Business Legacy

Matthew Wessels, partner at Wessels Realty and Tax Advisors, takes center stage as he shares his compelling journey from the hills of New Hampshire to carving a unique niche in the real estate and tax advisory world. Matthew's story is a testament to the power of combining passions, as he skillfully marries his accounting background with a fervor for real estate development. Our conversation uncovers how he transitioned from the corporate treadmill to co-purchasing his first property, igniting a career that now stands at the intersection of real estate analysis, general contracting, and specialized tax advisory services. Matthew's insights into the Massachusetts rental market showcase both the challenges and opportunities that come with navigating market shifts, political influences, and evolving investment strategies. In a deeper exploration, we reflect on the balance between professional success and personal fulfillment. Matthew opens up about how fatherhood reshaped his priorities, leading to a transformation in his work-life balance through automation and delegation. His reflections on legacy, infused with values of authenticity, courage, and generosity, offer listeners a roadmap to crafting a meaningful life beyond societal expectations. This episode is a treasure trove of wisdom for those eager to learn from a visionary who has successfully integrated personal growth with professional achievement, all while maintaining the courage to follow his distinctive path. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast   00:00:11 - Meet Matthew Wessels: Real Estate and Tax Advisory Innovator   00:00:37 - Matthew's New Hampshire Roots and Education at Bentley University   00:01:20 - Transition from Corporate Accounting to Real Estate Investment   00:02:45 - Building Wessels Realty and Tax Advisors: A Multifaceted Approach   00:04:10 - The Unique Blend of CPA Expertise and Real Estate Development   00:05:25 - The Complexity and Opportunities in Real Estate and Tax Advisory   00:06:30 - Market Fluctuations and Resilience in Massachusetts Rental Properties   00:07:55 - Political and Economic Influences on the Housing Market   00:09:10 - Trends in Homeownership and Investment Property Challenges   00:10:30 - Matthew's Role in Educating and Mentoring Aspiring Investors   00:11:09 - Real Estate Market Insights and Strategies   00:12:05 - Overcoming the Fear of Property Investment   00:13:30 - The Impact of Market Shifts on Cash Flow and Property Value   00:14:40 - Balancing Professional Growth and Personal Life   00:15:50 - Matthew's Reflections on Fatherhood and Work-Life Balance   00:17:10 - Legacy, Values, and the Courage to Follow a Unique Path   00:18:05 - Navigating Work-Life Balance and Legacy   00:19:00 - Emphasizing Happiness, Generosity, and Authenticity   00:20:30 - Matthew's Advice: Embrace Being Different and Follow Your Own Path   00:21:45 - Closing Thoughts and Where to Learn More About Matthew Wessels   00:22:45 - Conclusion and Final Thoughts from Paul Dio   00:23:30 - Closing Remarks and Invitation to Leave a Review   Episode Resources: Connect with Matthew here and find more out about what they do: https://www.wesselsrealtyandtaxadvisors.com/ 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. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

Transformative Leadership and Business Innovation: Natalie Spiro's journey from Johannesburg to the CEO of Drum Cafe North America illustrates the power of adaptability and innovation in leadership. Her story highlights how interactive drumming became a transformative tool for team development and corporate engagement, leading to a unique business model that turns energy into inspiration. Resilience in the Face of Adversity: The episode delves into Natalie's strategic pivots during the COVID-19 pandemic, showcasing her resilience as she transitioned from live events to virtual operations. Her ability to navigate challenges, consolidate resources, and embrace personal growth serves as a testament to her strength and determination in maintaining business continuity. Strategic Growth and Team Development: As Drum Cafe scaled, Natalie focused on building a team-managed business, emphasizing the importance of strategic partnerships and logistical planning. Her experience in hiring and training facilitators, managing expenses, and adapting to corporate needs offers valuable insights for entrepreneurs looking to expand their operations. Legacy of Cultural Humility and Education: Natalie discusses her vision of leaving a legacy through a non-profit initiative aimed at improving social-emotional learning in schools. Her commitment to cultural humility and fostering future leaders reflects her passion for creating meaningful impact and inspiring the next generation. Tune in to explore Natalie's inspiring leadership journey, learn from her experiences in overcoming business challenges, and discover how she continues to pioneer a path of transformational leadership in uncertain times. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast   00:01:10 - Natalie's Journey from Johannesburg to the U.S.   00:02:30 - Discovering Purpose Through Vision Exercise   00:04:00 - Encounter with Motorola and the Birth of Drum Cafe North America   00:06:15 - The Transformative Power of Interactive Drumming   00:08:30 - Importance of Valuing Work and Establishing Business Model    00:11:45 - Transitioning to Virtual Operations and Personal Development   00:13:00 - Rebuilding the Business Post-COVID   00:15:00 - Managing Strategic Partnerships and Scaling Challenges   00:17:30 - Adapting to Changes in Team and Corporate Needs   00:19:00 - Overcoming Adversity and Finding Inspiration   00:21:00 - The Impact of Cultural Humility and Ancestral Wisdom   00:23:30 - Natalie's Vision for a Non-Profit and Legacy   00:25:00 - Contact Information and Closing Remarks Episode Resources: Connect with Natalie here and find more out about Drum cafe: https://drumcafenorthamerica.com/   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. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

