Legacy Leaders Podcast

Strategic Planning is a process in which an organization's leaders engage in long term planning. It will be crucial to define the vision for the future in keeping in mind their organizations goals and objectives today, and then determine how that might change or look 20 years down the road. We often times become reactive in our business and pivot day to day, and don't always have a clear v...

Routine Meetings can feel redundant, and as a result stop after a few months. Most often this is due to not being intentional with that time, and instead just becoming someone you check off the list. It's important to be deliberate with your time together as decision makers, leaders & individual contributors within your teams. We will share 3 simple steps ensure your meetings feel impactfu...

Identifying key motivating factors is key for any transition plan. Knowing what is truly most important to you and all your family members will allow us to clearly define your goals and objectives in order to best transition your business.

For many leaders, letting go can be challenging. Shifting from a hands-on-approach to identifying the best-suited individual for a task is key. Effective delegation involves a mental shift, acknowledging that your time is better spend on high-impact activities than day-to-day tasks, however successful delegation involves understanding team strengths, CLEAR expectations and consistent communication...

Using the capital budget quadrant to help clients and operations organize their thoughts surrounding capital investments.

Repairs are at an all-time high. Should we repair, should we purchase or lease new equipment, what are the best options for us? Discussion regarding considerations and strategies. May have a slide to show on this.

Similar to farmstead planning, but more focused on labor. While farming requires a lot of labor, we can be more efficient if we think about constraints to daily activities, unproductive time, and setting up working conditions that are conducive to limited stress and greater focus on task management.

As farming operations grow, it is critical to understand that the hierarchy of management will need to increase or grow vertically. Discussion should include how owners and current managers can delegate responsibilities without giving up control. Additionally, what actions are producers employing to train and develop existing employees and attracting new ones.

Discussion regarding long-term farmstead planning including how to go about doing this, simple strategies like using arial maps, who should be around the table, and how to structure the conversation so that a longer-term physical version of the farming operation can be perceived by all who are part of the ownership and management teams.

Discussion about how budgets are looking in 2024, key areas of focus for profitable margins, and improvements that can pay in 2024.

Discussion surrounding trends we saw in 2023 dairy operations and key factors impacting margins.

Often times our clients come to the realization that they didn't start to plan for retirement soon enough. Allow your long term plan to aid in putting together a strategy that you can follow to be sure your business will be in a good financial position for you to retire as well as set up the next generation for success.

There will always be things you would have done differently; Jared will share his key learnings and how he has not let his mishaps or mistakes derail his future goals for the Business.

As a business owner, staying competitive is crucial, Jared will share his experiences as well address things to consider in propelling your business forward.

How do you attract, maintain and scale your talent as your business grows.

Jared, the CEO and Co-Founder of Ascent will share tips and insight on Building a Business and focus on the main criteria to ensure your Business is on the right path for future success.

With a January 1, 2025 sunset date approaching, and a estate tax rollback, we will share how this could impact you from a future estate planning perspective.

As we start a new calendar year, the first few months are the perfect time to analyze the previous year, and to set goals and targets for the current year. We will discuss all things pertaining to business development, financial analysis and goal setting.

Introducing our "Ask Us Anything" epidode airing once a month answering your questions. Today we will answer the Question: "What are some things to consider just rolling into a new year?" Jared, will talk about some new policies/regulations in place effective 1/1/24 as well as how utilizing cash balance plans may be a good option to consider to assist in some additional tax def...

A key to transition planning is ensuring the financials and the people involved are in a state of readiness. We will provide more details on how to get your operation ready.

We will share more on the statistics for successful business transitions and why transitions tend to fail.

We work with people from all seasons of life within throughout their transition journey.  Our goal is to aid you in the process to create a plan that ensures your family and financial goals are being met.  

Rachel 's path has led her back to her farming roots. Hear more about her background and how she helps clients with their transition planning needs.

Cassie has a wealth of knowledge in the industry.  Tune in as she shares more about her background, paths she took and things she has learned along the way. This episode will only scratch the surface but ready to start sharing her experiences that have led her to where she is today.    

Learn more about who Ascent Financial is, where they are located and what services they provide.  Cassie & Rachel will also talk more about why you may call Ascent, and what is it that we hear most from our clients?