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Building your Business Legacy | Charles Massimo, Wealth Enhancement Group

April 25, 2023

Video Transcript


Speaker: Charles Massimo, Senior Vice President | Financial Advisor

What’s a Business Legacy?

Charles Massimo: If you could look back in 100 years, what would you want to see? What would you want people to say about you and your work? The vision you see would be your legacy.

How do you define your business legacy?

Charles Massimo: Your business legacy is not just about financial success or profits, but also includes the company's reputation, values, culture and relationships with the stakeholders such as employees, customers, suppliers and the community. A positive business legacy can lead to long term benefits for the company's stakeholders, such as continued success for the company, a positive reputation for the industry and a better quality of life for the community.

Crafting your story

Charles Massimo: Be authentic. Your personal legacy should be a reflection of who you are and what you believe in. Don't try to be someone you're not or follow someone else's idea of what a legacy should be.

Your family and personal legacy

Charles Massimo: Creating a personal and family legacy requires a commitment to identifying and passing down your values, beliefs and goals to future generations. By taking intentional steps to create your legacy. You can leave a lasting impact on your family and community.

Next steps

Charles Massimo: We'd be honored to hear more about your legacy plans. Click the next link to contact us.



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