In The Secret Thoughts of CEOs and Business Leaders we discuss the real things that are holding you back from a life of joy, peace and happiness. Our guests are other High Achievers who know that life is short and that finding ways to live in alignment wi
The Secret Thoughts of CEO’s podcast is a must-listen for anyone interested in gaining insight into the minds of successful people running successful companies. Hosted by Chris Yonker, who possesses great experience and wisdom, this podcast offers a unique perspective on the subject matter. One of the best aspects of this podcast is Chris' ability to challenge his guests with thought-provoking questions, leading to lively and engaging discussions. He is a master interviewer who takes conversations to soul depths, providing listeners with an in-depth understanding of the behind-the-scenes thoughts of CEOs.
Unlike many other business podcasts, The Secret Thoughts of CEO’s goes beyond just maximizing company value. It touches upon various aspects such as well-being, health, family, and spirituality within the context of succeeding in business. This holistic approach sets it apart from other podcasts in the genre. The guests on this show are truly interesting and provide valuable insights into their journeys as CEOs. Chris asks excellent questions that further enhance the thought-provoking nature of each episode.
One potential downside to this podcast could be that it may not appeal to those solely looking for practical business advice or strategies. While there is valuable insight shared by successful CEOs, the focus is more on personal growth and development within the realm of business. However, for individuals seeking a well-rounded approach to success that encompasses all areas of life, this podcast offers a wealth of knowledge.
In conclusion, The Secret Thoughts of CEO’s podcast stands out among other business podcasts due to its unique perspective on running successful companies. Chris Yonker's expertise as a host shines through as he delves into topics that go beyond traditional business advice. Listeners can expect thought-provoking discussions with valuable insights that can lead to personal growth and impactful changes in their lives. Overall, it is an exceptional podcast that challenges conventional thinking and provides guidance for those striving for fulfillment in both their personal and professional lives.
Secret Thoughts of CEOS Ep. 134 Navigating Change: Insights for Family Business Leaders with Dr. Barrett C. Brown In this powerful episode, Chris Yonker is joined by global executive advisor and developmental strategist, Dr. Barrett Brown, for a profound and eye-opening conversation about what it really takes to lead in today's ever-accelerating world. With experience working across six continents and coaching C-suite executives through high-stakes transformation, Dr. Brown brings hard-earned wisdom about the inner capacities required for high-impact, conscious leadership. Together, Chris and Barrett explore: Timestamps · 08:21 Navigating Complex Leadership Challenges · 20:58 Decision Making in Complex Environments · 39:50 Balancing Work and Life in Family Businesses · 46:42 Navigating Succession with Competing Visions · 49:46 The Empowerment Dynamic and Low Drama Culture · 52:34 Masculine Compassion in the Workplace · 54:07 Coaching and Developing the Younger Generation Quotes · "Life is like a grindstone—it either grinds you into dust or polishes you into a diamond."[13:45] · "The world is never going to be a psychologically safe environment where we can just fully show up without any threat… The superpower is to be deeply at peace in the midst of intensity.” [24:12] · "Every time I get triggered or frustrated or irritated or judgmental—that is 100% my own inner game. That's where I have the greatest power."[1:16:35] Websites: fambizforum.com. www.chrisyonker.com. Resources & Links: Dr. Barrett Brown's Work: https://apheno.com Recommended Reading: The Future of Leadership for Conscious Capitalism by Barrett Brown Dr. Barrett C. Brown Bio Dr. Barrett C. Brown is a global expert on how to develop leaders to successfully navigate complex challenges and rapid change. Barrett works across six continents with C-suite executives and teams from Fortune 500 companies and international non-profits. He has lived in The Netherlands, Brazil and throughout the US, and has worked and traveled in nearly 40 countries. Barrett is a regular advisor and senior faculty for a global tech company as well as the largest environmental NGO in the world. With them, he focuses on how leaders can better manage complexity and drive transformational change. He also serves as the executive coach for a select group of senior leaders. He has delivered dozens of keynotes and leadership programs for 5000+ CEOs, organizational leaders, and government officials. He has co-designed and delivered executive development, team development and/or strategic alignment programs for some of the largest technology, engineering, healthcare, sportswear, and consumer goods companies in the world - as well as for major environmental and social NGOs. Barrett holds a PhD in Human and Organizational Systems and also has over a decade experience advising on and leading strategic visioning, execution, and change initiatives for US, Dutch, British, and Brazilian companies and institutions. Barrett's award-winning research on the future of leadership has been used in executive education programs worldwide, including the Yale MBA. He produced an award-winning business case study on a large-scale market transformation program he helped lead - in partnership with Unilever and Rainforest Alliance - that is used in business schools globally. Barrett's writings on leadership and sustainability have been translated into 6 languages, have been used in the United Nations system, and have been included in half a dozen mainstream leadership books. Barrett served on the selection committee of the Katerva Awards - considered the Nobel Prize for sustainability - and has held consultancy status to the United Nations. He has delivered leadership briefings and presentations at global tech companies, the Conscious Capitalism CEO Summit, the Society for Organizational Learning European Summit, Esalen Institute, the National Bioneers Conference, the United Nations World Summit on Sustainable Development, the US Department of State, the Inter-American Development Bank and UNDP headquarters. Originally from the Green Mountains of Vermont, Barrett lives near a 300,000 year old volcanic crater in Hawaii.
Secret Thoughts of CEOS Ep. 133 Navigating Legacy and Wealth in Family Business with Jason Smith In this powerful episode, host Chris Yonker sits down with Jason L Smith, founder of JL Smith Group, author of The Bucket Plan, and a nationally recognized financial advisor. Jason opens up about being fired by his own father, building a purpose-driven business from the ground up, and the holistic philosophy that now guides his wealth management firm—which oversees more than $4 billion in assets. Jason also shares deeply personal stories about resilience, raising grounded kids, and how intentional structure and values shape both his legacy and his clients'. Timestamps 03:30 – Jason's origin story: Fired by his dad, starting from scratch 14:20 – "Everything's fine" vs. proactive planning: health + financial parallels 22:45 – The biggest tax mistake business owners make 34:00 – Educating next-gens: Financial stewardship in action 41:45 – The Bucket Plan: Now, Soon, Later framework 53:15 – Self-worth after financial collapse and bouncing back Quotes · “I'm actually the youngest of 11 and, um, it was a mixed marriage like my mom and dad, you know, both had kids came together and had me kinda like the Brady Bunch and I was like, uh, Alice or the dog.”[03:24] · “Yeah, I. I. I feel like unfortunately our educational system is pretty broken in, in, in regards to teaching basic, you know, financial literacy, right?” [27:32] · “And my top five are the top five most important things to me, like my true north in life. And you know, my top five is number one is health. Mind, body, and soul. Number two is Holly, my wife. Number three is my kids. Number four is my family and friends. And number five is leading and learning.” [48:45] Websites: fambizforum.com. www.chrisyonker.com. jlsmithgroup.com Buy “The Bucket Plan” book Bucket-Plan® Facebook: @JLSmithGroup Instagram: @jl_smith_holistic_wealth LinkedIn: @JLSmithGroup
Secret Thoughts of CEOS Ep. 132 Priorities for Family Offices Working in a Fractured World with Angelo Robles In this episode of the Secret Thoughts of CEOs and Business Leaders podcast, host Chris Yonker interviews Angelo Robles, a prominent figure in the family office sector. The discussion covers various topics crucial to family businesses, such as the importance of hiring the right people, the disruptive impact of AI, and how geopolitical changes are reshaping the business landscape. Angelo shares his thoughts on the future of AI, the significance of understanding global trends, and how family offices can better prepare for rapid changes. Chris and Angelo also delve into the complexities of governance within family offices and the critical need for adaptability and continuous learning. Angelo Robles is a global authority on family offices, renowned for his forward-thinking approach and bold vision for the future. As a family office strategist and futurist, Angelo has dedicated over 20 years to helping elite families navigate the complexities of wealth management, governance, and legacy building in an era of rapid change. With a deep understanding of the evolving landscape—from the rise of AI to increasing geopolitical risks—Angelo empowers families to break free from outdated models and build future-forward family offices designed to thrive for generations. Timestamps · 03:50 Angelo's Background and Career Journey · 07:19 The Concept and History of Family Offices · 18:08 Top Trends in Family Offices: People, Technology, and Systems · 33:09 Integrating AI in Family Offices · 35:14 First Steps for Family Offices · 39:47 Geopolitical Shifts and Their Impact · 46:55 The Role of AI in Global Power Dynamics Memorable Quotes · “ So the majority of family offices are built for a world that no longer exist.” [13:25] · ” AI is being under hyped. Under hyped. You look at the math behind it, Jensen Wong and Nvidia doubling its quote unquote power once every 1.08 years. Do the math behind that.” [29:23] · ” It's rare, rare to find people who are willing to change their minds on topics they refuse to investigate.” [56:12] Websites: Angelorobles.com Facebook: @AngeloJRobles Instagram: @angeloroblesmedia LinkedIn: @angelorobles fambizforum.com. www.chrisyonker.com.
Secret Thoughts of CEOS Ep. 131 Unlocking Leadership Potential: How Shadow Work Transforms Leaders with Kim Barta In this episode of 'Secret Thoughts of CEOs and Business Leaders', host Chris Yonker delves into deep discussions with Kim Barta, a renowned psychotherapist and thought leader. Kim shares insights into his work around shadow therapy, explaining how our unconscious beliefs and patterns shape our lives. He talks about the nuances of family dynamics, personal growth, and healing from trauma. Listeners learn practical strategies for identifying and overcoming shadow aspects, fostering greater joy and fulfillment in both personal and professional realms. Chris also promotes the Family Business Executive Forum, a resource aiding those in family businesses to navigate issues like succession, financial management, and sibling rivalry. Timestamps · 03:45 Kim Barta's Background and Early Influences · 07:02 Developing a Metamodel for Healing · 13:34 Understanding Shadow Work · 23:03 Identifying and Addressing Shadow Patterns · 30:42 Awakening to the Problem · 42:13 Practical Steps for Escaping Abuse · 45:33 Adapting Systems for Healing Memorable Quotes · “ If you really tune in to the nuances of their micro behaviors, you can create change that helps people move to greener pastures a lot sooner. [05:40] · ”Everywhere I go, my shadow comes with me. I can't outrun my shadow. [22:08] · ” I say, no, what you've been living is not you. You've been living the lie. That you believe? Mm, if we take away the lie, you don't know who you are and I don't know who you are. We only know who you are when you're holding the lie. Let's take away the lie and discover who you are. [25:03] Websites: fambizforum.com. www.chrisyonker.com. Free Relationship Assessment Free Shadow Assessment kimbarta.org LinkedIn: @Kim Barta Kim Barta is an internationally award-winning lecturer, multi-culturally informed developmental psychotherapist, spiritual guide, author, workshop creator, and speaker. His work is grounded in an experiential practice, blending his unique, sophisticated healing with practical everyday usability. He has written and lectured on diverse topics such as Shadow, Spiritual Development, Developmentally Informed Meditation, Developmental Psychology, Shadow and Health at Every Developmental Level, Healthy Power, Developmental Leadership, Organizational leadership, Power and Bliss, Grief, Parenting, Relationships, and Love, to name a few. He has developed several new forms of therapy, including The Evolution of Shadow Resolution, Psychosocial Cartography, Stages of Developmentally Informed Psychotherapy, Shadow to Spirit, and more. Kim Co-founded Stages International with Dr. Terri O'Fallon, PhD., an organization focused on researching and teaching evolutionary consciousness. Kim is releasing his latest trilogy on love: Love, Relationship, and Flow, The Love, Relationship and Flow Journal, and Love Letters from Consciousness. They are available at Barnes and Noble, Amazon, and other outlets. Kim's Shadow books are available on his website. You can find kim at Kim Barta | Illuminating Your Hidden Self .
Unlocking Family Business Potential Through Advisory Teams with Dr. Jeremy Lurey In this episode of the 'Secret Thoughts of CEOs and Business Leaders' podcast, host Chris Yonker discusses the complexities of managing family business transitions with Dr. Jeremy Lurey. The episode covers key topics such as building effective advisory teams, succession planning, and the nuances of family dynamics in business settings. Chris and Jeremy explore the importance of external advisors, the challenges of sibling rivalries, and how to prepare for pivotal moments like selling a business. They also offer insights into identifying the right advisors and emphasize the importance of continuous learning and personal development for effective leadership. What You'll Learn · Why it's important to have an independent advisor · The necessity of being a continuous learner to belong in the field. Timestamps 03:07 Introduction to Dr. Jeremy Lurey 05:20 The Role of Family Business Advisors 20:06 Navigating Family Business Relationships 32:46 The Importance of Independent Advisors 38:42 Generational Transitions and Family Harmony 44:47 The Importance of Personal Connection Memorable Quotes · “Common sense is not that common. Right. People just don't stop and think about how I'm interacting with my partner, my child, my cousin, my uncle, my whomever it is. And so we get to shine the flashlight in places where people typically don't look..” [11:16] · ”for my dad, I will always be the 16 year old who wrapped a car around the tree. I always will be because I did. I did stupid things when I was 16 and 17 year old when I got my driver's license..” [17:34] · ”We could all get hit by the buff. I prefer the metaphor of when the lottery and move to Fiji myself. But regardless life happens when we least expect it. So having a plan is critical.” [23:01] Websites: fambizforum.com. www.chrisyonker.com. Familylegacy1st.com LinkedIn: @jeremylurey Jeremy Lurey PhD Bio: Family Advisor & Leadership Coach Dr. Lurey is a talented family advisor, executive coach, and business consultant with more than 25 years of experience helping clients—from families of significant wealth to Fortune 500 corporations—achieve their strategic objectives and build sustainable futures. He specializes in leadership development, succession planning, governance, and strategic planning, guiding family offices and family businesses through critical transitions and long-term planning. A PhD in Organizational Psychology, Dr. Lurey is a US Ambassador for the Global Family Office Community and frequently speaks at industry events. Recognized as a “40 Under 40” executive, he is known for his compassionate approach, enabling clients to unlock their leadership potential and focus on what matters most.
