In this episode: Rod Zeeb speaks with Matthew Jarvis about the importance of collaboration between financial advisors and estate planning attorneys to ensure clients' estate documents align with their wishes. Learn about the key factors that clients take into consideration when choosing professionals to work with and strategies to encourage clients to take action on estate planning to avoid complications in the future.
Length: 29 minutes
In this episode: Rod Zeeb and Lori Coonen, Chief Learning Officer discuss culture, how to build it, and why it is important to the success of families.
Length: 28 minutes
In this episode: Rod Zeeb speaks with Lori Coonen, Chief Learning Officer about The Heritage Institute’s Alignment Milestone Training Program, what it includes, what you can expect during training and how effectively this training can be used in your practice.
Length: 35 minutes
In this episode: Why do families set up family trust companies? Why is now an important time to consider doing estate planning and setting up a family trust company? Rod talks with Cindy Steeb of Clearstead about her new book and how private family trust companies can help families preserve multi-generational wealth.
Length: 39 minutes
In this episode: Kristin Keffeler, Marlis Jansen, and Rod discuss what the Practice Element of Wealth 3.0 really is, and how it differs from many professionals’ perceptions of what it is.
Length: 39 minutes
In this episode: How do you find your Focus? Rod and Tammi Brannan of Blueprint Process, discuss how you can find your Purpose, which is your reason for being here. Once you know that, you're motivated to select only those projects and relationships that help you fulfill that reason. Focus is then naturally achieved and on point for you, your people, and God.
Length: 22 minutes
In this episode: To sustain a legacy of transgenerational success requires a focus on the family side of the family wealth equation. Conventional wisdom says that family governance is the way to do that. In this episode, Thomasina Williams, Founder of Sankofa Legacy Advisors, shares a leadership development approach for going beyond family governance to build a Connected & Capable Family™ of engaged stewards of both a family's financial and non-financial resources.
Length: 43 minutes
In this episode: How important is the coordination of a family’s legacy plan and their values with their assets and valuables? In this podcast, Rod Zeeb and Paul Binnion of Hanlon Investment Management discuss where the industry is lacking today and how they envision correcting those shortcomings.
Length: 25 minutes
In this episode: Are your Clients’ families prepared if they lose the ‘recordkeeper’ of the family? Whether that is the family patriarch, another family member, or trusted professional, Rod speaks with Josh Kanter of leafplanner on how to create a leafplan to apply a family office lens to the collection, organization, and mapping of a family’s and family enterprise’s information in a single-source manner, allowing a family to identify blind spots, take proactive and corrective actions, educate family members and advisors, and prepare a family for an effective, comprehensive, and efficient succession-of-information.
Length: 32 minutes
IF YOU WANT TO LEARN MORE, CHECK OUT OUR LATEST EXPAND YOUR PRACTICE SESSION WITH JOSH KANTER HERE
In this episode: Exciting changes are afoot in the field of family wealth advising! Instead of focusing on the negative behaviors that lead to the dissipation of assets and degradation of family relationships, we are now being called on to emphasize the client’s strengths and focus on constructive behaviors and conversations to help them thrive. Join Rod as he discusses this topic with Marlis Jansen, a licensed therapist and wealth dynamics coach who, through her firm Graddha LLC, serves ultra high net worth individuals, couples, families and family offices.
Length: 29 minutes
In this episode: Rod Zeeb and Donald Dee of Rare Coins of New Hampshire, discuss how precious metals and numismatic coins are considered safe havens in the investment world as they provide an effective hedge and help to mitigate losses when financial investment vehicles falter or fail. Given the current economic environment, precious metals and numismatic markets are now providing robust returns and are of great appeal to many investors. However, investors must be aware that all precious metals and numismatic firms are not created equally and must choose firms wisely.
Length: 25 minutes
In this episode: Rod speaks with Cary Fry of Kalamath Consulting Group about how to uncover opportunities with business owner clients in transition planning that monetizes the value of their business to help them live their best life as a result of their work.
Length: 33 minutes
In this episode: Rod’s conversation with Kristin Keffeler, Founder & Principal of Illumination 360, continues with a discussion of Wealth 3.0 and how this concept proposes that our profession needs to take a new direction that emphasizes family strengths, developing capability, and collaboration.
Length: 34 minutes
In this episode: Rod talks with Kristin Keffeler, Founder & Principal of Illumination 360, about how to focus on the path to thriving for the rising generation and the key role that the trusted advisor plays.
Length: 37 minutes
In this episode: Rod Zeeb and Lori Coonen, CLO of The Heritage Institute, discuss specific examples of the differences between Wealth 2.0 and Wealth 3.0 and highlight the important elements of our training that keep you as a leading advisor in the industry.
Length: 30 minutes
In this episode: Rod and Hugh Ballou of SynerVision Leadership Foundation, talk about leadership. How good leaders use Expectations and Confrontation for GOOD! And the 3 Things You MUST Do to be a Great Leader.
Length: 29 minutes
In this episode: Rod & Doug Gray, Co-Founder of Assess Next Gen and a Consultant with The Family Business Consulting Group, discuss trends in both qualitative and quantitative assessments that are available, how to access the assessments, and collaborators to help you if you want them.
Length: 26 minutes
In this episode: Rod and Gayle Reaume, Founder of Moolah U, discuss the importance of teaching children what money is and how money works through hands-on experiences, building confidence and stability in the financial future of the Next Generation.
Length: 35 minutes
In this episode: Rod chats with FairSplit founder, David MacMahan about FairSplit.com, an online platform for transparent and efficient, listing and dividing assets online. Whether simply needing a proven process, or needing an independent third-party to manage a fair division, the FairSplit.com platform and services address one of the most challenging areas for executors, trustees, and heirs.
Length: 37 minutes