Business Legacy

Legacy Planner For Serial Entrepreneurs | Strategic Advisor

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.

  1. 1d ago

    Beyond Numbers Embracing Entrepreneurial Passion

    Discover the transformative journey from corporate finance to entrepreneurial success with Shanli Liu, founder of Freedom Folio. What if leaving a steady career could lead to a more fulfilling life and business? Shanley's story is a testament to resilience and the power of personal connections, tracing her path from a childhood fundraising event in China to establishing her own CPA practice in Boston. The episode offers a candid look at the pivotal moments that fueled her transition, including learning from a seasoned CPA and leveraging her corporate experience to launch her own firm after motherhood inspired a new direction. Learn how tax planning can elevate your practice management strategies with insights from Shanley's collaboration with POSBOT and her mentor, Tyler Thompson. The episode explores her evolved mindset from merely fulfilling tasks to embracing the entrepreneurial spirit, emphasizing the importance of strategic client selection and holistic tax planning. Shanley's experiences underscore the necessity of educating clients about tax complexities and the pitfalls of fragmented approaches. Discover practical solutions for scalable client education that combat industry-wide misinformation, ensuring both practitioners and clients are aligned in achieving financial success. Explore the balancing act of entrepreneurship and personal life, as Shanli addresses the challenges of setting boundaries. Through personal anecdotes, including the extreme of taking a client call during labor, the conversation sheds light on the pressures faced by professionals, particularly women, in juggling work and family. Drawing inspiration from Tim Urban, the discussion highlights the need to prioritize family time amidst professional commitments. This episode is a heartfelt reminder of the importance of boundaries to prevent burnout and ensure you remain present for those who matter most. Timestamps 00:00:00 - Introduction and Welcome to the Podcast: Shanli Liu's Journey 00:00:12 - Shanley's Early Life and Inspiration from China 00:02:05 - Transition from Corporate Finance to Entrepreneurship 00:03:30 - Founding Freedom Folio and Building a CPA Practice 00:06:45 - Balancing Motherhood and Entrepreneurship 00:09:15 - Importance of Learning to Say No in Business 00:11:37 - Embracing Entrepreneurial Mindset through Tax Planning 00:12:45 - Lessons from POSBOT and Training with Tyler Thompson 00:14:30 - Strategic Client Selection for Scalable Tax Planning 00:16:10 - Addressing Fragmented Tax Planning and Client Education 00:18:27 - Holistic Financial Planning for Small Business Owners 00:19:30 - Collaborating with Financial Advisors for Diversification 00:21:00 - Setting Boundaries to Maintain Work-Life Balance 00:22:36 - Challenges of Overworking and People-Pleasing 00:24:00 - Societal Pressures on Women Entrepreneurs 00:25:30 - Reflection on Family Prioritization and Tim Urban's Work 00:27:00 - Conclusion: Aligning Professional Success with Personal Well-being Episode Resources: Connect with Shanli here: https://www.linkedin.com/in/shanli-liu-234b16b/ 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.

