Podcast appearances and mentions of kristin keffeler

Jon Fogel: Punishment-­Free Parenting Jon Fogel is a husband, a father of four, and a parenting educator. His goal is to teach how to parent more effectively, with less stress and more success by combining modern neuroscience, developmental psychology, counseling, and positive, gentle parenting wisdom. He is the author of Punishment-­Free Parenting: The Brain-Based Way to Raise Kids Without Raising Your Voice*. Most of us aspire to lead well in every area of our lives, not just in the workplace. A key place for leadership with many of us is with our kids and the other young people in our lives. In this conversation, Jon and I discuss how to raise kids without raising your voice. Key Points Consequences and punishment are not the same thing, even if the words are used interchangeably. Our kids want us to like them. They are not giving you a hard time; they're having a hard time. Punishment doesn't “teach kids a lesson.” More often, it crowds out higher level thinking and children are unable to remember what they were being punished for. Rather than imposing retribution, help children surface that natural and logistical consequences of their behaviors. Get curious, not furious. Often, there's a perfectly rational reason that children are acting they way they are. Children are great imitators. So give them something great to imitate. Resources Mentioned Punishment-­Free Parenting: The Brain-Based Way to Raise Kids Without Raising Your Voice* by Jon Fogel Jon Fogel on Instagram Interview Notes Download my interview notes in PDF format (free membership required). Related Episodes How to Reduce Drama With Kids, with Tina Payne Bryson (episode 310) The Way Into Better Conversations About Wealth, with Kristin Keffeler (episode 606) Supporting Return to Work After Maternity Leave, with Danna Greenberg (episode 639) Discover More Activate your free membership for full access to the entire library of interviews since 2011, searchable by topic. To accelerate your learning, uncover more inside Coaching for Leaders Plus.

Kristin Keffler joins me for this episode. Kristin is the author of The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life. We talk about Kristin's personal, educational, and professional journeys – and how those threads come together to inform her writing and her work today, especially for Rising Gens in financially significant families.Kristin gives us a brief introduction to the discipline of positive psychology. And she shares a few words about the book she co-authored with James Grubman and Dennis T. Jaffee, Wealth 3.0: The Future of Family Wealth Advising. You can learn more about Kristin and her work on her LinkedIn page: https://www.linkedin.com/in/kristin-keffeler-msm-mapp-245a21/. Her books are available through Amazon and independent bookstores.Do you have comments or suggestions about a topic or guest? An idea or question about conflict management or conflict resolution? Let me know at jb@dovetailresolutions.com! And you can learn more about me and my work as a mediator and a Certified CINERGY® Conflict Coach at www.dovetailresolutions.com and https://www.linkedin.com/in/janebeddall/.Enjoy the show for free on your favorite podcast app or on the podcast website: https://craftingsolutionstoconflict.com/And you can follow us on Twitter @conflictsolving. 

In their traditional annual “retrospective” episode, hosts Steve Legler and Ruth Steverlynck discuss highlights from some of the episodes that debuted in 2023, hoping to stimulate listeners to re-listen for great content they may have missed the first time.   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.   Key Takeaways [:26] Ruth Steverlynck guest-hosts this 2023 retrospective with host Steve Legler to discuss highlights from some of this year's best episodes.   [1:23] Episode 50 featured video and guests Jim Grubman, Dennis Jaffe, and Kristin Keffeler, and makes Steve's must-watch list, Ruth touches on the positive discovery process.   [6:50] Episode 46 was one where Ruth had the absolute pleasure of hosting Jay Hughes, discussing a wide range of topics, the Foundation named in his honor, and the wonderful things that it will be producing.   [11:36] Episode 44 set the stage for a discussion with Coventry Edwards-Pitt on the often-overlooked significance of the prenup. Steve shares his thoughts on what the episode revealed.   [15:40] Episode 47 dove into the work of Dr. Paul Hokemeyer on the unique type of isolation wealth brings along. Ruth shares some of the enlightening thoughts on growth she garnered from this episode.   [21:14] Episode 51 highlighted one of this year's new guest hosts: Ambreen Bhaloo and her guest Mike Sergeant. Steve and Ruth send some flowers their way.   [24:23] Episode 52 was Aileen Miziolek's turn to host her first guest Marita Fridjhon, Steve shares how he and Aileen met and why she was chosen as a female voice for the Let's Talk Family Enterprise podcast.   [26:40] Episode 49 was one of Ruth's favorites; she shares which takeaways and nuggets she still thinks about from David York's interview.   [30:35] Ruth and Steve share their current favorite resources for 2024.   [33:39] Steve takes a moment to thank Ruth for launching this podcast project, now that she is stepping into different roles, and signs off until 2024.   If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. 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 Purposeful Planning Institute The Wealth of Wisdom Podcast The Wealth of Wisdom book   Episode 50: Wealth 3.0 Episode 46: In Conversation With Jay Hughes Episode 44: Prenuptials: Engaged Healthy, Wealthy and Wise Episode 47: Fragile Power: Why Having Everything Is Never Enough Episode 51: Communication Dynamics in Business Families Episode 52: Working With Systemic Change in Family Business Episode 49: Stewardship for Enterprising Families   More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn

As we close 2023, we're reflecting on some of the financial themes explored on So Money. One central theme was around defining "enough." What is enough? Is it a number, a feeling, or both? How do we get there? What's the work? Why does it feel so unattainable? Episodes referenced in this episode include Erin Lowry, Manisha Thakor, and Kristin Keffeler. Hosted on Acast. See acast.com/privacy for more information.

