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Marketing Mondays

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Recent Media

Insider Profile

Legacy Insiders

Insider Profile - Scott Lebin, RFC, CWS®

How you knew being an advisor was the place for you?

When you’re not at work, you’re probably…

How long have you been doing this?

Favorite quote…

Find out more about the Legacy Insiders Program here.

Do your best work with…

What problem do you solve?

Favorite part of what you do

What inspires you, or what you’re passionate about

I knew I wanted to work with and help people. I like to be face to face. I love hearing people’s stories and am honoured that they trust me enough to share them.

…traveling or taking pictures. My wife and I love to travel. We like to see as much of the world as we possibly can and experience as many cultures as we can. I love to photograph the people and places where we travel and capture those moments.

32 years

No man is an island unto himself.

People who are willing to listen, to share, to make decisions, and to implement plans that will help them achieve their goals.

Answering the questions that seem unattainable, unreachable or unclear for clients. Helping them see that there are answers and there isn’t just one way to accomplish things.

Seeing clients get answers to the questions they have about their journey and the confidence when they learn that there are solutions.

There are so many things that inspire me. My real passion is to live each day and moment to the fullest. To live with a purpose and help others along the way.

John Dankovich

Scott Lebin

Email Scott

Phone: 630.406.0000

Legacy Insiders

Insider Profile - John Dankovich, JD, CLU®, ChFC®

How you knew being an advisor was the place for you?

When you’re not at work, you’re probably…

How long have you been doing this?

Favorite quote…

Find out more about the Legacy Insiders Program here.

Do your best work with…

What problem do you solve?

Favorite part of what you do

What inspires you, or what you’re passionate about

I've always had the desire to be of service to others, in a lot of different capacities, caddy at a country club, apprentice electrician, etc. I am motivated by knowing that the work has to be done right to serve the owner safely.

…engaging as a marriage mentor, studying faith-based issues, hanging out with my wife, or playing golf.

30 years+

Happiness cannot be traveled to, owned, earned, or won. It is the spiritual experience of living every minute with love, grace and gratitude.

Clients who are willing to be transparent regarding their relationship to money, and are willing to accept coaching around all matters related to financial issues.

The morass of confusion associated with finance, taxation, wealth transfer, and relationships.

Being an individual people can turn to when they have a wide range of questions, financially, in their lives. Being able to answer their questions or find them resources to address what's going on in their life.

Marriage & communciation between spouses, helping them understand one another so they can enhance their relationships, which spills over into work. How their background creates paradigms about money, financial and relationships.

John Dankovich

Email John

Phone: 248.418.5100

Legacy Insiders

Insider Profile - Larry Lehmann

How you knew being an advisor was the place for you?

When you’re not at work, you’re probably…

How long have you been doing this?

Favorite quote…

Find out more about the Legacy Insiders Program here.

Do your best work with…

What problem do you solve?

Favorite part of what you do

What inspires you, or what you’re passionate about

I had the fortune to follow in the footsteps of two great legal advisors - my grandfather and father. The use of legal training and experience for the benefit of other people's lives can make an incredible impact.

… 8-9000 feet above the ground flying, at the beach or walking in the woods.

40 years

Life is like a camera. Focus on what's important, capture the good times, develop from the negatives, and if things don't work out, take another shot.

People who are focusing on their values, not just their valuables.

I help people prepare their children and their community for the receipt of the product of their life's work and legacy.

Spending time with clients - helping them towards their goal of self-actualization, to achieve and add a different level of meaning where their money and their lives intersect. It provides continuity and a sense of history.

Fulfilling a need. Making a difference in other people's lives, and mine by being of service through providing the legal advice for good people to help them improve their lives. I hope I can continue doing it as long as I can.

Larry Lehmann

Larry Lehmann

Email Larry

Phone: 504.525.0815

Legacy Insiders

Insider Profile - Frank Spezzano, CLU, ChFC, MSFS, AEP

How you knew being an advisor was the place for you?

When you’re not at work, you’re probably…

How long have you been doing this?

Favorite quote…

Find out more about the Legacy Insiders Program here.

Do your best work with…

What problem do you solve?

Favorite part of what you do

What inspires you, or what you’re passionate about

It just felt right. It seemed like a natural extension of what I was originally trained to do.

… well, I work a lot but when not at work I'm probably reading or sparring/training.

7 years hard, moderately since 2000.

Persevere. Keep going. Keep banging. You can take a beating if you know why.

Decent people with basic integrity and underlying consideration for other people.

