42 episodes

A financial podcast for Growth-Minded Business Leaders.

the3wins.substack.com

The 3 Wins Podcast Russ Clemmer

    • Business
    • 5.0 • 2 Ratings

A financial podcast for Growth-Minded Business Leaders.

the3wins.substack.com

    E42: Steve Kaloper on Faith, Philanthropy, and Family Legacy Planning

    E42: Steve Kaloper on Faith, Philanthropy, and Family Legacy Planning

    Are you ready to redefine what success means in your business and life?
    What are the keys to building a legacy that lasts generations?
    What does it take to transform business success into meaningful philanthropy?
    We discuss these topics and more on Episode 42 of The 3 Wins Podcast, brought to you by Legacy Advisory Partners.
    I’m Russ Clemmer, the president at Legacy and host of The 3 Wins.
    I sat down with Steve Kaloper, an expert in assisting ministries, nonprofits, families, and business leaders in clarifying their purpose and living out their calling.
    Steve is the Founder and CEO of DoingGoodBetter. He’s also the author of The Journey Into DoingGoodBetter! 
    Dive into Steve’s journey and learn about his approach to Impact Philanthropy in today’s episode of The 3 Wins Podcast!
    Notable Quotes
    * "Wealth is not just about having it; it's about what you do with it." - Steve Kaloper
    * "Legacy is not left; it's lived and given." - Steve Kaloper
    Episode Highlights
    * Steve shares his inspiring faith journey, from dabbling in New Age spirituality to committing his life to Christ after reading the New Testament.
    * He left a successful financial services career to pursue his purpose of helping organizations raise funds and build relationships.
    * His advice for families: focus on preparing the next generation before addressing money questions (align your hearts first).
    * He encourages establishing MOU's (memorandum of understanding) and accountability metrics even for nonprofit donations.
    * True stewardship means empowering and equipping the next generations.
    * Business leaders have a platform to influence, using their "tentmaking" for the Gospel.
    Additional Resources:
    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/signup-for-free-book-download.html#gref 
    The Great 8: A New Paradigm for Leadership, by J. David Harper, Jr., CEO of Legacy Advisory Partners: https://www.amazon.com/Great-New-Paradigm-Leadership/dp/0986233609 
    Subscribe to The 3 Wins 👇
    * To our Substack to receive each episode (and its key takeaways) in your inbox:
    Where to Find The 3 Wins Podcast
    * Substack
    * YouTube (Legacy Advisory Partners Channel)
    * Apple Podcasts
    * Spotify
    * Google Podcasts
    The 3 Wins Podcast is brought to you by Legacy Advisory Partners.
    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 Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Legacy Advisory Partners are not affiliated. Perpetuate Capital is not affiliated with Cambridge or Legacy Advisory Partners.


    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit the3wins.substack.com

    • 54 min
    E41: Brandt Brereton: Navigating the Complex World of ESOPs

    E41: Brandt Brereton: Navigating the Complex World of ESOPs

    In this episode, we sit down with Brandt Brereton, the general partner at Perpetuate Capital (https://www.perpetuatecapital.com/), a firm that provides succession and growth capital to small and medium-sized businesses, primarily through ESOP transactions.

    We kick things off by talking about The 3 Wins financial model designed for business owners and founders. We discuss the importance of keeping The 3 Wins in balance—the financial legacy for the shareholder, the win for the company, and the win for key leaders—for your company to achieve lasting success.

    Learn how forecasting strategies, understanding stakeholders, and incentivizing key people can make a difference in your business. We also explore how being a steward can bring God's financial blessing to your business.

    Next, we delve into the intriguing world of ESOPs or Employee Stock Ownership Plans. We break down the benefits of using an ESOP to ensure your business has a lasting kingdom impact, while maintaining control of the board of directors and preserving the culture of the business. We examine the structure of ESOPs and how they can provide a tax shield for businesses. Plus, we take a close look at the emotional, physical, spiritual, wisdom, family, and financial costs of profit.

    In the final part of our discussion, we tackle the topic of succession planning and the challenges that business owners face when transitioning out of their businesses. We offer potential solutions such as finding outside successors, forming a team to carry the business forward, and appointing a CEO for a transition period.

