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2 episodes with family business advisor
2 episodes with family business advisor
Better Business Better Life! Helping you live your Ideal Entrepreneurial Life through EOS & Experts
In this episode of Better Business, Better Life, Mark O'Donnell, EOS Worldwide Visionary, sits down with host Debra Chantry-Taylor, New Zealand's passionate EOS Implementer, to explore her remarkable journey from a budding entrepreneur at 13 to a trusted advisor for established businesses. Debra shares how her path led her from the pharmaceutical industry to launching and reinventing businesses, including navigating failures with her marketing firm and the challenges of running an event centre. Discover how Debra found EOS and used its tools to pivot her career, strengthen her businesses, and help others achieve success. From overcoming the impact of COVID-19 to her insights on the role of AI in coaching, Debra's story is one of resilience, reinvention, and a commitment to empowering people through EOS. Tune in for inspiring lessons on building a better business and creating a meaningful legacy. HOST'S DETAILS: ___________________________________________ ►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner ►Connect with Debra: debra@businessaction.co.nz ►See how she can help you: https://businessaction.co.nz/ ____________________________________________ GUEST'S DETAIL: ► https://www.markodonnell.me/ ► Mark O'Donnell - LinkedIn Chapters: 00:09 - Debra's Entrepreneurial Journey and Early Business Ventures 04:17 - Transition from Scientist to Marketer 10:17 - Challenges and Failures in Business 13:55 - Discovery of EOS and Implementation 17:09 - Impact of COVID-19 and Continued Growth 19:01 - Transition to EOS and Family Business Advisor 21:49 - AI and the Future of Coaching 27:26 - Final Thoughts on Business Success
Better Business Better Life! Helping you live your Ideal Entrepreneurial Life through EOS & Experts
In this Christmas Eve episode of Better Business, Better Life, Debra Chantry-Taylor reflects on the joys and challenges of family, both during the holidays and in family businesses. Drawing from her expertise as a Certified EOS Implementer and Family Business Advisor, Debra shares tools to help families separate emotional dynamics from practical decisions. Debra also introduces the IDS issue-solving track, a tool for resolving family conflicts, and discusses how these strategies can foster harmony and clarity, whether around the dining table or the boardroom Whether you're managing a family business or simply gathering with loved ones this holiday season, this episode offers tools and inspiration to build stronger connections and lasting legacies. Tune in for strategies to strengthen family ties and set your business up for success in the new year! HOST'S DETAILS: ___________________________________________ ►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner ►Connect with Debra: debra@businessaction.co.nz ►See how she can help you: https://businessaction.co.nz/ ____________________________________________ Chapters: 00:00 - Family Christmas Reflections and Personal Background 03:41 - The Unique Challenges of Family Businesses 06:07 - Tools for Managing Family Business Dynamics 07:51 - Practical Applications of EOS Tools in Family Businesses 10:24 - Balancing Family and Business Roles 12:55 - Using EOS Tools for Family Harmony 14:11 - Applying EOS Tools to Family Dynamics 16:43 - Final Thoughts and Holiday Wishes
Are you a business owner struggling to balance the demands of family dynamics with achieving business success? The majority of businesses are family-owned or operated. Often, multiple family members are involved in running these businesses, leading to unique and interesting dynamics. Understanding these dynamics is crucial for business owners to strengthen the business, rebuild leadership, and boost productivity within their companies. Join Matt DiFrancesco and Pete Walsh, Family Business Advisor & Master Coach, as they discuss the challenges that family businesses face and share personal stories of navigating conflicts, setting expectations, and developing leadership within the family business. Matt and Pete talk about: (02:32) Why the concept of leadership today is trickier than ever (06:36) Why family businesses must understand that a business has a lifecycle (07:27) The common factor among the fastest-growing shops (08:09) What are some of the biggest challenges that family businesses face? (10:34) How to create a unified family vision when dealing with diverse personalities (10:50) The advantage of having objective feedback from outside the family business (12:23) Why conflicts are completely normal (14:14) Strategies for parents to help deal with entitlement among their children (21:11) How the Family Business Coaching System works (28:19) Pete's value proposition (29:30) The one mistake most business owners make (32:22) The benefits of having the children work someplace else before they go into their family business Connect With Pete Walsh Website: https://familybusinessperformance.com/ LinkedIn: https://www.linkedin.com/in/pete-walsh/ Get access to Tools and Proven Strategies that will help your family business thrive and succeed - for FREE! Visit https://familybusinessperformance.com/ Connect With Matt DiFrancesco: matt@highliftfin.com (814)201-5855 LinkedIn: Matt DiFrancesco LinkedIn: High Lift Financial Facebook: High Lift Financial Instagram: @high_lift_financial Youtube: @highliftfinancial About the guest: Pete Walsh is a seasoned family business consultant with over 16 years of hands-on experience in his own family business. In 1997, he founded the Peak Workout Business Coaching System, and in 2013, he established the Family Business Performance Center. His goal is to support family businesses by offering his proven practices online for free, helping them strengthen and grow. Pete also provides personal coaching to select clients. He has been happily married for 35 years and is the proud father of two successful adult children. Disclaimer: DiFrancesco Financial Concierge, LLC, d/b/a High Lift Financial, is a Pennsylvania-registered investment advisor and may conduct investment advisory services in states where it is registered, exempt, or excluded from registration. The content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategy discussed here.
విశిష్టమైన వ్యక్తులను పరిచయం చేసే విజేత సిరీస్లో భాగంగా ప్రముఖ సైకాలజిస్ట్ కవిత గూడపాటి గారితో మాట్లాడబోతున్నాం. కుటుంబ వ్యాపార సలహాదారుగా, లీడర్ షిప్ కోచ్ గా, మార్గదర్శిగా తను ఎన్నో సమస్యలకు పరిష్కారాలందించారు. ఎన్నో సవాళ్లను అధిగమించేలా చేశారు. మరి తన సమస్యల్ని ఎలా దాటారు, తన నిర్ణయాలు ఎలా తీసుకున్నారు, సవాళ్ల గురించి తన అభిప్రాయం ఏమిటి… లాంటి ఎన్నో ఆసక్తికరమైన విషయాలను తెలుసుకునేందుకు ఈ సంభాషణ వినేద్దాం. Dr.Kavitha Gudapati is renowned Organizational Psychologist, Family Business Advisor and a Leadership Coach. Her support and suggestions have impacted many lives for better. Here is an interesting conversation on how she overcame her own challenges and her take on hurdles in life. Host : Rama Iragavarapu Guest : Dr.Kavitha Gudapati #talradiotelugu #vijetha #kavithagudapati #ramairagavarapu #touchalife #talradio #talpodasts
In this episode, Clint Chaffer interviews Lance Woodbury, a Family Business Advisor for Pinion. Have you planned for what will happen to farm leadership when the previous generation leaves or a sibling returns? If not, take a listen as to why you should and how to start those tough conversations with your family. About the Series: Around the Farm is the podcast about all things ag. Industry experts share their first-hand knowledge about the seasonal topics that are on your mind - and have some fun along the way. #AroundTheFarm #AgriculturePodcast #FarmLife #AgPodcast #Farming #successionplanning
Abiola Adediran shares on Family Succession, the Journey of a thousand miles and the single necessary step. About: Abiola Adediran is a Family Business Advisor and co-Founder of Genea Family Office, an independent boutique multi-family office delivering innovative wealth management and family advisory services to family businesses to preserve their wealth and legacy. She is a Fellow of the Institute of Chartered Accountants of Nigeria, a certified Management Consultant, a PRINCE2-certified Project Manager from APMG International, UK and she holds an MBA from Edinburgh Business School, Heriot-Watt University, Scotland. She is passionate about preserving the wealth and legacies of African families and business. She currently sits on the board of growing start-ups as well as serves as a mentor to various leading entrepreneurship organisations. She is a member of Forbes Business Council where she is collaborating with global leaders and contributing to the development of businesses and economies around the world.
