Podcasts about Succession planning

Brandon Sedloff and Mike Cordingley explore what it takes to build durable, scalable private markets firms in an era of constant disruption. Mike leads the strategy, leadership, and advisory group at Ferguson Partners, a talent management and strategic advisory firm that works with about half of the public REITs and many of the largest private equity and real estate platforms. His work takes him inside these organizations as they navigate fundamental shifts in leadership, operating models, and business strategy. The conversation on The Distribution covers how private markets firms have reached an inflection point where the entrepreneurial, founder-led models that drove early growth now face pressure from rising costs, compressed fees, and the need to retain next-generation talent. Mike explains why founders must move beyond an investment thesis to develop a true enterprise strategy, and why the CEO's role is evolving from chief decision-maker to platform architect who distributes decision rights across the organization. They discuss: - Why succession planning has become a business imperative as founder-led firms face generational transitions - How decision architecture creates competitive advantage by pushing decisions closer to where value is created - Why AI represents a people transformation challenge, not just a technology implementation - The concept of zero-based org design and what it means to treat operating models as design choices rather than fixed structures This episode offers practical frameworks for leaders wrestling with how to scale their organizations, develop talent, and prepare for the next phase of growth in private markets. Topics: (00:00:00) - Intro (00:00:33) - Why founders need an enterprise strategy (00:02:20) - Mike's path to management consulting (00:07:17) - The role of consultants in private markets (00:09:29) - Four big trends shaping private markets today (00:13:27) - How we got to this inflection point (00:17:49) - Navigating founder succession and talent retention (00:30:59) - Decision architecture as a competitive advantage (00:38:59) - Operating model as a design choice (00:42:28) - Distributed accountability and data access (00:46:27) - Precision talent matching (00:50:40) - AI as a people transformation, not just efficiency (00:53:17) - Closing Links: Brandon on LinkedIn - https://www.linkedin.com/in/brandonsedloff/ Mike on LinkedIn - https://www.linkedin.com/in/mikecordingley/ Ferguson Partners - https://www.fergusonpartners.com/ Juniper Square - https://www.junipersquare.com/

Text the show! George Washington's greatest accomplishment wasn't defeating Britain.It was giving power back.In this episode of Common Sense, Chad Law explores the forgotten principle that built America: stewardship.From Congress and family businesses to churches, corporations, and even our own homes, institutions don't usually collapse because bad people take over.They collapse because caretakers slowly become owners.Using history, psychology, leadership research, and one remarkable painting hanging inside the Capitol Rotunda, Chad examines why America's institutions struggle to renew themselves—and what every one of us can do to reverse the trend.This isn't really an episode about Washington.It's about every chair we'll someday have to leave behind.Chapters00:00 The Empty Chair: A Symbol of Power and Sacrifice03:11 The Mystery of Institutional Decline06:04 Caretakers vs. Owners: A Fundamental Question15:22 Washington's Legacy: The Chair He Refused18:47 The Science of Leadership and Institutional Health28:29 Congress: A Case Study in Institutional Failure35:56 The Role of Civil Servants36:57 Vidal Sassoon: A Legacy of Teaching and Selling39:48 Understanding Psychological Ownership44:00 The Importance of Stewardship in Institutions48:42 The Challenge of Leadership and Mentorship52:20 Building a Legacy Through Stewardship56:32 The Dinner Table: A Call to Action57:59 Final Thoughts on Stewardship and LegacyConnect with Common Sense

In this episode, Brian Franco interviews Chris Buttenham with Reins about innovative approaches to employee ownership, succession planning, and increasing enterprise value through strategic ownership structures. They explore how founders can build transferable businesses with options for growth, sale, or legacy.The conversation explores the misconceptions of ownership, the impact of equity and employee alignment, founder dependency, alternative equity, succession planning, and creating leadership that thinks like owners. It emphasizes the importance of proactive succession planning and the first conversation with the leadership team.TakeawaysOwnership misconceptions impact business valuationAlternative equity can drive ownership thinkingProactive succession planning is crucial for enterprise valueChapters00:00 The Misconception of Ownership01:38 The Driving Force Behind Reins02:24 The Impact of Equity and Employee Alignment04:15 Founder Dependency and Business Valuation06:10 Alternative Equity and Ownership Thinking10:55 Succession Planning and Enterprise Value20:45 Creating Leadership that Thinks Like Owners25:23 The First Conversation with the Leadership Team

How do top leaders excel under pressure and what can AI teach us about leadership? Discover the unexpected link between high-stakes decision-making and the psychology that drives both great athletes and executives. Join host, Adam Contos as he welcomes Sébastien Page, the head of Global Multi-asset Division and Chief Investment Officer at T. Rowe Price, overseeing over $500 billion in assets. Sébastien, with decades of leadership experience and a deep dive into positive sports and personality psychology, shares insights from his award-winning research and book, 'The Psychology of Leadership.' You'll learn why leading yourself is the first step to leading others, how stress can be your ally, and the counterintuitive power of admitting 'I don't know', in this powerful episode of Start With a Win.Sébastien Page is Head of Global Multi-Asset and Chief Investment Officer at T. Rowe Price, where he oversees more than $500 billion in assets under management. With more than two decades of leadership experience, he is also a recognized researcher in psychology and investing.A two-time author and six-time award-winning researcher, Sébastien is a frequent guest on CNBC and Bloomberg TV and was named a LinkedIn Top Voice in Finance in 2022. His latest book, The Psychology of Leadership, was released in 2025.He lives in Maryland with his wife and children and enjoys exploring the intersection of leadership, psychology, and investing.00:00 Intro02:24 Lead yourself, what?05:05 HR is not what you think it is!09:20 What makes people thrive?13:20 Best people/leaders know this! 16:05 Part of leadership is this… 18:35 Leaders, TRY THIS.21:20 What are we missing to get the team to perform their best?26:17 Listen for 2 mins and then rewind, this is not in his book! 29:09 It may be this, but it still works…    https://www.psychologyofleadership.net/https://www.instagram.com/sebastienpagebook?igsh=MWk2cWV2c2JmNGhiNA%3D%3Dhttps://www.linkedin.com/in/sebastien-page/ ===========================Subscribe and Listen to the Start With a Win Podcast HERE:

Cornwall is a corner of the world which imprints itself on all who visit, and few businesses are quite as synonymous with their origins as Fat Willy's, a perennial presence on the Cornish coastline.In this episode, Liz and Leila sit down with Co-Owner and Director Marc Ward, to retrace the steps of how a surf shack dream from the 1980s became a Cornish institution, from Marc's dad's original vision to how the brand has grown while staying firmly rooted in Cornwall and family life.

Can you imagine building a successful company, then letting your exit happen by accident? That's the uncomfortable question we sit with as John Gallagher talks with Jim Urban, a longtime advisor to business owners and the author of Succession By Design. A massive “silver tsunami” is coming as millions of businesses change hands, and Jim makes the stakes clear: postponing succession planning doesn't just delay retirement; it quietly increases taxes, magnifies risk, lowers valuation, and leaves your family and key employees exposed if life throws a curveball.

Allison Wyatt is the Founder and CEO of Edgility Talent Partners, which "helps mission driven organizations bring practice and structure in alignment with values. Through our compensation and talent management consulting services we partner with clients to achieve great outcomes." Allison joins host Steve Boland to talk about succession planning for nonprofit organizations, and all the steps that precede that work. Alison talks about the challenge of organizational founders and the first leadership transition, using deputies as a transition step to the permanent transition and much more. Allison discusses building capacity in the board of directors to fill things the lead staff can't do when it turns out there is no unicorn person out there who has all the qualities in a single person. Allison has several recommendations, including examining the current leader taking a sabbatical to stress test a period for the organization. She uses a metaphor about tissue rejection in a transplant metaphor, and how that can reverberate past a first hire, as well as new models like co-leadership.

The worst time to think about succession is when your organization is already in crisis. In this episode, Scott and Scott sit down with succession planning expert Jerry Nelson and ServiStar's Peter Tyson to unpack what the NCUA succession planning rule really means for credit unions. Too many organizations believe having “a name” is the same as having a plan. It is not. Real succession planning develops leaders years before transition happens. Jerry shares practical strategies from his NEXT Method to help boards and CEOs move beyond gut feelings and create measurable leadership readiness. From scorecards and executive demeanor to culture fit and bench strength, this conversation challenges leaders to protect the mission by preparing the next generation before they are needed.  In this episode we talk about and answer these questions:  • what problem is the NCUA trying to solve with succession planning requirements  • why having a replacement name is not the same as having a development plan  • how can boards and CEOs evaluate future leaders beyond technical performance  • what should be included in a succession scorecard for executive readiness  • how often should succession plans and leadership evaluations be reviewed  • how do Target Leadership tools help leaders build executive presence and culture fit  Click Here to Submit Your Questions  Links from show:  Succession Now website The NEXT Method  ServiStar's TARGET Leadership Program  ServiStar's Credit Union PHD course  Subscribe to ServiStar Leadership Podcast on your favorite streaming service 

In this episode of Beefmaster Banter, nationally recognized speaker and family business consultant Jolene Brown joins Dr. Lance Bauer and Hannah Nixon to discuss one of agriculture's greatest challenges—successfully transitioning a family operation to the next generation. From communication and succession planning to leadership, accountability, and preserving family relationships, Jolene shares practical insights gained from decades of working with farm and ranch families across the country. Whether you're preparing for the future or simply starting the conversation, this episode offers valuable perspective on building a business that's worthy of passing on.

