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Good Foundations E101

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Good Foundations E101

In this episode of Tycoons, Todd Jarvis joins the show to talk about the importance of estate planning and how that integrates with business consulting. Todd’s background in the sciences makes him uniquely qualified in understanding technology, systems, and automation. But it was his personality that led him to connect with clients and move away from being a transactional attorney to putting counselor and advisor back into the job description.

Todd uses the LIFT strategy (you have to tune in to learn what that means) to help identify holes in a foundation so he can build a plan to fill gaps and introduction strategic partners, all in an effort to make sure your business is strategically sound and geared towards moving forward. It’s important to build upon a strong foundation so that business owners have confidence as they grow. You’ll also learn about the difference between contingency vs succession planning and why it’s important to have both in place. This is a great episode full of valuable information for business owners.

Jarvis works with parents and entrepreneurs who are committed to impacting their family, business, and community as whole. We help you work through your goals so that you can answer the call to serve those who can benefit from your stewardship, guidance, services, and products.

As an entrepreneur, husband, and father it was obvious to Todd that the standard, traditional law firm model doesn’t support families and businesses. We aren’t just document drafters, we are partners with families and entrepreneurs. We advise and have disrupted the legal industry in many ways, namely: transparent fixed pricing; day-to-day, strategic proactive business advising; and an ongoing supportive relationship.

At Jarvis, we’re proud of doing things differently. We believe that meaningful, personalized legal and business guidance should be accessible. It should stem from a partnership built on mutual trust and understanding.

Todd Jarvis is an entrepreneur at heart. Before attending law school he worked in the technology arm of a Fortune 500 company. When the company wanted to innovate and try new departments or processes, Todd was called upon to implement these innovations.

Wanting to be involved in all aspects of business development and growth, he decided to attend law school where he could work as counsel for business owners and be involved in multiple projects at once.

He fostered a strong tech background by earning a BS in bioinformatics at Brigham Young University and then a Masters in Genetics com concurrently with his JD. He can talk the talk with tech companies. With his scientific training he was able to sit for and pass the patent bar and is a registered patent attorney.

On the personal side Todd is a husband and father. He and his wife Jayna have seven children together. It is his focus on family that has led him to broaden his practice to include estate and legacy planning services for families, both those who do and don’t own businesses. This gives him a unique ability to truly help protect all aspects of a business owner’s life: both in and out of the business.

Connect with Todd on LinkedIn, Facebook, Twitter and Instagram.

About the Show

Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts,  Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.

About Your Hosts

Austin Peterson is a Comprehensive Financial Planner and co-founder of Backbone Planning Partners in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.

After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter. In 2021, Austin became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses.

Austin and his wife of 23 years, Robin, have two children, AJ (21) and Ella (18) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.

Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.

Landon Mance is a Financial Planner and co-founder of Backbone Planning Partners out of Las Vegas, Nevada. He rebranded his practice in 2020 to focus on serving small business owners after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of Backbone Planning Partners to help business owners and their families. At Backbone Planning, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, Backbone Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners. In 2021, Landon became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses by counseling owners about exit options, estimating the value of the business, preparing the business for exit and tax considerations.

Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries to make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”

Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.

Connect with Landon on LinkedIn.

Gary Braun is a Founder and co-owner of Pivotal Advisors. In his role at Pivotal, Gary is primarily responsible for business development but, he’ll gladly take on few clients in a consulting role. Gary speaks with and partners with other firms that help drive top-line growth.

Gary, helps organizations define where growth is coming from, helps them hire and/or develop the sales team, identify ideal clients and markets, and leverage true differentiators (even in commodity markets). He also implements sales processes, targets specific KPIs, increases activity, creates and applies sales compensation plans, and develops sales leadership skills.

Pivotal Advisors LLC is dedicated to creating a community of people who strive for excellence in sales and leadership. A Sales Operating System is the model for how to achieve excellence. Leadership is the First Factor of success in any sales organization. Therefore, building and developing leaders responsible for generating revenue is critical for growth.

Follow Pivotal Advisors on LinkedIn, Facebook and Twitter.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Gary Braun and Pivotal Advisors are separate from and not affiliated with Backbone Planning Partners/Lincoln Financial Advisors. 

Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Planning Partners is a marketing name for registered representatives of Lincoln Financial Advisors. CRN-4666096-040822

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.

Business RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.