Podcasts about Succession planning

What if the real reason family conflict keeps repeating isn't about money, land, or even succession — but the unseen stories we've been carrying for generations?In this powerful conversation, Ben Law sits down with Lael Stone — educator, counsellor, author, and co-founder of Woodline Primary School — to unpack how unexamined imprints from our past quietly shape how we parent, lead, and communicate.From unspoken family expectations to generational beliefs about work, money, and self-worth, Lael shows how we can rewrite the stories that keep us stuck — so we don't hand them down to our kids.They dive into what “owning your story” really means, why forgiveness and grace are essential to healing old wounds, and how emotionally intelligent families break free from the patterns that sabotage trust and unity.If you've ever thought, “I sound just like my parents,” or wondered why the same family issues keep resurfacing, this is an episode you'll want every generation to hear.KEY THEMESThe invisible imprints we inherit from our family of originWhy awareness, not blame, is the key to breaking patternsHow to deal with conflict constructively — without blowing up or shutting downThe role of grace and forgiveness in family healingHow your personal growth impacts the next generation-----------------------Ben spent over 20 years working with successful business owners and farming families which allowed him to unearth the timeless principles on how to successfully grow, protect and maintain wealth.If you want to learn the principles of how to grow your family's wealth throughout the generations, then you might consider joining The AgriCoach Podcast each fortnight for more Wealth & Wisdom.Disclaimer: The information contained in this podcast is general in nature and for education purposes only. It is not financial advice. It is not legal advice. No one should act on the information without appropriate specific advice for your particular circumstances. Ben Law is a former financial advisor but is no longer licensed and cannot and will not give you specific or personal advice in this podcast. The Financial Bloke Group Pty Ltd accepts no responsibility for any loss or damage occasioned by any person acting or refraining from action as a result of reliance on the information in this podcast.https://thefinancialbloke.com.au/

After the heartbreaking loss of his brother Robin to germ cell cancer at just 24, Toby Freeman and his family turned grief into action, founding a charity that has become the UK's leading voice for young people's cancer awareness.This candid conversation reveals the raw emotions behind the inception of the charity, detailing both the challenges and the triumphs that come with building a family-led mission in the wake of such profound loss.We've seldom heard such a moving story of a family bringing together their combined strengths to save lives, with familial love at the heart of every move they make…

Farmers build an entire legacy within their operation, one that can be passed down for generations. But what happens when it's actually time to hand that legacy over?   In this episode, Mike Howell sits down with Uncommon Farms' Manager of Succession Planning, Mike Downey to dig into the realities of on-farm succession planning.   They explore the difference between estate and succession planning, the transition options available, how to bring the next generation into the business, when to use a will versus a revocable living trust, and how private installment sales can help transfer equity to the next generation while maintaining income for the current owners.   Plus, Mike Downey shares his best advice for starting the succession conversation on the farm (and why starting early is the best investment you can make).   Looking for the latest in crop nutrition research? Visit nutrien-ekonomics.com   Subscribe to our YouTube channel: https://www.youtube.com/@NutrieneKonomics

Farmers build an entire legacy within their operation, one that can be passed down for generations. But what happens when it's actually time to hand that legacy over? In this episode, Mike Howell sits down with Uncommon Farms' Manager of Succession Planning, Mike Downey to dig into the realities of on-farm succession planning. They explore the difference between estate and succession planning, the transition options available, how to bring the next generation into the business, when to use a will versus a revocable living trust, and how private installment sales can help transfer equity to the next generation while maintaining income for the current owners. Plus, Mike Downey shares his best advice for starting the succession conversation on the farm (and why starting early is the best investment you can make). Looking for the latest in crop nutrition research? Visit nutrien-ekonomics.com Subscribe to our YouTube channel: https://www.youtube.com/@NutrieneKonomics

Thinking about selling your business? Learn what buyers really want and how to protect your company's value, culture, and legacy in this eye-opening conversation with John Petrov and Peter Mistretta of Knight Investment Group.

The Enlightened Family Business Podcast Ep. 146: How Great Leaders Turn Challenges into Puzzles with Radhika Dutt In this, the first episode of the Enlightened Family Business Podcast, host Chris Yonker engages with guest Radhika, a seasoned advisor and published author, to discuss transformative strategies for family businesses. They delve into the concept of replacing traditional goal setting with a 'puzzle setting and puzzle solving' approach, emphasizing curiosity, adaptability, and collaborative learning. The discussion explores how family businesses can navigate succession, integrate innovative thinking, and balance risk while fostering clear communication and family alignment. This episode offers valuable insights for family business owners and leaders seeking sustainable growth and harmonious leadership transition. ·       00:55 The Old Model of Goal Setting ·       01:49 Guest Introduction: Radhika's Background ·       06:37 The Puzzle Setting Approach ·       07:38 The Importance of Succession Planning ·       16:52 The Problems with KPIs and Target Setting ·       21:48 Shifting from Goals to Puzzles in Business ·       23:44 Implementing Puzzle Solving in Sales ·       28:02 Collaborative Learning and Curiosity ·       33:11 Navigating Family Business Transitions ·       38:54 Balancing Risk in Family Businesses ·       41:24 Learning from Other Industries ·       43:59 Conclusion and Resources Websites: ·       fambizforum.com. ·       www.chrisyonker.com ·       OHLS Toolkit ·       linkedin: @radhika-dutt Radhika's Bio: Radhika Dutt is the author of Radical Product Thinking: The New Mindset for Innovating Smarter which has been translated into Chinese and Japanese. The methodology she introduced in her first book is now used in over 40 countries. She is an entrepreneur, speaker, and product leader who has participated in five acquisitions, two of which were companies that she founded. She is currently Advisor on Product Thinking to the Monetary Authority of Singapore (Singapore's central bank and financial regulator), and does consulting and training for organizations ranging from high-tech startups to multinationals on building radical products that create a fundamental change. Radhika has built products in a wide range of industries including broadcast, media and entertainment, telecom, advertising technology, government, consumer apps, robotics, and even wine. She graduated from MIT with an SB and M.Eng in Electrical Engineering, and speaks nine languages. Radhika is now working on her second book – it's about why goals and targets backfire and what actually works.  

Have you ever wondered how you can create more agile, well-rounded leaders across your organization — without sacrificing flexibility or work-life balance? We often talk about developing talent and succession planning as if they're separate from our distributed work strategy. But if you're not intentional about how career growth happens across remote and hybrid setups, you risk losing great talent to stagnation or burnout. Which is why on this episode of Inclusion in Progress, we're diving into one of the 12 distributed work models we've identified while working with global teams: The Job Rotation Model — which empowers employees to rotate through different roles and departments while maintaining location flexibility. We cover: How to use rotational programs to develop leaders in a distributed environment What it takes to create a culture of mentorship and knowledge-sharing across hybrid or remote teams The challenges of implementing this model — including project continuity and remote knowledge transfer — and how to solve them We'll be breaking down the rest of all of these work models on future episodes, so subscribe to the podcast to make sure you don't miss out! And if you're a People or HR leader who wants a more detailed breakdown of the 12 distributed work models (and an easy framework to decide which works best for your organization)... Download a copy of our Distributed Work Success Playbook today! TIMESTAMPS: [02:34] How the Job Rotation Model enhances career growth while offering flexibility. [03:58] What are some of the key principles to applying job rotation workplace? [05:18] What are some of the most common challenges for this Distributed Work Model? [06:25] How to know if the Job Rotation Model is best fit for your organization? LINKS: info@inclusioninprogress.com www.inclusioninprogress.com/podcast www.linkedin.com/company/inclusion-in-progress Download our Distributed Work Models Playbook to learn how to find the distributed work model that enables your teams to perform at their best. Want us to partner with you on finding your best-fit hybrid work strategy? Get in touch to learn how we can tailor our services to your company's DEI and remote work initiatives. Subscribe to the Inclusion in Progress Podcast on Apple Podcasts or Spotify to get notified when new episodes come out! Learn how to leave a review for the podcast.