The Myth of the Silver Spoon Introduction: Welcome, listeners, to another insightful episode of "Divorce for Wealthy Women." I'm your host, Olivia Summerhill, and today, we have the privilege of delving into the intricate world of family wealth dynamics, focusing on navigating divorce alongside the esteemed Kristin Keffeler. Kristin is not just a consultant; she's a thought leader paving the way in the evolving landscape of global family wealth advising, commonly called Wealth 3.0. As the founder of illumination360 and the Chief Learning Officer for the Johnson Financial Group, Kristin is no stranger to guiding affluent families through life-altering events, especially the complexities of divorce. In our conversation, we'll explore Kristin's strengths-based approach, grounded in extensive research and years of private practice. She specializes in human motivation, behavioral change, family dynamics, governance, rising generation education, and intergenerational collaboration—all within the context of divorce. Join us as we uncover the wisdom and insights Kristin has gained on her journey, shedding light on how families can navigate the challenges of divorce and empower the rising generation to make a meaningful impact in the world. Stay tuned for an enriching discussion that goes beyond the surface, right here on "Divorce for Wealthy Women." Key Takeaways: Embracing Transformation: Divorce, while challenging, can be a catalyst for personal growth. Kristin explores how embracing the pain and reevaluating beliefs can pave the way for a better future. Inner Work in Affluent Families: Kristin emphasizes the importance of inner work in affluent families navigating divorce, providing insights into understanding motivations, beliefs, and emotional responses. Seven-Step Method from "The Myth of the Silver Spoon": Kristin shares the seven-step method outlined in her book, "The Myth of the Silver Spoon," which is designed to help individuals navigate family riches and create a meaningful life. Developing Confidence and Finding One's Voice in Divorce: Specific techniques are discussed, focusing on how clients can develop confidence and find their voice during the complexities of divorce, particularly in affluent circles. The Power of Reframing and Effective Communication: Kristin explores the power of reframing the narrative around wealth and divorce and the importance of effective communication within wealthy families to ensure everyone feels heard and understood. Insights from "The Myth of the Silver Spoon": A glimpse into Kristin's book provides a guide that combines practical advice with psychological insights, offering actionable steps for personal growth and empowerment during life transitions for ultra-high-net-worth families. Encouraging Personal Growth During Divorce: Personal growth during divorce is highlighted as a transformative opportunity for individuals to reassess values, redefine goals, and embark on a journey of self-discovery. Connect with Kristin Keffeler: Website: illumination360.com LinkedIn: linkedin.com/in/kristin-keffeler Facebook: facebook.com/kristinkeffeler Grab a Copy of "The Myth of the Silver Spoon": The Myth of the Silver Spoon About the Host: Olivia Summerhill is a certified financial planner, divorce specialist, and money coach. Website: summerhillfirm.com LinkedIn: linkedin.com/in/oliviasummerhill Stay Connected: Subscribe, rate, and leave a review to stay updated on empowering discussions in "Divorce for Wealthy Women." Join Olivia Summerhill and her guests for more empowering discussions in the next episode of "Divorce for Wealthy Women." Subscribe now and remember your financial well-being matters. [Disclaimer: The information provided in this episode is for educational and informational purposes only and should not be considered financial or legal advice. Consult with a qualified professional for personalized guidance.]

This week, I have the pleasure of speaking with Kristin Keffeler, Chief Learning Officer at the Johnson Financial Group. Kristin is a celebrated author of such influential books in our industry as the recently published Wealth 3.0: The Future of Family Wealth Advising, and The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life. She is also the Dean of Family Positive Psychology at the Purposeful Planning Institute. Kristin is passionate about the challenges and opportunities facing the rising-gen members of enterprising families, a subject she covers in depth in her influential book, The Myth of the Silver Spoon. She delves into the topic here, especially focusing on how the strengths-based approach can unlock the rising gen's potential for success, happiness, and impact. She also describes the challenges that are potentially holding back rising-gen members and their parents – the things she calls “clutter” in her book – and offers suggestions on how to overcome them. Kristin also talks about the core theses of her other recently released book, Wealth 3.0, which she co-authored with Jim Grubman and Dennis Jaffee. This visionary book has been widely seen as primarily focused on or aimed at the family wealth advisor profession and its impending evolution, however, Kristin talks here about the clients, the families who are served by the advisor community, and the role they too play in the Wealth 3.0 evolution. She describes how family member education, awareness, and expectations of what Wealth 3.0 is and how it should serve them are critical drivers of the coming change. Kristin also offers some practical tips and tools for family members, including parents and the younger generations. She indicates what parents can do to enable a positive strengths-based engagement and to catalyze the evolution of their family and advisor interactions and processes toward the Wealth 3.0 model. She also outlines the opportunities for the younger generation and the role they can play to bring about and drive the positive, strengths-driven Wealth 3.0 approach of engaging with their family, the family enterprise, and the advisor ecosystem that surrounds them. Don't miss this engaging conversation with one of our industry's foremost thinkers and practitioners specializing in the rising gen and their success and well-being.

Today we are speaking with once again Dr. James Grubman, an internationally recognized consultant to families of wealth, family businesses, and the advisors who serve them.  He is the co-author of one of the buzziest books of the year called Wealth 3.0:  The Future of Family Wealth Advising along with Dennis Jaffe and Kristin Keffeler, who I have also interviewed previously on this podcast.  I wanted to talk to Jim and get some more color on his attitudes towards wealth advising, the issues with the literature and research in the space, how to escape from a fear-based mindset to one of growth around wealth, and why everyone does not necessarily want to create a dynasty. Please enjoy my excellent conversation with Jim Grubman. NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening. WEBSITE for Jim:  https://jamesgrubman.com BOOK:  Wealth 3.0: The Future of Family Wealth Advising Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.  FOLLOW JOE: https://twitter.com/joereillyjr WEBSITE: https://www.circulus.co/ PRIVATE CAPITAL PODCAST:   https://podcasts.apple.com/us/podcast/private-capital/id1644526501 Thanks for listening.  If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts.  We appreciate it. Other Books by these authors: BOOK - Strangers in Paradise - How Families Adapt to Wealth Across Generations by James Grubman BOOK - Borrowed from your Grandchildren - The Evolution of 100-Year Family Enterprises by Dennis Jaffe BOOK - Myth of the Silver Spoon by Kristin Keffeler ©2023 Joe Reilly

