The Voice of African Family Business identifies and addresses issues that are specific to the African continent and contribute to the progress on topics related to family business management, particularly on succession, family governance, next-generation development, and family communication. This podcast is hosted by African Family Firms("AFF"), a non-profit pan-African family business association, an association that champions the multi-generational success of African family business.
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Flexibility can be a game-changer. It cultivates the thinking, practices, and solutions a leader needs to anticipate challenges, recognize opportunity, facilitate successful outcomes, and thrive while others struggle to adapt. Welcome to The Flexible Advisor — a podcast hosted by Northern Trust Asset Management’s Laura Gregg and David Partain. Join us for insightful, sometimes provocative, conversations with thought leaders across our industry and others. With each episode we investigate tod ...
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You have a level of financial wealth in your life and are asking yourself "What now?" Join me in exploring the answers to that question. I am interviewing guests with particular insights, expertise or success around the 3 core areas of Wealth - Impact - Succession To find out more, visit https://janzenco.com/podcast Join the True Wealth Community Newsletter http://bit.ly/2lYPca9
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Healthcare And Financial Planning – With Christine Simone (Ep. 106)
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Understanding the variety of healthcare plans available to consumers, the nuances of cost and coverage, and Medicare’s inexplicable geographic variations, is no small feat. Yet, when it comes to estimating healthcare expenses, advisors have had few, if any, solutions at their disposal. In this episode, Laura Gregg and David Partain talk with Christ…
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Trust Strategies that Build Client Trust — With Nikè Anani (Ep. 105)
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Amid the Great Wealth Transfer, advisors are seeing a paradigm shift in the way clients are approaching their wealth and legacy strategies. In the second of a two-part series with Nikè Anani, Director of Next Generation for Northern Trust Wealth Management, The Flexible Advisor podcast looks at some ways in which advisors can help satisfy the objec…
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Helping a New Generation – and Your Practice – Ascend – with Nikè Anani (Ep. 104)
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The emerging generation of adults — particularly family business owners — are grappling with challenges and responsibilities their parents did not. In this episode, Laura Gregg speaks with Nikè Anani, Director of Next Generation at Northern Trust Wealth Management. Based on personal experience running her own enterprising family office and finding …
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Episode 29: Legacy and Intergenerational Wealth: Optimizing Your Family Wealth Decisions \ Richard Orlando
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Are you seeking the keys to creating lasting wealth and leaving a meaningful legacy? Delving into the depths of wealth creation and legacy building requires more than just financial acumen—it calls for a vision that transcends generations. The pursuit of lasting wealth isn't merely about accumulating assets; it's about crafting a narrative that lea…
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Episode 28: International Planning: Tax, Residence and Wealth / David Lesperance
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Are you ready to dive into a world of international tax planning, immigration and offshore wealth? If you're thinking of moving abroad, you should start planning early, consider potential risks and seek expert advice for a smooth transition of your business. Protect your assets and ensure financial stability while staying tax efficient, understand …
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Ep 103: Meet Your New Intern: Generative AI – With John Prendergast
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How generative AI could transform your practice. In this episode, Laura Gregg and David Partain talk with John Prendergast, co- founder and CEO of Blueleaf. John puts the strengths (and shortcomings) of generative AI into context for advisors – and suggests how this “lazy intern” should be managed. John discusses: ● What generative AI is, how it ev…
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Ep 102: Coaching Parents Through Some Tough Lessons – With Sarah Newcomb, Ph.D.