Send us a textG'day and welcome to episode 66 of the A Place To Call Home Podcast.In this episode, Kristie Lisle shares her journey from a mining career to becoming a full-time primary producer in agriculture. She discusses her early life in agriculture, the challenges and sacrifices made while building a contracting business, and the importance of setting goals. Kristie emphasizes the significance of infrastructure development, technology adoption, and effective communication in achieving success. She also highlights the role of family dynamics in business and the unique experience of driving a school bus for her children. With aspirations to grow their cattle operation, Kristie offers valuable insights and advice for aspiring producers.In this episode we chat aboutKristie and her husband Matt transition from mining to agriculture, while emphasizing the importance of hard work and dedication.How real estate investments played a crucial role in their financial growth and stability.How setting clear goals, such as their number plate 'TT16', helped them stay focused.How the hard sacrifices in their early years, including social events, were necessary for their long-term success.Succession planning and the different ways to make it happenWhy transitioning to being a full-time primary producer requires careful planning and cash flow management.Infrastructure development, particularly water and fencing and it  significantly improved their productivity.The importance of continuous learning and surrounding oneself with supportive people.Resources MentionedRCS Farm Management Professional Development Australia - Resource Consulting ServicesABL FoundationRaw & Wild Instincts 'Seminar' | Wild Adventures with Johnny Mitchell | Fishing Trainingklrmarketing.com.auUncut & Real Raw With Clinton Anderson | Clinton AndersonCodie Sanchezchrishelder.com.auStay connected with A Place to Call Home:

Send us a textIn this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, top family office leaders discuss one of the most important — and most human — aspects of wealth: how to communicate, educate, and connect across generations.From teaching children about finance and investing at an early age to integrating Gen 2 and Gen 3 into family office meetings, this conversation explores the values, respect, and real-world experiences that build lasting legacies.

What if the secret to lasting success in farming, family, and life isn't about controlling every detail — but about knowing when to let go?In this mini episode, Ben Law shares the mindset he's seen in the most successful farming families over the last 25 years: do your absolute best, then release the outcome. From the paddock to the boardroom, the lesson is the same. You can prepare the soil, sow the seed, and spray the weeds — but you can't control the rain.Ben unpacks how clinging too tightly breeds stress, brittleness, and unhappiness — while the families who thrive are the ones who work hard, set clear standards for “their best,” and then trust the process. You'll hear practical ways to build this mindset: defining your best, dropping perfection, reframing setbacks, and zooming out when small problems feel overwhelming.This isn't fluffy theory. It's the quiet confidence that keeps high-performing families resilient, future-focused, and — let's be honest — happier.So, where in your life are you gripping too tight right now? And what would change if you trusted your effort and let go of the rest?-----------------------Ben spent over 20 years working with successful business owners and farming families which allowed him to unearth the timeless principles on how to successfully grow, protect and maintain wealth.If you want to learn the principles of how to grow your family's wealth throughout the generations, then you might consider joining The AgriCoach Podcast each fortnight for more Wealth & Wisdom.Disclaimer: The information contained in this podcast is general in nature and for education purposes only. It is not financial advice. It is not legal advice. No one should act on the information without appropriate specific advice for your particular circumstances. Ben Law is a former financial advisor but is no longer licensed and cannot and will not give you specific or personal advice in this podcast. The Financial Bloke Group Pty Ltd accepts no responsibility for any loss or damage occasioned by any person acting or refraining from action as a result of reliance on the information in this podcast.https://thefinancialbloke.com.au/

In this episode of The Steward Chair, John Sensiba, retiring CEO of Sensiba, and Monique Ramirez, his successor, share a masterclass on why intentional succession is the ultimate act of stewardship. John shares his journey of leading the firm through two major economic crises by refusing to abandon core values. They explore how the Golden Rule and simple, unwavering priorities—family, community, and firm—drive meaningful, long-term success. We discuss the courage it takes to hand off a legacy gracefully, and how an "eat what you kill" compensation model can destroy culture. We also cover the immense privilege of receiving a planned, six-year leadership transition, providing actionable takeaways for leaders committed to stewardship, integrity, and impact. Key Takeaways The Ultimate Act of Stewardship is Succession: A leader’s most important duty is to prepare the organization for the next generation, viewing their role as a "transient caretaker" for the benefit of employees and the community. Values Are Non-Negotiable in Crisis: Establishing simple, clearly articulated priorities (like family, community, and firm in that order) and refusing to abandon values when they become "inconvenient" provides clarity and resilience during financial crises or global pandemics. Culture Over Compensation: The courage to abandon an "eat what you kill" compensation model for a subjective, values-based approach is necessary to cultivate a culture of collaboration, trust, and shared success. Resources Mentioned Visit Sensiba's Website Sensiba B Corp Certification Information Follow John Sensiba on LinkedIn: https://www.linkedin.com/in/johndsensiba/ Follow Monique Ramirez on LinkedIn: https://www.linkedin.com/in/monicramirez/ Join the ConversationThe Steward Chair is about equipping and inspiring business leaders to build organizations that stand the test of time. If this episode resonated with you, share your biggest takeaway and tag us on LinkedIn: Chat With Leaders Media https://www.linkedin.com/company/chatwithleaders/ and End of the Line Productions https://www.linkedin.com/company/end-of-the-line-productions/. Elevate your podcast, company meeting, or industry event strategies to better engage stakeholders and drive meaningful growth! Visit ChatWithLeaders.com to learn more about how we can help.See omnystudio.com/listener for privacy information.

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereAre your company's retained earnings sitting idle — or worse, being eaten away by unnecessary taxes?For many business owners, retained earnings feel like a double-edged sword: a sign of success but also a source of frustration when the tax bill arrives. This live panel, hosted by Canadian Wealth Secrets, PE Gate, and Gauvreau Tax & Law Advisory dives deep into what's keeping entrepreneurs up at night — from overpaying taxes and inefficient structures to missed investment opportunities. Featuring experts in accounting, private equity, and wealth strategy, the discussion breaks down how to move beyond simple compliance toward smarter, tax-efficient growth.You'll discover:How to structure your corporation (and when to use a holding company or family trust) to legally minimize taxes.Proven strategies to invest retained earnings through connected corporations and earn dividends tax-free.Ways to turn trapped corporate cash into long-term wealth — including private equity, insurance leverage, and estate optimization.Unlock the full potential of your retained earnings — press play now to learn how top advisors are helping Canadian business owners build smarter, tax-efficient wealth.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Building long-term wealth in Canada starts with understanding how to make your retained earnings work smarter through strategic corporate investing and tax-efficient planning. A strong Canadian wealth plan combines effective business structures—like holding companies and family trusts—with thoughtful investment strategies in private equity, real estate investing, and RRSP optimization. By focusing on tax efficiency, capital gains exemption, anReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Episode OverviewIn this episode of The Future-Ready Advisor, host Sam Sivarajan sits down with Doug Gray, a business psychologist and executive coach with over 30 years of experience helping leaders navigate complex organizational and family dynamics. Doug is the founder of Action Learning Associates and author of "Objectives Plus Key Results Leadership."They explore the critical intersection of psychology and wealth management, discussing how advisors can better serve multi-generational families through team-based approaches, emotional intelligence, and curiosity-driven engagement. Doug shares his AdFit framework for outcome-based solutions and dispels common myths about generational wealth transfer, offering practical strategies for building the social and emotional capital essential for successful succession planning.Key Quote"Curiosity is the currency of learning. When advisors encourage clients to practice their curiosity, amazing things are going to happen." — Doug GrayKey TakeawaysTeam-based advisory approaches are essential for complex family wealth situations, similar to healthcare teams solving medical problemsThe AdFit framework (Assess, Define, Focus, Interventions, Takeaways) provides structure for outcome-based client engagementsSocial and emotional capital is a bigger driver of succession success than written plans or legal documentationThe "three generations" wealth loss myth is overstated—proactive planning and learning mindsets enable multi-generational successCuriosity and open-ended questioning are powerful tools for engaging next-generation leaders and improving advisor effectivenessSound Bites"Leaders often require guidance from mentors to grow—we all need those sherpas in our professional journeys.""Don't we bring teams of advisors just like we do in healthcare to solve the most complex problems?""Social and emotional capital is a bigger driver of succession success than any written plan.""The three generations myth is not a reality—it's a mythology that we need to move beyond.""When we practice curiosity and we're comfortable with silence, amazing conversations happen."Topics Discussed01:06 — Doug's journey from educator to business psychologist and executive coach07:15 — The AdFit framework for outcome-based client solutions13:27 — Navigating confidentiality and family dynamics in wealth management20:35 — Debunking the "three generations" wealth transfer mythology29:29 — Applying positive psychology principles to financial advisory38:15 — Engaging next-generation leaders through curiosity and mentorship45:46 — Practical tips for advisors: The power of open-ended questionsResources MentionedLearn more about Doug Gray and Action Learning Associates: action-learning.comVIA Character Strengths Assessment: viacharacter.orgStay Connected with The Future-Ready AdvisorSubscribe on your favorite podcast platform to never miss an episodeJoin the conversation on LinkedIn—share your thoughts and connect with other forward-thinking advisors