STOC 129: Balancing Tradition & Innovation: What Businesses Can Learn from Harley Davidson with Ken Schmidt In this episode of 'Secret Thoughts of CEOs and Business Leaders,' host Chris Yonker interviews Ken Schmidt, a former Harley Davidson executive renowned for his innovative repositioning strategy. They discuss the key elements holding back family businesses and privately held companies, including family harmony, succession, financial management, and innovation. Ken shares insights into Harley Davidson's transformation, emphasizing the need for businesses to connect on a human level, foster a strong internal culture, and leverage their unique history. They explore how companies can balance maintaining core values with embracing new innovations to delight and retain customers. What You'll Learn · Humans naturally seek and return to sources of delight, regardless of how minor they are. · When the human connection is made, business wins. Timestamps 03:48 Ken Schmidt's Journey to Harley Davidson 20:16 The Importance of Company Identity 32:04 The Role of Technology in Customer Interaction 34:30 Human Connection 37:55 Building a Memorable Business 43:20 Creating a Culture of Delight Memorable Quotes · “Harley does all this other stuff that, that hits people at a human level. And at the end of the day, that makes the business more desirable. It makes people willing to pay more, for the privilege of being part of that community.” [19:45] · ” How can we do what we do faster, better, and cheaper to get more stuff out into the marketplace? That's exactly what customers are not looking for.” [27:55] Websites: fambizforum.com. www.chrisyonker.com. kenspeaks.com LinkedIn: @KenSchmidt Tailgating with Geniuses Podcast Ken Schmidt Bio: It's an impersonal world, where so many products and services are seen as easily-replaced, indistinct commodities. Whether you stand out or get lost in the crowd is a choice. A mindset. Ken Schmidt faced those same challenges himself and gained acclaim for his role in the extraordinary turnaround of the legendary Harley-Davidson Motor Company. That transformation was based on a change in mindset and a focus on answering three key strategic questions. While times have changed, what humans want and need from the businesses they buy from and work for hasn't. In his high-energy speeches, Ken inspires companies and individuals to shift their thinking and ride a path to success by becoming memorable – not for what they do or what they make, but for how they connect with people. Ken is author of Make Some Noise: The Unconventional Road to Dominance. He's also host of the Tailgating with Geniuses podcast and co-founder of Torque Sessions Leadership Training. In all of his endeavors, Ken brings an unconventional perspective that helps organizations and individuals reframe how they engage with their marketplace. Ken Schmidt's career in the motorcycle industry began in 1985 as a specialist in corporate positioning and media relations for the then-struggling Harley-Davidson. He was tasked with helping the company restore its image, improve its competitiveness, and create demand for its motorcycles. Within a few short years, sales of Harley-Davidson motorcycles skyrocketed, and the company returned to prominence as one of the most respected, profitable, and frequently reported-on companies in the world. In 1990, Ken became director of Harley-Davidson's corporate and financial communications, serving as its primary spokesperson to the media and the financial communities. He frequently appeared in mainstream and business media to offer insights on nontraditional communications, customer attraction, and brand-building. His expertise and success at Harley- Davidson ultimately led to consulting assignments and speaking invitations from all over the world. In 1997, Ken left Harley-Davidson to take an ownership position with a highly successful Chicago-based marketing firm, VSA Partners. In addition to Harley-Davidson, VSA served a virtual who's who of the world's best-known brands. In 1999, he sold his portion of VSA to start his own business, Ken Schmidt Company, to combine two of his greatest passions, motorcycling and speaking. He uses motorcycles as a metaphor to expose people to proven ideas and concepts they've likely never imagined. In addition to speaking and consulting, Ken is co-founder of Torque Sessions Leadership Training. Through a combination of hands-on training and interactive workshops, these sessions help individuals and organizations re-position themselves to become dominant competitors, maximize leadership effectiveness, build a people-first culture of innovation and foster loyalty among customers and employees. Ken is also the host of the popular podcast Tailgating with Geniuses, wherein he talks with some of the most innovative and successful leaders in a variety of industries to discuss their unique perspectives on leadership, major challenges, and success. Ken's relatable and engaging hosting style has made the podcast a hit with listeners looking to learn from the best and achieve their own personal and professional goals. Ken authored Make Some Noise: The Unconventional Road to Dominance, which gives business leaders an easy-to-follow roadmap for improving their competitiveness, using many of the techniques he championed at Harley-Davidson. He considers his work on 100 Years of Harley-Davidson, a global best seller, to be one of his greatest and most rewarding achievements. After all he has accomplished, Ken remains committed to his philosophy of standing out, taking risks, and having fun in both his personal and professional life. He says, “Never do what's expected, make yourself as noticeably different as possible, and have a lot more fun than you're supposed to.”
Building Family Legacy and the Keys to Early Education Success with Richie Huffman In this episode of 'Secret Thoughts of CEOs and Business Leaders,' host Chris Yonker talks with Richie Huffman, the founder, president, and CEO of Celebrate Schools, and a leader in early childhood education. The discussion delves into Richie's entrepreneurial journey, approaches to building a family legacy, and the innovative ways he runs his family akin to a business. The conversation highlights the importance of family vision, quarterly family huddles, and good stewardship. Richie shares valuable insights on the evolving landscape of early education and emphasizes parental involvement in children's education. Additionally, Chris promotes the Family Business Executive Forum, a resource offering expert advice on overcoming challenges in family businesses. Richard O. Huffman is the founder, President, and CEO of Celebree Schools. Richie founded Celebree in 1994, growing our brand from a single preschool into the company we are today. In his current role, Richie shares his expertise, insights, and leadership with Celebree School franchisees, while continuing to shape Celebree's short-term and long-term vision. Over the course of more than two decades, Richie has grown Celebree from a single location into Maryland's largest privately held chain of childcare centers. With Celebree's entry into the franchise sector, Richie now shares the secrets to his success with Celebree franchisees. In his work with Celebree School franchise owners, Richie shares more than 20 years of industry experience and entrepreneurial expertise. He offers direct support to franchisees as they develop their locations while challenging assumptions that could impede their business. He is committed to the success of every franchisee and is available on a daily basis for one-on-one support. As the President and CEO of Celebree Schools, Richie continues to guide the core vision of our brand: a vision that embraces change, innovation, and the constant pursuit of self-improvement. Thanks to Richie's combination of leadership and experience, Celebree continues to set industry standards within the early childhood education sector. Richie has also shaped Celebree's dynamic corporate culture, helping us attract some of the most forward-thinking leaders and executives in our industry. What You'll Learn · Emphasizing the importance of building a family legacy and raising children with strong values and stewardship. · The role of parents in shaping a child's future · The significance of family vision and mission Timestamps · 04:04 Richie's Entrepreneurial Journey · 10:41 Building a Family Legacy · 15:01 Family Vision and Mission · 25:25 The Importance of Early Education · 34:44 Setting Expectations and Covenants · 40:04 Where to Learn More Memorable Quotes · “I knew at a very young age, I knew 2 things. I knew that I wanted to do it my way. I knew I wanted to be an entrepreneur. I knew I probably would not do well working for somebody else. And at a very young age, I knew one thing and I struggle with saying this, but I have to say it was true. I knew that I wanted to be wealthy.” [04:54] · “I'm not a know it all. I know nothing. Right? Which is another right? I know nothing and that's my philosophy. I surround myself with really, really great people that are committed as much as I am to achieving the vision of the mission.” [14:27] · I reach over. I take his cell phone and I ask him the next. I ask him the same question over again. Now, let's try this again. What did you do yesterday in history class? And now at least I got a 50 percent chance because I just put the distraction away. [32:08] Websites: Richie Huffman Instagram Celebree School fambizforum.com. www.chrisyonker.com.
Holistic Success: Mind, Body, Spirit, and Leadership with Shane Carter Shane is President and CEO of Hampshire Capital, LLC based in NH. Hampshire Capital, LLC buys, develops, renovates, repositions and holds apartment buildings, commercial assets and land in New England and the Southern states. Since 1996, Shane has acquired and managed more than $315M in multi-family and commercial assets and has developed and built over $120M in real estate through his construction and development firm. Shane's first book entitled "Optimize Your Life" is soon-to-be-released in 2024. With a mission to help others succeed, the book distills many personal life lessons and details Shane's recipe for fulfillment with relationships, personal passions, and business. With over 25 years of active real estate experience under his belt, Shane balances his business with passions for fitness, wellness, the outdoors and travel while prioritizing being a dad to three awesome kids. All of this is 'in bounds' and Shane is thrilled to discuss how he built a thriving lifestyle with audiences on their own growth & wealth building journeys What You'll Learn ● Shane's personal approach to reducing disappointments by lowering expectations of outcomes and others ● Shane continues to challenge the status quo, advocating for a life that harmonizes professional success with personal fulfillment Timestamps · [00:05:35] Writing a book for oneself. · [00:10:53] Authentic leadership through experience. · [00:18:17] Optimize your life holistically. · [00:21:48] Mindset and health connection. · [00:30:37] Attachment to outcomes in entrepreneurship. · [00:35:28] Dealing with disappointment effectively. · [00:40:49] Culture of decentralized ideas. · [00:46:15] Balancing life and business. Memorable Quotes · "All of the work, all of the benefits of the work are not in knowing what to do. It's in actually doing the work." · "I personally have less disappointments because I have less expectations of outcomes and I have less expectations of others." · "The more I empower, the more I'm compassionate and empathetic, the more I attract others that resonate with me and want to be in the environment that we've created at our company, the more success we have." Websites · https://hampshirecap.com/ · https://www.facebook.com/shane.carter.566790 · https://www.linkedin.com/in/shanecarternh/
The Addicted Brain: Rewriting the Narrative on Alcohol with Dave Andrews Dave Andrews, “America's #1 Sobriety Coach,” CEO of The 30-Day Solution, and Co-Author of The 30-Day Sobriety Solution, is the leading expert in helping others recover, reclaim, and reinvent their lives without alcohol, and serves on the Board of Directors of the nonprofit organizations, Young People in Recovery, and Advocates for Recovery. As a speaker, sobriety coach, author, and Certified Coach in Positive Psychology, Neuro-Linguistic Programming (NLP), and Strategic Intervention, he has been a featured “Sobriety Expert” on numerous national and international talk shows. Dave has, himself, been sober for over eight years. What You'll Learn ● How to undo the patterns of addiction. ● The prospects of drugs helping end addictions. ● How to get to a place of indifference. ● How to release any negative experience. Timestamps · [08:55] The patterns of addiction. · [12:07] “Why now is not a good time.” · [18:06] Drugs and addiction. · [23:32] Controlling the mind. · [31:01] Getting to a place of indifference. · [40:33] Releasing any negative experience. · [47:21] The lies that limit you. · [57:24] Spiritual awakening. · [64:00] Relinquishing control. · [66:07] How to let go. Memorable Quotes · “Only 58% of adults in America drink alcohol.” – Dave Andrews [10:02] · “We associate happiness with freedom.” – Dave Andrews [42:37] · “Drink with love.” – Dave Andrews [52:50] · “Trying to control the uncontrollable is the greatest source of suffering in the world.” – Dave Andrews [64:33] Websites fambizforum.com. www.chrisyonker.com. dave.coach. www.the30daysolution.com.
From Gaming to Growth: Volodymyr Panchenko's AI-Powered Blueprint with Volodymyr Panchenko With a career spanning over 17 years in the gaming and tech sector, Vlad has a record of turning his passion for gaming into groundbreaking businesses. His current mission is to chart the course for the in-game items industry, with a keen focus on meeting the expansive needs of the global gaming community. The power of disruptive technologies, such as AI and Blockchain, is no stranger to Vlad. After the sale of his brainchild, DMarket, he has harnessed the newest tech to disrupt and redefine the contours of the gaming market. What You'll Learn ● The direction of AI in the world. ● How to navigate our relationship with AI ● How to use AI to amplify human elements in business. Timestamps · [05:37] Vlad's background. · [16:00] AI models. · [27:33] Creating sales content. · [32:32] AI's place in the world. · [41:15] Using AI to amplify human elements in business. Memorable Quotes · “All people are creative and all people have a talent.” – Vlad Panchenko [37:27] · “Talent comes first.” – Vlad Panchenko [39:56] Websites fambizforum.com. www.chrisyonker.com. Volodymyr Panchenko. portal.ai.
