• The importance of understanding and overcoming the fear and lack of confidence that hinder referrals and introductions.
• Insights into Bill Cates' journey as a leading figure in relationship marketing and client acquisition.
• The concept of financial dignity and how it shapes the way financial advisors and professionals assist their clients in legacy building.
• Strategies and practical advice from Bill's latest work, "The Language of Referrals," and how to apply these to your own business and legacy journey.
• The evolving landscape of referrals and personal introductions in the digital age, and how to navigate these changes effectively.
• Bill’s perspective on creating a ripple effect of positive change through business and financial services.
• Sneak peek into Bill's upcoming book focused on beliefs and emotions surrounding money.

Find out more about Tony Maree Torrey @ https://www.tonymaree.com/

Want to know  how you can easily make a more positive impact than you thought possible on a personal level, professional level and for humanity?

This insightful episode will inspire you to find your “Heaven on Earth” in a true and meaningful way, and give you insights and direction into the blending of business and spirituality that can transform our world for the better.

Martin Rutte, president of Livelihood and a dynamic international speaker. He’s the only person in the world who’s been invited back to speak to Harvard Business School’s Leadership and Ethics Forum 4 times!!! He shares how he brings inspiration and hope in the way people look at their lives and their place in the world.  

IN THIS EPISODE YOU WILL LEARN:

• The 3 simple questions that has helped thousands of people begin to create their version of Heaven on Earth that you can use too
• How to manifest your desire into believing that anything is possible
• How to leverage the concept of co-creation to massively amplify your impact 

What does Heaven on Earth mean to you?

For more insightful interviews visit the links below
https://www.legacyinthemakingshow.com/martin-rutte
https://www.tonymaree.com/

Learn how Robin Quinn Keehn, Founder of Quitting Culture develops, finishes and takes intentional actions to reach personal and professional goals. 

Robin shares simple steps you can apply today to end unnecessary commitments, promises and agreements that lurk in the back of your mind and erode your performance. 

A former music 🎶 and dance studio owner, Robin began Quitting Culture to empower parents to help their kid’s stay on track and fast discovered that ADULTS struggle with unintentional quitting too. 

Too often we get swept up in our busy lives and drop the ball on what’s truly important but these unmet commitments don’t just go away. They act as tiny time bombs tick, tick, ticking away. 

In this informative and fun interview, Robin shares specific tips on how you can clean up any balls you’ve dropped and free up more energy to achieve your goals with greater impact, freedom and joy. 

IN THIS EPISODE YOU WILL LEARN:

•  How to quit on unnecessary commitments, promises and agreements without compromising your self-esteem or integrity
• A fast and simple 3 step process you can use to clean things up if you have dropped the ball on a commitment
• How to raise quit-proof kids
•  A new, shame free approach to accountability so you (and your kids) get the important things done

Robin is a powerful teacher 👩‍🏫 and business coach who will help you find more freedom and purposeful action.

For more great interviews visit the links below
https://legacyinthemakingshow.com/robin-quinn-keehn
https://www.tonymaree.com/

Studies report that 85% of employees are disengaged in their work and despite many efforts on the part of business leaders that number hasn’t notably changed since 2012.

Learn how Margot Murphy co-founder of Vitalize Your Workforce, helps other founders / organizations avoid the collision between leadership and employee priorities. Discover the core problems that contribute to NEEDLESS PROFIT LOSS 

Margot has had long experience helping Fortune 500 companies turn things around and is willing to share her insider knowledge on how to inject new vitality into your organization.

In this exciting and lively interview, Margo shares insider information from executives at 70 top organizations and how she discovered the two core problems that lead to lowered productivity and high employee turnover.

Find out how you can have a vital organization and a stronger team regardless of the size of your business. 

After all HUMAN POTENTIAL is always valuable!
 

IN THIS EPISODE, YOU WILL LEARN:

• 60% of what creates stagnation is common to all organizations LARGE or small - Find out what those things are and how to address them
• Learn how to inject true vitality into your business culture without having to change the structure or function of the company
• The most effective way to tap into your employee’s true potential
• How to consistently address their “What’s in it for me?” to increased genuine satisfaction and productivity
• Get the inside scoop of how you can access Corporate Vitality Assessment Software which measures the delta between where you are and where you want to be and allows you to effectively track your progress

Margo is a passionate, friendly and an experienced expert who loves to discover the true human potential. 

