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Let's Talk Family Enterprise

Family Enterprise Canada

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Lets Talk Family Enterprise explores global ideas, concepts and models related to family enterprise advising. Brought to you by Family Enterprise Canada, specifically created for FEA designates and members of Family Enterprise Canada.
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The podcast dedicated to Family Business. Working with your family can be both rewarding and challenging and this podcast provides you with practical tips and guidance on how to tackle some of these challenges. Check out the series on Governance, Succession, Family Dynamics and Family Business Theory. Each week we will explore the uniqueness of family businesses and provide you with the tools to help your business thrive.
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The First Bite

Shoreview Industries

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Have you ever wondered what it is like to partner with a private equity firm? The First Bite will take you through the real experiences of entrepreneurs and family business owners who have partnered with private equity. Tune in to hear it all… the challenges, misconceptions, triumphs, and advice from entrepreneurs who have taken their first bite! This series is presented by ShoreView Industries, a middle-market private equity firm based in Minneapolis, Minnesota.
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Thriving in Tandem: The podcast for married entrepreneurs

Robert and Kay Lee Fukui: Business and Marriage Coaches

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Helping married entrepreneurs reach their business goals while living a better-balanced life with their spouse and family The biggest challenge for married entrepreneurs isn’t simply succeeding in business, it’s succeeding in all areas of life. This show will take you behind closed doors to share with you the real stories, conversations, and hard moments that happen in every married couple’s life, especially when it’s amplified by the stress of building a business. Join your hosts Robert and ...
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The Family Business Leader Podcast is for the multi-generational family business leaders who are struggling, with the transition into upper management. There are few people that understand the relationship dynamics, pressures of trying to live up to someone else's legacy, and the overwhelm and isolation of running the family business. Leadership coach and founder of Successful Generations, Ellie Frey Zagel, gets it! After working in her family’s foundations since the age of 15 she understand ...
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The Inheritors

IVM Podcasts

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The Inheritors by Bloomberg|Quint Brand Studio is an existing property comprising of conversation between three Patriarchs/Inheritors/Family Business Owners and the Moderator. The series aims to showcase the massive contributions made by family businesses to the country’s economy. The Inaugural session at Bengaluru in July was an exclusive invite-only event attended by 40 family business owners , Founders, CEOs, Promoters, HNIs. Umesh Khaitan (Khaitan and Khaitan, Solicitors and Advocates), ...
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Local Business Stories by Alignable: Careers, Entrepreneurship, Local Business and Small Business

Alan Belniak | Interviews with small, local, and independent business experts and entrepreneurs across North America. Also passionate solopreneurs, small/medium businesses (SMBs), and small business owners (SBOs)