On the surface it's financial, but the real problem usually stems from a person's being, from how they are. The finances are a superficial manifestation of what's really going on for them.

Visiting with the client. I like the conversation, the exploration of what the issues may be, and I like to filter that to get to what the issues are based on the personality of the person and where the issues are stemming from.

I like reaching a solution. The problem solving really inspires me. Solving really big problems that many other people just can't address.

Frank Spezzano

Frank Spezzano

Email Frank

Phone: 215.423.7400

Legacy Insiders

Insider Profile - Tim Belber, JD, AEP®

How you knew being an advisor was the place for you?

When you’re not at work, you’re probably…

How long have you been doing this?

Favorite quote…

Find out more about the Legacy Insiders Program here.

Do your best work with…

What problem do you solve?

Favorite part of what you do

What inspires you, or what you’re passionate about

I was working with a client and he handed me such a level of trust that it immediately made me clear, this is what I'm doing from now on.

…taking photos or hiking.

I've been in the advisory world since 1978.

When you put your hand into a river, what you're touching is the last of what's come before and the first of what's yet to come. DaVinci

With wealth-creators. They have all the real questions because it's a new world for them, they are wealth immigrants and are figuring it out.

How to think about the role of wealth for clients and their families.

I love talking with someone and seeing their eyes light up about achieving something no one had ever talked to them about before.

Taking time to appreciate how great life is, and how great the world is. When I get to do that, and help others do that, I want to get up the next day and do it again.

Contact Tim Belber

Phone: 720.289.6505

Legacy Insiders

Insider Profile - Mayur Dalal

How you knew being an advisor was the place for you?

When you’re not at work, you’re probably…

How long have you been doing this?

Favorite quote…

Find out more about the Legacy Insiders Program here.

Do your best work with…

What problem do you solve?

Favorite part of what you do

What inspires you, or what you’re passionate about

My life journey led me to this. It was a gift from my grandfather, that my clients helped me uncover. I must complete a selfless act of kindness every day, or I don't have permission to go to bed at night.

…being myself, with myself, for myself, doing constant introspection about what I can do to make the world a better place.

37 Years

God has given you one human life, what you do with it is your choice. If you find yourself, or others help you find themselves, you can fly. The more you share, the more you grow.

Those who know what they don't know. Those who are seekers to find themselves, to find their future and to find their purpose in life. They don't have to be ultra-wealthy, but they want to become empowered in their life.

We help people find themselves, find their deeper purpose and find what they can do while they are here that will create a legacy and make an impact while they are here, and when they are gone.

Being part of every single family that comes to me and empowering them to get to what matters.

I've had 16 mentors who made an impact in my life. I believe in sharing in growing so I share these gifts without expectation to anyone I can. It helps people liberate their pain, and it's the biggest fulfillment one can receive in life.

Mayur Dalal

Mayur Dalal

Email Mayur

Phone: 646.661.3340

Legacy Insiders

Insider Profile - Denny Gustin-Piazza, CFP®, CFS®, CRC®

How you knew being an advisor was the place for you?

When you’re not at work, you’re probably…

How long have you been doing this?

Favorite quote…

Find out more about the Legacy Insiders Program here.

Do your best work with…

What problem do you solve?

Favorite part of what you do

What inspires you, or what you’re passionate about

I really love helping people. I love teaching and solving problems. I didn't know being an advisor was the right place, but I was fortunate enough to get into a field where I could use those talents/skills. It was an evolution, rather than a clever decision.

…cooking with my husband, entertaining friends and family, working out, going for a long walk.

Started in 1980. CFP since 1985.

If you always do what you've always done, you'll always get which you've always got. Fear is False Evidence Appearing Real.

People that are looking for partnership and committed to achieving whatever their goals.

I help people figure out what they want and accomplish it. Smart people know what they are facing, I help them have the confidence to act on it, and act on it sooner.

Listening to what people are trying to accomplish and helping them figure out how to get there. The big picture is exciting to me, and helping people get to their goals and vocalize them.

I'm really passionate about the people I care about - my family, my friends, people who need help. That inspires me. When I help them, it helps me - I get a lot of joy from it. I make a difference by stepping into situations that other people are reluctant to.

Denny Gustin-Piazza

Denny Gustin-Piazza

Email Denny

Phone: 847.965.4424

Legacy Insiders

Insider Profile - Joe Cohen, MBA, CFP®

How you knew being an advisor was the place for you?

When you’re not at work, you’re probably…

How long have you been doing this?

Favorite quote…

Find out more about the Legacy Insiders Program here.

Do your best work with…

What problem do you solve?

