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BONUS Episode: The Real Work of Mindset Transformation with Neill Williams

BONUS Episode: The Real Work of Mindset Transformation with Neill Williams

March 31, 2021 Leave a Comment

I’m so excited to bring you a bonus episode. I don’t usually do things like this, but a client of mine Neill Williams, a productivity coach, has a …

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Episode 089: Millennial Engagement in Family Philanthropy with Bob Reid

Episode 089: Millennial Engagement in Family Philanthropy with Bob Reid

March 24, 2021 Leave a Comment

Today, I’m interviewing a friend of many years, Bob Reid: a past CEO for the JF Maddox Foundation. Alongside this position, Bob is also a researcher …

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Episode 088: Growing into Wealth with Logan Angel

Episode 088: Growing into Wealth with Logan Angel

March 17, 2021 Leave a Comment

Last week on the podcast, we had Andrew Doust from KORE Venture on the podcast. And he gave us some amazing insights into his work with the next …

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Episode 087: Helping the Rising Generation Flourish with Andrew Doust of Kore Venture

Episode 087: Helping the Rising Generation Flourish with Andrew Doust of Kore Venture

March 11, 2021 Leave a Comment

On the show today, I’m talking to Andrew Doust of KORE Venture. Andrew has made his life’s mission to help guide the next generation of young adults …

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Episode 086: Family Business Succession w/ Steven Goodman

Episode 086: Family Business Succession w/ Steven Goodman

October 21, 2020 Leave a Comment

Family Business Succession Planning with Steven Goodman In This Episode: Steve Goodman recently wrote a book on Business Succession Planning. …

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Episode 085: Family Office 101 w/ Glen Johnson

Episode 085: Family Office 101 w/ Glen Johnson

September 2, 2020 Leave a Comment

Family Office 101 with FOX's Glen Johnson NOTE: This episode was recorded at the beginning of COVID-19. In This Episode: In this episode, Glen …

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Episode 084: Rising Generation Education w/ CLO Mindy Earley

Episode 084: Rising Generation Education w/ CLO Mindy Earley

August 21, 2020 Leave a Comment

Rising Generation Education with Chief Learning Officer, Mindy Earley In This Episode: "Education is omnipresent" -Mindy Earley, Chief Learning …

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Episode 083: A Vibrant Family Business Vision w/ Richard Seaman

Episode 083: A Vibrant Family Business Vision w/ Richard Seaman

August 5, 2020 Leave a Comment

    A Vibrant Family Business Vision with Richard N. Seaman, 2nd Generation Chairman In This Episode: Another business model: …

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Family Business Retirement: “I am Only Leaving Feet First”

Family Business Retirement: “I am Only Leaving Feet First”

July 16, 2020 Leave a Comment

  In This Episode:  “I am only leaving feet first”   In today’s episode, Kathy and I talk about retiring as the leader of a …

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BONUS Episode: Family Business and the Seaman Family Foundation

BONUS Episode: Family Business and the Seaman Family Foundation

July 9, 2020 Leave a Comment

  BONUS EPISODE! Richard Seaman talks about Family Philanthropy In This Episode: "Decedents aren't all going to have a passion for the …

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Episode 081: Family Business with 2nd Gen Richard Seaman of Seaman Corp

Episode 081: Family Business with 2nd Gen Richard Seaman of Seaman Corp

July 1, 2020 Leave a Comment

      The Family Business Story of Seaman Corporation with Richard N. Seaman, 2nd Generation Chairman In …

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Episode 080: Delusional Altruism with Kris Putnam-Walkerly

Episode 080: Delusional Altruism with Kris Putnam-Walkerly

June 10, 2020 Leave a Comment

      Become Unstoppable. In This Episode: "Together the philosophy behind these strategies constitute a mind-set …

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Episode 079: Getting on the Same Page as Your Spouse at Work

Episode 079: Getting on the Same Page as Your Spouse at Work

May 20, 2020 Leave a Comment

      In This Episode: “Everything just works better when we are on the same page.” My clients tell me being on …

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Episode 078: Best Practices in Family Councils Part 2

Episode 078: Best Practices in Family Councils Part 2

April 29, 2020 Leave a Comment

      In This Episode: After interviewing Chris, I decided to split this interview into two parts. Welcome to …

