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Legacy Leaders

Legacy Leaders

By: 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. Economics Management Management & Leadership
Episodes
  • John Sidery: Personalized Financial Planning for All Families

    John Sidery: Personalized Financial Planning for All Families
    Aug 20 2025
    💰 What if your financial plan could unlock not just wealth—but freedom, purpose, and legacy? In this episode of Legacy Leaders, discover how intentional financial planning can reshape your life and future generations. In this episode of Legacy Leaders, Oliver Cushing sit down with John Sidery, Founder and Wealth Advisor at Olympus Wealth Strategies. Together, they explore how family-first financial planning can empower individuals and generations to thrive, sharing valuable insights and practical tips for listeners. John draws from his extensive experience in wealth advising to discuss the importance of proactive planning, personalized service, and building memory dividends, offering actionable advice for individuals and families seeking financial clarity and legacy-focused strategies. This episode is a must-listen for professionals, families, and business owners who want to turn financial planning into a lifelong gift for themselves and their loved ones. Key Takeaways:● 🧭 Start Early: The earlier you begin your financial and estate planning, the more flexibility and opportunity you gain.● 👨‍👩‍👧 Family-Level Service: John emphasizes treating every client like family—offering guidance and attention regardless of net worth.● 🎯 Retire to Something: Planning isn't just about stopping work—it's about transitioning to a life of purpose and activity.● 📊 True Holistic Wealth Management: It’s more than investments—estate planning, taxes, and insurance all play critical roles.● 💡 Be Curious: The most successful clients ask questions, stay engaged, and understand why behind their strategy. Quotes from John Sidery:● "The best investment you can make is memory dividends."● "Retire to something. Have a purpose, not just a finish line."● "Our goal at Olympus is to deliver family-level service—no matter your account size, you’re treated like family." 🔗 Conclusion:Whether you're just starting your career, preparing for retirement, or already enjoying it—this conversation will inspire you to approach financial planning not as a task, but as a gift to yourself and those you love. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    24 mins
  • Owen Marcus: Somatic Mindfulness Coaching for Men's Resilience

    Owen Marcus: Somatic Mindfulness Coaching for Men's Resilience
    Aug 13 2025
    What if the key to stronger relationships, better leadership, and deeper self-awareness for men lies in reconnecting with their emotions and physiology? In this episode of Legacy Leaders, Katie Beth sits down with Owen Marcus, expert in men’s somatic mindfulness, emotional resilience coach, and co-founder of MELD. Together, they explore how emotional intelligence and somatic work can transform the lives of high-performing men, sharing valuable insights and practical tools for personal and relational growth. Owen draws from decades of experience to discuss the emotional disconnect many men face, the cultural conditioning behind it, and how to rewire connection through body-based practices, offering actionable advice for men, their partners, and anyone invested in personal development and authentic relationships. This episode is a must-listen for coaches, leaders, spouses, and parents wanting to better understand the emotional world of men and how to support their growth. Key Takeaways:● 🧠 Somatic Awareness Unlocks Emotion: Learning to connect with the body is often the gateway for men to access and express emotional states authentically.● 🤝 The Power of Male Community: Safe, emotionally open male groups can shift lifelong patterns of isolation, shame, and emotional suppression.● ❤️ Connection Before Correction: Deep emotional change starts with connection—both to self and others—not just more information or logic.● 👨‍👩‍👧‍👦 Impact on Relationships: When men connect emotionally, they show up more fully as partners, parents, and leaders, creating ripple effects across all areas of life.● 📈 Emotional Fitness is a Skill: Like physical fitness, emotional intelligence takes practice—but the results are measurable, lasting, and transformational. Quotes from Owen Marcus:● “The problem’s not with you—it’s with the model you were given.”● “You can be vulnerable and strong at the same time.”● “Once you're emotionally connected to yourself, connection with others becomes natural and sustainable.” 🔗 Conclusion:Men don’t need fixing—they need a new model for connection. This episode offers an inspiring look into how vulnerability, somatic awareness, and brotherhood are revolutionizing how men lead, love, and live.Connect with Owen:Website: http://www.meld.community Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 mins
  • Nick Davies: Building Your Dream Team for Legacy Leadership

    Nick Davies: Building Your Dream Team for Legacy Leadership
    Aug 6 2025
    Are you building a business—or just running one? Discover the clarity, leadership, and legacy mindset that sets thriving financial advisors apart.In this episode of Legacy Leaders, Stan and Katie Beth sit down with Nick Davies, a high-performance business coach for financial advisors. Together, they explore the critical role of clarity, vision, and leadership in building a scalable, sustainable financial advisory practice, sharing valuable insights and practical tips for listeners. Nick draws from decades of global experience in banking and coaching, including time with Tony Robbins, to discuss common pitfalls in business growth and how to avoid the “slow sacrifice of ambition.” This episode is a must-listen for financial advisors, business owners, and leaders looking to level up their impact and legacy. Key Takeaways:● 📍 Clarity Creates Momentum: Without a clear vision, you risk chasing distractions and losing years of growth potential.● 🧠 Mindset is Your Leverage: Tools like the Mind Scan help uncover thinking patterns that shape your leadership and performance.● 🤝 Build a Dream Team Through Vision: Your team doesn’t just need tasks—they need to be inspired by where you're going.● 🏗️ Design a Hub, Not a Hierarchy: Elevate your first hire into a COO-type role to simplify operations and empower growth.● 🔁 Reminders Over New Ideas: “We need to be reminded way more than we need to be taught” is a key philosophy that helps leaders implement what they already know. Quotes from Nick Davies:● “You need to be reminded way more than you need to be taught.”● “If you don’t know where you’re going, every opportunity becomes a distraction.”● “Clarity is always the first step. Without it, any strategy is built on sand.” 🔗 Conclusion: If you’re serious about scaling your advisory business, empowering your team, and creating a lasting legacy—start with clarity. As Nick shares, your vision isn’t just a roadmap; it’s the magnet that attracts the right people, actions, and results.🎧 Listen now and learn how to lead with vision: Legacy Leaders Podcast with Nick Davies💼 Learn more about Nick at 7FigureAdvisor.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    28 mins
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