Favorite part of what you do

What inspires you, or what you’re passionate about

If you look back, there's often an event that highlights what you like to do and excel at. For me, it was teaching other students about math and numbers. If you were a good teacher, people would understand and act on things. I am able to apply that every day.

...exercising. I'm a goal driven guy, and one of my goals is personal well-being. To achieve improved health through diet, supplements and exercise.

37 years.

Are we having fun?

Trustworthy, grateful, well-rounded people. Philanthropic people. They're fun to work with. My ideal client is one with whom I have a shared purpose.

Helping people to see their financial situation in a different perspective. A shift in thinking allows you to see things differently, and then act differently.

Helping people accomplish what they want to accomplish, especially when it comes to philanthropy, to giving to the world. When people give themselves permission to do the things they want to do with confidence.

I'm passionate about a lot of things: helping people increase their charitable capacity, opening opportunities for people philanthropically and informal mentoring with other advisors and business owners to help them be their best in their business.

Joe Cohen

Joe Cohen

Email Joe

Phone: 858.576-7300

Legacy Insiders

Insider Profile - Harvey Krautschun

How you knew being an advisor was the place for you?

When you’re not at work, you’re probably…

How long have you been doing this?

Favorite quote…

Find out more about the Legacy Insiders Program here.

Do your best work with…

What problem do you solve?

Favorite part of what you do

What inspires you, or what you’re passionate about

I was driven by a desire for the freedom to succeed or fail on my own terms, and was incredibly motivated to help people.

…working out at the ranch.

Started 42 years ago.

If you don't believe in something, you'll fall for anything. Have a belief system and live it.

People that are committed, have focus and know where they want to go and what they want to get.

I build clarity about where people want to go, identify obstacles, and then remove, circumvent / scale those obstacles to help them get there.

Identifying the gaps between where a person is and where they want to be, and then helping them by solving that problem.

At this stage in my life, it's watching my grandkids grow, and seeing the positive energy they have. That positive energy is a real driver for me.

Harvey Krautschun

Harvey Krautschun

Email Harvey

Phone: 605.642.7747

Legacy Insiders

Insider Profile - Tamara Burke

How you knew being an advisor was the place for you?

When you’re not at work, you’re probably…

How long have you been doing this?

Favorite quote…

Find out more about the Legacy Insiders Program here.

Do your best work with…

What problem do you solve?

Favorite part of what you do

What inspires you, or what you’re passionate about

Taking care of people has always been a passion. I did full charge accounting for different firms, but really wanted to be connected with people.

…hugging trees, puppies or horses.

Since 1996. I became a licensed advisor in 2005. I was in accounting for 20 years before that.

Every morning in africa, the lion knows that it has to get up and outpace the slowest gazelle……

Strong personality clients. They're never going to get excuses from me.

Bringing clarity and peace of mind.

The people, the friendships. My closest friends are my clients, I'm invested in their lives and care about them.

My family, personal relationships, watching my kids and grand kids develop. Life is short and we're only in charge of the moment and how we respond, in the moment is life.

Tamara Burke

Tamara Burke

Email Tamara

Phone: 605.642.7747

Legacy Insiders

Insider Profile - Tony Rose, CPA

How you knew being an advisor was the place for you?

When you’re not at work, you’re probably…

How long have you been doing this?

Favorite quote…

Find out more about the Legacy Insiders Program here.

Do your best work with…

What problem do you solve?

Favorite part of what you do

What inspires you, or what you’re passionate about

I didn't! I took accounting as an elective when I was a history major - and it made sense to me. The professor was so on fire about accounting that I got enthused.

…smoking a cigar, hanging with my friends.

41 years.

From Through the Looking Glass… I knew who I was when I woke up this morning but I must have changed thousands of times since then. Lewis Carroll

Women-owned business. My natural bent is to come from an emotional side which is more natural to women-owned business.

I help people feel more secure and more capable. Finally there is less friction in getting to whatever they find as happiness. If you just want a tax return done, I'm not your guy. If you want to feel like you have a team fighting for you, that's what we do.

My unique ability is understanding other people's concepts and being able to weave it into a whole that is somewhat different, but the same.

Learning new things. I enjoy new concepts and ideas.

Tony Rose

Email Tony

Phone: 818.461.0600

Legacy Insiders

Insider Profile - Chuck Ebersole, CLU, ChFC, CFP®, CAP®

How you knew being an advisor was the place for you?

When you’re not at work, you’re probably…

How long have you been doing this?

Favorite quote…

Find out more about the Legacy Insiders Program here.