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Helping clients address multiple objectives can be fraught with any number of misconceptions, ingrained assumptions, and fears. Laura Gregg and David Partain talked with Sarah Newcomb, Ph.D., founder of The Thrive Financial Empowerment Center, to talk about balancing the desire to finance children’s higher education with the need to work toward a s…
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Episode 27 - Smarter Richer Braver: Crafting a Financially Savvy Generation / Marilyn Pinto
56:11
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As a parent, have you ever asked yourself if your teenagers are well equipped for their financial future as they are approaching the adult life? Have you ever wondered why schools do not provide any financial education? Do you feel overwhelmed and not well equipped to fill the gap? Well, you're not alone. In episode 27 of The True Wealth Project po…
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Ep 101: Why Succession Planning Is Essential – With Linda Willis
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Many advisors have yet to move beyond a vague idea of what a succession plan might look like, let alone formalizing one. While the concept of succession should be considered in every stage of your business, it becomes critical in the later stages. In this episode, Laura Gregg and David Partain talk with Linda Willis, founder and CEO of Career Manag…
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As The Flexible Advisor marks its 100th episode, content marketing strategist Matt Halloran joins hosts Laura Gregg and David Partain to discuss the podcast’s genesis, evolving scope, and most impactful topics. Originally focusing on proprietary research, The Flexible Advisor has become a dynamic forum exploring multiple aspects of many topics conc…
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Episode 26 - Selling More Than a Business: The Heart and Soul of Transition / Denise Logan
1:28:17
1:28:17
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Imagine this: You've poured your heart and soul into building a successful business. You've navigated the highs and lows, celebrated victories, and weathered storms. Your company isn't just a source of income; it's your legacy, your pride, your life's work. And then, the time comes to part ways. It's a moment of profound significance, not just in f…
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Ep 99: Assessing the Impact of Secure Act 2.0 — With Lee Freitag
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Limited access and chronic under-saving continue to leave many Americans ill-equipped for retirement. New legislation may have a meaningful impact in getting more people access and saving in workplace sponsored retirement plans. In this episode, Laura Gregg and David Partain are joined by Lee Freitag, former practice lead of the Retirement Solution…
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Ep 98: Your Personal Brand: Capitalize on Your Strengths – With Susan Danzig
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Creating a distinct personal brand may be the most important (and underestimated) thing you can do to attract ideal clients and enhance your practice. In this podcast episode, Laura Gregg and David Partain invite Susan Danzig, a certified business development coach, to discuss how your brand can help clients and prospects understand who you are and…
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Episode 25 - The Path to True Wealth and Financial Freedom / Jason Graystone
1:04:32
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In today's fast-paced world, we often find ourselves chasing success and wealth, driven by societal expectations and external symbols of prosperity. The pressure to keep up with the Joneses can lead us astray from our true passions and values, leaving us feeling unfulfilled and disconnected from our genuine selves. Deep down, we know that true weal…
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Ep 97: The Art of the Nudge – With Patrick Fagan
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We know that internal biases form specific client personas which, in turn, shape a person’s approach to making financial decisions. Financial professionals can use those biases as a “nudge” rather than an obstacle to build more productive client relationships. In this episode, Laura Gregg and David Partain speak with Patrick Fagan, Chief Scientific…
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Ep 96: Reaching and Retaining Next-Generation Investors – with Ryan George
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The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client dynamic – particularly when it comes to young investors. Ryan George, Chief Marketing Officer at Docupace, shares insights from his firm’s recent white paper — Five Ways to Capitalize on the Changi…
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Ep 95: Clients Want More Than Advice; They Want A Plan – With Chazz Logue
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Why pay a financial advisor for services available on a host of digital platforms? Today’s clients expect more from a paid financial professional than a diversified investment portfolio. They appreciate advice, but they expect a plan. In this episode, Laura Gregg speaks with Chazz Logue, Regional Director and Business Development Team Lead of Advic…
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Ep 94: When Children Are Not Part of the Plan – With Pamela Lucina
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The new generation of investors includes a growing and influential population: childless/child-free clients. They present a distinctly unique set of priorities, objectives, concerns, and expectations. In this episode, Pamela Lucina, President of the Northern Trust Institute and Head of Trust and Advisory Practice, talks with Laura Gregg and David P…
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Succession planning during the pandemic period and beyond
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Succession Planning during the Pandemic and beyond with Mworia Kaibung'a www.africanfamilyfirms.org www.nhakalegacy.com www.nikeanani.comBy African Family Firms
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Ep 93: Two Pages That Can Elevate Your Clients’ Experience – with Brad Connors of iWealth
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Clients who feel engaged in the planning process are more likely to have a positive experience. But how do you better engage clients in the process? In this episode, Laura Gregg and David Partain speak with Brad Connors, CEO of iWealth. Brad talks about iWealth’s proprietary software, FDC Plan on Purpose, which helps advisors demonstrate … Read Mor…
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Succession in family businesses: Right, responsibility, or a privilege?