    Beyond Numbers Embracing Entrepreneurial Passion
  2. Sep 7

    The Generalist Who Became an Accountant

    In this episode of Business Legacy Podcast, Paul Dio sits down with eth Kamens, founder of Kamens CPA, for a conversation that is as refreshingly honest as any the show has produced. Seth didn't set out to build a twenty-five-person accounting firm. He set out to keep the lights on. What he built instead — starting with fifteen clients from his father, a solo practice, and a profile on Thumbtack — has exceeded every expectation he ever had for himself. And when Paul asks him about legacy, Seth laughs and says he doesn't care. His legacy is being a good dad. The rest, in his words, is b******t. Seth traces the unusual path that brought him to accounting — Capitol Hill ambitions, investment banking, asset management, financial planning — and explains why he hated working at the big firms. The clients who weren't top tier were treated as second class. The work was compliance and regurgitation. Nobody was asking the five or six questions that actually move a business forward. Seth decided he could do it differently, and in 2012, with his father's referrals and a depleted bank account, he started. The heart of the conversation is what it means to be a proactive accountant rather than a reactive one. Seth explains why he turns down clients he can't actually help, why he thinks of himself as a business owner who happens to do accounting rather than the other way around, and why his firm's success — built entirely on networking and word of mouth, never a dollar of SEO — comes down to one thing: showing clients that someone gives a damn. The episode closes with the kind of honesty that's rare on business podcasts. Seth on the $200,000 error he caught that the bigger firm missed for three straight years. On why the accounting industry is commoditized and what that means for how you prove value. On building a leadership culture that's the opposite of Deloitte, JH Cohen, and Merrill — encouraging, accountable, and never humiliating anyone in front of their peers. And on the legacy question that made him laugh — because in ten or twelve years when he sells, not ten percent of his clients will remember his name, and he is completely fine with that. Timestamps 00:00 — Welcome and introduction 00:45 — The generalist's unusual path to accounting 02:30 — Why he hated the big firms and what a proactive CPA actually looks like 04:30 — Fifteen clients, a depleted bank account, and Thumbtack 06:00 — The entrepreneur who happens to be a CPA 07:30 — How the clientele has evolved over fifteen years 09:30 — Accountants as cost centers and repositioning the conversation 12:00 — The aha moment that keeps him going 14:00 — The psychology of gains, tax bills, and client blame 16:00 — Commoditization and how to prove your value anyway 18:00 — Navigating the ever-changing tax code 20:00 — The $200,000 error the big firm missed three straight years 22:30 — We've never spent a dollar on SEO 24:00 — Leadership as the opposite of Deloitte and Merrill 27:00 — Making mistakes, not personalizing them, and building culture 29:00 — Goals, ambition, and already exceeding every expectation 31:00 — How a stuck CPA redesigns their practice 34:00 — My legacy is being a good dad 36:00 — Where to find Seth and Kamens CPA Episode Resources Discover how Seth and his team at Kamens CPA help business owners, entrepreneurs, and individuals get proactive answers to the questions most accountants never think to ask — and how they've built a twenty-five-person firm entirely on referrals and the idea that someone should actually give a damn: www.kamenscpa.com Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit https://businesslegacypodcast.com to access the show notes and additional resources on the episode.

    The Generalist Who Became an Accountant
  3. Aug 31

    An entertainment attorney on soul reciprocity, identity, and the relationships that deplete you without your permission

    In this episode of Business Legacy Podcast, Paul Dio sits down with Heather Beverly an entertainment attorney, author, and founder of both the Law Offices of Heather Beverly and Soul Reciprocity — for a conversation that starts in a closet in California and ends somewhere much deeper. Heather has spent twenty-five years protecting and preserving the creative legacies of artists, producers, songwriters, and entrepreneurs. The book she eventually wrote, though, was about the legacy she almost lost sight of — her own. The episode opens on a moment that sounds small and isn't. Heather was about to take a before photo in her workout clothes when she zoomed in on her face and didn't recognize the person looking back. Not because of weight or appearance — but because the woman she believed herself to be wasn't there. What followed was a five-year journey back to self that involved therapy, retreats, journaling, honest conversations with friends, the end of a marriage, a cross-country move, and the slow, uncomfortable work of auditing every relationship in her life against a phrase she thought she'd heard somewhere but had actually coined herself — soul reciprocity. Heather walks Paul through what that phrase actually means. Not things, not grand gestures — the quality of being seen, truly seen, by the people closest to you. The feeling of sowing into the world and having the world give something back. She explains why she'd lost it, how she found it again, and what she changed to protect it — including the inner circle audit that shifted people in and out of her closest orbit, the Moroccan room she created to sit and see trees instead of just her desk, and the permission she now gives herself to sleep in without apologizing. The conversation closes on where Heather is now — engaged to someone she's known for thirty years and dated twice before, surrounded by a soul tribe that shows up before she even knows she needs them, and building something that carries the same philosophy as her law practice into a broader conversation about how all of us choose the people we let into the rooms that matter. Timestamps 00:00 — Welcome and introduction 00:45 — Twenty-five years protecting other people's creative legacies 02:30 — Direction as a North Star instead of a definitive path 04:00 — Waking up not knowing who you are 06:00 — The Instagram life that felt empty 07:30 — The before photo in the California closet 10:00 — The five-year journey back to self 12:30 — The phrase she thought she'd heard somewhere 14:00 — What soul reciprocity actually means 16:30 — Sowing into the world and feeling depleted 18:00 — The questions you have to be honest enough to answer 21:00 — What freedom really feels like 22:30 — Changing everything — marriage, city, inner circle 25:00 — The inner circle audit 27:00 — Which version of you shows up in a relationship 29:00 — Staying present through change 31:00 — The soul tribe that shows up before you need them 32:30 — Three point forever — getting married in January 2027 34:00 — Where to find Heather, the book, and Soul Reciprocity   Episode Resources Discover Heather's work at the intersection of entertainment law and personal legacy — protecting creative works and preserving the lives that matter most — and explore the world of soul reciprocity, her book, and the philosophy that the people in your circle should reflect who you are and where you're going: www.soulreciprocity.com Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit https://businesslegacypodcast.com to access the show notes and additional resources on the episode.