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Episode 077: Getting Started with Family Councils Part 1

Episode 077: Getting Started with Family Councils Part 1

April 16, 2020 Leave a Comment

In This Episode:  After interviewing Chris, I decided to split this interview into two parts.   Here are the questions I asked during my …

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Episode 076: Family Philanthropy Trends 2020

Episode 076: Family Philanthropy Trends 2020

February 26, 2020 Leave a Comment

In This Episode:  Nicholas Tedesco, President and CEO of the National Center for Family Philanthropy (NCFP), returns to the podcast to talk about …

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Episode 075: Get to Know NCFP’s Nick Tedesco

Episode 075: Get to Know NCFP’s Nick Tedesco

February 20, 2020 Leave a Comment

In This Episode:  In this episode, Ellie Frey Zagel speaks with Nicholas Tedesco, President and CEO of the National Center for Family …

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Get Your Productivity Score and Banish Burnout

Get Your Productivity Score and Banish Burnout

February 13, 2020 Leave a Comment

  Everywhere I look, I see leaders feeling overwhelmed, spending more and more time at work, and struggling with the stress and pressure of it …

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Episode 074: Be Like The Best with Anthony Renna

Episode 074: Be Like The Best with Anthony Renna

February 5, 2020 Leave a Comment

In this episode, Ellie Frey Zagel speaks with Anthony Renna, entrepreneur, personal trainer, owner of Five Iron Fitness, host of the Strength Coach …

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Don’t Wait. Start Now.

Don’t Wait. Start Now.

January 29, 2020 Leave a Comment

  Money is taboo, but today it’s on my mind.   My dad says, “Money has an enormous psychological component. It has a fantasized …

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Are You Experiencing Burnout?

Are You Experiencing Burnout?

January 22, 2020 Leave a Comment

  Most of us don’t recognize the signs of burnout.  For me, it happened over ten years. I experienced years of becoming sick more and …

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Episode 073: Power20—Now Is Not The Time To Give Up On Your Goals

Episode 073: Power20—Now Is Not The Time To Give Up On Your Goals

January 8, 2020 Leave a Comment

The first of the year is a time of renewal and new beginnings. Many of us draw a line at the end of  2019 and start fresh with new goals and …

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Best of 2019: 12 Steps to Achieving Your Goals This Year

Best of 2019: 12 Steps to Achieving Your Goals This Year

January 1, 2020 Leave a Comment

We're continuing our look back at the top episodes of the Successful Generations Podcast from 2019. This one seems perfect for this week as we start a …

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Best of 2019: Family Business Governance with Bruce Werner

Best of 2019: Family Business Governance with Bruce Werner

December 26, 2019 Leave a Comment

We're looking back at the top episodes of the Successful Generations Podcast from 2019. Next up is this episode with Bruce Werner, part of the third …

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Can You Fix My Family Member? 

Can You Fix My Family Member? 

December 26, 2019 1 Comment

"Can you fix my brother?" If only I had a dollar for every time I've been asked some form of this question. It also comes out like this: "I …

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Best of 2019: Understanding Community Foundations with Neel Harja

Best of 2019: Understanding Community Foundations with Neel Harja

December 18, 2019 Leave a Comment

We're looking back at the top episodes of the Successful Generations Podcast from 2019. Next up is this episode with Neel Harja, CEO of the Ann Arbor …

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Best of 2019: Entitlement? No Thanks! With Dr. John Townsend

Best of 2019: Entitlement? No Thanks! With Dr. John Townsend

December 12, 2019 Leave a Comment

We're looking back at the top episodes of the Successful Generations Podcast from 2019. First up is this episode with Dr. John Townsend, author of …

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Episode 072: A Conversation With Julie Charlestein, 4th Generation and CEO of Premier Dental

Episode 072: A Conversation With Julie Charlestein, 4th Generation and CEO of Premier Dental

December 5, 2019 Leave a Comment

Julie Charlestein is part of the fourth-generation of Premier Dental, where she currently serves as CEO. Premier is a 106-year-old business that …

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Feeling Thankful For My Clients & Their Wins

Feeling Thankful For My Clients & Their Wins

November 27, 2019 Leave a Comment

I am so incredibly proud and thankful for each of my clients—I don’t know if I tell them enough. The work we do is literally life-changing, but …

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The Problem With Wanting People to Like You

The Problem With Wanting People to Like You

November 22, 2019 Leave a Comment

"I want people to like me."  This was me. This was my thought.   I used to spend a lot of energy trying to get people to like me. A lot. People …

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Do I Deserve This Position?