Brandi Marek joins us in this episode of the CIBL Podcast. Brandi is a Family Business Prosperity Advisor with Ferguson Alliance. In this episode, Brandi discusses her role as a Family Business Advisor with Ferguson Alliance. Brandi also explains her experience in a family business and how it motivated her to help other family businesses prosper. Ferguson Alliance helps family businesses succeed by solving problems like communication, perpetuation, lack of shared vision, and money complications. Brandi helps us explain several examples of how Ferguson helps businesses through different situations. This is a super interesting episode that any family-owned business should listen to! Ferguson Alliance: https://ferguson-alliance.com/ Central Illinois Business Insurance: http://ciblinsurance.com/ CIBL Merch Store: http://ciblmerch.com/ JEDCO Sales: https://www.jedcosales.com/ Studio 21: https://www.melissamharden.com/ Zambu: https://www.zambuliquors.com/ CIBL Podcast Website: https://podcasters.spotify.com/pod/show/ciblpodcast CIBL Facebook: https://www.facebook.com/CIBLpodcast CIBL Instagram: https://www.instagram.com/ciblpodcast/ CIBL YouTube: https://youtube.com/playlist?list=PLk6uelLHR3qgCsZQ25PeJbnYNYs-hb1nv CIBL LinkedIn: https://www.linkedin.com/company/central-illinois-business-leaders-podcast/ Garrett Ulmer's LinkedIn: https://www.linkedin.com/in/garrett-ulmer-547b65175/ Derek Hayden's LinkedIn: https://www.linkedin.com/in/derek-hayden-cic-ba0a6963/
Welcome to an electrifying episode of the Small Axe Podcast, where Nico Salgado embarks on a captivating journey with Guillermo Salazar, an expert on corporate governance and family legacy succession. Guillermo has advised numerous business families on generational transitions, family vision, core values, and conflict resolution. He is also an author of several books and holds degrees in architecture, family business management, and systemic family therapy. He received the 2015 International Achievement Award from the Family Firm Institute. In this episode, Guillermo shares his background of born into a family business, and how it has shaped his expertise, setting the stage for a deeper exploration of his experiences. Here is a breakdown of what to expect in this episode: Journey in Family Business and Conflict Resolution Professionalizing Family Businesses Navigating Generational Wealth and Succession The Role of Communication in Family Business Success Legacy and Conflict Resolution in Family Businesses And so much more About Guillermo Salazar: Guillermo Salazar is a Family Business Advisor, Author, Speaker, and the Founder of Exaudi Family Business Consulting. He also serves as a Senior Advisor and Associate Partner at the Cambridge Family Enterprise Group. With over two decades of experience, Guillermo specializes in guiding business families in Latin America, Europe, and the United States through various processes, including legacy transmission, integrating new generations, and implementing methodologies to create sustainable businesses that align with family values. He assists families in designing family protocols, professionalization processes, effective decision-making, and conflict resolution, using proven models and methodologies. Additionally, Guillermo is a global educator on family business matters, providing valuable insights to both wealth owners and the professionals who advise them. Connect with Guillermo Salazar on… Linktree: https://linktr.ee/guillermosalazar Website: https://www.guillermosalazar.com/ LinkedIn: https://www.linkedin.com/in/guillermosalazar/ Connect with Nico Salgado! Website: www.smallaxecommunities.com Facebook: https://www.facebook.com/nicosalgado456, Podcast: https://podcasts.apple.com/us/podcast/small-axe-podcast/id1528971543 LinkedIn: https://www.linkedin.com/in/nicosalgado456/ Spotify: https://open.spotify.com/show/6edqbvXc6JCXuSg2lbSJeD YouTube: https://www.youtube.com/@nicosalgado1753 Amazon: https://www.amazon.com/-/es/dp/B08K4T9YTH
Jeremy Stevenson, iBridge Global Partners, Kurt Seiler and Hannah Odonoghue, Baldwin Risk Partners (Family Business Radio, Episode 48) Jeremy Stevenson, Founder and Managing Partner of iBridge Global Partners, and Kurt Seiler and Hannah Odonoghue, Risk Advisors with Baldwin Risk Partners, joined host Anthony Chen. Jeremy discussed his work with family businesses, including common issues he […] The post Jeremy Stevenson, iBridge Global Partners, Kurt Seiler and Hannah Odonoghue, Baldwin Risk Partners appeared first on Business RadioX ®.
Ep 89. The Future is Now: Talking Next Gen Family Business Readiness In this episode of The Family Biz Show, Shelley Taylor of Aspen Family Business/ABARTA joins us to discuss the importance of planning for the future of a family business, including the need for control and financial planning, the challenges of giving up control and the emotional attachment entrepreneurs have to their businesses. Shelley shares her experience of involving spouses in family business discussions and the value of seeking outside expertise, her thoughts on the importance of education and learning opportunities for the rising generations in family businesses. Listen in now! OUR GUEST SHELLEY TAYLOR Shelley Taylor* is a Family Business Advisor who works with business-owning families on matters pertaining to governance, structure, role clarity, next generation development, generational transitions, and family councils. Shelley joined the Aspen Family Business Group in 2018. Until December 2017, she was the Peer Forum Director at the Institute for Entrepreneurial Excellence (IEE) at the University of Pittsburgh where she has worked since 2000, previously serving as both Education Program Director and Membership Director. Shelley continues her affiliation with the IEE as their Family Business Consultant. Shelley is the Family Council Chair for ABARTA, Inc., a third and fourth generation family business that owns and operates the tenth largest Coca-Cola distribution company in the United States. The owning family of ABARTA began its strategic family process in 1990 prior to the leadership and ownership transition from the second to third generation. The family process is currently focused on education and development of the fourth generation. She is an independent director for c3controls, a private family business in Beaver, PA; is a former Chair and currently serves on the board of the Pittsburgh Ballet Theatre; and is past Chair and a board member of the Adams Foundation, a family philanthropy. Shelley graduated from Cornell University ('83 Linguistics, with Distinction). She holds an advanced certificate in family business advising (ACFBA) from the Family Firm Institute and is an FFI Fellow. ------- If you're a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to producer@thefamilybizshow.com or visit us at The Family Biz Show | Family Business Podcast With Michael Palumbos (familywealthandlegacy.com) to fill out our web form! CRN-5868088-080823 *not affiliated with Lincoln Financial Advisors Corp. Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.
One of the most common mistakes high performers make is failing to realize their personal life influences their business just as their business impacts their personal lives. Professional success without a thriving personal life might work for a short time; still, sooner or later, poor personal relationships and lack of human connection outside of work will send their bill, and it won't be cheap. Today, I'm joined by Purdeep Sangha, "The Strategist for Businessmen." Purdeep is a fellow podcaster, the world's leader in Complete Strategic Advising, and the award-winning Author of "The Complete Man." As a Business Strategist, Growth Consultant, and Family Business Advisor, Purdeep helps men grow their businesses while increasing their personal fulfillment and improving their relationships with their families. Throughout our conversation, you'll hear about Purdeep's background and upbringing and his parent's influence on his career, character, and views on life. Purdeep explains the main differences between men and women in business, why they approach things differently, and why understanding these differences is critical to building thriving brands and businesses. Additionally, we talk about Purdeep's fears, the lessons that helped him become a successful entrepreneur, how to create a perfect work-life balance, and more.Tune in to episode 68 of The Brand Therapist and learn why you should pay your business and personal life the same attention. In This Episode, You Will Learn:A bit about Purdeep's background and inspiration to write his book and create his business (3:10)The main difference between men and women in business (6:10)Why men tend to hide their emotions (10:00)What is Purdeep's brand about (14:20)About Purdeep's biggest fear (19:10)Three lessons learned that changed Purdeep's life (24:00)Resources:Book: Purdeep Sangha - The Complete Man: Achieve Ultimate Performance, Fulfillment, and Victory in EVERY Area of Your LifeBook: Yamilca Rodriguez - Brand Therapist: Using Psychology to Transform the Way We Create Personal BrandsConnect with Purdeep:WebsiteLinkedInInstagramThe Complete Man podcastLet's Connect!WebsiteLinkedIn Hosted on Acast. See acast.com/privacy for more information.
