24 episodes

Podcast by Legacy Advisory Partners

The 3 Wins Podcast Legacy Advisory Partners

    • Business
    • 5.0 • 1 Rating

Podcast by Legacy Advisory Partners

    E24: Faith, Family & Financial Growth (Duane Donner, Founders Advisors)

    E24: Faith, Family & Financial Growth (Duane Donner, Founders Advisors)

    On Episode 24 of #The3WinsPodcast, Russ is joined by Duane Donner, founder and CEO of Founders Advisors, a Birmingham, Alabama-based merger, acquisition, and strategic advisory firm serving lower middle-market companies generally defined as companies with enterprise values from $20 to $250 million.

    Duane leads a team of over 30 talented and skilled M&A professionals across three offices and six practice groups with a focus on serving clients with excellence in a relational values-based approach summarized best by the “Golden Rule Plus” to “Treat others better than you would expect to be treated.”

    They talk about…

    ✅Painful lessons Duane learned from his first business as a young entrepreneur—to help you avoid similar pitfalls in your own company.

    ✅ The advantages of taking a values-based (vs. transactional-based) approach to M&A and how it can put the new combined company in the best position for success.

    ✅ Why you should build your business to sell—even when you don’t intend to sell it.

    ✅ The importance of establishing a sustainable business culture that attracts and retains top talent—and what that culture should look like.

    ✅ The impact great coaches can have on your business and life.

    🎥Watch the full episode: https://youtu.be/UxQLURz7_Pc

    #longtermincentiveplan #deferredcompensationplan #financialservices #podcast

    Connect with the Guest:
    Duane Donner on Linkedin: https://www.linkedin.com/in/duanedonner/
    Founders Advisors: https://foundersib.com/
    The Heritage Forum: http://heritageforums.com/

    Connect with the Host:
    Russ Clemmer, president of Legacy Advisory Partners
    Russ Clemmer on LinkedIn: https://www.linkedin.com/in/russclemmer/
    The 3 Wins Podcast is presented by Legacy Advisory Partners: https://www.legacyadvisorypartners.com/

    Connect with the Producer
    Sean Lyden, CEO, Lyden Communications
    Sean Lyden on LinkedIn: https://www.linkedin.com/in/seanlyden/
    The 3 Wins is produced by Lyden Communications LLC: https://strategyandstorytelling.com/

    To learn more about how to apply The 3 Wins Framework in your business, download our FREE whitepaper, “The 3 Wins: How to Unleash the Collaboration Effect on Profits in Your Company” here: https://www.legacyadvisorypartners.co...

    The Great 8: A New Paradigm for Leadership, by J. David Harper, Jr., CEO of Legacy Advisory Partners
    https://www.amazon.com/Great-New-Para...

    Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Legacy Advisory Partners are not affiliated.

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/ Dealer, Member FINRA/SIPC.

    • 1 hr
    E23: Benchmarking Your Long-Term Incentive Plans

    E23: Benchmarking Your Long-Term Incentive Plans

    On Episode 23 of #The3WinsPodcast, Russ is joined by fellow Legacy leadership team members, Marc Walker (Chief Investment Officer) and Matt Joines (Certified Financial Planner).

    Long-term incentive plans (LTIPs)—also known as non-qualified deferred compensation (NQDC) plans or 409A plans—can be a powerful financial tool to attract, incentivize and retain your key leaders.

    That’s because the IRS imposes strict limits on how much an employee can contribute to a 401(k). But non-qualified plans, like LTIPs, don’t have those federally mandated limits.

    That means your highly compensated employees (HCEs)—a.k.a. your key leaders—can max out contributions to their 401(k) and then continue to build their retirement savings through an NQDC plan.

    And as the employer, these plans offer you a lot of flexibility in how you design them.

    But with more flexibility comes greater complexity.

    So, what should you consider when designing and benchmarking your company’s long-term incentive plans?

    In this episode, Russ, Marc, and Matt deep-dive into the world of LTIPs to help you think through the important factors that impact plan performance—in terms of retaining key leaders and helping you, as the owner, to achieve your own retirement goals.

    They talk about…

    ✅Using long-term incentive plans to build an “owner mentality” within your key leadership team.

    ✅ Knowing precisely what you want your business to produce—and how that impacts your decisions around LTIP design and benchmarking.