This episode dives into one of the most important and often misunderstood parts of the UK Fire & Rescue Service. How we attract, develop, and promote the leaders of tomorrow. Joined by Hannah Vallance, Chartered Occupational Psychologist and Director at VCA Ltd, we explore what it really takes to build a workforce and leadership culture that reflects the values and future needs of the modern fire service. From values-based recruitment to feedback culture and succession planning, this conversation unpacks how to move beyond tick-box processes and start creating genuine growth opportunities.Listeners will come away with a deeper understanding of how recruitment and promotion can be fair, consistent, and trusted not just by HR teams, but by the watch floor. Whether you're an aspiring leader, a manager shaping development pathways, or part of a service looking to modernise its approach, this episode gives you practical insights into building a culture that identifies potential, supports progression, and prepares the fire service for the challenges ahead.Access all episodes, documents, GIVEAWAYS & debriefs HEREPodcast Apparel, Hoodies, Flags, Mugs HEREPODCAST GIFT - FREE subscription to essential Firefighting publications HERE A big thanks to our partners for supporting this episode.GORE-TEX Professional ClothingMSA The Safety CompanyIDEXFIRE & EVACUATION SERVICE LTD HAIX Footwear - Get offical podcast discount on HAIX HEREXendurance - to hunt performance & endurance 20% off HERE with code ffp20Lyfe Linez -  Get Functional Hydration FUEL for FIREFIGHTERS, Clean no sugar  for daily hydration. 80% of people live dehydratedSend us a textSupport the show***The views expressed in this episode are those of the individual speakers. Our partners are not responsible for the content of this episode and does not warrant its accuracy or completeness.*** Please support the podcast and its future by clicking HERE and joining our Patreon Crew

What if the very habits that made you successful are now the biggest things holding you back?In this episode of The Agricoach Wealth & Wisdom Podcast, Ben sits down with Jean-Marc Barbeau, turnaround strategist and founder of Better Business Freedom. Jean-Marc shares his journey from climbing the corporate ladder in London to redefining what true success and freedom mean — and why too many business owners (and farming families) fall into the trap of working harder instead of working smarter.Together, Ben and Jean-Marc tackle the “frog in boiling water” problem, the danger of being trapped by past success, and the waiting-for-later myth that robs families of joy in the present. You'll hear stories that bring these lessons to life — from the “Waterboy” who stopped carrying buckets to build a pipeline, to families wrestling with how to let go of control across generations.If you've ever wondered how to avoid burnout, create real freedom, and lead your family or business into a stronger future, this conversation will give you practical perspective and a challenge to rethink what prosperity really means.-----------------------Ben spent over 20 years working with successful business owners and farming families which allowed him to unearth the timeless principles on how to successfully grow, protect and maintain wealth.If you want to learn the principles of how to grow your family's wealth throughout the generations, then you might consider joining The AgriCoach Podcast each fortnight for more Wealth & Wisdom.Disclaimer: The information contained in this podcast is general in nature and for education purposes only. It is not financial advice. It is not legal advice. No one should act on the information without appropriate specific advice for your particular circumstances. Ben Law is a former financial advisor but is no longer licensed and cannot and will not give you specific or personal advice in this podcast. The Financial Bloke Group Pty Ltd accepts no responsibility for any loss or damage occasioned by any person acting or refraining from action as a result of reliance on the information in this podcast.https://thefinancialbloke.com.au/

This Best Of roundup pulls the most practical moments from four powerhouse conversations, so you can lead better, hire smarter, and finally charge what you're worth.What you'll learn:Succession & Family Alignment: How to set a clear vision, involve spouses, and plan for ownership transitions that actually work.Sustaining Success: Five levers top shops use to stay profitable when volume and rates are volatile.Magnetic Hiring & Retention: The culture signal (Meaning, Acknowledgement, Measurement, Teamwork, Vision) that attracts and keeps A-players.Pricing & Mindset: Why “busy ≠ profitable,” how to know your real costs, and the mindset shift to get paid for the value you deliver.Episode sources...Ep #35 — Goal & Succession Planning for Your Shop (Matt Di Francesco)Ep #46 — 5 Ways to Sustain Success in Your Shop (David Willett)Ep #43 — How Shops Are Finding & Retaining Talent (Dave Luehr)Ep #55 — Get Paid for What You Do & Change Your Mindset (Clay Hoberecht)The shops that win aren't just efficient—they're intentional. They lead with clarity, build cultures people want to join, and price with confidence.—

This week we welcome Michael and Gerard Boon, the father-son team behind Boon Brokers, for an inspiring conversation about legacy, innovation, and the journey of transforming a family business. Michael's hard work during his early days in the industry has laid the groundwork for Gerard's tech-driven approach, all while maintaining the all-important human touch.Tune in as we hear what lies behind Gerard's vision and drive for innovation, the unique dynamics of working with family, the importance of work-life balance, and the lessons learned from decades of navigating change together.

What does it take to build a treasury team that thrives across generations, adapts to global challenges, and embraces AI without losing the human touch? In this special episode, Winny Li, Ellen Cornelissen and Mike Richards explore the strategies top treasurers use to shape the future of their teams - captured in front of a live audience at one of the world's premier treasury events.This episode of the Treasury Career Corner podcast was recorded live at the 34th EuroFinance International Treasury Conference in Budapest, bringing together treasury professionals from around the world. Host Mike Richards is joined on stage by these two amazing leading global treasurers to discuss how forward-thinking organizations are redefining what it means to build, develop, and retain treasury talent in today's fast-changing world.Guests Speakers:Winny Li, Group Treasurer at PPD, part of Thermo Fisher ScientificEllen Cornelissen, Treasury Director, Europe & Asia at Filtration GroupFrom hybrid work expectations and multi-generational teams to leveraging AI and promoting a culture of curiosity, this engaging panel discussion delivers valuable insights for treasury professionals at every stage of their careers.What We Cover in This Episode:Defining next-generation treasury talent: What skills and qualities matter most?Building global teams: Collaboration across time zones and culturesThe evolving priorities of treasury professionals: Hybrid work, purpose, and benefitsSuccession planning: Embedding it into your team from day oneEncouraging cross-generational collaboration and mutual learningBalancing formal education with real-world training and rotationsHow AI is used (and misused) in treasury - from policy writing to hiringFostering psychological safety and continuous development in teamsYou can connect with Winny Li on LinkedIn. You can connect with Ellen Cornelissen on LinkedIn. ---