Do I Deserve This Position?

November 14, 2019 Leave a Comment

  “I’m still trying to determine whether or not I deserve this position.”  A family enterprise client recently said to me, “I’m still …

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Let’s Replace Judgement With Curiosity

Let’s Replace Judgement With Curiosity

November 7, 2019 Leave a Comment

Are You Above The Line or Below The Line? I recently led an exercise with a group of 50 people at a national philanthropy conference. I asked them to …

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Episode 071: The Family Business of Tharawat Magazine with Ramia El Agamy

Episode 071: The Family Business of Tharawat Magazine with Ramia El Agamy

October 30, 2019 1 Comment

Ramia El Agamy is the Editor-in-Chief of Tharawat magazine, the global publication for family businesses, and a product established by her family. In …

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Curiosity And Coaching

Curiosity And Coaching

October 16, 2019 Leave a Comment

  “The bar is low for entry but high for success” —Stacey Boehman on Coaching One of my friends recently shared with me a story. She was …

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Celebrate Your Wins: 3 Steps to Start Today

Celebrate Your Wins: 3 Steps to Start Today

October 9, 2019 Leave a Comment

One of the topics I consistently teach my clients is how to recognize and celebrate their wins. Yes, I TEACH them to celebrate.  It might sound …

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Ready For Your BYE? Let’s Do This!

Ready For Your BYE? Let’s Do This!

October 3, 2019 Leave a Comment

A few years ago, I decided to leave my amazing position leading a family business center serving Michigan to live my dream of serving next-generation …

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Want to Up Your Game? Stop Being a Lone Wolf.

Want to Up Your Game? Stop Being a Lone Wolf.

September 25, 2019 1 Comment

  Do you ever find yourself thinking, ‘It’s time to get serious. I need to up my game’?  If so, what happens next? Does anything …

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Episode 070: Raising Money-Smart, Money-Empowered Kids with John Lanza

Episode 070: Raising Money-Smart, Money-Empowered Kids with John Lanza

September 18, 2019 Leave a Comment

John Lanza and his wife recognized early on that they had very different money personalities. After becoming parents 16 years ago, they agreed they …

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Do The Things That Terrify You

Do The Things That Terrify You

September 11, 2019 1 Comment

I often have my clients do something that terrifies them. In the end, they always love me for it. I know that if they can do something that truly …

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Leaving Behind Compare & Despair

Leaving Behind Compare & Despair

September 4, 2019 1 Comment

I’m currently coaching several leaders on the frequent human tendency to compare and despair.  Not familiar with this term? Compare and despair are …

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I Said No To My Dream Job

I Said No To My Dream Job

August 27, 2019 1 Comment

I just said "no" to the top spot in my family’s business. The position I am referring to is working for my family as the Board Chair of our family’s …

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Episode 069: Morning Routine—5 Steps to Lead Strong

Episode 069: Morning Routine—5 Steps to Lead Strong

August 21, 2019 Leave a Comment

In her role as a leadership coach, Ellie noticed that she fairly consistently received calls and messages from her clients around the morning commute …

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“You Can Wear My Hat…I Don’t Need It”

“You Can Wear My Hat…I Don’t Need It”

August 14, 2019 1 Comment

Have you ever lost touch with a song that you loved only to rediscover it years or maybe even decades later and fall in love with it all over again? I …

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REPLAY: My Summertime Pause, Reflect & Connect Challenge

REPLAY: My Summertime Pause, Reflect & Connect Challenge

August 7, 2019 Leave a Comment

We live in the age of busy. (Did you catch my recent blog post on The Badge of Busyness?) Think of all the times you ask friends how they’re doing. …

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Episode 068: Family Business Governance Done Right with Bruce Werner

Episode 068: Family Business Governance Done Right with Bruce Werner

July 24, 2019 Leave a Comment

In this episode, Ellie Frey Zagel speaks with Bruce Werner, who is a member of the third generation of Werner Co., a ladder and climbing equipment …

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What if Everything Matters?

What if Everything Matters?