Why Coaching Beats Training for Lasting Leadership Impact with Ted Kulawiak, Kristi Baxter, & Thomas Ted Kulawiak is a highly respected sought-after sales management, leadership coach, and business consultant. As the president of Ted Kaye Sales Management Training LLC, Ted utilizes his significant business experience coupled with a personalized and innovative problem-solving approach to guide clients to reach their desired business goals. He held senior sales leadership and training positions in advertising and media over the course of 25 years, the majority of which he spent working for the 3M Company. Post advertising career, Ted transitioned to higher education and enjoyed a 20-year career in executive leadership positions. In addition to his leadership and coaching consulting work, Ted teaches English at the local community college. Kristi Baxter is a mind shifter, mental fitness trainer and thought partner to extraordinary individuals. As a trusted guide she helps people identify and purse a created life, by clarifying goals, identifying, and removing self-imposed obstacles and creating the space to make magic. Her superpower is helping people change the lens through which they experience their life. When not working, Kristi loves spending time with her family, hiking, biking, boating, beaching, cooking, creating, traveling, and laughing out loud. Thomas is our Optimal Vision Coach, aka The Optimalogist. His superpower is his incredible insightfulness and unique ability to see the best in others when they can't. He helps clients to refocus and get clear about their Vision and Purpose in their work and life while getting clear of the invisible restraints that keep them from being, living and giving their best. When not working, Thomas enjoys sports, music, and travel What You'll Learn ● The importance of doing the deeper work. ● How firms could navigate training resources. ● How to find the right person to coach. ● How to vet a consulting firm. Timestamps · [04:45] A bit about Ted. · [05:33] A bit about Tom. · [07:14] A bit about Kristi. · [11:20] The importance of doing the deeper work. · [15:19] Solving performance problems. · [19:54] Navigating training resources. · [23:33] The value of coaching. · [26:53] Work-life balancing. · [32:40] Key attributes of future executives. · [37:04] The impact of 360's. · [45:50] Interviewing a consulting firm. · [51:50] Thinking about ROI. Memorable Quotes · “Coaching is not something you half-ass.” – Kristi Baxter [34:34] · “They will leave companies if there's not a path to development.” – Kristi Baxter [53:41] Websites fambizforum.com. www.chrisyonker.com. Ted Kulawiak. www.kristibaxter.com. thomashuebl.com.
How Can You Redesign Your Internal Programming a Live a Full(er) Life? On today's episode I was a guest on Steven Lawson's podcast Potent, and we dive into overcoming trauma, the power of spirituality and self-awareness, the impact of mentorship, and the journey toward self-acceptance and deeper connections. About Today's Guest Chris is a Certified Family Business Advisor accredited through The Family Firm Institute. Chris helps to consciously navigate the challenges of succession, leadership transitions and family conflict, while creating long-term strategies for business continuity. Dubbed a “Life Journey Sherpa,” Chris' holistic approach allows each individual in the family to be seen as an integral piece to the work. He uses his experience as a Neuro- Linguistic practitioner, a student of Philosophy and Psychology, and a thought leader on Personal Performance and Transformation to create a one-of-a-kind methodology that fuses heart and soul — helping families achieve extraordinary results that become permanent ways of being. Drawing upon more than 25 years of driving change and leading sales with 3M, and over a decade in Family Business and Executive consulting, Chris has built a process that has become his special sort of alchemy. His strategy helps clients move beyond the obstacles family organizations face that often prevent them from leading deeply fulfilling lives, both individually as well as collectively. Many of Chris's clients say the process of working with him leads to profound healing within their families, bringing a sense of deep peace, better relationships and higher levels of happiness alongside a thriving organization. As a sought-after speaker, Chris has been a special guest of Camden Family Wealth, The Institute for Family-Owned Business, and The Center for Family Enterprise, and has been a featured contributor to Forbes. Education Chris is a Certified Family Business Advisor accredited through The Family Firm Institute. He holds a Bachelor's Degree in Business and a Minor in Communication from Western Michigan University. He was personally mentored by Tony Robbins' original trainer in Neuro-Linguistic Programming (NLP). Personal Chris is a seventh-degree black belt in an Okinawan style of karate and a student of yoga and meditation. He enjoys fishing, travel, cooking and spending time with his wife of 28 years and their daughter www.chrisyonker.com https://podcasts.apple.com/us/podcast/the-secret-thoughts-of-ceos-podcast/id1543246164 Show Notes · 01:02 Chris early life · 02:03 Connecting with God · 03:24 Martial arts, validation · 04:37 Mentorship · 06:00 What is God teaching me? · 08:04 Developing a practice of connection · 09:04 Coaching thru end of life · 13:56 Immersion · 18:43 Developing personal presence · 22:28 Fear of loneliness · 26:43 Emotions, awareness, and karate · 28:53 The elevator from heart to head · 31:20 Potent presence; it's a soul massage · 33:04 Healing our bodies · 35:49 Parenting, upbringing, self-parenting · 36:54 Being/doing, Values alignment · 39:29 Community affiliation, fear of lone wolf, searching out your people · 41:26 Trusting the process This podcast is brought to you by the Monk Manual. The monk manual is dedicated to providing best-in-class tools for helping you build a more potent life, and experience peaceful being and purposeful doing on a daily basis. If you'd like to be more intentional with your time and energy - please visit monkmanual.com.
Stephanie Craig is the President of Kith.co, and elite crisis preparation, response, and recovery firm. She has built her reputation as a crisis expert by guiding some of the world's most prominent people and organizations through their most trying moments. Before Kith, Stephanie founded the Apeiron Strategy Group. With decades of experience in media and politics, she has served as a trusted advisor to former First Ladies, Senators, Members of Congress, and C-suite officers. What You'll Learn ● How to prevent the unknown crises. ● The value of safeguarding reputation. ● The importance of transparency. ● How to create a backup plan. Timestamps · [04:40] The psychology of avoiding discomfort. · [10:09] Knowing what to prevent. · [18:23] Preparing for a reputational crisis. · [23:02] The importance of transparency. · [28:01] Planning for succession. Memorable Quotes · “Crisis is a lifecycle.” – Stephanie Craig [10:47] · “You can't be fast for fast's sake.” – Stephanie Craig [12:23] · “25-45% of a value of an organization is their reputation.” – Stephanie Craig [20:06] Websites fambizforum.com. www.chrisyonker.com. Stephanie Craig. kith.co/ceothoughts.
In this episode, Chris Yonker talks about the importance of finding and hiring a business coach. Hear about investing in a coach, determining the right type of coach for your needs, warning signs to look out for, questions to ask yourself before finding a coach, and the true value of hiring a coach for your business. What You'll Learn ● What a coach can bring to your business. ● How to find the right coach. ● What makes a good coach. ● When to find a coach. Timestamps · [03:28] Chris's experience with coaches. · [06:39] What is a coach? · [08:16] What kind of coach is right for you? · [13:17] What makes a good coach? · [16:47] Warning signs. · [17:35] Questions to ask yourself. · [19:00] The value of coaching. Memorable Quotes · “It's an investment in me, as a person.” – Chris Yonker [05:452] · “Leadership is something that's taught.” – Chris Yonker [08:42] · “When people show up, the way that they present themselves, believe them.” – Chris Yonker [17:28] Websites fambizforum.com. www.chrisyonker.com.
Clement Decrop is a Belgium-born inventor, entrepreneur, and author of The Idea Space: The Science of Awakening Your Non-Self. He has collaborated with numerous inventors from Wikipedia's Most Prolific Inventors List, resulting in 130+ patent disclosures within one year, 50+ filed, and 20+ issued. Outside these professional spheres, Decrop finds joy in the simpler pleasures of life. He's an avid reader—from textbooks on semiconductors and rockets to general fiction—an experimental cook, a global traveler, an enthusiastic coder, and a health and fitness devotee. Clement holds a Degree in Mechanical Engineering from Penn State University. What You'll Learn ● How activated nervous systems affect creativity. ● The importance of meditation. ● Where intuition comes from. ● How to approach problems from different points. ● Why we need to slow down. Timestamps · [04:20] Clement's background. · [05:47] Creativity and stress. · [08:36] Learning from the past. · [13:32] Finding the present. · [14:52] Meditation. · [18:32] Where intuition comes from. · [23:34] Approaching problems from different points. · [31:57] How to become more creative and insightful. · [33:49] Team exercises to do. · [35:19] Slowing down. Memorable Quotes · “There's a lot of benefits around meditation.” – Clement Decrop [15:27] · “Intuition is your truth compass.” – Clement Decrop [21:43] · “Having a healthy mindset is really the approach.” – Clement Decrop [32:26]78 Websites fambizforum.com. www.chrisyonker.com. theideaspace.io. Clement Decrop.
Kathleen O'Hara, MA, LPC, is a psychotherapist and senior consultant to families, individuals, and family offices. She is the Founder of Integral Health Services, and specializes in helping individuals and families navigate the complex issues of living in the 21st century, including mental health, relational issues, difficult family dynamics, personal growth/development, life-stages, finding meaning and purpose, and building anti-fragility in an ever-changing world. She is an expert in crisis management, and is the author of A Grief Like No Other, a classic resource to help people cope with a sudden or violent death of a loved one, and has helped many families during the crisis of an unexpected death. In her advocacy work, she has helped organizations worldwide develop better programs and policies for victims of crime, and is a consultant for the US Department of Justice, and has spoken at the UN for the International Day for Women and Girls in Science in 2016, 2017, and 2020. What You'll Learn ● How to settle problems in a business system. ● How to navigate guilt and grief in a family business. ● How grief affects our biology. ● The importance of trauma-informed therapy. Timestamps · [05:05] What causes a fixed state of fear? · [11:07] When problems are set in place. · [15:28] The point of no return. · [23:20] The guilt of things left unsaid. · [29:08] The biology of grief. · [33:05] Kathleen's experience. · [35:18] Trauma-informed therapy. · [38:48] Leveraging faith. Memorable Quotes · “Most things […] are repairable.” – Kathleen O'Hara [19:08] · “There's a huge trauma component.” – Kathleen O'Hara [29:44] · “How you're feeling today is true and right, but you won't always feel that way.” – Kathleen O'Hara [38:05] Websites fambizforum.com. www.chrisyonker.com. www.kathleenohara.com. keohara@aol.com. Grief Like No Other.
Thomas Hübl, PhD, is a renowned teacher, author, and international facilitator who works within the complexity of systems and cultural change, integrating the core insights of the great wisdom traditions and mysticism with the discoveries of science. Since the early 2000s, he has led large-scale events and courses on the healing of collective trauma. He is the author of Attuned: Practicing Interdependence to Heal Our Trauma—and Our World, and Healing Collective Trauma: A Process for Integrating Our Intergenerational and Cultural Wounds. Hübl has served as an advisor and guest faculty for universities and organizations, as a coach for CEOs and organizational leaders, and is currently a visiting scholar at the Wyss Institute at Harvard University/ What You'll Learn ● How to reframe trauma. ● How to recognize trauma responses. ● How to heal the tensions in a family system. ● Why it's important to connect spiritually. Timestamps · [06:19] Defining trauma. · [10:49] Navigating recurrent stresses. · [16:31] Trauma in a family context. · [22:56] Control as a trauma response. · [28:06] Creating a frame of reference. · [37:21] Healing relationships. · [47:09] Exploring connections beyond us. · [58:29] What's possible for the future of humanity? Memorable Quotes · “Trauma is an internal response […] within overwhelming and challenging situations.” – Thomas Hübl [07:25] · “One symptom of trauma is scarcity.” – Thomas Hübl [21:06] · “There's an intelligence in leaving.” – Thomas Hübl [36:19] · “Noise in the mind is stress in the body.” – Thomas Hübl [50:47] Websites fambizforum.com. www.chrisyonker.com. thomashuebl.com. pocketproject.org.
Based in Florida, Sylvia Benito is a Chartered Financial Analyst (CFA) with more than two decades of portfolio management experience. She has diverse experience in wealth management, having worked as a hedge fund analyst and managing portfolios for family offices and ultra-high-net- worth clients with more than $1 billion in assets. A thought leader and public speaker committed to helping companies and investors leverage capital for transformative societal impact, Sylvia works with founders, families, and boards to help them align their goals and core values to facilitate positive change on a broader scale. Also passionate about female empowerment and a believer in the transformative power of psychedelics, Sylvia has spoken at several industry events, including the Multidisciplinary Association for Psychedelic Studies' (MAPS) Psychedelic Science 2023, Women and Wealth, and the Wonderland Conference, where she was a featured speaker with Seano McFarland for "Addiction, Trauma & Psychedelics." Sylvia also spoke at the 39th Private Wealth Management Summit on "Inheritance, Sudden Wealth, and Women," and hosted a fireside chat with Mike Tyson at the National Trial Lawyers Summit in 2023. In addition to her work in wealth management, Sylvia has experience as an entrepreneur. She co-founded The Oasis Institute in South America, and successfully exited the venture before shifting her focus to investing, with the goal of connecting consciousness to capital. She has been a member of the CFA Society since 2011 and holds a bachelor's degree in Environmental Studies from New College of Florida. What You'll Learn ● How to navigate your surroundings and remove the noise. ● How to create meaning around money. ● How to balance tradition and innovation. Timestamps · [04:08] Sylvia's training as a Shaman. · [08:43] Finding fulfillment and making an impact. · [12:43] How to remove the external noise. · [17:05] Creating meaning around money. · [19:16] Navigating different philosophies. · [23:17] Balancing traditions and innovation. · [24:38] When to leverage consultants. · [27:53] How Sylvia has helped create a higher sense of consciousness. · [32:26] How Sylvia got into this work. Memorable Quotes · “There is always this feeling of imposter syndrome.” – Sylvia Benito [07:44] · “Meditation ultimately is every moment.” – Sylvia Benito [15:09] · “This is a culture of money.” – Sylvia Benito [17:59] Websites fambizforum.com. www.chrisyonker.com. Sylvia Benito. sylviabenito.com.
