GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Joe Scheid
Meet Joe Scheid:
Joe Scheid is a Founding Member of Legacy Advisors. Nearly 27 years ago, Joe was drawn to financial planning as a way to make a positive impact on people. His unique, down to earth approach helps client identify and navigate the...
ABOUT JOE
Meet Joe Scheid:
Joe Scheid is a Founding Member of Legacy Advisors. Nearly 27 years ago, Joe was drawn to financial planning as a way to make a positive impact on people. His unique, down to earth approach helps client identify and navigate the emotional drivers behind financial decisions. Empowering clients to make sound financial decisions, inspires Joe to this day.
Over the years, Joe has helped his business owner clients reach their financial objectives. Business owner clients have unique circumstances requiring nuanced, specialized skills. Joe has helped this unique set of clients understand the value of their business and what the overall impact their business value has on personal net worth, asset balancing, market timing and personal exit time horizons. Together, through many discovery conversations, succession objectives are identified, and strategies are developed, to achieve optimal results.
Joe was born and raised in Phoenix, Arizona. He earned his Bachelor of Science degree from the W.P. Carey School of Business at Arizona State University. Joe is a Certified Exit Planning Advisor, Certified Family Business Specialist, Accredited Investment Fiduciary and holds a Certification in Long-Term Care Planning. He has been a Board Member of the 100 Club of Arizona since 2003 (First Responders Foundation) and has served as Chairman. He shares his life with his wife Jenny and their furry son, Walter.