    An entertainment attorney on soul reciprocity, identity, and the relationships that deplete you without your permission
  4. Aug 24

    The Unexpected Journey From Law to Legacy

    In this episode of Business Legacy Podcast, Paul Dio sits down with Daniel Boettcher, founder of The Intrepid Wendell, for one of the most quietly extraordinary conversations the show has produced. Daniel is an attorney, a gemologist, a polyglot, and a jeweler — not because he planned to be, but because an illness redirected a career pointed at the U.S. State Department, and a bitterly cold February day in Antwerp introduced him to the diamond trade through a private club above a cigar lounge. Daniel explains what he actually does, and it takes a minute to fully land. He doesn't just make jewelry. He listens to someone's history — their loves, their losses, their origin stories, the things they want to reach across time to say — and then he represents that history in an object. The pilot who wanted to divide his ring into four pieces, one for each child, so that the thing that touched his skin every day could touch theirs after he was gone. The couple who met in a sunflower field in Kansas and knew immediately — her engagement ring is a sunflower, because sunflowers always point toward the light even on an overcast day. The conversation moves through Daniel's remarkable range. Growing up a polyglot and the way different languages carry different flavors — Spanish for emotion and poetry, English for calendars and formulas, and the Spanglish of Puerto Rico squishing both together into something new. The challenge of getting clients to trust him with their histories, because the histories are where the real work begins. The ocean crossing from Tokyo to Anchorage he took in May that gave him the vertical perspective he needs to stay functional in a scatterplot life. The episode closes on legacy — both the one Daniel builds for others and the one he's quietly building for himself. A mentorship philosophy. A preservation organization he's starting in Old San Juan to privately fund the repair of bronze sculptures and 1892 tablets that the politics of historic preservation keep leaving unattended. He doesn't need his name on it. He just wants the statues to still be there. Timestamps 00:00 — Welcome and introduction 00:45 — The plan that was interrupted by illness 02:30 — Antwerp, a cigar lounge, and the diamond bourse 04:00 — Jewelry as representation of personal history 06:00 — Paul's wife's ring turned into a daughter's necklace 07:00 — The pilot's ring that comes apart in four pieces 10:00 — The challenge of earning client trust and opening the well 12:30 — What it means to make a piece that could only belong to one person 14:00 — The sunflower ring and the Kansas City couple 17:00 — Being a polyglot and the flavors of different languages 20:00 — Spanglish in Puerto Rico 22:00 — Languages as keys to legacy 23:00 — Motivation and the scatterplot life 24:30 — The Pacific Ocean crossing as a vertical reset 26:00 — Only control what's yours 27:00 — Legacy as professing love and treating people well 28:00 — Mentorship and the cost of short job tenures 29:30 — San Juan Preserva and the 1892 tablets 31:00 — Where to find Daniel and The Intrepid Wendell Episode Resources Discover how Daniel helps clients turn personal histories, origin stories, and the people they love into one-of-a-kind pieces of jewelry that could only belong to one person — and carry on long after they do: www.theintrepidwendell.com Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit https://businesslegacypodcast.com Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit https://businesslegacypodcast.com to access the show notes and additional resources on the episode.