Carol Horton is the Founder and CEO of Lily Grace Homes, the CEO of The Ten13 Company, and on the board of directors of Habitat for Humanity of Collin County. At Lily Grace Homes, she is striving to bring a balance to beautiful design and functional living. She brings over 15 years of experience in the residential construction industry, a strategic mindset, and an unwavering commitment to excellence. With a proven track record of achieving exceptional results in challenging markets and turnaround scenarios, she is recognized as an industry expert in residential real estate. She has spoken at the 2023 International Builders Show in Las Vegas on Automation and AI for homebuilders. Prior to founding Lily Grace Homes, she served as Chief Marketing Officer at Kindred Homes, where she successfully led a digital transformation initiative, transforming operational and sales processes. Her expertise in organizational restructuring and operational efficiencies yielded decreased overhead costs and improved overall departmental performance. She was accountable for marketing, sales, and client satisfaction. In this role, she had direct responsibility for Kindred's revenue, which exceeded $180 million, annually. She is an expert in creating comprehensive marketing strategies to increase market growth, helping Kindred Homes generate over $32 million in sales in its first year. What You'll Learn ● How to balance relationships and business. ● Putting business first vs family first. ● How to set boundaries between personal and business relationships. ● How Carol paves the way for women leaders. ● How to bridge the generational gap. Timestamps · [04:38] Carol's background. · [08:48] What motivates Carol? · [10:26] Mixing personal and business. · [16:01] Best for the business vs the family. · [20:36] Setting boundaries between personal and business relationships. · [28:02] Paving the way for women leaders. · [35:43] When you're being treated differently. · [37:52] Learning to be a better leader. · [41:00] Bridging the generational gap. Memorable Quotes · “The business as a whole, the entity, is family.” – Carol Horton [17:56] · “Family actually has to be held to a higher standard.” – Carol Horton [19:33] · “The single greatest thing you could do as an employer is help your employees, in their personal life, grow.” – Carol Horton [45:17] Websites fambizforum.com. www.chrisyonker.com. Carol Horton. lilygracehomes.com.
With a unique background in finance and mediation, coupled with a passion for culture and education, Monica has traveled the globe extensively – exploring all opportunities to continuously enhance her skill set and personal growth. Around the world, she has had the good fortune to learn from some of the most renowned names in her field. Having previously worked in accounting and finance with corporate giants, Coopers and Lybrand (now PwC), and Rogers Cablesystems, Monica's initial foray into business began with her family's manufacturing company – Balthes Farm Equipment. Growing up in a family business, Monica learned the importance of family values, vision, passion, and commitment. This early imprinting ultimately led to her lifetime quest to understand best practices in business and communication skills, and how to live a happy life. Many years later, she went through the business transition process with her own parents' company, Kooljet Refrigeration Systems. This experience gave her first-hand knowledge about the complexities of family business systems and how challenging that transition can be. Monica's dedication to helping individuals and businesses reach their potential inspires her to work with companies ready to transform their corporate culture. Her experience, coupled with her holistic view of relationship management, supports her clients' commitment to clarify their objectives and create a profitable, harmonious, and sustainable future. Monica received most of her formal education in Canada, completing her undergraduate degree in Economics at the University of Western Ontario. She is a Certified Professional Co-Active Coach, a Certified Management Accountant in Ontario, Canada, and holds a Master of Business Administration degree from the Schulich School of Business at York University. In addition, Ms. Clare holds a diploma in International Studies from the Diplomatic Academy of Vienna, Austria, and studied Modern World Systems and Comparative Political Economy with California Polytechnic State University in Thailand. She has recently obtained her FEA (Family Enterprise Advisor) certification with the FEX (Family Enterprise Exchange). While living in Europe for 20 years, Monica also accepted invitations to instruct college and university courses. What You'll Learn ● How to resolve differences in perspectives. ● How ego affects decision-making. ● How to face the fear of conflict. ● How to unfreeze the lens around trauma. Timestamps · [09:13] A bit about Monica. · [11:13] Defining conflict. · [13:12] Differing family perspectives. · [15:15] How the ego affects decision-making. · [22:34] How to face the fear of conflict. · [26:33] Strategic vs soft skills. · [30:48] Helping someone understand a different perspective. · [37:37] The epigenetic factor. · [41:31] Freezing people in time. · [49:48] The next executive forum. Memorable Quotes · “The information that you have determines how you make your decisions.” – Monica Clare [14:18] · “There is an intuitive aspect of our decision-making.” – Monica Clare [29:28] · “That's just the way they see things right now.” – Monica Clare [46:16] Websites fambizforum.com. www.chrisyonker.com. www.monicaclare.ca. Monica Clare.
David Vanderveen has a successful 30-year track record in beverage and technology-leading disruptive change, at both private and public companies. Since September 2022, he has been the CEO of Nirvana Water Sciences and has worked with a team of industry beverage, functional beverage, and supplement experts to transform the brand, product portfolio, go-to-market strategy, and execution of the business. During this time, Nirvana has launched a new brand, Nirvana SUPER™, and its wellness extension, Nirvana SUPER Pro™, winning the Best Functional Beverage awards from both Zenith and BevNet. In February 2023, Nirvana completed its first acquisition, Alder Creek Beverages, a pristine spring water source and manufacturing partner for Nirvana. In June of the same year, Nirvana completed a joint venture with Inspire Health Alliance to develop wellness beverage shots as part of a new supplement protocol for customers undergoing orthopedic surgeries. From 2002 until 2015, David served as the founder and Chief Executive Officer of XS World Wide, a company with a portfolio of energy drinks and sports nutrition products. The brand was a strategic partner with the Amway Corporation, and XS became the fastest-growing business segment and category for the world's largest direct seller. XS reached annual sales of over $400 million dollars, with product distribution in more than 60 countries. XS was sold to Amway in 2015, where David served as Vice President and Global General Manager for the XS Brand, with maximum earn-out through 2018. The brand continues to grow. After leading the transition of XS to an Amway-owned brand, he served as the Chief Operating Officer at NewAge Beverages Corporation, then one of the fastest-growing healthy beverage companies in the world, where he helped double shareholder value during the global pandemic. Post-COVID, David brought his insight and leadership skills to It Works, a trendsetting affiliate-driven nutrition company with a suite of products designed to empower people to transform their bodies and lives. As the President of It Works International, he has helped to reorganize, rebuild, and inspire growth in the business in 23 global markets, while living and working from Paris. In addition to his history of disruptive international business development, David serves as an advisor to RX3 Growth Partners, a private equity firm that partners with consumer brands and other leading investment firms, to maximize value by leveraging its unique influencer base of athletes, celebrities, and thought leaders. What You'll Learn ● The importance of integrity. ● How to apply core values to succeed in business. ● The value of taking risks. ● How to balance work and family life. Timestamps · [05:00] The importance of integrity. · [07:15] David's core values. · [11:31] Finding his calling. · [16:55] Starting at Amway. · [22:03] The impact of family in business. · [26:51] David's mission at Amway. · [31:10] Creating credibility. · [33:31] David's socks. · [34:37] Balancing work and family. · [42:36] Navigating risk. Memorable Quotes · “The one thing we take with us are our values.” – David Vanderveen [06:21] · “Great companies prevail over time beyond a person or a product because they operate from core values.” – David Vanderveen [36:12] · “what's not negotiable is who you're with and the values you operate around.” – David Vanderveen [38:14] Websites fambizforum.com. www.chrisyonker.com. www.davidvanderveen.com. www.nirvanawater.com. @daveed58. David Vanderveen.
This forum featured guest experts Natasha Silverbell and Jane Mintz, along with our host Chris Yonker, CFBA to discuss mental health and addiction in the context of personal development and family dynamics. We emphasized the importance of not merely labeling behaviors but understanding their impacts on families and businesses. Our discussion highlighted the need for empathy, open communication, and self-regulation, stressing that everyone—from family members to business advisors—plays a crucial role in supporting healing and improvement. Overall, our focus was on taking personal responsibility for wellness and the transformative power of supportive communities. Understanding Beyond Labels We discussed how crucial it is to not to get hung up on labeling behaviors simply as "addiction" but to look deeper at how these behaviors impact personal relationships and business environments. Finding the right help to get your family on a path of open and empathetic communication can help address the root causes and effects on a family or organizational system. The Role of Self-Regulation Self-regulation emerged as a key theme, with emphasis on its importance not just in overcoming personal challenges but also in fostering healthy family and business dynamics. Managing one's emotional responses can greatly influence the overall health of relationships and professional interactions. Crafting Your Suppor System Building and maintaining a strong support system is vital not only to individuals, but the family as a whole. This system should include professionals, advisors, family members, and peers who can offer guidance and support through challenges, particularly those related to mental health and addiction. We also talked about what advisors could do to find the right help for their clients when there is a complex or sensitive challenge outside of their scope. 1. Prioritize Empathy in Communication: Emphasize the importance of understanding and empathetic communication within family and business interactions to address and resolve underlying issues more effectively. 2. Encourage Regular Mental Health Check-ins: Advocate for routine mental health assessments within family businesses to identify and address issues early, before they escalate into more significant problems. 3. Implement Self-Regulation Practices: Find professionals to provide training on self-regulation techniques for family members and business leaders to help manage stress, improve personal resilience, and foster a more supportive working environment. 4. Establish a Strong Support Network: Encourage the formation or strengthening of a support network that includes mental health professionals, experienced advisors, and peer support groups to provide necessary resources and assistance. 5. Foster a Culture of Openness and Non-Judgment: Work towards creating an environment where family members and business partners feel safe to express their concerns and challenges without fear of judgment, thereby promoting transparency and trust. The next Family Business Executive Forum, Closing the Gap and Creating Your Most Impactful Company Culture: How Family Leaders Can Work Together to Weave Innovation and Legacy Even When You're At a Generational Standstill, takes place on June 25th at 12pm ET. Visit here to register. Connect with: Jane Mintz: Janemintz.com Natasha Silver Bell: Silverbellglobal.com Chris Yonker: Chrisyonker.com fambizforum.com.
How to Find a Higher Sense of Flow with Achim Feige Achim Feige is a personal performance and transformation coach to the German business elite. As a transformation architect, human potential coach, and author of several management books, he enables entrepreneurs, CEOs, and top executives to access higher states of consciousness and flow, and personal growth, using the latest neuroscientific findings and techniques, aligned with ancient wisdom, from which you - having grown inwardly and equipped with a new mindset and qualities - can master the transformation into a new business world with more confidence, courage, and ease, as a person, a leader, and organization. His aim is to turn leaders of all kinds into self-developers, bridge builders, and architects of a new business world in which the development of human potential, top performance, and positive impact do not contradict, but complement, each other. With his European transformation collective, VERTICAL (Berlin, Vienna, Stockholm, and Oslo), he exclusively accompanies entrepreneurs and CEOs in their personal and business transformation, without burning out. What You'll Learn The causes and signs of burnout. How to achieve flow. How to balance stress and recovery. How to prioritize personal growth. Where to start with others. Timestamps [06:55] Achim's background. [12:40] What leads to burnout? [19:11] Being in flow. [21:22] The challenge-skill equation. [25:00] Finding the balance. [30:41] The 40-hour week. [32:48] Forming growth rituals. [37:19] The North Star. [43:10] Resonance and flow in relation to others. [50:29] The role of facilitators. Memorable Quotes “You are in your flow channel when you have an optimal challenge.” – Achim Feige [21:30] “With new behavior and new habits, you will shape a new personality.” – Achim Feige [35:45] Websites fambizforum.com. www.achimfeige.com. vertical-development.com. Contact: achim@vertical-development.de. www.chrisyonker.com.