Ready to shield your digital marketing efforts from the pervasive threat of ad fraud? Join us as we sit down with Rich Kahn, the visionary co-founder and CEO of Anura. With over two decades of expertise, Rich takes us through his journey of identifying a critical gap in the market and developing a robust ad fraud solution. From bots to malware, discover how Anura innovatively tackles fraudulent activities, significantly safeguarding advertisers' investments. Rich unpacks the sophisticated nature of ad fraud, especially with the rise of AI, and highlights the staggering financial implications that call for urgent attention. This episode promises to equip you with the knowledge to better understand and combat ad fraud, enhancing your ROI in the competitive landscape of digital marketing. Moreover, we navigate the complexities of pricing SaaS solutions, shedding light on the balance between development costs and competitive pricing. Rich shares invaluable insights into the strategic pricing journey, from establishing credibility with initial low prices to the importance of ROI in setting rates. As we explore the ever-evolving fraud detection landscape, Rich emphasizes the necessity of standardized approaches and the potential industry growth. With only a fraction of websites employing fraud detection solutions, we delve into the future risks that digital marketing expenditures face. Tune in to learn more about Anura's groundbreaking work and its pivotal role in the ongoing battle against ad fraud. Don't miss this opportunity to stay ahead of the curve in effectively managing your digital marketing investments. Timestamps 00:00:01 - Introduction and Welcome to Business Legacy Podcast   00:00:45 - Introduction to Rich Kahn and Anura's Origins   00:02:15 - Rich Kahn's Early Days and the Genesis of Anura   00:03:30 - Understanding Ad Fraud: Bots, Malware, and Human Actors   00:05:10 - The Role of AI in Fraud Detection and Challenges Faced   00:06:45 - Financial Impacts of Ad Fraud on Digital Marketing   00:09:03 - Introduction to Pricing Strategies for SaaS Solutions   00:10:00 - Balancing Development Costs and Competitive Pricing   00:11:30 - Importance of ROI in SaaS Pricing Models   00:12:45 - Grassroots Approach to Building an Initial Client Base   00:14:15 - Enhancing Fraud Detection Accuracy and Industry Challenges   00:15:30 - Importance of Standardization in Fraud Detection   00:16:45 - Anura's Commitment to Accuracy and Reliability   00:18:00 - Growth Potential in Fraud Detection and Industry Insights   00:19:30 - Parallels Between Digital Marketing Expenditure and the Dot-Com Bubble   00:20:45 - Conclusion and Final Thoughts from Rich Kahn   00:21:30 - Where to Find More Information About Anura   Episode Resources: Connect with Rich here and find more out about fraud with an ebook and guides:  https://www.anura.io/ 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. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

Ever wondered how strategic moves can reshape your career in real estate? Join us as we uncover the journey of Harrison Polsky, the principal of Katina Homes in Dallas, and learn how his transition from a commercial analyst to a prominent figure in the Dallas real estate scene became a game-changer. Harrison unfolds his path from being a residential broker to representing builders, navigating the challenges of the COVID-19 pandemic, and ultimately co-founding a successful venture. He reveals the dynamics behind Dallas's booming market, driven by the influx from places like New York and California, and the economic allure of no state income tax. Explore how major corporate relocations, like Goldman Sachs, are reshaping the city's landscape and discover the strategic insights that have set Harrison apart. But that's not all Harrison offers a rare glimpse into the luxury real estate market, sharing personal anecdotes that reveal the power of intuition, relentless hard work, and reinvestment. Discover his vision of creating a boutique hotel and wellness community, an ambitious project aligning with his passion for travel and wellness. Listen as he opens up about the profound satisfaction of providing for his family and maintaining life balance through personal routines. Harrison's reflections on shared family experiences over material possessions offer invaluable lessons for leaving a lasting legacy. Don't miss this chance to glean wisdom from Harrison's inspiring journey and learn how to elevate your own path in the real estate industry. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast   00:00:45 - Harrison Polsky's Background and Early Career in Real Estate   00:02:30 - Transition from Commercial Analyst to Residential Broker   00:03:50 - Co-Founding Katina Homes During the COVID-19 Pandemic   00:05:15 - The Impact of Major Corporations Relocating to Dallas   00:06:30 - Dallas Real Estate Market Growth and Economic Opportunities   00:08:12 - Insights into the Luxury Real Estate Market   00:09:45 - The Role of Intuition and Reinvestment in Real Estate Success   00:11:00 - Personal Ambitions: Boutique Hotel and Wellness Community   00:12:30 - Balancing Career with Family and Self-Care Routines   00:14:00 - Teaching Children Through Travel and Global Experiences   00:15:30 - Reflections on Personal Fulfillment and Career Achievements   00:17:00 - Social Media and Ways to Connect with Harrison Polsky   00:18:00 - Closing Remarks and Appreciation for the Audience Episode Resources: Connect with Harrison here:  https://www.elliman.com/agent/harrison-polsky/1026844 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. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

What if empathy could be the cornerstone of great leadership? Join us on a transformative journey with Susan Odle, the visionary CEO of StorMagic, as she unravels the secrets behind her remarkable 30-year career in the tech industry. From her beginnings in sales to ascending to the role of CEO, Susan shares how listening and building trust have been pivotal in her leadership. As a woman and visible minority, she offers unique insights into balancing gut instincts with evidence-based decision-making to navigate the swiftly changing tech landscape. Discover StorMagic's strategic vision for growth in the edge virtualization market, where simplicity and trust are the keys to capturing new opportunities. Susan emphasizes the importance of maintaining customer trust amidst the challenges posed by competitors like Broadcom. She sheds light on the rewarding aspects of leadership, from fostering a motivated workforce to practicing radical candor in delivering feedback. Tune in to uncover how transparency and kindness can lead to lasting success and positive transformation in the world of technology. Timestamps 00:00:00 - Introduction and Welcome to the Podcast  00:00:45 - Susan Odle's 30-Year Journey in Tech  00:02:10 - Starting in Optical Character Recognition Sales  00:06:50 - Balancing Gut Instincts with Evidence-Based Decisions  00:08:30 - Technological Changes and Challenges in Recent Years  00:10:00 - The Fast Pace of AI and Processing Speed  00:14:30 - Leadership Gratification: Helping Others Succeed  00:18:30 - Creating a Flat Organizational Structure for Better Decision Making  00:22:30 - StorMagic's Growth Potential and Technological Innovation  00:24:00 - The Importance of Customer Trust and Service    00:28:00 - Where to Find More Information About Susan Odle and StorMagic Episode Resources: Connect with Susan here:  https://www.linkedin.com/in/susan-odle/?originalSubdomain=ca 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. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