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Welcome to Local Business Stories by Alignable, where real business owners and leaders share real stories from Main Street. Each show, Alignable sits down with one of the local independent businesses that fuel the nation’s economy to understand what got them motivated, how they got started, what fuels their passion, and what keeps them going. You’ll hear stories from others just like you about some of the same issues you face, so you can learn from one another to move your business forward. ...
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Host Aileen Miziolek sits down with Philip Marcovici to explore long-term wealth continuity, the pitfalls of tax policy and how enterprising families can avoid common traps while building meaningful legacies. All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily repres…
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Host Steve Legler speaks with Dan Doty, an executive and wilderness guide, about his upcoming session at Family Enterprise Canada's Symposium in Halifax. Together, they discuss the challenges that fathers face when leading a business and a family, and how the roles and expectations of fathers are rapidly evolving. All views, information, and opinio…
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We often talk about priorities and what truly matters beyond the demands of business, but last week, we faced a real-life test of those values. In this episode, we recount the moment our condo fire alarm blared in the middle of the largest firestorm Southern California has ever seen. With fires raging near Malibu and just north of us in Pasadena, t…
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In our 65th episode, Aileen Miziolek sits down with ownership expert and co-author of Own It!: How to Develop a Family Enterprise Owner's Mindset at Every Age, Barbara Dartt, to ask her how she started and grew her career in the family business consulting world, what being an owner of a family enterprise can mean and the different roles that owners…
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Host Steve Legler speaks with Dr. Jeffrey Foote, one of the authors of Beyond Addiction: How Science and Kindness Help People Change. Together, they discuss how family members and FEAs can become important catalysts in helping people with addiction issues overcome them, for the benefit of the entire family. Welcome to Let’s Talk Family Enterprise, …
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Work-life balance is something many of us desire but often struggle to achieve. Over time, many have resigned themselves to the busyness of life, accepting it as the norm. However, the truth is, while work-life balance is simple to define, it can be mentally and emotionally challenging to implement. In this episode, we explore two key factors for a…
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Summary In this episode of the Family Business Podcast, Russ Haworth speaks with Annamaria Koerling, founding partner of Delfin Private Office, about the evolving landscape of family offices. They discuss the importance of governance, the unique challenges of succession planning, and the role of philanthropy in fostering family cohesion. Annamaria …
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Given the recent changes in legislation announced in the Budget, I am re-releasing this episode to highlight the value and importance of Lifeboat Drills for your Family Business. An actual lifeboat drill is essentially a practice evacuation of a ship using the lifeboats on board. I am not advocating everyone rushing out and practising evacuations, …
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Summary In this episode of the Family Business podcast, Russ Haworth and Matt Braithwaite discuss the critical importance of succession planning for family businesses, drawing on recent research conducted by the Society of Trust and Estate Practitioners (STEP). They explore the alarming statistics regarding the lack of succession plans and up-to-da…
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Regular hosts Steve Legler and Aileen Miziolek discuss some of their favourite guests and insights from the 2024 episodes of the Let's Talk Family Enterprise podcast. Hear them share their greatest takeaways to bring back good memories and encourage listeners to subscribe for more! Welcome to Let’s Talk Family Enterprise, a podcast that explores th…
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Summary In this episode of the Family Business Podcast, Russ Haworth interviews Sandy Pollack, author of 'Don't Leave a Mess.' They discuss the importance of clarity in estate planning, the impact of money scripts on family dynamics, and the qualitative factors that influence wealth management. Sandy emphasises the need for open family conversation…
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In this episode, Robert and Kay Lee Fukui discuss five common business mistakes that hinder growth and profitability while affecting work-life balance. They emphasize the importance of focusing on profit margins rather than just sales volume, the pitfalls of discounting, the necessity of tracking financial metrics, the value of hiring help, and the…
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In this episode, we discuss how entrepreneurs can often become so focused on their business that they miss the warning signs that both their marriage and business may be at risk. It's crucial to address small issues in your relationship early on before they grow into larger problems that are harder to fix. Tune in to learn about the key red flags y…
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Life can be a roller coaster ride with many highs and lows. Both Darryll and Brittany Stinson share their stories of successes and challenges growing up, marrying each other, building an amazing business, and raising four kids. Darryll was a Division 1 football and basketball player and voted Top 100 college athlete in 2008. When things went south …
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Join Aileen Miziolek as she sits down with Sandy Pollack, author of Don’t Leave a Mess and expert in values-based legacy planning, and Annie Stoneburgh, Death Doula and geriatric care specialist, to discuss the intersection of estate planning, family business transitions and end-of-life care. Discover how open, meaningful conversations can help fam…