Irina Serebryakova is Nurse Practitioner and Founder of You Holistic Functional Medicine and Longevity Center in Exeter, NH. She has been practicing Functional Medicine for more than 15 years. Functional Medicine addresses the whole body and focuses on disease prevention, and considers the full picture of your physical, mental, emotional, and spiritual health. You Holistic helps patients reduce or eliminate the need for pharmaceutical medications by addressing digestive problems, inflammation, weakened immunity, and metabolic and hormonal imbalances. They have created treatment plans to manage multiple factors that may contribute to chronic conditions, including supplements, food plans, herbs, homeopathic remedies, Intravenous nutrients, peptides, and bio-identical hormones for hormonal imbalances, treating thyroid and adrenal dysfunction, insomnia, depression, anxiety, fatigue, and osteoporosis without pharmaceutical medications. Their Functional Medicine approach is different is tailored to each person's specific illness or symptoms. Irina believes in the human body's incredible ability to heal and to regenerate. Her goal, when treating patients, is to guide and give them tools, and to empower them in restoring balance and preventing disease. What You'll Learn ● How alternative treatments can benefit individuals. ● How our decisions can affect our genetics. ● Which tests are the most important to start with. ● Preventative measures to take against ailments. ● The function of Functional Medicine. ● How new therapies are addressing shortfalls in medicine. Timestamps · [05:14] The shortfalls of the medical system. · [09:38] How much does DNA affect health and wellbeing? · [13:13] DNA testing. · [15:05] The reliability of testing companies. · [16:25] Prioritizing what to test. · [21:57] Beethoven's hair study. · [23:08] Protocol for removing toxins. · [26:04] Preventing heart disease. · [30:23] Insulin resistance. · [31:28] Testing for plaque buildup. · [34:51] Cancer screening. · [38:19] What is Functional Medicine? · [45:46] Pro-health, anti-aging therapies. Memorable Quotes · “Genetics are not as unchangeable as we think.” – Irina Serebryakova [12:08] · “Screening is our best defense against cancer.” – Irina Serebryakova [36:24] Websites fambizforum.com. youholistic.com. Call: 603-309-2030. Email: info@youholistic.com. Irina Serebryakova. www.chrisyonker.com.
Kristin Lytle is CEO of The Leader's Edge and has significant experience in talent assessment, leadership development, succession planning, and organizational design. Over the span of her career, she has worked with top organizations, such as Vanguard, Kohler Company, Whirlpool, and Target. Kristin has held leadership roles in business operations and human resources, in both domestic and global capacities, throughout her career. She has a proven track record for developing scalable and sustainable talent solutions that align with business priorities, while enabling leaders to unlock their full potential. She has built a reputation for being a trusted partner to business leaders, by focusing on pragmatic solutions that drive measurable results. Kristin is an experienced executive coach, dynamic presenter, and skilled facilitator. What You'll Learn ● How to develop good leaders. ● Why regulation and self-awareness are important. ● How to navigate family business secession. ● How to cultivate leadership skillsets. Timestamps · [04:50] A bit about Kristin's journey. · [07:37] Giving access to the right people. · [09:36] How to develop leaders on a limited budget. · [16:39] Developing self-awareness and regulation. · [20:20] Navigating family business secession. · [30:07] The benefits of 360s. · [35:26] Where's the line? · [39:16] The top emerging leadership skillsets. Memorable Quotes · “You have to have leaders who are capable of making good quality decisions.” – Kristin Lytle [12:11] · “We can't change what we don't notice.” – Chris Yonker [15:44] Websites fambizforum.com. the-leaders-edge.com. www.linkedin.com/in/kristinlytle. www.chrisyonker.com.
Dr. Stacy Feiner is an accomplished psychologist, business leader, innovator, author, and mom. She advises private and family-owned businesses with a pro-growth, pro-health approach that ensures leaders solve emotionally charged situations, move forward, and increase enterprise value and family connection. Curious about people and culture, Stacy has lived in 8 US cities and traveled through 9 countries. A Doctor of Psychology (PsyD), Stacy is an expert at helping complex people systems shape their desired future. Her inclusive perspective creates a competitive advantage in a world that accepts average. Before focusing on private enterprise, Stacy served as an executive at Merrill Lynch, coaching financial advisors to scale their practices and stay confident during volatile markets, getting licensed Series 7 herself. As an HR executive at KeyBank, Stacy helped complete a billion dollar sell-side transaction, and at BDO USA, Stacy advised family businesses in all stages seeking to achieve success in all their ventures and family branches. Dr. Feiner founded her own firm to bring a new lens that accelerates growth of privately-owned companies. Stacy published her first book, Talent Mindset, in 2015, and co-authored the bestselling, The Sixth Level, in 2023, used by universities, businesses, and nonprofits. What You'll Learn ● Why advisors are so important in a business. ● Which kinds of boards to choose for a business. ● The importance of transparent and authentic conversations. Timestamps · [05:37] Why businesses need advisors. · [12:44] Dr Feiner's advice on building an advisory board. · [18:01] Creating transparency and authenticity. · [26:47] Fiduciary boards vs advisory boards. · [38:12] Family councils. · [45:10] Advice to reluctant business owners. Memorable Quotes · “Every business problem that you have is solvable.” – Dr Stacy Feiner [24:26] · “Growth is fun.” – Dr Stacy Feiner [46:40] Websites fambizforum.com. www.stacyfeiner.com. www.linkedin.com/in/stacyfeiner.
Dr. Lise Janelle is a renowned growth accelerator coach who empowers her clients with her groundbreaking Heart Freedom Method, facilitating rapid transformation by dismantling subconscious barriers to success. She's been featured in many radio and TV interviews, including on CBC News and CTV's Canada AM. She shares insights on overcoming inner resistance. A former championship rower and pioneer in women's Ice Canoeing, Lise embraces outdoor challenges like scaling Kilimanjaro and La Haute Route in Switzerland. Her journey from a top 10% earner as a chiropractor to coaching showcases unwavering commitment to personal growth. Founder of the Centre for Heart Living in Toronto, she authored “Conversations with the Heart,” a guide to help the reader live a truly successful life. A member of the Transformational Leadership Council, Lise connects with leaders, leaving an indelible mark on personal development. Her story reflects resilience, passion, and an enduring dedication to guiding others toward their full potential. Dr. Janelle is working on her upcoming book, “Unstuck,” with co-author, Jack Canfield, to be released in late 2024. What You'll Learn ● How to use muscle testing to live more consciously. ● How to build a higher sense of authority. ● How to become self-aware. ● The indicators of emotional wellbeing. ● The process of expanding our consciousness. Timestamps · [04:28] Dr Janelle's background. · [07:39] Muscle testing. · [12:35] Building a higher sense of authority. · [18:46] Three types of bootcamps. · [21:17] Navigating love. · [26:34] Why the body stores pain. · [29:26] Diagnosing emotional wellbeing. · [33:40] The adventure of creating heaven on earth. Memorable Quotes · “90-95% of what we do is actually pre-programmed in us.” – Dr Lise Janelle [12:09] · “Each time we have gratitude, we instantly increase our self-worth.” – Dr Lise Janelle [16:10] · “Whatever is happening, is always happening for us.” – Dr Lise Janelle [37:44] Websites fambizforum.com. drlisejanelle.com. heartfreedommethod.com. www.chrisyonker.com.
Kristi Baxter is a trusted advisor and change partner to executives, leaders, and entrepreneurs. She blends practical experience as an operator with Disney and Coca-Cola, life experience of growing up in a family business, and her inside-out coach approach to help clients achieve extraordinary results and transformation. She integrates a deep appreciation for the beautiful mess of our humanity and a "lead thyself" mentality to guide clients through change, boldly meeting challenges head-on to achieve happiness, confidence, freedom, and abundance. Clients say working with Kristi has had a profound impact on their life, allowing them to step into their power with confidence, energy, and positivity, reaching new heights in their personal and professional life. What You'll Learn ● How to change the mentalities of future generations of leaders. ● The benefit of cultivating leaders. ● The ingredients of leadership development. ● How to know when change is needed. Timestamps · [03:57] Kristi's background. · [10:07] The changing mentalities. · [17:13] The benefit of cultivating leaders. · [23:08] How to assess leadership potential. · [30:44] Overcoming the subconscious ceiling. · [33:27] Important indicators. · [38:04] The heart-centered approach. · [44:22] Questions to ask yourself. Memorable Quotes · “Hire for attitude. Train for skills.” – Kristi Baxter [08:48] · “Your business cannot grow beyond the level of your current leadership.” – Kristi Baxter [20:58] · “A one-size-fits-all approach does not work.” – Kristi Baxter [43:06] Websites fambizforum.com. www.kristibaxter.com. www.chrisyonker.com.
Amanda Osmer is the fourth-generation owner of Grappone Automotive Group. Osmer's great-grandparents, Rocco and Emanuela Grappone, were Italian immigrants who opened a gas station in Concord in 1924. Her grandfather, John Grappone, worked for 79 years to help expand that single business into the Grappone Automotive Group, which today encompasses five New Hampshire dealerships, representing Ford, Honda, Hyundai, Mazda, and Toyota, as well as one of northern New England's largest wholesale parts operations. Amanda launched Leadership Grappone, a program that a seeks out the company's emerging leaders, with the goal of uncovering their true leadership potential. Rebecca Hamilton is the Co-CEO of Badger, a producer of organic body care products. An advocate for issues concerning the environment, ingredient transparency, and societal change, Rebecca has spoken at the White House, addressed the United Nations Convention on Biological Diversity in support of organic and regenerative agriculture, testified before Congress on behalf of safer cosmetics, and attended Senate and House briefings on Capitol Hill in support of family-friendly workplace practices and chemical reform. Rebecca also spearheaded the passing of Benefit Corporation legislation in New Hampshire, a for-profit status that incorporates the pursuit of positive environmental and social impact in addition to profit. She was recently appointed to the National Women's Business Council, a nonpartisan federal advisory committee comprised of women business owners, policymakers, bankers, representatives of women's business organizations, and other stakeholders. What You'll Learn ● How to approach succession planning with the lens of equality. ● Upholding standards with family members. ● Making decisions as a family leadership team. ● How to manage a smooth succession with leaders who aren't ready to let go. Timestamps · [09:27] Taking on leadership roles within family businesses. · [18:13] Unique perspectives as women. · [23:51] Approaching succession planning. · [29:09] Dr Stacy: Are higher standards for family a risk or a benefit? · [32:14] The role of personal development plays in the future of leadership. · [34:26] Lessons learned stepping into leadership roles. · [39:21] Advice to other women aspiring to lead family-run enterprises. · [44:17] When leaders aren't ready to let go during transitions. Memorable Quotes · “Blood is thicker than water.” – Amanda Osmer [28:00] · “Your brain can't be angry and curious at the same time.” – Amanda Osmer [33:26] · “We've had such a female dominated company that we thought about being more intentional of bringing some males in to balance it out.” – Rebecca Hamilton [34:02] · “Get really clear about what your mission is, and then pursue that.” – Amanda Osmer [39:46] Websites fambizforum.com. www.badgerbalm.com. www.grappone.com.
Russ Haworth is a specialist family business adviser and works with families from all over the world to help them understand what role their family business can play in living fulfilled lives. He is the Co-Director of The Land of Giants, a research project that looks at how the rising generation are able to find significance and identity when they have grown up around significant wealth and/or achievement. Russ is a regular speaker at National and International conferences and provides training and education to other professionals looking to enhance their understanding of working with family businesses. He is also the host of the widely acclaimed Family Business Podcast. What You'll Learn ● The effects of living in the shadow of giants. ● How next-gens can navigate their calling. ● How to effectively communicate feelings between generations. ● The importance of authentic transparency. Timestamps · [03:45] Russ's background. · [07:32] Researching prominent rising-Gen family members. · [12:10] The biggest insight from the research. · [22:50] How to help next-gen navigate their calling. · [25:34] Communicating feelings between generations. · [27:05] Authentic transparency. · [28:38] Exploration. Memorable Quotes · “If you don't find out who you are as an individual, that's still something that's missing.” – Russ Haworth [32:25] · “It's not a linear journey.” – Russ Haworth [33:05] Social Media LinkedIn: Russ Haworth. Websites familybusinesspartnership.com. fambizpodcast.com. www.questforlegitimacy.com. Amazon. fambizforum.com.
Troy is the Founder and CEO of Mosaic Research Management, founded in June 2010. Prior to founding Mosaic, Troy was a proprietary research analyst at Elliott Management Corp, a multi-strategy hedge fund firm based in New York with more than $20 billion assets under management. Troy received a B.S. in Economics from the Wharton School at University of Pennsylvania. When away from the office, Troy enjoys working out, meditating, listening to audio books, discussing business with friends, and spending time with his wife and son near their home in DUMBO, Brooklyn. What You'll Learn ● How spirituality informs business. ● How to develop stronger spiritual practices. ● The value of giving ourselves time. Timestamps · [05:24] Troy's entrepreneurial journey. · [19:29] Troy's inspirations. · [32:40] The importance of being open to spiritual practices. · [43:08] How SOS makes it easy to show up. · [48:19] Three types of meditation. · [52:00] A shared meditation exercise. Memorable Quotes · “Your openness to that source of life energy is what creates how bright you shine” – Troy Lavinia [33:53] · “Just spend five minutes on it every day.” – Troy Lavinia [41:42] Social Media LinkedIn: Troy Lavinia. Websites mosaicrm.com. dailysos.com. fambizforum.com.
