by Legacy Business Advisors | Apr 4, 2023 | Finish Big Podcast
Many advisors know about the game of golf, whether they play to let off some steam or to connect with clients on a more personal level. Behind every green course is a business like any other. In this episode, Mark Dorman speaks with Rodney Davis, from River Greens...
by Legacy Business Advisors | Feb 21, 2023 | Finish Big Podcast
While growing, businesses reach a point where they are too big to be small but too small to be big. This place is called No Man’s Land. In this episode, Mark Dorman speaks with Doug Tatum, Chairman of Newport LLC and the author of No Man’s Land: Where Growing...
by Legacy Business Advisors | Oct 27, 2022 | Mark Dorman, President
October 27, 2022 | Mark Dorman, AIF, CLU, ChFC, CEPA, CFBS, President I recently had one of those “lightbulb moments” when you realize something big. It happened when I met Craig West, the founder and chairman of Capitaliz, an Australia-based digital platform...
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