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Ep #21: The Ripple Effect in Decision Making

Ep #21: The Ripple Effect in Decision Making

November 23, 2022

This week, we’re talking about decision making. Are you aware of the ripple effect of being stuck in indecision? Whether it’s decisions in your family …

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Ep #20: Early Engagement of the Next Generation of Family Philanthropists with Molly Stifler

Ep #20: Early Engagement of the Next Generation of Family Philanthropists with Molly Stifler

November 16, 2022

I’m back with another conversation around engaging the next generation of adults in family philanthropy, this time with Molly Stiffler, the director …

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Ep #19: The Yet Statement

Ep #19: The Yet Statement

October 26, 2022

Today, I’m talking about what I call the Yet Statement. This is one of those truly powerful ways of thinking that changes everything. So, this is a …

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Ep #18: Preparing the Next Generation with Courtney Scott

Ep #18: Preparing the Next Generation with Courtney Scott

October 12, 2022

Welcome back for the third installment of our series on engaging adults in family philanthropy, in partnership with The National Center for Family …

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Ep #17: Engaging the Next Generation in Family Philanthropy with Tripp Frey

Ep #17: Engaging the Next Generation in Family Philanthropy with Tripp Frey

October 10, 2022

Welcome back to my three-part series on engaging adults in family philanthropy, based on work I’m doing with The National Center for Family …

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Ep #16: Engaging New Board Members in Your Family Foundation with Theo Avery

Ep #16: Engaging New Board Members in Your Family Foundation with Theo Avery

October 5, 2022

It’s been a while, but I’m super excited to relaunch this podcast by bringing you at least a few episodes on the topic of engaging adults in …

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Ep #15: Taking Back Control

Ep #15: Taking Back Control

August 18, 2021

So many of my clients feel lost and experience overwhelm when it comes to making decisions. And if this sounds familiar, I want you to listen in …

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Ep #14: Learner’s Mindset

Ep #14: Learner’s Mindset

August 13, 2021

When I was a very young child, my family used to have game nights, and no matter what we were playing, I always wanted to win so I could tell myself I …

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Ep #13: 2 Tools for Tough Conversations

Ep #13: 2 Tools for Tough Conversations

July 21, 2021

Do you look forward to having those tough conversations in your family business? Very few of us do. We know they’re coming, but when we’re around the …

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Ep #12: Banning the Badge of Busyness

Ep #12: Banning the Badge of Busyness

July 14, 2021

Several years ago, I was experiencing a lot of busyness in my life, and anytime someone asked me how I was doing, I would automatically respond, “I’m …

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Ep #11: Power Dynamics in Family Systems

Ep #11: Power Dynamics in Family Systems

July 7, 2021

If you’re encountering difficult and often uncomfortable power dynamics in your family systems, trust me, you are not alone. Power dynamics are at …

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Ep #10: Getting Out of Other People’s Brains

Ep #10: Getting Out of Other People’s Brains

June 30, 2021

I hear some variation of this from my clients on a regular basis. They’ll come to me upset and angry at somebody else, usually a family member or …

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Ep #9: The Reality of Being an Entrepreneur Couple with Jake and Whit Roehl

Ep #9: The Reality of Being an Entrepreneur Couple with Jake and Whit Roehl

June 23, 2021

I hear from people all the time who work with their family or significant other, that they want to be on the same page more and clash less. Well, …

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Ep #8: The Truth About Confidence

Ep #8: The Truth About Confidence

June 16, 2021

Pretty much all of my clients come to me wanting more confidence. This is especially the case when they are stepping into a new role within the …

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Ep #7: The Emotional Armoire

Ep #7: The Emotional Armoire

June 9, 2021

We’re talking today about one of my favorite topics: emotions. Specifically, I’m discussing processing emotions while you’re at work, which comes up …

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Ep #6: Entitlement with Kim Eddleston

Ep #6: Entitlement with Kim Eddleston

June 2, 2021

Kim Eddleston is a Professor of Entrepreneurship and an academic fellow who specializes in family business. She comes from a family that runs several …

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Ep #5: Purposeful Vacation Planning

