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Legacy Leaders

Legacy Leaders

De : Stan Miller & Katie Beth Hand
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 The Legacy Leaders podcast introduces listeners to Stan Miller and Katie Beth Hand. Stan is the CEO of Pinnacle Legacy law based in Little Rock, Arkansas where he has protected over $4 billion of client assets. Katie Beth is the legacy director of the firm. Guests on the Legacy Leaders podcast include experts in their field who have succeeded in helping their clients create a legacy and will share their secrets so you can do it too. Tune in each week for an informing conversation about helping your clients create their legacy.Copyright 2022 Your Life Your Legacy. Stan Miller & Katie Beth Hand. All Rights Reserved. Economie Management Management et direction
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    • Cary Prejean: Transforming Autocratic Owners into Visionary Leaders

      Cary Prejean: Transforming Autocratic Owners into Visionary Leaders
      Jun 25 2025
      🔑 What’s really holding your business back—and how can you get out of your own way to grow it?In this episode of Legacy Leaders, Stan and Katie Beth sit down with Cary Prejean, President, CEO, and Founder of Strategic Business Advisors. Together, they explore the powerful concept of helping business owners become better leaders by stepping out of the day-to-day operations and creating systems that drive consistent results. Cary draws from decades of experience to discuss why most entrepreneurs become the biggest bottleneck in their own businesses, and how to fix it. This episode is a must-listen for small-to-mid-sized business owners who are exhausted from constant firefighting and ready to scale with clarity, structure, and purpose. Key Takeaways:● 📉 You Are the Bottleneck: Most business problems can be traced back to the owner. Cary explains how to recognize this and take control by letting go.● 🔁 Process = Peace: Build consistent, employee-driven processes to eliminate chaos and reduce your daily involvement.● 📊 Dashboards That Matter: Know what numbers to watch weekly so you lead from data—not drama.● 💸 12 Profit Doubling Strategies: From cutting costs to incremental price increases, simple changes can lead to major financial wins.● 💬 Leadership Through Narrative: Your leadership effectiveness is shaped by the story you tell yourself—change the story, change your results. Quotes from Cary Prejean:● “What makes a great entrepreneur is often the opposite of what makes a great manager.”● “If you don’t design your business to satisfy you, the forces around you will—and you probably won’t like where it ends up.”● “You can’t be satisfied if you’ve never declared what satisfaction looks like.” 🔗 Conclusion: Cary delivers a masterclass in transforming owner-led businesses into process-driven organizations. If you're a business owner tired of doing it all yourself, this conversation will show you the roadmap to sustainable growth—and peace of mind. Connect with Cary:Website: https://strategicbusinessadvisors.org Facebook: https://www.facebook.com/CFOconsultingLA Instagram: https://www.instagram.com/cfoconsultingllc54/ LinkedIn: https://www.linkedin.com/in/caryprejean/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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      32 min
    • James Alexander: Financial Wisdom and Fiduciary Responsibility

      James Alexander: Financial Wisdom and Fiduciary Responsibility
      Jun 18 2025
      🎙️ Do you know what it really means to be a fiduciary? And how that mindset can transform the way financial planning is done? Click to find out why this perspective is essential for building financial peace of mind!In this episode of Legacy Leaders, Stan and Katie Beth sit down with James Alexander, a Certified Financial Planner and Partner at Edge Financial Advisors. Together, they explore the role of fiduciary responsibility in financial advising and its impact on creating meaningful legacies, sharing valuable insights and practical tips for listeners. James draws from his extensive experience to discuss the mindset shift that fiduciary advisors embrace, the emotional side of money management, and why legacy planning matters, offering actionable advice for families and individuals planning for their financial future. This episode is a must-listen for anyone who wants to build a secure and intentional financial future, providing both knowledge and tools to navigate this important subject.Key Takeaways:● 💡 Fiduciary Mindset: James explains how being a fiduciary changes the advisor-client relationship, aligning interests and building trust.● ♟️ Chess Strategies in Finance: Drawing from his love of chess, James shares how strategic thinking applies directly to financial planning.● 🧠 Emotional vs. Logical Conversations: Learn how understanding clients’ fears and emotions is crucial to creating effective plans.● 🏡 Legacy in Real Time: James emphasizes the importance of giving and sharing financial gifts sooner rather than later—watching the impact unfold.● 📈 Navigating Volatile Markets: Get insights on how to stay calm and focused during market uncertainty by zooming out and sticking to the plan.Quotes from James Alexander:“My job is to move different pieces of the puzzle based on what I’m hearing my clients say—to solve for their needs and win their financial game.”“I want them to see me as their financial quarterback and not just their money manager.”“The impact you can make while you’re alive is massive—it’s about seeing your family thrive and creating memories, not just numbers on a screen.” 🔗 Don’t miss out on these insights that can help you reframe your financial approach and legacy goals! Listen now and join the conversation on building intentional legacies. Learn more about your ad choices. Visit megaphone.fm/adchoices
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      30 min
    • Tina Fishman: Decoding the Alphabet Soup of Medicare

      Tina Fishman: Decoding the Alphabet Soup of Medicare
      Jun 12 2025
      In this episode of Legacy Leaders, Chris Baldino sits down with Tina Fishman, an expert Medicare broker and licensed insurance agent in Florida. Together, they explore the complexities of Medicare education and plan selection, sharing valuable insights and practical tips for listeners. Tina draws from her extensive experience to discuss how to navigate the overwhelming choices in Medicare, offering actionable advice for retirees and those approaching 65. This episode is a must-listen for anyone seeking clarity and confidence in their Medicare journey, providing both knowledge and tools to navigate this critical decision. Key Takeaways:● 💡 Trustworthy Guidance: Tina emphasizes the importance of working with someone who genuinely cares about finding the best plan for each individual, rather than focusing on commissions.● 📋 Customized Solutions: She explains how she tailors solutions to each client’s specific needs, working with 14 carriers and over 120 plans to find the perfect fit.● 🩺 The Human Element: Tina shares her belief that while AI and technology can streamline some processes, the human touch is essential when dealing with healthcare decisions.● 🚑 Navigating Challenges: She recounts a powerful story about helping a client navigate a sudden health crisis and how her expertise ensured they had the coverage they needed.● 🧠 Education First: Tina loves educating clients on the "ABCs of Medicare," ensuring they fully understand their options before making decisions. Quotes from Tina Fishman:● "I think I care. I really don’t pay attention to commissions when I’m talking with people. I try to figure out the best path for them."● "It’s intimidating to navigate Medicare alone – you’re learning a whole new language!"● "I’m here to help." 🔗 Conclusion: Tina’s dedication to her clients and deep knowledge of the industry make her a trusted guide through the Medicare maze.Connect with Tina:Website: www.CustomCareIns.comFacebook: https://www.facebook.com/share/1LAXXhwRoq/?mibextid=wwXIfr Instagram: https://www.instagram.com/customcareinsurancesolutions?igsh=Z2VpcmZpMG02MjBi&utm_source=qr Learn more about your ad choices. Visit megaphone.fm/adchoices
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      12 min

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