
69 - Preparing your Business for Succession Planning and Wealth Preservation with True Legacy Financial Planning's Keith Conley
09/04/23 • 26 min
Your host, Gerry Foster, talks with the Financial Advisor of True Legacy Financial Planning, Keith Conley. The goal at True Legacy Financial Planning is to use biblical principles, wisdom, and extensive experience to help simplify the complicated when it comes to your finances to help you avoid costly mistakes and be more confident in the future.
Financial planning should be done with you and not just for you. You are a vital participant in this process. Every financial plan is based on your unique objectives and personal circumstances. True Legacy Financial Planning emphasizes collaboration and believes quality service depends upon an exchange of ideas between you and your advisor.
To learn more about Keith's work, click HERE and HERE.
Think you'd be a great guest on the show? Apply HERE.
Want to learn more about Gerry's work at Gerry Foster Branding? Check out his website at https://gerryfosterbranding.com/.
Your host, Gerry Foster, talks with the Financial Advisor of True Legacy Financial Planning, Keith Conley. The goal at True Legacy Financial Planning is to use biblical principles, wisdom, and extensive experience to help simplify the complicated when it comes to your finances to help you avoid costly mistakes and be more confident in the future.
Financial planning should be done with you and not just for you. You are a vital participant in this process. Every financial plan is based on your unique objectives and personal circumstances. True Legacy Financial Planning emphasizes collaboration and believes quality service depends upon an exchange of ideas between you and your advisor.
To learn more about Keith's work, click HERE and HERE.
Think you'd be a great guest on the show? Apply HERE.
Want to learn more about Gerry's work at Gerry Foster Branding? Check out his website at https://gerryfosterbranding.com/.
Previous Episode

68 - Empowering Your Business with Expert Virtual Assistants with FreeTime Solutions' Barry Coziahr
Your host, Gerry Foster, talks with the Co-Founder of FreeTime Solutions, Barry Coziahr. FreeTime Solutions exists to help business owners and managers get their free time back by providing strategies and solutions that focus on ROI and automation. FreeTime Solutions is a different kind of marketing agency. They specialize in blending high-tech solutions while keeping your genuine voice throughout your marketing.
FreeTime Solutions is a vibrant and fast-growing brand and business design agency that gives their clients the ability to work with a professional team of experts, across a broad range of competencies, without the need to employ full-time staff of their own.
To learn more about Barry's work, click HERE, HERE, and HERE.
Think you'd be a great guest on the show? Apply HERE.
Want to learn more about Gerry's work at Gerry Foster Branding? Check out his website at https://gerryfosterbranding.com/.
Next Episode

70 - Valuation-First Strategy and Relationship Building in Real Estate with InvestorComps' Mark Jackson
Your host, Gerry Foster, talks with the Founder and CEO of InvestorComps, Mark Jackson. InvestorComps is a real estate valuation and training organization that recognizes valuation knowledge is the key to unlocking profitability potential. For anyone seeking to realize financial freedom, Mark and his team believe that there’s no better path forward than the InvestorComps valuation-first approach.
Mark Jackson, fondly known as MJ, has become the go-to Valuation Specialist for people who want to achieve more in their real estate investing business. In 1999, MJ founded an appraisal company and soon after, found his true gift was analyzing property value for real estate investors. Once MJ began investing in himself, the floodgates opened. Since 2000, MJ has been able to close real estate transactions totaling in the millions and maintains a substantial net worth.
To learn more about MJ's work, click HERE, HERE, and HERE.
Think you'd be a great guest on the show? Apply HERE.
Want to learn more about Gerry's work at Gerry Foster Branding? Check out his website at https://gerryfosterbranding.com/.
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