38:43
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Succession in family businesses_ right, responsibility or privilege with Krishnan Natarajan www.africanfamilyfirms.org www.nhakalegacy.com www.nikeanani.com"By African Family Firms
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COVID -19 summit to help Family Businesses cope with the pressures of the pandemic. www.africanfamilyfirms.org www.nhakalegacy.com www.nikeanani.comBy African Family Firms
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EP 92: The Financial Coach Can Use A Coach – With Lacy Garcia of Willow
25:24
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It’s not just you. Most advisors face the same challenge. Your client base is broadening and diversifying. You need to provide more sophisticated, more personalized solutions but where do you find the right resources? In this episode, Laura Gregg and David Partain speak with Lacy Garcia, Founder and CEO of Willow, an award-winning financial technol…
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Impact of COVID-19 on markets and busines
13:33
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Impact of Coronavirus outbreak on financial markets www.africanfamilyfirms.org www.nhakalegacy.com www.nikeanani.comBy African Family Firms
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Ep 91: Going Solo: Making a Leap of Faith — with Kaysian Gordon
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Building a practice from scratch after years in a large-team environment may not be easy, but it can be immensely rewarding. In this episode, we invited Kaysian Gordon, Founder and Wealth Advisor at Kaysi Gordon Financial Planning, to talk about how she came to that decision, and the lessons she has learned that can benefit … Read More Read More…
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Spotlight on Technology sector with Iyin AboyejiBy African Family Firms
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Managing Family Business Innovation with Prof Alfredo De Massis, Ph.D. www.africanfamilyfirms.org www.nhakalegacy.com www.nikeanani.comBy African Family Firms
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Keynote panel discussion: Focus: Raising the next generation
59:32
59:32
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Panel members: Prof Elmarie Venter (Nelson Mandela University Family Business Unit, South Africa); Mrs Nike Anani (African Family Firms); Mrs Andrea Benkenstein Kruger (PWC, South Africa); Mrs Phyllis Bourne (Bourne Global Estates and Investments Africa Ltd., South Africa).By African Family Firms
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Ep 90: Overcoming Adversity: GRIT As A Game Changer — With Austin Hatch
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It’s True: GRIT can be a game-changer. In this episode, Austin Hatch – a motivational speaker, athlete, and remarkable survivor—shares his inspiring journey and lessons that can help others respond to unexpected circumstances. Tune in for Austin’s powerful story and learn how the G.R.I.T. framework can help managers adapt to today’s challenges. Aus…
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Presentation: PwC Africa NextGen survey 2022 - Today and beyond
22:03
22:03
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The next generation challenges the status quo of family business. Presenter: Mrs Andrea Benkenstein Kruger (PWC, South Africa).By African Family Firms
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Author Interview with Mrs Nike Anani - Lifetime to Legacy
26:01
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Unpacking a new vision for multigenerational family businesses and demystifying the world that is family business from an African perspective. Interview led by: Prof Shelley Farrington (Nelson Mandela University Family Business Unit, South Africa).By 8
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Ep 89: Assessing The Advisor Landscape—with Michelle Lynn of Bloomberg
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What has changed in the advisor landscape? What are advisors doing differently? In this episode, Laura Gregg and David Partain talk with Michelle Lynn, Global Head of Data Science and Insights at Bloomberg Media Organization about the research she leads on the state of the advisor landscape. Michelle explains why Bloomberg supports this long-runnin…
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Episode 24 - Doing good AND doing well - is it possible? / Bessi Graham
1:15:58
1:15:58
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Are you an entrepreneur who wants to positively impact the world? Do you feel that despite your success in business you haven’t found fulfilment and have doubts if you can actually leverage your wealth to make a massive difference? Do you believe that “doing good” and “making money” can’t exist together and that the only way you can contribute is b…
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Family business in ukwalusa kwemfuyo (herding livestock)
25:08
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Day 2, Session 5: T opic: Family business in ukwalusa kwemfuyo (herding livestock): Conceptualising the philosophy within Xhosa people as a practice. Presenter: Mr Siyabonga Sirayi (Nelson Mandela University, South Africa).By African Family Firms
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Senior entrepreneurship and the takeover of family businesses: The case of Moroccan family-owned SMEs.