In this episode of The Disruptive Successor Show, Jonathan features Eva Fischer Hansen, Family Business Advisor and Former Chairwoman of the Board of Brunata. She shares the history behind Brunata becoming one of Scandinavia's largest clean tech companies.She talks about the challenges of handling the business simply with all the natural aspects and systems already existing in the company. Of course, she also shares about how she interacts with her siblings and family outside of work as she admits even this can be a challenge as well! HIGHLIGHT QUOTESEva: Understand the importance of family outside of work"I try really to advise the family to take the company out of the Sunday dinner. Especially when you have somebody from the family or all the family working in the company. The problem is, if you bring it to the Sunday dinner, the one working in the company never has a minute to be in the family."Eva on her father initially not wanting to leave the position"I think sometimes when the one in the position is leaving the company or have to step back because of age, it's like you're getting closer to the end of life. I think that's why these family business owners have such a hard time leaving their positions. It's again like you will go to the care home and you know that's the last journey." Connect with Eva:LinkedIn | WebsiteIf you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com
In this eye-opening episode of "21st Century Entrepreneurship," Martin interviews Matt Lesser, a renowned family business advisor and leadership expert. Matt shares his transformative journey of self-discovery and how it led him to help family businesses thrive through empathy, empowerment, and excellence. Matt emphasizes the importance of understanding who you are and living intentionally, stating, "I had to go backwards, and I had to really look inward and say, okay, who am I? Who am I and who am I becoming and where do I belong?"Dive into the heartwarming story of a second-generation business owner who turned a toxic culture into a healthy, high-performing one with Matt's guidance. Discover how the power of vulnerability and authenticity can revolutionize a company's leadership and culture. Matt shares his key takeaway: "It has to start with the lead leader. If the lead leader, the owner, the CEO, if they're not on board with changing and wanting to change their corporate culture, it won't work."Seize this opportunity to learn valuable insights from a true leader in the field, as Matt challenges listeners to consider their own legacy, saying, "Start living today intentionally so that by the end of your life, you're living aligned to how you want to live." Explore the impact of empathy, empowerment, and excellence on business success and personal growth in this powerful conversation.Ecommerce Documentation | Grow Your Online SaleseCommerce Documentation is a podcast that helps ecommerce businesses grow their sales...Listen on: Apple Podcasts Spotify
Join Francesco Lombardo for this week's Safe Space as he speaks with Christine Blondel, expert Family Business Advisor and Adjunct Professor of Family Business at INSEAD. Creating a successful family business is more than just being good at operating the business. Where in the scope of family governance do outsiders come in? Why is it important for family members to become independent for responsible ownership? How is experiencing ordeals going to help both generations grow? Each of these important pieces contribute to a more successful family business. But how? Take a listen! Christine's one piece of advice to the Senior and NxtGen is simple, listen to each other.
Debra Chantry-Taylor is a Professional EOS Implementer, Family Business Advisor, Leadership & Entrepreneurial Business Coach, Podcast Host, Better Business, Better Life. Here she shares the 6 secrets to getting what you wantfrom your business & Life. www.debra.coach
Nike brings her valuable wisdom, firsthand experience, and elegant articulation to the podcast in this episode - she's a Consultant specializing in family business where the torch is being passed down to a new generation. Our conversation moved very naturally through various topics including Nikes Bio, technological changes, personal experiences with businesses, the future of business, the melting pot of Austin TX, cognitive diversity, maintaining a growth mindset, and we weave through various philosophies of tech, leadership, culture, generational differences, legacy, and much much more. Certainly an episode for everyone, not just those in family business. Please hit subscribe/follow! Thanks for listening! Here's her bio: “Nike Anani is a Speaker, Author and Consultant to NextGens that seek to lead their Family Businesses. She helps NextGens rise above operations into a non-executive board role with credibility, so that they are able to lead and formulate a plan to future-proof the business, becoming more effective change agents. Nike fuses her inside experience as a NextGen executive in her Family's Enterprise, as a Chartered Accountant and as a Family Business Advisor to bring practical proven solutions to the table. Nike has almost a decade of experience working in African family businesses, as a NextGen in her parents' businesses and also as a co-Founder of several others. This inside experience as a NextGen birthed a passion to help others in similar shoes as herself in being effective change champions that collaborate with other family members and stakeholders in co-building legacy businesses that would outlive them. After graduating from University College London, United Kingdom, with a degree in Economics in 2008, Nike worked at Deloitte London for 3 years in Corporate Tax International where she qualified as a Chartered Accountant. Thereafter in 2011, she relocated to Lagos, Nigeria to work in her family's businesses. She is the co-founder of African Family Firms, a pan-African association of family businesses, and the author of “Building Resilient Family Enterprises”. She is a member of Family Firm Institute. Nike is rated as one of the top 100 Consultants globally in the Family Enterprise World by Family Capital, a leading online publication for Family Businesses. She is happily married and a mother to two young boys, who are her biggest sources of inspiration to leave a lasting legacy on our world.” Couple quotes from Nike in this episode: “You want to plan as early as yesterday. it's never too early for legacy planning” “More Diverse teams, and true inclusion, leads to co-creation of better solutions.” Episode initially recorded on 8-27-21, released for the first time here
Join Francesco Lombardo for this week's Safe Space as he speaks with Sunil Soni, Family Business Advisor with Indian Family Business Network. Many Indian family businesses are still first generation, or beginning to think about the transition to the second generation. Most don't recognize there are or will be challenges, not knowing what to do about them, and continue to unintentionally “push everything under the carpet”. How can families change this for the better? Sunil's one piece of advice to the Senior and NxtGen…if you are thinking about your family business becoming multi-generation, look out 20-50 years in order to recognize how things will change over the years. If you would like to keep up to date with all our insights, latest research and stories, click to subscribe to our "Veritage Insights Newsletter." (https://bit.ly/3JOd7Qq)
FAILING TO PLAN IS PLANNING TO FAIL.Very common words that are said by many but not applied so often by people, especially with matters of succession and exits. In this episode of The Disruptive Successor podcast, Jonathan welcomes Phelps Wood, a Family Business Advisor and Founder of Tres Across. Phelps will be talking about the importance of Succession Planning or Exit Planning through a case study on his personal experience with their family business, and what are the things you need to know before doing so.HIGHLIGHTSIntroducing Phelps WoodExits or successions should be plannedLeaving and going back to the family businessThe sweet spot of succession planningDifficulty of letting goExplaining the 5 Ds of businessKnow your financialsCommunicate early and oftenQUOTESPhelps - Thinking about succession or exit planning: “I think the key is that whether you're going to call it Succession planning or Exit Planning, it's something that business owners need to be thinking about.”Phelps - The 5 Ds of business: “They talk about the five Ds of businesses, which none of them are positive, you know, death, disability, dissolution, divorce, and one of them is departure.”Phelps - Common things business parents do with their kids: “That's very common in a lot of family businesses, the kids are kind of introduced to the business by their parents, because it's such an important part of their life, you know, the people that work there, some of the individuals end up almost as family members.”Phelps - Know about the financials:“You've got to get your hands around the financials, of the of not only the business, but I'd say Don't think of it as a family business, but think of it as a kind of family enterprise.”Phelps - Communicate early and often: “I think the one lesson learned is, communicate early and often, you've got to put procedures in place to ensure that that communication happens.”Connect with Phelps and learn more about his work:About PhelpsTres Arcos PartnersEmail: phelps@tresarcospartners.comIf you enjoyed today's episode, please subscribe, review and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com
Introduction Welcome to Let's Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients. All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada. Description Host Ruth Steverlynck sits down with Amy Hart Clyne, co-author of Finding Her Voice And Creating A Legacy, to learn more about the genesis of this research and delve into the stories of these amazing women. Amongst what is shared are some key takeaways for advisors working with or seeking to work with women in family enterprises and women leading wealthy families. Guest bio Amy Hart Clyne, CFP® is Chief Knowledge & Learning Officer at Pitcairn. She has dedicated more than 30 years of her financial services career to helping prosperous families fulfill the promise and potential of their legacies and achieve wealth momentum. As an expert in private wealth management, Amy has spent her career translating the needs and desires of ultra-wealthy families and their advisors into practical insights and solutions-based experiences that educate, excite, and engage. Amy has an MBA in Marketing from Columbia Business School, Columbia University, and a BA in International Relations from Colgate University. She has earned the Certified Financial Planner™ (CFP®) designation as well as the Family Business Advisor certification from the Family Firm Institute. You can find out more about Amy Hart Clyne on her LinkedIn. Key Takeaways [0:26] Ruth Steverlynck welcomes today's guest, Amy Hart Clyne — Chief Knowledge and Learning Officer with Pitcairn in New York — and asks her to share a little bit about the genesis of her latest book: Finding Her Voice And Creating A Legacy. [4:59] Amy shares the methodology she and David Jaffe used to select the women to be interviewed in the context of the book. She also talks about some surprising findings they made along the way. [6:36] Amy talks about how the title is reflective of the two most important themes distilled from the interviews with these women of wealth both in the inherited and new wealth categories. [9:47] Roles and outdated stereotypes are beginning to fade in society at large, but Amy shares how this phenomenon is strangely slower to reach families of wealth. [12:08] Widowhood is rarely talked about, but Amy's book dedicates an entire chapter to the subject and its ramifications. She shares some specifics as well as a story that she heard from women of wealth on this quasi-taboo subject. [17:38] Amy shares two distinct stories from the book that illustrate the importance of relationship building. One woman called herself the force multiplier in a blended family and the other became the driving force in fostering unity in her family. [24:17] An entire chapter is dedicated to the role of advisors, Amy shares her perspective on how advisors can better serve women of wealth as well as some pitfalls to avoid. She also touches on what she means by legacy mindset when it comes to widowhood. [29:19] Amy shares her advice for advisors as well as her reading recommendations. [34:30] Ruth thanks Amy for joining us and sharing these nuggets from her research! If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts or any other podcast app. Please remember to share this episode with family, friends and colleagues. Share your thoughts with us at fea@familyenterprise.ca Mentioned in this episode The Let's Talk Family Enterprise podcast is brought to you by Family Enterprise Canada. Pitcairn Finding Her Voice and Creating a Legacy: Portraits of Pioneering Women Leading Wealthy Families, by Amy Hart Clyne and Dennis T. Jaffe Amy's reading recommendation: Think Again: The Power of Knowing What You don't Know, by Adam Grant More about Family Enterprise Canada Family Enterprise Canada (FEC) FEC on Facebook FEC on Twitter FEC on LinkedIn
Nike Anani is an executive to her family's enterprise, speaker, author, and mother of 2 children. She worked at Deloitte London for 3 years then relocated to Nigeria to work on her family's businesses. Nike is the Co-Founder of African Family Firms, a pan-African association of family businesses. Nike will discuss her time in London and how relocating to Nigeria has set the tone for the rest of her career.https://nikeanani.com/Nike Anani Bio:Nike Anani is a Speaker, Author, and Consultant to NextGens that seek to lead their Family Businesses. She helps NextGens rise above operations into a non-executive board role withcredibility, so that they are able to lead and formulate a plan to future-proof the business, becoming more effective change agents. Nike fuses her inside experience as a NextGen executive in her Family's Enterprise, as a Chartered Accountant, and as a Family Business Advisor to bring practical proven solutions to the table.Nike has almost a decade of experience working in African family businesses, as a NextGen in her parents' businesses, and also as a co-founder of several others. This inside experience as a NextGen birthed a passion to help others in similar shoes as herself in being effective change champions that collaborate with other family members and stakeholders in co-building legacy businesses that would outlive them. After graduating from University College London, United Kingdom, with a degree in Economics in 2008, Nike worked at Deloitte London for 3 years in Corporate Tax International where she qualified as a Chartered Accountant. Thereafter in 2011, she relocated to Lagos, Nigeria to work in her family's businesses.She is the co-founder of African Family Firms, a pan-African association of family businesses, and the author of “Building Resilient Family Enterprises”. She is a member of Family Firm Institute. Nike is rated as one of the top 100 Consultants globally in the Family Enterprise World by Family Capital, a leading online publication for Family Businesses.She is happily married and a mother to two young boys, who are her biggest sources of inspiration to leave a lasting legacy on our world.Make sure to subscribe & review Lady Empire above for the opportunity to be featured!
