In this episode: A conversation with Rod and Doug Markewich, Family Coach at Quadrant Private Wealth, regarding the impact that framing (or lack thereof) has had on real cases.
Length: 32 minutes
EPISODE 19: The Philanthropic Forecast: 2023 and Beyond
In this episode: Rod talks with Dianne Chipps Bailey, National Philanthropic Strategy Executive at Bank of America and Chair of the Women’s Philanthropy Institute (WPI) Council, about the future of philanthropy. Dianne shares the latest research from Bank of America and WPI and explores top trends including the demographic shifts in religion, priorities, and practices of affluent Americans, and the growing power of women as philanthropists.
Length: 27 minutes
Are you interested in learning more about the Increasing Role of Women or concerns for the Future of Philanthropy from DIANNE CHIPPS BAILEY?
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EPISODE 18: Helping Clients Use Your and Other’s Expertise
In this episode: Rod talks with Paul Edelman of Edelman & Associates, about how to make it easier for clients to tap your expertise by fostering their sense of efficacy and control. They also address when and how to make a referral to a third-party coach or facilitator.
Length: 33 minutes
EPISODE 17: Independent Trustees-What They Do and How They Benefit Planning Professionals and Their Clients
In this episode: Rod talks with three Independent trustees - Daniel Felix, Frank Mullins, and Steven Marken, who explain what they do, how they work with professionals, and the benefits for both the planning professionals and the clients in the right situations.
Length: 44 minutes
EPISODE 16: Purposeful Planning Institute - Changes Over the Last 20 Years
In this episode: Rod Zeeb and John A. Warnick of the Purposeful Planning Institute, discuss the changes the organization has seen over the last 20 years and how to navigate through the changing times.
Length: 37 minutes
EPISODE 15: Wealth 3.0: Tipping Point? Embracing the New Era of Rigor and Positivity in Our Work as a Field
In this episode: Jim Grubman, a family wealth consultant and educator, joins Rod to talk about the ongoing migration to Wealth 3.0 and enhanced research.
Length: 39 minutes
EPISODE 14: Boundaries with a Focus on Family Business
In this episode: Rod speaks with Melissa Mitchell Blitch, author of "In the Company of Family - How to Thrive When Business is Personal" about the importance of boundaries in families and helping them to thrive both as a family and as a business.
Length: 26 minutes
EPISODE 13: Integrating the Heritage Process® and Multi-Generational Planning into Your Financial Services Business
In this episode: Rod speaks with Rodger Johnson and Tiffany Kirgan from Johnson Financial Group to learn how they have integrated the Heritage Process and multi-generational planning into their financial services practice and the impact it has had on their clients, their relationships with their clients, and their business.
Length: 18 minutes
EPISODE 12: Author of 'Interdependent Wealth' Talks About Family Systems Theory
In this episode: Steve Legler, author, family legacy coach, and advisor works with business families and their members to help ensure that their generational transition will be successful. He joins Rod to discuss his book ‘Interdependent Wealth’ and talk about family systems, particularly the Bowen Family Systems Theory.
Length: 40 minutes
EPISODE 11: Understanding the Role of a Counselor in Multi-Generational Families
In this episode: Thayer Willis is an author, speaker, and leading authority in the area of wealth counseling. Born into the founding family of the multinational Georgia-Pacific Corporation, she brings to her field a unique insider’s perspective on contending with family dynamics as they relate to the mental and emotional challenges of wealth. Our topic is the psychology of wealth and the issues faced in the rare world of inheritors including some of the wrong assumptions that people make about that world.
Length: 24 minutes
EPISODE 10: Insight into the changes happening in the world of financial services
In this episode: Paul Binnion with Hanlon Investment Management talks about the changes that have happened and are happening in the investment advisory world from transactional relationships to consultative relationships.
Length: 36 Minutes
EPISODE 9: How philanthropy benefits professionals and the families they serve
In this episode: Marty Dutch, VP, Director of Philanthropy Services at First Foundation in Irvine, CA and Past President of the International Association of Advisors in Philanthropy talks about philanthropy and how it benefits both professionals and the families they serve.
Length: 42 Minutes
EPISODE 8: Discover the key to deeper, more significant, and longer-lasting client relationships
In this episode: Providing experiential learning experiences for your clients will lead to deeper relationships, higher client retention, more and better introductions, more revenue now and in the future, happier clients, and a more satisfying experience for the advisor.
Length: 16 minutes
EPISODE 7: A ‘shift’ is happening in the planning world
In this episode: There is a tsunami-level shift taking place in the planning world. You might not be aware of how deep it is. This shift is being driven by clients who are being more vocal than they have ever been about the outcomes they are seeking from the work they do with their advisors. Rod Zeeb suggests that you may not have the big picture about this shift, and what it means to your business.
Length: 18 minutes
EPISODE 6: How to become your client’s trusted advisor
In this episode: Most people experience different levels of trust with their various advisors, and your clients certainly trust you. But, are you the trusted advisor they call when anything major (not just legal or financial) happens in their lives? Here is how to move up to that level of trust.
Length: 22 minutes
EPISODE 5: The backstory of the Heritage Institute
In this episode: Heritage Institute founder and CEO, Rod Zeeb describes the origins and mission of the Institute, the value it delivers to advisors, and its development into the premier source of training for advisors who are ready to take their practices to the highest level.
Length: 12 minutes
EPISODE 4: How to enroll clients by utilizing a very special kind of conversation
In this episode: Lori Coonen, Master HDP & Chief Learning Officer, interviews Rod Zeeb about the use of a powerful and specialized kind of “Alignment Conversation” that advisors can use when enrolling new clients.
Length: 38 minutes
EPISODE 3: How Much Is Enough?
In this episode: Rod Zeeb tackles the age-old question that advisors regularly deal with when it comes to issues of inheritance and philanthropy: How much is enough to give the children? The answer, of course, begins with the phrase, “It depends!”
Length: 7 minutes
EPISODE 2: Estate Planning & the Great Shift
In this episode: Rod Zeeb talks with estate planning attorney David York about the shift that has been taking place in estate planning, where understanding and identifying what matters most to the client takes center stage.
Length: 32 minutes
Contact David York: E-Mail David at: David@yorkhowell.com, and visit him on the web @ www.yorkhowell.com
EPISODE 1: Collaboration
In this episode: Rod Zeeb talks with Randy Fox, who is a wealth strategist, philanthropic estate planner, educator, and speaker, about the importance of effective professional collaboration.
Length: 22 minutes
Contact Randy Fox: E-Mail Randy at: randyafox1@gmail.com, and visit his website: https://www.twohawksconsulting.com