))
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.
The podcast dedicated to Family Business. Working with your family can be both rewarding and challenging and this podcast provides you with practical tips and guidance on how to tackle some of these challenges. Check out the series on Governance, Succession, Family Dynamics and Family Business Theory. Each week we will explore the uniqueness of family businesses and provide you with the tools to help your business thrive.
P
Power Up Your Marriage and Business
1
Power Up Your Marriage and Business
Robert and Kay Lee Fukui: Business and Marriage Coaches
Being married and running a business is amazing and challenging at the same time. One of the biggest power struggles for the entrepreneur couple is work/life balance. How do you build a profitable business while prioritizing quality time at home? If this resonates then this podcast is for you. To help you create a better balance between marriage and business. Build a business that enhances your life not run it. Your hosts, Robert and Kay Lee Fukui consult and coach married couples in busines ...
The Family Money Podcast, hosted by Rick Thomas, is a broad-based discussion of challenges and opportunities faced by multi-generational family businesses. The podcast's goal is to provide valuable discussions that will help these businesses and others better navigate the often complex but significant legacies that multi-gen businesses can have on the owners, employees, and communities.
Have you ever wondered what it is like to partner with a private equity firm? The First Bite will take you through the real experiences of entrepreneurs and family business owners who have partnered with private equity. Tune in to hear it all… the challenges, misconceptions, triumphs, and advice from entrepreneurs who have taken their first bite! This series is presented by ShoreView Industries, a middle-market private equity firm based in Minneapolis, Minnesota.
The Family Business Leader Podcast is for the multi-generational family business leaders who are struggling, with the transition into upper management. There are few people that understand the relationship dynamics, pressures of trying to live up to someone else's legacy, and the overwhelm and isolation of running the family business. Leadership coach and founder of Successful Generations, Ellie Frey Zagel, gets it! After working in her family’s foundations since the age of 15 she understand ...
The Inheritors by Bloomberg|Quint Brand Studio is an existing property comprising of conversation between three Patriarchs/Inheritors/Family Business Owners and the Moderator. The series aims to showcase the massive contributions made by family businesses to the country’s economy. The Inaugural session at Bengaluru in July was an exclusive invite-only event attended by 40 family business owners , Founders, CEOs, Promoters, HNIs. Umesh Khaitan (Khaitan and Khaitan, Solicitors and Advocates), ...
L
Local Business Stories by Alignable: Careers, Entrepreneurship, Local Business and Small Business
51
Local Business Stories by Alignable: Careers, Entrepreneurship, Local Business and Small Business
Alan Belniak | Interviews with small, local, and independent business experts and entrepreneurs across North America. Also passionate solopreneurs, small/medium businesses (SMBs), and small business owners (SBOs)
Welcome to Local Business Stories by Alignable, where real business owners and leaders share real stories from Main Street. Each show, Alignable sits down with one of the local independent businesses that fuel the nation’s economy to understand what got them motivated, how they got started, what fuels their passion, and what keeps them going. You’ll hear stories from others just like you about some of the same issues you face, so you can learn from one another to move your business forward. ...
Introduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients. All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterpr…
P
Power Up Your Marriage and Business
1
Ep. 136 - Retirement Benefits Every Small Business Can Provide
40:57
40:57
Play later
Play later
Lists
Like
Liked
40:57
Most, if not all, employees want retirement benefits and I know most employers want to provide them. But many small business owners don’t think they can afford to provide them. So we sought out financial and retirement plan expert Pete Walkey, who dispels the myth that small businesses can’t afford to provide retirement benefits. You will find that…
In this two part interview with Dennis Jaffe, Ken McCracken, Daniel Trimarchi and Stacy Allred we explore the topics covered in the white paper that they have co-authored. The collaboration is an example of the work being undertaken via the Ultra High Net Worth Institute (www.uhnwinstitute.org). The white paper covers three key elements of transiti…
P
Power Up Your Marriage and Business
1
Ep. 135 - Finding True Happiness In Business with Dr. Ellen Wong
47:06
47:06
Play later
Play later
Lists
Like
Liked
47:06
Are you the high achiever, organized, hard working, and calm under pressure type of entrepreneur? Do you suffer from negative self-talk, perfectionism, struggle to relax, fear of failure/success, and have difficulty saying “no?” If you look like the pillar of strength from the outside but deal with some internal struggles (who doesn’t?), then you m…
In this two part interview with Dennis Jaffe, Ken McCracken, Daniel Trimarchi and Stacy Allred we explore the topics covered in the white paper that they have co-authored. The collaboration is an example of the work being undertaken via the Ultra High Net Worth Institute (www.uhnwinstitute.org). The white paper covers three key elements of transiti…
P
Power Up Your Marriage and Business
1
Ep. 134 - 3 Keys To Working With Your Spouse
34:34
34:34
Play later
Play later
Lists
Like
Liked
34:34
Working with your spouse is always a hot topic. We typically get three reactions. Either, “It’s amazing,” “never,” or “we’re doing the best we can.” Regardless of which camp you lie, this episode is going to help your marriage whether you work with your spouse or not. According to the Kaufman Foundation, 71% of business owners are married and about…
L
Let's Talk Family Enterprise
1
44: Prenuptials: Engaged Healthy, Wealthy & Wise
35:39
35:39
Play later
Play later
Lists
Like
Liked
35:39
Introduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their family clients. All views, information and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family En…
P
Power Up Your Marriage and Business
1
Ep. 133 - Surf, Business, Marriage, and Ministry with Bear & Cindy Woznick
52:46
52:46
Play later
Play later
Lists
Like
Liked
52:46
If you’ve never tried tandem surfing before, it’s not as easy as it looks. It takes a lot of skill, determination, coordination and teamwork. It’s two people moving as one on a surfboard. And if you don’t, you could fall and get hurt. Kinda like a marriage. Meet this week’s guest, Bear and Cindy Woznick. Tandem surf champion, author, entrepreneur, …
Business strategy is good but your mindset is the most important place to start. It doesn’t matter how good or how sound the strategy is, if you’re not comfortable with the change you’re not likely to execute well. Why? Because change is not comfortable no matter how big or small it is. But whenever you’re trying to improve your situation, it is go…
P
Power Up Your Marriage and Business
1
Ep. 131 - A Family That Entertains Together Stays Together
50:25
50:25
Play later
Play later
Lists
Like
Liked
50:25
Imagine working with your spouse and living in an RV the majority of the time. Now add four kids and a dog. That’s a recipe for…(fill in the blank) Meet this week’s guest, David and Teesha Laflin. They are a magician family that travels the country doing corporate, church and school events around the world. Yes, David does saw his wife in half. The…
If you’re like us, you started the business for greater freedom. Freedom to do what you want, when you want. Freedom to take time off to have fun and be with family when you want. Freedom to be as busy as you want. Call the shots, answer to no one, be the man (or woman). Sure you know that you need to sacrifice your personal time in the beginning t…
Introduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients. All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterpr…
P
Power Up Your Marriage and Business
1
Ep. 129 - Could Your Marriage Survive This?
52:50
52:50
Play later
Play later
Lists
Like
Liked
52:50
Unfortunately, we’ve seen many marriages end in divorce because one or both spouses couldn’t deal with some type of long term health issues, infertility, or miscarriage to name a few. You would think the spouse on the sideline would have great empathy for their partner who is going through any one of these traumatic experiences. Just one issue like…
P
Power Up Your Marriage and Business
1
Ep. 128 - Rise and Go: Leadership Lessons When You’re Down and Out
44:13
44:13
Play later
Play later
Lists
Like
Liked
44:13