Are you ready to redefine success with superfoods and a side of franchising? Dive into the world of Everbowl with Jeff Fenster, its founder and CEO, who's transforming the quick-serve scene with acai bowls that mean business. Jeff, once a skeptic of franchising, shares his journey from anti-franchising to franchise pioneer, revealing how he scaled Everbowl into a nationwide brand without burning out. Learn how to build an empire, discover the power of making friends, having fun, fueling growth, and turning challenges into opportunities. This Start With a Win episode is your blueprint for winning in business and life.A pioneer in the quick-serve restaurant category, Jeff Fenster is the founder of the rapidly expanding, SoCal-based superfood brand, Everbowl™, which he established in 2016. Everbowl is nationally recognized as a rising-star within the sector, making healthy superfoods accessible and affordable for everyone. With a growing footprint of retail locations in SoCal and Arizona, Fenster is driving the monumental growth of Everbowl, with plans to introduce the brand nationwide through both retail operations and a line of superfood-infused CPG products. As part of successfully scaling the brand, Fenster has spearheaded the implementation of innovative processes to streamline Everbowl's revenue-driving efficiencies in areas including operations, procurement, supply chain, and construction.00:00 Intro02:08 Is this why you say no to a franchise?03:57 ...And the Power of Partnerships06:49 Lessons from the Top08:47 Making Friends and Having Fun?12:25 Performance Coaching Advice – 5 Steps! 15:55 Is it possible to make one individual become five?20:20 Leverage up – AI for busy work, you focus ON your business!25:02 Challenge it / ask why it is wrong – it will create so many opportunities!32:10 I don't do this but drink this…https://www.everbowl.com/ https://jefffenster.com/===========================Subscribe and Listen to the Start With a Win Podcast HERE:

Dominion is a three-generation print business which nearly began as the UK's first McDonald's franchisee - that ‘sliding doors' moment set the trajectory for a far greater journey for the firm's family…In this episode, Liz and Leila sit down with Verity Fox, Managing Director of Dominion, the three‑generation print business that's been part of her life for as long as she can remember. Verity shares what makes the business like a “hungry sibling”, sudden succession, balancing grief with leadership, and the quiet strength of a team that rallies when the family is in crisis.

In this episode of Humans of Agriculture, Oli Le Lievre is joined by SproutAg Senior Agribusiness Manager, Oscar McLean, alongside Humans of Agriculture Talent Specialist, Zoe Burgess, to explore the opportunities available as SproutAg continues its rapid growth across regional Australia.After starting his career in agtech before moving into agricultural banking, Oscar shares the journey that led him to SproutAg and why helping farmers navigate increasingly complex finance decisions has become such a rewarding career. He explains how the business works alongside farming enterprises to provide independent finance, debt advisory and business planning services that help clients achieve their long-term goals.The conversation also provides an inside look at what it's like to work at SproutAg. Oscar explains what an Agribusiness Manager does day-to-day, the type of people who thrive in the business, and why attitude, curiosity and a willingness to learn matter more than ticking every box on a job description.As SproutAg continues to expand across New South Wales, Queensland, Victoria, South Australia and beyond, Oscar shares why now is an exciting time to join the business, the career pathways available, and how ambitious people can grow alongside one of Australia's fastest-growing agribusiness advisory firms.Whether you're already working in agricultural banking, finance or agribusiness, or you're looking for your next career move, this episode offers a genuine insight into the people, culture and opportunities behind SproutAg's continued growth.Key insights from the conversation:Oscar's career journey from Marcus Oldham to banking and into SproutAgWhy independent agribusiness finance and advisory is one of agriculture's fastest-growing sectorsWhat an Agribusiness Manager does day-to-dayThe type of people SproutAg is looking to recruitWhy attitude, curiosity and a willingness to learn matter more than having every technical skillCareer pathways and progression opportunities as SproutAg continues to expand across AustraliaWhy now is an exciting time to join the business, including its recent acquisition and ambitious growth plansWhat makes Tamworth and regional Australia great places to build a career and lifestyleInterested in learning more? We have a full job description and additional information available on our Careers page: https://humansofagriculture.com/careers/job-board/agribusiness-manager-70hqOr connect with Zoe Burgess for a confidential conversation about the opportunities available with SproutAg.Chapters:00:00 Introduction to SproutAg and Recruitment Opportunities02:13 Oscar McLean's Career Journey and Insights05:01 Understanding SproutAg's Business Model07:38 Role of Agribusiness Manager: Responsibilities and Expectations11:26 Growth and Expansion of SproutAg14:26 Career Pathways and Opportunities at SproutAg17:59 Selling Tamworth: A Regional Hub for Agriculture20:56 Encouragement for Potential Candidates

DC's second swing lands, mostly. Adam caught an early screening of Supergirl and makes the case that Milly Alcock's jaded, Woman of Tomorrow-flavored Kara is strong enough to carry a film with real structural cracks. Full spoilers on the Kara-and-Ruthye dynamic that anchors the whole thing, the grungy visual design that makes the action hard to follow, the third-act green-screen problem, and why a cartoonishly evil villain keeps Kara's arc from fully landing. Plus: is the DCU actually in trouble, or is this just the Iron Man 2 phase? A solid 4 out of 5, maybe a 3 on a worse day.Succession Planning is out August 28th. https://www.amazon.com/dp/B0H671H3GX

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Today we're sharing an episode from LANDED, a new podcast produced by American Farmland Trust that explores how farms and ranches transition from one generation to the next. Across the country, professionals are helping aging farmers and ranchers make plans for their land. These “Land Transfer Navigators” are securing the future of agriculture one farm, family, and community at a time. In this episode, ride along with Dan Skeeters — a Navigator from Colorado Cattlemen's Agricultural Land Trust — as he supports two different ranching families through the ins and outs of succession planning. But be warned. Among the tales of triumph are moments of heartbreak: sold-off cattle herds and uncertain futures, lost family land and shattered identities. Dan and other Navigators are right there through it all, offering advice, encouragement, and hope.

Send us Fan MailSuccession isn't a one-time event—it's a culture of building leaders who build leaders. In this Private Practice Survival Guide episode, host Brandon Seigel sits down with Amy Lafko to redefine succession planning as role clarity, skills development, and proactive pathways for growth. Learn why delegation without development stalls teams, how to assess and train leadership competencies like clinical skills, and what guardrails mid-level managers need to thrive. You'll hear practical tactics—from quarterly goals to micro-roles—that help you spot emerging leaders before they ask.What You'll Learn:A practical definition of succession that starts with designing the workThe biggest reasons practices fail to grow the next generation of leadersHow to differentiate delegation from development (and build real plans)Why mindset comes first—and how to align authority, accountability, and guardrailsProactive tactics to identify and grow emerging leaders (career rock wall, “AI ambassador,” resume-building prompts)Why soft skills like conflict resolution should be trained across all levels, not saved for directorsHow to structure continuing education to drive responsibility and readinessReady to turn succession from wishful thinking into a repeatable system? Build your bench now and create a practice where leaders truly build leaders. #PrivatePractice #LeadershipDevelopment #SuccessionPlanning #HealthcareLeadership #PracticeManagementAmy Lafko is a leadership and organizational design expert, mainstage speaker, author, and facilitator. Known for her “People First” method, she brings a step-by-step process to put employee engagement and empowerment into practice. Having spent 20+ years in healthcare leadership roles, her work is inspired by her personal transformation as a leader. That inspiration and her energy is multiplied every time she assists someone with their own shift in mindset and intentions.Her book, People First: A Proven Method for an Exceptional Healthcare Practice was an Amazon bestselling new release. In addition to founding Cairn Consulting Solutions, LLC and being certified in TTI Success Insights DISC, Driving Forces and Emotional Intelligence, Amy has earned her MSPT from Ithaca College, her MBA from Loyola University of MD.https://cairncs.com/https://www.facebook.com/amy.lafko1https://www.instagram.com/amy.lafko/https://www.youtube.com/channel/UCd9wuEYF1vSuoD57cq-I57wWelcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide BookThis show is proudly produced at PS Studios — learn more https://www.psstudios.co

What do you do when life hands you a diagnosis — and you're the person everyone else depends on?Deb Krier was a “good patient” kind of person. Annual physical. Mammogram. Did everything right. And still didn't make it home from the hospital before the phone rang.What followed over the next decade was 34 surgeries under general anaesthesia, a stage zero diagnosis that leapt to stage four almost overnight, septic shock with a 75% fatality rate — and a surgeon who told her husband she would be dead by midnight.Her response? Excuse me. I get to vote.In this episode, Deb — cancer advocate, strategic advisor, creator of TryingNotToDie.live, and host of the Business Power Hour — shares what she's learned about leading through a health crisis without losing yourself, your business, or your people..If you've ever pushed through difficulty alone because you feared what people would think — this one is for you.You'll learn:Why hiding a health crisis from your clients almost always backfiresHow to maintain decision-making authority when your brain has short-circuitedWhat solopreneurs need to put in place before a crisis hitsWhy asking for help is not weakness — it's what warriors doKey Takeaways: Isolation is the enemy. The instinct to hide a health crisis from your clients and colleagues is understandable — but it's the thing most likely to make everything harder.Transparency converts people into supporters. When Deb told her clients the truth, they didn't pull away. They asked, what can we do to help?You are the decision-maker — even when the white coats disagree. Give yourself the time to grieve, gather yourself, and then choose the path that is right for you.Bring backup to the hard appointments. A level-headed person by your side can hold onto information your shocked brain can't process.Build your systems before you need them. Automated invoicing, a backup contact, someone who can handle the basics — these are not just illness preparations. They're what lets you take a vacation too.The strongest thing you can do is ask for help. Reaching out — to a friend, a counsellor, a faith community, a stranger on Facebook — is not weakness. It is what warriors do.Gratitude doesn't have to be grand. It can be as simple as: I woke up. The project didn't get done, and the world didn't stop.About Deb KrierDeb Krier is a cancer advocate and strategic advisor for executives and business owners navigating the personal and professional impact of a cancer diagnosis. She provides high-level guidance for leaders who want to maintain their executive presence and decision-making authority while managing the complex realities of cancer.Deb is the creator of TryingNotToDie.live and the host of the Business Power Hour.Gentle invitation for Quiet Leaders:If you love learning at your own pace, I've created a mini-course that you can digest in a weekend. You can download it here:https://www.quietwarrioracademy.com/leadershipforintrovertsEnjoying The Quiet Warrior Podcast?If this episode resonated with you, please rate and review the show on your listening app. Your support helps more introverts become Quiet Warriors.For weekly insights on how to flourish and lead as an introvert, subscribe to Serena's newsletter, The Visible Introvert.Work with Serena Low at serenalow.com.au. Loved this episode? Leave a review to help other Quiet Warriors find the show.This episode was edited by Aura House Productions

