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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New Business podcast. The podcast for CEO's, business owners, entrepreneurs and professionals who run a public, private or family business. You'll discover the strategies that business leaders use to grow their business, elevate their wealth and integrate their family prosperity. Topics include family office, entrepreneurship, leadership, strategy, marketing, operations, family dynamics, wealth management, buy and selling, mergers and acquisitions and much more. If you own a startup, small b ...
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The Disruptive Successor Show is a podcast for next-generation leaders in family businesses and entrepreneurs who want to disrupt the status quo to grow their business and take it to the next level. We all know that what got us here isnβt going to get us there. If you are taking control over your familyβs business or trying to get your business to the next level, you will need inspiration, advice and resources to help you create a massive impact. Listeners of my show include not only the mil ...
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Welcome to TodaysBusinessRadio.com. We are a combination of an on air radio show at KTLK AM 1130, Minneapolis, MN and our online and on demand βbusiness reference libraryβ of over 100 interviews with business advisors, in podcast format. Our mission is to help business owners to: increase enterprise value, improve profitability, control expenses and formulate an exit strategy for the business.
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Episode 177 - Talking Family Enterprise with M&A Advisor R. Adam Smith
37:31
37:31
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R. Adam Smith is a distinguished strategic advisor, financier, and deal maker with over two decades of experience in private company finance and family offices. As a LinkedIn Top Voice and seasoned board member of 10x companies, he brings extensive expertise in family business dynamics. He is the founder and host of Family Business Audiocast, the sβ¦
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1
The Difference Between Market Cap & Enterprise Value Explained in 4 Minutes
3:55
3:55
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π 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/ π Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj π© Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market β¦
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1
The Difference Between Market Cap & Enterprise Value Explained in 4 Minutes
3:55
3:55
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π 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/ π Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj π© Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market β¦
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1
Episode 178 - The Quantum Leap Technique with Mark Sherer, PhD.
48:41
48:41
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Known as βthe coach for coachesβ, Mark Scherer has had the pleasure of working with thousands of individuals, including executives, entrepreneurs, healthcare professionals, coaches, and leaders - enabling them to navigate the most challenging personal chapters of their lives. As a certified business mentor, Mark applies his many modalities to help β¦
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1
Assets vs. Liabilities: Understanding the Difference for Financial Success
4:29
4:29
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π 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/ π Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj π© Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market β¦
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1
Assets vs. Liabilities: Understanding the Difference for Financial Success
4:29
4:29
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1
Episode 176 - Talking with Scott Snider, Next-Gen Leader and President of Exit Planning Institute
43:36
43:36
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Scott Snider is a recognized expert in family business dynamics and the CEO of Exit Planning Institute (EPI), where he leads efforts to educate advisors and business owners on succession planning and value acceleration strategies. With a background in finance and a passion for helping businesses navigate leadership transitions and maximize their vaβ¦
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Episode 175 - Models for Next Gen Giving β Unleashing the Power of Philanthropy with Shelley Hoss and Drew Hoeven
48:13
48:13
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Shelley Hoss, Chief Executive Officer at Orange County Community Foundation, brings over 38 years of leadership in philanthropic organizations to the discussion. She offers deep insights into the transformative role of community foundations in integrating philanthropy into business models. Shelley highlights how such integration not only enhances cβ¦
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1
The Best 7 Investments For High Net Worth Individuals
8:42
8:42
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1
The Best 7 Investments For High Net Worth Individuals
8:42
8:42
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π 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/ π Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj π© Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market β¦
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1
Episode 174 - Talking Time and Priority Management with Time Boss, Andrew Hartman
34:53
34:53
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Andrew Hartman, is a seasoned professional with over two decades of experience in marketing tech firms and software startups. Specializing in time management and strategic prioritization, Andrew developed the Time Boss Model to help individuals achieve their goals without compromising their mental health. After experiencing burnout and significant β¦
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59: Mental Health Impacting Intergenerational Wealth Transfers
38:25
38:25
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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 Letβs Talk Family Enterprise, a podcaβ¦
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1
What Does an Investment Advisor Do? (4 ESSENTIAL Things IAs Should Be Doing)
8:33
8:33
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π 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/ π Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj π© Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market β¦
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1
What Does an Investment Advisor Do? (4 ESSENTIAL Things IAs Should Be Doing)
8:33
8:33
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π 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/ π Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj π© Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market β¦