What the heck would you do if you went all in on a new business venture March 1, 2020 only to see the world shutdown two weeks later? If you read the date you’ll understand what I mean. That’s what happened to this week's returning guest, Cory Carslon. He was already an executive coach but part of his income and benefits came from a part time gig t…
Introduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients. All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterpr…
P
Power Up Your Marriage and Business
1
Ep. 127 - Why Time Management Doesn’t Work To Create Greater Work-Life Balance
30:05
30:05
Play later
Play later
Lists
Like
Liked
30:05
When it comes to the topic of work-life balance, the issue of time management tends to come up. “If I was just better with my time I could get everything done.” We were recently asked in an interview for some tips on time management. While we address this issue on a regular basis, it’s in an indirect way. So we want to address this issue directly i…
P
Power Up Your Marriage and Business
1
Ep. 126 - How To Spot A Business/Investment Fraud
40:11
40:11
Play later
Play later
Lists
Like
Liked
40:11
As a business owner, you have a financial target on your back. People assume you have money and will pitch you all kinds of ideas. Anything from an MLM, cryptocurrency, gold, or the next Amazon. Not that there's anything wrong with any of those items in general. But like anything else in business, it can be overhyped, manipulated, and sometimes dow…
P
Power Up Your Marriage and Business
1
Ep. 125 - Great Things Happen Within The Margins
40:27
40:27
Play later
Play later
Lists
Like
Liked
40:27
Are you a perfectionist like me (Robert)? Do you plan everything to a “T” or pack your schedule so tight that you have no room to breathe? Have you heard some guru say, “You have a book in you”? These are some of the things we explore in this week’s episode. It’s a bunch of life and business lessons we learned from writing our first book and taking…
In this episode of the show I discuss three common myths that are often thrown at family businesses as rules or facts in order for them to act to avoid becoming a statistic themselves. The first myth is that around the number of family businesses making it to the third generation and what the often cited statistics are actually related to. We then …
T
The Family Business Leader Podcast
1
Ep #21: The Ripple Effect in Decision Making
17:38
17:38
Play later
Play later
Lists
Like
Liked
17:38
Are you aware of the ripple effect of being stuck in indecision? Whether it’s decisions in your family business or in your personal life, second-guessing one thing creates a chain reaction, meaning one simple decision can actually have profound ramifications. This week, I’m showing you how to stop feeling powerless and frustrated when you or someon…
In this episode I am joined by Fiona Graham from the Institute for Family Business as we discuss Family Business Week, some interesting research that will shortly be published and we debunk the myth that family businesses are old fashioned, “Mom and Pop Shops”. We also explore the contribution that family businesses make to the UK and global econom…
I am joined on this show by Kristin Keffeler as we discuss the myth of the silver spoon. This happens to be the title of Kristin's excellent new book which you can find out more about here In this really engaging conversation with Kristin we hear about her own story of growing up in a wealthy family. Kristin discusses how our relationship with weal…
In this episode of the show I am joined by Dr Jim Grubman as we discuss an article he has written for International Family Offices. In this article he explores the so called "70% Rule". This "rule" states that 70% of wealth transfers globally, fail. In the show Jim highlights which studies, evidence and statistics went in to the publication of the …
Well, it has been a while since I hit record on my laptop but I am back with a new series of the show that is focussing on some of the common myths that exist within the world of family business and in particular when 'marketing' to family businesses. Joining me in this series are Dr Jim Grubman, Kristin Keffeler and Fiona Graham as we look at the …
T
The Family Business Leader Podcast
1
Ep #20: Early Engagement of the Next Generation of Family Philanthropists with Molly Stifler
41:08
41:08
Play later
Play later
Lists
Like
Liked
41:08
I’m back with another conversation around engaging the next generation of adults in family philanthropy, this time with Molly Stiffler, the director of the Stifler Family Foundation. Molly is sharing the story of how she was first introduced to family philanthropy as a five-year-old, the importance of mentors, how being on non-profit boards benefit…
Introduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their clients. All views, information and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterpris…
P
Power Up Your Marriage and Business
1
Ep. 124 - Writing Marketing Messages That Sell
41:25
41:25
Play later
Play later
Lists
Like
Liked
41:25