How does a real estate powerhouse and two-time Survivor competitor master the art of leading under pressure and thriving in high-stakes scenarios? Dive into the mindset and strategies of Quintavius Burdette, who's conquered the boardroom and the island, as he shares his secrets to planning, prioritizing, and executing under challenging conditions. Discover how to reset and recharge daily, manage a bustling real estate portfolio with a young family, and stay laser-focused on your goals. If you're ready to level up your leadership and personal discipline, this Start With a Win episode with Adam Contos is your game plan for winning.Quintavius “Q” Burdette is a high-performing real estate leader, former Division I athlete, and nationally recognized reality TV competitor known for his relentless drive and competitive edge.  Originally from Senatobia, Mississippi, Q grew up in a large family where he developed the grit and discipline that would define his success. He went on to compete in both football and track at Ole Miss before taking a bold leap into real estate.Today, he's a top-producing RE/MAX agent, leading a high-volume business and earning a reputation for hustle and results. Many also recognize Q from his standout appearances on Survivor, where his fearless, strategic mindset made him one of the most talked-about contestants.  Whether in business or competition, Q lives by a simple principle: bet on yourself, stay adaptable, and never back down from a challenge.00:00 Intro02:42  Leadership Lessons…07:20 Don't have time, you sure?11:10 Everyone, Needs to be able to set this…15:40 How to compete every day!19:30 How do you want your story?21:30 Mindsets and Systems to be the best!26:39 To grow your business you must know this!!!29:50 Oh it has changed…===========================Subscribe and Listen to the Start With a Win Podcast HERE:

When your dad tells you that life is a do-it-yourself project, what would you feel empowered to build? A single, overlooked byproduct of coffee roasting has become Tepi Naturals, a family-run skincare brand headed up by the ambitious and driven Brent Thomas.Brent joins us to share the leap from biotech to farmers' markets, the realities of working alongside his parents and sister, and the pressure and purpose that come with building something of your own.

Promoting a high-producing advisor into a leadership role without teaching them how to lead isn't development, it's a risk transfer. Ray Sclafani has seen this pattern play out across hundreds of advisory firms: the best advisor gets promoted, the firm assumes leadership will follow, and within months the culture quietly starts to fracture. In this episode, Ray makes the case that leadership development is not a soft-skills initiative as it is an operational and economic imperative that directly shapes growth, retention, client experience, and enterprise value.What You Will Learn in This EpisodeWhy promoting high performers without leadership training is one of the most common and costly mistakes in wealth managementThe five direct questions every leadership team should ask to diagnose their management infrastructureHow to define what "meeting," "exceeding," and "far exceeding" expectations looks like for every leadership role in your firmHow to build a leadership scorecard that makes accountability observable, coachable, and measurableWhy leadership depth, not any single rainmaker or founder, is what allows a firm to grow without breakingKey Insight from This Episode"Promoting a high-producing advisor into a manager or leadership role without teaching that person how to lead is not development. That is a risk transfer."Leadership is not a reward for strong performance. It is a distinct skill set that requires training, structure, and ongoing accountability. The firms that invest in building that infrastructure now will have the bench depth, the culture, and the continuity to compete at the highest level — and to scale without depending on any one person.The Five Questions to Diagnose Your Leadership InfrastructureAsk your leadership team right now:Performance Reviews: Do you conduct performance reviews more than once a year?One-on-Ones: Do managers hold one-on-one meetings with their direct reports at least monthly?Feedback: Do employees receive regular, real-time feedback — not just at review time?Defined Standards: Have you defined what meeting, exceeding, and far exceeding expectations looks like for every role in your firm?Manager Accountability: Are managers held accountable for engagement, retention, and the development of the people they lead?If the honest answer to most of those is "no" or "not consistently," you have a leadership development gap and that gap has a direct cost.The Four-Step Framework for Building LeadersStep 1 — Define the Leadership Role Vague expectations produce vague performance. When a person is promoted to manager, their scope must be explicit and written down: What do they own? Which decisions are theirs to make? Which require alignment? Which belong elsewhere? Clarity here is not bureaucratic, because it is the foundation of effective leadership.Step 2 — Define What Strong Performance Looks Like For every leadership role, articulate three levels:Meeting expectations — Holds regular one-on-ones, provides timely feedback, follows through on commitments, keeps the team alignedExceeding expectations — Develops talent ahead of need, strengthens team capacity, reduces confusion, helps others make better decisionsFar exceeding expectations — Develops leaders who develop other leaders, builds scalable systems, improves retention, reduces the firm's dependence on any single personOnce the levels are defined, performance conversations, calibration, comp decisions, and development plans all improve. People stop guessing.Step 3 — Build a Feedback Cadence Annual reviews are too slow. By the time the review occurs, everyone already knows what should have been said months earlier. Managers should hold regular one-on-ones, provide feedback in real time, and ask the questions that matter: What is working? What is unclear? What needs to change? What support is required? What are you learning? Where do you want to grow? Feedback should not be dramatic. It should be normal.Step 4 — Hold Leaders Accountable for the People They Lead A manager should be evaluated not only on their personal performance or technical competence, but on the engagement, retention, development, and performance of their team. If a leader is personally successful but leaves behind confusion, burnout, or turnover, that is not strong leadership. Create a leadership scorecard for every manager in your firm. Include five measures: communication rhythm, feedback quality, talent development, accountability, and team health. Review it quarterly. Coach to it. Compensate it.Coaching Questions for ReflectionWhich leaders in your firm, including you, have been promoted based on production or contribution, but never trained to lead?Where have you clearly defined performance expectations, and where are people still guessing?Which leadership behaviors should be measured because they directly shape culture and retention at your firm?What would change if managers were held accountable for the growth of the people they lead?Why This Matters for Enterprise ValueManagers shape the firm's lived experience. Not the values poster in the break room. Not the retreat agenda. Not the title structure. Managers decide how feedback is delivered, whether accountability is real, whether talent is developed or ignored, whether high performers are challenged, whether underperformance is tolerated, whether meetings are useful, and whether people feel stretched, supported, and included.SHRM research shows that only 44% of managers globally have received formal management training. More than 90% of HR executives say people managers are critically important to organizational success — and job satisfaction nearly doubles among workers with highly effective managers.For advisory firms, this isn't abstract. Leadership development affects growth and retention, client experience, and ultimately the enterprise value of what you are building.The firms that develop leaders will win — because they will not rely on any single founder, rainmaker, or heroic operator. They will build bench depth. And that bench depth is what allows a firm to grow without breaking.Resources & References MentionedSHRM — Global Management Training ResearchKorn Ferry — Workforce 2025 Research ReportBuilding the Billion Dollar Business is hosted by Ray Sclafani, founder and CEO of ClientWise, the financial services industry's leading executive coaching and team development firm for elite advisors and wealth management teams.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeBuilding The Billion Dollar Business

Succession planning strategies are more than just a checklist. They are a thoughtful, proactive approach to securing your nonprofit's future. Imagine your organization as a garden. Without planning for new growth, the garden eventually wilts. Succession planning is like planting seeds for the next generation of leaders who will nurture and grow your mission.Without a clear plan, nonprofits risk losing momentum, donor confidence, and even their core identity. When leadership changes happen unexpectedly, it can create chaos and uncertainty. But with a solid strategy in place, transitions become opportunities for renewal and growth.