    The Unexpected Journey From Law to Legacy
  5. Aug 10

    A patent attorney on trust, intellectual property, and the human work technology can't replace

    In Episode 274 of the Business Legacy Podcast, Paul Dio sits down with Daniel Scola Jr., managing partner of Hoffmann & Baron, for a wide-ranging conversation about intellectual property, the widening trust gap in modern communication, and the human judgment that no AI system will replace anytime soon. Daniel has spent his career at the intersection of law, science, and inventors, and the perspective he brings to the current AI moment is one every founder building something original should hear. Daniel opens by naming a problem most professionals feel and few articulate — the human connection has quietly drained out of business communication over the last fifteen years, and along with it, the ability to build the trust real client relationships depend on. Emails, texts, and voicemails are missing the subtlety of in-person work, and Zoom, while useful, still can't fully replace being in the same room reading a face. The heart of the episode is intellectual property — and specifically, the moments an entrepreneur most needs to think about it. Daniel walks Paul through the most common mistake founders make (talking about their idea without an NDA and losing patent rights the moment it becomes public), the story of his own father — an inventor whose formulas were stolen, which is the reason Daniel became a patent attorney in the first place — and the current live question of how patent, trademark, and copyright law apply to AI-generated work. AI cannot be an inventor. AI outputs sit in an unsettled corner of copyright law. And the hundreds of pending training-data cases across the New York-New Jersey and Northern California corridors are quietly writing the rules everyone will live under next. Daniel closes with something more personal — three kids under three when he was starting the firm, ten years of a punishing schedule, and the moment he chose not to correct his son's baseball swing and instead pointed him at Albert Pujols. It's a fatherhood story that also happens to be a client-work philosophy — help people focus on what's working, not what's broken, and let self-correction do the rest. Timestamps 00:00 — Welcome and introduction 00:45 — The trust deficit in modern communication 02:30 — Why human contact still builds client relationships 04:00 — The client who wouldn't listen and the professor who came back 07:30 — The most common IP mistake early founders make 09:00 — Why the off-the-internet NDA usually isn't enough 10:30 — The father-inventor story that made him a patent attorney 13:00 — When copyright rights actually begin 14:00 — George Harrison and "My Sweet Lord" 15:30 — Why trademarks are about the public, not the owner 17:00 — AI cannot be an inventor 18:30 — AI in trademark naming vs. copyright output 20:00 — The pending fair-use cases across the U.S. corridors 22:00 — Never put confidential work into open ChatGPT 23:30 — Accountability as the line between AI and human counsel 24:30 — The AI musician question 26:00 — Reading a judge, and what Zoom can't show 28:00 — Fatherhood, three kids under three, and a ten-year grind 31:00 — Coaching baseball and choosing time with family 32:30 — Client and kid personalities — one negative comment sticks 34:00 — The Albert Pujols swing story 35:30 — Where to find Daniel and Hoffmann & Baron Episode Resources Discover how Daniel and his team at Hoffmann & Baron help inventors, founders, and companies protect what they've built through patents, trademarks, copyrights, and the operational counsel that keeps ideas in the right hands from day one: www.hbiplaw.com Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit https://businesslegacypodcast.com Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit https://businesslegacypodcast.com to access the show notes and additional resources on the episode.

    A patent attorney on trust, intellectual property, and the human work technology can't replace
  6. Aug 3

    A performance psychologist on confidence, resilience, and the identity work that outlasts the medal