Special Video Episode: Watch the video here 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. DescriptionIn this special 50th video episode, host Steve Legler speaks with all three authors of the recently released book, Wealth 3.0: The Future of Family Wealth Advising, Jim Grubman, Dennis Jaffe and Kristin Keffeler. Together, they discuss both the past and future of the field of advising families about wealth issues and cover some of the differences between working with family businesses, family enterprises and families of wealth. To mark the 50th episode, this podcast is presented in video format, a first for Let's Talk Family Enterprise! If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca. More about Family Enterprise CanadaFamily Enterprise Canada (FEC) FEC on Facebook FEC on Twitter FEC on LinkedIn

Regular listeners of the show will be familiar with all of my guests on this weeks show. I am joined by Jim Grubman, Denis Jaffe and Kristin Keffeler as they discuss their new book - Wealth 3.0 - The Future of Family Wealth Advising. In this episode we cover some of the key areas of focus within the book and what it means for families of wealth and in particular those that advise them. This episode is a special collaborative episode with The Ultra High Net Worth Institute in preparation for the launch of their very own podcast later this year. I will keep you all updated on that as and when we approach release date. If you are unfamiliar with the the work that the Institute does I highly recommend that you check out their website: https://www.uhnwinstitute.org/All four of the speakers on the show are involved in the Institute and we are all very strong advocates for the thought leadership that comes from the Institute, the events that they run and the opportunity for individuals or firms across the globe to contribute to the future of wealth advising for UHNW families. Support the ShowThe podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing. www.fambizpodcast.com/support Work With Russ If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: russ@familybusinesspartnership.com or head over to www.familybusinesspartnership.com Sign up to the Newsletter You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now

Being born wealthy can create priceless opportunities. But Keffeler joins us to explain how the rising generation still has to do the "inner work of money" and navigate family dynamics, financial education and intergenerational collaboration.

If you have done research and want to know how to turn that research into a book, this podcast episode is for you. Author of The Myth of the Silver Spoon, Kristen Keffeler, discusses her journey turning her research into a nonfiction book that was picked up by a traditional publisher. Kristin explains the importance of narrowing your audience, sharpening your thesis, and creating a structure that pulls the reader through from beginning to end. Kristin also shares the highs and lows of marketing her nonfiction book.   Great Moments in the Episode 8:12 – 9:33      Packaging graduate studies research into a book.  9:34 – 12:40    The evolution of a thesis as you sharpen your ideal audience. 12:42 – 14:36 How to speak to secondary and tertiary audiences beyond your ideal audience. 14:38 – 17:43  How to strengthen your nonfiction storytelling. 17:45 – 22:27  An example of a four-part structure that goes from general to specific. 22:28 – 25:29 Persevering even when your book isn't picked up by a publisher. 25:31 – 28:59  How to get a publisher's attention after your first proposal is rejected. 31:08 – 34:21  The difficulty of marketing a book and tips for using a book trailer to drive traffic. 34:22 – 36:20  How to host a successful virtual book launch on LinkedIn. 38:10 – 41:06 How to collaborate successfully on a book.   Words of the Episode Toothsome (adj): temptingly tasty. Dewclaw (n): a digit – vestigial in some animals – on the foot of many mammals, birds, and reptiles (including some extinct orders, like certain theropods).   Follow Journey Sixty6 https://www.journeysixty6.com/  https://www.youtube.com/@journeysixty6writingforpub  https://www.facebook.com/journeysixty6  https://www.linkedin.com/company/journeysixty6/   Find Kristin's books here: The Myth of the Silver Spoon Wealth 3.0: The Future of Family Wealth Advising

#046.  Today's guest is Kristin Keffeler.  Kristin talks about her experiences as the daughter of wealth-creating parents, including her story of receiving a new sports car as a gift from her father, and the confusing feelings she began to experience.  She details who her book is written for, the 4 common hidden tripwires that can really get in the way of people growing up in affluent families and the 4 types of inner and outer clutter that inhibits the ability of the rising generation to grow.  Kristin discusses the most effective ways to clear away clutter in our lives, including the inner work that must be done plus actionable strategies in bringing awareness to clearing away clutter, most specifically money clutter.  She outlines when wealth can turn from being a benefit to a detriment in our children's lives, how parents can build valuable character traits in their children and develop their skills around grit and growth mindset, and how to parent based on values and based on a family culture parents are trying to create.   We close with tangible and actionable tips that parents can integrate into their interactions with their kids to develop those traits and why celebrating the journey and effort from your kids is important, rather than results.Show notes and more at:https://moneydadpodcast.com/session046

Rich kids are perceived as free from life's toughest challenges. “Having it all.” But being raised in affluence brings a unique set of pressures and hidden tripwires. Guest Kristin Keffeler, MSM, MAPP, is a thought leader and consultant at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She works with affluent and enterprising families, rising gen, and the professionals who support them. Her book, The Myth of the Silver Spoon, explores our wealth culture and helps to identify structures for finding and sustaining one's own vision of a fulfilling, impactful life. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, I have the pleasure of speaking with Jim Grubman, a prominent thought leader, researcher, and advisor to multigenerational families in our industry. Jim and his equally prominent co-authors, Dennis Jaffe and Kristin Keffeler, have just published their latest book, Wealth 3.0. Jim and I discuss the Wealth 3.0 concept and the new paradigm it introduces for our field of private wealth management and family wealth advising. We talk about how Wealth 3.0 thinking and practices fundamentally differ from the established practices of the past 3-4 decades. The change in mindset and behaviors this future paradigm entails will have a broad and far-reaching impact on the wealth management industry at large, and will outright transform the more niche, specialized, and fast-growing field of family wealth advisory services. Everything from how the industry organizes itself to how it conducts research to how advisors are trained and certified to the language and terminology they use in day-to-day conversations with their ultra-high-net-worth (UHNW) clients. The book is a quick and fascinating read, and will likely become an important manifesto, and required reading, for future generations of family wealth advisors. Clients can also benefit greatly from this concept, which can help them evolve their own thinking, their interactions within their family, and their expectations of their trusted family advisors. Enjoy this conversation, and look for the Wealth 3.0 book, which just came out this week on Amazon.