Nike Anani is a Speaker, Author and Consultant to NextGens that seek to lead their Family Businesses. She helps NextGens rise above operations into a non-executive board role with credibility, so that they are able to lead and formulate a plan to future-proof the business, becoming more effective change agents. Nike fuses her inside experience as a NextGen executive in her Family's Enterprise, as a Chartered Accountant and as a Family Business Advisor to bring practical proven solutions to the table. Nike has almost a decade of experience working in African family businesses, as a NextGen in her parents' businesses and also as a co-Founder of several others. This inside experience as a NextGen birthed a passion to help others in similar shoes as herself in being effective change champions that collaborate with other family members and stakeholders in co-building legacy businesses that would outlive them. After graduating from University College London, United Kingdom, with a degree in Economics in 2008, Nike worked at Deloitte London for 3 years in Corporate Tax International where she qualified as a Chartered Accountant. Thereafter in 2011, she relocated to Lagos, Nigeria to work in her family's businesses. She is the co-founder of African Family Firms, a pan-African association of family businesses, and the author of “Building Resilient Family Enterprises”. She is a member of Family Firm Institute. Nike is rated as one of the top 100 Consultants globally in the Family Enterprise World by Family Capital, a leading online publication for Family Businesses. She is happily married and a mother to two young boys, who are her biggest sources of inspiration to leave a lasting legacy on our world. Connect with Jacent: Text “FREEDOM” to 702 829 5260 On Instagram At WamalaWellness.com On Youtube SUBSCRIBE | The Jacent's Gems Podcast On Anchor.fm On Apple Podcasts Sponsorships: off for this episode --- Support this podcast: https://anchor.fm/jacentsgems/support
Tsitsi is Founder and Lead Consultant at Nhaka Legacy Planning. She is also Co-Founder at African Family Firms (A nonprofit Africa Family Business Association) Tsitsi Mutendi is a well-versed, award-winning businesswoman with over 12 years of experience building her own successful publishing and education businesses, during this time Tsitsi developed a passion to assist family businesses to build multi-generational businesses which translate into multigenerational legacies. Tsitsi is recognised globally for her business acumen and world-class delivery. Through various board appointments in numerous industries, Tsitsi has had exposure to many global business development strategies, especially in Africa. Tsitsi has vast international business and family business experience. Today, Tsitsi is the founder and owner of Nhaka Legacy Planning which she formed in 2018. Her main focus is on working with Individuals, Family Businesses, and Families of wealth in Family Governance and Family governance tools as well as working with Family Offices to create relevance between Family and Office. Her other areas of expertise include; family communication coaching, family & business strategic planning, corporate governance, succession planning, business continuity strategies, conflict resolution & mediation, coaching, and mentoring. Tsitsi is a certified Family Business Advisor and Family Wealth Advisor through the global Family Business Education Network, Family Firms Institute. Her passion for family business has awarded her the opportunity to be an international speaker and author on the subject, particularly on family governance and business continuity. Tsitsi has a weekly podcast called Enterprising Families that focuses on discussing issues that affect Families Enterprises and family businesses to manage better their journeys as families in business and issues that are of interest to them. Tsitsi also owns and runs a successful group of Montessori Primary Schools. Most importantly Tsitsi is wife and Mom to 3 cherished children (Jasmine Mufaro, Daniel Djimon and Nyasha Maia) who have given her more motivation to leave an impactful legacy.
Nike Anani is a Speaker, Author, and Consultant to NextGens that seeks to lead their Family Businesses. She helps NextGens rise above operations into a non-executive board role with credibility, so that they are able to lead and formulate a plan to future-proof the business, becoming more effective change agents. Nike fuses her inside experience as a NextGen executive in her Familys Enterprise, as a Chartered Accountant, and as a Family Business Advisor to bring practical proven solutions to the table.Key interview highlights: It can be lonely in a NextGen leader in a family business if you dont have any peers in a similar position to share those particular struggles with in a what that they can really understand because they have also faced similar challenges Founders find it hard to let go and make room for NextGen leaders to make their mark on a business that the Founder started. Having a succession plan for a business is not only about the financial security of the family itself but also the employees and the ecosystem created around that business such as customers and suppliers who would lose if that business were to go under if the Founder passed and there was no succession plan in place. Succession plans take time and should be put in place as the business is being built and not at the point the Founder is ready to retire or unfortunately passes away. Succession planning is not a transaction, it's a transition. Guest Contact: Thanks for joining us for another episode of the WTF podcast. We would love your feedback on the show and how we could improve so please complete this short survey.Guest/sponsorship request: If you would like to be a guest or sponsor the podcast, please contact us at whereisthefunding@gmail.com.Where to find us: Anchor, Apple Podcasts, Google Play, Spotify, or wherever you get your podcasts.Help us grow: Please subscribe, stream, or download, leave a rating or review and share your favorite episodes with family, friends, and colleagues.Follow me on LinkedIn: Michelle J. McKenzieJoin us for the next episode!
Nike Anani is a Speaker, Author, and Consultant to NextGens that seeks to lead their Family Businesses. She helps NextGens rise above operations into a non-executive board role with credibility, so that they are able to lead and formulate a plan to future-proof the business, becoming more effective change agents. Nike fuses her inside experience as a NextGen executive in her Familys Enterprise, as a Chartered Accountant, and as a Family Business Advisor to bring practical proven solutions to the table.Key interview highlights: It can be lonely in a NextGen leader in a family business if you dont have any peers in a similar position to share those particular struggles with in a what that they can really understand because they have also faced similar challenges Founders find it hard to let go and make room for NextGen leaders to make their mark on a business that the Founder started. Having a succession plan for a business is not only about the financial security of the family itself but also the employees and the ecosystem created around that business such as customers and suppliers who would lose if that business were to go under if the Founder passed and there was no succession plan in place. Succession plans take time and should be put in place as the business is being built and not at the point the Founder is ready to retire or unfortunately passes away. Succession planning is not a transaction, it's a transition. Guest Contact: Thanks for joining us for another episode of the WTF podcast. We would love your feedback on the show and how we could improve so please complete this short survey.Guest/sponsorship request: If you would like to be a guest or sponsor the podcast, please contact us at whereisthefunding@gmail.com.Where to find us: Anchor, Apple Podcasts, Google Play, Spotify, or wherever you get your podcasts.Help us grow: Please subscribe, stream, or download, leave a rating or review and share your favorite episodes with family, friends, and colleagues.Follow me on LinkedIn: Michelle J. McKenzieJoin us for the next episode!
