Podcast appearances and mentions of ellie frey zagel

Ellie Frey Zagel is a leadership coach specializing in multi-generational family businesses. She helps next generation leaders thrive in times of uncertainty and crisis. Ellie's coaching includes management of time and stress. In fact, she provided a Six Step approach right in our conversation. We also talked about “The Ideal Week” and Ellie's unique journey to now as she did something for herself that led to her doing so much for others. Please breathe in and take in this episode of GENeration EXcellence with Ellie Frey Zagel.

This podcast for those who are weighed down by all the things that come along with running a family business. If you’re ready to learn the exact tools, strategies, and mindset shifts you need to become the leader you want to be - and have a bit of fun while doing it - subscribe or follow the podcast on your favorite podcast app and visit successfulgenerations.com for more information. 

Have you ever wondered what goes on inside my brain?   I'm super excited and also a little freaked out by this episode.    As promised, I am going to be revealing to you my messy human brain, and I'm doing that by bringing on my own coach, Ellie Frey Zagel. We are talking about some of the things that she's coached me through over the last couple of years.   I get emotional in this episode. We talk a lot about the change in my self-concept and money mindset over the last couple of years.    If you want a chance to peek inside my messy brain and maybe learn something from it, be sure to tune in to this special episode!    Connect with me @neillwilliamscoach on Instagram and Facebook If you’re loving what you’re learning on this podcast every week - the tools, the strategies, and the brain hacks to unbusy your schedule and also unbusy your mind so that you can unbusy your life - please subscribe, rate and review by heading to Apple Podcasts or wherever you listen to podcasts. Full show notes available at www.neillwilliams.com/podcast

The first of the year is a time of renewal and new beginnings. Many of us draw a line at the end of  2019 and start fresh with new goals and resolutions for the new year. While there may be some merit to this, in this podcast, Ellie Frey Zagel challenges you to think about this time and your goals a little differently.  Don't give up on your goals based on an arbitrary timeline. Keep your momentum and achieve what you set out to do!

Are you ready to achieve the goals you’ve been setting for yourself year after year? Listen in for Ellie Frey Zagel’s 12 steps to get you there. More at successfulgenerations.com.

In this episode, Ellie Frey Zagel speaks with Bruce Werner, who is a member of the third generation of Werner, a ladder and climbing equipment company that sold in the late 90s. They discuss good governance and boards.

What is a community foundation, and how do these charitable organizations work? Ellie Frey Zagel explores this topic with Neel Harja, CEO of the Ann Arbor Area Community Foundation.

Working in her family's foundation from the age of 15, Ellie Frey Zagel felt eclipsed by the organisation and its leaderships' personas. Eventually, her responsibilities grew to such an extent that she reached a breaking point and had to take time off. Before she could fulfil her work obligations, however, she had to figure out what she owed herself. Zagel's experience coming to terms with isolation, obligation and overwork informs her passion for next-generation mentorship. Her brand, Successful Generations, is a resource for leaders to promote healthy decisions and personal boundaries. On this episode of The Family Business, Ellie Frey Zagel speaks with Ramia about family business health and well-being for the rising generation. – Family business membership can come with a lot of pressure to perform. – Lacking resources to help them deal with that pressure, many next-gens are unable to reach their full potential. – The health of a business depends on the health of its leadership. Business leaders need to learn how to say no, so they can work better, not just more. Listen on Spotify, Apple Podcasts, Google Podcasts, Stitcher and TuneIn. Also, read the full article here.

In this week's episode, Cynthia talks with Life Coach Ellie Frey about our limiting beliefs when it comes to achieving our goals and how to overcome them. Prepare to be encouraged and inspired! Ellie Frey Zagel is 3rd Generation, Vice Chair and Trustee of her family's foundation the Frey Foundation based in Grand Rapids, MI. For nearly a decade she has been deeply involved in working with the next generation of family business, family philanthropy, and family wealth, first as Director of the Family Business Alliance and now as President of Successful Generations, a company she recently founded. Is it time to make some changes in your life? Do you want to stop the madness and get on track with your health? Maybe coaching is right for you. I've helped many people gain their health back over the years, and would love to talk with you. Just reach out with the link below to get on my schedule. From time to time I have openings for new clients and accept them on a first come first serve basis. Book a Discovery Call  

In this episode, Ellie Frey Zagel speaks with Bruce Werner, who is a member of the third generation of Werner, a ladder and climbing equipment company that sold in the late 90s. They discuss good governance and boards.