Helping people develop a right relationship with money, particularly the younger generations in families of wealth and influence, is the unique focus of the work done by this week's guest, Kristin Keffeler. As a leading practitioner of family wealth advising called Wealth 360, she supports families of significant means in doing what she calls the “inner work” of money. It's not just about managing portfolios, but developing a healthy life identity around the dollar signs.   This may be the most personal episode we've yet done from Warwick's perspective, given his history as the 5th generation heir to a multibillion-dollar media dynasty in his home nation of Australia. The ground he and Keffeler cover here not only offers insights and action steps for families like the one Warwick was born into, but to any family that can benefit from shoring up its relationship to money and their relationships to each other.   At the root of finding that health, Keffeler explains, is understanding that the formation of personal identity separate from the numbers on a balance sheet is an important destination all of us must find our way to.   To learn more about Kristin Keffeler and her work, visit www.illumination360.com   To explore Beyond the Crucible assets, including our free Life of Significance assessment, visit www.beyondthecrucible.com   Have a question or comment? Drop us a line at info@beyondthecrucible.com

What are the benefits of creating a wealth roadmap for families, and how can it help grow human capital and positively impact the community?In this episode, Kristin Keffeler dives into the importance of wellness in family businesses and wealth management. She discloses how to create a wealth roadmap for families and ensure their financial resources are used to grow human capital and positively impact their community. She touches on common tripwires that younger generations face in family businesses and emphasizes the significance of addressing these challenges to ensure successful transitions. Let's discover the relationship between wealth and well-being, specifically for rising generations!Kristin Keffeler, MSM, MAPP, is a thought leader at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She guides affluent and enterprising families, rising gen, and the professionals who support them in embracing the positive power of wealth and doing the “inner work of money."[00:01 - 07:55] Opening Segment• How Kristin guides affluent families in embracing the positive power of wealthHelping families integrate wealth well into their lives• Rsing gen lacking knowledge and support to understand the landscape of family wealth advising• Working with whole family systems and building skills to include privately held enterprise[07:56 - 16:22] The Importance of Wellness in Family Enterprise• Physical, emotional, and spiritual well-being must be in alignment for a well-lived lifeIncorporating health and wellness into family businesses is crucial to success• How families often prioritize technical aspects over mental and physical wellbeing• Why tending to human capital is vital for multi-generational success[16:23 - 24:06] Creating a Wealth Roadmap• Wealth roadmap process helps families connect financial resources with human capital growthThe impact wealth should have on family and community• The common tripwires for younger generations in family businessesIdentity, communication, and preparation for leadership roles[24:07 - 31:47] Navigating Family Wealth and Creating an Impactful Life• Building identity capital is essential for pursuing a path of contribution• Why growth mindset and grit are essential character traits to develop for rising gen• How diminished motivation to earn income can lead to a lack of sense of mattering and depression• Kristin's journey in writing The Myth of the Silver Spoon[31:48 - 39:44] The Challenges & Benefits of Wealth for Rising Generations• Our relationship with money and wealth is cluttered and complexWealth creates both benefits and detriments to growth and wellbeing• Rising gens with clarity of identity has a unique position for creating change• Clearing emotional and psychological clutter around money, work, relationships, and identity[39:45 - 44:35] Closing Segment• The common traits among thriving rising gensGrowth mindset, grit, mastery orientation, unconditional positive relationshipsWant to connect with Kristin? Follow her on LinkedIn. Head to Illumination360

In this episode of Money Tales, our guest is Kristin Keffeler. Kristin's family's money story launched when she was in her twenties. Her parents and oldest brother started a company, grew it, took it public and sold it, all within five years. In other words, during the period between starting and graduating from college, her family experienced a series of significant wealth events. As a result, Kristin's money narrative got more complex. She was trying to sort out many things like how did she want to define success? Was her current career path good enough? How should she be allocating time learning to be a steward of the family wealth? Kristin was in a big soup of confusion around identity as she sought to understand who she was as an individual, separate from her family contribution. Kristin, MSM and MAPP, is a thought leader and consultant at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She works with affluent and enterprising families, rising gen, and the professionals who support them. As the founder of the consulting firm illumination360 and the Chief Learning Officer for the Johnson Financial Group, she specializes in human motivation and behavioral change, family dynamics, family governance, rising gen education and development, and intergenerational collaboration. Drawing upon her research and years of private practice advising and coaching the rising generation in affluent and enterprising families, Kristin believes that members of the rising gen are uniquely positioned to create significant impact in the world and uses a lens of strengths to help them—and those who guide them—to ignite their potential. Her recent book, "The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life," captures this approach.

In this episode of Money Tales, our guest is Kristin Keffeler. Kristin's family's money story launched when she was in her twenties. Her parents and oldest brother started a company, grew it, took it public and sold it, all within five years. In other words, during the period between starting and graduating from college, her family experienced a series of significant wealth events. As a result, Kristin's money narrative got more complex. She was trying to sort out many things like how did she want to define success? Was her current career path good enough? How should she be allocating time learning to be a steward of the family wealth? Kristin was in a big soup of confusion around identity as she sought to understand who she was as an individual, separate from her family contribution.Kristin, MSM and MAPP, is a thought leader and consultant at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She works with affluent and enterprising families, rising gen, and the professionals who support them. As the founder of the consulting firm illumination360 and the Chief Learning Officer for the Johnson Financial Group, she specializes in human motivation and behavioral change, family dynamics, family governance, rising gen education and development, and intergenerational collaboration.Drawing upon her research and years of private practice advising and coaching the rising generation in affluent and enterprising families, Kristin believes that members of the rising gen are uniquely positioned to create significant impact in the world and uses a lens of strengths to help them—and those who guide them—to ignite their potential. Her recent book, The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life, captures this approach.Learn more about Money Tale$ > Subscribe to the podcast Recent episodes See all episodes > Form CRS Form ADV Terms of Use Privacy Rights and Policies