Nike Anani is a Speaker, Author, and Consultant to NextGens that seeks to lead their Family Businesses. She helps NextGens rise above operations into a non-executive board role with credibility, so that they are able to lead and formulate a plan to future-proof the business, becoming more effective change agents. Nike fuses her inside experience as a NextGen executive in her Familys Enterprise, as a Chartered Accountant, and as a Family Business Advisor to bring practical proven solutions to the table.Key interview highlights: It can be lonely in a NextGen leader in a family business if you dont have any peers in a similar position to share those particular struggles with in a what that they can really understand because they have also faced similar challenges Founders find it hard to let go and make room for NextGen leaders to make their mark on a business that the Founder started. Having a succession plan for a business is not only about the financial security of the family itself but also the employees and the ecosystem created around that business such as customers and suppliers who would lose if that business were to go under if the Founder passed and there was no succession plan in place. Succession plans take time and should be put in place as the business is being built and not at the point the Founder is ready to retire or unfortunately passes away. Succession planning is not a transaction, it's a transition. Guest Contact: Thanks for joining us for another episode of the WTF podcast. We would love your feedback on the show and how we could improve so please complete this short survey.Guest/sponsorship request: If you would like to be a guest or sponsor the podcast, please contact us at whereisthefunding@gmail.com.Where to find us: Anchor, Apple Podcasts, Google Play, Spotify, or wherever you get your podcasts.Help us grow: Please subscribe, stream, or download, leave a rating or review and share your favorite episodes with family, friends, and colleagues.Follow me on LinkedIn: Michelle J. McKenzieJoin us for the next episode!
Nike Anani is a Speaker, Author, and Consultant to NextGens that seeks to lead their Family Businesses. She helps NextGens rise above operations into a non-executive board role with credibility, so that they are able to lead and formulate a plan to future-proof the business, becoming more effective change agents. Nike fuses her inside experience as a NextGen executive in her Familys Enterprise, as a Chartered Accountant, and as a Family Business Advisor to bring practical proven solutions to the table.Key interview highlights: It can be lonely in a NextGen leader in a family business if you dont have any peers in a similar position to share those particular struggles with in a what that they can really understand because they have also faced similar challenges Founders find it hard to let go and make room for NextGen leaders to make their mark on a business that the Founder started. Having a succession plan for a business is not only about the financial security of the family itself but also the employees and the ecosystem created around that business such as customers and suppliers who would lose if that business were to go under if the Founder passed and there was no succession plan in place. Succession plans take time and should be put in place as the business is being built and not at the point the Founder is ready to retire or unfortunately passes away. Succession planning is not a transaction, it's a transition. Guest Contact: Thanks for joining us for another episode of the WTF podcast. We would love your feedback on the show and how we could improve so please complete this short survey.Guest/sponsorship request: If you would like to be a guest or sponsor the podcast, please contact us at whereisthefunding@gmail.com.Where to find us: Anchor, Apple Podcasts, Google Play, Spotify, or wherever you get your podcasts.Help us grow: Please subscribe, stream, or download, leave a rating or review and share your favorite episodes with family, friends, and colleagues.Follow me on LinkedIn: Michelle J. McKenzieJoin us for the next episode!
Nike Anani is a Speaker, Author, and Consultant to NextGens that seeks to lead their Family Businesses. She helps NextGens rise above operations into a non-executive board role with credibility, so that they are able to lead and formulate a plan to future-proof the business, becoming more effective change agents. Nike fuses her inside experience as a NextGen executive in her Familys Enterprise, as a Chartered Accountant, and as a Family Business Advisor to bring practical proven solutions to the table.Key interview highlights: It can be lonely in a NextGen leader in a family business if you dont have any peers in a similar position to share those particular struggles with in a what that they can really understand because they have also faced similar challenges Founders find it hard to let go and make room for NextGen leaders to make their mark on a business that the Founder started. Having a succession plan for a business is not only about the financial security of the family itself but also the employees and the ecosystem created around that business such as customers and suppliers who would lose if that business were to go under if the Founder passed and there was no succession plan in place. Succession plans take time and should be put in place as the business is being built and not at the point the Founder is ready to retire or unfortunately passes away. Succession planning is not a transaction, it's a transition. Guest Contact: Thanks for joining us for another episode of the WTF podcast. We would love your feedback on the show and how we could improve so please complete this short survey.Guest/sponsorship request: If you would like to be a guest or sponsor the podcast, please contact us at whereisthefunding@gmail.com.Where to find us: Anchor, Apple Podcasts, Google Play, Spotify, or wherever you get your podcasts.Help us grow: Please subscribe, stream, or download, leave a rating or review and share your favorite episodes with family, friends, and colleagues.Follow me on LinkedIn: Michelle J. McKenzieJoin us for the next episode!
Nike Anani is a Speaker, Author, and Consultant to NextGens that seeks to lead their Family Businesses. She helps NextGens rise above operations into a non-executive board role with credibility, so that they are able to lead and formulate a plan to future-proof the business, becoming more effective change agents. Nike fuses her inside experience as a NextGen executive in her Familys Enterprise, as a Chartered Accountant, and as a Family Business Advisor to bring practical proven solutions to the table.Key interview highlights: It can be lonely in a NextGen leader in a family business if you dont have any peers in a similar position to share those particular struggles with in a what that they can really understand because they have also faced similar challenges Founders find it hard to let go and make room for NextGen leaders to make their mark on a business that the Founder started. Having a succession plan for a business is not only about the financial security of the family itself but also the employees and the ecosystem created around that business such as customers and suppliers who would lose if that business were to go under if the Founder passed and there was no succession plan in place. Succession plans take time and should be put in place as the business is being built and not at the point the Founder is ready to retire or unfortunately passes away. Succession planning is not a transaction, it's a transition. Guest Contact: Thanks for joining us for another episode of the WTF podcast. We would love your feedback on the show and how we could improve so please complete this short survey.Guest/sponsorship request: If you would like to be a guest or sponsor the podcast, please contact us at whereisthefunding@gmail.com.Where to find us: Anchor, Apple Podcasts, Google Play, Spotify, or wherever you get your podcasts.Help us grow: Please subscribe, stream, or download, leave a rating or review and share your favorite episodes with family, friends, and colleagues.Follow me on LinkedIn: Michelle J. McKenzieJoin us for the next episode!
Nike Anani is a Speaker, Author, and Consultant to NextGens that seeks to lead their Family Businesses. She helps NextGens rise above operations into a non-executive board role with credibility, so that they are able to lead and formulate a plan to future-proof the business, becoming more effective change agents. Nike fuses her inside experience as a NextGen executive in her Familys Enterprise, as a Chartered Accountant, and as a Family Business Advisor to bring practical proven solutions to the table.Key interview highlights: It can be lonely in a NextGen leader in a family business if you dont have any peers in a similar position to share those particular struggles with in a what that they can really understand because they have also faced similar challenges Founders find it hard to let go and make room for NextGen leaders to make their mark on a business that the Founder started. Having a succession plan for a business is not only about the financial security of the family itself but also the employees and the ecosystem created around that business such as customers and suppliers who would lose if that business were to go under if the Founder passed and there was no succession plan in place. Succession plans take time and should be put in place as the business is being built and not at the point the Founder is ready to retire or unfortunately passes away. Succession planning is not a transaction, it's a transition. Guest Contact: Thanks for joining us for another episode of the WTF podcast. We would love your feedback on the show and how we could improve so please complete this short survey.Guest/sponsorship request: If you would like to be a guest or sponsor the podcast, please contact us at whereisthefunding@gmail.com.Where to find us: Anchor, Apple Podcasts, Google Play, Spotify, or wherever you get your podcasts.Help us grow: Please subscribe, stream, or download, leave a rating or review and share your favorite episodes with family, friends, and colleagues.Follow me on LinkedIn: Michelle J. McKenzieJoin us for the next episode!