For more great interviews visit the links below
https://legacyinthemakingshow.com/margot-murphy
https://www.tonymaree.com/

From team of one to 10 fully booked practitioners in her therapy practice in a matter of months.  This is the power of clearly articulating business values, vision and mission to attract the perfect clients AND employees.

EPISODE GUEST:

Tony Maree's client Karla Amanda Brown a licensed psychotherapist at Stanford University and also the CEO of Soul Centric Counseling and Soul Centric Collective. 

Her counseling organization specializes in helping people get to the other side of personal traumas and betrayals.

Soul Centric Collective provides a searchable database of group therapy options for practitioners to announce their events and make them accessible to people who want to heal through professionally facilitated group work in a community of like-minded individuals.

Karla's journey from struggle to prosperity built on service to others is a testament to the strength and heart of this amazing woman.

 EPISODE SPONSOR:

The Innate Wisdom Business Council a professional mastermind that empowers purpose-driven, socially conscious leaders to amplify their instincts, transcend limitations, and leverage their position to increase profits while creating positive change in the world.

IN THIS EPISODE YOU WILL LEARN:

• How to leverage values, vision, and mission to attract your best employees and customers
• The power of sharing your lessons and transformations with others
• The specifics of exactly how to build a brand around what's most important to you
• 2 effective techniques Karla teaches her clients that will shift stress and lift your mood instantly

Because of this shameful secret, every year you probably pay way more in business and personal taxes than you should ever have to.

This results in HUGE lost opportunity costs as dollars that YOU COULD KEEP and invest are SQUANDERED to overpay state and federal taxes. 

Even 82% of the most successful companies in the world don’t have a handle on this…

Through no fault of their own, even the most skilled tax advisors (corporate & independent) have been powerless to resolve the issue. 

Enter Alex Sonkin and the Due Diligence Project.

We discuss how Alex has completely solved this complex problem through innovation, diligence, and technology BUT don’t worry it’s not at all taxing, we also talk about other super fun stuff.  

• The one time Alex’s wife listened to him LOL. Now she’s super successful and impactful in her own right and practically a household name. Find out what she’s doing to run an awesome business and leave a lasting legacy
• How mimicking Netflix and Amazon; and applying their know-how to the Money Industry can save you grief and taxes
• What Alex specifically does as a leader to stay super energized, prosperous and purposeful
• How you can find the right CPA (or help your favorite one)  to ensure you’re not yet another casualty of this frustrating and expensive problem

LISTEN TO THIS EPISODE AND SHARE IT WITH YOUR CPA

Or

LISTEN TO THIS EPISODE AND LEARN HOW TO FIND A CPA THAT'S ALREADY IN THE KNOW

And

SHARE IT WITH YOUR FRIENDS & COLLEAGUES SO THEY DON'T HAVE TO LOSE ANOTHER PENNY TO UNNECESSARY TAXES!

Trust me, they’ll thank you.

Learn how the co-founder of Square payment systems innovates, persists, and profits from solving the perfect problem.

Jim McKelvey is co-founder of Square payment systems along with Jack Dorsey (Twitter founder) He's a billionaire, an artist, a philanthropist, and a true renaissance man.

In this fun and lively interview, Jim shares his thoughts about entrepreneurialism, innovation, how to create a business that's bulletproof, and the new problems he's solving these days.

Find out how to find and solve the perfect problem that will empower you to leave a lasting legacy just as Jim has done and continues to build upon.

EPISODE SPONSOR:

The Innate Wisdom Business Council a professional mastermind that empowers purpose-driven, socially conscious leaders to amplify their instincts, transcend limitations, and leverage their position to increase profits while creating positive change in the world.

IN THIS EPISODE YOU WILL LEARN:

• The true definition of what it is to be an entrepreneur
• The inside story of how Herb Kelleher Southwest Airlines CEO influenced Jim's book
• What Jim and I both do to preserve our energy for what's truly important
• What has happened to Bob the homeless glassblower who inspired much of Square's development
• How to get the graphic novel version of chapter 8 of the Innovation Stack
• Be one of the first to hear about Jim's next project that will interrupt the cycle of poverty for many families
• What you need to know about innovation, new ideas, and how to weather change

Jim is way smart and super funny. I know you will thoroughly enjoy this interview!

In this episode she reveals WHAT YOU SHOULD DO in this age of conflicting information to ensure your health AND wealth are protected.

Find out how to reduce risk and ensure you’ll prosper long enough to leave a lasting legacy.

Dr. Mel gets personal and shares about uncovering an ugly secret in her marriage and what it takes to build purpose from hardship.

