Lets Talk Family Enterprise explores global ideas, concepts and models related to family enterprise advising. Brought to you by Family Enterprise Canada, specifically created for FEA designates and members of Family Enterprise Canada.
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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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Join us on a journey through the minds of successful business trailblazers with "Distilled Wisdom," a podcast dedicated to uncovering the secrets behind thriving enterprises. Hosted by Adam Ferracane, Founder of the rapidly expanding Refresh family of brands, each episode is a deep dive into the world of business innovation and leadership. Why Listen to Distilled Wisdom? Exclusive Insights: Get up-close with Founders and key leaders across diverse industries, as they share not just their suc ...
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1
The Difference Between Market Cap & Enterprise Value Explained in 4 Minutes
3:55
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1
The Difference Between Market Cap & Enterprise Value Explained in 4 Minutes
3:55
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1
Assets vs. Liabilities: Understanding the Difference for Financial Success
4:29
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1
Assets vs. Liabilities: Understanding the Difference for Financial Success
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1
The Boring Business That Made Me A Millionaire. - Adam's Corner
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In this segment, Adam Ferracane, founder of Refresh and a seasoned entrepreneur, dives deep into the simple yet incredibly effective business model that skyrocketed him to millionaire status. This episode is a goldmine for anyone interested in franchise opportunities, startups, entrepreneurship, and investing. Adam breaks down the core operations o…
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1
The Best 7 Investments For High Net Worth Individuals
8:42
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1
The Best 7 Investments For High Net Worth Individuals
8:42
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1
59: Mental Health Impacting Intergenerational Wealth Transfers
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In this episode, Aileen Miziolek talks with bestselling author and award-winning speaker, Dr. Thomas Deans, about the impact of mental health on intergenerational wealth transfers and how it led him to write his new book, The Happy Inheritor: How Successful Families Prepare Heirs and Transfer Wealth. Welcome to Let’s Talk Family Enterprise, a podca…
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1
What Does an Investment Advisor Do? (4 ESSENTIAL Things IAs Should Be Doing)
8:33
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1
What Does an Investment Advisor Do? (4 ESSENTIAL Things IAs Should Be Doing)
8:33
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1
The 7 Most Common Retirement Mistakes (And How To Avoid Them)
7:19
7:19
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1
The 7 Most Common Retirement Mistakes (And How To Avoid Them)
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1
Investment Advisor Reacts to "Financial Advice" on TikTok
10:02
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1
Investment Advisor Reacts to "Financial Advice" on TikTok
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1
Business is changing in 2024! | Part 2 of Pete Lankarge Chat
1:08:23
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Welcome to part two of our thrilling podcast series! In this episode, Pete, a seasoned franchise professional with a fascinating background in baseball and music, shares how his diverse experiences shape his current role in franchising. Alongside our insightful host Adam, they dive into the collaborative spirit of the franchise industry and the int…
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1
Honest conversation about franchising and business | Part 1
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Get ready for an exciting two-part podcast series that you won't want to miss! In part one of this dynamic episode, Adam, our engaging host and franchisor, sits down with Pete, a passionate franchise development representative, for a multifaceted conversation that covers a wide array of topics. Kicking things off, Adam and Pete dive deep into the i…
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58: Sustainability and ESG in Family Enterprises
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Host Steve Legler speaks with Professor Pramodita Sharma about sustainability and how family enterprises are uniquely placed to take advantage of business trends in this area. Pramodita shares inspiring stories based on her research, and points family businesses and their advisors into some promising directions. Welcome to Let’s Talk Family Enterpr…
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1
What Does a "Portfolio Manager" ACTUALLY Do? (13 Things PMs *Should* Be Doing)
13:03
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What Does a "Portfolio Manager" ACTUALLY Do? (13 Things PMs *Should* Be Doing)
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1
How franchise law in Canada works! - Interview with Chad Finkelstein
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Explore the vital world of franchise law with expert attorney Chad Finkelstein from Canada with Host Adam Ferracane on the Distilled Wisdom podcast. This episode is a deep dive into the complexities of expanding a franchise in Canada, featuring discussions on the nuances of franchise registration—or the lack thereof—in the Canadian market. Learn ho…
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1
From startup to established franchise business - Interview CEO Jeff Dumont w Waterstreet
2:05:24
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Dive into transforming a startup into an established franchise business. This episode explores the crucial role of technology in elevating franchise management and ensuring franchisee success. Jeff, as a startup founder, with his unique background from the music industry, discusses the essentials of change management and adapting to innovative syst…
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In this episode, host Steve Legler speaks with Professor Peter Vogel of IMD Business School to discuss Vogel's recent book, Family Office Navigator. Together, they highlight the critical role advisors can play when business families consider setting up a family office or want to take a fresh look at what they currently have in place. Welcome to Let…
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1
Is Franchising the Key to Your Business Success? - Jason Horowitz Interview
1:11:34
1:11:34
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Jason Horowitz, the first franchisee in the EventPrep network, shares his journey from working in various hospitality roles to becoming a franchisee. He details EventPrep's services, which include assisting clients with meeting and event location scouting and contract negotiations, and explains the company's unique franchise model that lacks protec…
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1
What Makes Billionaires Different From The Rest Of Us?