    Don't miss this engaging conversation packed with insights and strategies that can make a difference in your business. Listen in as we demystify the ESOP process, reveal the importance of transparency, and discuss how to create a lasting kingdom impact with your business.

    Subscribe to The 3 Wins 👉https://the3wins.substack.com/

    Resources from The 3 Wins
    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...
    SUBSCRIBE
    To our Substack to receive each episode (and its key takeaways) in your inbox: https://the3wins.substack.com/

    To our YouTube channel:

    / @legacyadvisorypartners7225

    CONNECT WITH OUR HOST
    Russ Clemmer, president of Legacy Advisory Partners
    Russ Clemmer on LinkedIn:

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

    CONNECT WITH OUR PRODUCER
    Sean Lyden, CEO, Lyden Communications: www.SystematicSelling.co
    Sean Lyden on LinkedIn:

    / seanlyden

    DISCLAIMER
    The 3 Wins Podcast is brought to you by Legacy Advisory Partners.

    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 Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Legacy Advisory Partners are not affiliated. Perpetuate Capital is not affiliated with Cambridge or Legacy Advisory Partners.

    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit the3wins.substack.com

    • 1 hr 11 min
    E40: Russ Clemmer: Making the Case for Long-Term Incentive Plans for Your Key Leaders

    E40: Russ Clemmer: Making the Case for Long-Term Incentive Plans for Your Key Leaders

    Does your company have the right leaders in place?

    How can you ensure that these key players stay motivated and committed to driving your business toward success?

    Join us as we tackle the tough questions and share our insights on nurturing and retaining the key leaders in your company.

    We’ll explore the philosophy of abundance and its significance in shaping your business model and your leadership team.

    As the company owner, it's crucial to create an environment that encourages growth, and that's what we'll delve into. From identifying the leaders that are truly worth keeping to learning how to delegate effectively, we've got you covered. We'll also discuss how you can reward your key leaders, ensuring that they share in the success they help to create.

    We’ll talk about how the Beatitudes in Matthew 5 apply to developing virtuous leaders in your company. We'll touch on the parable of the fig tree from Luke 13 and its application in evaluating a leader's potential for rehabilitation. So, get ready to dive into these rich insights and strategies to strengthen your leadership team and ensure your company's success. Tune in, learn, and lead!

    Episode Highlights
    (0:00:05) - Retaining Key Leaders in Your Company
    Identifying, growing, rewarding and retaining key leaders, understanding the person behind the leader, and my background in education are discussed.

    (0:14:54) - Leading With the Philosophy of Abundance
    We discuss company phases, key leader retention, abundance philosophy, self-assessment, business model sustainability, and delegation.

    (0:24:24) - Identifying Leaders Worth Retaining
    We seek a leader with an owner-minded vision, growth mindset, and virtuous decision-making.

    (0:31:06) - Empathy, Accountability, and Retaining Leaders
    Empathy, accountability, busyness, leadership, and the fig tree parable are discussed to promote teamwork and collaboration.

    (0:40:52) - Retaining Leaders Through Vision and Participation
    Provide leadership and team work training, build the vision, collaborate on the vision, reward and retain key players, and create an incentive plan.

    (0:54:22) - Developing Key Leaders in a Company
    We discuss transitioning key leaders with dignity, respect and company interests.

    Subscribe to The 3 Wins 👉https://the3wins.substack.com/

    Resources from The 3 Wins
    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/signup-for-free-book-download.html#gref
    “The Great 8: A New Paradigm for Leadership,” by J. David Harper, Jr., CEO of Legacy Advisory Partners: https://www.amazon.com/Great-New-Paradigm-Leadership/dp/0986233609
    SUBSCRIBE
    To our Substack to receive each episode (and its key takeaways) in your inbox: https://the3wins.substack.com/

    To our YouTube channel: https://www.youtube.com/channel/UCZZsW7NF3RlOC7wfTAVGOsw?sub_confirmation=1

    CONNECT WITH OUR 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 OUR PRODUCER
    Sean Lyden, CEO, Lyden Communications: www.SystematicSelling.co
    Sean Lyden on LinkedIn: https://www.linkedin.com/in/seanlyden/

    DISCLAIMER
    The 3 Wins Podcast is brought to you by Legacy Advisory Partners.