    ✅ Deploying smart budgeting, forecasting, and cash management strategies to create excess profits to fund your company’s long-term incentive plan.

    ✅ Deciding how you want to reward your key leaders—in a way that is also a win for you and the company.

    ✅ Investing more money into retention is not necessarily better; it’s more important to have a plan and be intentional about the performance metrics you want to incentivize.

    🎥Watch the full episode: https://youtu.be/Z0sulpLdC-E

    #longtermincentiveplan #deferredcompensationplan #financialservices #podcast

    Related Content:
    How to Choose a Long-Term Incentive Plan: https://youtu.be/LIsiP5lGRUI

    What is a Long-Term Incentive Plan?: https://www.youtube.com/watch?v=2FclN...

    Connect with the Guests:
    Marc Walker, Chief Investment Officer, Legacy Advisory Partners: https://www.linkedin.com/in/marcawalker/
    Matt Joines, Certified Financial Planner, Legacy Advisory Partners: https://www.linkedin.com/in/matthewjo...

    Connect with the Host:
    Russ Clemmer, president of Legacy Advisory Partners
    Russ Clemmer on LinkedIn: https://www.linkedin.com/in/russclemmer/
    The 3 Wins Podcast is presented by Legacy Advisory Partners: https://www.legacyadvisorypartners.com/

    Connect with the Producer
    Sean Lyden, CEO, Lyden Communications
    Sean Lyden on LinkedIn: https://www.linkedin.com/in/seanlyden/
    The 3 Wins is produced by Lyden Communications LLC: https://strategyandstorytelling.com/

    To learn more about how to apply The 3 Wins Framework in your business, download our FREE whitepaper, “The 3 Wins: How to Unleash the Collaboration Effect on Profits in Your Company” here: https://www.legacyadvisorypartners.co...

    The Great 8: A New Paradigm for Leadership, by J. David Harper, Jr., CEO of Legacy Advisory Partners
    https://www.amazon.com/Great-New-Para...

    Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Legacy Advisory Partners are not affiliated.

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/ Dealer, Member FINRA/SIPC.

    • 39 min
    E22: Becoming a Visionary Leader (Phil Nicaud)

    E22: Becoming a Visionary Leader (Phil Nicaud)

    On Episode 22 of #The3WinsPodcast, Russ speaks with Phil Nicaud, CEO at Legendary Leadership Consultants, a management consulting firm located just north of New Orleans.

    Phil is also the author of the book, “Our Secret Life: Lead an Authentic, Confident, Fearless Life by Creating Your Unique Character Code.” Check it out here: https://www.amazon.com/Our-Secret-Lif...

    After serving in the United States Marine Corps, Phil founded multiple businesses in a variety of industries, including hospitality and real estate. Additionally, he has served as the chairman of municipal, non-governmental, and non-profit boards.

    As a chief strategist at Legendary, he has coached hundreds of top-level leaders across America. His varied background allows him to speak with authority into the many different industries he coaches clients in. He leads his clients through a unique planning process that gives them a huge advantage in reaching their potential in every area of life.

    Phil is putting on the L2X Legendary Experience Event held December 14-16, 2021, in Covington, La. Learn more here: https://legendaryleadershipconsultant...

    This episode digs deep into how effective leaders craft a compelling vision - and rally their teams around it.

    Russ and Phil talk about…

    ✅The perils of living someone else’s vision for your life.

    ✅ How Phil’s time in the Marine Corps helped shape his leadership philosophy - and life.

    ✅ The most powerful instrument of influence is a compelling vision.

    ✅ The importance of understanding your role in the marketplace. “I’m not King Arthur; I’m Lancelot. I was born to protect the king.”

    ✅ Defining humility as: “To hold power in the service of others.”

    🎥Watch the full episode: https://youtu.be/h3ufd417rAM

    #entrepreneurship #charitablegiving #philanthropy #financialservices #podcast

    Connect with the Guest:
    Phil Nicaud, CEO at Legendary Leadership Consultants
    Website: https://legendaryleadershipconsultant...
    LinkedIn: https://www.linkedin.com/in/phil-nica...
    Purchase Phil’s Book: Our Secret Life: Lead an Authentic, Confident, Fearless Life by Creating Your Unique Character Code: https://www.amazon.com/Our-Secret-Lif...
    L2X Legendary Experience Event held December 14-16, 2021, in Covington, La. Learn more here: https://legendaryleadershipconsultant...

