EPISODE 11: Understanding the Role of a Counselor in Multi-Generational Families

Rod Zeeb The Role of a Counselor in Multi-Generational Families.m4a

In this episode: Thayer Willis is an author, speaker, and leading authority in the area of wealth counseling. Born into the founding family of the multinational Georgia-Pacific Corporation, she brings to her field a unique insider’s perspective on contending with family dynamics as they relate to the mental and emotional challenges of wealth. Our topic is the psychology of wealth and the issues faced in the rare world of inheritors including some of the wrong assumptions that people make about that world.

Length: 24 minutes

EPISODE 10: Insight into the changes happening in the world of financial services

Rod Zeeb Changes in the World of Financial Services.m4a

In this episode: Paul Binnion with Hanlon Investment Management talks about the changes that have happened and are happening in the investment advisory world from transactional relationships to consultative relationships.

Length: 36 Minutes

EPISODE 9: How philanthropy benefits professionals and the families they serve

Rod Zeeb The Use of Philanthropy in Multi-Generational Families.m4a

In this episode: Marty Dutch, VP, Director of Philanthropy Services at First Foundation in Irvine, CA and Past President of the International Association of Advisors in Philanthropy talks about philanthropy and how it benefits both professionals and the families they serve.

Length: 42 Minutes

EPISODE 8: Discover the key to deeper, more significant, and longer-lasting client relationships

Rod Zeeb THE KEY TO DEEPER, MORE SUCCESSFUL CLIENT RELATIONSHIPS

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In this episode: Providing experiential learning experiences for your clients will lead to deeper relationships, higher client retention, more and better introductions, more revenue now and in the future, happier clients, and a more satisfying experience for the advisor.

Length: 16 minutes

EPISODE 7: A ‘shift’ is happening in the planning world

Rod Zeeb THE SHIFT IS HERE, ARE YOU READY?

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In this episode: There is a tsunami-level shift taking place in the planning world. You might not be aware of how deep it is. This shift is being driven by clients who are being more vocal than they have ever been about the outcomes they are seeking from the work they do with their advisors. Rod Zeeb suggests that you may not have the big picture about this shift, and what it means to your business.

Length: 18 minutes

EPISODE 6: How to become your client’s trusted advisor

Rod Zeeb BECOMING YOUR CLIENTS TRUSTED ADVISOR

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In this episode: Most people experience different levels of trust with their various advisors, and your clients certainly trust you. But, are you the trusted advisor they call when anything major (not just legal or financial) happens in their lives? Here is how to move up to that level of trust.

Length: 22 minutes

EPISODE 5: The backstory of the Heritage Institute

Rod Zeeb THE HISTORY OF THE HERITAGE INSTITUTE

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In this episode: Heritage Institute founder and CEO, Rod Zeeb describes the origins and mission of the Institute, the value it delivers to advisors, and its development into the premier source of training for advisors who are ready to take their practices to the highest level.

Length: 12 minutes

EPISODE 4: How to enroll clients by utilizing a very special kind of conversation

Rod Zeeb & Lori Coonen ENROLLING CLIENTS WITH THE ALIGNMENT CONVERSATION

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In this episode: Lori Coonen, Master HDP & Chief Learning Officer, interviews Rod Zeeb about the use of a powerful and specialized kind of “Alignment Conversation” that advisors can use when enrolling new clients.

Length: 38 minutes

EPISODE 3: How Much Is Enough?

Rod Zeeb HOW MUCH IS ENOUGH?

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In this episode: Rod Zeeb tackles the age-old question that advisors regularly deal with when it comes to issues of inheritance and philanthropy: How much is enough to give the children? The answer, of course, begins with the phrase, “It depends!”

Length: 7 minutes

EPISODE 2: Estate Planning & the Great Shift

Rod Zeeb & David York ESTATE PLANNING & THE GREAT SHIFT: AN INTERVIEW WITH DAVID YORK

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In this episode: Rod Zeeb talks with estate planning attorney David York about the shift that has been taking place in estate planning, where understanding and identifying what matters most to the client takes center stage.

Length: 32 minutes

Contact David York: E-Mail David at: David@yorkhowell.com, and visit him on the web @ www.yorkhowell.com

EPISODE 1: Collaboration

Rod Zeeb & Randy Fox COLLABORATION: INTERVIEW WITH RANDY FOX

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In this episode: Rod Zeeb talks with Randy Fox, who is a wealth strategist, philanthropic estate planner, educator, and speaker, about the importance of effective professional collaboration.

Length: 22 minutes

Contact Randy Fox: E-Mail Randy at: randyafox1@gmail.com, and visit his website: https://www.twohawksconsulting.com