Do your best work with…

What problem do you solve?

Favorite part of what you do

What inspires you, or what you’re passionate about

In the past, my family didn't have anyone to advise them and it stuck with me. I went into the life insurance business not to be a salesman, but to be someone who helped because I realized how important that advice is.

…doing something with my wife: shopping, traveling, lunch, just time together.

43 years.

I can do all things through Christ who strengthens me.

The clients that are hungry to look beyond their current situation, beyond everything - the ones that really want to make an impact and leave value.

I am the go-to for solutions when an issue comes up. There's always something and I want to help. I end up being more of a total go-to shop for all kinds of things, not just financial.

The interaction with the client. Helping people identify the loose ends of what they need to get done so they can succeed with their goals and help with their family wealth experiences - it's just awesome.

Expanding, staying ahead of the curve, doing what few people are doing in the mainstream.

Chuck Ebersole

Chuck Ebersole

Email Chuck

Phone: 858.576.7300

News & Blog

15
Jun 2017
Is Your Future Client Sitting at the Table?

I’ve spent the last 21 years through my work at think-legacy teaching advisors how important it is to bring all voices and decision makers to the planning table, yet I am constantly finding advisors are leaving female spouses behind. Now I understand from a historical perspective men have predominantly taken the lead when it comes to finances. Looking in the rear view mirror also tells us that men were the primary bread winners in the majority of households and more highly educated, but times have changed. Did you know…… 48% of Estates Greater than $5 Million are Controlled by Women? 57% of Bachelor Degree’s are Women? The Majority of Master’s Read more

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15
Jun 2017
Welcome to the Table

When it’s time to sit down at the planning table with a wealth holder, odds are you won’t be alone. The client frequently receives advice from many others including lawyers, insurance providers, money managers,  accountants and philanthropic advisors. It’s up to you to ensure that the needs are being put first, and there’s a good possibility that the wealth holder might question the motives of some of the others at the table. Everyone knows they’re seated at the table with the motive of commerce, but whose interests will they put above all else? The answer isn’t always clear, and the client’s interpretation of what’s happening will have a tangible impact Read more

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15
Jun 2017
A Look Inside the Wealth Holder’s Mind

It’s a strange time when so many people are moving toward poverty, while simultaneously so many are moving into affluence. Indeed this has been called the Era Of Affluence as an increasing number of people will have more money than time. When that happens, they need good advice – but strange things are happening in their brains. The human brain has 2 jobs: connection and protection. It wants to connect, to be part of something, and to not be left out. But it also is cautious, fearful and guarded. That makes it a bit challenging when you’re trying to help someone because it falls to you to help them feel Read more

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10
May 2017
Marketing is your friend. Actually, it’s more than that…

We’re big fans of good marketing. That may not sound like a ground-breaking statement, and you likely say the same, but here’s the thing: good marketing isn’t common in the advisory space. We’ve been providing professional, thoughtful, creative and effective marketing services for almost a decade, and it’s a favorite (“favourite” if you’re in Canada) thing for us to do for advisors. There are 2 big industry challenges that we see show up for you regularly. One is that marketers want to give you cool messages without knowing anything about you. Let’s face it, how is that even remotely possible when they don’t know your brand, your niche or the Read more

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15
Apr 2017
The Right Relationship, Every Time.

If you’ve ever uttered the words, “This business is all about relationships,” then you’re in good company; we’d be hard pressed to find an advisor we’ve worked with who hasn’t said the same. 20 years of talking with advisors has had that single thread running through almost every conversation: relationship. The result is that we’ve honed a Relationship Expertise that we want to share. With that in mind, have you paused to consider that, if relationships really are the key to it all, what your strategy is to creating great ones? Do you have a framework for them? Do you apply a process to it? Now you may think, “You Read more

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01
Apr 2017
Interview Clients Better

Here are 6 Rules About Interviewing that we teach advisors to help them really zero in on their clients during Discovery (or any other time the client’s mouth is moving!). Good listening is more important than you think – treat it that way. Look for the things that are meaningful to them, not you. Listen for what they value. It requires that you are actively attentive to what’s being said, how it’s being said, and the sequence it’s presented to you. Document back to them what you heard (after the meeting) – this is ridiculously powerful. Listen without looking for a solution or an opportunity to speak. Help them get Read more

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11
Mar 2017
Goal Hacking

When people explore goals, the conversation is pretty predictable. It focuses on what do you want and how important is it to you? But we’ve expanded that thought and found a key to helping clients get real about their goals, once and for all. You’ll love this. Download the PDF

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