    Paul sits down with Dr. Jim Taylor — performance psychologist, former U.S. Ski Team competitor, and founder of Prime Mind for a conversation that traces a career built on a single insight. The mind is the final frontier, and almost none of us know how to work it. Jim's origin story is disarmingly honest. He was a good ski racer with a bad head, the kind coaches used to call a head case. One summer psychology course in high school changed the trajectory of his athletic career, and eventually his entire life. He walks Paul through what actually changed that season (not the strength, not the technique, the internal architecture) and why he decided somewhere around age nineteen that psychology hadn't been a choice so much as a calling. The heart of the conversation is the mental work Jim now teaches. Confidence isn't a skill, it's a muscle. Visualization isn't a nice-to-have — the primitive mind can't tell the difference between an imagined rep and a real one, and Jim used that mechanism to rewire his own belief system on the way to an international-level career. Resilience is fundamentally a perception problem. And the "good road / bad road" fork, he says, is often not a conscious choice at all — which is why most people stay on the bad road even when they know exactly where it ends. The episode's emotional center is the weight vest metaphor. Jim describes what happens when an athlete steps into competition carrying twenty pounds of expectation, identity, and self-worth on their shoulders. He walks through Alyssa Liu's Olympic story as an example of what the release actually looks like, opens up about his recent decision to walk away from a startup he'd invested two years into, and unveils the app-based extension of his practice Prime Mind that he built in the two-and-a-half months since he left. It closes on a legacy answer that quietly matches Paul's own help people see themselves before they know how to see themselves.   Timestamps 00:00 — Welcome and introduction 00:30 — The head case origin story 02:00 — The summer course that changed everything 03:30 — The breakthrough season on the U.S. Ski Team 05:00 — Middlebury, Psych 101, and the calling 06:30 — Purpose and passion as a fill-in-the-blank question 08:00 — Why startup building feels riskier than skiing 09:30 — Network, credibility, and the ski racing runway 11:00 — Performance psychology beyond sport 12:30 — Confidence, self-talk, and mental imagery 14:00 — The primitive mind and positive reps 15:30 — Rewiring belief through visualization 17:00 — Resilience as a mental muscle 18:30 — The good road and the bad road 20:00 — Post-medal letdown and identity loss 21:30 — Athlete to performer identity shift 23:00 — Alyssa Liu and the weight vest release 25:00 — Toxic sports cultures 26:00 — Walking away from a two-year startup 28:00 — Building Prime Mind solo in ten weeks 30:00 — The B2C and B2B model 31:30 — Favorite client stories and the mind as final frontier 33:00 — Legacy as long game 34:00 — Where to find Dr. Jim and Prime Mind Episode Resources Discover how Dr. Jim Taylor helps athletes, executives, performers, and high-achievers of every kind take the weight vest off and access the mental muscles that make peak performance sustainable — through one-on-one work, keynote and workshop content, and his new app Prime Mind: www.drjimtaylor.com Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit https://businesslegacypodcast.com Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit https://businesslegacypodcast.com to access the show notes and additional resources on the episode.

    A performance psychologist on confidence, resilience, and the identity work that outlasts the medal
  7. Jul 20

    Clients Don't Want the Newsletter They Want It Sent

    In this episode, Paul Dio sits down with Jason Bagley, founder of Growth Experts, joining all the way from Cape Town, South Africa. Jason's story is a study in what happens when a marketer stops selling deliverables and starts selling outcomes. He started as a software developer, moved into web design at the exact moment Squarespace and Wix turned it into a race to the bottom, pivoted to a newsletter-only business, sold that during COVID, and eventually landed on the model he's running today — an all-you-can-eat growth marketing agency where the team doesn't just write the thing, they get the thing live. The heart of the conversation is a single insight Jason had with his very first Copy Check client. He'd written a newsletter and expected feedback on the copy. What he got back was a question about MailChimp. That's when the penny dropped. Clients don't want the newsletter written. They want the newsletter sent. They want the landing page built and live. They want the LinkedIn post published. Jason built Growth Experts around that reframe and it's changed how his agency shows up for every client since. Jason and Paul dig into what actually makes a newsletter worth reading in 2026 (spoiler — content, not cadence), how AI is changing what a small team can ship, and why he keeps telling his team to stop asking for sign-off on the work that isn't mission critical. He also gets honest about the mid-growth phase of his own business — the part nobody puts on LinkedIn — where the challenges get harder even as the numbers get better. The episode closes on attention and legacy. Jason's read on where audience attention is moving is simple. It's moving toward honest people doing real things and showing the mistakes. And his legacy is smaller and more personal than most guests give — his wife first, his kids second because of that, and the entrepreneurs he mentors through EO, planting seeds that go on to change worlds he'll never see. Timestamps 00:00 — Welcome from Cape Town 00:45 — Software developer to web design agency 02:00 — The race to the bottom in websites 02:45 — Pivoting to newsletters only 03:30 — Building and selling Firing Squad 04:30 — Launching Copy Check with zero clients 05:30 — The MailChimp question that changed everything 06:30 — Building Growth Experts around outcomes not deliverables 07:45 — Early clients and the cold email skill 09:00 — What actually makes a newsletter worth reading 10:30 — The anchor client from the IT retailer 12:00 — What separates one agency from another in a crowded market 13:00 — High-agency teams and the sign-off tax 14:45 — Latency between idea and execution 16:00 — Building things again thanks to AI 17:00 — Why leaders have to show AI steps first 18:00 — Where attention is moving in a crowded market 19:30 — Video, honesty, and being over the weekly hype cycle 21:00 — The mid-growth phase nobody puts on LinkedIn 22:30 — Leading a team without micromanaging 23:30 — Legacy starts with his wife 24:30 — Mentoring through EO and planting seeds 25:30 — Where to find Jason Episode Resources Discover how Jason and his team at Growth Experts run an all-you-can-eat growth marketing agency built on a simple idea — clients don't want the newsletter written, they want it sent, live, published, and tracked: www.growthexperts.co Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit https://businesslegacypodcast.com Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit https://businesslegacypodcast.com to access the show notes and additional resources on the episode.