    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 Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Legacy Advisory Partners are

    • 1 hr 5 min
    E39: Damon West: From Convict to Change Agent

    E39: Damon West: From Convict to Change Agent

    Our guest, Damon West, was once a promising Div. 1 quarterback. But his life took a drastic turn, spiraling into drug addiction and crime, leading him to a life sentence in prison.

    It was at this lowest point that he found his path to redemption. Since being released on parole in 2016, Damon has made it his mission to share his powerful lesson of The Coffee Bean, a symbol of inherent hope and potential within us all.

    Join us as Damon, now a best-selling author and keynote speaker, talks about his journey, his moment of enlightenment inspired by an unlikely prison mentor, and his ongoing commitment to helping others find their way out of their darkness.

    And check out his book, "The Change Agent: How a Former College QB Sentenced to Life in Prison Transformed His World."

    Subscribe to The 3 Wins 👉https://the3wins.substack.com/

    ADDITIONAL RESOURCES:
    Check out Damon’s best-selling books:
    "The Change Agent: How a Former College QB Sentenced to Life in Prison Transformed His World": https://www.goodreads.com/book/show/42299819-the-change-agent
    “The Coffee Bean: Simple Lessons to Create Positive Change”: https://coffeebeanbook.com/
    "Coffee Bean for Kids: A Simple Lesson to Create Positive Change": https://www.goodreads.com/book/show/54422643-the-coffee-bean-for-kids
    Learn about the James Lynn II #BeaCoffeeBean scholarship: https://bold.org/scholarships/james-lynn-baker-ii-beacoffeebean-scholarship/
    Watch WFAA-TV’s powerful story of a life transformed: https://www.wfaa.com/article/features/originals/former-uptown-burglar-finds-coffee-bean-inmate-saved-his-life/287-6f9312ce-e518-4a85-af7b-65efed5decd8
    More about Oswald Chambers’ take on faith and walking with God: https://utmost.org/classic/the-way-of-abraham-in-faith-classic/

    RESOURCES FROM THE 3 WINS
    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/signup-for-free-book-download.html#gref
    “The Great 8: A New Paradigm for Leadership,” by J. David Harper, Jr., CEO of Legacy Advisory Partners: https://www.amazon.com/Great-New-Paradigm-Leadership/dp/0986233609
    SUBSCRIBE
    To our Substack to receive each episode (and its key takeaways) in your inbox: https://the3wins.substack.com/

    To our YouTube channel: https://www.youtube.com/channel/UCZZsW7NF3RlOC7wfTAVGOsw?sub_confirmation=1

    CONNECT WITH OUR GUEST
    Damon West On LinkedIn: https://www.linkedin.com/in/damon-west-685168152/
    https://damonwest.org/

    CONNECT WITH OUR 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 OUR PRODUCER
    Sean Lyden, CEO, Lyden Communications: www.SystematicSelling.co
    Sean Lyden on LinkedIn: https://www.linkedin.com/in/seanlyden/

    DISCLAIMER
    The 3 Wins Podcast is brought to you by Legacy Advisory Partners.

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

    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit the3wins.substack.com

    • 51 min
    E38: Conquering Business as a Creative

    E38: Conquering Business as a Creative

    In Episode 38 of The 3 Wins Podcast, Russ speaks with William Warren, an author, artist, and Founder and CEO of The Sketch Effect, an Atlanta-based visual communications company.

    We discuss William’s new book, “The Conquering Creative: 9 Shifts to Build an Unstoppable Creative Business.”

    William talks about how businesses can benefit from communicating with images, how to succeed as a creative entrepreneur, and how to continue growing after you’ve “conquered business.”

    Key message: “Creative people especially need help. People like me, if you want to make a living as a creative, you just need some help…I hope this [book] will help people to find fulfillment and find work that they love to do and be excellent at it.” – William Warren

    Key Insights:
    ✅Success as a creative entrepreneur requires a shift in thinking and actions.
    ✅Financial acumen is vital for business sustainability.
    ✅Conquering business is just the start—embrace strategic, long-term thinking.
    ✅Leverage the power of visual learning for success.
    ✅Perfecting your product involves consistent trial and error.

