Chris Winkler's guest appearances

Chris Winkler

Product Marketing Life

More Than Money

The Admired Advisor Podcast

Hilary Hendershott

Michael Kitces

Clint Haynes

Chris Gardner

Michael Evans

Larry Swedroe

Chris Williams

Laura Jones

Natasha Katson

Eric Clarke

Jasmine Jaume

Dan Allison

Kelly Anderson

Danny Peavey

Jeffrey Levine

OwlTail

God is using regular men and women to reach the lost around the world. In this episode, Art has an inspirational conversation with Chris Winkler of Wycliffe Bible Translators. This episode will motivate you to get financially healthy for the sake of advancing God’s Kingdom.Resources:ChristianMoneySolutions.comWycliffe.orgEpisode Sponsor:Most churches struggle to get people to give. SecureGive, has created a system that helps churches increase giving so their ministry is funded to reach their community. SecureGive helps churches increase giving in 3 ways: software that makes giving easy, a custom growth strategy, and ongoing stewardship resources. They stand out by offering a real ministry partnership, the most cost-effective solution with the lowest processing rates, and the most comprehensive giving platform available.

God is using regular men and women to reach the lost around the world. In this episode, Art has an inspirational conversation with Chris Winkler of Wycliffe Bible Translators. This episode will motivate you to get financially healthy for the sake of advancing God’s Kingdom. Resources: <a href="http://www.christianmoneysolutions.com/" rel="noreferrer noopener nofollow" target="_blank">ChristianMoneySolutions.com</a> <a href="http://www.wycliffe.org/" rel="noreferrer noopener nofollow" target="_blank">Wycliffe.org</a> Episode Sponsor: Most churches struggle to get people to give. <a href="http://www.securegive.com/" rel="noreferrer noopener nofollow" target="_blank">SecureGive</a>, has created a system that helps churches increase giving so their ministry is funded to reach their community. <a href="http://www.securegive.com/" rel="noreferrer noopener nofollow" target="_blank">SecureGive</a> helps churches increase giving in 3 ways: software that makes giving easy, a custom growth strategy, and ongoing stewardship resources. They stand out by offering a real ministry partnership, the most cost-effective solution with the lowest processing rates, and the most comprehensive giving platform available.

Episode 130 | Generosity That Changes The World | Guest: Chris Winkler

In this episode, Steve talks with Chris Winkler of Legacy Advisors Private Wealth Management in Chesterton, Indiana.  Watching his single mother work several jobs just to make ends meet, Chris always understood that those who work hard don’t always have access to the financial advising they need. So after a healthy career in financial services, Chris went out on his own and started Legacy in 2009 with the intention of serving others. Chris’s insatiable curiosity has driven much of his personal and professional growth. While Legacy has experienced inorganic expansion along the way, Chris discusses the processes he’s put in place that have ultimately led to organic growth. Chris and Steve talk about the importance of maintaining a solid foundation, working from passion, and three things to consider before your company experiences a merger or acquisition. “Most of us have built a business to serve others. This has never necessarily been about our scoreboard. Obviously, it’s responsible to look at the important metrics of our business, but it’s not something that we obsess about. It’s really the obsession about building and operating a world-class kind of an organization that we would want to become clients of. And that’s kind of the standard that we operate from. Would we want to be a client of our own firm? ” ~ Chris Winkler  Main Takeaways   The firms that survive and thrive after a merger or acquisition always have a solid foundation beforehand. If things are haywire pre-acquisition, they’ll be haywire afterward as well. Any company your firm acquires should exist for the same purpose as your company, have the same core values, operate in the same business, and serve the same clients.  For your firm to succeed, you must commit to an evidence-based philosophy. It doesn’t matter what your philosophy is, you just need to have one. Stripping away hierarchy and asking people to operate in their abilities frees up advisors to do what they do best and serve clients exceptionally well.  Links and Important Mentions   Chris on LinkedIn Legacy Advisors Private Wealth Management     Who Not How: The Formula To Achieve Bigger Goals Through Accelerating Teamwork    The Advantage: Why Organizational Health Trumps Everything Else In Business     Strategic Growth   Subscribe and Stay in Touch   Apple Podcasts  Spotify Steve on LinkedIn Follow Buckingham Strategic Partners  on Twitter 