    Clients Don't Want the Newsletter They Want It Sent
  8. Jul 13

    Marketing Has No Quick Fix

    In this episode, Paul Dio sits down with Jennifer Lehman, founder of Forward Thinking, for a conversation that starts on a golf course and ends up somewhere much deeper. A conference champion at Campbell University with a communications degree and a Class A professional status with the PGA of Canada, Jennifer built a consulting career after being told, over and over, that she was overqualified for the marketing jobs she was applying for. Twenty years in, she says she's grateful every one of them turned her down. The parallels between golf and business run all the way through the episode. Jennifer makes the case that both worlds are full of people selling quick fixes — the eight-hundred-dollar driver, the make-you-a-million-in-thirty-days marketing program — and neither of them work without a foundation. Her job, whether she's coaching a swing on the range or coaching a business through a growth cycle, is to build something the client can actually sustain. She takes Paul through some of the pivotal chapters of her career. Her very first client was a regional science fair. Her second was an inspiring insurance brokerage owner who let Jennifer push back on her marketing plan in their first working meeting — and then hired her, kept her for years, and eventually sold the business for every dollar and every employee protection she'd asked for. Jennifer also opens up about the ten-year moment when a powerful opponent decided to come after her personally, and the counselor who asked the question that reframed her career — what if you're good enough the way that you are? The conversation lands on legacy. Jennifer wrote two books, has been building a speaking practice, and wants to reach the entrepreneurs who are quietly listening to a little voice telling them something bigger is possible. Her definition of legacy is simple. Leave the world better for having been there. Get good information into the hands of people who can use it. Be in the trenches. Tell them, honestly, that they're closer than they think. Timestamps 00:00 — Welcome and introduction 00:45 — Campbell University, golf, and a communications degree 02:00 — Being told she was overqualified 03:30 — Coaching golf, the mental game, and the crossover into business 05:00 — Why there's no quick fix in marketing 06:30 — The regional science fair as her first client 07:45 — Meeting the insurance brokerage owner and pushing back on the plan 09:30 — A decade-long client relationship through to a sale 11:00 — Balancing owner priorities, culture, and staff at exit 12:30 — What "gratifying" actually means for Jennifer in a project 14:00 — Evolving as a consultant and staying a student of AI 15:30 — Niche marketing in a noisy world 17:00 — What business owners are worried about right now 18:30 — Financial breathing room as her first personal milestone 19:30 — The ten-year moment and "what if you're good enough" 21:00 — Being choosy with clients and the value of goal-oriented owners 22:00 — Two books, a speaking practice, and what's next 23:00 — Legacy as good information in the right hands 24:00 — Where to find Jennifer   Episode Resources   Discover how Jennifer helps entrepreneurs and established business owners build sustainable marketing foundations, sharpen their positioning, and play the long game with a consultant who's been in the trenches with them for two decades: www.fwdthink.ca Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit https://businesslegacypodcast.com Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit https://businesslegacypodcast.com to access the show notes and additional resources on the episode.

    Marketing Has No Quick Fix
5
out of 5
3 Ratings

About

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.