In this episode, Ellie Frey Zagel and Arden O'Connor talk about addiction and its impact on families. Arden grew up in a family business and is the Founder of O’Connor Professional Group, a company she started to address the needs of families and individuals struggling with an array of behavioral health issues, including addiction, mental health disorders, eating disorders, learning, and other developmental challenges. Access links to resources in the show notes at https://successfulgenerations.com/episode067/.

Mitzi Perdue continues her conversation with Ellie Frey Zagel. She shares what she's doing to help raise awareness and big dollars to end human trafficking. Plus, she answers the bonus questions. Get links at https://successfulgenerations.com/bonusepisodemitziperdue or visit http://www.antitraffickingauction.com/.

In this episode, Ellie Frey Zagel, a Gen Xer, is joined by Colleen Mitchell, a Boomer and Paige Cornetet, a Millennial. Together, this trio has created 3Gen Perspectives—a program they’ve shared with several family wealth audiences this year. While they have a lot in common, their conversation demonstrates how their generation and life experiences influence their views on giving back and how they approach philanthropy. Get the show notes at https://successfulgenerations.com/episode051/.

This episodes guest is a little different than the others. Ellie Frey Zagel is not part of a corporation, but is an executive coach for multi-generational family owned businesses. She is a third generation philanthropist connecting the next generation of family business, family philanthropy and family wealth to the resources they need to be the leader they want to be. We discuss the impact of women in family-owned businesses, leadership development, and much more!

Ellie Frey Zagel is 3rd Generation, Vice Chair and Trustee of her family’s foundation the Frey Foundation based in Grand Rapids, MI.   For nearly a decade she has been deeply involved in working with the next generation of family business, family philanthropy, and family wealth, first as Director of the Family Business Alliance and now as President of Successful Generations, a company she recently founded. We talk about the importance of raising financially responsible children and the work that she is doing with her own business and podcast series.  You can find out more about Ellie here: https://successfulgenerations.com/about/ She is also on Twitter: @EllieFreyZagel Her podcast can be found here and is excellent! https://itunes.apple.com/gb/podcast/successful-generations/id1315142236?mt=2 She is also on Linked In: https://www.linkedin.com/in/ellie-frey-zagel-94762815/  Support this podcast

  Peer groups, sometimes referred to as mastermind groups, can be incredibly helpful and effective at moving you along the path to achieving goals. Personally, I’ve been involved in peer groups for more than 12 years. In my former role as an executive director of a family business center, I put together 18 different peer groups for NextGen and NowGen business leaders. Today, I run a group on goal setting, and soon I’m launching the first Successful Generations’ peer group focused on wellness and leadership. In summary, this is a tool I know and believe in.   I love peer groups because they are like having a trusted sounding board available to support, challenge, advise and cheer you on. And in return, you do the same for the other group members. The group’s success is based on each member’s success, so time and participation are required.   In this solo-episode, I do a deep dive into peer groups—giving you some definitions, sharing my experiences, and explaining what they are and what they’re not. I leave you with a checklist and an exercise to help you identify if a peer group is right for you.   Topics discussed in this episode:   Defining peer groups (1:35) What’s the difference between a peer and mastermind group? (3:09) How I gained experience and expertise in this area (3:58) It’s all about value! (6:38) A peer group is not… (12:47) Checklist: 5 ways to determine if a peer group is right for you (15:45) Costs (19:35) Reflection: Why do you want to join a peer group? (20:40) Wrap and resources (22:55)   Notable & Quotable:   The group is for the group. The peer group’s success is based on each individual’s success, commitment, and participation. —Ellie Frey Zagel #successfulgenerations   In a peer group you know not your not alone. There are other people grappling with the same issues you are. —Ellie Frey Zagel #successfulgenerations   Peer groups require a high level of trust, confidentiality and engagement. —Ellie Frey Zagel #successfulgenerations     Resources mentioned in this episode: A definition of peer groups The Success Alliance and Napoleon Hill The Law of Success and Think and Grow Rich, both by Napoleon Hill YPO (Young Presidents Organization) Vistage Executive Coaching    