Being born wealthy can create priceless opportunities. But Keffeler joins us to explain how the rising generation still has to do the "inner work of money" and navigate family dynamics, financial education and intergenerational collaboration. For more information, visit the show notes at https://www.bobbirebell.com/podcast/Kristin-Keffeler

Jill Schlesinger: The Great Money Reset Jill Schlesinger is an Emmy Award winning Business Analyst for CBS News. She appears on CBS radio and television stations nationwide covering the economy, markets, investing and anything else with a dollar sign. Jill is the host of the Jill on Money podcast and of the nationally syndicated radio show, Jill on Money, which won the 2018 and 2021 Gracie Award for Best National Talk Show. Jill is a frequent speaker on a variety of topics, including macroeconomic, market and demographic trends; workplace issues for women and LGBT employees in financial services; and how to create authentic branding. She is the author of The Dumb Things Smart People Do With Their Money and her most recent book, The Great Money Reset: Change Your Work, Change Your Wealth, Change Your Life*. In this conversation, Jill and I examine the decision-making process that many of us use when considering advanced degrees or certifications. We discuss some of the common missteps that people make in educational investments and identity three key steps that can help us do better. Plus, we encourage leaders to get clear on their goals and outcomes and alternative ways to fund major educational investments. Key Points Every situation is different. Examining your situation is more helpful than relying on an assumption that all educational investments are wise. Identify the precise skills, knowledge, or credential you hope to gain by going back to school and how your career with benefit. Remember that the cost of tuition does not always reflect the full cost such as lost salary or time out of the workforce. Explore cheaper options if they still archive your overall objectives. A cheaper degree from a less prestigious university may meet 95% of the outcomes you want. Consider how your employer may support your educational investments. Some companies will consider sponsoring some of your educational expenses if you make a formal request. Resources Mentioned The Great Money Reset: Change Your Work, Change Your Wealth, Change Your Life* by Jill Schlesinger Interview Notes Download my interview notes in PDF format (free membership required). Related Episodes Four Rules to Get Control of Your Money, with Jesse Mecham (episode 356) Dumb Things Smart People Do With Money, with Jill Schlesinger (episode 396) The Way Into Better Conversations About Wealth, with Kristin Keffeler (episode 606) Seven Steps to Landing Professional Development Funding (MemberCast) Discover More Activate your free membership for full access to the entire library of interviews since 2011, searchable by topic. To accelerate your learning, uncover more inside Coaching for Leaders Plus.

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.   Host Steve Legler speaks with Kristin Keffeler about her recent book, The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life. They discuss how advisors to enterprising families and families of wealth can become resources to the rising generation of these families as they face challenges that are typically overlooked by society.   If you enjoy this episode and want to hear more from Kristin, don't miss out on her presentation at Symposium 2023 in Ottawa, May 29 – 31.   Guest bio Kristin Keffeler, MSM, MAPP   Kristin is a thought leader, speaker, and consultant at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She guides affluent and enterprising families, rising gen, and the professionals who support them in embracing the positive power of wealth and doing the “inner work of money.”   You can learn more about Kristin Keffeler on LinkedIn and the Illumination360 website.   Key Takeaways [:26] Steve Legler welcomes today's guest Kristin Keffeler and asks her to talk a little bit about the impact her peak human performance and positive psychology background have had on her new book.   [9:08] Kristin shares her perspective on the myth of the silver spoon.   [12:20] Clearing the clutter is an analogy Kristin uses to give perspective to the rising generation. She breaks down the four kinds of clutter.   [15:30] Budgeting is empowering, even in a situation of plenty, Kristin explains why.   [18:37] The identity factors that made some rising gens systematically thrive.   [20:45] Kristin shares her tips for advisors to help families lay good foundations.   [25:15] Having some “skin the game” in their own life is a critical part of skill building for younger generations.   [26:50] Being born into wealth shouldn't mean you are forced into any specific path in life.   [30:36] Kristin shares her book recommendation and a piece of advice for advisors.   [34:27] Steve thanks Kristin for sharing so much of her learnings and signs off until next month.   If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, or other podcast apps. 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. The Myth Of The Silver Spoon: Navigating Family Wealth & Creating an Impactful Life, by Kristin Keffeler Good Inside: Become The Parent You Want To Be, by Dr. Becky Kennedy   More about Family Enterprise Canada Family Enterprise Canada (FEC) FEC on Facebook FEC on Twitter FEC on LinkedIn

We talk a lot about how to build wealth on the More Money Podcast, but what happens when you've finally "made it"? In today's new episode with Kristin Keffeler, author of The Myth of the Silver Spoon, we're taking a look at the other side of money and what problems may arise after you've achieved 1% status. Kristin Keffeler, MSM, MAPP is a human capital coach, family dynamics advisor, consultant, and thought leader at the forefront of today's global shift in wealth advising, Wealth 3.0. She's the founder of Illumination360, in which she specializes in human motivation, behavioural change, and family dynamics, and helps guide affluent and enterprising families, rising gen, and the professionals who support them. Her new book, The Myth of the Silver Spoon, unpacks the hidden traps of inherited wealth and real-life challenges facing those born into affluent families. In today's episode, Kristin shares her story of being a part of a wealthy family and how that impacted her identity and career choices. She also shares what the term "rising gen" means and the most common challenges she helps them face. Kristin also shares why affluent parents need to approach parenting differently and the importance of teaching their kids character-building skills. For full episode show notes visit: https://jessicamoorhouse.com/355

