EPISODE 31: Positive Psychology: Finding the Balance When Working With Families

In this episode: Exciting changes are afoot in the field of family wealth advising! Instead of focusing on the negative behaviors that lead to the dissipation of assets and degradation of family relationships, we are now being called on to emphasize the client’s strengths and focus on constructive behaviors and conversations to help them thrive. Join Rod as he discusses this topic with Marlis Jansen, a licensed therapist and wealth dynamics coach who, through her firm Graddha LLC, serves ultra high net worth individuals, couples, families and family offices.

Length: 29 minutes

EPISODE 30: The Relevance of Precious Metals and Numismatics as Strategic Assets

In this episode: Rod Zeeb and Donald Dee of Rare Coins of New Hampshire, discuss how precious metals and numismatic coins are considered safe havens in the investment world as they provide an effective hedge and help to mitigate losses when financial investment vehicles falter or fail. Given the current economic environment, precious metals and numismatic markets are now providing robust returns and are of great appeal to many investors. However, investors must be aware that all precious metals and numismatic firms are not created equally and must choose firms wisely.

Length: 25 minutes

EPISODE 29: Needs and Opportunities with Business Succession Planning

In this episode: Rod speaks with Cary Fry of Kalamath Consulting Group about how to uncover opportunities with business owner clients in transition planning that monetizes the value of their business to help them live their best life as a result of their work.

Length: 33 minutes

EPISODE 28: Wealth 3.0 and How it Impacts Our Work with Clients/Families & Connects to the Myth of the Silver Spoon (Part 2)

In this episode: Rod’s conversation with Kristin Keffeler, Founder & Principal of Illumination 360, continues with a discussion of Wealth 3.0 and how this concept proposes that our profession needs to take a new direction that emphasizes family strengths, developing capability, and collaboration.

Length: 34 minutes

EPISODE 27: The Myth of the Silver Spoon - Using Your Role as Trusted Advisor to Support Rising Gen Clients (Part 1)

In this episode: Rod talks with Kristin Keffeler, Founder & Principal of Illumination 360, about how to focus on the path to thriving for the rising generation and the key role that the trusted advisor plays.

Length: 37 minutes

EPISODE 26: Collaborating for Success

In this episode: Rod Zeeb and Ryan Zeeb of Genacy, talk about building a collaborative team and using collaboration to provide services your clients want and/or need that you do not provide and to build a multi-family office practice.

Length: 33 minutes

EPISODE 25: How Both the Planning Disciplines and Our Training Have Evolved in the Past 20 Years Leading to Wealth 3.0

In this episode: Rod Zeeb and Lori Coonen, CLO of The Heritage Institute, discuss specific examples of the differences between Wealth 2.0 and Wealth 3.0 and highlight the important elements of our training that keep you as a leading advisor in the industry.

Length: 30 minutes

EPISODE 24: Leading from a Position of Influence and Not Power

In this episode: Rod and Hugh Ballou of SynerVision Leadership Foundation, talk about leadership. How good leaders use Expectations and Confrontation for GOOD! And the 3 Things You MUST Do to be a Great Leader. 

Length: 29 minutes

EPISODE 23: How to Assess Next Gen Leaders; Creating Competitive Advantages for Advisors and Family Enterprises

In this episode: Rod & Doug Gray, Co-Founder of Assess Next Gen and a Consultant with The Family Business Consulting Group, discuss trends in both qualitative and quantitative assessments that are available, how to access the assessments, and collaborators to help you if you want them.

Length: 26 minutes

EPISODE 22: Helping Children Learn About Money

In this episode: Rod and Gayle Reaume, Founder of Moolah U, discuss the importance of teaching children what money is and how money works through hands-on experiences, building confidence and stability in the financial future of the Next Generation.

Length: 35 minutes

EPISODE 21: Dividing Things, Not Families in Estate Settlement

In this episode: Rod chats with FairSplit founder, David MacMahan about FairSplit.com, an online platform for transparent and efficient, listing and dividing assets online. Whether simply needing a proven process, or needing an independent third-party to manage a fair division, the FairSplit.com platform and services address one of the most challenging areas for executors, trustees, and heirs.

Length: 37 minutes

EPISODE 20: The Importance of Framing

In this episode: A conversation with Rod and Doug Markewich, Family Coach at Quadrant Private Wealth, regarding the impact that framing (or lack thereof) has had on real cases.

Length: 32 minutes

EPISODE 19: The Philanthropic Forecast: 2023 and Beyond

In this episode: Rod talks with Dianne Chipps Bailey, National Philanthropic Strategy Executive at Bank of America and Chair of the Women’s Philanthropy Institute (WPI) Council, about the future of philanthropy. Dianne shares the latest research from Bank of America and WPI and explores top trends including the demographic shifts in religion, priorities, and practices of affluent Americans, and the growing power of women as philanthropists.

Length: 27 minutes

Are you interested in learning more about the Increasing Role of Women or concerns for the Future of Philanthropy from DIANNE CHIPPS BAILEY?

Join Us For Our "Engaging Ultra High Net Worth Clients/Donors You Want" Conference in May! LEARN MORE

EPISODE 18: Helping Clients Use Your and Other’s Expertise

In this episode: Rod talks with Paul Edelman of Edelman & Associates, about how to make it easier for clients to tap your expertise by fostering their sense of efficacy and control. They also address when and how to make a referral to a third-party coach or facilitator.

Length: 33 minutes

EPISODE 17: Independent Trustees-What They Do and How They Benefit Planning Professionals and Their Clients

In this episode: Rod talks with three Independent trustees - Daniel Felix, Frank Mullins, and Steven Marken, who explain what they do, how they work with professionals, and the benefits for both the planning professionals and the clients in the right situations.

Length: 44 minutes

EPISODE 16: Purposeful Planning Institute - Changes Over the Last 20 Years

In this episode: Rod Zeeb and John A. Warnick of the Purposeful Planning Institute, discuss the changes the organization has seen over the last 20 years and how to navigate through the changing times.

Length: 37 minutes

EPISODE 15: Wealth 3.0: Tipping Point? Embracing the New Era of Rigor and Positivity in Our Work as a Field

In this episode: Jim Grubman, a family wealth consultant and educator, joins Rod to talk about the ongoing migration to Wealth 3.0 and enhanced research.

Length: 39 minutes

EPISODE 14: Boundaries with a Focus on Family Business

In this episode: Rod speaks with Melissa Mitchell Blitch, author of "In the Company of Family - How to Thrive When Business is Personal" about the importance of boundaries in families and helping them to thrive both as a family and as a business.

Length: 26 minutes

EPISODE 13: Integrating the Heritage Process® and Multi-Generational Planning into Your Financial Services Business

In this episode: Rod speaks with Rodger Johnson and Tiffany Kirgan from Johnson Financial Group to learn how they have integrated the Heritage Process and multi-generational planning into their financial services practice and the impact it has had on their clients, their relationships with their clients, and their business.

Length: 18 minutes

EPISODE 12: Author of 'Interdependent Wealth' Talks About Family Systems Theory

In this episode: Steve Legler, author, family legacy coach, and advisor works with business families and their members to help ensure that their generational transition will be successful. He joins Rod to discuss his book ‘Interdependent Wealth’ and talk about family systems, particularly the Bowen Family Systems Theory.

Length: 40 minutes