Imagine navigating the often isolating world of entrepreneurship, only to discover a thriving community waiting to support you. On the Business Legacy Podcast, I sit down with Graeme Barlow, CEO of Iversoft and founder of FounderLink, to reveal how the power of human connections is reshaping the entrepreneurial landscape. We discuss the duality of AI in networking how it both facilitates mass communication and underscores the irreplaceable value of in-person interactions. With Graeme's insights, we examine the surge in popularity of community events like founder dinners and unravel the shared challenges that bind founders, from managing payroll to generating revenue. In our conversation, we highlight the profound impact of authentic connections and peer support in overcoming initial fears and misconceptions common among entrepreneurs. Discover how these networks not only offer solutions but also foster the accountability needed to turn visions into reality. Graeme and I share personal stories about creating safe spaces for founders to discuss real challenges without the noise of sales pitches or political debates. These supportive environments are where serendipitous encounters lead to significant personal and professional milestones, proving that a strong community is indispensable in guiding entrepreneurs to success. Tune in to uncover the essence of being a founder and the invaluable role of community in this journey. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast   00:00:37 - Introduction of Graeme Barlow, CEO of Iversoft and Founder of FounderLink   00:01:20 - Discussing the Role of Community and AI in Entrepreneurship   00:04:54 - Importance of Human Interaction and Connection for Founders   00:06:10 - Defining What It Means to Be a Founder   00:08:30 - The Coaching Industry's Impact on Entrepreneurial Growth   00:11:02 - Building Authentic Connections Through Community Support   00:13:15 - Overcoming Initial Misconceptions in Entrepreneurship   00:15:00 - Organizing Founder Dinners to Enhance Networking Opportunities   00:18:30 - Creating a Supportive Community Free from Sales and Politics   00:20:45 - Sharing Personal Journeys and Entrepreneurial Challenges   00:23:00 - Focus on Steady Growth and Avoiding Fleeting Trends   00:25:30 - Conclusion and Final Thoughts from Graeme Barlow   00:26:45 - Closing Remarks and Where to Find More Information About Graeme Barlow and FounderLink   Episode Resources: Connect with Graeme here: https://www.graemebarlow.com/ 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. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

Let's talk secrets to pioneering successful and transformative leadership with Mark Lewis, the visionary behind Evolved Media AI. Ever wondered how a former IBM expert could reshape Louisiana's tech industry and introduce a groundbreaking media synthesis technology? Join us as Mark unveils his journey from the early internet days to his current role in revolutionizing how personal media is transformed into cohesive videos. His patented "video GPT of chat GPT" technology promises to change the landscape of digital storytelling, and he shares insightful lessons learned along the way. As a passionate entrepreneur and executive coach, Mark dedicates himself to nurturing small business growth, offering a glimpse into his commitment to technological innovation and community impact. Navigate the complex terrain of hiring practices with us, where Mark and I unravel the art of deciphering candidates' egos to ensure integrity transcends into the workplace. Reflecting on a personal odyssey of writing a book and aiding a reformed mafia member, Mark illustrates the profound fulfillment derived from helping others. We challenge the cultural lean towards self-centeredness and champion the virtues of selflessness and transparency. As we close this insightful conversation, we extend a heartfelt invitation to our listeners to share their thoughts via reviews and immerse themselves further in the wealth of resources available at businesslegacypodcast.com. Join our community and continue exploring the legacies that shape the business world. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast   00:00:14 - Mark Lewis's Journey from IBM to Entrepreneurial Success   00:03:20 - Transforming Louisiana's Technological Landscape   00:06:15 - Introduction of Evolved Media AI and "Video GPT of Chat GPT"   00:09:45 - Mark's Role in Executive Coaching and CEO Roundtables   00:13:40 - Hiring for Skills and Evaluating Ego in Interviews   00:14:20 - Importance of Integrity and Transparency in Business   00:17:00 - Personal Stories: Writing a Book and Helping a Reformed Mafia Member   00:18:28 - Podcast Farewell and Encouragement for Listener Engagement   00:18:45 - Closing Remarks and Where to Find More Information on Business Legacy Podcast   Episode Resources: Connect with Mark here: https://marklewisllc.com/ 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. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