“We all have a story around money, we all have a relationship to it, and whether it is healthy and conscious and clear or totally submerged in unconscious, is really up to how we were raised, what we absorbed from the messages around us and then how much of our own work we've done around it.” – Kristin Keffeler  Connect with Kristin Keffeler: LinkedIn Instagram Facebook   Selected links and people mentioned from this episode: Illumination 360 The Myth of the Silver Spoon by Kristin Keffeler The Soul of Money by Lynne Twist Seven Stages of Money Maturity by George Kinder   Connect with REIN Canada REIN Canada CEO@reincanada.com REIN Channel Facebook Instagram Twitter   [0:42] Patrick introduces his next TEDM guest, Kristin Keffeler. [01:56] Kristin and Patrick get their conversation underway as she unpacks who she supports, why it's necessary and through her research and work what she has found gets harder for wealthy families. [08:07] Dispelling a myth, Kristin discusses the reality for some high-net-worth individuals, or high-income earners, and their relationship with wealth. [10:31] Our “money story” is often embedded in the relationships we observed growing up, and Kristin suggests the work we do around money to gain a healthier relationship with it as adults, is some of the most difficult. [14:47] Kristin observes in the affluent families she works with that often clients either overidentify with their wealth (I am my family's money, I don't know who I would be without it) or underidentify with it (distance themselves, reject that part of their narrative). She advises clients to approach it more like a teeter-totter. Zoom out to understand and recognize the privilege you have, not from guilt but from blessing and figure out your own voice and identity within it. [20:41] Kristin identifies that the work to be done around assessing our belief systems and understanding of money is not unique to the uber wealthy; we all have a relationship to money – healthy or unhealthy. Kristin goes on to discuss the concept of “money clutter” and relays a personal story of how she became aware of it. [28:04] The first thing we need to do in assessing our relationship with money is to pay attention to our overall mindset, the filter through which we take things in. Are we operating from a scarcity mindset or abundance mindset? [29:23] Kristin reminds us that money truly is energy and currency (current-cy). Like a current it can flow to and from us, and our mindfulness around it has an effect. Money wants to be in motion. [32:20] Of the second question we can ask to test our relationship with money, Kristin reframes it from a broad and ambiguous question (what is your relationship to money?) to a deeper embodiment experience. [34:44] Kristin shares what “doing the work” looked like for her to improve her own relationship with money after her husband pointed out the mindset he observed. Books, self awareness, intentionality, and physicality all played a part. [41:43] Building on those fundamentals, Kristin shares another story from her personal life to illustrate her self-observation and development. [44:02] Kristin and Patrick discuss financial dependency in the context of relationship and social constructs. [48:48] Growing up in the same family doesn't always equate to the same experience. Kristin reflects on the experience she had of her family's wealth as the youngest child vs. her older brothers who had a much different lens to view their upbringing. [53:18] Resourceful and independent, Kristin was used to forging her path but at times she felt the weight of her family's financial success as intimidating and a prohibitively high bar to measure up to. Eventually, her desire for larger impact summoned the needed courage to build her own business and the financial rewards as a result. [59:22] Success. Although Kristin could likely find a way to define it for herself in a way that felt go...

Kristin Keffeler, MSM, MAPP is a thought leader, speaker, and consultant at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She guides affluent and enterprising families, rising gen, and the professionals who support them in embracing the positive power of wealth and doing the “inner work of money.” Kristin is the author of The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life (Wiley, 2022), an Amazon bestseller in its category. As the founder of Illumination360 and the Chief Learning Officer for the Denver-based Johnson Financial Group, she specializes in human motivation and behavioral change, family dynamics, family governance, rising gen education and development, and intergenerational collaboration. Drawing upon her life experience as the daughter of wealth-creating parents and her years of research and private practice advising and coaching the rising generation in affluent and enterprising families, Kristin believes that members of the rising gen are uniquely positioned to create significant impact in the world, and uses a lens of strengths to help them to ignite their potential. Keffeler brings a multi-dimensional approach to her work. She earned an undergraduate degree in human biology and chemistry, with an emphasis on human peak performance. She also holds a Master of Science in Management with a concentration in Public Health from the University of Denver, and a Master of Applied Positive Psychology from the University of Pennsylvania.

Today we are talking to Kristin Keffeler, author of the very insightful new book Myth of the Silver Spoon. We talk about the emotional and psychological clutter around money, the confusing messages we get about wealth, positive psychology, and how to integrate a healthier identity. Kristin is a consultant and founder of Illumination 360, a firm at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She guides affluent and enterprising families, rising gen, and the professionals who support them in embracing the positive power of wealth. She earned an undergraduate degree in human biology and chemistry, with an emphasis on human peak performance. She also holds a Master of Science in Management from the University of Denver, and a Master of Applied Positive Psychology from the University of Pennsylvania. ORDER THE BOOK: https://amzn.to/3CYViMt WEBSITE: www.illumination360.com FISCAL UNEQUALS PAPER: LINK JAY HUGHES ON FISCAL UNEQUALS: LINK Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast. FOLLOW JOE: https://twitter.com/joereillyjr WEBSITE: https://www.circulus.co/ PRIVATE CAPITAL PODCAST: https://podcasts.apple.com/us/podcast/private-capital/id1644526501 Thanks for listening. If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts. We appreciate it.

Kristin Keffeler, Founder of Illumination360, Dean of Positive Psychology for the Purposeful Planning Institute, certified trainer, author, and co-founder of the Beneficiary Bootcamp, explains why impact = meaning + mattering, and outlines the 4 types of "clutter" commonly attached to legacy or wealth. Hear Kristin's full interview in Episode 20 of Let's Talk Legacy.

