luna Ostaseski's journey into the world of Scotch whiskey is an inspiring tale of discovery and resilience. As a graphic designer for 17 years, she grappled with questions about her identity and passion. It was a chance encounter with a glass of Scotch that sparked a deep connection within her. The flavors and stories woven into each sip ignited a new purpose, leading her to embark on a whiskey adventure. Overcoming financial challenges and societal expectations, Carin's determination shone through as she delved into the unconventional path of creating her own Scotch brand, Sia. Her pioneering spirit and unwavering commitment to change the narrative surrounding Scotch whiskey are a testament to her entrepreneurial journey. Carin's story resonates with the pursuit of authenticity and the courage to pursue one's true calling, making her a beacon of inspiration for aspiring entrepreneurs seeking to carve their own unique paths in the spirits industry. In this episode, we cover: Secrets to Starting a Scotch Whiskey Brand and carve your path in the spirits industry. The Power of Crowdfunding for Spirits Brands and revolutionize your approach to funding. The Entrepreneurial Journey of Immigrant Founders and gain insights into overcoming unique challenges. Connect with Paul here: Website: https://innovativewealth.com/Podcast Website: https://businesslegacypodcast.com/ The key moments in this episode are: 00:00:00 - Introduction and Career Change 00:01:00 - Whiskey Adventure and Inspiration 00:03:53 - Unconventional Start and Kickstarter Success 00:06:32 - Financial Challenges and Imposter Syndrome 00:09:29 - Overcoming Rejection and Personal Growth 00:13:18 - Pursuing Passion Over Expectations 00:16:40 - The Power of Asking 00:17:19 - Shifting Perspectives on Money and Success 00:21:48 - Manifesting Success 00:23:54 - Embracing Authenticity Resources Instagram Handle: You can find more about Carin Luna Ostaseski and her Scotch whiskey brand, Sia, on Instagram by following @siascotchwhisky. This is where you can stay updated on the latest news, events, and promotions related to the brand. Website: To explore more about Sia Scotch whiskey, including its story, products, and where to purchase, visit their official website at siascotchwhisky.com. Here, you can also find information about their grant program and any upcoming launches. Purchase Sia Scotch Whiskey: If you're interested in purchasing Sia Scotch whiskey, you can do so through reservebar.com. They offer shipping across the United States. Business Legacy Podcast: For more episodes of the Legacy podcast and to learn about the co-hosts and their guests, visit businesslegacypodcast.com. You can also leave a review and show your support for the podcast on various platforms.
Discover the unexpected journey of Miri Offir, CEO of 911 Restoration, from a reluctant move to the US to building a legacy of empathy and unity. Her story of starting from the bottom and rising to the top through a different approach to leadership will inspire you. Miri emphasized the emotional impact on clients dealing with property damage and highlighted the significance of empathy in understanding and addressing their needs. The conversation also delved into the power of effective communication, the impact of tonality in conversations, and the importance of leadership styles focused on empathy and meaningful connections. Miri's mission to create a better world through empathy and unity serves as an inspiring example for those looking to make a positive impact in their communities and professional spheres. Her unique approach to leadership challenges traditional perceptions of corporate leadership, making this episode a valuable resource for individuals seeking to lead with empathy and make a difference in their communities. In this episode, we cover: How to embrace empathy as a powerful tool for building a lasting legacy in business. How to overcome the unique leadership challenges faced in the restoration industry. The pivotal role of digital marketing for franchises and its impact on business growth. The key moments in this episode are: 00:00:00 - Introduction to Legacy Podcast 00:00:47 - Interview with Miri Offir 00:03:33 - Transition into Franchising 00:06:33 - The Role of Empathy in Business 00:11:39 - Personal Growth and Leadership 00:16:06 - Learning from Mistakes in Customer Service 00:18:01 - Recognizing Impact Through Listening 00:19:46 - Leading Through Individuality 00:20:53 - CEO Approachability and Support 00:21:17 - Creating Unity and Empathy Through Leadership Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. 911 Restoration Website: To learn more about 911 Restoration and their services, visit 911restoration.com or 911restorationfranchises.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
Yoann Brugiere, a French and American CPA, embarked on a journey that led him to question the traditional methodologies of CPA firms. After years of working in various firms, he felt a common thread in the industry's approach. This realization fueled his desire to break free from the norm and establish his own CPA firm, RBIZ, with a distinct modern approach. Yoann's passion for redefining the CPA culture stemmed from his belief in kindness as the cornerstone of all relationships and a crucial value in the business world. His firm's emphasis on work-life balance and leveraging technology showcases his commitment to creating a progressive work environment. Yoann's innovative mindset and focus on embracing diversity and the importance of training have resulted in the exponential growth of Orbiss. His journey is a testament to the power of challenging the status quo and building a legacy that prioritizes people and modernity. Topics covered in this Episode: How to strategically leave a lasting impact on your business with a legacy that stands the test of time. The challenges professionals face within big CPA firms and learn how to navigate them effectively. Prioritize work-life balance and explore its crucial role in shaping a positive CPA culture for enhanced well-being. The key moments in this episode are: 00:00:00 - Introduction and Background 00:04:00 - Gaining Confidence and Making the Leap00:05:59 - Vision for Orbiss and Differences 00:09:27 - The Future of Technology in Accounting 00:11:57 - Collaboration and International Tax 00:14:05 - Vision and Goal for Orbiss 00:14:36 - Legacy and Teamwork 00:15:00 - Market Disruption 00:15:32 - Finding a Fit with Orbiss00:16:18 - Conclusion and Call to Action Contact Yoann directly via email at Yoann@orbiss.us for tax and compliance services related to starting a subsidiary in the US or expanding a US-based firm internationally. Visit the Orbiss website at orbiss.com for more information on their services and to find contact details for Yoann and the team. If you are a company looking to expand internationally or start a subsidiary in the US, Orbiss specializes in providing tax and compliance services tailored to your needs. For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com to access the shownotes and additional resources on the episode. Contact Yoann directly via email at Yoann@orbiss.us for tax and compliance services related to starting a subsidiary in the US or expanding a US-based firm internationally. Visit the Orbiss website at orbiss.com for more information on their services and to find contact details for Yoann and the team. If you are a company looking to expand internationally or start a subsidiary in the US, Orbiss specializes in providing tax and compliance services tailored to your needs. For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
© 2020-2025 Ivy Podcast Discovery LLC