July 17, 2019 1 Comment

A coaching colleague of mine asked her clients, “What if everything matters?” This simple question got me thinking.  Our brains are trained to …

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Episode 067: Helping Families Heal From Addiction with Arden O’Connor

Episode 067: Helping Families Heal From Addiction with Arden O’Connor

July 10, 2019 Leave a Comment

In this episode, Ellie Frey Zagel and Arden O'Connor talk about addiction and its impact on families. Arden grew up in a family business and is the …

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What’s The Value of Having a Coach?

What’s The Value of Having a Coach?

July 3, 2019 Leave a Comment

“Really, is there all that much value to having a coach?” I hear this question from time to time, and most recently, it got me thinking about …

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Episode 066: Sharing Generosity Between Generations with Andrea Pactor

Episode 066: Sharing Generosity Between Generations with Andrea Pactor

June 26, 2019 Leave a Comment

Andrea Pactor is the interim director of the Women’s Philanthropy Institute at Indiana University's Lilly Family School of Philanthropy. She's been …

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The Curse of Competence And The Badge of Busyness

The Curse of Competence And The Badge of Busyness

June 20, 2019 Leave a Comment

Someone I greatly respect once said to me, “Ellie, you have what I call the ‘curse of competence.’” This resonated with me. “Yes, that’s it,” I …

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Bonus Episode: Philanthropy Focus on Human Trafficking with Mitzi Perdue

Bonus Episode: Philanthropy Focus on Human Trafficking with Mitzi Perdue

June 13, 2019 Leave a Comment

Recently, Mitzi Perdue (featured in episode 065) heard a lecture on human trafficking that changed her life. She learned about sting operations taking …

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Episode 065: Advice and Traditions for Strong, Successful Families from Mitzi Perdue

Episode 065: Advice and Traditions for Strong, Successful Families from Mitzi Perdue

June 12, 2019 Leave a Comment

If anyone knows family business, it's the amazing Mitzi Perdue. Her family's first enterprise, Henderson Estate Company, got its start in 1840. Her …

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Going All In

Going All In

June 5, 2019 1 Comment

I am learning how to be “all in.” My coach calls it burning the boats. I call it terrifying. Burning the boats means you figuratively sail to …

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Episode 064: Next Gen Leadership Development with Janice DiPietro

Episode 064: Next Gen Leadership Development with Janice DiPietro

May 29, 2019 1 Comment

In this episode, Ellie is joined by Janice DiPietro, Founder and CEO of Exceptional Leaders International. Janice grew up in a family business and is …

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Are You Making Things Harder For Yourself?

Are You Making Things Harder For Yourself?

May 21, 2019 Leave a Comment

I like a challenge, and I never take the easy way. Present me two paths to the top of the mountain, and without fail, I will always choose the one …

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Episode 063: The Succession Solution with Brad Franc

Episode 063: The Succession Solution with Brad Franc

May 15, 2019 Leave a Comment

In this episode, Ellie interviews Bradley J. Franc, Director with Houston Harbaugh Attorneys at Law and author of The Succession Solution: The …

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Ready to Level Up? Let’s Lead Strong!

Ready to Level Up? Let’s Lead Strong!

May 14, 2019 Leave a Comment

If you follow Successful Generations, you likely know that I recently launched a new 1:1 coaching program called Lead Strong. I am incredibly …

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Bonus Episode: 6 Things to Help You Lead Strong!

Bonus Episode: 6 Things to Help You Lead Strong!

April 26, 2019 Leave a Comment

In this bonus episode, I’m introducing six things to help you lead strong. If you follow my podcast or blog, you know that I coach family business …

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062: Effective Philanthropy with Phil Buchanan

062: Effective Philanthropy with Phil Buchanan

April 25, 2019 Leave a Comment

In this episode, Ellie interviews Phil Buchanan, President of the Center for Effective Philanthropy and author of the new book, Giving Done Right: …

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Being a Leader is Hard…And That’s Okay

Being a Leader is Hard…And That’s Okay

April 21, 2019 Leave a Comment

So many of my clients tell me that what they’re doing is challenging. “Why is this so hard?”  is a question I hear all the time. In asking, they seem …

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Episode 061: Family Business and Real Estate with Chris Prefontaine