Steven Spielberg is back in theaters for the first time since The Fabelmans, and he's returned to the aliens that made him. Adam digs into Disclosure Day, Spielberg's coldest, most institutional take on first contact, built on a sharp premise: the government can't keep a secret this big, but a tech company could. Full spoilers ahead on Emily Blunt's award-worthy performance, the two-person math-translator conceit, a deus-ex-machina problem with the alien tech, and a third act that doesn't quite stick the landing. A 5 out of 5 all the same.Succession Planning is out August 28th. https://books2read.com/u/bzE9g9

In this episode, we welcome Alex Boekelheide from Northville, South Dakota, a fifth-generation farmer passionate about stewardship, continuous improvement, and preparing his operation for future generations. Alex shares the story of his family farm, the responsibility that comes with carrying on a legacy, and the lessons he's learned working alongside his father while transitioning leadership responsibilities to the next generation. The conversation dives into: Growing up on a fifth-generation farm Leadership lessons learned from family and mentors Why succession planning should start earlier than most farms think The value of advisory teams and outside expertise Building a resilient operation through crop diversity Incorporating oats and cover crops into a corn-soybean rotation Soil stewardship and conservation-focused farming Drainage tile, salinity management, and improving productivity Farm marketing strategies and working with trusted advisors Technology adoption and equipment decisions The importance of transparency when preparing the next generation to farm Alex also shares how Farm4Profit episodes featuring Onshore Advisors and BOA Safra inspired him to explore opportunities that ultimately generated substantial value for his operation through R&D tax credits and fertilizer tax programs. He walks through his experience, the process, and why surrounding yourself with knowledgeable experts can help uncover opportunities many farmers overlook. Most importantly, this episode is a reminder that successful farms aren't built by knowing everything—they're built by continuously learning, asking questions, and surrounding yourself with great people. Whether you're focused on succession planning, conservation, profitability, or simply becoming a better operator, this conversation is packed with practical insights and real-world experiences from a farmer who is intentionally building for the next generation. Want Farm4Profit Merch? Custom order your favorite items today!https://farmfocused.com/farm-4profit/ Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitllc Connect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/Farm4Profit Media is not a financial, legal, or tax advisor. Content is provided for informational purposes only, and we serve solely as a platform for third-party opinions. Any actions taken based on this content are at your own risk. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Farm succession remains one of the most important and challenging conversations facing Canadian agriculture today. Throughout 2026, we've welcomed experts, advisors, and industry leaders to The Impact Farming Show to discuss the realities of transitioning farms, navigating family dynamics, creating financial clarity, and preparing the next generation for success. In this special compilation episode, we're revisiting some of the most impactful moments from six succession-focused episodes featured on the show this year. Whether you're actively working through a transition plan, preparing for future discussions, or simply exploring what's possible for your farm family, this episode highlights key insights, lessons, and perspectives you won't want to miss. Episode Timestamps 00:00 – Introduction 01:53– The $15 Million Lesson Driving Jace Young, His Work, and the Launch of Legacy Farmer 09:40 – Farm Succession in Today's Reality: Planning, Insurance, and Financial Clarity with Ken Doll 14:51 – Enabling the Next Generation of Canadian Agriculture and Food with Colin Brisebois 20:21 – Farm Succession Across the Globe: What Farmers Are Facing Right Now 27:20 – Simplifying Farm Succession: A New Approach for Canadian Farm Families 32:27 – Walking in the Shadows: Taking Over the Family Farm with Trevor MacLean If you enjoy this compilation, we encourage you to listen to the full episodes featured below. Thanks for tuning in, Tracy ========== Featured Episodes 1) The $15 Million Lesson Driving Jace Young, His Work, and the Launch of Legacy Farmer A powerful conversation about the lessons learned from a costly succession experience and how those insights are helping shape better outcomes for farm families today. Listen to the full episode: https://www.farmmarketer.com/Resources/ResourceItem?resourceItemId=594 2) Farm Succession in Today's Reality: Planning, Insurance, and Financial Clarity with Ken Doll Explore the financial realities of succession planning, including risk management, insurance considerations, and creating clarity for all generations involved. Listen to the full episode: https://www.farmmarketer.com/Resources/ResourceItem?resourceItemId=597 3) Enabling the Next Generation of Canadian Agriculture and Food with Colin Brisebois A discussion on supporting young farmers and strengthening pathways for the next generation to enter and thrive in agriculture. Listen to the full episode: https://www.farmmarketer.com/Resources/ResourceItem?resourceItemId=604 4) Farm Succession Across the Globe: What Farmers Are Facing Right Now Featuring: • Eamonn Walsh (Ireland) • Mike Downey (United States) • Derryn Shrosbree (Canada) This international panel explores how farm families around the world are approaching succession planning and the common challenges they face. Listen to the full episode: https://www.farmmarketer.com/Resources/ResourceItem?resourceItemId=614 5) Simplifying Farm Succession: A New Approach for Canadian Farm Families Discover practical approaches designed to make succession planning more accessible and achievable for farm families. Listen to the full episode: https://www.farmmarketer.com/Resources/ResourceItem?resourceItemId=619 6) Walking in the Shadows: Taking Over the Family Farm | Trevor MacLean An honest and powerful conversation about the emotional realities, pressures, expectations, and responsibilities of stepping into the next generation's role on the family farm. Listen to the full episode: https://www.farmmarketer.com/Resources/ResourceItem?resourceItemId=624 Additional Farm Succession Episodes You May Have Missed: 7) Thousands of Family Farms at Risk Due to Outdated Inheritance Rules Explore how outdated inheritance legislation could impact farm families and what changes may be needed to protect family farm continuity. Listen to the episode: https://www.farmmarketer.com/Resources/ResourceItem?resourceItemId=602 8) 10 Mistakes Farm Families Make in Succession Planning with Tracy Brunet Learn the most common succession planning mistakes farm families make and practical steps to avoid them. Listen to the episode: https://www.farmmarketer.com/Resources/ResourceItem?resourceItemId=618 Farm Transition Planning, Farm Succession Planning, Tracy Brunet, Impact Farming Show, Agriculture, Farming, Farmlife, Agribusiness, Farm Business, Farm Finance, Farm Management, Sustainable Farming, Farming Tips, Farm Business Management, Farming Success, Farm Funding Solutions, Agricultural Finance, Farming Innovations, Farm Financial Solutions, Farm Founders, Farm Successors, Agribusiness #Agriculture #Farming #Farmlife #Farmer #Farm #FarmSuccession  ⚠️ Disclaimer: I do not accept any liability for any loss or damage incurred from you acting or not acting as a result of watching any of my publications. You acknowledge that you use the information I provide at your own risk. Do your research.  Copyright Notice: This video and my YouTube channel contain dialogue, music, and images that are the property of The Impact Farming Show: Produced by Farm Marketer. You are authorized to share the video link and channel and embed this video in your website or others as long as a link back to my YouTube channel is provided.  © The Impact Farming Show: Produced by Farm Marketer

Brian Gray made partner at a top 100 CPA firm, built a career advising billionaires and high-net-worth families on complex tax strategies, and then realized that none of it had made him any happier.Brian is a tax partner, award-winning CPA, frequent speaker at the USC Tax Institute, and the author of Suck Less, Laugh More. He has had a front-row seat to some of the world's most successful entrepreneurs and noticed a pattern: about 10% of them get the balance right and 90% are still searching. By his early forties, he recognized himself in that pattern. He was helping clients structure their legacies while his own family life was strained, and he had been telling himself that family came first when his actions said otherwise.This conversation goes deeper than practice management. Brian shares the specific moment that shifted everything, the exercises he used to identify the beliefs running in the background, and how he rebuilt his personal values, his family values, and eventually his firm's values from the ground up. His firm's core value landed on caring, and he and his business partner made the financial commitments to back it up, hiring for capacity and reinvesting in their team even when it meant reducing the bottom line.The conversation covers:Why making partner didn't change anything and how that realization set off a deeper searchHow having a front-row seat to entrepreneurial clients revealed the pattern: financial success rarely equals fulfillmentWhy telling yourself family comes first when your actions say otherwise keeps you stuckHow writing down seven days of negative and positive emotions reveals the patterns running in the backgroundWhy he moved "success" from his number one value to number six and replaced it with loveHow his firm landed on caring as its core value and then made the hiring decisions to actually live itThe warrior and the wizard framework: why achieving eventually needs to give way to mastering your emotionsTIMESTAMPS00:00 - Brannon Poe intro and podcast welcome 00:13 - Introducing Brian Gray: tax partner, speaker, author of "Suck Less, Laugh More" 00:48 - The gap between financial success and fulfillment: what Brian observed in wealthy clients 01:39 - Asking the question: when is enough, enough? 02:05 - Making partner and realizing it did not solve anything 03:07 - The Olympic gold medal pattern: achieving the goal and wondering what it was all for 03:32 - What the astronauts who went to the moon felt when they came back 04:02 - How alcohol became a way to numb the gap between achievement and meaning 04:51 - What it looks like when high-achieving CPA clients are financially successful but not fulfilled 05:10 - Growing as a way to become more, not just accumulate more 06:12 - The midlife reset: when it arrives, how long it lasts, and what kind of clarity it takes 06:51 - Helping clients structure their legacies while his own life needed restructuring 07:17 - The specific moment of clarity: "my family deserves better than I'm being" 08:21 - Being honest about what really came first: business or family 09:03 - The lies high achievers tell themselves and how the ego protects against discomfort 09:49 - Humility and gratitude as the antidote to self-deception 10:13 - How a core belief like "success equals happiness" gets installed and how to question it 10:55 - Shifting the number one core value from success to love, and what changed 11:17 - The seven-day emotion-tracking exercise from "Suck Less, Laugh More" 11:58 - What the exercise reveals about the emotional patterns running in the background 12:22 - The warrior and the wizard: why the achiever eventually gets tired 12:45 - Why high achievers are especially at risk of the burnout that comes from the warrior pattern 13:07 - Tony Robbins on emotion: you have already felt what you are chasing 13:26 - Why the satisfaction from external achievements lasts days, not months 14:04 - Stated values vs. lived values: how Brian approached this for himself, his family, and his firm 14:39 - Writing down eight family values with his kids in middle school 15:29 - How the firm's leadership team landed on "caring" as the number one company value 16:08 - What it actually means to live the value of caring: hiring for capacity and investing in the team 16:27 - Hiring and client decisions driven by values, not just targets 17:07 - Funny story: parenting teenagers and the wisdom of just saying yes 18:15 - Book recommendation: "Suck Less, Laugh More" by Brian Gray 18:42 - Additional recommendation: "Die with Zero" by Bill Perkins 19:03 - Where to connect with Brian: LinkedInBook Recommendations:Suck Less, Laugh More by Brian Gray Die with Zero: Getting All You Can from Your Money and Your Life by Bill Perkins

