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.
The Brighthouse Financial Insights Panel
Mike Terrio
Financial Independence Group
Mike McGlothlin
PracticeLab podcast
Seth Greene
Brad Swineheart
Shawn Sigler & Josh Martin
The Care Directions Podcast - For People Making a Difference in the Care Industry
The Pinnacle Group
Clarity 2 Prosperity
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Madison Taylor
Ken Unger
Alan Moore and Michael Kitces
Kate Holmes
Duncan MacPherson
Family Legacy Media
...For Advisors
Financial Planning Association
Citywire
David DeCelle
The Institute of Advanced Financial Planners | David Miller
Michael Lawes
John Brown
Jacqui Henderson
DPL Financial Partners
Dan Cuprill, CFP
Impact Communications, Inc.
Adam Holt and Derek Notman
MassMutual Eastern Pennsylvania
Jacqueline Lockie
Reese Harper, CFP®
Lincoln Financial Network
Libby Greiwe
Aged Care Steps
Rick Randall
Beyond the Balance Sheet
Elena Pullen-Venema
Karl Hoover
Paul Chaney
Philip Calvert
Francois du Toit
Jaime Malm
SmackSound
Ben George
Ben D. Jones and Emily Larsen with BMO Global Asset Management
The Heritage Institute
Daniel Kopp, Forrest Baumhover
Marc Rogers
LifeYield
Michael Kitces
Steve Sanduski
Chip Munn
Your Retirement Team
Paul G. McManus
Bridging The Gap
Robert Curtiss
The 401k Study Group
Kim Butler and Tammi Brannan
Colin Ley
Pete Bush
Jonathan Kuttin
Cathy Curtis, CFP
Paul Kingsman
James Pollard
Brett Fellows, CFP®
401JA(k)E
Richard E. Boone
Caleb Brown
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Nick Fendig
Brendan Frazier
Justin Bennett
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TD Ameritrade Institutional
Scott Heinila
Richard Oring & Erik Garcia
Gabe Nelson, CFP®
Charlie Van Derven
Mike Saunders, MBA
None
Advisor Group
John Anderson and Heather Wilson
Digital Marketing 4FP
Ameritas Life Insurance Corp.
Citywire
John Hancock Insurance
John Strohmeyer
Bill Cates
Charlie Jewett and Bobby Alford
Altruist
Penn Mutual
Cooper Lewis at Highland Capital Brokerage
John Anderson and Heather Wilson
Ultimate Advisor
Alex Khassa
Synergy Life Brokerage
SYMO interactive