    Subscribe 👉https://the3wins.substack.com/

    Resources Mentioned:
    The Sketch Effect: https://thesketcheffect.com
    “The Conquering Creative” by William Warren: https://bit.ly/3N0uiAj
    Watch Ep 37 with Henry Hays: https://www.youtube.com/watch?v=Lyi87FxcDDg
    “Death by Meeting” by Patrick Lencioni: https://bit.ly/42uiQ5t
    “Building a StoryBrand” by Donald Miller: https://bit.ly/3WV3d5W

    Additional Resources:
    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/signup-for-free-book-download.html#gref
    The Great 8: A New Paradigm for Leadership, by J. David Harper, Jr., CEO of Legacy Advisory Partners: https://www.amazon.com/Great-New-Paradigm-Leadership/dp/0986233609
    Subscribe:
    To our Substack to receive each episode (and its key takeaways) in your inbox: https://the3wins.substack.com/

    To our YouTube channel: https://www.youtube.com/channel/UCZZsW7NF3RlOC7wfTAVGOsw?sub_confirmation=1

    Connect with our Guest
    William Warren On LinkedIn: https://www.linkedin.com/in/william-warren-83101586
    The Sketch Effect: https://thesketcheffect.com

    Connect with our 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 our Producer:
    Sean Lyden, CEO, Lyden Communications: www.SystematicSelling.co
    Sean Lyden on LinkedIn: https://www.linkedin.com/in/seanlyden/

    Disclaimer:
    The 3 Wins Podcast is brought to you by Legacy Advisory Partners.

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

    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit the3wins.substack.com

    • 58 min
    E37: Henry Hays: Harnessing Disruption for Business Growth

    E37: Henry Hays: Harnessing Disruption for Business Growth

    In episode 37 of The 3 Wins Podcast, join Russ and his guest, Henry Hays, a renowned disruption specialist, consultant, keynote speaker, and co-founder of DisruptREADY. Discover how Henry equips CEOs and executive teams to seize opportunities in emerging technologies, rapidly adapt their business models, and thrive in the tech-driven world.

    Listen in as Henry shares powerful disruption strategies that can exponentially grow your business and help you thrive in a rapidly evolving, competitive landscape.

    Key message: As a leader, you must embrace change, understand its impact on your organization, and actively participate in it.

    Episode Highlights & Takeaways:
    Explore prominent historical examples of disruption and why it's essential for business success.

    Understand the psychology of change and how age affects our response to it.

    Learn about ChatGPT and how AI can transform businesses, making them more efficient and disruptive.

    Discover why adopting blockchain technology in the next six months will put you ahead in the finance industry as it moves to Web3.

    Recognize the importance of education in fostering the adoption of innovative technologies.

    Identify which industries are poised to benefit most from disruption, including finance, education, and healthcare.

    Delve into the importance of discussing change management in organizations pursuing disruptive strategies, starting with a clear "why."

    Appreciate the role of technology in serving others and sharing meaningful stories.

    Subscribe 👉https://the3wins.substack.com/

    Resources Mentioned in the Episode:
    Listen to Ep 22 with Phil Nicaud: https://apple.co/40oo55H
    Learn more about DisruptREADY: https://disruptready.com

    Additional Resources:
    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/signup-for-free-book-download.html#gref
    The Great 8: A New Paradigm for Leadership, by J. David Harper, Jr., CEO of Legacy Advisory Partners: https://www.amazon.com/Great-New-Paradigm-Leadership/dp/0986233609
    Subscribe:
    To our Substack to receive each episode (and its key takeaways) in your inbox: https://the3wins.substack.com/

    To our YouTube channel: https://www.youtube.com/channel/UCZZsW7NF3RlOC7wfTAVGOsw?sub_confirmation=1

    Connect with our Guest:
    Henry Hays Consulting: https://henryhaysconsulting.com
    Henry Hays on LinkedIn: https://www.linkedin.com/in/henryhays

    Connect with our 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 our Producer:
    Sean Lyden, CEO, Lyden Communications: www.SystematicSelling.co
    Sean Lyden on LinkedIn: https://www.linkedin.com/in/seanlyden/

    Disclaimer:
    The 3 Wins Podcast is brought to you by Legacy Advisory Partners.
    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 Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Legacy Advisory Partners are not affiliated.

    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit the3wins.substack.com

    • 44 min

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