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Hosted by Legacy Planning · 🇺🇸 US · EN · 65 episodes
Established thought leaders with verified media credentials.
Legacy Listens we have honest conversations with thought leaders in the financial services industry. We will share steps on how to build wealth intelligently. You will hear from experts in Investment Management, Business Succession, Family Office Services, and Income and Estate Tax Planning.Thank you for joining us. For questions, visit us at Legacy Planning at legacy-online.com.
Legacy Planning hosts Legacy Listens, a business show with 65 episodes published.
In this episode, host Rob Wermuth sits down with Zane Tarence, Managing Director at Founders Advisors, investment banker, and author of 17 Reasons Your Company's Not Investment Grade and What to Do About It. With over 25
In this episode, host Rob Wermuth is joined by Jason Frank, Chief Operating Officer at SpecterOps, to explore one of the most critical issues facing businesses today: cybersecurity. With a background in penetration testi
In this episode, host Rob Wermuth sits down with Andy Greenberg, CEO of Greenberg Variations Capital, a boutique investment banking firm focused on highly targeted middle-market transactions. Together, Rob and Andy unpac
In this episode, host Rob Wermuth sits down with Dirk Simpson, a seasoned attorney and Partner at Royer Cooper Cohen Braunfeld LLC, for a practical and insightful look at the challenges and opportunities facing business
In this episode of Legacy Listens, host Rob Wermuth sits down with Chad Cowan, a Member at Cozen O'Connor, to discuss the essential steps for a successful business transition. Drawing on his experience as a transactional
In this episode of Legacy Listens, hosts Rob Wermuth and Kevin Donohue sit down with Andrew Fay from 1712 Consulting to explore the evolving world of wealth management. Drawing on decades of experience, including his tim
In this episode of Legacy Listens, Senior Advisor and Partner Matt Kulp interviews Wayne Herring, founder of Business Builder Camp, about the transformative power of coaching for business owners. Matt shares how working
In this special episode of Legacy Listens, COO, Natalie Hodak interviews Senior Partner, Matt Kulp about his transformative sabbatical after 23 years of leadership at Legacy Planning Partners. Matt shares how intentional
In this episode of Legacy Listens, host Robert Wermuth sits down with Irina Baranov, a globally recognized executive coach and keynote speaker, for an inspiring conversation about leadership, personal growth, and wealth
Join host Robert Wermuth on Legacy Listens bring you the remarkable story of Josh Johnston, Field Director for the Harambee Foundation and Founder of the Manyara Holistic Center (MAHOCE) in Tanzania. Joshua shares about
Join host Robert Wermuth on Legacy Listens and Michael Simpson, Managing Partner at Brinker Simpson & Company, LLC. With over 30 years of experience, Michael breaks down the essentials of business valuations, covering th
Join host Robert Wermuth on Legacy Listens and Dirk Simpson, Partner at Royer Cooper Cohen Braunfeld where they talk about the world of business succession and estate planning. They explore key strategies for ensuring a
Join host Robert Wermuth on Legacy Listens and Jack Terrill, an Estate Planning Attorney and Senior Partner at Heckscher, Teillon, Terrill & Sager. With over 30 years of experience, Jack specializes in asset protection,
Join host Matt Kulp on Legacy Listens as he sits down with Mike Snedeker, pastor of Community Evangelical in Sinking Spring, Pennsylvania. They explore how business owners can benefit from this practice traditionally see
Join host Kevin Donohue on Legacy Listens where he sits down with Sam Villagrasa-Petroski, a HNW Consultant at Chubb Philadelphia, specializing in property and casualty insurance for high net worth clients. In this episo
Join host Robert Wermuth on Legacy Listens we dive into with Richard Marcus, Ph.D., an executive coach with extensive experience in the financial services industry. Richard discusses the intricate dynamics of multi-gener
In this episode of Legacy Listens, we delve into the captivating journey of Kane D'Amico, owner and partner at Alliance Heating and Air Conditioning. Hosted by Matt Kulp, we talk about how Kane's 30-year tenure at Allian
Join host Kevin Donohue on Legacy Listens as he we sit down with David Regn, a full-service advertising industry titan, to unravel the complexities and personal triumphs of executing a private equity exit. Dave, who turn
Join host Robert Wermuth on Legacy Listens we dive into the world of integrative medicine with Dr. Anthony Bazzan, the medical director of the Marcus Institute of Integrative Health - Jefferson Health. Dr. Bazzan discuss
Join host Kevin Donohue on Legacy Listens as he explores the entrepreneurial journey with David Calvaresi, Founder of ValSource who is heavily committed to the community, one institution he works with is a nonprofit by t
Andy Greenberg
senior writer · Greenberg Variations Capital
1 appearance on this show
Zane Tarence
Founders Advisors
1 appearance on this show
Jason Frank
SpecterOps
1 appearance on this show
Dirk Simpson
Royer Cooper Cohen Braunfeld LLC
2 appearances on this show
Chad Cowan
Cozen O'Connor
1 appearance on this show
Andrew Fay
1712 Consulting
1 appearance on this show
Wayne Herring
Business Builder Camp
1 appearance on this show
Matt Kulp
Legacy Planning Partners
1 appearance on this show
Joshua Johnston
Harambee Foundation
1 appearance on this show
Michael Simpson
Brinker Simpson & Company, LLC
1 appearance on this show
Jack Terrill
Heckscher, Teillon, Terrill & Sager
1 appearance on this show
Mike Snedeker
Community Evangelical
1 appearance on this show
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Legacy Listens is hosted by Legacy Planning. The show is categorised under business (investing) and has published 65 episodes.
Legacy Listens has published 65 episodes.
Legacy Listens regularly covers business, investing, management. It sits in the business category, with a investing focus.
Legacy Listens is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Legacy Listens hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Legacy Listens average 26 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Legacy Listens's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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