Jessica Bartnick, co-founder and CEO of Foundation for C.H.O.I.C.E, joins us to illuminate the power of mentorship in transforming the lives of students from low socioeconomic backgrounds. With "CHOICE" meaning "Consider how One Individual Changes Everything," Jessica shares how her organization's mission is deeply personal, inspired by her husband's success as a first-generation college graduate. We explore how the foundation navigates the complexities of the college application process, connecting students with mentors who guide them through a transformative 27-week curriculum. This structured support has led to an impressive 85% graduation rate among participants, flipping the script on dropout statistics that often overshadow students from challenging backgrounds. Step into the world of business integration as we discuss how the Foundation for Choice provides critical exposure to professional environments, forming partnerships with businesses to sustain its impactful work. The stories of Law, a refugee from Burma who triumphed over adversity to earn a full scholarship and pursue a medical career, and Stephen, who leveraged the program to build a successful life in banking, serve as testaments to the foundation's success. As Jessica underscores the vital role of donations in maintaining their work, we invite you to support this life-changing mission by visiting their website and engaging with their social media platforms. Don't forget to leave a review for the Legacy Podcast to help us reach more listeners eager to hear such inspiring stories. Timestamps 00:00:00 - Introduction and Welcome to the Business Legacy Podcast   00:00:10 - Introduction of Jessica Bartnick and the Foundation for Choice   00:01:20 - The Meaning Behind "CHOICE" and the Program's Inspiration   00:02:45 - Navigating the College Application Process and Program Structure   00:04:30 - Success Rate and Impact on Graduation Statistics   00:06:15 - Identifying and Supporting Students in the Middle Range   00:09:58 - Empowering Youth Through Business Integration   00:10:30 - Strategic Partnerships with Businesses and Program Funding   00:11:45 - Success Story: Law's Journey from Refugee to Medical School   00:13:00 - Success Story: Stephen's Path to a Banking Career   00:14:00 - The Role of Donations and How to Support the Foundation   00:15:00 - Closing Remarks and Call to Action for Listeners   00:15:30 - Encouragement to Leave a Review and Final Thoughts   00:16:00 - Where to Find More Information About the Podcast and Foundation     Episode Resources: Connect with Jessica here: https://foundationforchoice.org/ 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. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

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. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.  

Curious about how to strategically navigate today's volatile business world? Get ready to unlock the secrets of financial success as John Frank, the seasoned CEO and founder of Third Road Management, shares his transformative journey from Wall Street heavy-hitter to the mastermind behind a consultancy that empowers small to mid-sized businesses. Discover how his unique experience with a fast-growing nonprofit illuminated the need for forward-thinking financial strategies, beyond the confines of traditional accounting. Gain invaluable insights on how businesses can tackle modern challenges like fluctuating interest rates and capital spending, and learn the critical times to bring a fractional CFO on board to supercharge growth or break through stagnation. Explore the dynamic intersection of finance and technology as John reflects on pivotal roles in his career, including quality of earnings and leverage finance, and the lessons learned from the turbulent economic times. With a keen eye on the impact of AI, John dissects both the potential and hurdles for small and mid-sized businesses in adopting cutting-edge technology. Understand the strategic moves behind building a resilient team at Third Road Management and see how fractional CFO services offer unparalleled value. This episode is a treasure trove of insights into how strategic financial leadership can drive not just growth but resilience in an ever-shifting economic landscape. Timestamps 00:00:01 - Introduction and Welcome to the Podcast 00:00:30 - John Frank's Transition from Wall Street to Consulting 00:01:45 - Identifying a Gap in Financial Strategies for SMEs 00:03:00 - The Role of a Fractional CFO in Business Growth and Stagnation 00:05:15 - Navigating Economic Challenges: Interest Rates and Capital Expenditure 00:07:03 - Exploring John's Early Finance Roles and Experience in Leveraged Finance 00:08:20 - Insights into Capital Markets and Value Investing from Distressed Investors 00:11:45 - Overcoming Obstacles to AI Adoption in Traditional Industries 00:15:30 - Strategic Decisions Behind Team Growth and Full-Time Hiring 00:17:00 - The Value Proposition of Fractional CFO Services 00:18:30 - Unique Positioning in the Accounting Service Space 00:22:00 - The Blue Ocean Opportunity for Third Road Management 00:24:00 - Reflections on Growth and Maintaining Vision and Mission 00:25:45 - Fostering a Positive Company Culture and Achieving Recognition 00:27:30 - Where to Find More Information About John Frank and Third Road Management 00:28:00 - Closing Remarks and Final Thoughts from John Frank   Episode Resources: Connect with John and fill out the form here: https://www.thirdroadmgmt.com/contact/ 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. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

What if the key to navigating career pivots, global uncertainty, and personal reinvention was simply learning to listen to your gut, your experiences, and the world around you? In this episode, we sit down with Rhett Power author, speaker, and executive coach whose journey spans from Clear Channel Communications to the Peace Corps in Uzbekistan to co-founding a thriving toy company. Through bold transitions and unexpected turns, Rhett reveals how following his instincts became his most reliable compass. We explore the emotional highs and lows of entrepreneurship, especially what happens after the exit and why no one talks about it enough. Rhett shares how executive coaching, when rooted in accountability and lived experience, can transform how leaders show up for themselves and their teams. But this isn't just a business conversation. It's a global one. Rhett brings stories of resilience and gratitude from some of the world's poorest countries, reminding us how simplicity and service can shape our values. We dig into his take on technology, the rise of AI, and how to stay optimistic in a future that often feels uncertain. From mindset and leadership to legacy and perspective, this episode invites you to rethink success and find joy in the unexpected. Timestamps 00:00:00 - Introduction to the Business Legacy Podcast 00:00:09 - Meet Rhett Power: Author, Speaker, Executive Coach 00:00:45 - From Clear Channel Communications to the Peace Corps 00:01:30 - Founding a Children's Toy Company 00:02:15 - Trusting Instincts and Career Changes 00:03:00 - Post-Business Exit Challenges and New Opportunities 00:04:00 - Rhett's Executive Coaching Approach 00:05:00 - Entrepreneurial Insights and Coaching Accountability 00:06:30 - Career Transitions, Self-Awareness, Adaptability 00:08:38 - Shifting from Entrepreneurship to Global Awareness 00:09:15 - Embracing Technology and AI 00:10:00 - Lessons on Gratitude and Simplicity 00:11:00 - Philanthropy and Giving Back 00:12:00 - Balancing Ventures and Personal Growth 00:15:07 - Rhett's Writing Journey 00:16:00 - "One Million Frogs" and Toy Company Lessons 00:17:00 - Insights from "The Entrepreneur's Book of Actions" 00:18:00 - Upcoming Book "Head of Mentals" on Self-Talk 00:19:00 - Leadership Self-Talk and Team Dynamics 00:20:00 - Reframing Negative Self-Talk in Teams 00:21:00 - Transforming Negative Team Dynamics 00:23:00 - Balancing Life Experiences 00:24:00 - Conclusion and More on Rhett Power 00:27:00 - Closing and Review Encouragement Episode Resources: Connect with Rhett here for more information:  https://digitalneighbor.com/about/eric-ritter 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. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