Tsitsi Mutendi is an internationally recognized Family Business Expert and Family Office Advisor (focused on building multigenerational family wealth). She is a third-generation family business owner, who has learnt how to build and grow business from her predecessors, but like many African family business owners, she has had to build her own businesses from the entrepreneurial spirit that has been cultivated over generations. Unlike the adage, shirt sleeves to shirt sleeves, she did not inherit financial wealth, but she did inherit the intellectual knowledge and the values of entrepreneurship, and now with the acumen she has learnt from the many families she has served and continues to serve, she hopes to pass wealth that becomes multigenerational to her own children and generations after. The family businesses that she has founded and co-founded and built include Mutendi Montessori and Dants Investments. Over her career, she has been successful, and she has bagged many accolades, awards, and recognition to her contribution to various spaces in which she has established her work. She has also sat on numerous company boards and brought her worldly experience to help organizations gain a competitive edge and grow in profit, production, and expansion. What You'll Learn ● How the Baobab tree is a symbol of family businesses. ● Caring for the individual to care for the group. ● How to nurture the five capitals in our businesses. Timestamps · [05:27] Putting together the book. · [07:50] Why the Baobab tree is unique. · [18:40] Human capital. · [22:25] Intellectual capital. · [29:02] Social capital. · [33:44] Spiritual capital. · [35:33] Financial capital. · [40:13] Thinking about long-term continuity. Memorable Quotes · “The sum of the whole is the individuals.” – Tsitsi Mutendi [19:20] · “We are a result of people who made decisions before us.” – Tsitsi Mutendi [41:34] Social Media LinkedIn: Tsitsi Mutendi. Facebook: Tsitsi Mutendi. Instagram: @Tsitsi_Mutendi. Websites tsitsimutendi.com. www.nhakalegacy.com. Amazon.
Melissa Borowicz has been dedicated to working with companies since 2004, focusing on defining corporate culture and aiding leaders to maximize their management teams and personnel. With an adept understanding of relational barriers and their impact on personal and company growth, Borowicz offers practical solutions that enhance value at every stage. Her comfortable and relaxed style ensures ease among individuals during challenging leadership transitions. Borowicz's ability to effectively and efficiently identify and tailor solutions to meet the unique needs of companies is underpinned by a robust educational and professional background. This includes earning a Master's degree in Marriage and Family Therapy, achieving Process Mastery certification from Hammer Company, becoming a Certified ECHO Listening Practitioner, a Certified DiSC Practitioner, and a Certified Master Practitioner in Neuro-Linguistic Programming. She collaborates with business leaders to foster a unified language and understanding within organizations, reaching from the leadership team to employees, customers, and the wider community. Borowicz not only appreciates the significance of but also knows how to secure buy-in at every level, both internally and externally. Driven by the goal of creating self-sufficient individuals and organizations, Borowicz has developed a three-day Leadership Boot Camp. This program guides individuals and staff through comprehensive personal and team development, aiming for consistent leadership. Additionally, her year-long Leadership Collective offers real-world interactional experiences that prepare team members to become adept at handling 50-70% of all organizational development issues. With 17 years of experience, Borowicz has honed her expertise with a range of organizations, from small teams of 10 to large groups of 3,000 employees, across the United States and Canada. She specializes in the effective use of leadership assessments, values identification, and articulation to spearhead culture strategy and transformation, develop leaders, and enhance team dynamics. Outside her professional life, Borowicz enjoys an active lifestyle with her husband, their three boys, and two dogs. An avid runner committed to fitness, she is also a keen reader in her quest for continuous learning and loves to watch her boys engage in basketball and karate, pursuing their passions.
Challenging Power Structures: The Rise of Women in Executive Roles With Amanda Laden Amanda Laden is the Founder & CEO of The FireBrand Institute, Period to Pause, and The VinoKarma Project. Her mission to help fast-growing businesses develop growth strategies, align leadership, and identify market opportunities for change. Amanda is passionate about helping entrepreneurs and businesses acquire fresh insights, answer critical business questions, and innovate and accelerate business outcomes. Helping business owners realize their entrepreneurial capacity and dreams runs in Amanda's DNA and passion for helping others. Amanda has led teams on 5 continents and traveled to over 50 countries. She loves all things relating to food, culture, and travel, especially when wine is involved. When not supporting her quest to find the perfect glass of wine, in her spare time, you can find Amanda dancing on stages with the likes of Seal, Keith Sweat, and Carlos Santana. What You'll Learn ● Why it's more challenging for women to rise to executive positions. ● How to step into masculine and feminine energy. ● How to correct the language we use. ● The importance of community. ● Why we should be setting boundaries. Timestamps · [05:12] A bit about Amanda. · [11:50] Why it's more difficult for women to rise to executive positions? · [16:33] Masculine and feminine energy. · [24:57] The need for empathy. · [30:38] Amanda's advice to future leaders. · [33:21] Boundaries. · [44:43] Amanda's final thoughts. Memorable Quotes · “There's space for all of us.” – Amanda Laden [24:34] · “It is hard to be a woman.” – Amanda Laden [26:57] · “You don't have to show up and be perfect.” – Amanda Laden [47:17] Social Media LinkedIn: Amanda Laden. Websites firebrandinstitute.com. www.periodtopause.com.
Kiva Schuler is the Founder and CEO of The Jai Institute for Parenting, and the author of the ground-breaking book The Peaceful Parenting (R)evolution: Changing the World by Changing How We Parent which examines the “consequences” of traditional parenting methods and offers a more modern approach grounded in emotional intelligence, values-led leadership, and effective communication. Kiva's passion for parenting stemmed from her own childhood experiences of neglect and trauma. Like many of her generation, she had a front-row seat to the kind of parenting that she did not want for her own children. The Jai Institute is the fulfillment of a promise that she made to herself when she was 16 years old that when she had children of her own, she would learn to parent them with compassion, consistency, and communication. On a mission to change the culture around parenting, Kiva wants children to grow up to reach their full potential, and live their lives free of trauma, shame, and emotional wounds. As a mother, she has built an extraordinary business that has touched tens of thousands of lives, and empowered others who share her mission to do this work. What You'll Learn ● How to raise responsible humans. ● How to model self-regulation. ● How to create healthy boundaries. ● How to regulate modern accessibility. ● How to rebuild intergenerational relationships. Timestamps · [04:42] A bit about Kiva. · [08:01] Kiva's parenting philosophy. · [12:19] The idea of conformity. · [16:13] Regulating ourselves. · [29:16] Eating freedom. · [36:34] Where to draw the line. · [44:59] Understanding childrens' capacity. · [49:14] The paradigm of teenage behaviors. · [53:57] Navigating faith. · [56:10] Regulating modern accessibility. · [63:39] Rebuilding relationships. Memorable Quotes · “Tension is contagious.” – Chris Yonker [23:58] · “Stop trying to put them in the box that we think they should be in.” – Kiva Schuler [51:41] · “All a child wants is to be seen and heard and acknowledged by their parent.” – Kiva Schuler [67:24] Social Media LinkedIn: Kiva Schuler. Instagram: @kiva_schuler. Websites www.jaiinstituteforparenting.com. Read: The Peaceful Parenting (R)evolution: Changing the World by Changing How We Parent. Listen: Eddie Stern – Proven Strategies to Lower Your Stress Response and Improve Performance.
Guest Bio Stephen is an integrative coach, healer and meditation teacher at Qineticare who supports individual and multi-generational family healing and harmony. Having trained in counselling, education and business he launched 3 educational institutions, composed several music albums and published 10 books including “Raising Our Vibration: A Guide to Subtle Energy Meditation.” He continues to pioneer neuroscience research with labs in Japan on the effect of subtle energy spiritual exercises on anxiety and stress. Stephen has developed meditation courses, an app, teachers training programs and featured digital courses on a number of global platforms. He co-founded organizations supporting trust, love and wisdom to fund entrepreneurs on their spiritual path. Stephen has given transformational workshops in healing, meditation, and lucid dreaming for over 30 years. He has been featured on radio, television, magazines, books and podcasts as a healer of hearts. He has worked as a Vedic adviser and managed doctors and physicians at natural health and wellbeing clinics. He integrates ancient wisdom, awake awareness and kundalini yoga with modern science and transpersonal psychology into the path of self-realization. Summary In this episode, we explore the concept of bringing the miraculous into everyday life. Our host shares personal experiences that demonstrate how the extraordinary can become ordinary and how we can help others transcend traditional diagnoses. We learn about trusting in life, filling ourselves with love and compassion, and embracing the infinite opportunities that life has to offer. Tune in to discover how to open up to the miraculous in your own life. Timestamps [00:04:45] Becoming a healing practitioner. [00:17:42] The system's contribution to the problem. [00:30:48] Importance of individual work. [00:39:02] Relational attunement and healing. [00:48:21] Environment and attunement. [00:51:44] Acts of kindness and impact. What you'll learn · Bringing the miraculous into everyday life, trusting in life again, filling oneself with love and compassion, and opening up to infinite opportunities. · The importance of individual and collective transformation within families, the complexities and challenges faced by multi-generational families. · The importance of starting with individual self-work, the importance of personal transformation in driving true communication and connection · The concept of relational attunement or alignment, taking responsibility for one's own experiences, and the importance of self-awareness and increasing one's level of consciousness. Quotes · 00:17:42 - "Fix this person because they're the problem. We're fine. It's that person." · 00:30:48 - "Our philosophy that we hold is the individual, we must start with the individual and do the work at the level of the individual first before moving to the collective." · 00:32:23 - "You need to help first initially and primarily each individual to develop this clear sense of self-worth and a clear sense of enough enoughness and a clear sense of within the family of how they communicate and what kind of communication openings and bridges they can create, but equally be aware of their own projections and blocks so that they can communicate their truth in a safe space." · 00:39:02 - "So long as we're open to it, we start to realize that a lot of the attunement that we're wanting in terms of relation is about being open and learning." · 00:49:14 - "once you see, once you see, you can't unsee." Websites chrisyonker.com. https://qineticare.com/stephen-altair-skelton/ https://www.altairlove.com/
Should You Fire Family? Strategies for Managing Family Member Employees With Chris Yonker In this episode, Chris Yonker talks about hiring and managing family members in a family business. Hear about how to bring family members into the business, how to deal with underperforming family members, and the importance of implementing reviews into the business structure. What You'll Learn ● Policies around bringing in family members. ● Dealing with underperforming family members. ● How to build reviews into the business structure. Timestamps · [02:05] Family member entry points. · [06:28] Underperforming family members. · [08:30] Why it happens. · [17:49] Reviews. Memorable Quotes · “Look at this no differently than any other person coming into the business.” – Chris Yonker [04:10] · “Over 30% of all people in an organization are in the wrong seats.” - Chris Yonker [12:19] · “Reviews need to be built into your structure.” - Chris Yonker [17:51] Websites chrisyonker.com.
David DeWolf is the Founder & CEO of Knownwell. David founded and served as CEO of 3Pillar Global, a digital product development organization that grew every year under his leadership. 3Pillar was named on the Inc. 5000, a list of the fastest-growing private companies in the US, ten separate times. David oversaw the company's sale to private equity companies while he served as CEO, twice. David is an angel investor, backing companies and leaders who have visions for companies that can change the world. He's also an active and sought-after board member for high-growth tech companies, and is currently a board member for 2X, Capango, and his alma mater, the Franciscan University of Steubenville. When not building or investing in technology companies, David enjoys traveling and spending quality time with his wife, Teresa, and their 8 children. What You'll Learn ● How AI can be used to improve the workspace. ● How to balance the fear and embracing of AI. ● How to leverage AI to make better decisions. ● How to get AI to ‘listen in' to the bigger picture. Timestamps · [04:31] Getting into the AI space. · [12:13] The democratization of AI. · [17:49] An AI use case. · [21:37] Finding balance. · [29:25] Leveraging AI to make decisions. · [34:20] Getting AI to ‘listen in' to the bigger picture. · [40:34] David's advice. Memorable Quotes · “Artificial intelligence is the biggest, most powerful invention that has ever hit us as humanity.” - David DeWolf [06:07] · “More than anything, jobs are going to change.” – David DeWolf [28:57] Websites David DeWolf. daviddewolf.com. knownwell.com.
Shi Yan Ming is a 34th Generation Shaolin Warrior Monk and Founder & Abbot of USA Shaolin Temple. Named “a real-life superhero” by The RZA from Wu-Tang Clan, Shifu's 1-inch punch is more powerful than a car at 35mph as recorded by History Channel's show, Stan Lee's Super Humans. His disciples and students include Bokeem Woodbine of Spiderman, Wesley Snipes of Blade, RZA, Rosie Perez, and many more. As one of the most respected martial art legends of all time, he has been featured in numerous publications & interviews across the world, including National Geographic, The New York Times, The Atlantic, The New Yorker, VICE Sports, VICE China, Grazia Homme (France), Vogue, Great Big Story, NPR, and more. For his generation and age, Shifu's physical abilities, wisdom, knowledge, and upbringing make him truly one in 3.3 billion on earth. What You'll Learn ● What daily life is like in the Temple. ● The nature of devotion. ● How to build confidence. ● How Shaolin helps in other areas of life. ● How to know once you've found yourself. ● The importance of living in the moment. ● How to find balance. ● How to take authority over our thinking. Timestamps · [06:14] Shifu's story. · [11:42] What foundation of the Shaolin Temple. · [14:49] Day in the life in the Temple. · [16:08] Lessons learned. · [18:46] Devotion. · [28:54] How to build confidence. · [33:18] How does Shaolin help in other areas of life? · [39:37] How to know if you've found yourself. · [43:35] Be honest with yourself. · [46:28] Cherishing the moment. · [49:59] What is balance and how do we find balance within ourselves? · [56:07] Taking more authority over our thinking. · [59:25] Where to start. · [61:18] Happiness vs love. Memorable Quotes · “Everyone needs help.” – Shi Yan Ming [20:32] · “Every moment, every day is precious.” – Shi Yan Ming [20:51] · “Life has everything.” – Shi Yan Ming [31:01] · “We come from nothing. We leave with nothing.” – Shi Yan Ming [49:49] Websites usashaolintemple.org.