In episode 583 of the Lawyerist Podcast, Zack Glaser talks with Bernadette Harris, business strategist and finance coach at Lawyerist, about how to move beyond “survival mode” and into strategic, scalable growth.  Bernadette breaks down the financial metrics that define a mature, transferable law firm, what she calls the difference between working in your business and having your business work for you. Together, they explore the KPIs that show when your team, not just you, is generating revenue, how to measure leverage across roles, and how to build systems that make your firm valuable enough to sell or pass on.  Bernadette also shares what succession planning really looks like for small firms, why client origination should be team-wide, and how to start laying the groundwork, no matter your current stage of growth.  Listen to our previous episodes with Bernadette:  #557: KPIs for Lawyers: Measuring Your Law Firm's Financial Health with Bernadette Harris Apple | Spotify | LTN  #523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple | Spotify | LTN  #457: Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple| Spotify | LTN  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.  Chapters/Timestamps:  0:00 – Introduction: Running and Community at LabCon 2:40 – The Power of Accountability and Growth Communities 5:40 – Advanced Firm Finances: Stage 3 & 4 Growth 8:45 – Shifting from Survival to Strategy 11:35 – Measuring Leverage: Who's Doing the Work? 14:45 – Tracking Revenue by Role, Not Hours 19:15 – When Owners Should Stop Doing Casework 23:00 – Building Transferable Value 25:40 – Succession Planning and Client Origination 29:10 – Systems, SOPs, and True Scalability 33:20 – How to Reach the Next Stage 35:10 – Closing Thoughts & Resources 

In episode 583 of the Lawyerist Podcast, Zack Glaser talks with Bernadette Harris, business strategist and finance coach at Lawyerist, about how to move beyond “survival mode” and into strategic, scalable growth.  Bernadette breaks down the financial metrics that define a mature, transferable law firm, what she calls the difference between working in your business and having your business work for you. Together, they explore the KPIs that show when your team, not just you, is generating revenue, how to measure leverage across roles, and how to build systems that make your firm valuable enough to sell or pass on.  Bernadette also shares what succession planning really looks like for small firms, why client origination should be team-wide, and how to start laying the groundwork, no matter your current stage of growth.  Listen to our previous episodes with Bernadette:  #557: KPIs for Lawyers: Measuring Your Law Firm's Financial Health with Bernadette Harris Apple | Spotify | LTN  #523: Financial Red Flags: Are You Hiring Too Soon?, with Bernadette Harris Apple | Spotify | LTN  #457: Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple| Spotify | LTN  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.  Chapters/Timestamps:  0:00 – Introduction: Running and Community at LabCon 2:40 – The Power of Accountability and Growth Communities 5:40 – Advanced Firm Finances: Stage 3 & 4 Growth 8:45 – Shifting from Survival to Strategy 11:35 – Measuring Leverage: Who's Doing the Work? 14:45 – Tracking Revenue by Role, Not Hours 19:15 – When Owners Should Stop Doing Casework 23:00 – Building Transferable Value 25:40 – Succession Planning and Client Origination 29:10 – Systems, SOPs, and True Scalability 33:20 – How to Reach the Next Stage 35:10 – Closing Thoughts & Resources  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's episode, Tracy sits down with Winnie and Lacy, of Ranch Your Way and advocates of the Infinite Banking Concept, to discuss how ranchers and farmers can take control of their finances — and their future — by becoming their own banker. The Infinite Banking Strategy uses properly structured whole life insurance policies to create your own personal banking system. Instead of relying on traditional banks, you can finance equipment, land, or livestock from within your own operation — keeping more money in your family's hands. Winnie and Lacy share how they discovered this concept, the real-life financial challenges that led them here, and how they've adapted Mary Jo's Farming Without the Bank for Canadian farmers and ranchers.  You'll also learn practical steps to get started, how to begin small, and why this strategy can be a game-changer for succession planning and multigenerational wealth. In This Episode, We Discuss: 1. What the Infinite Banking Concept is — explained simply. 2. Why it's especially powerful for farmers and ranchers. 3. How a whole life policy can be used to finance land, equipment, or livestock. 4. The financial struggles that inspired Winnie and Lacy to bring this strategy to Canada. 5. Gaps Canadian farmers face with banks, taxes, and financing. 6. How families can start small without overhauling everything. 7. The role of Infinite Banking in succession planning and teaching the next generation about money. 8. The biggest transformations they've seen among ranchers who take control of their finances. You don't need to overhaul your entire operation to start — you just need to take the first step toward becoming your own banker.  Infinite Banking isn't just about money; it's about freedom, legacy, and control for your family and your farm. Thanks for tuning in, Tracy Featured Resources Purchase Book: Farming Without the Bank – Canadian Edition https://www.ranchyourway.com/#books  Podcast:  Ranch Your Way on the Win Eh Podcast Network — tune in for more insights on ranching, money, and creating financial independence. https://www.ranchyourway.com/podcast/

Episode OverviewIn this episode of The Future-Ready Advisor, host Sam Sivarajan sits down with Ray Adamson, a seasoned coach and FinTech executive, to explore the evolving landscape of advisory practices. They dive into the critical shift from lifestyle practices to structured, scalable businesses and discuss how technology and AI can transform the advisory experience.Ray shares insights on succession planning challenges, the untapped potential of the mass affluent market, and practical strategies for building human-centered practices that leverage technology effectively. Whether you're looking to future-proof your practice or scale your business, this conversation is packed with actionable advice for thriving in a competitive and rapidly changing environment.Key Quote"AI can level the playing field." --- Ray AdamsonKey TakeawaysTechnology enables scalability without sacrificing the human element in advisory relationships.Shifting from lifestyle to structured business is essential for long-term success and succession planning.AI enhances the advisory process but requires careful oversight and human judgment.The mass affluent market presents significant untapped opportunities for growth.Clear personal vision guides better business decisions and strategic direction.Sound Bites"AI can level the playing field.""You can do well by doing good.""The industry has to stay relevant.""Building strong relationships is crucial for success.""Regularly working on the business is as important as working in it."Topics Discussed00:00 -- Introduction to the Future of Advisory Practices02:33 -- Ray Adamson's Career Journey and Insights05:09 -- The Importance of Scalable Processes in Advisory Practices07:51 -- The Role of AI in Financial Advisory10:32 -- Succession Planning in the Advisory IndustryResources MentionedLearn more about Ray Adamson and his work in FinTech and advisory coachingStay Connected with The Future-Ready AdvisorSubscribe on your favorite podcast platform to never miss an episode.Join the conversation on LinkedIn—share your thoughts and connect with other forward-thinking advisors.Explore more insights on Sam's website.

AEC marketing and business development are changing fast. In this episode, Deirdre Booth talks with Scott Butcher of Stambaugh Ness about what is reshaping the work today and what leaders need next. They cover the talent crunch, the “missing middle,” and why environmental scanning belongs in every plan. They discuss practical uses of AI, how early adopters are already productizing tools, and what happens when firms delay. Scott makes the case for true marketing leadership at the table, not just a new title, and offers a six month playbook that focuses on three use cases for AI, stronger BD and marketing alignment, and a habit of testing and learning. The conversation closes with clear risks of waiting, including loss of relevance and recruiting challenges, and a reminder that agility wins when conditions shift.

From a small sandwich shop, Luke Consiglio and his family have drawn up the recipe for a national catering powerhouse… without losing the family charm.In this heartfelt episode of ‘It Runs In The Family', we sit down with Luke, The Pantry's Owner, to explore the remarkable journey they've had and the unwavering support of his family who not only helped build the business, but remain at its core. Hear how Luke's approach to leadership is rooted in authenticity as he shares the importance of celebrating each other's strengths, how giving back has become such an integral part of their identity, and the lessons learned from successes and setbacks.

In this episode of "Confessions of a Terrible Leader," Mary Skop and Layci Nelson tackle pressing leadership challenges, particularly the CEO succession crisis and declining leadership pipelines. They differentiate between vision casting and operational skills, arguing that an overemphasis on the latter hinders the development of strategic leaders.Layci stresses the critical need for robust internal succession planning, advocating against relying solely on external hires due to potential cultural misalignment and loss of institutional knowledge. They passionately promote nurturing internal talent through comprehensive leadership development programs that foster innovative thinking, adaptability, and emotional intelligence, alongside clear pathways for advancement.Ultimately, they conclude that effective leadership succession is an ongoing, culturally embedded process requiring strategic commitment and investment in human capital. The future success of any organization depends on its ability to cultivate strong, resilient, and visionary leaders from within.