We also discuss simple things that YOU can do to quickly assess, manage and mitigate any risk factors and avoid being a statistic.

EPISODE SPONSOR:

The Innate Wisdom Business Council a professional mastermind that empowers purpose-driven, socially conscious leaders to amplify their instincts, transcend limitations, and leverage their position to increase profits while creating positive change in the world.

IN THIS EPISODE YOU WILL LEARN:

• The BIG mistake most of us make in protecting ourselves from cancer
• The correlation between wealth and wellness
• The number one rule for making money

Watch the video at https://legacyinthemakingshow.com/dr-mel-palomares

"Dr. Mel is a quality healthcare professional with excellent disease analysis, identification and treatment skills. As effective as she is in dealing with her current cases, it was interesting to me to learn that her real passion is directed towards disease eradication, prevention and overall better health promotion. Her approach is never to just focus on your current health problem alone. Dr. Mel is always concerned with you, the whole person, and your overall general health, and not just for today but also for your health in the future."

Do you need to tap into more happiness and harmony? The science shows it's linked to thriving in business. In this episode, we explore how to overcome adversity, nourish your spirit and set yourself and your teams up for success.

As the bombs were falling and we had no food. My mother did the most amazing thing. She would sing to me about food. So instead of being fed, and having physical things, the music and singing fed us and made us happy. And that's when I realized that you can actually strive for happiness first, and then all the other things follow because happiness is the true food we're looking for.
 Dr. Pelè is not just an expert in theory, he has truly lived a remarkable journey that has bought him to understand the critical underpinnings of an extraordinarily happy and successful life.

He’s a bestselling author and educator who partners with leaders, teams, and individuals to achieve high performance through the science of happiness. His unique journey has taught him what truly drives success—and he shares in this episode his simple yet profound process for how to actively build happiness and harmony in your daily life.

EPISODE SPONSOR:

The Innate Wisdom Business Council a professional mastermind that empowers purpose-driven, socially conscious leaders to amplify their instincts, transcend limitations and leverage their position to increase profits while creating positive change in the world.

IN THIS EPISODE YOU WILL LEARN:

• A simple 5 step process for creating happiness every single day
• War tested ways to nourish yourself even in the most adverse of circumstances
• The neuroscience behind creating team harmony

Dr. Pelè holds a Ph.D. in Organization and Management. He has delivered global learning solutions to Fortune 500 clients, won numerous speaking awards, and landed songs on top Billboard and UK music charts. Today, Dr. Pelè artfully combines his passions for music and education to help people close the gap between potential and performance.

Ever felt overloaded by all the things coming at you? How can you stay calm, clear and wise about the critical decisions when there is a constant stream of smaller daily demands that never seems to stop? 

In this episode of Legacy in the Making Show, productivity expert Audrey Thomas shares with us how to avoid the build-up of small decisions that can get so out of control.

If you’ve ever struggled with disorganization, maybe you’ve envied those who seem to have it all together. But you were NOT born disorganized nor are you doomed to a life of chaos! You can introduce a sense of calm and control into your everyday life. Begin by identifying the root cause of your disorganization (hint: it isn’t your partner or your boss!)
This build-up can lead to low-grade stress that becomes a constant hum in the back of your head sapping your peace of mind and your ability to be a wise and energized leader. It’s time to eliminate it once and for all!

EPISODE SPONSOR:

The Innate Wisdom Business Council a professional mastermind that empowers purpose-driven, socially conscious leaders to amplify their instincts, transcend limitations and leverage their position to increase profits while creating positive change in the world.

IN THIS EPISODE YOU WILL LEARN:

• The simple secrets of organized people
• How delayed decisions lead to stress and clutter at work and home
• The simple trick that will make it easy to get your inbox and record-keeping under control FAST 
• How to build your decision-making muscles
• The rewards that will spill over into the rest of your life

Whether you handle your own inbox and record keeping or you have assistance, this is a must-see for you and your team that will massively improve productivity and reduce stress.

Tricia Salinero is the Managing Partner at Woodside Capital Partners offering world-class strategic and financial advice to emerging growth companies in the technology sectors. In her 20+ years as a Mergers and Acquisitions expert, she has completed more than100 technology mergers and acquisitions valued at $4 billion. She’s represented companies that sold to Google, Microsoft, Red Hat, Oracle, American Greetings and Autodesk just to name a few.

So if you’re at all interested or you know someone who would benefit from knowing how to plan a powerful exit strategy then please listen up and spread the word.