Ep #5: Purposeful Vacation Planning

May 26, 2021

Have you ever come back from vacation and thought, “I seriously need a real vacation”? We’ve all been there. We’ve taken what we believed would be a …

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Ep #4: Why Tracking and Celebrating Your Wins Matters

Ep #4: Why Tracking and Celebrating Your Wins Matters

May 19, 2021

Today’s topic is one of the often-overlooked fundamentals when it comes to our growth as leaders, both in the culture we create around us and our …

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Ep #3: The Practice of Same-Page Leadership

Ep #3: The Practice of Same-Page Leadership

May 12, 2021

Last week, I spoke about the concept of Same-Page Leadership. This week, I want to share some examples in practice and how significant others working …

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Ep #2: Same-Page Leadership

Ep #2: Same-Page Leadership

May 5, 2021

What I’m sharing today is so useful because a lot of you work closely with others in your family business. Whether that is your parents, siblings, or …

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Ep #1: Why the Name Change?

Ep #1: Why the Name Change?

April 28, 2021

I made the decision to change the name of my podcast from Successful Generations to The Family Business Leader Podcast for a few reasons. I originally …

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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

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

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

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

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

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

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

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

    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

  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

  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

      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

      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

      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

      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

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

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

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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Episode 074: Be Like The Best with Anthony Renna

Episode 074: Be Like The Best with Anthony Renna

February 5, 2020

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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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

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

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

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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Best of 2019: Understanding Community Foundations with Neel Harja

Best of 2019: Understanding Community Foundations with Neel Harja

December 18, 2019

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

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

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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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

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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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

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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Episode 069: Morning Routine—5 Steps to Lead Strong

Episode 069: Morning Routine—5 Steps to Lead Strong

August 21, 2019

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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REPLAY: My Summertime Pause, Reflect & Connect Challenge

REPLAY: My Summertime Pause, Reflect & Connect Challenge

August 7, 2019

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

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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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

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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Episode 066: Sharing Generosity Between Generations with Andrea Pactor

Episode 066: Sharing Generosity Between Generations with Andrea Pactor

June 26, 2019

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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Bonus Episode: Philanthropy Focus on Human Trafficking with Mitzi Perdue

Bonus Episode: Philanthropy Focus on Human Trafficking with Mitzi Perdue

June 13, 2019

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

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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Episode 064: Next Gen Leadership Development with Janice DiPietro

Episode 064: Next Gen Leadership Development with Janice DiPietro

May 29, 2019

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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Episode 063: The Succession Solution with Brad Franc

Episode 063: The Succession Solution with Brad Franc

May 15, 2019

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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Bonus Episode: 6 Things to Help You Lead Strong!

Bonus Episode: 6 Things to Help You Lead Strong!

April 26, 2019

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

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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Episode 061: Family Business and Real Estate with Chris Prefontaine

Episode 061: Family Business and Real Estate with Chris Prefontaine

April 10, 2019

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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Episode 060: Finding Joy After Trauma with Polo Tate

Episode 060: Finding Joy After Trauma with Polo Tate

March 27, 2019

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

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

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

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

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

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

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

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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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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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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Episode 030: Holistic Weight Management with Cynthia Damaskos

Episode 030: Holistic Weight Management with Cynthia Damaskos

May 23, 2018

The number on the scale, and whether it needs to go up or down, weighs heavily in the minds of many. In this episode, Cynthia Damakos, Certified …

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Episode 029: Giving Back Through Giving Circles with Dr. Jason Franklin

Episode 029: Giving Back Through Giving Circles with Dr. Jason Franklin

May 16, 2018

Back in episode 026 my guest Rob Collier, President of the Council of Michigan Foundations mentioned giving circles as a trend to watch in …

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Episode 028: Stories from The Family Business Podcast with Russ Haworth

Episode 028: Stories from The Family Business Podcast with Russ Haworth

May 9, 2018

My new friend, Russ Haworth, is the host of The Family Business Podcast and a contributor to many family business publications. Russ was writing a …

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Episode 027: The Power of Mindset with Dr. Nancy Jonker

