Tools for Successful Business and Legacy with Jen McAllister

This is part 2 in a series on creating successful family businesses and legacy. The last episode laid out why it is important. This episode introduces how to do it, what tools help my clients as their guide towards a successful family wealth, agency and legacy.

Highlights

• Elon Musk's vision for the future.

• Importance of a strong family unit.

• Elon Musk and leadership decisions.

• Infinite Banking and legacy tools.

• New challenges for business owners.

• Becoming a certified exit planning advisor.

• The importance of owning your expertise.

• Turning a Ponzi scheme failure into strength.

• Value of admitting mistakes quickly.

• Key message: Invest in yourself.

Links and Resources from this Episode

• Connect with Gary Pinkerton

• https://www.paradigmlife.net/

• [e-mail]

• https://garypinkerton.com/

• https://clientportal.paradigmlife.net/WealthView360

• Connect with Jen McAllister

• https://riseaccountingllc.com/about/

• https://exit-planning-institute.org/about-us

• [e-mail]

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