Nike Anani is a Speaker, Author, and Consultant to NextGens that seeks to lead their Family Businesses. She helps NextGens rise above operations into a non-executive board role with credibility, so that they are able to lead and formulate a plan to future-proof the business, becoming more effective change agents. Nike fuses her inside experience as a NextGen executive in her Family's Enterprise, as a Chartered Accountant, and as a Family Business Advisor to bring practical proven solutions to the table. Key interview highlights: It can be lonely in a NextGen leader in a family business if you don't have any peers in a similar position to share those particular struggles with in a what that they can really understand because they have also faced similar challenges Founders find it hard to let go and make room for NextGen leaders to make their mark on a business that the Founder started. Having a succession plan for a business is not only about the financial security of the family itself but also the employees and the ecosystem created around that business such as customers and suppliers who would lose if that business were to go under if the Founder passed and there was no succession plan in place. Succession plans take time and should be put in place as the business is being built and not at the point the Founder is ready to retire or unfortunately passes away. Succession planning is not a transaction, it's a transition. Guest Contact: Thanks for joining us for another episode of the WTF podcast. We would love your feedback on the show and how we could improve so please complete this short survey. Guest/sponsorship request: If you would like to be a guest or sponsor the podcast, please contact us at whereisthefunding@gmail.com. Where to find us: Anchor, Apple Podcasts, Google Play, Spotify, or wherever you get your podcasts. Help us grow: Please subscribe, stream, or download, leave a rating or review and share your favorite episodes with family, friends, and colleagues. Follow me on LinkedIn: Michelle J. McKenzie Join us for the next episode!
Nike Anani is a Speaker, Author, and Consultant to NextGens that seeks to lead their Family Businesses. She helps NextGens rise above operations into a non-executive board role with credibility, so that they are able to lead and formulate a plan to future-proof the business, becoming more effective change agents. Nike fuses her inside experience as a NextGen executive in her Familys Enterprise, as a Chartered Accountant, and as a Family Business Advisor to bring practical proven solutions to the table.Key interview highlights: It can be lonely in a NextGen leader in a family business if you dont have any peers in a similar position to share those particular struggles with in a what that they can really understand because they have also faced similar challenges Founders find it hard to let go and make room for NextGen leaders to make their mark on a business that the Founder started. Having a succession plan for a business is not only about the financial security of the family itself but also the employees and the ecosystem created around that business such as customers and suppliers who would lose if that business were to go under if the Founder passed and there was no succession plan in place. Succession plans take time and should be put in place as the business is being built and not at the point the Founder is ready to retire or unfortunately passes away. Succession planning is not a transaction, it's a transition. Guest Contact: Thanks for joining us for another episode of the WTF podcast. We would love your feedback on the show and how we could improve so please complete this short survey.Guest/sponsorship request: If you would like to be a guest or sponsor the podcast, please contact us at whereisthefunding@gmail.com.Where to find us: Anchor, Apple Podcasts, Google Play, Spotify, or wherever you get your podcasts.Help us grow: Please subscribe, stream, or download, leave a rating or review and share your favorite episodes with family, friends, and colleagues.Follow me on LinkedIn: Michelle J. McKenzieJoin us for the next episode!
Nike Anani is a Speaker, Author, and Consultant to NextGens that seeks to lead their Family Businesses. She helps NextGens rise above operations into a non-executive board role with credibility, so that they are able to lead and formulate a plan to future-proof the business, becoming more effective change agents. Nike fuses her inside experience as a NextGen executive in her Familys Enterprise, as a Chartered Accountant, and as a Family Business Advisor to bring practical proven solutions to the table.Key interview highlights: It can be lonely in a NextGen leader in a family business if you dont have any peers in a similar position to share those particular struggles with in a what that they can really understand because they have also faced similar challenges Founders find it hard to let go and make room for NextGen leaders to make their mark on a business that the Founder started. Having a succession plan for a business is not only about the financial security of the family itself but also the employees and the ecosystem created around that business such as customers and suppliers who would lose if that business were to go under if the Founder passed and there was no succession plan in place. Succession plans take time and should be put in place as the business is being built and not at the point the Founder is ready to retire or unfortunately passes away. Succession planning is not a transaction, it's a transition. Guest Contact: Thanks for joining us for another episode of the WTF podcast. We would love your feedback on the show and how we could improve so please complete this short survey.Guest/sponsorship request: If you would like to be a guest or sponsor the podcast, please contact us at whereisthefunding@gmail.com.Where to find us: Anchor, Apple Podcasts, Google Play, Spotify, or wherever you get your podcasts.Help us grow: Please subscribe, stream, or download, leave a rating or review and share your favorite episodes with family, friends, and colleagues.Follow me on LinkedIn: Michelle J. McKenzieJoin us for the next episode!
Nike Anani is a Speaker, Author, and Consultant to NextGens that seeks to lead their Family Businesses. She helps NextGens rise above operations into a non-executive board role with credibility, so that they are able to lead and formulate a plan to future-proof the business, becoming more effective change agents. Nike fuses her inside experience as a NextGen executive in her Familys Enterprise, as a Chartered Accountant, and as a Family Business Advisor to bring practical proven solutions to the table.Key interview highlights: It can be lonely in a NextGen leader in a family business if you dont have any peers in a similar position to share those particular struggles with in a what that they can really understand because they have also faced similar challenges Founders find it hard to let go and make room for NextGen leaders to make their mark on a business that the Founder started. Having a succession plan for a business is not only about the financial security of the family itself but also the employees and the ecosystem created around that business such as customers and suppliers who would lose if that business were to go under if the Founder passed and there was no succession plan in place. Succession plans take time and should be put in place as the business is being built and not at the point the Founder is ready to retire or unfortunately passes away. Succession planning is not a transaction, it's a transition. Guest Contact: Thanks for joining us for another episode of the WTF podcast. We would love your feedback on the show and how we could improve so please complete this short survey.Guest/sponsorship request: If you would like to be a guest or sponsor the podcast, please contact us at whereisthefunding@gmail.com.Where to find us: Anchor, Apple Podcasts, Google Play, Spotify, or wherever you get your podcasts.Help us grow: Please subscribe, stream, or download, leave a rating or review and share your favorite episodes with family, friends, and colleagues.Follow me on LinkedIn: Michelle J. McKenzieJoin us for the next episode!
Nike Anani is a Speaker, Author, and Consultant to NextGens that seeks to lead their Family Businesses. She helps NextGens rise above operations into a non-executive board role with credibility, so that they are able to lead and formulate a plan to future-proof the business, becoming more effective change agents. Nike fuses her inside experience as a NextGen executive in her Familys Enterprise, as a Chartered Accountant, and as a Family Business Advisor to bring practical proven solutions to the table.Key interview highlights: It can be lonely in a NextGen leader in a family business if you dont have any peers in a similar position to share those particular struggles with in a what that they can really understand because they have also faced similar challenges Founders find it hard to let go and make room for NextGen leaders to make their mark on a business that the Founder started. Having a succession plan for a business is not only about the financial security of the family itself but also the employees and the ecosystem created around that business such as customers and suppliers who would lose if that business were to go under if the Founder passed and there was no succession plan in place. Succession plans take time and should be put in place as the business is being built and not at the point the Founder is ready to retire or unfortunately passes away. Succession planning is not a transaction, it's a transition. Guest Contact: Thanks for joining us for another episode of the WTF podcast. We would love your feedback on the show and how we could improve so please complete this short survey.Guest/sponsorship request: If you would like to be a guest or sponsor the podcast, please contact us at whereisthefunding@gmail.com.Where to find us: Anchor, Apple Podcasts, Google Play, Spotify, or wherever you get your podcasts.Help us grow: Please subscribe, stream, or download, leave a rating or review and share your favorite episodes with family, friends, and colleagues.Follow me on LinkedIn: Michelle J. McKenzieJoin us for the next episode!
Nike Anani is a Speaker, Author, and Consultant to NextGens that seeks to lead their Family Businesses. She helps NextGens rise above operations into a non-executive board role with credibility, so that they are able to lead and formulate a plan to future-proof the business, becoming more effective change agents. Nike fuses her inside experience as a NextGen executive in her Familys Enterprise, as a Chartered Accountant, and as a Family Business Advisor to bring practical proven solutions to the table.Key interview highlights: It can be lonely in a NextGen leader in a family business if you dont have any peers in a similar position to share those particular struggles with in a what that they can really understand because they have also faced similar challenges Founders find it hard to let go and make room for NextGen leaders to make their mark on a business that the Founder started. Having a succession plan for a business is not only about the financial security of the family itself but also the employees and the ecosystem created around that business such as customers and suppliers who would lose if that business were to go under if the Founder passed and there was no succession plan in place. Succession plans take time and should be put in place as the business is being built and not at the point the Founder is ready to retire or unfortunately passes away. Succession planning is not a transaction, it's a transition. Guest Contact: Thanks for joining us for another episode of the WTF podcast. We would love your feedback on the show and how we could improve so please complete this short survey.Guest/sponsorship request: If you would like to be a guest or sponsor the podcast, please contact us at whereisthefunding@gmail.com.Where to find us: Anchor, Apple Podcasts, Google Play, Spotify, or wherever you get your podcasts.Help us grow: Please subscribe, stream, or download, leave a rating or review and share your favorite episodes with family, friends, and colleagues.Follow me on LinkedIn: Michelle J. McKenzieJoin us for the next episode!