Tricia is also a mission to ensure underrepresented founders have access to economic opportunities that are normally reserved for the old boys club.
 There is a lot of capital out there to grow startups in tech and we’re going to talk about how you can get ready to access them.

EPISODE SPONSOR:

The Innate Wisdom Business Council a professional mastermind that empowers purpose-driven, socially conscious leaders to amplify their instincts, transcend limitations and leverage their position to increase profits while creating positive change in the world.

IN THIS EPISODE YOU WILL LEARN:

• The top 5 critical steps to creating a robust and/or acquisition ready business
• The characteristics of a great leader
• The one critical mistake most CEOs make as they grow their business
• Why the "soft skills" are actually profitable and critical to telling your company's story
• How to apply these critical components to strengthen your business whether you want to sell or not
• Why Tricia thinks it's a big mistake for CEO's to hire business consultants instead of a Business Success coach like Tony Maree

Whether you want to sell your business eventually, or not, Tricia's decades of experience and insider knowledge she shares in this interview are a must listen for anyone who wants to build a successful enterprise.

Moneeka Sawyer is the Blissful Millionaire. She reached her financial freedom by turning $10,000 to over $2,000,000 working only 5-10 hours per MONTH with very little stress. Her main vehicle was real estate and she’s now on a mission to empower other women to do the same thing. In addition to this legacy, she founded the SCHOOL OF HOPE FUND to educate children in rural India serving over 600 students who would not have otherwise had an education. We can learn a LOT from this brilliant woman, not just about real estate investing but about how to create wealth from ease and flow.

EPISODE SPONSOR:

The Innate Wisdom Business Council a professional mastermind that empowers purpose-driven, socially conscious leaders to amplify their instincts, transcend limitations and leverage their position to increase profits while creating positive change in the world.

 IN THIS EPISODE YOU WILL LEARN:

• How to avoid the trap that most smart, successful people fall into
• Why the idea of rich people having 7 streams of income is a myth
• How Moneeka brings ease and bliss to wealth creation
• The right time to transition from business focus into creating a movement and leaving a legacy
• How the School of Hope is changing lives in India
• And so much more

If you want to learn how to become your own blissful millionaire this is definitely worth a listen.

EPISODE GUEST:

Eiji Morishita is the founder of the Movement Makers movement. His whole mission is to empower 1000 leaders over the next 10 years to start a movement that will impact millions of lives.

He has been personally involved in the growth and popularity of the sushi movement. His family owned one of the original sushi restaurants in the United States, and it was his marketing genius that bought Sushi to the mainstream. 

He has also been one of the critical turning points of ideation for the Hug it Forward movement, which is a movement that allowed people to build 100 bottle schools in Guatemala and if you don't know what a bottle school is, we are going to find out today.

So he's advised dozens of business leaders to start their own movements and his clients and the movement makers community have been featured on the New York Times bestseller list, the today's show, Ted and many, many more.

EPISODE SPONSOR:

The Innate Wisdom Business Council a professional mastermind that empowers purpose-driven, socially conscious leaders to amplify their instincts, transcend limitations and leverage their position to increase profits while creating positive change in the world.

IN THIS EPISODE YOU WILL LEARN:

• The best way to enrole your employees ans supporters in your vision and mission
• The best way to hire quality resources for your business and projects
• How your childhood wounds can be a huge clue to claiming your power and your purpose
• What a Bottle School is and how one simple concept evolved into a way to change thousands of lives and hundreds of communities for the better
• How to understand and navigate the 5 phases of leadership
• And so much more

If you want to learn how to evolve as a powerful leader and make a positive, broad reaching impact, this episode is for you.

Matt Zagula is best known for helping hard-working people and business owners reach their lowest legal tax rate and then deploy those tax savings into SMART tax-exempt assets for their future.

He’s the Author of SMART Retirement and founder of the SMART Advisor Network a team of highly skilled tax strategists who deliver on Matt’s principles. Matt does not discuss the same old recycled financial planning ideas you’ve heard from everyone else.

A Peer of great communicators like Dan Kenedy, Brian Tracy and Frank Kern, Matt’s mission is to make sure more Americans have access to similar strategies being used by top executives and the wealthy elite.

I’ve coached a lot of very sophisticated and bright minds in my time and Matt has one of the most astute and brilliant minds I’ve worked with.  Part of Matt’s brilliance however is that he takes complex principles and makes them simple and easy to understand.