Ivy Slater is the CEO of Slater Success, a boutique coaching and consulting firm working at the intersection of strategic growth and succession planning. Before becoming a coach and advisor, she built and sold a seven-figure business in New York City and has spent nearly two decades since working with leadership teams on the strategy, structure, and leadership development required for sustainable growth, with a particular focus on the legal sector. Ivy has guided companies through the leadership and cultural dynamics that shape whether growth, transition, or acquisition actually succeeds. Ivy is a TEDx speaker, host of the Her Success Story podcast, and author of The Best of the Best: Lead Boldly, Scale Rapidly, Create Your Legacy. WHAT'S COVERED IN THIS EPISODE ABOUT SUCCESSION PLANNING AND LAW FIRM GROWTH Law firm leaders who avoid succession planning rarely think of it as avoidance. The conversation feels like it belongs later, closer to retirement, or after the next growth milestone gets hit. So firms keep running on the assumption that the people at the top will always be there, and the planning that would actually protect the firm never quite makes it onto the agenda. Ivy Slater argues that succession planning and strategic planning are the same conversation and that separating them produces short-term thinking at best. Firms that integrate succession into their growth strategy from the start are building something solid, something that can function and grow without depending on any one person to hold it together. That shift starts with how leaders think about succession itself, not as an exit, but as the foundation of a legacy. In this episode of The Lawyer's Edge podcast, Elise Holtzman talks with Ivy Slater of Slater Success about why succession planning belongs inside the growth strategy, how to develop the next generation of leaders and rainmakers, what the numbers in your firm are actually telling you, and how to reframe succession from an end-of-career conversation into a strategy for long-term growth. 2:34 - Why firms treat strategic planning and succession planning as separate conversations 3:13 - Why separating succession from strategy produces short-term thinking 5:45 - The ego and fear that make succession planning feel threatening 9:14 - Succession planning means developing leaders, not just identifying successors 9:49 - How to know your people's strengths and develop them intentionally 13:39 - How Ivy's own business transition became a model for succession done right 17:54 - What firm leaders should actually be tracking 19:46 - Start every conversation with a success by focusing on what's working 23:43 - Reframing succession from exit planning to legacy building 27:28 - The real cost of waiting and what firms lose when they put this off 31:09 - Thinking 5 to 10 years forward and building a firm that lasts 35:58 - Why firm leaders need to read the storybook of numbers Mentioned In From Why Succession Planning Is a Growth Strategy, Not a Retirement Issue Slater Success | Her Success Story Podcast The Best of the Best: Lead Boldly, Scale Rapidly, Create Your Legacy Ivy Slater on LinkedIn Rocket Fuel by Gino Wickman   Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE This episode is brought to you by the coaching team at The Lawyer's Edge, a training and coaching firm that has been focused exclusively on lawyers and law firms since 2008. Each member of the team is a trained, certified, and experienced professional coach—and either a former practicing attorney or a former law firm marketing and business development professional. Whatever your professional objectives, our coaches can help you achieve your goals more quickly, more easily, and with significantly less stress. To get connected with your coach, fill out our contact form.

Like the show? Show your support by using our sponsors.Need to update your shop systems and software? Try Tekmetric HERELaunch your tool game to the next level with Launch Tech USA! HERERecorded at Tools in Hershey, PA, Jeff Compton features Cody Kirkenester of Fadely's Auto Masters. After 15 years as a technician and shop foreman, Cody transitioned into the service advisor and shop manager role. He shares his journey into the automotive industry, the training culture that helped shape his career, and a memorable diagnostic breakthrough using a lab scope. Cody also discusses mentoring technicians, managing customer relationships, parts quality challenges, AI in the shop, and one of his fears.Timestamps 00:00 Meet Cody Kirkenester 00:56 From Tech to Advisor 02:27 Early Car Obsession 04:25 School and First Shops 07:40 Joining Faidley's Auto 08:33 Training Culture 12:31 Diagnostic Breakthrough 15:08 Corvettes and Specialty Cars 20:16 Team Development and Mentoring 28:09 Moving Into Management 38:45 Challenges of Being a Service Advisor 47:51 Parts Quality Issues 51:43 Recruiting Young Talent 55:55 Scopes and AI Tools 58:44 Succession Planning 01:01:20 Legacy and Leadership 01:07:41 Wrap Up and Next Steps Follow/Subscribe to the show on social media! TikTok - https://www.tiktok.com/@jeffcompton7YouTube - https://www.youtube.com/@TheJadedMechanicFacebook - https://www.facebook.com/profile.php?id=100091347564232

Episode OverviewIn this episode of The Uncertainty E.D.G.E., host Sam Sivarajan sits down with Eric Brotman, CFP, founder and outgoing CEO of BFG Financial Advisors, for a candid conversation on succession planning, internal equity, and what it means to “graduate” from your career rather than retire.After more than 30 years building a thriving wealth management practice, Eric is executing a carefully planned internal succession—stepping into a chairman and growth role while his team takes over. He shares lessons from three acquisitions, the shift from entrepreneur to sage, and why advisors without a succession plan risk failing their clients, staff, and themselves.Whether you're planning your exit, developing future leaders, or guiding clients through transitions, this episode delivers practical, actionable insights.Key Quote“Don't retire. Graduate to the next level.” — Eric BrotmanKey Takeaways

Two stories, one episode. First let's revisit Toy Story 4 seven years on, the weakest and least memorable entry in the series, and argue its real significance is strategic rather than narrative: this is the film where Pixar figured out it could mandate a sequel and have it work, the opening move in the inoffensive Pixar hit era. Then we turn to this week's box office, where an A24 horror movie made for ten million beat a four-billion-dollar Star Wars brand, Mandalorian and Grogu cratered seventy percent in its second weekend, and Masters of the Universe opened soft. I break down why creator-driven IP is eating corporate IP transplants alive, what the coming rush on YouTube properties will get wrong, and why the superhero movie is on life support rather than dead.Succession Planning is available for pre-order wherever you get your e-books: https://books2read.com/u/bzE9g9

Earlier this year, a Christchurch businessman was found borrowing millions of dollars against his family trusts for his clothing company - racking up a $3-million dollar spend. His sister prompted legal action, and two homes had to be sold as collateral. But that brings up a question - what can we leave behind for our children and family that won't just be squandered or swindled? Trusts and inheritance is a something most families will have to deal with when older-relatives pass, so how assured can we be that assets are protected? Managing Director for New Zealand Family Trust Servicers, Janet Xuccoa joins Tim Beveridge for Smart Money... LISTEN ABOVESee omnystudio.com/listener for privacy information.

Dennis Morton and Katie Brown are the founders of Morton Brown Family Wealth, a firm dedicated to helping individuals and families align their financial decisions with their values and long-term goals. Through their client-centered approach, they guide families in building financial confidence, creating meaningful legacies, and navigating life's opportunities and challenges with clarity. 04:13 Billion-Dollar Vision & Goal Setting 06:01 Building a Purpose-Driven Client Experience 10:17 The Founders' Success Exercise 14:17 Transparency, Ownership & Business Growth 20:13 Consistency, Leadership & Client Trust 22:21 Wealth Beyond Money 26:22 The Future of Financial Advice 29:37 Financial Advisor Client Service Mistakes 35:23 Succession Planning for Financial Advisors 53:02 Overcoming Fear as a Financial Advisor Don't forget you can also follow Dr. Rob Bell on Twitter or Instagram! Follow At: X @drrobbell Instagram @drrobbell Download Your Daily Focus Map! https://drrobbell.com/  5 Mental Toughness Advantages for Financial Advisors: https://pages.drrobbell.com  If you enjoyed this episode on Mental Toughness, please subscribe and leave a review! Dr. Rob Bell  

What does it truly take to build a workplace where people don't just show up - they ignite? In this electrifying episode of Start With a Win, host Adam sits down with Moe Carrick, a visionary work futurist and culture architect whose unconventional path - from wilderness guide to organizational mastermind - has given her a perspective on human potential that most leaders never discover. Moe pulls back the curtain on the invisible forces shaping today's most successful (and most struggling) organizations. In a world rocked by seismic workplace shifts, a loneliness epidemic, and the relentless rise of AI, she challenges everything leaders think they know about what employees actually need - and what it costs when those needs go unmet. This is the raw, resonant truth about what separates thriving cultures from toxic ones, and the surprisingly human principles that make all the difference. If you lead people - or aspire to - this episode will change how you see your organization forever.Moe Carrick is a work futurist, culture architect, and bestselling author who helps leaders and organizations turn workplace friction into fuel for growth. With over two decades of experience working with companies big and small - from Nike to nonprofits - Moe's research-backed methods help teams align, scale, and create cultures where connection drives performance. A TEDx and SXSW speaker recognized by Thinkers 360, Fast Company, and the U.S. Chamber of Commerce, Moe is on a mission to fix the way we work so people thrive - and businesses win.00:00 Intro03:45 We all need this… 04:54 This is where organizational culture starts.08:55 Never heard this statement before… 12:40 Employers are being mindful and designing systems for this! 16:00 Biggest important need!20:01 Why we fixing after the fact when those things are core?24:50 Non-negotiable in setting a culture for your organization. 26:15 My fav ritual.  https://moementum.com/ https://www.linkedin.com/in/moecarrick/ https://www.instagram.com/moecarrick/ ===========================Subscribe and Listen to the Start With a Win Podcast HERE:

Richard Yi of Brooklyn Cider House isn't interested in making cider that appeals to everyone. He's interested in making cider with personality and if you've ever enjoyed hearing a cider maker tell the story behind the glass, you're going to enjoy this conversation. In this epiosde, you'll hear how a young man who once imagined a future in engineering found his way into the family cider business. Richard shares the influence of his father, Peter Yi, the evolution of Brooklyn Cider House, and why embracing the unpredictability of fermentation has become central to his philosophy. Along the way, we discuss: • Growing into a family cider legacy • The transition from engineering to fermentation • Why cider doesn't need to taste the same every year • Orchard expression and vintage variation • The role of trust in fermentation • Brooklyn Cider House's approach to craft and authenticity • Building a cider culture that values difference over uniformity Whether you're a cider maker, orchardist, or simply someone who enjoys discovering what makes a cider unique, Richard offers thoughtful insights into the balance between tradition, experimentation, and family. TIMESTAMPS 00:00 Cider With Personality: Richard Yi's Approach to Craft Cider 01:34 Ciderville Standards Update 03:19 French Cider Tour 2026 Preview 04:50 Meet Richard Yi of Brooklyn Cider House 05:44 Family Roots, Wine, and the Path to Cider 07:23 Richard's Food Pairing Philosophy 09:31 Working Inside Brooklyn Cider House 10:43 Succession Planning and Learning the Craft 14:23 Building the New Paltz Farm and Orchard 17:28 Creating a Destination Tasting Room 18:27 Pizza, Barbecue, and Growing Crowds 21:10 Events and Community Building 23:15 Celebrating Korean Culture Through Cider 25:21 Craft Cider Versus Commodity Production 26:05 Native Yeast Fermentation and Cider Making 30:03 Wild Fermentation Versus Cultured Yeast 30:44 Small-Batch Ciders and Limited Releases 31:25 The Story Behind Nomad Cider 33:19 Nomad Cider Tasting Notes 35:24 Apples, Oak, and Barrel Aging 37:37 Sherry Cask-Aged Cider Explained 39:28 Lopez de Heredia and Winemaking Influence 42:15 Dance: A Basque-Inspired Fruit Co-Ferment 43:58 Dance Cider Tasting Notes and Technique 48:31 Innovation, Growth, and Consumer Trends 49:56 The Legacy of Peter Yi 51:17 Tandem Ciders Joins the CiderGoingUP Campaign 53:21 Cider Chat Summer Schedule and What's Next Mentions in this Cider Chat Tandem Cider in Michigan joing the #ciderGoingUp campaign 2026 French Cider Tour Ganzenhof Cider – Belgium eCiderNews Find the full show notes for Episode 506 at CiderChat.com Direct Link at: https://ciderchat.com/podcast/506-richard-yi/ Listen to wherever you get your podcasts and don't forget to subscribe so you never miss what's coming next in Ciderville. Prefer to watch? Find Cider Chat on YouTube for more cider stories, orchard adventures, and global cider culture.

When a late‑night phone call in Bucharest led Anca Tomescu's mother to rescue 300 dogs in a single day, she had no idea she was founding one of Eastern Europe's oldest and most remarkable shelters. In this episode of ‘It Runs In The Family', we meet Anca and her daughter Sara, the second and third generations behind Adăpostul Speranța Shelter, now home to over 500 elderly, disabled, and rehabilitated dogs. They share what it's like to grow up in a shelter, how Sara is now blending business skills with a lifelong love of animals, and how the duo are so much more powerful together than apart.

Credit union strategy takes center stage as Mark Ritter welcomes industry veteran Jay Murray to Credit Union Conversations. From teller to CEO, Jay's path through corporate credit union leadership shaped decades of collaboration within the credit union sector. He reflects on the financial crisis, regulatory gaps, and how shared services helped small institutions survive and scale. Jay also unpacks the importance of succession planning and why the cooperative model remains vital. His long-tail insight: Credit union succession planning strategies are essential for institutions that want to outlast their current leadership.What You Will Learn in This Episode: ✅ How credit union strategy evolves over decades, and why leaders who embrace credit union collaboration and shared services consistently outperform those who go it alone.✅ What the corporate financial crisis revealed about regulatory oversight and why understanding credit union history prepares today's leaders for tomorrow's risks.✅ Why succession planning at both the CEO and board level is the difference between an institution that thrives beyond its founder and one that quietly disappears.✅ How the cooperative model and financial literacy initiatives can position credit unions as indispensable community anchors in an increasingly corporate financial landscape.Subscribe to Credit Union Conversations for the latest credit union trends and insights on loan volume and business lending! Connect with MBFS to boost your credit union's growth today.TIMESTAMPS: 00:00 Jay Murray's origin story: from forestry dreams to credit union leadership and becoming a teller at a family savings and loan03:16 The early days of corporate credit union outreach, visiting 1,150 Pennsylvania credit unions 05:34 How Mid-Atlantic Corporate grew through mergers and rebranded as VIZO08:55 The financial crisis: what regulatory oversight missed and what the NCUA ultimately did 15:33 Building credit union collaboration through myCUservices and RKGO BIG19:57 Succession planning and forward-thinking board governance determine whether a credit union survives KEY TAKEAWAYS:

Send us Fan MailCommunity wealth building for nonprofits takes center stage in this lively discussion, as Lauren Turner Hines of the André Cailloux Center shares how art, history, ownership, and earned revenue can become a powerful operating model. This is a deeply strategic conversation for nonprofit leaders thinking about sustainability, capital campaigns, cultural infrastructure, and the future of community-centered growth.Lauren Turner Hines, Founding ‘Envisionist' and Executive Lead of the André Cailloux Center in New Orleans, takes us inside a 114-year-old former church on historic Bayou Road, the oldest thoroughfare in the city and a corridor with deep roots in Black commerce, freedom, and cultural leadership. Named for Captain André Cailloux, one of the first Black officers in the United States military, the Center is using storytelling as both mission and business strategy.The conversation moves quickly from history into operating reality. Lauren explains how the Center provides affordable space for Black-led performing arts organizations, hosts performances, convenings, workshops, and community events, and builds earned revenue through tours and programming. At the center of the model is a clear business question: how can a nonprofit's physical space create direct value for the community around it?Lauren offers a sharp answer through the Cailloux Community Equity Fund, a developing model that would allow nearby residents to hold community shares in the building and benefit from quarterly revenue share. As she puts it, “Relationships are the asset.” She also shares her five-year vision: “I hope for a direct community wealth transfer in the multimillions and for art and culture to be the catalyst for that.”This conversation also explores nonprofit capital campaign strategy, founder succession, board leadership, technology systems, and how organizations can avoid letting knowledge, donor relationships, and institutional context live with one person.For nonprofit executives, fundraisers, board members, arts leaders, and community builders, this is a fresh look at sustainability that moves beyond survival and toward shared economic power! 00:00:00 Welcome to The Nonprofit Show 00:02:52 The History Behind the Andre Caillou Center 00:07:04 Using Story as a Nonprofit Mission Strategy 00:10:32 Creating Access for Black-Led Arts Organizations 00:12:49 Turning Space Into Earned Revenue 00:14:37 Navigating Today's Funding Reality 00:16:27 Why Relationships Are the Asset 00:18:17 Community Wealth Building as a Nonprofit Model 00:20:14 The Caillou Community Equity Fund 00:22:03 A Five-Year Vision for Shared Ownership 00:24:29 Founder Syndrome and Succession Planning 00:28:37 Leadership, Legacy, and Long-Term Community Power #TheNonprofitShow #NonprofitFunding #CommunityWealthBuildingFind us Live daily on YouTube!Find us  Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits!  12:30pm ET   11:30am CT  10:30am MT  9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Brent chats with Jennifer Lee about working with business owners to create a succession plan. They discuss some of the hurdles, ways to start the conversation, and important planning, family and tax matters to consider. Jennifer Lee is the owner and founder of Modern Wealth. Jennifer grew up in the world of financial advising by going on appointments with her father and to his office on weekends. Watching how he served his clients, she gained a solid understanding of the work ethic and values of a dedicated financial advisor. Today as Founding Partner of Modern-Wealth, Jennifer directs her financial acuity to helping those who are in financial transition – whether divorcing, recently widowed, buying or selling a business, retiring, inheriting assets or merging families after remarriage. Her goal is to be a trusted advisor who provides independent analysis, develops strategy, and walks clients through the process of understanding their financial lives. Working collaboratively with clients and their other advisors, Jennifer and her team help clients cut through the noise and make sound financial decisions. Originally from Maryland, Jennifer brings a wealth of experience to her work. Jennifer founded Modern-Wealth in Maryland 21 years ago, relocating to Lakewood Ranch in 2012. Since transitioning her practice into Florida, Jennifer has been involved various community programs (i.e. Manatee Memorial Women’s Action Committee, Chamber of Commerce, S.W.A.T.). She loves the area’s arts and culture and it’s gorgeous beaches as well as cooking, entertaining, and making jewelry in her down time. She also delights in one of the perks of her job – throwing the occasional “Retirement” or “Independence Day” party for clients. Her most recent endeavor; Jennifer wrote a book entitled “Squeeze The Juice.” This easy to read, easy to understand book acts as a guide mixing her own life experiences, career expertise and through provoking passages that encourage you to be your best self. Jennifer can be found at: Our Team – Modern Wealth Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Modern-Wealth, LLC and Cambridge are not affiliated. This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker's firm or its affiliates. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/. Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