28:41
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Presenter: Mrs Sanelisiwe Bulelwa Siyotula-Tschappe (Nelson Mandela University, South Africa). Co-authored with Prof Elmarie Venter (Nelson Mandela University, South Africa) and Prof Dr Stefan Prigge (HSBA Hamburg School of Business Administration, Germany).By African Family Firms
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Ep 88: How SEC rule 206(4) could change your business model — With Paul Binnion
36:22
36:22
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Are you familiar with the SEC’s 206(4) proposal? Will you be compliant? In this episode, Laura Gregg and David Partain are joined by Paul Binnion of Hanlon Investment Management to consider the intent and potential impact of the proposal. If you outsource certain investment functions or have been evaluating third-party service providers, join us to…
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Financial management and family business performance in Ghana
24:36
24:36
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Day 2, Session 3: Topic: Financial management and family business performance in Ghana. Presenter: Mr Dennis Owusu Oteng (Nobel International Business School, Ghana).By African Family Firms
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Developing a theoretical framework for understanding family firm innovation behaviour
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Day 2, Session 2 Topic: Developing a theoretical framework for understanding family firm innovation behaviour. Presenter: Mr Kwame Ntim Sekyere (Ghana Communication Technology University, Ghana).By African Family Firms
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The moderating influence of socio-emotional wealth on the innovation choices and outputs
18:25
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Day 2, Session 1: Topic: The moderating influence of socioemotional wealth on the innovation choices and outputs of South African family businesses – A proposed conceptual model. Presenter: Prof Elmarie Venter and Mr William Aka Ndang (Nelson Mandela University, South Africa).By African Family Firms
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Keynote panel discussion: The regeneration power of family businesses
58:02
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Panel members: Mr Creagh Sudding and Mr Alan Barr (KPMG, South Africa); Prof Elmarie Venter and Dr Welcome Kupangwa (Nelson Mandela University Family Business Unit, South Africa); DrBy African Family Firms
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KPMG Report – The regeneration power of family businesses
27:56
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The regeneration power of family businesses. Presenters: Mr Alan Barr and Mr Creagh Sudding (KPMG, South Africa)By African Family Firms
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Senior entrepreneurship and the takeover of family businesses: The case of Moroccan family-owned SMEs.
23:19
23:19
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The case of Moroccan family-owned SMEs. Presenters: Mr Brahim Ouzaka and Prof Saïd Ouhadi (Cadi Ayyad University- Marrakesh, Morocco).By African Family Firms
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African family business research – initial explorations of the field.
24:49
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African family business research – initial explorations of the field. Presenters: Ms Cassidy Billings and Prof Shelley Farrington (Nelson Mandela University, South Africa).By African Family Firms
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Episode 23 - How to become a time wealthy entrepreneurial parent / Jamie Selby
1:24:16
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Are you a busy entrepreneur who struggles to maintain a healthy work/life balance?Maybe you feel like your family relationships are not what you want them to be because you don’t spend enough quality time with your loved ones.But does it have to be like that?Being successful in your business or having a higher position in a company is a great thing…
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Ep 87: Take Your Passion To Work Today with Regina Huber
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How can your favorite pastime — running, cooking, travel… whatever — boost your performance, increase job satisfaction, build a stronger team culture? In this episode, Laura Gregg and David Partain speak with Regina Huber, the CEO and founder of Transform Your Performance, about the powerful connection between our hobbies and our professional lives…
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Family businesses and dynamic capabilities: A systematic literature review.
17:44
17:44
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Day 1, Session 2: Topic: Family businesses and dynamic capabilities: A systematic literature review. Presenter: Mrs Angela Pike-Bowles (University of Fort Hare, South Africa); co-authored with Dr Juliet Puchert-Townes and Prof Willie Chinyamurindi (University of Fort Hare, South Africa).By African Family Firms
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Strategic business values in indigenous Black South African family businesses
51:05
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Day 1, Session 1 : Topic: Strategic business values in indigenous Black South African family businesses. Presenter: Dr Welcome Kupangwa (Nelson Mandela University, South Africa); co-authored with Prof Shelley Farrington and Prof Elmarie Venter (Nelson Mandela University Family Business Unit, South Africa)…
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African Women in Family Business: Keynote with One Oreeng exploring her journey to the top
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African Women in Family Business: Keynote with One Oreeng exploring her journey to the topBy African Family Firms
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African Women In Family Business Conference: Ella Chase and Veronica Yepe
58:24
58:24
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Keynote address on Reimagining Family Enterprises: A Balance Between Both Masculine and Feminine Speakers: Ella Chase & Veronica YepezBy African Family Firms
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Ep 86: Your Most Valuable Asset: Personal Branding with April Rudin
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Just as people look online to check a restaurant or service provider before making a reservation or appointment, prospects and referrals are probably vetting you (among others) to determine whether to contact you. Who are they seeing? In this episode, Laura Gregg and David Partain dive into the world of digital marketing and personal branding … Rea…
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