Nike Anani is a Speaker, Author, and Consultant to NextGens that seeks to lead their Family Businesses. She helps NextGens rise above operations into a non-executive board role with credibility, so that they are able to lead and formulate a plan to future-proof the business, becoming more effective change agents. Nike fuses her inside experience as a NextGen executive in her Familys Enterprise, as a Chartered Accountant, and as a Family Business Advisor to bring practical proven solutions to the table.Key interview highlights: It can be lonely in a NextGen leader in a family business if you dont have any peers in a similar position to share those particular struggles with in a what that they can really understand because they have also faced similar challenges Founders find it hard to let go and make room for NextGen leaders to make their mark on a business that the Founder started. Having a succession plan for a business is not only about the financial security of the family itself but also the employees and the ecosystem created around that business such as customers and suppliers who would lose if that business were to go under if the Founder passed and there was no succession plan in place. Succession plans take time and should be put in place as the business is being built and not at the point the Founder is ready to retire or unfortunately passes away. Succession planning is not a transaction, it's a transition. Guest Contact: Thanks for joining us for another episode of the WTF podcast. We would love your feedback on the show and how we could improve so please complete this short survey.Guest/sponsorship request: If you would like to be a guest or sponsor the podcast, please contact us at whereisthefunding@gmail.com.Where to find us: Anchor, Apple Podcasts, Google Play, Spotify, or wherever you get your podcasts.Help us grow: Please subscribe, stream, or download, leave a rating or review and share your favorite episodes with family, friends, and colleagues.Follow me on LinkedIn: Michelle J. McKenzieJoin us for the next episode!
Nike Anani is a Speaker, Author, and Consultant to NextGens that seeks to lead their Family Businesses. She helps NextGens rise above operations into a non-executive board role with credibility, so that they are able to lead and formulate a plan to future-proof the business, becoming more effective change agents. Nike fuses her inside experience as a NextGen executive in her Familys Enterprise, as a Chartered Accountant, and as a Family Business Advisor to bring practical proven solutions to the table.Key interview highlights: It can be lonely in a NextGen leader in a family business if you dont have any peers in a similar position to share those particular struggles with in a what that they can really understand because they have also faced similar challenges Founders find it hard to let go and make room for NextGen leaders to make their mark on a business that the Founder started. Having a succession plan for a business is not only about the financial security of the family itself but also the employees and the ecosystem created around that business such as customers and suppliers who would lose if that business were to go under if the Founder passed and there was no succession plan in place. Succession plans take time and should be put in place as the business is being built and not at the point the Founder is ready to retire or unfortunately passes away. Succession planning is not a transaction, it's a transition. Guest Contact: Thanks for joining us for another episode of the WTF podcast. We would love your feedback on the show and how we could improve so please complete this short survey.Guest/sponsorship request: If you would like to be a guest or sponsor the podcast, please contact us at whereisthefunding@gmail.com.Where to find us: Anchor, Apple Podcasts, Google Play, Spotify, or wherever you get your podcasts.Help us grow: Please subscribe, stream, or download, leave a rating or review and share your favorite episodes with family, friends, and colleagues.Follow me on LinkedIn: Michelle J. McKenzieJoin us for the next episode!
Nike Anani is a Speaker, Author, and Consultant to NextGens that seeks to lead their Family Businesses. She helps NextGens rise above operations into a non-executive board role with credibility, so that they are able to lead and formulate a plan to future-proof the business, becoming more effective change agents. Nike fuses her inside experience as a NextGen executive in her Family's Enterprise, as a Chartered Accountant, and as a Family Business Advisor to bring practical proven solutions to the table. Key interview highlights: It can be lonely in a NextGen leader in a family business if you don't have any peers in a similar position to share those particular struggles with in a what that they can really understand because they have also faced similar challenges Founders find it hard to let go and make room for NextGen leaders to make their mark on a business that the Founder started. Having a succession plan for a business is not only about the financial security of the family itself but also the employees and the ecosystem created around that business such as customers and suppliers who would lose if that business were to go under if the Founder passed and there was no succession plan in place. Succession plans take time and should be put in place as the business is being built and not at the point the Founder is ready to retire or unfortunately passes away. Succession planning is not a transaction, it's a transition. Guest Contact: Thanks for joining us for another episode of the WTF podcast. We would love your feedback on the show and how we could improve so please complete this short survey. Guest/sponsorship request: If you would like to be a guest or sponsor the podcast, please contact us at whereisthefunding@gmail.com. Where to find us: Anchor, Apple Podcasts, Google Play, Spotify, or wherever you get your podcasts. Help us grow: Please subscribe, stream, or download, leave a rating or review and share your favorite episodes with family, friends, and colleagues. Follow me on LinkedIn: Michelle J. McKenzie Join us for the next episode!
Nike Anani is a Speaker, Author, and Consultant to NextGens that seeks to lead their Family Businesses. She helps NextGens rise above operations into a non-executive board role with credibility, so that they are able to lead and formulate a plan to future-proof the business, becoming more effective change agents. Nike fuses her inside experience as a NextGen executive in her Family's Enterprise, as a Chartered Accountant, and as a Family Business Advisor to bring practical proven solutions to the table. Key interview highlights: It can be lonely in a NextGen leader in a family business if you don't have any peers in a similar position to share those particular struggles with in a what that they can really understand because they have also faced similar challenges Founders find it hard to let go and make room for NextGen leaders to make their mark on a business that the Founder started. Having a succession plan for a business is not only about the financial security of the family itself but also the employees and the ecosystem created around that business such as customers and suppliers who would lose if that business were to go under if the Founder passed and there was no succession plan in place. Succession plans take time and should be put in place as the business is being built and not at the point the Founder is ready to retire or unfortunately passes away. Succession planning is not a transaction, it's a transition. Guest Contact: Thanks for joining us for another episode of the WTF podcast. We would love your feedback on the show and how we could improve so please complete this short survey. Guest/sponsorship request: If you would like to be a guest or sponsor the podcast, please contact us at whereisthefunding@gmail.com. Where to find us: Anchor, Apple Podcasts, Google Play, Spotify, or wherever you get your podcasts. Help us grow: Please subscribe, stream, or download, leave a rating or review and share your favorite episodes with family, friends, and colleagues. Follow me on LinkedIn: Michelle J. McKenzie Join us for the next episode!
Nike Anani is a Speaker, Author, and Consultant to NextGens that seeks to lead their Family Businesses. She helps NextGens rise above operations into a non-executive board role with credibility, so that they are able to lead and formulate a plan to future-proof the business, becoming more effective change agents. Nike fuses her inside experience as a NextGen executive in her Familys Enterprise, as a Chartered Accountant, and as a Family Business Advisor to bring practical proven solutions to the table.Key interview highlights: It can be lonely in a NextGen leader in a family business if you dont have any peers in a similar position to share those particular struggles with in a what that they can really understand because they have also faced similar challenges Founders find it hard to let go and make room for NextGen leaders to make their mark on a business that the Founder started. Having a succession plan for a business is not only about the financial security of the family itself but also the employees and the ecosystem created around that business such as customers and suppliers who would lose if that business were to go under if the Founder passed and there was no succession plan in place. Succession plans take time and should be put in place as the business is being built and not at the point the Founder is ready to retire or unfortunately passes away. Succession planning is not a transaction, it's a transition. Guest Contact: Thanks for joining us for another episode of the WTF podcast. We would love your feedback on the show and how we could improve so please complete this short survey.Guest/sponsorship request: If you would like to be a guest or sponsor the podcast, please contact us at whereisthefunding@gmail.com.Where to find us: Anchor, Apple Podcasts, Google Play, Spotify, or wherever you get your podcasts.Help us grow: Please subscribe, stream, or download, leave a rating or review and share your favorite episodes with family, friends, and colleagues.Follow me on LinkedIn: Michelle J. McKenzieJoin us for the next episode!