What happens when a seasoned corporate professional takes the leap into entrepreneurship, fueled by the inspirations of Gary Vaynerchuk and the timeless wisdom of Mr. Rogers? Join us for an insightful conversation with Eric Ritter, founder of Digital Neighbor, as he shares his journey from the structured confines of a corporate career to the dynamic realm of running his own agency. Eric opens up about the initial hurdles he encountered, highlighting how strategic experimentation and resourceful decision-making became his compass in navigating the entrepreneurial landscape. Gain a fresh perspective on the mindset shift needed to flourish as an entrepreneur, and learn how Eric managed to weave his passion for SEO and wine into a unique offering the SEO sommelier experience. In a fascinating exploration of marketing's evolving landscape, we tackle the impact of AI on both marketing channels and the creative industries. From the enduring touch of direct mail to the artistry of handmade versus AI-generated animations, discover how businesses can adapt to these technological shifts. Eric's innovative SEO sommelier concept brings a refreshing twist, aiming to demystify the world of digital marketing much like a sommelier does with the complexities of wine. Uncover how "sip and searches" make SEO accessible and engaging, and rethink the focus from vanity metrics to tangible ROI in the age of AI-driven search behaviors. Join us for a conversation rich with insights and creative approaches to digital marketing. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:37 - Eric Ritter's Transition from Corporate to Entrepreneurship 00:02:10 - The Influence of Gary Vaynerchuk and Mr. Rogers 00:03:45 - Initial Challenges of Starting Digital Neighbor 00:05:20 - Strategic Experimentation and Resource Management 00:06:55 - Mindset Shift Required for Entrepreneurial Success 00:09:24 - Exploration of Evolving Marketing Channels and AI 00:11:00 - Cost-Effectiveness and Impact of Direct Mail 00:12:30 - The Role of AI in Changing Search Behaviors 00:14:00 - Introduction to the Concept of the SEO Sommelier 00:15:45 - Combining SEO and Wine for Engaging Marketing 00:17:10 - Networking and Building Community Through Sip and Searches 00:18:50 - Strategic Adjustments and the Importance of ROI 00:20:30 - The Art and Science of Marketing Mastery 00:22:00 - Balancing Traditional and Digital Marketing Strategies 00:23:45 - Final Thoughts and Reflections on Entrepreneurship 00:25:15 - Closing Remarks and Where to Find More Information About Eric Ritter and Digital Neighbor Episode Resources: Connect with Eric here for more information:  https://digitalneighbor.com/about/eric-ritter 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. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

What if you could transform your business by embracing cutting-edge technology and innovation? Join us for an eye-opening conversation with Jay Kulkarni, CEO of Theorem, who shares his remarkable journey of adapting to the fast-paced world of digital innovation. With over two decades of experience, Jay provides a masterclass in future-proofing your business, diving into the pivotal role of automation and AI in redefining business models for long-term success. From the revolutionary solution Upward to the intricacies of video commerce, discover how technology can streamline operations and create lasting value. Explore the profound impact of AI across industries as we unravel its efficiency in transforming sectors like pharma and media. Jay articulates the significance of identifying and alleviating friction points in advertising sales through technological advancements. But the conversation doesn't stop there. We also discuss the essential skills entrepreneurs need as their ventures grow, the strategic importance of investing in team development, and the art of risk management. Through stories of resilience during economic challenges, learn about the importance of playing the long game and nurturing internal talent to thrive in an ever-evolving market. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast   00:00:04 - Conversation with Jay Kulkarni, CEO of Theorem   00:00:20 - Jay's Two-Decade Career in the Digital Space   00:01:00 - Importance of Adapting Business Models with Technological Change   00:02:30 - Integration of Automation and AI in Business Operations   00:04:03 - The Transformative Impact of AI in Various Industries   00:05:00 - AI's Role in Revolutionizing Processes and Creating New Value   00:06:30 - Discussion on Robotic Process Automation and Language Models   00:07:45 - Applications of AI in Pharma and Biosciences   00:09:00 - Projects Like Upward and Video Commerce Initiatives   00:10:30 - Friction Points in Media Advertising Sales   00:11:45 - Evolving Skills Needed for Entrepreneurs   00:13:31 - Evolution and Adaptation Strategies for Long-Term Success   00:14:45 - Emphasizing the Importance of Cross-Skilling and Up-Skilling   00:16:00 - Reflections on Economic Hardships and Risk Management   00:17:15 - Importance of Attitude and Soft Skills in Hiring   00:18:30 - Fostering Resourcefulness in Teams   00:19:45 - Navigating the Challenges of Legacy Business Owners   00:21:00 - Investing in Teams and Creating New Career Opportunities   00:22:15 - Tough Decisions During Economic Downturns   00:23:30 - Leadership Style and Communication Strategies   00:24:45 - Evolution from Web 1.0 to Web 3.0   00:26:00 - The Legacy of Value Creation and Servant Leadership   00:27:15 - Stories of Former Employees and Their Successes   00:28:30 - Conclusion and Final Thoughts from Jay Kulkarni   00:29:45 - Closing Remarks and Where to Find More Information About Theorem   Episode Resources: Connect with Jay here for more information: https://www.linkedin.com/in/jay-kulkarni-theorem/ 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. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