I’m not sure if you realize but we all buy based on what we read. Sure, what we see, feel and taste are part of the sales process but ultimately, we need to read what we are buying, how to buy it and what it costs. But it’s not quite that easy. Writing compelling marketing messages that compel people to purchase can be challenging. And writing it w…
P
Power Up Your Marriage and Business
1
Ep. 123 - Secrets to Business Leadership, Succession and Work-Life Balance
50:43
50:43
Play later
Play later
Lists
Like
Liked
50:43
Succession in business isn’t often done or done well. If you look at the statistics, only 30% of first generation businesses transition to the second. Why is the success rate so low? There are a number of factors but one of the top reasons is the fear of letting go. You’ve created this baby so the idea of someone else running the business is hard. …
Tune in this week to open your world up to the idea that it’s not that you’re not good at something, you’re just not good at it yet. I’m sharing how to apply this thought to anything that’s holding you back as a leader, and how your whole mindset will change as a result. This is also an amazing tool to share with your team or the other people in yo…
P
Power Up Your Marriage and Business
1
Ep. 122 - Relationships Over Revenue: Learning from Our Book Tour
42:02
42:02
Play later
Play later
Lists
Like
Liked
42:02
We’re back from six weeks on the road. We saw the country, spacious skies, fruited plains, purple mountains majesty and went from sea to shining sea. As you know, we launched out on a daring road trip to promote our new book Tandem: The married entrepreneurs’ guide for greater work-life balance. It was meant to be part business, part travel, part n…
T
The Family Business Leader Podcast
1
Ep #18: Preparing the Next Generation with Courtney Scott
1:00:28
1:00:28
Play later
Play later
Lists
Like
Liked
1:00:28
This week, I sat down with Courtney Scott to discuss family philanthropy. Courtney comes from a ranching and banking family, and she’s here to share everything she knows about preparing the next generation to join your family foundation. She’s sharing her valuable advice for anyone thinking of bringing their children into the fold, and we also had …
L
Let's Talk Family Enterprise
1
40: Balancing Leadership at Home and Work
33:10
33:10
Play later
Play later
Lists
Like
Liked
33:10
Introduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients. All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterpr…
P
Power Up Your Marriage and Business
1
Ep. 121 - Customer Driven Leadership with Daniel Hammond
37:57
37:57
Play later
Play later
Lists
Like
Liked
37:57
You’ve heard of Servant Leadership. Well, now pay attention to Customer Driven Leadership (CDL). It’s not necessarily better than Servant Leadership, it is an addition to. Why should you pay attention to this method? For starters, it has turned million dollar companies into billion dollar earners. But more importantly for the married entrepreneur, …
T
The Family Business Leader Podcast
1
Ep #17: Engaging the Next Generation in Family Philanthropy with Tripp Frey
35:28
35:28
Play later
Play later
Lists
Like
Liked
35:28
In this episode, I’m speaking to my cousin, Tripp Frey. He is the third generation of the Frey Foundation and our board chair. He was a treasurer for many years before moving up to chair, and he’s here to discuss board work, how we stay engaged in our family’s philanthropy, and his advice for anyone who might be trying to engage the emergent genera…
T
The Family Business Leader Podcast
1
Ep #16: Engaging New Board Members in Your Family Foundation with Theo Avery
55:23
55:23
Play later
Play later
Lists
Like
Liked
55:23
This week, I’m interviewing Theo Avery, a third-generation family business leader of The Durfee Foundation. He’s here to share his insights into how his family engaged him in the foundation without pressure, and how he got involved while he was also in the process of starting out his own career. Discover how to engage the next generation in your fa…
P
Power Up Your Marriage and Business
1
Ep. 120 - Boundaries: One Key to Achieving Greater Work-Life Balance
35:38
35:38
Play later
Play later
Lists
Like
Liked
35:38
We hit week five of our book tour and we’ve heard you loud and clear. Boundaries, or lack thereof, is the number one issue that is keeping the married entrepreneur from achieving greater work-life balance. As we’ve toured the country with our dog Pippa, all of the concepts of the book have resonated with the audience. So that has reinforced to us t…
P
Power Up Your Marriage and Business
1
Ep. 119 - Crazy Times In Marriage and Business
53:20
53:20
Play later
Play later
Lists
Like
Liked
53:20
Imagine being told to leave the 9th grade and being kicked out of the house all at the same time. Then your 16 year old girlfriend tells you she’s pregnant. What do you do? Well, this week’s guest, Sean Osborn, decided it was time to grow up. He learned as much as he could about technology and eventually started, built and sold a multimillion dolla…
P
Power Up Your Marriage and Business
1
Ep. 118 - Tandem: The Married Entrepreneurs’ Guide for Greater Work-Life Balance
45:23
45:23
Play later
Play later
Lists
Like
Liked
45:23