In this episode the host Matthew Jarvis and guest Dustin Mangone discuss the intricacies of succession planning for financial advisors, particularly focusing on the roles of Gen 2 advisors in initiating conversations about internal succession. They explore the importance of being proactive, understanding market dynamics, and preparing financials for a successful exit. The conversation also delves into common pitfalls in deal structures, financing strategies, and the realities of M&A reports, emphasizing the need for advisors to be well-informed and prepared in a competitive market. Navigating Succession Planning in Financial Advisory With Dustin Mangone [Episode 329] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Dustin Mangone: Website | LinkedIn  

Jerry Aliberti, construction industry veteran and founder of Pro-Accel, joins Michael Palumbos to reveal what it really takes to design a smooth succession plan in family-owned construction businesses—and why most founders wait too long to start. With two decades of experience leading complex projects and advising second- and third-generation owners, Jerry brings grounded, practical wisdom to one of the hardest transitions in business: handing over the hard hat. He unpacks how family construction leaders can shift from doing the work to building people, delegate without losing control, and create a professionalized structure that lasts long after the founder steps back. Jerry and Michael dive into: ◽️ The emotional side of letting go — and learning to trust the next generation ◽️ Why clear expectations and accountability define great culture ◽️ How to track cash flow, labor, and profitability for long-term stability ◽️ Bridging generational gaps between “grinders” and “system builders” ◽️ Why leadership is about service, not control ◽️ The biggest mistakes construction founders make during succession ◽️ How to professionalize your business without losing family values Timestamps: 00:00 – Intro 01:42 – Why construction succession is different from other industries 04:15 – How to build a tech and financial stack that supports clarity 07:33 – Cash flow vs. profit vs. revenue: what really matters 10:18 – Setting expectations and accountability in the field 13:27 – Building trust and culture through hard conversations 16:48 – The emotional roller coaster of succession and letting go 19:36 – Bridging generational gaps: from doers to builders 22:51 – Professionalizing leadership and empowering decision-makers 26:09 – The “11th Commandment”: Thou shall not fool thyself 29:20 – Why succession is a multi-year process (not a moment) 32:44 – The power of outside, unbiased advisors in family business 35:26 – Leadership as service: how real leaders empower their teams 38:17 – Key takeaways for construction founders planning their exit 41:03 – Closing thoughts and next steps

Ted speaks with Tom Catalano of Springpoint Group. They discuss the role of an owner's representative in the construction industry, emphasizing the importance of building productive teams, setting clear goals, and maintaining strong client relationships. He addresses common misconceptions about owner reps, the challenges of craftsmanship in construction, and the evolving market trends, particularly in high-demand areas like the Mountain West. Catalano also shares insights from his experiences with tech clients and the value of curiosity and continuous learning in his role.TOPICS DISCUSSED01:05 Introduction and Understanding Owner Representation02:50 The Growth of Springpoint Group05:50 Misconceptions About Owner's Reps07:00 The Role of Owner's Reps in Project Success12:30 Building Productive Teams14:50 The Importance of Fairness and Accountability17:50 Navigating Client Expectations19:30 Coaching Clients to Success21:40 Transforming Client Relationships23:30 The Ideal Client: Trust and Joy25:00 The Power of Referrals26:00 Maintaining a Positive Work Environment28:20 The Importance of Expertise29:00 Succession Planning and Evolving Roles32:30 Craftsmanship Across Regions38:00 The Trade Skills Gap40:00 Organic Growth in Business42:20 Unexpected Career Paths43:45 Lessons from Tech Clients51:00 Emerging Markets in Real Estate CONNECT WITH GUESTTom CatalanoWebsiteLinkedInInstagramKEY QUOTES FROM EPISODE"No is a powerful word.""We have a no asshole policy.""No idea is a bad idea."

Fire Chief Mark Niemeyer of the Boise Fire Department discusses Succession Planning & Culture. Understand that your leadership path does not have to be traditional. Winning breeds winning and losing breeds losing. Train your people so well that they can go anywhere, but treat them so well they won't. A fire chief's #1 job is to 1) Layout the vision, #2) motivate your people and #3) Support them. All FF's should find themselves smiling more than you complain!

Alfredo Ramirez, Director of the Operation Analysis Office at the Tennessee Department of Public Health, explains how his department expanded its contract tracking system to enhance efficiency and manage grants across their life cycle; Kellie Waugh, Analyst of Health Improvement and Healthy Aging at ASTHO, shares how a new report can help state health agencies to support communities impacted by Alzheimer's disease and related dementias by highlighting recent legislative activity and examples of promising strategies; tomorrow, Thursday October 2nd, ASTHO will host the final installment of its Succession Planning webinar series about putting the plan into action; and sign up for ASTHO's legislative alerts to make sure you don't miss any updates on the current federal government shutdown.  ASTHO Blog: Tennessee and Connecticut Are Transforming Procurement and Grant Management Systems ASTHO Report: From Policy to Practice: Supporting Brain Health and Caregiving at the State Level ASTHO Webinar: Succession Planning Part 3 of 3: Putting the Plan into Action ASTHO Web Page: Legislative Alerts  

Most GCs never get acquired. Cross Management Corporation did. Anne Caruso, CEO of CMC, explains how culture, client loyalty, and succession planning made her construction company attractive to Shimizu, a $14B Japanese contractor that acquired a majority stake. From her own journey into the CEO role to lessons on treating subs as partners and planning leadership continuity, Anne shares a roadmap for every GC that wants to be attractive to outside buyers.

Are you building a business… or just your own very stressful job? Lauren Goldstein (aka the Biz Doctor) joins Michelle to discuss what makes a business “legacy” versus “lifestyle,” and why your self-worth shouldn't be tied to your revenue report. From setting boundaries that actually stick, to leveling up in the age of AI, this conversation is a crash course for leaders, freelancers, and anyone determined not to reply to Slack messages from bed. Get the real secrets to finding freedom inside and outside of work.   Lauren Goldstein is who 7- and 8-figure business owners call when they're stuck in the weeds of success and need their business to truly run without them. An award-winning business consultant and advisor, she is the founder of Golden Key Partnership, a boutique business consulting firm where for over a decade she has fixed broken team dynamics, untangled operational chaos, and helped leaders reclaim their time and sanity. Nicknamed The Biz Doctor®, Lauren diagnoses what is actually holding the business back and builds custom strategies that create clarity, capacity, and a culture that scales. Her work has helped some of the most respected small business owners build companies they actually enjoy running again, and through her top 5% globally ranked podcast, The Biz Doctor®, she shares those same unfiltered insights and tactics with business owners ready to lead smarter and work less. ------------------------ In today's episode, we cover the following: Legacy and succession planning Legacy business vs. lifestyle business Personal brand vs. professional brand Identity, purpose, and burnout Productivity, structure and the work-life balance The 48-72-hour rule Mental health in entrepreneurship and employment Setting boundaries as an employee or freelancer AI's current role in business Future proofing your career with AI in the game Navigating uncertainty and community support ---------------------- RESOURCES: Episode 136: How to Scale Your Business Sustainably with Lauren Goldstein Listen to Lauren's podcast: The Biz Doctor Podcast https://www.goldenkeypartnership.com/podcast/ ----------------------- Guest info: To learn more about Lauren and her consulting, follow her on Instagram @ItsLaurenGoldstein and LinkedIn @LaurenGoldstein and visit her website, GoldenKeyPartnership.com ----------------------- Boring packaging? Forgettable branding? Sticker Giant fixes that with custom stickers and labels designed to make your brand stick—literally. Use code KMA25 at stickergiant.com for 25% off your first order. ----------------------- WORK WITH MKW CREATIVE CO.   Connect on social with Michelle at: Kiss My Aesthetic Facebook Group Instagram Tik Tok ----------------------- Did you know that the fuel of the POD and the KMA Team runs on coffee? ;) If you love the content shared in the KMA podcast, you're welcome to invite us to a cup of coffee any time - Buy Me a Coffee! ----------------------- This episode is brought to you by Zencastr. Create high quality video and audio content. Get your first two weeks free at https://zencastr.com/?via=kma. ----------------------- This episode of the Kiss My Aesthetic Podcast is brought to you by Audible. Get your first month free at www.audible.com/kma.   This episode was edited by Berta Wired Theme music by: Eliza Rosevera and Nathan Menard

In this episode of C.U. On The Show, host Doug English sits down with leadership and succession expert Deedee Myers to unpack what modern, strategic succession planning looks like in 2025. From board governance and culture to developing internal candidates who can truly compete with the external market—and keeping the executive team aligned as timelines shorten—this conversation gives credit union leaders a clear, actionable path. Looking for the video version? Check out our YouTube Channel!Visit the ACT Advisors Blog for a written summary of this episode.