Can businesses truly stand out in the sea of AI-generated content flooding the digital world? With a promise to unveil innovative strategies, we engage with Jon Logan, the visionary founder of Greenlit Growth Strategies, to dissect the transformative power of online communities. By sharing unique tactics like reimagining traditional marketing methods with a modern flair such as using road signs for workshops we explore how companies can forge stronger connections with their audience amidst the overwhelming influx of digital noise. This episode offers a compelling examination of how industries can cross-pollinate ideas within these communities, helping businesses not just survive but thrive in a crowded marketplace. Shifting gears, we delve into the practical applications of AI in content creation and the indispensable value of professional communities. What does it take to truly stand out in a world where Canva templates are ubiquitous? We break down the importance of moving beyond generic solutions by integrating AI into daily workflows, from idea generation to personal communication. Jon  and I unpack the concept of maker time versus manager time, advocating for structured schedules that amplify creative productivity. We also shine a light on the often-overlooked benefits of professional communities networking, shared learning, and camaraderie that become catalysts for personal growth and business success in this fast-paced digital era.   Timestamps 00:00:00 - Introduction and Welcome to the Business Legacy Podcast   00:01:15 - Introducing Jon Logan, Founder of Greenlit Growth Strategies   00:02:30 - The Future of Online Communities Amid AI Content Surge   00:04:45 - Using Traditional Marketing Tactics with a Modern Twist   00:06:10 - Challenges Faced by Business Owners in the Digital Era   00:09:00 - Evolution of Content Creation Tools and AI Integration   00:10:30 - The Role of AI in Idea Generation and Content Creation   00:11:45 - Exploring Maker Time vs. Manager Time for Productivity   00:13:15 - Networking and Support in Professional Communities   00:14:45 - The Unconventional Marketing Success Stories   00:17:00 - Leveraging Podcasting as a Strategic Business Tool   00:18:30 - Building a Marketing Machine for Business Growth   00:20:00 - Jon Logan's Personal Success Stories in Marketing   00:21:45 - Overcoming Marketing Challenges with Unique Approaches   00:23:15 - Personal Satisfaction from Community Engagement   00:24:45 - Final Thoughts on the Power of AI and Communities   00:26:00 - Where to Find More About Jon Logan and Greenlit Growth Strategies   00:27:00 - Closing Remarks and Invitation to Leave a Review   Episode Resources: Find out more about Jon at: https://greenlitgrowth.com/about-jon-logan And  https://greenlitgrowth.com/ 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. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

What if the uncertainty you're feeling about your career path is more common and more solvable than you think? In this episode, Khushboo Sheikh tech leader and founder of Tech Exploration shares how community, storytelling, and strategic self-awareness can turn doubt into direction. Hear the real-life story of Subhan Ali's pivot from a civil engineering PhD to leading AI product development at NVIDIA, and discover how to spot the untapped skills and passions that could fuel your own transition. We dive deep into the unique challenges women face during major life changes like maternity leave, explore the underappreciated role of Technical Account Managers, and reveal how peer groups can offer clarity and confidence at every stage of your career. Whether you're debating a move into management or wondering what's next, this episode offers tactical insights and inspiring reminders that you don't have to navigate change alone. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast   00:00:30 - Introduction of Khushboo Shaikh, Dynamic Technology Leader and Advocate for Women in Tech   00:01:15 - Discussing the Inception and Mission of Tech Exploration   00:02:30 - The Concept of Career Pivots and Leveraging Skills Across Roles   00:03:45 - Highlighting Subhan Ali's Transition from Civil PhD to AI Product Lead at NVIDIA   00:05:00 - Insights into Motivations, Challenges, and Transferable Skills in Career Pivots   00:08:13 - Exploring Peer-to-Peer Groups and Their Role in Career Transitions   00:09:00 - Understanding Diverse Career Roles Like Technical Account Managers   00:10:00 - Balancing Career Transitions with Motherhood and Personal Challenges   00:11:30 - Personal Anecdotes from Mothers in Tech on Career and Motherhood Balance   00:12:45 - The Importance of Recognizing Core Competencies and Passions   00:13:45 - Proactively Seeking Opportunities to Build Experience and Confidence   00:15:00 - Conclusion and Where to Find More Information About Tech Exploration   00:16:00 - Closing Remarks and Encouragement to Engage with the LinkedIn Community   Episode Resources: Connect with Khushbu here: https://www.linkedin.com/in/khushbushaikh/ 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. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

Can you imagine building a successful career while staying hidden in the shadows? Join us on the Business Legacy Podcast as we chat with Marsha Layton-Turner, the insightful founder of the Association of Ghostwriters. Marsha shares her unique journey into the world of ghostwriting, where the art of storytelling meets the necessity of anonymity. We uncover the mysterious concept of recognition estrangement and challenge the notion that ghostwriters must always long for the spotlight. Learn why a close-knit community and an abundance mindset are essential for these behind-the-scenes literary architects, and discover how they thrive by embracing collaboration over competition. Peek into the future of ghostwriting as we tackle the delicate balance between maintaining anonymity and building a reputation. Marsha offers her thoughts on the impact of AI technology on the industry, cautioning against its potential pitfalls. She also reveals how human creativity remains irreplaceable in crafting unique, impactful narratives. With Marsha's insights, understand the evolving techniques ghostwriters use to enhance their craft and manage multiple projects with confidence. Whether you're an aspiring writer or a seasoned professional, this episode is packed with invaluable advice and inspiration from the heart of the ghostwriting world. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:09 - Introduction of Marsha Layton-Turner and Her Journey into Ghostwriting 00:01:30 - Founding the Association of Ghostwriters 00:03:15 - Recognition Estrangement in Ghostwriting 00:05:00 - The Importance of Community and Abundance Mindset in Ghostwriting 00:09:14 - Navigating Anonymity and Credibility in Ghostwriting 00:10:30 - Building Reputation in Ghostwriting Without Revealing Specific Works 00:11:45 - The Role of AI in Ghostwriting and Its Potential Downsides 00:15:23 - Evolution of Ghostwriting Techniques and the Impact of AI 00:17:00 - Balancing Efficiency and Craftsmanship in Ghostwriting 00:18:30 - Managing Multiple Projects and Learning from Peers 00:20:00 - Monthly "Office Hours" for Sharing Insights and Strategies 00:22:00 - Encouragement to Join the Association of Ghostwriters for Resources and Networking 00:23:45 - Conclusion and Final Thoughts from Marsha Layton-Turner 00:25:00 - Closing Remarks and Where to Find More Information About the Association of Ghostwriters   Episode Resources: Find out more about Marcia and the association of ghost writers:  https://associationofghostwriters.org/ 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. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

