In this episode: Rod Zeeb and Lori Coonen, Chief Learning Officer discuss culture, how to build it, and why it is important to the success of families.
Length: 28 minutes
EPISODE 38: What is The Heritage Institute's Alignment Milestones Training Program?
In this episode: Rod Zeeb speaks with Lori Coonen, Chief Learning Officer about The Heritage Institute’s Alignment Milestone Training Program, what it includes, what you can expect during training and how effectively this training can be used in your practice.
Length: 35 minutes
EPISODE 37: Preserving Multi-Generational Wealth Utilizing Private Family Trust Companies
In this episode: Why do families set up family trust companies? Why is now an important time to consider doing estate planning and setting up a family trust company? Rod talks with Cindy Steeb of Clearstead about her new book and how private family trust companies can help families preserve multi-generational wealth.
Length: 39 minutes
EPISODE 36: The Practice Element of Wealth 3.0: A Call for a Change in Mindset and Effective Professional Collaboration
In this episode: Kristin Keffeler, Marlis Jansen, and Rod discuss what the Practice Element of Wealth 3.0 really is, and how it differs from many professionals’ perceptions of what it is.
Length: 39 minutes
EPISODE 35: Why is it Important to Know Your Purpose in Business and Family?
In this episode: How do you find your Focus? Rod and Tammi Brannan of Blueprint Process, discuss how you can find your Purpose, which is your reason for being here. Once you know that, you're motivated to select only those projects and relationships that help you fulfill that reason. Focus is then naturally achieved and on point for you, your people, and God.
Length: 22 minutes
EPISODE 34: Cultivate Family Stewardship To Build Transgenerational Family Success
In this episode: To sustain a legacy of transgenerational success requires a focus on the family side of the family wealth equation. Conventional wisdom says that family governance is the way to do that. In this episode, Thomasina Williams, Founder of Sankofa Legacy Advisors, shares a leadership development approach for going beyond family governance to build a Connected & Capable Family™ of engaged stewards of both a family's financial and non-financial resources.
Length: 43 minutes
EPISODE 33: Connecting Clients' Values & Beliefs to the Structure of Their Income Plans
In this episode: How important is the coordination of a family’s legacy plan and their values with their assets and valuables? In this podcast, Rod Zeeb and Paul Binnion of Hanlon Investment Management discuss where the industry is lacking today and how they envision correcting those shortcomings.
Length: 25 minutes
EPISODE 32: The Family Owner's Manual: What is it and how can I create one?
In this episode: Are your Clients’ families prepared if they lose the ‘recordkeeper’ of the family? Whether that is the family patriarch, another family member, or trusted professional, Rod speaks with Josh Kanter of leafplanner on how to create a leafplan to apply a family office lens to the collection, organization, and mapping of a family’s and family enterprise’s information in a single-source manner, allowing a family to identify blind spots, take proactive and corrective actions, educate family members and advisors, and prepare a family for an effective, comprehensive, and efficient succession-of-information.
Length: 32 minutes
IF YOU WANT TO LEARN MORE, CHECK OUT OUR LATEST EXPAND YOUR PRACTICE SESSION WITH JOSH KANTER HERE
EPISODE 31: Positive Psychology: Finding the Balance When Working With Families
In this episode: Exciting changes are afoot in the field of family wealth advising! Instead of focusing on the negative behaviors that lead to the dissipation of assets and degradation of family relationships, we are now being called on to emphasize the client’s strengths and focus on constructive behaviors and conversations to help them thrive. Join Rod as he discusses this topic with Marlis Jansen, a licensed therapist and wealth dynamics coach who, through her firm Graddha LLC, serves ultra high net worth individuals, couples, families and family offices.
Length: 29 minutes
EPISODE 30: The Relevance of Precious Metals and Numismatics as Strategic Assets
In this episode: Rod Zeeb and Donald Dee of Rare Coins of New Hampshire, discuss how precious metals and numismatic coins are considered safe havens in the investment world as they provide an effective hedge and help to mitigate losses when financial investment vehicles falter or fail. Given the current economic environment, precious metals and numismatic markets are now providing robust returns and are of great appeal to many investors. However, investors must be aware that all precious metals and numismatic firms are not created equally and must choose firms wisely.
Length: 25 minutes
EPISODE 29: Needs and Opportunities with Business Succession Planning
In this episode: Rod speaks with Cary Fry of Kalamath Consulting Group about how to uncover opportunities with business owner clients in transition planning that monetizes the value of their business to help them live their best life as a result of their work.
Length: 33 minutes
EPISODE 28: Wealth 3.0 and How it Impacts Our Work with Clients/Families & Connects to the Myth of the Silver Spoon (Part 2)
In this episode: Rod’s conversation with Kristin Keffeler, Founder & Principal of Illumination 360, continues with a discussion of Wealth 3.0 and how this concept proposes that our profession needs to take a new direction that emphasizes family strengths, developing capability, and collaboration.
Length: 34 minutes
EPISODE 27: The Myth of the Silver Spoon - Using Your Role as Trusted Advisor to Support Rising Gen Clients (Part 1)
In this episode: Rod talks with Kristin Keffeler, Founder & Principal of Illumination 360, about how to focus on the path to thriving for the rising generation and the key role that the trusted advisor plays.
Length: 37 minutes
EPISODE 26: Collaborating for Success
EPISODE 25: How Both the Planning Disciplines and Our Training Have Evolved in the Past 20 Years Leading to Wealth 3.0
In this episode: Rod Zeeb and Lori Coonen, CLO of The Heritage Institute, discuss specific examples of the differences between Wealth 2.0 and Wealth 3.0 and highlight the important elements of our training that keep you as a leading advisor in the industry.
Length: 30 minutes
EPISODE 24: Leading from a Position of Influence and Not Power
In this episode: Rod and Hugh Ballou of SynerVision Leadership Foundation, talk about leadership. How good leaders use Expectations and Confrontation for GOOD! And the 3 Things You MUST Do to be a Great Leader.
Length: 29 minutes
EPISODE 23: How to Assess Next Gen Leaders; Creating Competitive Advantages for Advisors and Family Enterprises
In this episode: Rod & Doug Gray, Co-Founder of Assess Next Gen and a Consultant with The Family Business Consulting Group, discuss trends in both qualitative and quantitative assessments that are available, how to access the assessments, and collaborators to help you if you want them.
Length: 26 minutes
EPISODE 22: Helping Children Learn About Money
In this episode: Rod and Gayle Reaume, Founder of Moolah U, discuss the importance of teaching children what money is and how money works through hands-on experiences, building confidence and stability in the financial future of the Next Generation.
Length: 35 minutes
EPISODE 21: Dividing Things, Not Families in Estate Settlement
In this episode: Rod chats with FairSplit founder, David MacMahan about FairSplit.com, an online platform for transparent and efficient, listing and dividing assets online. Whether simply needing a proven process, or needing an independent third-party to manage a fair division, the FairSplit.com platform and services address one of the most challenging areas for executors, trustees, and heirs.
Length: 37 minutes
EPISODE 20: The Importance of Framing
In this episode: A conversation with Rod and Doug Markewich, Family Coach at Quadrant Private Wealth, regarding the impact that framing (or lack thereof) has had on real cases.
Length: 32 minutes