Sandy Pollack, CFP, CLU, TEP, FEA, MFA-P is the founder of Trimaran Advisory Group Ltd., a financial advisory firm that goes beyond traditional business and estate planning. Sandy and her team recognize the unique family dynamics, as well as personal and economic complexities, that entrepreneurs and self-employed professionals face. She has built an advisory firm based on the understanding that each family business has its own unique set of values and issues.  Her priority is to take the time to appreciate the qualitative aspects of your family and business before taking quantitative factors into consideration. This commitment to understanding “what” you want and “why” has been the basis of creating deep relationships that extend well beyond generations.
Listen to this informative Legacy Leaders episode with Sandy Pollack about The Inspiration Behind "Don't Leave a Mess" Book, The Importance of Talking About Money, Building Wealth with Intentionality, The Importance of Authentic Service, and The Importance of Having Courageous Conversations.
Here is what to expect on this week’s show:

Discover the secrets to successful open communication and how it can revolutionize your financial advising practice

Learn how to have courageous conversations about estate planning that will strengthen your client relationships and build trust

Uncover the key to providing authentic service in financial advising and how it can set you apart from your competition

Explore the proactive estate planning strategies that will help your clients avoid a messy and stressful situation in the future

Gain valuable insights on the importance of proactive estate planning and how it can protect your client's assets and ensure their wishes are carried out


Connect with Sandy Pollack:

Website: https://trimaranadvisory.com/ 
LinkedIn: https://www.linkedin.com/in/sandypollack/ 
Facebook: https://www.facebook.com/trimaranadvisory 
Sandy’s Book: https://www.dontleaveamess.ca/ 
Email: [email protected]   

With your Hosts: Stan Miller
Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.
Connect with Stan Miller:
Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1 
LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/ 

Katie Beth Hand
Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.
Connect with Katie Beth Hand:
Website: https://pinnaclelegacylaw.com/ 
LinkedIn: https://www.linkedin.com/in/katie-beth-hand/
Learn more about your ad choices. Visit megaphone.fm/adchoices

Ver todos los episodios