Imagine transitioning from the fast-paced world of investment banking to pioneering a clean cannabis brand. That's exactly what Dayj Pilla did, and her journey is nothing short of inspiring. In our latest episode of the Business Legacy Podcast, Dayj invites us into her world, sharing how her formative years at the University of Virginia and a pivotal internship at JP Morgan during the 2008 financial crisis shaped her career path. Despite her success in finance, Dayj felt the entrepreneurial pull, driven by her father's small business influence and her own desire for a more meaningful pursuit. Her story is a testament to resilience and the courage to follow one's passion into uncharted territories. Listeners will gain insights into the world of clean cannabis as Dayj discusses her experiences in identifying harmful industry practices and the innovative steps her brand, TribeTokes, has taken to ensure transparency and product safety. Dayj shares how focusing on quality and customer education has not only set her brand apart but also built a loyal community of informed consumers. She candidly addresses the challenges of being a trailblazer in a burgeoning market, from product development to navigating regulatory landscapes, all while maintaining a commitment to ethical practices and consumer well-being. Beyond business, Dayj opens up about the balancing act between entrepreneurship and family life. She reflects on how her career shifts have impacted her family dynamics and the conscious effort required to be present with her children. Dayj's journey reveals the intricacies of such a balance, where personal and professional worlds intersect. This episode is filled with wisdom, authenticity, and a powerful narrative of creating a lasting legacy in the cannabis industry, leaving listeners inspired by Dayj's dedication and vision. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:30 - Dayj Pilla's Early Life and Academic Years at the University of Virginia 00:01:45 - Experience as an Investment Banker during the 2008 Financial Crisis 00:03:15 - Transition to Entrepreneurship and Real-Life MBA Experience 00:05:14 - Navigating the Clean Cannabis Market and Starting TribeTokes 00:06:45 - Importance of Transparency and Quality in Cannabis Products 00:09:42 - Challenges and Rewards of Entrepreneurship in the Cannabis Industry 00:11:10 - Customer Feedback and Its Role in Product Development 00:12:30 - Expanding into New Markets: New York and New Jersey Prospects 00:14:41 - Balancing Business and Family Life 00:16:00 - Insights on Being Present with Family and Limiting Phone Use 00:17:30 - Reflecting on Career Journey and Personal Growth 00:19:00 - Conclusion and Final Thoughts from Dayj Pilla 00:20:30 - Closing Remarks and Where to Find More Information About TribeTokes Episode Resources: Find out more about Dayj and the well-known cannabis here: https://tribetokes.com/ 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. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

What if a simple pencil and paper could transform a failing business into a flourishing empire? Join me as I sit down with RJon Robins, the inspiring co-founder of How to Manage a Small Law Firm, to uncover the remarkable journey of resilience and strategic reinvention that led him from the brink of financial ruin to entrepreneurial success. RJon shares the heart-wrenching decision he faced when prioritizing his wife's health over his struggling business, a pivotal moment that catalyzed a strategic overhaul. Through his candid narrative, discover the power of setting clear goals and the relentless hustle needed to turn adversity into opportunity, using nothing more than grounded discipline and a fresh perspective. But the evolution doesn't stop with Arjon's story. We unwrap the complexities of entrepreneurial growth, emphasizing the importance of shedding outdated beliefs to embrace change. I share insights on how my views have shifted over the years, particularly in managing small law firms, discovering that the path to success often requires a "zero sunk cost mentality." From humorous tales of my first private flight with family and friends to the deep reflections on gratitude and legacy, this episode is a heartfelt exploration of commitment, perseverance, and the lasting impact we wish to leave for future generations. Whether it's writing letters to my younger self or pondering the example I set for my son, we tackle the profound question of what truly defines a successful life. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:11 - RJon Robbins' Journey and Pivotal Life Moment 00:00:45 - Balancing Personal Crisis with Business Challenges 00:01:20 - RJon's Strategic Shift Using Simple Tools 00:03:10 - Overcoming Financial Distress with Resilience 00:05:05 - Transition from Financial Hardship to Business Success 00:07:00 - Importance of Strategic Goals and Adaptability 00:08:50 - Entrepreneurial Growth and Embracing Change 00:10:50 - Shifting Perspectives on Managing Small Law Firms 00:12:00 - Importance of Zero Sunk Cost Mentality 00:14:00 - Reflecting on Past Business Advice and Missteps 00:16:30 - The Significance of Personal Growth and Updated Wisdom 00:18:53 - Personal Journey of Gratitude and Legacy 00:20:00 - Reflections on Family and Life Milestones 00:22:15 - Achieving Financial Stability and Paying Off Mortgage 00:23:45 - Intentional Gratitude and Appreciating Progress 00:25:10 - Writing Letters to Former Self and Future Legacy 00:27:00 - Final Thoughts on Commitment and Family Values 00:28:30 - Closing Remarks and Reflection on Leaving a Legacy Episode Resources: Find out what RJon is up to here:  https://howtomanageasmalllawfirm.com/ 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. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