    Connect with the Host:
    Russ Clemmer, president of Legacy Advisory Partners
    Russ Clemmer on LinkedIn: https://www.linkedin.com/in/russclemmer/
    The 3 Wins Podcast is presented by Legacy Advisory Partners: https://www.legacyadvisorypartners.com/

    Connect with the Producer
    Sean Lyden, CEO, Lyden Communications
    Sean Lyden on LinkedIn: https://www.linkedin.com/in/seanlyden/
    The 3 Wins is produced by Lyden Communications LLC: https://strategyandstorytelling.com/

    To learn more about how to apply The 3 Wins Framework in your business, download our FREE whitepaper, “The 3 Wins: How to Unleash the Collaboration Effect on Profits in Your Company” here: https://www.legacyadvisorypartners.co...

    The Great 8: A New Paradigm for Leadership, by J. David Harper, Jr., CEO of Legacy Advisory Partners
    https://www.amazon.com/Great-New-Para...

    Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Legacy Advisory Partners are not affiliated.

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/ Dealer, Member FINRA/SIPC.

    • 1 hr 22 min
    E21: Building a Legacy Through Impactful Philanthropy

    E21: Building a Legacy Through Impactful Philanthropy

    On Episode 21 of #The3WinsPodcast, Russ speaks with Bryan Green, CEO at Helping Hands Ministries, headquartered in Tallulah Falls, Ga.

    Bryan has spent the majority of his career in the non-profit arena from private boarding schools to leading local non-profit organizations.

    He serves on various non-profit boards and is president of Prevent Child Abuse for Habersham County.

    This episode shows how entrepreneurs and executives who are doing well can also “do good” by building a significant and lasting legacy through smart and strategic charitable giving.

    Russ and Bryan talked about…

    ✅The principle of “giving while you’re living” so you know where you’re money is going.

    ✅ Why you should be deliberate and intentional with your charitable giving.

    ✅A powerful non-profit fundraising strategy: Don’t ask for money 😊. “We don’t ask anyone for anything other than, ‘How may we assist you in serving others.’”

    ✅ The story of how Helping Hands paid off the mortgages for two families featured on the “Extreme Makeover” tv show.

    ✅ Keeping philanthropy in proper perspective: “Do for one that you wish you could do for a million.

    🎥Watch the full episode: https://youtu.be/A4VmkojUb2w

    #entrepreneurship #charitablegiving #philanthropy #financialservices #podcast

    Connect with Bryan:
    Websites: https://hhmin.org/

    LinkedIn:
    https://www.linkedin.com/in/bryan-gre...
    https://www.linkedin.com/company/help...

    Connect with the Host:
    Russ Clemmer, president of Legacy Advisory Partners
    Russ Clemmer on LinkedIn: https://www.linkedin.com/in/russclemmer/
    The 3 Wins Podcast is presented by Legacy Advisory Partners: https://www.legacyadvisorypartners.com/

    Connect with the Producer
    Sean Lyden, CEO, Lyden Communications
    Sean Lyden on LinkedIn: https://www.linkedin.com/in/seanlyden/
    The 3 Wins is produced by Lyden Communications LLC: https://strategyandstorytelling.com/

    To learn more about how to apply The 3 Wins Framework in your business, download our FREE whitepaper, “The 3 Wins: How to Unleash the Collaboration Effect on Profits in Your Company” here: https://www.legacyadvisorypartners.co...

    The Great 8: A New Paradigm for Leadership, by J. David Harper, Jr., CEO of Legacy Advisory Partners
    https://www.amazon.com/Great-New-Para...

    Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Legacy Advisory Partners are not affiliated.

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/ Dealer, Member FINRA/SIPC.

    • 1 hr 4 min
    E20: Faith-Fueled Entrepreneurship (Part 2)

    E20: Faith-Fueled Entrepreneurship (Part 2)

    Russ Clemmer had a fascinating conversation with Bobby Mitchell, President and COO at Applied Ceramics, Inc., an Atlanta-based manufacturer of high-temperature products for a wide range of industries, including the aerospace, automotive, medical, and energy sectors.

    Bobby, who also serves on the board of directors at FCCI / Fellowship of Companies for Christ International, shares his journey about how his Christian faith has shaped his leadership style and business philosophy.