Episode 061: Family Business and Real Estate with Chris Prefontaine

April 10, 2019 1 Comment

In this episode, Ellie interviews family business owner, real estate leader, and coach Chris Prefontaine. While Chris grew up in a family business—he …

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How to Live By Your Priorities

How to Live By Your Priorities

March 27, 2019 Leave a Comment

“How do you live by your priorities?” A client asked me this question the other day after she had listened to my podcast episode, Setting your …

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Episode 060: Finding Joy After Trauma with Polo Tate

Episode 060: Finding Joy After Trauma with Polo Tate

March 27, 2019 Leave a Comment

In this episode, Ellie interviews Polo Tate, author of Deep Dark Blue: A Memoir of Survival. In the book, Polo recounts the loss of her sister at a …

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Episode 059: 4 Steps to Setting Your Priorities

Episode 059: 4 Steps to Setting Your Priorities

March 14, 2019 Leave a Comment

As you likely know, I coach leaders in family business. Depending what leads someone to seek coaching, often one of my first questions is to ask my …

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Episode 058: Understanding Community Foundations with Neel Harja

Episode 058: Understanding Community Foundations with Neel Harja

February 27, 2019 Leave a Comment

What exactly is a community foundation? And why would a donor choose to work with one over starting their own foundation? To explore these questions, …

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Episode 057: Giving a Gift Beyond Your Imagination with Arlene Cogen

Episode 057: Giving a Gift Beyond Your Imagination with Arlene Cogen

February 13, 2019 Leave a Comment

In this episode, Ellie is talking with Arlene Cogen, a certified financial planner and the author of GIVE TO LIVE: Make A Charitable Gift You Never …

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Episode 056: Strategies for Reducing Stress in the Workplace with Alisa Craig

Episode 056: Strategies for Reducing Stress in the Workplace with Alisa Craig

January 23, 2019 Leave a Comment

In this episode, Ellie and Alisa Craig, Administrator of Wellness & Population Health with Hurley Medical Center dive into stress in the …

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Episode 055: Entitlement? No, thank you with Dr. John Townsend

Episode 055: Entitlement? No, thank you with Dr. John Townsend

January 16, 2019 Leave a Comment

In this episode, Ellie is joined by Dr. John Townsend, a psychologist, leadership expert, speaker, and New York Times Best Selling Author. Dr. …

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Episode 054: 12 Steps to Achieving Your Goals in 2019

Episode 054: 12 Steps to Achieving Your Goals in 2019

January 9, 2019 Leave a Comment

At a conference last year dedicated to goal getting, Michael Hyatt said that of 200 million Americans who make New Year’s resolutions, fewer than 50% …

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Best of 2018 #1: Taking Over the Family Business with Mitchell Kaneff

Best of 2018 #1: Taking Over the Family Business with Mitchell Kaneff

December 19, 2018 Leave a Comment

You voted and we listened. Here's the #1 Successful Generations Podcast Episode for 2018! PLEASE NOTE: there is adult language in this episode. …

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New Year. New Goals. New You.

New Year. New Goals. New You.

December 18, 2018 Leave a Comment

Goals setting for 2019 Are you working on your personal and business goals for 2019? Did you achieve everything you set out to in 2018? Many …

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Best of 2018 #2: An Action Plan for Mental Health with Christy Buck

Best of 2018 #2: An Action Plan for Mental Health with Christy Buck

December 12, 2018 Leave a Comment

You voted and we listened! Here's Best of 2018 Episode #2. When we talk about our health and wellness we focus on our physical bodies. We talk …

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Best of 2018 #3: Digging Into the Family Business Landscape with Daniel G. Van Der Vliet

Best of 2018 #3: Digging Into the Family Business Landscape with Daniel G. Van Der Vliet

December 5, 2018 Leave a Comment

You voted and we listened! Here's Best of 2018 Episode #3. In this episode, Dann Van Der Vliet and I dig into family business from the family …

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Episode 053: Top Resources From Ellie and Our Podcast Guests

Episode 053: Top Resources From Ellie and Our Podcast Guests

November 28, 2018 Leave a Comment

Over the last year on this podcast our guests have shared an incredible number of resources related to family business, family wealth, family …

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Episode 052: The Important Role of Professional Advisors in Discussing Philanthropy with Rebecca Miller