LifeBlood: We talked about navigating family wealth, how money is a magnifier of good and bad things, how to address subconscious beliefs about money, how to have healthy family dynamics involving money, and how to get started with Kristin Keffeler, thought leader in the world of Wealth 3.0 and Founder of Illumination 360. Listen to why there are specific skills necessary to have success with money! You can learn more about Kristin at Illumination360.com and LinkedIn. Get your copy of The Myth of The Silver Spoon HERE Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review here: ​​https://ratethispodcast.com/lifebloodpodcast You can learn more about us at LifeBlood.Live, Twitter, LinkedIn, Instagram, YouTube and Facebook or you'd like to be a guest on the show, contact us at contact@LifeBlood.Live.  Stay up to date by getting our monthly updates. Want to say “Thanks!” You can buy us a cup of coffee. https://www.buymeacoffee.com/lifeblood

Kristin Keffeler, Founder of Illumination360, Dean of Positive Psychology for the Purposeful Planning Institute, certified trainer, author, and co-founder of the Beneficiary Bootcamp, explains the 3 steps to creating a tighter family and tighter vision, why impact = meaning + mattering and how no one has a neutral relationship with money, the 4 types of "clutter" attached to legacy and wealth, the 5 components to human flourishing, and the research in her new book "The Myth of the Silver Spoon" and the way that navigating family wealth can lead to an impactful legacy.Mentioned in the show: Character Strength Assessment Test at ViaCharacter.org

Kristin Keffeler is the author of a new book called The Myth of the Silver Spoon: navigating family wealth and creating an impactful life. Kristin is also the founder of Illumination360 where she works with ultra high net worth families, including many worth billions of dollars. Her specialty is helping the rising generations create their own identities having grown up with extreme family wealth. In this conversation, Kristin and I talked about how her own family's affluence led her into this field; the specific doubts and fears that teen and adult inheritors of generational wealth have to deal with. We talked about the negative messages that society sends to wealthy children, about the balance rising generation members must strike owning their family name, but creating their own. We talked about how all parents—especially wealthier ones—can model financial behavior for their kids. And lastly, we discuss what the NFL Hall of Fame can teach us about the likelihood of measuring up to our wildly successful parents or grandparents.  

Ep 70 – Navigating Wealth 3.0 & Creating An Impactful Life  In this episode, founder of Illumination360 Kristin Keffeler joins us to discuss the hidden tripwires of inherited wealth, how family business owners can identify the clutter that family money can bring. OUR GUEST  Kristin Keffeler  Kristin Keffeler,MSM, MAPP is a thought leader and consultant at the forefront of a global shift in family wealth advising, known as Wealth 3.0. As the founder of Illumination360 and Chief Learning Officer for the Johnson Financial Group, she guides affluent and enterprising families, rising gen, and the professionals who support them in embracing the positive power of wealth, aligning their vision with their impact. She specializes in human motivation and behavioral change, family dynamics, family governance, rising gen education and development, and intergenerational collaboration. Drawing upon her years of research, private practice advising, coaching the rising generation in affluent and enterprising families(and life experience as the daughter of wealth-creating parents), Kristin believes that members of the rising gen are uniquely positioned to create significant impact in the world, and inspires them to ignite their potential. She is the Dean of Positive Psychology for the Purposeful Planning Institute; sits on the Board of Advisors for the Bailey Program for Family Enterprise at the University of Denver; is a faculty member with the Ultra-High Net Worth Institute; is a certified trainer with 21/64, a national nonprofit for advancing multigenerational philanthropy; and is the co-founder of Beneficiary Bootcamp. She lives in Boulder County, Colorado, with her husband, daughter, and dog Olive.    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-5248124-112322    *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. 

Kristin Keffeler, MSM, MAPP, is a thought leader at the forefront of a global shift in family wealth advising, known as Wealth 3.0. As a consultant, she guides affluent and enterprising families, rising gen, and the professionals who support them in embracing the positive power of wealth and doing the “inner work” of money. In 2006 she founded her advisory firm, Illumination360. She lives in Boulder County, Colorado. Kristin Keffeler, MSM, MAPP, is a thought leader at the forefront of a global shift in family wealth advising, known as Wealth 3.0. As a consultant, she guides affluent and enterprising families, rising gen, and the professionals who support them in embracing the positive power of wealth and doing the “inner work” of money. In 2006 she founded her advisory firm, Illumination360. She lives in Boulder County, Colorado. Learn more about your ad choices. Visit megaphone.fm/adchoices

Kristin Keffeler: The Myth of the Silver Spoon Kristin Keffeler is a thought leader and consultant at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She guides affluent and enterprising families, the rising generation, and the professionals who support them in embracing the positive power of wealth, aligning their vision with their impact. As the founder of Illumination360, she specializes in human motivation and behavioral change, family dynamics, family governance, rising generation education and development, and intergenerational collaboration. She is the Dean of Positive Psychology for the Purposeful Planning Institute, sits on the Board of Advisors for the Bailey Program for Family Enterprise at the University of Denver, is a faculty member with the Ultra-High Net Worth Institute, a certified trainer with 21/64, a national nonprofit for advancing multigenerational philanthropy, and is the co-founder of Beneficiary Bootcamp. She is the author of The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life*. In this conversation, Kristin and I discuss a reality that's true for almost every leader: whether we have wealth ourselves, almost all of us interact with wealthy people. We explore some of the myths of wealth to understand the psychological challenges that wealth often brings. Plus, we learn from what works (and doesn't) for wealthy families so that we can have better conversations about wealth in our own families. Key Points While wealth brings resources, it also brings psychological challenges for many people with wealth. More money doesn't equal happiness. Small inheritances can increase happiness, but large ones do not. Many people with wealth find close relationships a bit of a struggle. While our perception may be that the most wealthy are selfish and greedy, more often individuals (especially next generations) tend to under-identify with family wealth. Ground decisions in values that align with a vision of thriving. There's a huge difference in the next generation having a little bit of ownership in a financial event vs. not having any ownership. Resources Mentioned The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life* by Kristin Keffeler Interview Notes Download my interview notes in PDF format (free membership required). Related Episodes How to Reduce Drama With Kids, with Tina Payne Bryson (episode 310) Dumb Things Smart People Do With Money, with Jill Schlesinger (episode 396) The Way to Build Wealth, with Chris Hogan (episode 502) Discover More Activate your free membership for full access to the entire library of interviews since 2011, searchable by topic.