Our dear friend Christal Cherry and Founder + CEO of The Board Pro and F3 Fabulous Female Fundraisers is back for a third time—yes, a true 3-peat in podcast appearances—bringing her wealth of experience in transforming nonprofit boards into vibrant, engaged communities.

Farm transition plans are starting to include non-family members and it offers unique opportunities and challenges in succession planning. We will cover how transition plans have evolved, lending support, essential items, tools, economic pressures and policy items.  Dairy Stream host, Joanna Guza, and guest Bill Oppriecht of Compeer Financial discuss the following topics:  Evolution of farm transitions Lender support Essential items What's driving the shift to non-family members Successful example of a blended farm ownership Risks for non-family members Lending tools or resources Biggest challenge Economic pressures Advice to dairy owners who don't have a successor Policy Reviewing transition plans Special thanks to Compeer Financial for sponsoring this episode. About the guest Bill Oppriecht is a senior dairy lending specialist at Compeer Financial. He has been part of the Farm Credit System for more than 11 years, with the last six years focusing specifically on dairy operations. Bill grew up on a small dairy farm and uses that background to help support dairy producers in southern Wisconsin. Bill graduated from University of Wisconsin-Platteville, double majoring in ag business and animal science with a dairy emphasis. He is a member of Dairy Business Association, Professional Dairy Producers, Farm Bureau and the Wisconsin Holstein Association. Bill resides in southwestern Wisconsin with his wife, Heidi, and two sons, Alex and Evan.  Resources Success in Succession Planning series (1 of 3): How to get organized Success in Succession Planning series (2 of 3): Financial analysis Success in Succession Planning series (3 of 3): Legal and mediation Dairy Streamlet: Succession planning and creating generational wealth Succession planning and creating generational wealth Compeer Financial is proud partner of Dairy Stream.  Learn more about Dairy Stream sponsorship. This podcast is produced by the Voice of Milk, a collaboration of individual dairy organizations working to improve the future of dairy farm families. Become a sponsor, share an idea or feedback by emailing podcast@dairyforward.com.  Join us at Dairy Strong on January 14-15 in Green Bay, Wisconsin. Gain timely political updates, dive into the dynamics of producer-processor relationships and learn strategies to sustain a stronger future for dairy through innovation and collaboration. United together, we're leading with purpose—one person, one policy and one farm at a time. To learn more, visit dairystrong.org.

On this episode of Agency Nation Radio, Peter van Aartrijk, executive vice president at Aartrijk is joined by Lee Gaudette, president of Gaudette Insurance, and his son, Peter Gaudette, commercial insurance advisor at Gaudette Insurance, and Keith Mangini, Vice President and Commercial Team Leader at InsurBanc. They explore father-son work dynamics, succession planning in family agencies, and the aspirations that drive the next generation forward. The conversation also offers practical tips for family-owned agencies preparing to change ownership. “Succession isn't just about passing down a business,” Mangini says. “It's setting up that next generation for success. As a lender, I can help build that financial bridge, but the real success comes from the family being aligned on the vision and how they're going to move forward in the future.” Agency Nation Radio is where insurance professionals turn on the mic and share unscripted stories about leadership, technology, marketing, success, and failure—stories that helped make them the professionals they are today. From Main Street USA to the pages of Independent Agent magazine—we've got the stories you want to hear. For more, catch Agency Nation Radio on your favorite streaming platform or visit iamagazine.com/podcasts.

Dr. Joseph Kanter, CEO of ASTHO, joined Dr. J. Nadine Gracia, President and CEO of Trust for America's Health (TFAH), Rhea Faberman, Director of Strategic Communications and Policy at TFAH, and Lori Freeman, CEO of NACCHO, during a recent briefing about TFAH's report that details the impact of CDC funding on public health; Madelyn Maxwell, Healthy Aging and Falls Prevention Project Coordinator for the Oklahoma State Department of Health Injury Prevention Service, shares how her state is working to engage communities in prevention efforts during Falls Prevention Awareness Week; the final session of ASTHO's Succession Planning webinar series with a focus on putting plans into action takes place October 2nd; the highlights from last month's Public Health Infrastructure Grant Annual Recipient Convening are available online now; and CDC has issued a Health Alert Network Health Advisory about a new outbreak of Ebola virus disease in the Democratic Republic of the Congo.  TFAH Report: Public Health Infrastructure in Crisis: HHS Workforce Cuts, Reorganizations, and Funding Reductions: Impacts and Solutions National Council on Aging: The 2025 National Falls Prevention Action Plan ASTHO Report: Expanding Falls Prevention Through Surveillance, Community-Clinical Linkages, and Strategic Planning and Evaluation ASTHO Blog: Strengthening Policies to Prevent Older Adult Falls ASTHO Webinar: Succession Planning Part 3 of 3: Putting the Plan into Action PHIG Partners: 2025 PHIG Convening Builds Stronger Connections, Inspires Action, and Advances Data Modernization CDC Health Alert Network: Ebola Outbreak in the Democratic Republic of the Congo  

The Dairy Streamlet is a condensed version of a long Dairy Stream episode and covers the high-level points of the conversation. If this topic interest you, then listen to the full episode on September 24. Farm transition planning is an important topic that we continue to cover on Dairy Stream as new tools and insights are shared. Dairy Stream host, Joanna Guza, and guest Bill Oppriecht of Compeer Financial discuss essential items, involving non-family members, resources and how to keep tabs on your succession plan. Special thanks to Compeer Financial for sponsoring this episode. About the guest Bill Oppriecht is a senior dairy lending specialist at Compeer Financial. He has been part of the Farm Credit System for more than 11 years, with the last six years focusing specifically on dairy operations. Bill grew up on a small dairy farm and uses that background to help support dairy producers in southern Wisconsin. Bill graduated from University of Wisconsin-Platteville, double majoring in ag business and animal science with a dairy emphasis. He is a member of Dairy Business Association, Professional Dairy Producers, Farm Bureau and the Wisconsin Holstein Association. Bill resides in southwestern Wisconsin with his wife, Heidi, and two sons, Alex and Evan.  Compeer Financial is proud partner of Dairy Stream.  Learn more about Dairy Stream sponsorship. This podcast is produced by the Voice of Milk, a collaboration of individual dairy organizations working to improve the future of dairy farm families. Become a sponsor, share an idea or feedback by emailing podcast@dairyforward.com.  Join us at Dairy Strong on January 14-15 in Green Bay, Wisconsin. Gain timely political updates, dive into the dynamics of producer-processor relationships and learn strategies to sustain a stronger future for dairy through innovation and collaboration. United together, we're leading with purpose—one person, one policy and one farm at a time. To learn more, visit dairystrong.org.  