Episode 027: The Power of Mindset with Dr. Nancy Jonker

May 2, 2018

Mindset, also referred to as buoyancy or resiliency, speaks to our ability to bounce back. This week’s guest, Dr. Nancy Jonker explains it as, “an …

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Episode 026: Reflections from Nearly Four Decades in Philanthropy with Rob Collier

Episode 026: Reflections from Nearly Four Decades in Philanthropy with Rob Collier

April 25, 2018

Rob Collier is President & CEO of the Council of Michigan Foundations (CMF), a nonprofit membership association of more than 330 community …

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Episode 025: Power20—10 Ways to Set Your NextGen Up for Success in the Family Enterprise

Episode 025: Power20—10 Ways to Set Your NextGen Up for Success in the Family Enterprise

April 18, 2018

 In this Power20 episode, I'm speaking to my friends who are NowGen leaders. As you think about succession planning and preparing the NextGen to …

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Episode 024: Pump It Up! Strength Training and Leadership with Nick Klein

Episode 024: Pump It Up! Strength Training and Leadership with Nick Klein

April 11, 2018

Blog Post: Pump It Up! Why Strength Training is Essential to the Success of Your Health Plan with Nick Klein Strength training and leadership …

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Episode 023: Leadership Development and Agility with Greg McCann

Episode 023: Leadership Development and Agility with Greg McCann

April 4, 2018

In this episode, Greg McCann of McCann & Associates and I dive into the family enterprise model, vertical leadership development, and leadership …

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Episode 022: Getting Started in Family Philanthropy with Colleen Mitchell

Episode 022: Getting Started in Family Philanthropy with Colleen Mitchell

March 28, 2018

Colleen Mitchell is the founder of Venture3Philanthropy, a global philanthropic advisory firm. In her role, Colleen helps clients across generations …

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Episode 021: Taking Over the Family Business with Mitchell Kaneff

Episode 021: Taking Over the Family Business with Mitchell Kaneff

March 21, 2018

PLEASE NOTE: there is adult language in this episode. It's only 1-2 words, but if you are listening with little ones, you may want to use …

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Episode 020: Women and Wealth with Adrienne Penta

Episode 020: Women and Wealth with Adrienne Penta

March 14, 2018

  Happy 20th episode of the Successful Generations podcast! Our listeners are in for a treat this week. We wanted a dynamo guest for this …

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Episode 019: Allyn Family 2.0—After the Sale with Eric Allyn (4th Gen), Part 2

Episode 019: Allyn Family 2.0—After the Sale with Eric Allyn (4th Gen), Part 2

March 7, 2018

In the previous episode, Eric Allyn shared the history of his family’s business, Welch Allyn. He told us how his generation banded together to change …

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Episode 018: The Welch Allyn Family Business Story with Eric Allyn (4th Gen), Part 1

Episode 018: The Welch Allyn Family Business Story with Eric Allyn (4th Gen), Part 1

February 28, 2018

Eric Allyn grew up in a family with a legacy of entrepreneurship and innovation. His great-grandfather, William Noah Allyn and Francis A. Welch …

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Episode 017: Power20—Achieving Your Goals Through a Mastermind or Peer Group

Episode 017: Power20—Achieving Your Goals Through a Mastermind or Peer Group

February 21, 2018

Peer groups, sometimes referred to as mastermind groups, can be incredibly helpful and effective at moving you along the path to achieving goals. …

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Episode 016: Power20—Reframing Limiting Beliefs

Episode 016: Power20—Reframing Limiting Beliefs

February 14, 2018

For the past couple of years, I’ve been doing a lot of personal work, self-reflection, and goal-setting. As I’ve mentioned previously, I’m a big fan …

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Episode 015: Beyond the Piggy Bank with Father, Author, and Entrepreneur Clint Greenleaf

Episode 015: Beyond the Piggy Bank with Father, Author, and Entrepreneur Clint Greenleaf

February 7, 2018

  After selling his publishing company, my guest, Clint Greenleaf recalls being on flight to Hawaii with his wife and two young daughters. …

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Episode 014: More Awareness and Less Stress Through Yoga with Ashley Yost and Mali Jane