I am joined on this show by Kristin Keffeler as we discuss the myth of the silver spoon. This happens to be the title of Kristin's excellent new book which you can find out more about hereIn this really engaging conversation with Kristin we hear about her own story of growing up in a wealthy family.Kristin discusses how our relationship with wealth is not the same as our relationship with money and that there are various forms of clutter that, if we can address, we can transform those relationships and become our true selves.Useful Links You can find out more about Kristin by connecting with her on Linked In or by visiting her homepage hereSupport the ShowThe podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing. www.fambizpodcast.com/support Work With Russ If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: russ@familybusinesspartnership.com or head over to www.familybusinesspartnership.com Sign up to the Newsletter You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now

Well, it has been a while since I hit record on my laptop but I am back with a new series of the show that is focussing on some of the common myths that exist within the world of family business and in particular when 'marketing' to family businesses. Joining me in this series are Dr Jim Grubman, Kristin Keffeler and Fiona Graham as we look at the following: The 70% Rule Myth The Myth of the Silver Spoon The Myth that family businesses are old fashioned, andThe Shirtsleeves to Shirtsleeves myth Over the next week I will be publishing these episodes. As I mention in this preview if you are able to support the show, that would be awesome. There is a link below that explains more. Support the ShowThe podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing. www.fambizpodcast.com/support Work With Russ If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: russ@familybusinesspartnership.com or head over to www.familybusinesspartnership.com Sign up to the Newsletter You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now

Kristin Keffeler is the founder and principal for Illumination360 and the Chief Learning Officer for the Johnson Financial Group. Kristin graduated Phi Beta Kappa and Magna Cum Laude with a Bachelor of Science degree in Biology/Chemistry from the University of Denver. Kristin's book, The Myth of the Silver Spoon: Navigating Family Wealth and Creating an Impactful Life, will be available on November 22, 2022. Learn more about Kristin at illumination360.com/about. Support the Show - Become a Patron! Help us grow and become a Patron today: https://www.patreon.com/smartpeoplepodcast Sponsors: Blinkist - Go to Blinkist.com/SMART to start your 7-day free trial and get 25% off of a Blinkist Premium membership. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to this special bonus episode of the show. This follows an incredible week spent in the US with Jamie and Maureen Kelley from Bank of Oklahoma, or BOK Financial. Jamie and I attended and spoke at the brilliant Purposeful Planning Institute Rendezvous conference in Denver and then spent some time with Maureen and her team along with some clients. We wanted to share with you this experience and the benefits that can come from collaboration amongst professionals. As we embrace the age of Wealth 3.0 it is more important than ever to focus on the human connections with our clients. We mention in this show an episode recorded with Dr Jim Grubman, Dr Dennis Jaffe and Kristin Keffeler on the topic of Wealth 3.0. That episode can be found here: https://fambizpodcast.com/wealth/ (https://fambizpodcast.com/wealth/ ) You can contact Maureen via email at: MKelley@bokf.com and you can get in touch with Jamie or I at hello@questforlegitimacy.com The Quest for Legitimacy: How Children of Prominent Families Discover Their Unique Place in the World is available to buy on Amazon and Barnes and Noble. It will also be available in book stores.  You can follow these links to order the book:  https://www.amazon.com/Quest-Legitimacy-Children-Prominent-Families/dp/1119868270/ref=sr_1_1?keywords=quest+for+legitimacy+jamie+weiner&qid=1652737849&sprefix=Quest+for+leg%2Caps%2C408&sr=8-1 (Amazon USA ) https://www.amazon.co.uk/Quest-Legitimacy-Children-Prominent-Families/dp/1119868270/ref=sr_1_1?keywords=quest+for+legitimacy+jamie+weiner&qid=1656346608&sr=8-1 (Amazon UK)  https://www.barnesandnoble.com/w/the-quest-for-legitimacy-jamie-weiner/1140532974?ean=9781119868279 (Barnes and Noble ) If you would like to speak to us about a bulk order for your family, your clients or team members please email us: hello@questforlegitimacy.com   Support the Show The podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing. www.fambizpodcast.com/support Work With Russ If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: russ@familybusinesspartnership.com or head over to www.familybusinesspartnership.com Sign up to the Newsletter You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now

In this interview I speak with Dennis Jaffe, Kristin Keffeler and Jim Grubman about what developments and evolutions are happening within "Wealth 3.0". We discuss the history of modern wealth advice and what we can learn from Wealth 1.0 and Wealth 2.0. Jim spends some time at the beginning of the episode explaining these terms in case you are unfamiliar with them. We look at what can be learned from a study of 100 year old family businesses as well as other fields such as positive psychology. You can find out more about Dennis Jaffe here: https://dennisjaffe.com/ (https://dennisjaffe.com/) You can find out more about Kristin Keffeler here: https://illumination360.com/ (https://illumination360.com/) You can find out more about Jim Grubman here: https://jamesgrubman.com/ (https://jamesgrubman.com/) Support the Show The podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing. www.fambizpodcast.com/support Work With Russ If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: russ@familybusinesspartnership.com or head over to www.familybusinesspartnership.com Sign up to the Newsletter You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now

Welcome to this trailer for Series 9. This series I will be looking at the topic of Family Wealth in a little more detail and in particular some interesting thought leadership from some great guests. I have an interview with Jim Grubman and Tom McCullough in episode 1 of the series looking at Integrated Family Wealth, we then move on to an episode that looks at Wealth 3.0 with Dennis Jaffe, Jim Grubman and Kristin Keffeler. I then have an interview with Dr Moira Somers where we explore some of the psychology of wealth and lastly a great conversation with the founder of The Good Ancestor Movement, Stephanie Brobbey. As I mention in this show it would be great to hear from you. You can email at Russ@FamilyBusinessPartnership.com or contact me on social media, @RussHaworth on Twitter and https://www.linkedin.com/in/russellhaworth/ (https://www.linkedin.com/in/russellhaworth/) on Linked In. Support the Show The podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing. www.fambizpodcast.com/support Work With Russ If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: russ@familybusinesspartnership.com or head over to www.familybusinesspartnership.com Sign up to the Newsletter You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now