What if I told you that the biggest risk in your leadership pipeline isn't a lack of talent—it's the way you're thinking about it? Turns out, the next generation of global leaders aren't just waiting to be tapped on the shoulder. They're quietly crossing borders, blending cultures, and navigating AI-fueled change while most organizations are still playing catch-up with last year's playbook. But here's the kicker: the strategies that actually retain top talent and future-proof your teams might look nothing like what's worked before. So, what's the one shift that could turn your leadership succession into your biggest competitive edge? Let's dig into it… In this episode, you will be able to: Discover how future-proofing leadership skills can keep your team ready for whatever comes next in a fast-changing world. Master succession planning techniques that ensure smooth leadership transitions across your global organization. Unlock strategies to retain top talent by creating engaging and inclusive environments where diverse teams thrive. Enhance cultural fluency to build leaders who connect deeply and lead effectively in diverse, international settings. Explore the impact of AI on leadership roles and learn how to adapt your leadership approach for the digital age. The key moments in this episode are:00:00:00 - Connecting and Engaging on Substack for Deeper Leadership Insights 00:01:10 - Future-Proofing Leadership: Global Succession Planning and Cultural Fluency 00:03:23 - Prioritizing Wellbeing and Human Limits in Leadership 00:06:00 - Diversity and Inclusion as Strategic Levers in Leadership and Succession 00:07:30 - Embracing Agility, Emotional Intelligence, and AI in Leadership's Future "If your pipeline looks like yesterday's leadership, your organization likely won't survive tomorrow." - Lori Adams-Brown "The future belongs to leaders who are adaptable, inclusive, and digitally fluent—not just those with the right title on paper." - Lori Adams-Brown "Succession planning isn't just an HR task; it's a strategic growth lever that unlocks innovation and builds leaders who can thrive across borders and technologies." - Lori Adams-Brown Check out Get On Board Week with How Women Lead and consider participating next year. Find me on LinkedIn and send a direct message to connect or continue the conversation about leadership development. Share this podcast episode with a coworker, family member, book club, or anyone who would benefit from the conversation. Follow Lori on LinkedIn for more insights from Get On Board Week and the Talent Management Conference. Sign up for BetterHelp at www.betterhelp.com/difference to receive 10% off your first month of professional therapy. https://www.aworldofdifferencepodcast.com https://www.youtube.com/@aworldofdifference https://www.linkedin.com/company/aworldofdifference/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr. Susan Kansagra, Chief Medical Officer at ASTHO, discusses updates to federal health initiatives that continue to impact public health agencies, including the latest report from the Make America Health Again Commission and recent activity regarding vaccines; Tiffany Day, Public Health Specialist with the Henry County Health Department in Ohio, previews what she'll discuss as a speaker during ASTHO's Succession Planning webinar session tomorrow, and highlights how succession planning can enhance the existing public health workforce; it's Telehealth Awareness Week and ASTHO's resource page has everything your department needs to expand its telehealth initiatives; and applications are now open for the second cohort of the Leadership Exchange for Adolescent Health Promotion Plus Community of Practice, which can help health agencies advance health education.  U.S. Dept of HHS: MAHA Commission Unveils Sweeping Strategy to Make Our Children Healthy Again U.S. Dept of HHS: CDC's Advisory Committee on Immunization Practices to Meet September 18-19 ASTHO Blog: Levers for Preventing Chronic Disease That Intersect with Key MAHA Report Themes ASTHO Web Page: Telehealth ASTHO Webinar: Succession Planning Part 2 of 3: Laying the Groundwork ASTHO Web Page: Leadership Exchange for Adolescent Health Promotion Plus (LEAHP+) Community of Practice Cohort 2  

In the Season 6 premiere of the Wealth Planning for the Modern Physician Podcast, host David Mandell welcomes Dr. Cynthia Matossian, an accomplished ophthalmologist, entrepreneur, and industry leader. Dr. Matossian shares her unique journey into medicine, starting from an initial interest in political science and international relations before ultimately discovering her passion for ophthalmology. She discusses the early challenges she faced in starting her own practice in 1987, particularly as a woman seeking financial backing in a male-dominated field, and the resilience and determination that fueled her success. Dr. Matossian reflects on the growth of her solo practice into a thriving multi-location enterprise with 14 physicians and over 90 employees. She emphasizes the importance of delegation, transparency, and staff empowerment in building an efficient, patient-focused practice. Her insights into practice management include implementing scribes to reduce physician burnout, investing in proper business education, and hiring skilled managers to bring structure and professionalism to the organization. She also highlights her personal approach to financial planning, beginning with small investments guided by a trusted advisor, which laid the foundation for long-term financial success. The conversation also explores Dr. Matossian's involvement in industry innovation, her leadership in clinical trials, and her founding of GPOptho, a group purchasing organization designed to help practices lower costs through collective buying power. She shares valuable advice for physicians considering private equity transactions, stressing the importance of preparing years in advance and selecting the right advisors. Ultimately, Dr. Matossian underscores the critical need for physicians to educate themselves on the business of medicine early in their careers, pairing clinical excellence with sound financial and practice management strategies. Learn more, including additional show notes, links, and detailed key takeaways, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

What if your CEO, ED, or key board member walked out tomorrow? Leadership transitions can shake nonprofits to the core—but they don't have to. In this episode, I reveal why traditional org charts make you fragile, the simple shift that keeps your nonprofit steady, and practical steps you can take today to turn any leadership change into an opportunity instead of a crisis. Episode Highlights 01:16 The Impact of Leadership Transitions 02:26 Understanding Organizational Structure 05:11 The Leadership Blueprint 10:01 Practical Tips for Leadership Transitions Resource The Board Clarity Club A monthly membership for boards that provides training and live expert support to help your board have total clarity on how to be the best board possible. Learn More >> About Your Host Have you seen Casino Royale? That moment when Vespa slides in elegantly, opposite James, all charming smile, razor-sharp wit and mighty brainpower, and says, “I'm the money”? Well, your host, Sarah Olivieri has been likened to Vespa by one of her clients – not just because she's charming, beautiful and brainy– but because that bold statement “I'm the money” was, as it turned out, right ON the money. Sarah helps nonprofits transform their organizations from failing to thriving. And she's very, very good at it. She's brought nonprofits back from the brink of insolvency. She's averted major cash-flow crises, solved funding droughts, board conflicts and everything in between… and so she has literally become “the money” for many of the organizations she works with. As the former director of 3 nonprofits and founder of 5 for-profit businesses, she understands, deeply, the challenges and complexities facing organizations and she's created a framework, called The Impact Method®️, which can help you simplify operations, build aligned teams and make a bigger impact without getting overwhelmed or burning out – and Every. Single. One. Of her clients that have implemented her methodologies have achieved the most incredible results. Sarah is also a #1 international bestselling author, holds a BA from the University of Chicago with a focus on globalization and its effect on marginalized cultures, and a master's degree in Humanistic and Multicultural Education from SUNY New Paltz. Access additional training at www.pivotground.com/funding-secrets or apply for the THRiVE Program for personalized support at www.pivotground.com/application Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

Catriona Morrissey, News Editor, Farmers Journal

Marissa Eyanson, Director of Behavioral Health for the Iowa Department of Health and Human Services, shares how her department is breaking down silos between its behavioral health and disability service systems to make it easier for Iowans to access care; Dr. Paul Petersen, Director of the Emergency Preparedness Program with the Tennessee Department of Health, explains how his state teamed up with ASTHO to strengthen its Healthcare Resource Tracking System (HRTS) and support emergency preparedness efforts; on September 16th, PHIG Partners Public Health Data Modernization Implementation Center Program will hold the first of two Q&A sessions on Wave 2 applications; and Thursday, September 18th, ASTHO will host its second session in its three-part Succession Planning series to help public health agencies develop a more resilient workforce. Iowa HHS: State of Iowa Launches New Behavioral Health and Disability Services Systems ASTHO Resource: Public Health Preparedness PHIG Partners: Public Health Data Modernization IC Program Wave 2 Q&A (Session 1) ASTHO Webinar: Succession Planning Part 2 of 3: Laying the Groundwork  