Like the show? Show your support by using our sponsorsNeed to update your shop systems and software? Try Tekmetric HERELaunch your tool game to the next level with Launch Tech USA! HEREIn this episode, Jeff Compton and Greg Hilliard talk about Greg's career spent in dealerships, independent shops, and finally as a one-man owner-operator. Greg pulls no punches about toxic shop dynamics, the true value of a technician's labor, and the personal costs of striking out on your own. He and Jeff discuss compensation, mental health struggles in the industry, how digital tools like chat GPT are already impacting repair businesses, and why demanding respect is not negotiable for survival.Timestamps: 00:00 Feeling valued in engineering role05:56 Becoming the technical expert11:52 Buying a used truck at Ford19:49 Fixing stubborn cab issues24:57 Avoiding the boss at work27:52 Discussing fair compensation concerns35:41 Struggles with retaining mechanics41:08 Streamlining dental office visits43:47 Using technology for car repairs52:54 Struggling to hire a technician57:37 Choosing entrepreneurship over traditional jobs59:35 Getting advice from Larry Grogan01:07:17 Addressing workplace culture issues01:09:20 Electrician shortage and industry pride Follow/Subscribe to the show on social media! TikTok - https://www.tiktok.com/@jeffcompton7YouTube - https://www.youtube.com/@TheJadedMechanicFacebook - https://www.facebook.com/profile.php?id=100091347564232

We'd love to hear from you. Send us fan mail!Role clarity is the most underleveraged driver of leadership performance, and most organizations aren't building it. In this episode of Shedding the Corporate Bitch, executive coach Bernadette Boas sits down with Jackson Lynch, founder of Talent Sherpa, to examine why talented people consistently underperform when the architecture around them is broken. Drawing on W. Edwards Deming's research that 94% of performance problems are systemic, not personal, Jackson makes a compelling case that organizations have been investing in the wrong place.The conversation moves from theory to practice quickly. Jackson breaks down what role architecture actually means: defining five to seven outcomes for any role so that everyone in the system, the incumbent, their manager, their peers upstream and downstream, knows exactly what winning looks like. Without that, accountability becomes blame, engagement flatlines, and even your highest-potential leaders are flying blind.For HR leaders, this episode reframes the function itself. Jackson challenges the compliance-first model that most human capital teams operate within and argues that the real job is to identify talent constraints before the strategy is executed, not after things go sideways. What You Will LearnWhy 94% of performance problems are architectural, not personal, and what that means for how you develop leadersHow to define the 5–7 outcomes that tell any role what winning looks likeWhy decision rights must be directly tied to accountability and what breaks when they aren'tThe difference between accountability (backward blame) and reliability (forward ownership) — and which one actually produces resultsHow to use a talent portfolio optimization model to put the right people in the highest-impact rolesWhy HR's shift from compliance partner to business constraint solver changes organizational performanceHow auditing your calendar reveals whether you are leading strategically or managing noiseEpisode Chapters [00:00 — Welcome & Why Leadership Architecture Matters More Than Talent02:00 — The Biggest Leadership Misconception: It's the System, Not the Person03:00 — What Role Architecture Actually Means — Outcomes, Decision Rights & Boundary Conditions05:00 — Role Clarity in Practice: Defining What Winning Looks Like07:00 — Reframing Accountability as Reliability — and Why It Changes Everything08:00 — The AI Fog Problem: Why Automating Unclear Roles Scales the Problem10:00 — The Real Cost of Not Defining Outcomes: Opportunity Loss13:00 — How to Drive Accountability Without Blame16:00 — Why Leaders Stay Stuck in Tasks: Dopamine, Busyness & the Arsonist Problem18:00 — The Talent Portfolio Optimization Model vs. Traditional Succession Planning21:00 — How to Sequence Talent Decisions for Maximum Business Impact23:00 — How HR and Business Leaders Should Partner on Talent Strategy29:00 — Moving Your Team From Busy to Impactful32:00 — Nobody Gets Overwhelmed Knowing What Winning Looks Like33:00 — Audit Your Calendar: The One Move That Changes Everything35:00 — Where to Find Jackson Lynch & Talent SherpaAbout the Guest Jackson Lynch is the founder of Talent Sherpa, where he works with CEOs and executive teams to build the role clarity, decision rights, and outcome-defined accountability structures that drive business performance. With 25 years in human capital — from the factory floor to senior leadership in public companies — Jackson brings an operator's perspective to the systemic gaps that most leadership development programs never address. He also publishes a weekly Substack followed by more than 6,000 human capital practitioners. Learn more at mytalentsherpa.com and connect with Jackson on LinkedIn at linkedin.com/in/jxnlynch.Related EpisodesYour Calendar is Lying: HERE  — how you need to become an attention manager vs. time managerYour Company is Not a Machine with Norman Wolfe PART 1 HERE — how leaders need to shift from managing tasks to leading the heart of the company; your people.How to Stop Managing the Machine with Norman Wolfe PART 2 HERE — the four concrete leadership skills that make the framework operational, and more importantly, why most leaders are missing all of themSubscribe If this conversation gave you something you can use, subscribe to Shedding the Corporate B!tch on YouTube, Apple Podcasts, or Access all of the full episode on Ball of Fire Coaching. Each episode is built for executives, HR leaders, and corporate professionals who want direct, no-nonsense insight on what it actually takes to lead at the highest levels. New episodes every week at ballofirecoaching.com/podcast.Support the show

Leading with Character Across Cultures: Global Leadership Systems with Bjorn VikardIn a recent episode of The Thoughtful Entrepreneur Podcast, host Josh Elledge sat down with Bjorn Vikard, a premier business transformation consultant, family enterprise coach, and author of Leading with Characters Across Cultures: The Complete Guide To Authentic Global Leadership, to explore the delicate mechanics of international management. Operating out of bjornvikard.com, Bjorn leverages decades of boots-on-the-ground experience optimizing family-owned manufacturing operations throughout Asia to dismantle the transactional, top-down approaches that stall cross-border expansion. This conversation serves as an essential manual for mid-market founders and executive teams navigating complex global supply chains, multi-generational succession planning, and the subtle cultural dynamics required to secure true operational alignment.The Anatomy of Authentic Influence: Integrating Cultural Intelligence and Succession SystemsTrue organizational scale in international environments demands a rapid shift away from monolithic, Western-centric management frameworks that rely purely on rigid operational hierarchy. Bjorn Vikard notes that executive blind spots are magnified abroad when leaders prioritize technical checklists while failing to appreciate regional variations in workplace communication, such as the consensus-driven methodologies valued in Indonesia versus the delicate conflict-avoidance systems native to Sri Lanka. When expanding operations globally, founders frequently fall into the trap of listening merely to respond rather than processing subtle non-verbal cues, which inadvertently stifles innovation and isolates frontline talent. By prioritizing deep neuro-cultural awareness and adopting active-listening protocols, an organization can systematically dismantle internal friction, transforming cultural diversity from a friction point into a profound operational asset.Unlocking long-term enterprise value within a family-owned enterprise also requires a highly disciplined approach to generational transitions and legacy planning. Founders routinely compromise their own exit strategies because they postpone succession governance, allowing emotional attachment to create massive power vacuums that threaten employee retention and investor confidence. Bjorn emphasizes that effective succession is not a sudden boardroom announcement but a multi-year development system that balances founder mentorship with structured skill-acquisition pipelines for next-generation executives. Utilizing custom leadership blueprints and rigorous 360-degree feedback loops allows incoming leadership to build authentic credibility across the corporate ecosystem long before the official transition occurs, ensuring absolute business continuity throughout the handoff.To help founders safely navigate these cross-border complexities, Bjorn structures his transformation consulting around intensive behavioral modules that emphasize deep character development over superficial corporate buzzwords. This system explicitly helps high-performance executives evaluate their decisions against concrete organizational values, replacing administrative friction with an autonomous culture of radical ownership. When independent team members feel safe to take calculated operational risks and innovate within their local markets, the business naturally minimizes its reliance on heavy-handed micromanagement from headquarters. Ultimately, true global optimization is achieved when an organization establishes a unified corporate identity that seamlessly respects regional operational nuances, allowing the executive team to scale impact predictably across any geopolitical boundary.About Bjorn VikardBjorn Vikard is an Amazon Best-Selling Author, elite international business transformation consultant, and dedicated executive coach specializing in multi-generational family enterprises. With a diverse background guiding heavy manufacturing and corporate structures through complex global expansions, Bjorn helps business owners establish high-trust cultures across distinct geographic regions. He is the author of Leading with Characters Across Cultures, a definitive text focused on helping modern executives align personal integrity with international cross-cultural intelligence.About bjornvikard.combjornvikard.com serves as the primary advisory hub for Bjorn Vikard's global consulting practice, providing executive coaching, organizational alignment audits, and structured leadership development programs. The consultancy specializes in helping mid-sized family firms engineer seamless succession roadmaps, resolve cross-border operational bottlenecks, and implement high-accountability management frameworks. Through rigorous, multi-month mentoring structures, bjornvikard.com equips international corporate entities with the systems necessary to sustain high performance across multicultural landscapes.Links Mentioned in This EpisodeBjorn Vikard Official Website: bjornvikard.comBjorn Vikard on LinkedIn: linkedin.com/in/bjornvikardKey Episode HighlightsThe Neuro-Cultural Alignment: Navigating subtle communication variances between international regions to eradicate operational friction on the frontline.The Multi-Year Succession Roadmap: Designing proactive corporate governance structures to ensure seamless leadership transitions in family-owned enterprises.Character-Driven Management Systems: Moving past basic technical KPIs to anchor organizational growth in high-accountability values.The Active-Listening Superpower: Implementing intentional meeting pauses and open-ended frameworks to capture insights from multicultural teams.Stifling the Founder's Trap: Shifting from centralized micromanagement to a regional model of autonomous employee ownership.ConclusionThe conversation with Bjorn Vikard underscores that cross-border operational mastery is fundamentally an architecture built on self-awareness and localized empathy. By deploying data-driven transition strategies and building cross-cultural communication protocols, global organizations can maintain stable operational performance while systematically scaling their corporate legacy.More from The Thoughtful Entrepreneur

Danny Salazar (Senior Vice President and Relationship Manager, Commercial Banking at Associated Bank) joins Steve Grzanich in the Associated Bank Thought Leader conversation to discuss how AI is transforming talent management through recruiting and employee retention, and how today's business leaders are rethinking succession and exit planning to prepare for the future.

