5 episodes

Podcast by Legacy Advisory Partners

The 3 Wins Podcast Legacy Advisory Partners

    • Business

Podcast by Legacy Advisory Partners

    E5: How to Get the Most Out of the Rest of 2020

    E5: How to Get the Most Out of the Rest of 2020

    Russ Clemmer, Marc Walker and Matt Joines on the senior leadership team at Legacy Advisory Partners talk about how to finish strong and get the most out of the next six months we have left in 2020.

    That’s because whatever your targets were in January, they’ve likely been blown out of the water since COVID-19 swept the globe.

    Now as the economy reopens—with fits and starts—what should you think about as you recalibrate your forecasts?

    What new financial strategies should you consider putting in place—for your company and for yourself—to build momentum going into 2021?

    And what can you be doing right now to get your company’s performance back on track as quickly as possible?

    The Legacy Team dives into these topics and more on today’s episode of The 3 Wins Podcast.

    Featured in this episode:

    Russ Clemmer, President, Legacy Advisory Partners

    Marc Walker, Chief Investment Officer, Legacy Advisory Partners

    Matt Joines, Certified Financial Planner, Legacy Advisory Partners

    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.com/the3wins.

    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.
    https://www.legacyadvisorypartners.com/news/the-great-8-a-new-paradigm-for-leadership.html

    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.

    • 26 min
    E4: What to Consider as Businesses Begin to Reopen

    E4: What to Consider as Businesses Begin to Reopen

    In this episode, I chat with Russ Clemmer, the president at Legacy Advisory Partners.

    And we talk about what to consider as businesses begin to reopen after several weeks of a nationwide shutdown from the coronavirus.

    The challenge right now is that not all states—or even counties and municipalities within each state—are on the same reopen schedule. And there are a wide range of rules and guidelines in effect, depending on where you’re located.

    Then there are the issues of safety and employee concerns about returning to work.

    As a business owner, what should you be thinking about now to help make this transition back to work as smooth as possible for your employees and your company?

    What are the potential pitfalls to avoid?

    And what lessons did you learn during the shutdown that will change how your business operates moving forward?

    Russ and I tackle these questions and more.

    And we also have bonus content at the end of this episode that you will not want to miss!

    Russ sits down with Atlanta employment attorney, Amanda Farahany, managing partner of Barrett & Farahany, one of the top employment law firms in Georgia, as they talk about what you should keep in mind--from a legal perspective--as you start to bring back your employees.

    So, without further adieu, let’s dive into this episode of The 3 Wins Podcast.

    Featured in this episode:

    Russ Clemmer, President, Legacy Advisory Partners
    https://www.linkedin.com/in/russclemmer/

    Amanda Farahany, managing partner, Barrett & Farahany
    https://www.linkedin.com/in/atlantaemploymentlawyer/

    Sean Lyden, CEO, Lyden Communications LLC, and host of The 3 Wins Podcast
    https://www.linkedin.com/in/seanlyden/

    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.com/the3wins.

    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 at Legacy Advisory Partners.
    https://www.legacyadvisorypartners.com/news/the-great-8-a-new-paradigm-for-leadership.html

    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.

    • 55 min
    E3: Why NOW is the Time to Strengthen Your Company’s Value Chain

    E3: Why NOW is the Time to Strengthen Your Company’s Value Chain

    In this episode of The 3 Wins Podcast, we have Russ Clemmer, president at Legacy Advisory Partners, and special guest, Bill Barbour, a former Coke executive and the principal at WTB Consulting in Atlanta. We talk about why NOW is the time to strengthen your company’s value chain - to survive and thrive in this brave new COVID-19 world.

    We recorded this on April 30, 2020.

    To set the stage:

    Most of the U.S. is still under stay-at-home orders

    By now, many Americans have received federal stimulus checks.

    But the initial stimulus money to fund the PPP - the paycheck protection program loan intended to help small businesses stay afloat and keep their employees on the payroll - dried up. So, Congress recently authorized an additional few hundred billion to replenish that program.

    And most states are mapping out their plans for a phased approach to re-opening their economies. A handful of states, like Georgia, have already started reopening.

    So, what exactly is the Value Chain? And why is it important for CEOs and executives to be thinking about their Value Chain - especially right now?

    Featured in this episode:

    Russ Clemmer, President, Legacy Advisory Partners
    https://www.linkedin.com/in/russclemmer/

    Bill Barbour, President, WTB Consulting
    https://www.linkedin.com/in/bill-barbour-mba-8809ab6/

    Sean Lyden, CEO, Lyden Communications LLC, podcast host
    https://www.linkedin.com/in/seanlyden/

    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.com/the3wins.

    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.
    https://www.legacyadvisorypartners.com/news/the-great-8-a-new-paradigm-for-leadership.html

    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.

    • 59 min
    The 3 Wins Episode 2: Uncharted Waters: How to Navigate Your Business in a COVID-19 World

    The 3 Wins Episode 2: Uncharted Waters: How to Navigate Your Business in a COVID-19 World

    In this episode of The 3 Wins Podcast, the executive team at Legacy Advisory Partners talks about How to Navigate Your Business in a COVID-19 World.

    We recorded this on April 2, 2020.

    To set the stage...

    Most states have issued stay-at-home orders for non-essential businesses and travel.

    And this past weekend, the Trump Administration announced that it extended the federal guidelines for stay-at-home orders for another 30 days--to April 30th.

    Congress also just passed the 2-trillion-dollar stimulus bill to stem the impact of COVID-19 on the U.S. economy.

    What kind of impact has the Legacy team seen that COVID-19 is having on the businesses they’re speaking with? What advice do they have for business owners and executives on how to navigate these uncharted waters?

    We also dig into the $2 trillion stimulus bill. What’s their take? What provisions in the bill do they see to be the most noteworthy for small and mid-sized businesses?

    Featured in this episode:
    David Harper, CEO, Legacy Advisory Partners

    Russ Clemmer, President, Legacy Advisory Partners

    Marc Walker, Chief Investment Officer, Legacy Advisory Partners

    Matt Joines, Certified Financial Planner, Legacy Advisory Partners

    Sean Lyden, CEO, Lyden Communications LLC, podcast host

    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.com/the3wins.

    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.
    https://www.legacyadvisorypartners.com/news/the-great-8-a-new-paradigm-for-leadership.html

    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.

    • 52 min
    E1: Succession Strategies: The Keys to Effective Short- and Long-Term Transition Planning

    E1: Succession Strategies: The Keys to Effective Short- and Long-Term Transition Planning

    In this episode of the 3 Wins Podcast, the executive team at Legacy Advisory Partners takes a deep dive into succession strategies for businesses.

    That’s because, depending on the studies you look at, anywhere from 60% to 75% of privately-held businesses don’t have a succession plan in place in the event that the owner passes away, becomes disabled, or otherwise is unable to run the company.

    So, why do so few business owners have a formal succession plan?

    What are the most important points to consider when developing your short- and long-term transition plans?

    And how does the lack of succession planning impact key leader retention?

    We dive into these questions and more.

    Featured in this episode:
    David Harper, CEO, Legacy Advisory Partners

    Russ Clemmer, President, Legacy Advisory Partners

    Marc Walker, Chief Investment Officer, Legacy Advisory Partners

    Matt Joines, Certified Financial Planner, Legacy Advisory Partners

    Sean Lyden, CEO, Lyden Communications LLC, podcast host

    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.com/the3wins.

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

    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.

    • 59 min

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