Wealth management is often seen as a numbers game—assets under management, returns, tax exposure—but for Paul Carroll, it's always been about people first. As the CEO and founder of Avion Wealth, Carroll has spent nearly two decades building a firm that redefines what it means to serve high-net-worth individuals and families. With a philosophy rooted in trust, leadership, and strategic clarity, he has grown Avion Wealth into a firm that manages over $850 million in assets, while maintaining a deep personal connection to clients and team members alike. Carroll's approach to wealth management was shaped by his early life experiences—arriving in the U.S. at 17 with just $200, joining the Air Force to fund his education, and eventually earning degrees from the University of Maryland and Texas A&M. That grit and resourcefulness laid the groundwork for a professional path that would favor clarity over complexity, service over sales. Rather than adopting the standard broker-dealer model, Carroll built Avion Wealth around a consultative framework designed to deliver holistic financial planning that aligns with clients' evolving goals and values. A central theme of Carroll's leadership is the development of a self-managing team. He's the first to admit he didn't know everything when he started out, but his drive to learn—paired with an unwavering curiosity—helped him grow both as a leader and a strategist. He believes firmly in the idea that the people who get you to one level of success may not be the same ones who take you to the next. That's why hiring, mentorship, and team development are non-negotiable components of his wealth management philosophy. Surrounding himself with A-players has allowed him to shift his role from day-to-day management to visionary leadership, which continues to propel the firm forward. For business owners and executives navigating their own financial journeys, Carroll's message is clear: complexity doesn't equal effectiveness. In fact, one of his biggest lessons came during the 2008 financial crisis, when a strategy designed to attract a niche market completely missed the mark. Instead of folding, Carroll pivoted quickly—realigning his firm's focus on the types of clients who truly valued their model. That flexibility, paired with a willingness to act and adjust, has become a defining element of his wealth management strategy. Ford Saeks, a longtime business strategist and host of Fordify LIVE, highlights the importance of this kind of mindset. Whether you're leading a financial advisory firm, a franchise system, or a high-growth startup, the principles are the same. Leadership isn't about knowing everything—it's about creating an environment where growth, curiosity, and clear execution thrive. Saeks often emphasizes that business success is built on systems, people, and positioning—three areas where Carroll's leadership offers a practical blueprint. One area where Carroll stands out is his perspective on referrals and business development. Rather than focusing on transactions or outbound marketing, he invests in relationships with centers of influence—accountants, attorneys, and other professionals who trust him enough to introduce their clients. That kind of trust isn't earned overnight. It's built through reputation, results, and the ability to consistently deliver value. Carroll notes that people don't refer others to help you—they refer because they believe you can help someone they care about. In a field where technical knowledge is table stakes, Carroll brings a human-centered lens to wealth management. His firm's success has been shaped not just by financial acumen, but by an ability to listen, lead, and stay aligned with clients' real-world needs. Whether advising on tax strategies, succession planning, or charitable giving, Carroll and his team act less like service providers and more like partners—guiding clients through every stage of growth, transition, and legacy. For professionals looking to elevate their own approach to wealth management—or simply lead with more intention—the takeaways are clear: Build a team that supports your vision. Stay curious. Act before you're ready. And never underestimate the power of meaningful relationships. Watch the full episode on YouTube. Catch future episodes of Fordify LIVE every Wednesday at 11:00 a.m. Central on all social media platforms. New podcast episodes of The Business Growth Show release every Thursday. About Paul Carroll Paul Carroll is the founder and CEO of Avion Wealth, LLC, a firm dedicated to delivering client-first, consultative wealth management solutions for high-net-worth individuals and families. With a background in finance, military service, and leadership, Paul built Avion Wealth to challenge the traditional sales-driven advisory model by prioritizing strategic planning, open communication, and long-term relationships. He is a CERTIFIED FINANCIAL PLANNER™ and leads a high-performing team that shares his commitment to excellence, trust, and service. To learn more about Paul Carroll and the services offered by Avion Wealth, visit AvionWealth.com. About Ford Saeks Ford Saeks is a Business Growth Accelerator with over two decades of experience helping organizations—from startups to Fortune 500s—generate over a billion dollars in sales. As the President and CEO of Prime Concepts Group, Inc., Ford is known for his ability to help businesses attract loyal customers, elevate brand visibility, and drive strategic innovation. An accomplished entrepreneur, Ford has founded more than ten companies, authored five books, and holds three U.S. patents. His impact spans marketing, leadership, and operational performance, with a focus on delivering real-world results. A recognized expert in AI prompt engineering, Ford recently shared his insights at the Unleash AI for Business Summit, where he explored how tools like ChatGPT are transforming business strategy and the customer experience. Learn more about Ford Saeks at ProfitRichResults.com and watch his TV show at Fordify.tv.

In this episode of the Expert Network Team podcast, we're joined by Jeff Eliason, Managing Director at SDR Ventures, to unpack the full process of selling your business—and how to position yourself for not just one, but two potential payouts. Jeff breaks down what it means to “run a process,” how to prepare for a successful exit, and why recurring revenue businesses are hot in today's M&A environment. Plus, Jeff Krommendyk shares a firsthand account of navigating an earnout with his own business. You'll learn: - What investment bankers really do - How to protect your valuation during due diligence - Why boring businesses with moats attract serious buyers - What the “second bite of the apple” really looks like - Why AI and recurring revenue are shaping today's deals This episode is a must-listen for business owners exploring succession, sale, or scaling. Geoff S. Eliason, Principal SDR Ventures geliason@sdrventures.com 720.221.9220 Expert Network team provides free consultations. Just mention that you listened to the podcast. Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) 473-7644nmerrill@goodspeedmerrill.comTaylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008tsmith@goodspeedmerrill.comwww.goodspeedmerrill.com Jeff Krommendyk, Insurance ExpertWorking with business owners and successful families in transferring riskOne Digital Insurance Agency(303) 730-2327jeff.krommendyk@onedigital.comKarl FrankFinancial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxedCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) 690.5070karl@assetsandincome.comWebcasts, Podcasts, Streaming Video, Streaming AudioA&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted.All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I.A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios.A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this podcast is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.

In this episode, Bill interviews successful Levinson Agent, Kent. After 20+ years in the industry, Kent was able to re-invent himself and grow his business 10X in the past 1-2 years! Listen & learn from this valuable interview so you can capture these same strategies for your practice! Kent's Biography:  Kent has 20+ years of experience with individual, group, & business Insurance sales. His strong professional background in banking and insurance offers an advisory approach to his business which results in strong and lifelong client relationships. Kent grew up in Durant, OK and worked for FUB while getting his bachelor's degree. He currently resides in Austin, TX with his wife Rena, where they spend time with three adult children and grandson playing golf, boating, and anything that offers family time. Kent brings relationships with over 60 life insurance carriers, over 12 long-term care/hybrid carriers, 7 disability carriers, and quality healthcare options like Blue Cross, Cigna, Aetna, and United Health Care. Group Benefits include and are not limited to Health Insurance, Accidental Death & Dismemberment, Disability, Long-Term Care, Guaranteed Issue Life, Accidental Death, and Critical Illness. His career focus has been on Succession Planning with business owners, encompassing all the mentioned products. -Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson  Podcast: levinson.libsyn.com YouTube Library: @thelevinson1

Former ASTHO President Dr. Anne Zink, Senior Clinical Fellow at Yale University and practicing emergency medicine physician, shares how PopHIVE, an interactive database of de-identified, population-level health data, can help public health providers navigate health trends in their respective jurisdictions; Joy Ermie, Health Commissioner of Henry County Health Department, discusses ASTHO's upcoming webinar series on succession planning explains how it can help address various public health challenges; Dr. Sameer Vohra, Director of the Illinois Department of Public Health, gave the closing keynote last week at the National Conference on Tobacco or Health in Chicago; and ASTHO's State and Territorial Administrative Readiness (STAR) Center offers resources, tools, and best practices to help your agency build infrastructure and address critical population health needs. PopHIVE Web Page ASTHO Webinar: Succession Planning Part 1 of 3: Building the Case for Succession Planning National Conference on Tobacco or Health (2025) ASTHO Resource: State and Territorial Administrative Readiness (STAR) Center