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1
Episode 173 - The Sales Conversation with Nikki Rausch
50:29
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Nikki Rausch, founder of Sales Maven, is a renowned sales expert, author, and speaker specializing in neuro-linguistic programming (NLP) to enhance sales conversations and strategies. With over 25 years of experience in sales and sales training, Nikki helps entrepreneurs and business leaders improve their communication skills, build authentic relatβ¦
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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)
7:19
7:19
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1
Episode 172 - Navigating Generational Transfer and Entrepreneurship with Steve Hasty
45:04
45:04
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Steve Hasty is a dynamic second-generation family business owner and entrepreneur, currently serving as the president and owner of Hasty Awards, a leading company in the awards industry. With over 30 years of experience, Steve has significantly expanded the business, diversifying its product offerings and transforming it into a major player in the β¦
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1
Investment Advisor Reacts to "Financial Advice" on TikTok
10:02
10:02
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1
Investment Advisor Reacts to "Financial Advice" on TikTok
10:02
10:02
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1
Episode 171 - Talking with Jon Bassford, Your Fractional Operations Executive
39:44
39:44
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Jon Bassford is a visionary entrepreneur and operations professional who thrives on creating and driving change. As the Founder and CEO of Lateral Solutions, an operations management company, our guest specializes in helping organizations achieve growth through streamlined and effective operations. In the entrepreneurial and business world, "10X" iβ¦
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58: Sustainability and ESG in Family Enterprises
35:21
35:21
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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 Letβs Talk Family Enterprβ¦
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Episode 170 - Thinking Ahead About How to Thrive with Leadership Advisor Steven Wilkinson
56:38
56:38
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Steven Wilkinson is a seasoned advisor with 35 years of experience in investing and company leadership, specializing in guiding owner managers of mid-market companies through transitions and growth phases. Based in Ireland, Steven brings a unique perspective rooted in his background working at the intersection of finance and entrepreneurship, partiβ¦
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1
What Does a "Portfolio Manager" ACTUALLY Do? (13 Things PMs *Should* Be Doing)
13:03
13:03
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π 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/ π Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj π© Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market β¦
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1
What Does a "Portfolio Manager" ACTUALLY Do? (13 Things PMs *Should* Be Doing)
13:03
13:03
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π 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/ π Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj π© Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market β¦
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1
Episode 169 - Career and Leadership Coaching designed for Gen Z and Millennials by Madeline Miller
40:30
40:30
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Madeline Miller, a seasoned executive coach and former attorney, brings a unique blend of experience and insight to her work. With a career spanning across diverse sectors and continents, from corporate law to entertainment, including a role as a production attorney on the James Bond franchise, Madeline has honed her ability to navigate uncertaintyβ¦
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1
Episode 168 - How and Why Having Difficult Conversations Matter with Maryann G. Bell
47:35
47:35
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Maryann G. Bell is a seasoned partner at Wingspan Legacy Partners, an esteemed family business advisory firm. With a wealth of experience garnered from her tenure at Goldman Sachs across New York, Boston, and London, coupled with her MBA from Harvard University, Maryann brings invaluable insights to the complexities of multi-generational family entβ¦
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Episode 167 - Entrepreneur Franco Perez is Reimagining Mobile Homes and Expanding Affordable Housing across the Bay Area
33:31
33:31
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Franco Perez is an innovative entrepreneur and the driving force behind Franco Mobile Homes. Growing up in a family with unstable housing, Franco was determined to create affordable housing solutions in Silicon Valley and beyond. He discovered the potential of mobile home parks and has since built a successful business focused on helping families tβ¦
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1
Episode 166 - Squeezing the Juice with Financial Advisor Jennifer Lee
32:35
32:35
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Jennifer Lee is a highly experienced financial expert and the founder of Modern Wealth, a Sarasota-based firm specializing in guiding individuals through significant life transitions. With over three decades of industry experience, Jennifer's approach is deeply rooted in understanding her clients' values and aspirations, translating financial resouβ¦
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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 Letβ¦
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Episode 165 - Succession Planning Mindset Musts for a Business Owner with Gina Cotner and Dorian Zarbakhsh
42:42
42:42
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Gina Cotner is the founder and CEO of Athena Executive Services, a pioneering firm that pairs virtual executive assistants with busy entrepreneurs and executives across the United States. With over 15 years of experience working remotely on national and international teams, Gina brings a wealth of knowledge in optimizing productivity and streamliniβ¦
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Episode 164 - Bridging the Gap from Winning Athlete to Thriving Entrepreneur with Jay Dixon
39:40
39:40
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Jay Dixon is a dynamic entrepreneur and former athlete who has seamlessly transitioned his passion for sports into the world of business. With a background in football and a drive for success, Jay founded multiple successful companies and actively participated in numerous business transactions. His latest endeavor, SuccessCoach.com, stands as a tesβ¦
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1
What Makes Billionaires Different From The Rest Of Us?
