The Evolution Of Your Legacy with William Bissett, CFP, CEPA – Advisor

In this thought-provoking episode, William Bissett joins to explore the deeper meaning of legacy beyond numbers, metrics or AI. With years of experience guiding high-net-worth individuals and business owners, William shares how true legacy planning includes passing on values, tough love and confidence—not just financial assets. We discuss why legacy should be a living, ongoing design process, the emotional intelligence required for multi-generational wealth continuity, and how to start today. Whether you're just beginning to think about your legacy or ready to refine it, this episode will offer insights, wisdom, and actionable guidance.   What You’ll Learn:How to shift from transactional financial planning to transformational legacy planningThe biggest blind spots individuals face when thinking about their legacyStrategies to consider for each life stage in developing your legacy planWilliam’s personal reflections on designing his own legacy in what’s sensibleJoin the Conversation:Love what you heard? Share this episode with someone who’s ready to design a legacy that truly matters.-When William was at NC State, he had the opportunity to take a year and work in Washington DC. It was during this time that he read Alan Greenspan’s book, “Maestro” and decided to finish with an economics degree at university. The concept of economics was instantly interesting as it was digesting new data to create new projections – it was dynamic and always being refreshed. Through his CFP® studies and work with individual clients and business owners, he has learned that in some ways, economics and financial planning are very much alike. As financial planners, he works with precise and imprecise inputs to create a forecast for the future. It just so happens he does it with families and their businesses.    After spending more than a decade with a fast- growing RIA in Columbia, Maryland with two great mentors, he left, and after a short stint with another firm, started Portus Wealth Advisors in 2019. In his time in Maryland, he served as the President and Chair of the Maryland chapter of the Financial Planning Association, worked on several national committees, and spoke at industry conferences. Yet upon moving to Charlotte, he knew he needed to connect with the local ecosystem. Since being there, he has spent most of his time in Charlotte working in the entrepreneurial community. This experience in mentoring young startups through RevTech Labs and LaunchLKN and being a member of the Charlotte Angel Fund have provided an awesome opportunity to both learn from great entrepreneurs AND give back. His professional passion for the next 10 years is attracting talented professionals to Portus to teach them how to deliver exceptional service and advice to current and future clients. He enjoys reading books about business and people. And if you want the full story of his life in Washington DC and how he came to see Alan Greenspan regularly for 3 months and skipped the White House Y2K celebration he was invited to work, just ask.  -At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.-Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.