    We talked about…

    ✅ The importance of connection for Christian business owners and executives.

    ✅ What it means to run your business on Biblical principles.

    ✅ How the little things you share can make a big impact on your team.

    ✅ Hiring chaplains to serve your team.

    ✅ How Biblical principles, like “loving your neighbor,” can be instrumental to creating “raving fans” - loyal customers who want to keep doing business with you and tell others about you.

    Connect with Bobby:
    Websites:
    http://appliedceramics.com/
    https://www.fcci-site.com/
    LinkedIn:
    https://www.linkedin.com/in/bobbymitc...
    https://www.linkedin.com/company/fcci...
    https://www.linkedin.com/company/appl...

    About the Host:
    Russ Clemmer, president of Legacy Advisory Partners
    Russ Clemmer on LinkedIn: https://www.linkedin.com/in/russclemmer/
    The 3 Wins Podcast is presented by Legacy Advisory Partners: https://www.legacyadvisorypartners.com/

    About the Producer
    Sean Lyden, CEO, Lyden Communications
    Sean Lyden on LinkedIn: https://www.linkedin.com/in/seanlyden/
    The 3 Wins is produced by Lyden Communications LLC: https://strategyandstorytelling.com/

    To learn more about how to apply The 3 Wins Framework in your business, download our FREE whitepaper, “The 3 Wins: How to Unleash the Collaboration Effect on Profits in Your Company” here: https://www.legacyadvisorypartners.co...

    The Great 8: A New Paradigm for Leadership, by J. David Harper, Jr., CEO of Legacy Advisory Partners
    https://www.amazon.com/Great-New-Para...

    Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Legacy Advisory Partners are not affiliated.

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/ Dealer, Member FINRA/SIPC.

    • 1 hr 10 min
    E19: Faith-Fueled Entrepreneurship

    E19: Faith-Fueled Entrepreneurship

    The Value of Leading Your Business for Christ with Bobby Mitchell Sr.

    Do you have a vision of leading your business for Christ? Even in today’s very capitalized world, a Christian can start and manage a business according to Biblical principles.

    In this episode of the 3 Wins Podcast, Russ Clemmer speaks with Bobby
    Mitchell Sr., the Founder and Chairman of the Board, Fellowship of Companies for Christ International (FCCI), and CEO at Applied Ceramics Inc.

    They talk about how to lead a business for Christ with the Salvation, Sanctification, and Service concept and its benefits for Christian business owners.

    What You Will Learn:
    How to manage a business for Christ. Bobby explains why FCCI decided to operate their businesses as a platform for ministry.

    Salvation, sanctification, and service. How Bobby started building his business for Christ by offering people salvation first followed by the sanctification of their faith and later focused on service to fellow men.

    Bobby narrates how business owners connected and came together through the FCCI to lead their businesses for Christ and offer support to each other.

    The philosophy of God owns it all – understanding God’s purpose for giving you your business.

    How to understand your role as a steward of what God has given you and using it for His glory.

    Why it’s easier to find support to help you stay accountable when it comes to giving than not having support at all.

    Why generosity and the joy of giving are two different concepts for individual Christians.

    Connect with Bobby:
    Websites:
    http://appliedceramics.com/
    https://www.fcci-site.com/
    LinkedIn:
    https://www.linkedin.com/company/fcci...
    https://www.linkedin.com/company/appl...
    About the Host:
    Russ Clemmer, President of Legacy Advisory Partners
    Russ Clemmer on LinkedIn: https://www.linkedin.com/in/russclemmer/
    The 3 Wins Podcast is presented by Legacy Advisory Partners. https://www.legacyadvisorypartners.com/


    To learn more about how to apply The 3 Wins Framework in your business, download our FREE whitepaper, “The 3 Wins: How to Unleash the Collaboration Effect on Profits in Your Company.” https://www.legacyadvisorypartners.co...

    The 3 Wins Podcast is presented by Legacy Advisory Partners.
    https://www.legacyadvisorypartners.com/

    The Great 8: A New Paradigm for Leadership, by J. David Harper, Jr., CEO of Legacy Advisory Partners is available: https://www.amazon.com/Great-New-Para...

    Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Legacy Advisory Partners are not affiliated.

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/ Dealer, Member FINRA/SIPC.

    • 51 min

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