Brandon Kleinman is the Founder of Birthday App, Showroom Inc., Laurel & Wolf, and BrainMuffin. He previously served as an Imagineer at Disney, and Global Strategy DIrector at TWBA/Chiat/Day. What You'll Learn ● How to overcome self-doubt. ● The most important questions to ask ourselves. ● How to find the path to innovation. ● Choosing innovation versus tradition. Timestamps · [04:20] Getting into entrepreneurship. · [07:32] Where did Brandon's confidence come from? · [10:42] Overcoming self-doubt. · [12:19] Getting into interior design. · [18:21] Important questions to ask about what's possible. · [24:35] The huge success of Birthday App. · [27:11] Brandon's philosophy on innovation. · [32:26] Innovation and disruption vs tradition. · [40:56] Fairness as a concept. · [43:18] The best part of this podcast. Memorable Quotes · “The best questions make you feel like an idiot.” – Brandon Kleinman [19:19] · “Efficiency is extremely overrated.” – Brandon Kleinman [38:25] · “Fairness is not a real concept.” – Brandon Kleinman [41:27] Social Media LinkedIn: Brandon Kleinman. Instagram: @bksenior. Twitter: @bksenior. Websites birthday.app.
Bill Stranberg is a Partner with Stranberg Resource Group and is experienced in multi-industry, multi-discipline executive search and recruitment. His industry experience includes projects with consumer and industrial manufacturing clients, ranging in size from small cap to multi-national, and including many private and family-owned companies. Bill's functional focus with SRG has been in sales and marketing, general management, and operations. Bill joined SRG in 2013, prior to which he spent seven years on the ground in mainland China, working closely with businesses ranging from small local start-ups to large multinational corporations. Bill's years in China have given him invaluable insight into the cultural and operational challenges and opportunities in the global market, as well as written and spoken fluency in Mandarin. With his multi-cultural scope, Bill is skilled at recruiting across cultural, linguistic, and national boundaries. He excels at relationship development, search strategy, and bringing creative solutions to deliver results to clients. Bill holds a Bachelor's degree from the University of Wisconsin-Whitewater. He is an avid outdoorsman and enjoys playing tennis and woodworking in his spare time. What You'll Learn ● How a family business search is different from other business searches. ● The risk working with non-family executives. ● How to avoid high-risk scenarios. ● What to consider when hiring an advisor. Timestamps · [04:34] Getting into family business. · [12:43] What makes a family business search different? · [20:08] The risks of non-family executives. · [26:15] The family business filter. · [35:20] Advising families on difficult hiring decisions. · [38:29] Advice to families who have never had outside non-family executives. · [48:54] When to hire an advisor. Memorable Quotes · “Family businesses can be very different from one another.” – Bill Stranberg [21:16] · “Our role as advisors to families is to guide them towards what their best interests are.” – Bill Stranberg [33:32] Social Media LinkedIn: Bill Stranberg. Email: bill@stranberg.com. Websites www.stranberg.com.
Celeste J. Ross, MA, HHC, GCFP, is the founder and owner of Inside Out Ventures, helping build educational, business, and family leaders from the inside out. For over 25 years she has been combining her abilities as an educator, trainer/facilitator, and licensed Kolbe® Consultant to provide transformational experiences that develop the innate abilities of individuals, teams, families, and organizations. Celeste has worked internationally and throughout the United States as a consultant, trainer, coach, and speaker with companies like Cartus International, The Hershey Company, and the Salt River Project - helping people develop skills, attitudes, and effective communication practices that impact a positive work culture and high levels of engaged performance. In addition to her degrees in Education and Health Arts and Sciences, Celeste holds certifications in The Feldenkrais® Movement Method, Integrative Nutrition, and offers a variety of online classes: Self-Care Matters, Leading Well, and Moving from the Inside Out. She presently resides in Stockbridge, Massachusetts and enjoys hiking, photography, and writing children's books about her favorite character, Curly Top. In this episode, Chris Yonker discusses the importance of having the right people in the right roles within a company. He emphasizes the need for not only cultural fit and core values alignment, but also understanding each individual's unique strengths and developing those superpowers. Yonker also highlights how executive leadership needs may change over time, and that different individuals may be necessary at different points in a company's history. He acknowledges that family businesses face additional challenges in finding the best roles for family members. Overall, this episode explores the complexities of building a successful team and offers insights on making strategic personnel decisions. What You'll Learn · The importance of having the right people in the right roles · The work of Colby Corp in assessing talent and supporting development · Finding fulfillment and joy in life and identifying passions and purpose · The importance of curiosity and understanding in supporting others Timestamps · 07:13] Empowering students through strengths. · 09:41 Unlocking our potential through self-awareness. · 14:21Finding purpose through passions. · 25:07 Implementer energy and problem-solving. · 27:54 Communication styles and strengths. · 36:06 Different problem-solving approaches. · 42:28 Right seat, right person. · 45:55 The next generation's work values. · 53:25 Family businesses and cognitive strengths. Memorable Quotes And how we do things, if we learn from our parents or teachers or other adults in our lives, and it doesn't quite feel right, it may be that we're working against our grain. (10:20) You're willing to not know for a while until you can gather enough information to make an informed decision. (24:13) I think it's important to always kind of maintain the connection to the past and the purpose or the vision or the mission of the company and who started it. (42:48) It's a win-win-win-win, and that's what we're looking for, and that's what I think the younger generation is looking for again. (50:51) Social Media Facebook: InsideOutVenturesLLC Websites · www.Kolbe.com - For A, B, C Indexes and information about Kolbe · Here's why you should consider the Student Aptitude Quiz - for Student Aptitude Quiz · Heroic Journey: A Rite of Passage Program (includes Kolbe Student Aptitude Quizzes) · www.insideoutventures.com - Inside Out Ventures for further explanations of how to use Kolbe in your life, business and family. Books - Understand more about Kolbe Strengths · § Business to Business : Reality Checks for Family-Owned Businesses – · Kathy Kolbe and Amy Bruske · § Striving Zones - Kathy Kolbe · § Conative Connections - Kathy Kolbe
Tim Winders is a executive coach, author, and host of SeekGoCreate, a podcast and YouTube interview show. He has worked in the areas of leadership, business, and ministry for almost 40 years. Tim was the guy that looked like he had it all: the big house in a Country Club resort, two businesses valued at over a million dollars each, plus over $15 million in real estate. But, in 2008, the real estate markets crashed. After a slow and painful erosion of his companies, he and his wife were bankrupt and homeless living out of their Honda van by 2013. Fast forward to today, Tim and his wife are still homeless, but they consider themselves essential nomads. They live, travel, and work in their 39-foot motorhome while enjoying the best locations North America has to offer. Through this journey, he is convinced that we must redefine success in order to live our best life. This topic is what he has explored with his guests on the SeekGoCreate podcast since 2019. His inspirational novel titled, Coach: A Story of Success Redefined released in May 2022. What You'll Learn ● Why our life purpose is so important. ● How to identify our gifts. ● Where to start figuring out our next steps. ● How to redefine success. Timestamps · [02:34] Tim's background. · [07:29] Tim's religious upbringing. · [14:12] Life purpose. · [17:34] Happiness, fulfillment, clarity, and purpose. · [22:39] Identifying our gifts. · [29:10] When things seem to not be working. · [34:10] Our lowered resilience. · [38:27] Figuring out the next step. Memorable Quotes · “Thou shall not fool thyself.” – Time Winders [27:21] · “Short-term is not what we're all here for.” – Time Winders [33:11] · “Live your own life. Don't compare to other people.” – Tim Winders [43:31] · “Life is short. We're not promised tomorrow.” – Tim Winders [46:46] Social Media LinkedIn: Tim Winders. Instagram: @seekgocreate. Twitter: @SeekGoCreate. Websites seekgocreate.com. timwinders.com.
Karen Eber is an author, leadership consultant, and keynote speaker. Her TED Talk on how your brain responds to stories continues to inspire millions. Her book, The Perfect Story: How to Tell Stories That Inform, Influence, and Inspire, was selected as a Next Big Ideas Club must read. As the CEO and Chief Storyteller of Eber Leadership Group, Karen helps Fortune 500 companies like GE and Microsoft build leaders, teams, and culture, one story at a time. She guest lectures at universities, including MIT and Stanford. She is a former Head of Culture, Learning, and Leadership Development at GE and Deloitte, and is a frequent contributor to media, including Fast Company and Business Insider. What You'll Learn ● The difference between influence and manipulation. ● How to approach stories from a different perspective. ● Feel-good vs uncomfortable stories. ● How to use stories to inspire during difficult times. ● Using parallel stories to convey a difficult message. Timestamps · [03:04] A bit about Karen. · [06:55] How to navigate change through stories. · [14:42] Are we all storytellers? · [16:36] A real-life illustration. · [23:07] To be a truly good storyteller. · [26:04] Stories vs fear. · [31:31] Leveraging stories to create possibility. · [35:17] The fear of being alone. · [37:43] Embracing change. · [45:34] Telling parallel stories. Memorable Quotes · “You learn a lot from the way people talk to you and how they're framing things.” – Karen Eber [22:57] · “People aren't buying a product or service; they're buying an aspiration.” – Karen Eber [23:47] · “Stories do not have to be happy.” – Karen Eber [27:10] Social Media LinkedIn: Karen Eber. Instagram: @kareneber1. Twitter: @kareneber1. Websites www.kareneber.com.
Jane Johnson is the President and Co-Founder of Business Transition Academy, Inc. As a former business owner who successfully guided her business for 14 years until it was acquired in 2004, Jane discovered how much time, planning, and preparation were necessary to consummate the sale of her business, achieve her goals, and ensure business continuity. This experience fueled her desire to assist other business owners with their ownership transitions, whether they intend to transfer their business internally to management or externally to an outside buyer. In 2010, Jane was awarded the Excellence in Exit Planning Achievement Award from Pinnacle Equity Solutions, and in 2020, she won the Silver Stevie Award for Female Entrepreneur of the Year. What You'll Learn ● The weight of considering a business transition. ● When it's time to think about your business exit. ● What changes are expected in tax laws? ● How can you enhance the value of your business? ● What it takes to bring in an outside partner. ● How long is the exit process? ● When you should reach out to Jane. Timestamps · [03:30] Jane's background. · [06:31] Jane's ideal clients. · [08:23] The weight of a pending transition. · [11:26] Thinking about your exit. · [17:38] Upcoming tax changes. · [21:55] How to avoid high tax implications. · [25:44] Business valuations. · [28:55] How to enhance the value of the business? · [32:07] Mergers. · [35:08] Selling a percentage of the business. · [41:17] The exit cycle. · [42:35] When should you reach out to Jane? Memorable Quotes · “The day you start your business, you should be thinking about how you're going to exit.” – Jane Johnson [11:55] · “You have to really vet who you sell to.” – Jane Johnson [37:20] · “It's not a quick process.” – Jane Johnson [42:24] Social Media Jane Johnson. Websites www.businesstransitionacademy.com.
Rodrigo Himiob is an Advisor and Managing Director at Generation6, a global family business advisory firm. He also serves as an Advisor to the BCBR Program at Santa Clara University. Prior to this, he served as the VP of Operations and Partner of Houston Anodes, as an Advisory Board Member of the Corrosion Technology Program at Houston Community College, and as the Manager of Corrosion Services at TRC Companies, Inc. Venezuelan-born, Rodrigo is a third-generation business owner whose expertise encompasses executive leadership, operations, project management, and strategic planning. Rodrigo holds a BSc and MSc in Ocean Engineering from Florida Atlantic University, and an MBA in Families and Business from Kennesaw State University. What You'll Learn ● When is it time to bring in a non-family member? ● Navigating the dynamics between family and non-family members. ● Is there ever complete agreement? ● Who does the family business advisor work for? ● Can a family business work without working family members? ● When to bring in significant others. Timestamps · [03:35] Rodrigo's career path. · [05:56] What's most meaningful about this work? · [09:18] When there's a miscommunication about the handover. · [16:22] When it's okay to bring in a non-family member. · [21:03] Family and non-family member dynamics. · [26:55] How to overcome animosity. · [33:13] Does everyone have to agree to the process? · [38:22] A family business with no active family members. · [45:24] Involving significant others in the family business. Memorable Quotes · “Whoever you bring in, they should have some level of family business experience.” – Rodrigo Himiob [23:13] · “You don't have to have 100% agreement. You can build that agreement.” – Rodrigo Himiob [34:36] · “A good family business advisor is going to not work exclusively for whoever brought them in.” – Chris Yonker [36:46] · “You want to give your family members the choice to be in the family business.” – Rodrigo Himiob [43:47] · “You need to bring your spouses in as quickly as you can.” – Rodrigo Himiob [46:14] Social Media Rodrigo Himiob. rhimiob@generation6.com. Websites www.generation6.com.