For the past couple of years, I’ve been doing a lot of personal work, self-reflection, and goal-setting. As I’ve mentioned previously, I’m a big fan of Michael Hyatt, and one of the most powerful exercises that I’ve done with him is around limiting beliefs and liberating truths.   I like this definition of limiting beliefs from changingminds.org: “Limiting beliefs are those which constrain us in some way. Just by believing them, we do not think, do or say the things that they inhibit. And in doing so we impoverish our lives.” I also like the visual provided by this quote from Rosamund Stone Zander and Benjamin Zander, authors of The Art of Possibility: “Every story you tell yourself is based on a network of assumptions. Draw a different frame around the same set of circumstances and new pathways come into view.” From my perspective, identifying and understanding your limiting beliefs is absolutely fundamental to achieving your goals. If you have a goal that seems out of reach—no matter how big or small—maybe now is the time to take a closer look at what is standing in your way. I hope that sharing my experiences and guiding you through an exercise in this podcast episode will help reframe your beliefs and move you forward to achieve what’s in your heart. You’ve got this! Topics discussed in this episode: Intro to limiting beliefs (:45) What are limiting beliefs? (1:45) My personal experience with limiting beliefs (2:45) Limiting beliefs exercise (8:43) Step One: Write down your goals (9:00) Step Two: List your limiting beliefs (9:42) An example from my life (12:02) Step 3: Turning limiting beliefs into liberating truths (17:00) Step 4: Create affirmations that shut down limiting beliefs (19:35) Wrap up and resources (20:09) Notable & Quotable: A limiting belief is something in your mind that is standing in your way of achieving something else. —Ellie Frey Zagel #successfulgenerations Identifying and understanding your limiting beliefs is fundamental to achieving your goals. —Ellie Frey Zagel #successfulgenerations Resources mentioned in this episode: Reframing Limiting Beliefs Worksheet Changing Minds definition of limiting beliefs The Art of Possibility by Rosamund Zander and Benjamin Zander Michael Hyatt’s description of limiting beliefs Michael Hyatt’s Best Year Ever Right-click and "Save As" to download this episode to your computer. Subscribe now! Don’t risk missing out on any of the fun that is to come. Sign up for our weekly newsletter! www.successfulgenerations.com/itunes www.successfulgenerations.com/stitcher www.successfulgenerations.com/googleplay   Want more of Successful Generations? Check out our other episodes:  Episode 015: Beyong the Piggy Bank with Father, Author, and Entrepreneur Clint Greenleaf Episode 014: More Awareness and Less Stress through Yoga Episode 013: Raising Children to be Amazing Business Owners with Paige Cornetet Episode 012: Generous Genes with Susan Crites Price Episode 011: Digging into the Family Business Landscape with Daniel Van Der Vliet Episode 010: 10 Things My Family Did to Engage us in Family Philanthropy Episode 009: Stress Management and Holistic Health with Cynthia Damaskos Episode 008: Family, Fights and Ferry Tales with Chris Shepler Episode 007: Raising Financially Responsible Kids Through the Holidays (and Beyond) Episode 006: Join the Philanthropic Revolution with Michael Moody Episode 005: Estate Planning 101 aka Estate Planning is Not Optional with Susan Gell Meyers  Episode 004: Ginny Esposito - Engaging your Family in Family Philanthropy Episode 003: Leadership, Wellness, and Concierge Medicine with Dr. Bill Baer Episode 002: Douglas D Box, Texas Patriarch - A Legacy Lost Episode 001: About Your Host Ellie Frey Zagel   Learn more about Successful Generations: FB: @SuccessfulGenerations Twitter: @EllieFreyZagel Email: ellie@successfulgenerations.com Instagram: SuccessfulGenerations Have a topic suggestion? If you are the next generation of family business, philanthropy and wealth, and have a topic you think we should discuss, let us know at Ellie@successfulgenerations.com.  