Episode 014: More Awareness and Less Stress Through Yoga with Ashley Yost and Mali Jane

January 31, 2018

In one way or another, we are all on a health and wellness journey. My guests in this episode are dedicated to helping people on this journey through …

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Episode 013: Raising Children to be Amazing Business Owners with Paige Cornetet

Episode 013: Raising Children to be Amazing Business Owners with Paige Cornetet

January 24, 2018

Paige Cornetet is a fourth generation family business owner and she’s involved in her family’s council. She’s also an entrepreneur who runs her own …

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Episode 012: Raising Kids with Generous Genes with Susan Crites Price

Episode 012: Raising Kids with Generous Genes with Susan Crites Price

January 17, 2018

Susan Crites Price is a Washington, DC-based author and speaker. Her most recent book, which she co-wrote with her daughter, Julianna Price, is titled …

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Episode 011: Digging Into the Family Business Landscape with Daniel G. Van Der Vliet

Episode 011: Digging Into the Family Business Landscape with Daniel G. Van Der Vliet

January 10, 2018

 In this episode, my guest Dann Van Der Vliet and I dig into family business from the family business center/academic perspective. Dann is …

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Episode 010: 10 Things My Family Did to Engage Us in Philanthropy with Ellie Frey Zagel

Episode 010: 10 Things My Family Did to Engage Us in Philanthropy with Ellie Frey Zagel

January 3, 2018

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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Episode 009: Stress Management and Holistic Health with Cynthia Damaskos

Episode 009: Stress Management and Holistic Health with Cynthia Damaskos

December 27, 2017

After losing her father and discovering that the causes of his death could have been prevented, Cynthia Damaskos made dramatic changes to her own …

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Episode 008: Family, Fights and Ferry Tales with Chris Shepler

Episode 008: Family, Fights and Ferry Tales with Chris Shepler

December 19, 2017

In this episode, we hear the story of a seventy year old family business in Northern Michigan. My guest, Chris Shepler, is part of the third …

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Episode 007: Raising Financially Responsible Kids Through the Holidays (and Beyond)

Episode 007: Raising Financially Responsible Kids Through the Holidays (and Beyond)

December 13, 2017

10 Activities to do with your Kids this Holiday Season The holidays— full of magic, wonder, traditions, and more. For many families, especially those …

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Episode 006: Join the Philanthropic Revolution with Michael Moody

Episode 006: Join the Philanthropic Revolution with Michael Moody

December 6, 2017

'Generation Impact' is Taking Over Research says that the rising generation of family philanthropy will take a different approach to giving. For …

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Episode 005: Estate Planning 101 aka Estate Planning is Not Optional with Susan Gell Meyers

Episode 005: Estate Planning 101 aka Estate Planning is Not Optional with Susan Gell Meyers

November 30, 2017

 Everything You Need to Know Before You Meet with your Attorney The estate planning process can seem a little daunting. Having gone through the …

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Episode 004: Engaging Your Family in Philanthropy with Ginny Esposito

Episode 004: Engaging Your Family in Philanthropy with Ginny Esposito

November 22, 2017

The question I get asked the most, is “Ellie, how can I engage my family in philanthropy?” In this episode, Virginia “Ginny” Esposito, Founder of the …

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Episode 003: Leadership, Wellness, and Concierge Medicine with Dr. Bill Baer

Episode 003: Leadership, Wellness, and Concierge Medicine with Dr. Bill Baer

November 21, 2017

Successful Generations Podcast Are you struggling with your health and wellness? Are you feeling stretched thin, in a mental fog, constantly …

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Episode 002: A Legacy Lost with Douglas D. Box

Episode 002: A Legacy Lost with Douglas D. Box

November 20, 2017

Successful Generations Podcast  Do you have a strong matriarch or patriarch? Do you have more drama in your family business than is healthy? …

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Episode 001: About Your Host Ellie Frey Zagel

Episode 001: About Your Host Ellie Frey Zagel

November 19, 2017

Successful Generations Podcast Welcome to the first episode of Successful Generations, a podcast for the next generation of family business, family …

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