Trey Taylor is the Managing Director of Threadneedle, the Taylor Family Office, Chief Executive Officer of Taylor Insurance Services, Managing Director of trinity | blue consulting, and Founding Partner of Ascend Partners. He is also an investor, the Author of A CEO Only Does Three Things, a frequently featured keynote speaker, a private pilot, a WSET-Certified sommelier, and the Co-Founder of Tyche Wines. Georgia Trend Magazine named Trey as one of their 40 under 40 in 2013, and TinyHR awarded him with the Happiest Company Award, the Cheers for Peers MVP and Cheers for Peers MVP Giver Awards, and the Employee Recognition Award in 2014. Trey holds BAs in History from Mercer University and Emory University, a JD in Corporate Transactions, Tax, and Complex Negotiations from Tulane University Law School, and he is a Corporate Finance Graduate of the Venture Capital University Certificate Program from The University of California, Berkeley School of Law. What You'll Learn ● How much time is required to work on the Three Things? ● What it means to cultivate a workplace culture. ● The power of transparency. ● Why can't we let things go? ● What is lacking in today's CEOs? Timestamps · [06:49] A bit about Trey. · [14:05] Doing the Three Things. · [16:48] Thinking about culture. · [21:08] The importance of transparency. · [25:37] Making up stories about why we can't let things go. · [28:00] The persona of a CEO. · [31:22] What's lacking in today's CEOs? Memorable Quotes · “Culture is that which you cultivate.” – Trey Taylor [16:50] · “75% of people are in the wrong position.” – Trey Taylor [20:15] · “The general population is very good at creating stories of why we can't let things go.” – Chris Yonker [25:04] Social Media Trey Taylor, J.D.. Websites Taylor Insurance Services. trey-taylor.com Trinity | Blue. Threadneedle. aceoonlydoesthreethings.com. plantyourflag.live. Book mention: Ownership Thinking, by Brad Hams.
Click HERE, for the original episode on the Seek Go Create podcast, listen here: Reasons to Listen: Explore pathways to reach new heights in personal and career growth. Recognize the importance of aligning with core values for intentional living. Tap into the dynamics of family businesses and the obstacles they may encounter. Realize the essential nature of self-awareness in coaching scenarios and beyond. Cultivate a mindset that promotes sustainable and effective change in life. Episode Highlights: 00:00:00 - Importance of Present Moment, Chris emphasizes that spending more time in the present is crucial for love, connection and meaning. He believes that it is essential to plan and be intentional about where we spend our time and energy. 00:02:12 - Helping People Out of Suffering, Chris explains that he helps people get out of their suffering, even though it is not something he markets. He says that his clients want a higher level of peace of mind so that they can enjoy their life at a higher level. 00:05:31 - COVID and Mortality and Change, Chris observes that people don't usually talk about their mortality, and COVID has made people more aware of it. He believes that the pandemic has resulted in a reset, and people are valuing their life, health, and family more. He has noticed that people are willing to make changes in their lives. 00:09:41 - Looking Inward and Finding Core Values, Tim and Chris discuss how the pandemic has made people look inward and find their core values, rather than living superficial lives. They emphasize the importance of understanding and answering the question of "who am I?" and "what is my purpose?" to live intentionally. 00:12:28 - Illusions of Identity and Language, Chris talks about the two questions he asks his clients: "Who am I?" and "What is my purpose?" He believes these questions are illusions because most people answer with a label, job title, or role they play 00:14:36 - Relationship with Something Beyond Ourselves, Chris discusses chapter three of his book, which explores the idea of a relationship with something beyond ourselves. He shares examples of how exploring this relationship has helped some of his clients shift their lives and overcome trauma from their past. 00:21:08 - Privately Held Family Business, Chris explains that his primary niche is privately held family businesses, which make up about 75% of his work. He contrasts these businesses with Corporate America, where decisions are often driven by the bottom line and quarterly objectives, and explains that family businesses often prioritize values like caring for employees and making a positive impact on the world. 00:23:50 - Differences in Business Structures, Chris explores the differences between privately held family businesses, publicly held companies, and private equity firms. He notes that publicly held companies and private equity firms often prioritize the bottom line and stock performance, while family businesses often prioritize values like caring for employees and making a positive impact on the world. 00:25:59 - Impact of Work, Tim and Chris discuss their experiences working in Corporate America and how it can be more difficult to have a meaningful impact on clients and the world. They both emphasize that they prioritize making a positive impact with their work, and that this is often easier to do when working with privately held family businesses. 00:27:23 - Prioritizing Values, Chris shares an example of how he prioritized his employees during the COVID-19 pandemic by continuing paying them while he took no pay. 00:28:53 - The Complications of Family Dynamics in Business, Chris discusses the complexity of family and business relationships and how dysfunction in one can impact the other. He highlights the importance of addressing conflicts and challenging beliefs and narratives that may no longer serve the family business. 00:31:10 - The Importance of Loyalty in Family Businesses, Chris and Tim discuss the idea of loyalty in family businesses. Chris emphasizes the need to question what one is loyal to and the importance of creating new narratives and beliefs that serve the family business's long-term goals. 00:33:59 - Creating Space for Mindful Practices, Chris emphasizes the importance of creating space in one's schedule to engage in mindful practices such as meditation, breathwork, and exercise. He suggests starting with small increments of time and gradually building up to create a new habit. 00:38:50 - The Catalysts for Personal Growth, Chris shares his personal journey towards personal development and growth. He opens up about his difficult upbringing and how his pursuit of personal development helped him overcome his self-doubts and transform his life. 00:40:42 - The Power of Coaching for Personal Growth, Chris discusses the importance of hiring coaches to help in personal development. He emphasizes the value of having someone to guide and challenge one's beliefs and help them overcome their limitations. 00:42:46 - Finding Your Purpose, Chris Yonker emphasizes the importance of finding one's purpose and journey in life. He believes that having self-awareness and identifying one's core values are essential for personal transformation. Working with a coach or mentor can help individuals identify and address their blind spots and develop self-awareness. 00:44:05 - Redefining Success, Yonker and Winders discuss how success can be defined differently for different individuals. They mention the importance of being able to live the lifestyle one wants, such as spending time with loved ones or traveling. Yonker believes that being intentional and investing in oneself can help overcome the pain associated with spending money or time. 00:48:28 - The Value of Coaching, Yonker believes that working with a coach or mentor is essential for personal growth and transformation. Coaches can help individuals develop self-awareness, address their blind spots, and navigate their path in life. However, it is important to work with an experienced and conscious coach who can avoid projecting their own worldview onto their clients. 00:51:18 - Time and Perception, Yonker discusses how time is a human construct, used for measurement and planning. He believes that emotions are contextualized by time and that being present in the moment is important for finding meaning and connection. Yonker recommends being intentional and investing time in being present with loved ones and pursuing one's passions. 00:53:48 - How to Connect with Chris Yonker, ChrisYonker.com 00:55:49 - The Value of Thought-Provoking Content, The host wraps up the episode by highlighting the importance of thought-provoking content that challenges individuals to think critically and expand their perspectives. He encourages listeners to follow and subscribe to Chris Yonker's podcast for more insightful conversations. 00:56:00 - Weekly Episodes and Final Thoughts, The host reminds listeners that new episodes are released every Monday and encourages them to follow the podcast. Tim ends the episode by urging listeners to continue being true to themselves and fulfilling their potential. Key Lessons: Understanding the beliefs and narratives of a family business is crucial to working effectively with them. Having a mentor or coach can help individuals identify their blind spots and drive transformation. Success is relative and it's important to have perspective and understand that there is a bigger picture. The pandemic has forced people to slow down and reflect on their priorities and make changes in their personal and business lives. Creating space and intentionally blocking out time for things like self-care and family time is important for achievers who tend to over-schedule. Incorporating spirituality and exploring a relationship with something beyond oneself can help individuals find fulfillment and purpose in life. Resources & Action Steps: Visit Chris' website to learn more about his coaching services. Check out The Secret Thoughts of CEO's podcast. Purchase Chris Yonker's book, Soul Intention: An Executive's Guide to Living a Life by Choice, Not by Chance. Consider working with Chris Yonker to gain insights into how you can create lasting, positive change in your life. Sit with the questions Who am I? and Why am I here? to gain a deeper understanding of your core values and purpose. Explore the hierarchy of fulfillment, with spirituality as the foundation, to identify areas in your life where you can find greater fulfillment. Make intentional choices about how you spend your time and prioritize the things that bring you meaning and connection. Be open to revising your perspective on life's big questions as you gain new insights and experiences. Thank you for listening to Seek Go Create! Our podcast is dedicated to empowering Christian leaders, entrepreneurs, and individuals looking to redefine success in their personal and professional lives. Through in-depth interviews, personal anecdotes, and expert advice, we offer valuable insights and actionable strategies for achieving your goals and living a life of purpose and fulfillment. If you enjoyed this episode and found it helpful, we encourage you to subscribe to Seek Go Create on your favorite podcast platform, including Google Podcasts, Apple Podcasts, and Spotify. By subscribing, you'll never miss an episode and can stay up-to-date on the latest insights and strategies for success. Additionally, please share this episode or what you've learned today with your friends, family, and colleagues on your favorite social media platform. By sharing our podcast, you can help us reach more people who are looking to align their faith with their work and lead with purpose. 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David Karofsky is a principal consultant with The Family Business Consulting Group, specializing in advising family businesses around the challenges and opportunities inherent to the family business. Prior to working with The Family Business Consulting Group, David worked in his own family business consulting practice with his father for eight years. The father-son team are the authors of So You're in the Family Business: A Guide to Sustainability. In addition, David was vice president of marketing for a software start-up where he helped launch the company and raise over $10 million in funding. David also served at EMC Corporation for eight years, holding various corporate roles, including managing operations for worldwide marketing. The recipient of multiple achievement awards, David has been a guest speaker internationally and is a mentor to current and former MBA students at Northeastern University's Graduate School of Business and serves on the Marketing Career Track Advisory Board. He is a founding member and former chair of the Boston chapter of the Young Presidents' Organization's Young Adult Forum, member of the Family Firm Institute, where he holds certificates in Family Wealth and Advanced Family Business Advising with Fellow status, member of the Board of Directors of the Rogers Foam Corporation, and a former member of the Executive Board of Directors for the Men's Associates at Hebrew Senior Life. What You'll Learn Why communication is vital as a foundation. What governance looks like in a family business. How to handle increasing complexity in ownership transitions. How to create a roadmap for successful transitions. The benefits of building a board. Timestamps [04:02] A bit about David. [06:16] Advising family businesses as a family business. [07:12] Communication is key. [11:12] Governance in family business. [15:09] Ownership transitions. [17:53] Fair and equal. [22:07] Creating the transition roadmap. [27:51] Building a board. [36:54] Overcoming the fear of the board. [39:37] ROI of the board. Memorable Quotes “Conflict is inevitable.” – David Karofsky [06:53] “Assumption is the mother of all evil.” – David Karofsky [10:30] “In family, fair sometimes is equal.” – David Karofsky [18:33] “You've got to be able to listen to other people.” – David Karofsky [36:22] Social Media David Karofsky. Websites The Family Business Consulting Group.
Richard Wolkowitz is Founder of Xylogenesis | Family Office Advisory and serves as a family advisor with 25+ years of first-hand, inner working experience of multiple family offices (of all types). Rich's background is in law, business, independent board of director service, management, operations, financial services, and professional service firm leadership with a focus on serving multigenerational families and their full business and life continuum of needs. Rich began his legal career in The White House, and then joined an AM 100 law firm where he was an Equity Partner, Chair of the firm's Hiring Committee, and practiced international and domestic M&A and business transactions, serving as outside general counsel and consigliere to public, PE/VC-backed, and family enterprises. Rich then joined his own family's third-generation enterprise before managing two different single-family offices as non-family leader. Prior to founding Xylogenesis | Family Office Advisory, Rich managed a global family business consulting firm. He now consults for family offices, whether existing or in concept, supporting the family and their family office staff, and team of multidisciplinary trusted advisors. Rich graduated from the Georgetown University Law Center (LL.M, International Transactions and Comparative Law with distinction), Gonzaga University School of Law (JD, cum laude and Editor of The Law Review), and University of Illinois – Champaign-Urbana (BS, Agriculture Economics with honors) and resides in a suburb of St. Louis, Missouri. What You'll Learn ● When to establish a “family office.” ● What the boundaries should be in family businesses. ● Xylogenesis as a metaphor for a family business. ● What the most progressive family offices are doing today. Timestamps · [04:51] Rich's background. · [08:56] Establishing a family office. · [11:35] Family-employee boundaries. · [13:49] Legal exposures of family offices. · [18:35] Leveraging resources to grow. · [24:25] The process of Xylogenesis. · [31:01] Important questions to ask family members. · [34:32] When to look for a family office. · [41:44] What the most progressive family offices are thinking today? · [46:12] When to reach out to Xylogenesis. Memorable Quotes · “Continuity for the sake of continuity isn't the right reason.” – Richard Wolkowitz [07:52] · “If you're mixing business and personal, that can jeopardize your licensure.” – Richard Wolkowitz [16:11] · “Life is short. Life may not continue like with thought.” – Richard Wolkowitz [45:11] Social Media Richard Wolkowitz. Xylogenesis | Family Office Advisory. Websites xylogenesis.com.