In this episode, my guest Daniel Van Der Vliet and I dig into family business from the family business center/academic perspective. Dan is currently The John and Dyan Smith Executive Director of Family Business, part of the Smith Family Business Initiative, at Cornell University. Dan tells us about his role and the family business initiative at Cornell, which is fairly unique. There are less than 100 programs in North America focused on family business—especially staggering considering there are close to 4,000 programs on entrepreneurship.   Together, we discuss family business centers and their role as a resource for family businesses; Dan gives us his version of OMFG (ownership, management, governance and family); and we go deep on the link between family business and entrepreneurship.   Topics discussed in this episode:   Meet Dan  (1:52) What is a family business center? (3:10) The importance of peer-to-peer learning (4:48) Dann’s version of OMFG (7:38) Tools for good governance (13:20) Family business and wealth in the spotlight (20:00) Next Gen impact and family business (24:32) Family business and entrepreneurism (30:15) Using entrepreneurism as a teaching ground (35:07) Leveraging networks (38:49) How to find Dann (43:28) Bonus questions! (47:00)   Check out this episode's webpage at www.successfulgenerations.com/episode011   Notable & Quotable:   As society moves ever faster, there’s a feeling that we’re becoming less connected. Family businesses fly in the face of that. They are a constant in our communities. They have the corner market on trust and familiarity. —Daniel Van Der Vliet #successfulgenerations #familybusiness   When the next generation of a family business initiates or leads the conversation, they demonstrate leadership, show curiosity, and break down barriers. —Daniel Van Der Vliet #successfulgenerations #familybusiness   The issues from family business to family wealth are the same; your still dealing with family members, planning for the future, change from one generation to the next, and what the expectations are in an ever-changing world.—Daniel Van Der Vliet #successfulgenerations #familybusiness   Family businesses create wealth, and often because of their family values, they create a philanthropic vehicle —Ellie Frey Zagel #successfulgenerations #familybusiness #philanthropy   To be a leader you have to earn credibility and respect first and not just from the family, but also from the other people in the enterprise that make it work. —Daniel Van Der Vliet #successfulgenerations #familybusiness   Sometimes a simple conversation can save a family (and the family business). —Ellie Frey Zagel   There is a strong connection between family business and entrepreneurship. —Daniel Van Der Vliet #successfulgenerations #familybusiness   Family businesses are not just corner stores in your neighborhood. They drive innovation globally and tend to be a great place for creating new ideas and nurturing the next generation. —Daniel Van Der Vliet #successfulgenerations #familybusiness   There’s a strong connection between family business and entrepreneurism. Family often has the resources and the network, be they social intellectual or financial, to help drive and spur innovation.—Daniel Van Der Vliet #successfulgenerations #familybusiness   Rather than think about what would happen if you fail, think about what does it look like when you succeed. —Daniel Van Der Vliet #successfulgenerations #familybusiness   Resources mentioned in this episode:   Smith Family Business Initiative at Cornell Smith Family Business Initiative Upcoming events Family Business Blog @FamBizSuccess Right-click and "Save As" to download this episode to your computer.   Subscribe Now! Don’t risk missing out on any of the fun that is to come.     Learn more about Successful Generations: successfulgenerations.com FB: @SuccessfulGenerations Twitter: @EllieFreyZagel Email: ellie@successfulgenerations.com   Have a topic suggestion? If you are the next generation of family business, philanthropy and wealth, and have a topic you think we should discuss, let us know at Ellie@successfulgenerations.com.  