Episode 052: The Important Role of Professional Advisors in Discussing Philanthropy with Rebecca Miller

November 21, 2018 Leave a Comment

In this episode, we explore The U.S. Trust Study of The Philanthropic Conversation with Rebecca Miller, Senior Philanthropic Advisor with The …

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Episode 051: 3Gen Perspectives on Philanthropy with a Boomer, a Gen Xer and a Millennial

Episode 051: 3Gen Perspectives on Philanthropy with a Boomer, a Gen Xer and a Millennial

November 14, 2018 Leave a Comment

In this episode, Ellie Frey Zagel is joined by Colleen Mitchell, Founder and Principal of VENTURE3Philanthropy, and Paige Cornetet, Chief Millennial …

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Episode 050! What I’ve Learned in 50 Episodes with Guest Host Chad Zagel

Episode 050! What I’ve Learned in 50 Episodes with Guest Host Chad Zagel

November 7, 2018 Leave a Comment

We are so excited to celebrate this milestone 50th episode! In this episode, Ellie is joined by her husband, Chad Zagel for a bit of reflection. …

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Episode 049: The Hidden Challenges of Wealth and the Path to Thrive as a NextGen with Kristin Keffeler

Episode 049: The Hidden Challenges of Wealth and the Path to Thrive as a NextGen with Kristin Keffeler

October 31, 2018 2 Comments

Kristin Keffeler is the founder and owner of illumination360.  She is an advisor and certified professional coach with specializations in business …

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Episode 048: How Family Champions Lead to Success with Joshua Nacht, Ph.D.

Episode 048: How Family Champions Lead to Success with Joshua Nacht, Ph.D.

October 24, 2018 Leave a Comment

Joshua Nacht, Ph.D. is a consultant with the Family Business Consulting Group. He recently co-authored Family Champions and Champion Families: …

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Episode 047: Power20—Combating Negative Self-Talk

Episode 047: Power20—Combating Negative Self-Talk

October 17, 2018 Leave a Comment

Negative self-talk does not help us achieve our goals, yet I hear it all the time in my work with my coaching clients and from my peers who are fellow …

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Episode 046: Critical Conversations for Succession Planning with Rochelle Clarke

Episode 046: Critical Conversations for Succession Planning with Rochelle Clarke

October 10, 2018 Leave a Comment

In this episode, we talk to Rochelle Clarke, CEO & Founder of Succession Strength and author of The 5 Critical Succession Conversations: A …

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Episode 045: Exploring Donor-Advised Funds with Bob Roth

Episode 045: Exploring Donor-Advised Funds with Bob Roth

October 3, 2018 Leave a Comment

In this episode, we're talking with Bob Roth who is President & CEO of RoMan Manufacturing, a global manufacturing business based in Grand Rapids, …

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Episode 044: Philanthropic Due Diligence with Lynne Ferrell

Episode 044: Philanthropic Due Diligence with Lynne Ferrell

September 26, 2018 Leave a Comment

Ellie Frey Zagel is a third generation Trustee and Vice Chair of her family's foundation, the Frey Foundation.  The foundation was endowed with the …

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Replay: A Legacy Lost with Douglas D. Box

Replay: A Legacy Lost with Douglas D. Box

September 19, 2018 Leave a Comment

Do you have a strong matriarch or patriarch? Do you have more drama in your family business than is healthy? Do you know someone who has sued a family …

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Episode 043: Why Hire a Family Business Consultant? with Drew Mendoza

Episode 043: Why Hire a Family Business Consultant? with Drew Mendoza

September 12, 2018 Leave a Comment

The Family Business Consulting Group (FBCG) consistently comes up as a top resource when we talk to family business leaders on the Successful …

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Episode 042: Blending Passion, Family & Business with Anne Huntington, 2nd Generation

Episode 042: Blending Passion, Family & Business with Anne Huntington, 2nd Generation

September 5, 2018 Leave a Comment

Anne Huntington is the second generation of her family's business, Huntington Learning Center. Based in New Jersey, they have over 300 locations in 41 …

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Episode 041: An Action Plan for Mental Health with Christy Buck

Episode 041: An Action Plan for Mental Health with Christy Buck

August 29, 2018 Leave a Comment

So often when we talk about our health and wellness we focus on our physical bodies. We talk about things like diet and exercise. In this episode, …