EPISODE SPONSOR:

The Innate Wisdom Business Council a professional mastermind that empowers purpose-driven, socially conscious leaders to amplify their instincts, transcend limitations and leverage their position to increase profits while creating positive change in the world.

IN THIS EPISODE YOU WILL LEARN:

• The mischief that Matt and marketing great Frank Kern got up to together in San Diego
• The shocking truth about what banks and wall street are not telling us
• An easy framework for how to make decisions about your financial future
• How to tap into the power of tax-free dollars
  The Number One best question to ask anyone who is giving you financial advise
• How to implement Strategic Movement Around Rising Taxation and the secure income for life app
• Matt’s personal daily routines that keep him in peak performance and available to be in service to others
• The joys of leveraging physical stress to make you more durable and resilient in the mental and emotional realms
• And so much more

If you want to learn how to safeguard your financial security, this episode is for you.

A former ruthless, cutthroat commercial real estate broker, JONATHAN KEYSER used to do whatever it took to win. Fortunately, he had a change of heart. In 2013 he launched Keyser commercial real estate brokerage with the mission of reinventing and transforming the industry through selfless service.

Today, Keyser, is the largest commercial real estate brokerage firm in Arizona representing the tenant side of the transaction. Keyser is one of the fastest-growing brokerages in the country. Through his disruptive focus on selfless service, Jonathan is reshaping the industry, and his firm represents thousands of companies globally across multiple industries.

EPISODE GUEST:

A former ruthless, cutthroat commercial real estate broker, JONATHAN KEYSER used to do whatever it took to win. Fortunately, he had a change of heart. In 2013 he launched Keyser commercial real estate brokerage with the mission of reinventing and transforming the industry through selfless service.

Today, Keyser, is the largest commercial real estate brokerage firm in Arizona representing the tenant side of the transaction. Keyser is one of the fastest-growing brokerages in the country. Through his disruptive focus on selfless service, Jonathan is reshaping the industry, and his firm represents thousands of companies globally across multiple industries.

Jonathan has created 15 core principles that Keyser is founded on.  He shares many of his profound insights with us in this episode.

Best Selling Author and Founder of Keyser Co, Jonathan has created 15 core principles that Keyser is founded on.  He shares many of his profound insights with us in this episode.

EPISODE SPONSOR:

The Innate Wisdom Business Council a professional mastermind that empowers purpose-driven, socially conscious leaders to amplify their instincts, transcend limitations and leverage their position to increase profits while creating positive change in the world.

IN THIS EPISODE YOU WILL LEARN:

• How to create financial success through selfless service
• How to make sure you are being authentically selfless
• The secret power and meaning that rubber duckies have in creating a healthy workplace culture
• The financial and personal growth advantages of being coachable
• And so much more

If you want to learn how to build respect, revenue, reciprocity, and amazing relationships this episode is for you.

Meredith Bell has been an entrepreneur since 1982 and has a wealth of insight and experience for today's Leaders and Legacy Makers. She is an expert in helping companies develop the people side of their business. She's president of Performance Support Systems a global software company that provides leaders with assessment and development tools.  She's created business and customer relationships that have lasted up to 30 years!

EPISODE SPONSOR:

The Innate Wisdom Business Council a professional mastermind that empowers purpose-driven, socially conscious leaders to amplify their instincts, transcend limitations and leverage their position to increase profits while creating positive change in the world.

IN THIS EPISODE YOU WILL LEARN:

• Why your traditional education does not need to limit your potential in business
• How to avoid being disappointed in business partnerships or strategic alliances and make sure it's fun
• How to give and receive constructive feedback and transition from taking things personally to welcoming input
• Allowing for different thinking speeds and styles and making agreements for how to interact effectively and diplomatically
• Building strong customer relationships that last for decades
• A better way to conduct leadership and employee reviews
• Creating the calmness and clarity needed to make good decisions

If you want to learn how to build powerful partnerships, customer loyalty, and overcome some of the pitfalls that naturally happen when you interact with other humans, give this episode a listen.

My client and guest Reed Goosens is a Real Estate Investment Guru. He's built a 1/4 Billion dollar Real Estate portfolio in 2 years while still putting people and environmental resources first.

It hasn't all been smooth sailing and Reed shares powerful insights into how you can navigate loss, empty out what he calls the mental trash and still prosper.

According to Reed, you are the variable in your business. He shares insights that will ensure you are creating a positive impact in the world and on the bottom line.  Find out how you can apply what he's learned to your own life and business.