6:34
6:34
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π 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/ π Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj π© Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market β¦
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1
What Makes Billionaires Different From The Rest Of Us?
6:34
6:34
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1
Succession Planning | Key Steps for Effective Succession Management
9:12
9:12
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1
Succession Planning | Key Steps for Effective Succession Management
9:12
9:12
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π 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/ π Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj π© Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market β¦
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1
Episode 163 - Talking Tax Mitigation Strategies with Dan Whittaker, CPA
45:40
45:40
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Dan Whittaker, a seasoned CPA and entrepreneur with over 30 years of experience, stands at the intersection of financial expertise and family business insight. As the founder of Whitaker and Company, established in 1999, he has dedicated his career to helping family-owned and closely held businesses in the lower-middle market achieve financial succβ¦
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56: The Link Between Family Business Research and Advising
28:40
28:40
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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 famiβ¦
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1
You Just Sold Your Business!...Now What? (Financial Planning, Goal Setting & More!)
9:16
9:16
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1
You Just Sold Your Business!...Now What? (Financial Planning, Goal Setting & More!)
9:16
9:16
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1
Episode 162 - How My Client Justin White 10xβed His Business
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Justin White is the CEO of K&D Landscaping, a family business that he took over at the age of 25. Under his leadership, the company has experienced significant growth, expanding its revenues, profits, and enterprise value. Justin is also a coach and the founder of The JW Group, where he helps other entrepreneurs and business owners achieve their goβ¦
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1
Episode 161 - Generational Transitions: Navigating the Sale of Your Family Business with Kevin Berson
46:28
46:28
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Join Jonathan Goldhill in a riveting episode of Disruptive Successor as he delves into the intricate world of mergers and acquisitions with seasoned expert Kevin Berson. Uncover the common misconceptions, challenges, and success stories behind selling businesses, whether you're a family-owned enterprise or a thriving IT managed service provider. Gaβ¦
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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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Top 6 Alternative Investments To Diversify Your Portfolio (Other Than Stocks & Bonds)
9:47
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Episode 160 - A Conversation with Les OβHara - Another Coach to Contractors
42:02
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In this episode of the Disruptive Successor, Jonathan Goldhill and Les O'Hara delve into the essential elements of entrepreneurial success, focusing on mastering time management and leveraging automation tools for business growth. Les shares his journey as a serial entrepreneur and the pivotal role of financial education, marketing, and CRM systemsβ¦
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π 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/ π Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj π© Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market β¦
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π 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/ π Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj π© Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market β¦
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Episode 159 - Talking about Content Marketing Powered by AI with Cody Schneider
46:22
46:22
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In this episode of the Disruptive Successor, Jonathan Goldhill engages in a dynamic conversation with Cody Schneider, an entrepreneur and digital marketer, exploring the journey from traditional family businesses to disruptive digital marketing strategies. Cody shares his experiences transitioning from unsexy industries to creating AI tools for conβ¦
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55: Rising Gen Innovation and Creativity in Family Business
30:52
30:52
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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 Letβs Talk Family Enterpriβ¦
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1
The Best Ways To Protect Your Portfolio From Volatility
8:09
8:09
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