What if you could escape the grind of business ownership and step into a new chapter with confidence and insight? In our latest episode, we welcome John Martinka from Martinka Consulting, also known as "The Escape Artist," who shares his expertise on transitioning out of a business. John's unique journey into consulting, fueled by a blend of serendipity and mastermind group inspiration, is as enlightening as it is motivating. We explore the intriguing dynamics of business sales, where well-managed, profitable businesses find buyers despite an inefficient market. The conversation highlights the power of referrals in opening new doors and the art of matching enthusiastic, experienced buyers with honest and well-run businesses. Navigating through the complexities of business transitions, we underscore the critical need for a well-thought-out exit strategy. John brings to light the importance of having a clear motivation behind selling, especially for those not planning to retire soon, to avoid skepticism from potential buyers. Through insightful stories, like that of a business owner who boosted profits by effectively delegating tasks, we unravel the benefits of reducing owner dependency. Delve into the MAC and MRE frameworks for assessing readiness and compatibility, and discover why less owner involvement can lead to seamless transitions. This episode is packed with valuable insights that aim to provide a comprehensive understanding of selling a business successfully. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:37 - John Martinka's Journey into Consulting and Becoming "The Escape Artist"  00:02:05 - Insights into the Business Sales Market and the Importance of Referrals  00:04:00 - Engaging with Buyers and Sellers: Experience, Enthusiasm, and Honest Businesses 00:07:28 - The Importance of a Well-Thought-Out Exit Strategy and Clear Motivation for Selling 00:09:45 - The Role of Delegation in Increasing Profits and Reducing Owner Dependency  00:11:30 - MAC and MRE Frameworks: Assessing Readiness and Compatibility in Business Sales 00:14:00 - The Significance of Terms and Transition in Business Sales 00:16:15 - Addressing Skepticism and the Need for a Plan in Retirement 00:18:00 - Transitioning Ownership: Lessons from a Successful Business Sale 00:20:00 - Relationship Building and the Emotional Journey of Business Sales  00:22:30 - The Legacy of Caring for Employees During Business Transitions  00:24:00 - John Martinka's Personal Legacy: Giving Back and Community Involvement  00:26:00 - Conclusion and Final Thoughts from John Martinka  00:27:15 - Closing Remarks and Where to Find More Information About John Martinka and His Work   Episode Resources: Find out what John and his daughter are up to here:  https://www.martinkaconsulting.com/  & https://nokomisadvisory.com/ 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. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

Imagine stepping into the role of CEO at just 19 years old, navigating the whirlwind of business growth while wrestling with the weight of immense responsibility. That's precisely what our guest, Wil Schroter, founder of startups.com, experienced. Through candid reflections, he shares personal milestones that marked both triumphs and tribulations, revealing how the relentless pursuit of stability shaped his entrepreneurial path. Despite achieving financial success, Wil opens up about the physical and mental toll of overworking, emphasizing the crucial lessons in self-care and health he gained later in life. We tackle the nuances of ageism and leadership through Wil's experiences as a young CEO in the 1990s. His natural curiosity and passion for understanding people became his guiding force, allowing him to see beyond the surface and embrace empathy in business. Discover the origins of startups.com and how a period of managing multiple ventures led Wil to reevaluate his priorities, thanks to insights from his wife. This journey underscores the importance of aligning actions with values and reassessing what truly matters, especially in the ever-evolving startup landscape. Balancing work, health, and family emerges as a central theme, with a focus on maintaining personal connections within growing companies. Wil shares his insights on setting boundaries and preventing work from consuming every waking moment, a challenge many founders face. From the necessity-driven roles in early-stage companies to the adaptability required for scaling, his story offers valuable lessons for entrepreneurs aiming to harmonize business aspirations with personal well-being. Join us as we explore these compelling themes and gain a deeper understanding of the motivations and priorities that define a successful entrepreneurial journey. Timestamps 00:00 - Introduction and Welcome to the Legacy Podcast 00:37 - Reflecting on Wil's Journey from Young CEO at 19 01:20 - The Immense Pressure and Responsibility of Rapid Business Growth 02:15 - Personal Costs of Success: Physical and Mental Toll 03:05 - The Fear of Instability Rooted in Challenging Upbringing 04:00 - Insights on Health and Self-Care Learned Later in Life 04:55 - Navigating Ageism and Seniority as a Young CEO in the 1990s 06:00 - The Power of Curiosity and Asking Questions in Leadership 08:05 - Realization of What One Can Do vs. What One Should Do 11:07 - Exploring Startup Evolution and Learning from Mistakes 12:00 - Aligning Business Ventures with Personal Values and Passion 13:00 - Pivot from Fundable.com to Startups.com as Core Business 14:00 - The Necessity of Adaptability in Staffing and Leadership 16:00 - Maintaining Close Personal Connections Within Organizations 17:00 - Setting Boundaries to Prevent Work from Encroaching on Personal Life 19:00 - Insights into Creating Longevity and Sustainability in Entrepreneurship 21:00 - Encouragement to Teach and Inspire Future Entrepreneurs 22:00 - Wil's Commitment to Helping Others Build Their Own Destiny 24:00 - Where to Find More Information About Startups.com and Wil's Work 25:00 - Closing Remarks and Gratitude from the Podcast Host   Episode Resources: Find out what Wil is up to here: https://www.startups.com/ 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. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.