As a third generation board member of my family’s foundation, philanthropy plays a big role in my life. I was first introduced to our foundation when I was 15. Today, nearly all of my siblings and cousins remain involved in the family foundation—pretty good, especially considering we are spread out geographically and raising our own families. It’s not always easy, but I think we agree that it’s an honor to carry on my grandparents legacy and work together to do good in the communities we serve.   People always ask how our family got us involved in philanthropy. So, this episode is dedicated to answering that question. I provide 10 things my family did well (because who doesn’t love a top 10 list) and I also share some of our lessons learned.  From my family to yours, enjoy!     What Topics discussed in this episode:   Background, how we became involved and why it can be a challenge? (1:49) #1 They asked (4:04) #2 They met us where we were (5:57) #3 They created a junior board (7:16) #4 They took us on site visits (my favorite!) (9:00) #5 They gave us tools (11:38) #6 They provided hands-on education (17:25) #7 We watched them in action (20:26) #8 The Foundation made it easy (23:03) #9 We talked shop as a family (24:59) #10 They’re good role models (26:14) Things we could have done differently (27:34)   Notable & Quotable:   I think family philanthropy is pretty much the best legacy my grandparents could have left us. —Ellie Frey Zagel #successfulgenerations   9 of 10 of the 3rd generation are actively engaged in our family’s foundation. There are definitely some things our 2nd generation did well to get us here. —Ellie Frey Zagel #successfulgenerations For me, being involved in the family foundation is rewarding because we are doing great work together and getting to know each other on a different level. —Ellie Frey Zagel #successfulgenerations   Site visits were the #1 thing that solidified family philanthropy for me.  —Ellie Frey Zagel #successfulgenerations   With a twenty-plus year leadership runway, it felt like we were at the kids table for an incredibly long time. —Ellie Frey Zagel #successfulgenerations   With family around the board room table, everything can seem personal at times. —Ellie Frey Zagel #successfulgenerations   Resources mentioned in this episode:   Frey Foundation Subscribe Now, Leave a Rating and a Review:  Don’t risk missing out on any of the fun that is to come:  iTunes Stitcher Google Play   Learn more about Successful Generations: successfulgenerations.com FB: @SuccessfulGenerations Twitter: @EllieFreyZagel Email: ellie@successfulgenerations.com Have a topic suggestion? If you are the next generation of family business, philanthropy and wealth, and have a topic you think we should discuss, let us know at Ellie@successfulgenerations.com.  

Welcome to the first episode of Successful Generations, a podcast for the next generation of family business, family philanthropy, and family wealth! Together, and with the help of some great guests, we'll tackle the taboo topics our parents and grandparents always told us not to discuss: money, succession, inheritance, and more.   Welcome to the first episode of Successful Generations, a podcast for the next generation of family business, family philanthropy, and family wealth!   Together, and with the help of some great guests, we'll tackle the taboo topics our parents and grandparents always told us not to discuss: money, succession, inheritance, and more.   The goal for this podcast is to have real, authentic conversations that help us work towards being the very best leaders we want to be in work and in life. Let’s do this!   Topics discussed in this episode:   My upbringing on a farm in rural northern Michigan. How my life changed at an early age. A look at my experience trying to make sense of it all. My journey to start Successful Generations. My vision for this new venture and why I know it’s important right now.   Episode 1 Notable and Quotable:     I was told at an early age that we do not talk about wealth and family philanthropy. It made me have a very confusing relationship with money. #successfulgenerations   As I learned about our family philanthropy, I was sworn to secrecy. I didn’t have anyone that I could talk to about it. This is one of the reasons why I am starting Successful Generations. #successfulgenerations   We are in the middle of a $60 trillion wealth transfer. Our Boomer parents and grandparents have been killing it. There is now a major need for mentorship, leadership development and financial literacy training. #successfulgenerations   The next generation needs to know about their relationship with money, how to raise good kids in wealth, and how to talk with a spouse about money. #successfulgenerations   Direct Link to Download this Episode: http://traffic.libsyn.com/successfulgenerations/About_Your_Host_Ellie_Frey_Zagel-001.mp3 Want more of Successful Generations? Check out a few of our other awesome episodes:  Episode 004: http://successfulgenerations.com/family-philanthropy/ Episode 003: http://successfulgenerations.com/dr-baer/ Episode 002: http://successfulgenerations.com/doug-box/   Subscribe Now! Don’t risk missing out on any of the fun that is to come.   Learn more about Successful Generations: successfulgenerations.com FB: @SuccessfulGenerations Twitter: @EllieFreyZagel Email: ellie@successfulgenerations.com   Have a topic suggestion? If you are the next generation of family business, philanthropy and wealth, and have a topic you think we should discuss, let us know at SuccessGen@successfulgenerations.com.