In this episode, Steve talks with Chris Winkler of Legacy Advisors Private Wealth Management in Chesterton, Indiana.  Watching his single mother work several jobs just to make ends meet, Chris always understood that those who work hard don’t always have access to the financial advising they need. So after a healthy career in financial services, Chris went out on his own and started Legacy in 2009 with the intention of serving others. Chris’s insatiable curiosity has driven much of his personal and professional growth. While Legacy has experienced inorganic expansion along the way, Chris discusses the processes he’s put in place that have ultimately led to organic growth. Chris and Steve talk about the importance of maintaining a solid foundation, working from passion, and three things to consider before your company experiences a merger or acquisition. “Most of us have built a business to serve others. This has never necessarily been about our scoreboard. Obviously, it’s responsible to look at the important metrics of our business, but it’s not something that we obsess about. It’s really the obsession about building and operating a world-class kind of an organization that we would want to become clients of. And that’s kind of the standard that we operate from. Would we want to be a client of our own firm? ” ~ <a href="https://www.linkedin.com/in/cmwinkler/" rel="nofollow" target="_blank">Chris Winkler</a> Main Takeaways  <ul> <li>The firms that survive and thrive after a merger or acquisition always have a solid foundation beforehand. If things are haywire pre-acquisition, they’ll be haywire afterward as well.</li> <li>Any company your firm acquires should exist for the same purpose as your company, have the same core values, operate in the same business, and serve the same clients. </li> <li>For your firm to succeed, you must commit to an evidence-based philosophy. It doesn’t matter what your philosophy is, you just need to have one.</li> <li>Stripping away hierarchy and asking people to operate in their abilities frees up advisors to do what they do best and serve clients exceptionally well.</li> </ul> Links and Important Mentions <ul> <li><a href="https://www.linkedin.com/in/cmwinkler/" rel="nofollow" target="_blank">Chris on LinkedIn</a></li> <li><a href="https://lapwm.com/" rel="nofollow" target="_blank">Legacy Advisors Private Wealth Management</a></li> </ul> <ul> <li><a href="https://whonothow.com/" rel="nofollow" target="_blank">Who Not How: The Formula To Achieve Bigger Goals Through Accelerating Teamwork</a></li> </ul> <ul> <li><a href="https://www.amazon.com/Advantage-Organizational-Health-Everything-Business/dp/0470941529/ref=tmm_hrd_swatch_0?_encoding=UTF8&amp;qid=&amp;sr=" rel="nofollow" target="_blank"> The Advantage: Why Organizational Health Trumps Everything Else In Business</a></li> </ul> <ul> <li><a href="https://www.strategiccoach.com/" rel="nofollow" target="_blank">Strategic Growth</a> </li> </ul> Subscribe and Stay in Touch <ul> <li><a href="https://podcasts.apple.com/us/podcast/the-admired-advisor-podcast/id1519857134" rel="nofollow" target="_blank"> Apple Podcasts</a></li> <li><a href="https://open.spotify.com/show/22Q9GX6t5d6h5nH0dfPZ9G?si=3fAsjRJsQPGx06xE23aePQ" rel="nofollow" target="_blank"> Spotify</a></li> <li><a href="https://www.linkedin.com/in/steven-atkinson-7a49bab/" rel="nofollow" target="_blank">Steve on LinkedIn</a></li> <li><a href="https://twitter.com/BAMAdvisor" rel="nofollow" target="_blank">Follow Buckingham Strategic Partners  on Twitter</a></li> </ul>

Leading a Successful Merger, Inorganic Growth, and the Importance of Self-Care with Chris Winkler

We had a fascinating conversation with DocSend’s Senior Product Marketer, Chris Winkler, where he shared his tips on getting sales engagement following his background in sales, we discussed how no two days are the same in the role of a PMM and he absolutely loves it, plus the art of knowing when to say ‘no’, as well as how making mistakes can be a good thing, and tons more. ___"I absolutely love product marketing. I think it can be sometimes dangerous how much I like it, because a curveball sometimes if I find it very interesting, I need to make sure I don't go down a rabbit hole just chasing that specific thing, especially if it's not necessarily something that will drive the biggest impact. But, I think the variety and being exposed to essentially all the business units at my company is something that I really enjoy, because I'm a product marketer at heart."

We had a fascinating conversation with DocSend’s Senior Product Marketer, Chris Winkler, where he shared his tips on getting sales engagement following his background in sales, we discussed how no two days are the same in the role of a PMM and he absolutely loves it, plus the art of knowing when to say ‘no’, as well as how making mistakes can be a good thing, and tons more. ___<blockquote>"I absolutely love product marketing. I think it can be sometimes dangerous how much I like it, because a curveball sometimes if I find it very interesting, I need to make sure I don't go down a rabbit hole just chasing that specific thing, especially if it's not necessarily something that will drive the biggest impact. But, I think the variety and being exposed to essentially all the business units at my company is something that I really enjoy, because I'm a product marketer at heart."</blockquote>

Product Marketing Life | Chris Winkler, DocSend