April 23, 2024
Podcast
Robert Wermuth, CFP®, CLU®, ChFC®, AIF®

Elevating Family Businesses ft. Dr. Richard Marcus

Legacy Listens Episode #50

You’ve never heard finances discussed quite like this before!

Tune in as Legacy’s Rob Wermuth sits down with Richard Marcus, Ph.D., a Business Psychologist and Executive Coach whose focus is on a variety of industries including family businesses.

Dr. Marcus imparts the extensive experience & knowledge he’s gained from the industry, as he shares valuable insights by emphasizing the impact of effective communication, leadership development, and succession planning. Rob & Richard’s enriching conversation illuminates the importance of not only identifying strengths but embracing weaknesses and using them to your advantage.

Join us as we tap into the wisdom of Dr. Marcus and explore the intricate world of family businesses and leadership development.

For more information about Richard and his services, please visit him at https://richardmarcus.org/

Find us on Spotify and Apple podcast. Subscribe to “Legacy Listens” today.

Episode #50 Audio

Episode #50 Video

Rob Wermuth is a senior partner with Legacy Planning who combines nearly 30 years of financial services experience with cutting-edge technology to deliver to his clients integrated solutions to simplify their complex financial reality. He specializes in documenting goals and developing strategies for significant life events, including: corporate succession planning, estate planning and establishing or managing a family foundation.

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Elevating Family Businesses ft. Dr. Richard Marcus

Legacy Listens Episode #50

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