In this episode of Start With a Win, join Adam Contos, host, as he steps into a powerful, no-fluff conversation with Shaun Rawls - a leader who has built empires, walked away from them, and redefined what success truly means.  Shaun pulls back the curtain on the invisible forces shaping how we spend our time, energy, and attention - challenging the habits, relationships, and decisions we often accept without question. Through candid stories, sharp insights, and a few unexpected twists, this episode invites you to rethink what's driving your life and leadership… and what might be quietly holding you back.Shaun Rawls is the Founder and CEO of Rawls Consulting, a national speaker, and author of F-it-less: Living Without What Holds You Back. Over 25 years, he built Atlanta's #1 residential real estate firm — The Rawls Group of Keller Williams — growing it to 2,000 agents and $4 billion in annual sales, earning him a spot on Real Trends' Top 40 Brokers in America.A Georgia Tech grad, Shaun lives in Atlanta with his wife Jeri and their five kids. When he's not building businesses, he's at the beach, on a motorcycle, or on the tennis court.00:00 Intro02:15 Sometimes you have to get out to start new…04:35 Wanted to write it to be this not reactive!06:40 Skills are to make part of your toolbox not this… 08:35 Key skill – listen up!14:10 Biggest aha on writing a book or not writing…15:40 Four Energy Quadrants 19:35 Willing VS Want.22:30 Where leaders get in trouble a lot!24:40 Make them feel the pain to understand.30:05 Gratitude didn't resonate with me! https://shaunrawls.com/https://www.facebook.com/theshaunrawls/ https://x.com/rawlsshaun https://www.instagram.com/theshaunrawls/===========================Subscribe and Listen to the Start With a Win Podcast HERE:

Succession planning is rarely a smooth process. According to Paul and Ryan, it involves life vests, knee scrapes, back stops, and sometimes avoiding the metaphorical bus altogether.In this episode of Healthcare Facilities Network, the conversation reframes succession planning as something much bigger: business continuity planning. Rather than simply preparing the next leader, Paul and Ryan explain why healthcare organizations must ensure hospitals continue to operate effectively when key players are suddenly unavailable or gone.The discussion dives into the leadership challenges that often prevent organizations from planning ahead, including fear, ego, and stubbornness. Paul and Ryan also explore the importance of mentorship, accountability, professional presence, and creating environments where future leaders are allowed to grow through experience without allowing mistakes to become catastrophic failures.As Ryan explains, one phrase Paul often uses captures that philosophy perfectly: “I'm gonna let you scrape your knee and not get hit by the bus.”Whether you are actively building future leaders or simply thinking about the long-term stability of your organization, this episode offers practical insight into developing people while protecting the future of the hospital.

After five years at the helm of MCC as the world faced some of its most turbulent times in recent history, US Executive Director Ann Graber Hershberger is passing the baton, and she couldn't be more at peace about it. Incoming director Rukshan Fernando brings a remarkable story of his own: born in the US, raised in Sri Lanka amid civil war, and shaped by decades of work across social work, Christian higher education, affordable housing, and nonprofit leadership.Together they reflect on how this leadership transition has unfolded, what it looks like to hold a role loosely and hand it off well, and how MCC's new strategic blueprint is shaping the organization's next season. They also dig into what makes MCC distinct, and why keeping Jesus at the center is so essential.MB church leaders will also want to catch the practical segment near the end, with tangible ways your congregation can connect with MCC's work, from school kit drives to pastor cohorts to learning tours abroad. Visit mcc.org to learn more.

Send us Fan MailMost nonprofits don't have a succession plan for their Executive Director because the whole thing feels risky to bring up. What if the board thinks you're already halfway out the door? What if there's no time, no budget, or no one ready to take over? Learn what a real succession plan actually contains, how to start the conversation without putting yourself on the chopping block, and why waiting until someone retires (or worse, dies suddenly) is not a strategy.On this week's episode of The Small Nonprofit Podcast, host Maria Rio sits down with Dr. Keena Mosley, CEO and Chief Transformation Officer of Momentum Leadership Group, with over 20 years of experience in leadership development across the nonprofit and education sectors. We  dig into what happens after a role transition, what that person does before they walk in on day one, and how they navigate those first few weeks. If this episode was useful, grab the 30-Day Board Fundraising Challenge at gofurthertogether.ca/boardchallenge — it's free and it gives your board actual structure. Book a Discovery Call with Further Together if you need help raising money in a way aligned with your values. Support the show

In this powerful episode of Start With a Win, Adam Contos sits down with family healing expert Tania Khazaal for a raw and revealing conversation about where true leadership really begins. Beneath the surface of business success, executive titles, and polished social media lives a deeper truth: the health of this shapes the strength of your leadership. They explore the unseen emotional patterns, quiet resentments, and unspoken struggles that silently impact performance, connection, and fulfillment. This episode challenges listeners to confront what they may be avoiding, rethink vulnerability as strength, and rediscover the sacred power of human connection in a distracted world. If you've ever wondered why success can still feel empty - or why burnout follows you home - this conversation will open a door you didn't know needed unlocking.Tania Khazaal is a mentor, speaker, and bold advocate for families navigating the pain of estrangement. As the founder of Tania the Herbalist Inc., she helps women and parents release guilt, build grounded confidence, and become the healthiest version of themselves so they can lead their families with strength and hope.  Blending faith, emotional regulation, and practical repair strategies, Tania equips families to move out of panic, rebuild trust, and create homes rooted in safety and connection. Her mission is simple but powerful: restore what's been lost, strengthen families from the inside out, and build legacies of love in a divided world.00:00 Intro02:20 This self-state has more of an impact than people realize!04:03 Why do we sacrifice this for business?07:45 When you can learn to do this, you will be a better leader!10:00 Why is no one talking about this?13:01 Is it this simply and powerful?16:40 How to overcome the fear of being this!19:10 There is a difference between this and calm.20:38 Biggest piece of advice and it comes back to THIS.===========================Subscribe and Listen to the Start With a Win Podcast HERE:

What happens to your law firm's value, clients, and legacy if you do not have a clear succession plan in place? For many owners, Management Services Organizations (MSOs) may seem like something reserved for massive firms or private equity headlines, but understanding how these structures work could have major implications for your future.        In this episode, law firm transactions expert Michael Di Gennaro returns to explain Management Services Organizations and their growing role in succession planning, valuation, and private capital. He breaks down how MSOs function, why they matter, and what law firm owners need to understand about preserving firm value.        Let's talk! If you are a law firm owner looking to talk with us about partnering on your personal and professional growth, book a short, free, no-pressure call with Melissa here: https://velocitywork.com/calendar        Get full show notes, transcript, and more information here: https://www.velocitywork.com/360       Check out Ben Gideon and Jeff Wright's podcast Elawvate: Build and Grow Your Law Firm on Apple, Spotify, or wherever you get your podcasts: https://www.elawvate.fm/show/elawvate-build-grow-your-law-firm/                Watch this episode on YouTube: https://youtube.com/@velocitywork               Monday Map / Friday Wrap: https://www.velocitywork.com/monday-map

If your business can't run without you, that's a problem. In this episode, learn how to raise up leaders, transfer responsibility, and create a succession plan that sets your business up to win without you.   Next Steps:

Most advisors say they want to exit. What they actually want is to stop doing the parts they hate. Scott Danner has had this conversation more times than he can count. The advisor says they want to sell. Then the deal falls apart. Not because the numbers were wrong but because nobody asked the right question at the start. Scott is the Executive Vice President and Head of Legacy at Steward Partners. He founded Freedom Street Partners in 2016, built it to nearly $3.5 billion in AUM, and sold it to Steward Partners in late 2023. He started at Edward Jones with zero clients and cold called his way into the industry. That background gives him a credibility in this conversation that most people talking about M&A simply do not have. In this episode, Frank and Scott break down what is actually happening inside succession deals when they collapse, why M&A is the mechanism quietly solving the industry's age and talent problem and how the sell, stay and grow model gives advisors a way to monetize without disappearing. Scott also shares how Freedom Street Partners built a career ladder that next generation advisors could actually follow, what independence with infrastructure means at Steward Partners and why he believes advisors who dismiss a W2 model immediately are thinking too small.   Questions answered in this episode include: Why do sell and exit deals keep failing? What does M&A actually do for the long-term health of the financial advisory industry? What is the sell, stay and grow model and how does it work? How do you build a career ladder that next generation advisors will actually believe in? What does independence with infrastructure mean at Steward Partners? How can an advisor keep their brand and their clients while still monetizing their practice? Why should advisors think twice before ruling out a W2 model?   Chapters: 00:00 Intro and Scott Danner Background 02:53 Building From Scratch at Edward Jones 07:19 Why M&A is Saving the Industry 09:29 The Sell Stay and Grow Model 13:55 Building a Ladder for Next Gen Advisors 17:22 Independence With Infrastructure 26:11 Rethinking the W2 Model   Learn more about Elite and our resources: Elite Consulting Partners | Financial Advisor Transitions https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers and Acquisitions https://eliteadvisorsuccessions.com JEDI Database Solutions | Technology Solutions for Advisors https://jedidatabasesolutions.com Elite Wealth Management Insights Report https://eliteconsultingpartners.com/insight-report Listen to more Advisor Talk episodes https://eliteconsultingpartners.com/podcasts/

Canadian IBC warning! Policy loans can trigger taxes—know ACB before it costs you.