We did a thing! Our first book is released today on Amazon. What’s it about? Work-life balance and how to win in marriage and business at the same time. Is this even possible? It is. Not only are we doing it (not perfectly) but we know other married entrepreneurs’ who are as well. And do you know the common thread between all those that are able to…
Introduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients. All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterpr…
P
Power Up Your Marriage and Business
1
Ep. 117 - Build Your Business While Being Happy and Strong
41:45
41:45
Play later
Play later
Lists
Like
Liked
41:45
It’s so easy to complain about your life and blame people and circumstances for your situation. But a wise man once told me, “no matter how bad your life is, someone else has it worse.” It’s no use complaining about things outside of your control. If you want a better life, a more fulfilled life, then take control of the things you can control. Don…
P
Power Up Your Marriage and Business
1
Ep. 116 - Marriage and Business Lessons: On the Road with Robert and Kay Lee
37:35
37:35
Play later
Play later
Lists
Like
Liked
37:35
Would you be willing to be “stuck” on a road trip with your spouse for 6 weeks? Well, that’s exactly what we’re doing. With a dog in tow, we’re driving around the country to promote our book Tandem. (link to the download the first chapter is below) So in the next several episodes where it’s just the two of us, we’ll be sharing what’s going on and t…
P
Power Up Your Marriage and Business
1
Ep. 115 - The Mergers and Acquisition of Marriage and Business
39:26
39:26
Play later
Play later
Lists
Like
Liked
39:26
It’s one thing to be married and another to work together in business. And for a man, it can be tough on the ego to lay down a successful corporate career to join your wife in her business and not be the “boss.” Meet Phil Cheng and Elizabeth Yang. Two power houses in their own right who recently completed a successful merger of business and marriag…
P
Power Up Your Marriage and Business
1
Ep. 114 - Want To Win In Business and Marriage?
40:02
40:02
Play later
Play later
Lists
Like
Liked
40:02
If you want to win in business and marriage one of the things that will accelerate your success is to get help. As marriage and business coaches this may sound self-serving but we have our own coaches as well. In fact the top executives, entrepreneurs and athletes have coaches. But if you’re like me, it’s hard to ask for help for fear of admitting …
P
Power Up Your Marriage and Business
1
Ep. 113 - “Building” The Entrepreneur’s Dream Job with Jim Adams
45:01
45:01
Play later
Play later
Lists
Like
Liked
45:01
I often hear budding entrepreneurs tell me they’re going to start a business so they can have other people manage it while they go off and do something fun or significant in their life. My response is usually an internal “eye roll” because it’s not as easy as it sounds. In fact, most business owners never see that lifestyle until they retire. In th…
L
Let's Talk Family Enterprise
1
38: Inheritance Styles: A Road Map for the Rising Generation
38:26
38:26
Play later
Play later
Lists
Like
Liked
38:26
Introduction Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients. All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterpr…
Do you treat your arguments like a competition? You need to be right and your spouse has to be wrong? Think about this. If you feel the intimacy may be eroding in your marriage, it may be due to the years of beating each other in one argument or another. Treating your spouse like a competitor as opposed to the team member they are supposed to be. I…
Welcome to this special bonus episode of the show. This follows an incredible week spent in the US with Jamie and Maureen Kelley from Bank of Oklahoma, or BOK Financial. Jamie and I attended and spoke at the brilliant Purposeful Planning Institute Rendezvous conference in Denver and then spent some time with Maureen and her team along with some cli…
P
Power Up Your Marriage and Business
1
Ep. 111 - Top 4 Financial Mistakes Business Owners Make
40:05
40:05
Play later
Play later
Lists
Like
Liked
40:05
The top reason for business failure is lack of money, pure and simple. No money, you can’t pay the bills, right? Sure, there are many reasons for that lack of money like low demand, poor marketing, or too high of overhead. Another and more common reason for lack of money is poor cash management. This is a common weak spot for most businesses and it…
We conclude our series looking at the ground-breaking research called The Quest for Legitimacy. This research spoke with rising gen family members from around the globe and asked them to share their experiences of growing up in "The Land of Giants". In this episode Jamie and I discuss the importance of humanising the giants in our lives to allow us…
P
Power Up Your Marriage and Business
1
Ep. 110 - The Most Profitable Business To Own
24:29
24:29
Play later
Play later
Lists
Like
Liked
24:29
Because of our experience consulting with businesses from a variety of industries, we often get asked “what the most profitable business to own” is. From a profit margin standpoint, my usual answer has been most service type businesses like accounting, law, financial services and life insurance. But a recent discussion with a carpool buddy led me d…
