Tag: Purpose
Building a Family Legacy That Goes Beyond Wealth with Vince Covino (Ep. 69)

Building a Family Legacy That Goes Beyond Wealth with Vince Covino (Ep. 69)

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Many families spend years building wealth, yet far fewer spend time discussing the values, relationships, and purpose they hope that wealth will support.

What would future generations remember if all they had was the story your financial decisions told? How do advisors help families create a legacy that’s measured by more than investment returns?

In this episode, Greg DuPont welcomes Vince Covino, Founder of VC Strategic Capital, to discuss how his view of financial planning changed after a significant personal transition. Together, they explore how meaningful legacy conversations can strengthen family relationships, why financial advice becomes more valuable when it reflects a family’s purpose, and how capital allocation can express personal values. Vince also shares why advisors can play a much deeper role by helping families think beyond products and toward the lives they hope future generations will inherit.

Key takeaways:

  • Creating space for honest family conversations about values, purpose, and the legacy parents hope to leave behind
  • Looking beyond portfolio performance to align financial decisions with personal meaning and long-term family goals
  • Helping families use wealth as a tool that reflects who they are rather than simply what they own
  • Guiding future generations through thoughtful discussions that strengthen relationships before wealth transfers occur
  • Reframing the advisor’s role from investment selection to helping families make purpose-driven financial decisions
  • And more!

Connect with Greg DuPont:

Connect With Vince Covino:

About Our Guest:

Vince Covino is an entrepreneur and investor with over 25 years of experience building, capitalizing, and scaling organizations across multiple industries. As the founder of Legacy Wealth, now a $1B+ registered investment advisory firm, and a national zoo and aquarium chain that has welcomed over 20 million visitors, Covino operates from direct experience with the full capital lifecycle: raising capital, deploying it, structuring complex deals, managing through disruption, and executing exits. 

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The Human Element in Financial Advisory with Lindsay Troxell (Ep. 25)

The Human Element in Financial Advisory with Lindsay Troxell (Ep. 25)

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The process of transitioning into retirement involves more than just financial planning; it involves psychological and emotional preparation as well.

How can attorneys and financial advisors provide a more holistic service that addresses the human side of retirement? How can they help clients navigate the emotional complexities of leaving their work identity behind?

This week, Greg DuPont chats with Lindsay Troxell, Founder, CEO, and Head Coach At Our Coaching Initiative. They explore the importance of understanding clients’ emotions, the impact of exhaustion on retirement dreams, and strategies for attorneys and advisors to connect more deeply with their clients.

They discuss:

  • The significance of coaching in the financial advisory space and how it can enhance client relationships
  • The challenges clients face when transitioning from work life to retirement, particularly in terms of emotional readiness and identity
  • The importance of managing physical, emotional, mental, and spiritual energy for a fulfilling retirement
  • How advisors can help clients redefine their purpose and identity post-retirement
  • The art of asking the right questions to facilitate deeper conversations and connections with clients
  • How advisors can overcome feelings of inadequacy when stepping into a coaching role
  • Encouraging a growth mindset among advisors to move from merely surviving to thriving in their profession
  • And more!

 

Resources: 

Connect With Lindsay Troxell:

Connect with Greg DuPont:

 

About Our Guest:

Lindsay Troxwell is a Certified Life Coach and International speaker changing the landscape of financial services. Since 2005, Lindsay Troxell has worked on thousands of teams across the United States and in Europe with a focus on practice management, business development, client experience, team dynamics, and mindset.

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