6:34
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1
What Makes Billionaires Different From The Rest Of Us?
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1
Interview | Unleashing the Power of Franchising: Valenta's Journey to Success
57:18
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In this episode of "Distilled Wisdom," host Adam interviews Jayesh Kasim, co-founder of Valenta, about the company's journey and franchising model. Valenta offers consulting, technology, and staffing services to enhance business profitability. Jayesh discusses the company's expansion, the challenges of different legal structures, and the importance…
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1
Succession Planning | Key Steps for Effective Succession Management
9:12
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1
Succession Planning | Key Steps for Effective Succession Management
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56: The Link Between Family Business Research and Advising
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Ambreen Bhaloo, Family Enterprise Advisor, guest hosts this episode and welcomes Francesco Barbera, Associate Professor of Entrepreneurship and Strategy at The Ted Rogers School of Management for an in-depth discussion on the issue of homogeneity (all family firms are the same) vs. heterogeneity (all family firms are unique). In what ways does fami…
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1
You Just Sold Your Business!...Now What? (Financial Planning, Goal Setting & More!)
9:16
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1
You Just Sold Your Business!...Now What? (Financial Planning, Goal Setting & More!)
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1
Bloomin Blinds Franchise Story! Co-Founder talks home service business ownership!
1:11:47
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Sit down with Kristopher Stuart, the visionary COO and Co-Founder of Bloomin' Blinds, for an in-depth exploration of the home service franchise and the intricacies of business ownership. Their conversation delves into the foundational elements of scaling a successful franchise, navigating the competitive landscape of home services, and the pivotal …
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1
Top 6 Alternative Investments To Diversify Your Portfolio (Other Than Stocks & Bonds)
9:47
9:47
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1
Top 6 Alternative Investments To Diversify Your Portfolio (Other Than Stocks & Bonds)
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📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …
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📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …
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1
55: Rising Gen Innovation and Creativity in Family Business
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In this episode, Host and Family Enterprise Advisor, Aileen Miziolek, talks with Purpose & Identity Coach Perry Gladstone about how family businesses benefit from NextGen innovation and creativity while sharing solutions that allow all parties involved to find the agency and support they need to make it happen. Welcome to Let’s Talk Family Enterpri…
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1
Whats next? Interview talking life and business | Interview Lauren Johnson
1:45:12
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Whats next? Thats the question Lauren Johnson asks throughout life and business. Discover Lauren Johnson's entrepreneurial journey in this insightful episode of 'Distilled Wisdom' with host Adam Ferracane. Lauren dives deep into her decision to transition from a traditional career path to embracing the challenges and rewards of franchise ownership.…
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1
The Best Ways To Protect Your Portfolio From Volatility
8:09
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1
The Best Ways To Protect Your Portfolio From Volatility
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1
Why You Need A "Fiduciary" To Manage Your Money
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Why You Need A "Fiduciary" To Manage Your Money
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1
Interview John Hewitt - Founder of Jackson Hewitt, Liberty Tax & Loyalty Brands
1:03:52
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Join Adam as he explores the entrepreneurial journey of John T. Hewitt. From his early days at H&R Block to founding industry giants like Jackson Hewitt and Liberty Tax Service, John's story is a masterclass in innovation and resilience. In this episode, discover how John revolutionized tax preparation with his decision-tree software, and learn abo…
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1
How To Protect YOUR Money Against Investment Scams
5:54
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1
How To Protect YOUR Money Against Investment Scams
5:54
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How Alternative Investments Can Strengthen Your Portfolio | With Invico's Jason Brooks
23:55
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How Alternative Investments Can Strengthen Your Portfolio | With Invico's Jason Brooks
23:55
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1
What Does Managing $900 Million Of Real Estate Look Like? With Equiton’s Geoff Lang
14:11
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What Does Managing $900 Million Of Real Estate Look Like? With Equiton’s Geoff Lang
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📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …
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In their traditional annual “retrospective” episode, hosts Steve Legler and Ruth Steverlynck discuss highlights from some of the episodes that debuted in 2023, hoping to stimulate listeners to re-listen for great content they may have missed the first time. Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts, and mo…
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