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Episode 040: My Journey to Coaching with Ellie Frey Zagel

Episode 040: My Journey to Coaching with Ellie Frey Zagel

August 22, 2018 Leave a Comment

The newest pillar of service offered by Successful Generations is Executive Coaching. In this week's episode, Ellie talks about the journey that led …

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Episode 039: Selecting the Right Trustee with Attorney Mark Harder

Episode 039: Selecting the Right Trustee with Attorney Mark Harder

August 15, 2018 Leave a Comment

It's been said that choosing a trustee is one of the most important decisions you will ever make. Let that settle in for a minute. Why is this one …

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Episode 038: Standing Up in a Male-Dominated Industry with Aviation Executive René Banglesdorf

Episode 038: Standing Up in a Male-Dominated Industry with Aviation Executive René Banglesdorf

August 8, 2018 Leave a Comment

René Banglesdorf is CEO of Charlie Bravo Aviation, an Austin, Texas-based company that buys, sells and leases corporate aircraft worldwide. René and …

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REPLAY: Answering the Question I’m Always Asked About Family Philanthropy

REPLAY: Answering the Question I’m Always Asked About Family Philanthropy

August 1, 2018 Leave a Comment

As a third generation board member of my family’s foundation, philanthropy plays a big role in my life. I was first introduced to our foundation when …

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REPLAY: How My Parents Raised Us to Be Business Smart with Paige Cornetet

REPLAY: How My Parents Raised Us to Be Business Smart with Paige Cornetet

July 25, 2018 Leave a Comment

Replay? Yep, that's right, this week and next, we are working on some really big and exciting new things at Successful Generations. While we …

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Episode 037: Making Your Mark on the Family Business with Cara Mackay, 2nd Generation

Episode 037: Making Your Mark on the Family Business with Cara Mackay, 2nd Generation

July 18, 2018 Leave a Comment

In this episode, we're talking with Cara Mackay—a 31-year-old dynamo who has taken her family's shed construction business in Scotland to new heights. …

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Episode 036: Financial Literacy, Leadership and Entrepreneurship for Teens with Whitney Webb

Episode 036: Financial Literacy, Leadership and Entrepreneurship for Teens with Whitney Webb

July 11, 2018 Leave a Comment

In this episode, we're talking with Whitney Webb. She is co-founder of Launch Generation, which produces unique summer programs for teenagers focused …

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Bonus Episode: Power20—My Reflect and Connect Challenge

Bonus Episode: Power20—My Reflect and Connect Challenge

July 4, 2018 Leave a Comment

We live in the age of busy. Think of all the times you ask friends how they’re doing. I bet more times than not in return you hear, “I’m so busy.” We …

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Episode 035: Great Governance for Your Investment Committee with Becky Wood

Episode 035: Great Governance for Your Investment Committee with Becky Wood

June 27, 2018 Leave a Comment

If you’re involved in a family foundation, a family office, or if you sit on the board of nonprofit with an endowment, you likely know something about …

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Episode 034: Trapped in the Family Business with Dr. Michael Klein, Part 2

Episode 034: Trapped in the Family Business with Dr. Michael Klein, Part 2

June 20, 2018 Leave a Comment

In part one of the interview with Dr. Michael Klein, we talked about what it means to be trapped in the family business and various the emotions that …

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Episode 033: Trapped in the Family Business with Dr. Michael Klein

Episode 033: Trapped in the Family Business with Dr. Michael Klein

June 13, 2018 Leave a Comment

Do you feel trapped in the family business or do you think you may be contributing to a loved one feeling trapped? If so, this episode is for you. My …

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Episode 032: Are You a Spendthrift or a Tightwad? with Dr. Scott Rick

Episode 032: Are You a Spendthrift or a Tightwad? with Dr. Scott Rick

June 6, 2018 Leave a Comment

Take a 5-minute survey to see where you fall on the Tightwad-Spendthrift Scale. How do you feel about spending money? Does it give you a thrill or …

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Episode 031: Impact Investing with Jennifer Oertel

Episode 031: Impact Investing with Jennifer Oertel

May 30, 2018 Leave a Comment

Jennifer Oertel serves as the Impact Investing Expert in Residence at the Council of Michigan Foundations (CMF). In this episode, she and I dig into …

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