Nike Anani is a Speaker, Author and Consultant to NextGens that seek to lead their Family Businesses. She helps NextGens rise above operations into a non-executive board role with credibility, so that they are able to lead and formulate a plan to future-proof the business, becoming more effective change agents. Nike fuses her inside experience as a NextGen executive in her Family's Enterprise, as a Chartered Accountant and as a Family Business Advisor to bring practical proven solutions to the table. Key interview highlights: It can be lonely in a NextGen leader in a family business if you don't have any peers in a similar position to share those particular struggles with in a what that they can really understand because they have also face similar challenges Founders find it hard to let go and make room for NextGen leaders to make their mark on a business that the Founder started. Having a succession plan for a business is not only about financial security of the family itself but also the employees and the ecosystem created around that business such as customers and suppliers who would lose if that business were to go under if the Founder passed and there was no succession plan in place. Succession plans take time and should be put in place as the business is being built and not at the point the Founder is ready to retire or unfortunately passes away. Succession planning is not a transaction, it's a transition. Guest Contact: Thanks for joining us for another episode of the WTF podcast. We would love your feedback on the show and how we could improve so please complete this short survey. Guest/sponsorship request: If you would like to be a guest or sponsor the podcast, please contact us at whereisthefunding@gmail.com. Where to find us: Anchor, Apple Podcasts, Google Play, Spotify or wherever you get your podcasts. Help us grow: Please subscribe, stream or download, leave a rating or review and share your favorite episodes with family, friends, and colleagues. Join the listener community: When you join the FREE community, you get the following: Two months FREE access (from the time you sign up) to my Grant Writing course, a $220 value. The course includes 6 individual modules that will walk you through grant writing, grant review and the post-award process. Notice of grant funding opportunities to apply before deadlines close. Unmissable masterclasses where lots of knowledge gems will be dropped. Discount access on new courses when they are launched and the opportunity to beta test courses BEFORE they are launched. Access to live Q&A sessions; you get to request guests featured on the podcast (and other investors or entrepreneurs) to have a live session where YOU get to ask them questions and learn directly from their experience. If there are topics that you are interested in learning more about, let us know and we will find a speaker who can come to the community and address those questions for you. Join now! Follow the WTF podcast on Instagram and like or follow the WTF Africa Edition podcast on Facebook. Follow hosts on LinkedIn: Michelle J. McKenzie Join us for the next episode!
Ep 36 - Navigating Change Within the Family Enterprise Listen in as we talk to Nike Anani and Tsitsi Mutendi about the intricacies of navigating change within the family enterprise, specifically the unique challenges that come with building the “generational bridge”. During this episode, we will be focused on the following: Succession - building a generational bridge to connect the generations. Governance - shared history, shared values, shared vision. Navigating disruption and business continuity. This Weeks Guests: Nike Anani Co-Founder of African Family Firms Nike Anani is an entrepreneur and a Consultant. She was rated as a top-100 Family Business Consultant globally. She helps her clients bridge the gap between the senior and younger generations. As a result, they communicate, collaborate and collectively gain clarity, to increase profit and productivity in their family businesses. With over a decade of family business expertise in Nigeria, Nike helps owners lead their family organizations to long-term impact and legacy. Her inside experience as a second generation family business owner birthed a passion to help other families in building legacy enterprises that would outlive them. Nike is an accountant (ex-Deloitte UK) and a top-rated family business expert, with a Family Business and Wealth advisor qualification from Family Firm Institute. She is the co-founder of African Family Firms, a pan-African association of family businesses, and the host of "The Connected Generation" podcast. Nike's clients choose to engage her, not only because of her extensive professional training, but also because of her practical experience as both a business founder and a NextGen. This allows her to uniquely empathies with both generations and act as a connector. Nike is a champion for diversity and celebrates the uniqueness in every individual, family and business. You can contact Nike at nikeanani.com & follow her on Facebook, Instagram and LinkedIn. Tsitsi Mutendi FAMILY BUSINESS AND FAMILY OFFICE ADVISOR (Nhaka Legacy Planning)CO-FOUNDER, AFRICAN FAMILY FIRMS (African Business Association) Tsitsi is Founder and Lead Consultant at Nhaka Legacy Planning. She is also Co-Founder at African Family Firms (A non profit Africa Family Business Association) Tsitsi Mutendi is a well-versed, award winning business woman with over 12 years experience building her own successful publishing and education businesses, during this time Tsitsi developed a passion to assist family businesses build multi-generational businesses which translate into multigenerational legacies. Tsitsi is recognised globally for her business acumen and world class delivery. Through various board appointments in numerous industries, Tsitsi has had exposure to many global business development strategies especially in Africa. Tsitsi has vast international business and family business experience. Today, Tsitsi is the founder and owner of Nhaka Legacy Planning which she formed in 2018. Her main focus is on working with Individuals, Family Businesses and Families of wealth in Family Governance and Family governance tools as well as working with Family Offices to create relevance between Family and Office. Her other expertise includes; family communication coaching, family & business strategic planning, corporate governance, succession planning, business continuity strategies, conflict resolution & mediation, coaching and mentoring. Tsitsi is a certified Family Business Advisor and Family Wealth Advisor through the global Family Business Education Network, Family Firms Institute. Her passion for family business has awarded her the opportunity to be an international speaker and author on the subject, particularly on family governance and business continuity. Tsitsi has a weekly podcast called Enterprising Families that focuses towards discussing issues that affect Families Enterprises and family businesses to manage better their journeys as families in business and issues that are of interest to them. Tsitsi also owns and runs a successful group of Montessori Primary Schools. Most importantly Tsitsi is wife and Mom to 3 cherished children (Jasmine Mufaro, Daniel Djimon and Nyasha Maia) who have given her more motivation to leave an impactful legacy. You can tune into her podcast Enterprising Families Podcast on Apple Podcasts. -------- Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. CRN-3653344-063021
Andrew Keyt is a Family Business Educator, Advisor, Coach, and Author. He is a family business strategist and succession planning expert for family-owned businesses. He helps families and family enterprises with next-generation leadership development, family conflict, strengthens communication, works with sibling/cousin teams, and helps families execute emergency management transitions. You can find out more about Andrew Keyt and reach out to him on his website at https://andrewkeyt.com/. You can also get a copy of his book called Myths and Mortals: Family Business Leadership and Succession Planning on the website and at Amazon.If you enjoy today's episode, please subscribe, review and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com.
John Broons shares on “Whats you origin story?" and “Who really owns the business?” About: As a highly experienced mentor, coach and Specialist Accredited Family Advisor with Family Business Australia for almost 30 years', John Broons has been immersed in business consulting since the early 1990s. Spanning more than 40 years' of experience, his strengths centre around being able to simplify the complexities of business leadership, ownership, people and culture. Constantly working with business owners and executives on creating, challenging and focusing their business strategy and widely sharing his expertise through engagements as a professional facilitator, presenter and Keynote Speaker. Early on in his career, John worked within his own 3rd generation family-owned company. The broad base business of the family company – sawmilling, wholesale timber and construction – was the perfect place to hone and stretch his business management skills, as well as experiencing first-hand the complex dynamics of a company structure. John frequently draws on those personal experiences and shares them as examples (of both good and bad) when helping executives build their own company legacy and establishing positive, open environments and cultures. Specialties · Succession planning · Family Dynamics / Families in business ( Watch John's family business video channel) · Leadership training and development · Business strategy · Change management · Advisory boards · Strategic planning and business structures Leadership Training Professional awards and memberships: · Family Business “Advisor of the Year” 2019/202 for Family Business Australia – (https://youtu.be/KUuRf8FQrD0 ) · Certificate and Advanced Certificate Family Business Advisor – Family Firm Institute · Fellow of Family Firm Institute (Boston, USA) · Specialist Accredited Family Business Advisor (Family Business Australia) · Robert Norse Award (the founder of TEC) 2013 – (one of only two awarded in Australia in the past 30 years) · Seven Gold Chair Excellence TEC Awards – 2012, 2013, 2014, 2015, 2016, 2017, 2018 and 2019
On this episode of The Family Business Voice, Ramia speaks to Russ Haworth, Family Business Advisor and Host of the show The Family Business Podcast, about where purpose and succession overlap. Haworth believes that healthy transitions lie at the heart of continuity, and as such, is passionate about helping next-generation family members find their place in the business. As Co-director of ‘The Land of Giants’, a research project that focuses on next-gen journeys, Haworth knows all too well the generational gap that threatens to derail even the most well thought out transitions. However, he’s also seen how purpose, defined in open, honest intergenerational dialogue can do just as much to get the transition process back on track, even if it means next-gens opting out of the active role envisioned for them by their parents. With baby boomers reconsidering their place at the family business in light of the pandemic, managing transitions effectively so that all stakeholders involved benefit has never been more important. – The meaning that family business leaders give to the values they hold through their actions is the purpose of the business. – Translating that purpose from one generation to the next is difficult because even if they hold the same values, they will invariably see how those values apply to the everchanging world around them in fundamentally different ways. – Getting over those differences requires a high level of emotional intelligence, which families can work on by levelling with each other regularly and approaching their collaboration with empathy and openness. Listen to this episode on Spotify, Apple Podcasts, Google, Stitcher and TuneIn.
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