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Procrastination can have benefits in business if reframed and used strategically. It is often driven by fear of failure or the desire for perfection. However, when we finally take action, we often realize that the process wasn't as bad as we imagined. Procrastination can also provide a learning period and allow for improvements to be made before la…
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Today, we will dive into the keys to becoming a high-performance leader at home and in your business. It’s all about taking control of your health that will make you perform better, think better, sell better, and lead better. Who doesn’t want that? But don’t worry, we’re not going to try and persuade to take on the newest diet and exercise fad that…
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When it comes to the inability to create work-life balance for many married business owners, there are issues common to most. The good news is that there are common solutions as well. These solutions don’t come from us solely but from other married entrepreneurs who’ve been able to sustain better balance in their lives. This is the two-year anniver…
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Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients. All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada. I…
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Imagine returning home after a hectic day at work, eagerly anticipating the warm embrace of your little girl, only to find her turning towards your spouse instead – a moment Tamra Andress vividly describes as her 'Tombstone moment.' It's a heart-wrenching realization that strikes at the core of one's identity. You may have pondered the question: Wh…
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In this episode, we’re cutting through the noise and getting real. No matter how successful your business becomes, it won't guarantee happiness. It won’t make your spouse love you more, improve your kids' behavior, or earn you genuine admiration. We've seen too many marriages falter under the misconception that achievements lead to happiness. The t…
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Whether you work with your spouse, are considering working with your spouse, or are saying to yourself “never” this episode is for you. Knowing how to recognize and utilize your spouse's gifts, talents, and abilities will help your business and enrich your marriage. In this episode, we interview Troy and Shantel Brooks, successful business owners a…
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Is it just me, or is building a business easier than growing your marriage? Let’s put it this way: Are you more inclined to attend a business seminar or a marriage workshop? Would you rather see a marriage counselor or hire a business consultant? For some reason, many of us prefer to work on our business rather than our marriage, so it’s no wonder …
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What if you achieved your dream of becoming something like a fighter pilot? What boy doesn’t? Then you achieve your BHAG of being accepted into Top Gun school. But in an instant the dream turned reality comes crashing down. Not only are you not able to enter Top Gun school training but ultimately, the Navy kicks you out because of your handicap. Wh…
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One of the most popular keys to a successful marriage is “compromise.” In our experience that is one of the most destructive methods in a marriage. The word compromise means “accepting a standard lower than is desirable.” Is that what you want for your marriage? I would think not but that is how many deal with disagreements. When we compromise in a…
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Who doesn’t want to close more sales deals? Without sales, you have no business yet some business owners really struggle with this part. If you only have a small staff most likely you, the business owner, are the chief salesperson. Like many owners, you don’t want to come across as salesy so you actually become less effective at it. The question is…
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When growing a business, we can get caught up focusing on the marketing and building systems as the keys to success. But at the end of the day it’s people that make it work. So knowing how to communicate and positioning your team in the proper roles can make the difference between average performance and a great one. This episode piggy backs on epi…
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Going from owning multiple successful businesses, fancy cars, and homes to living in a van and couch surfing. How would your marriage survive this? Hopefully, you’ll never have to find out but you can listen to this week’s guests, Tim and Glori Winders, to find out how they did it. The 2008 recession destroyed their real estate business and by 2013…
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They say communication is the foundation of a great marriage. But most people think talking is communicating. It is part of communication but it doesn’t necessarily mean you understand each other. Good communication means both parties understand each other and can resolve disagreements without blowing up into major conflict. This is where so many m…
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Can a prenuptial agreement strengthen your marriage and prevent a divorce? That’s not typically what we think about when we hear prenup. We’re just usually thinking of protecting our assets when we do get divorced. But this week’s guest, Aaron Thomas, is going to shed some light on the way he helps couples create prenuptial agreements. His process …
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Host Steve Legler speaks with Cathy Carroll, author of Hug of War: How to Lead a Family Business with Both Love and Logic. Together, they take a deep look at using the lens of Polarity Thinking to help family businesses work through many of the challenges they face, as well as how FEAs can use this tool to become better resources to their client fa…
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Marketing success can be elusive for many small business owners. Most rely on word of mouth (which is the best form of marketing) because they haven’t had much success doing anything else. Even if your business is doing well from word of mouth, there are some steps you can do to improve that. There is also so much noise out there about what form of…
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Summary Cathy Carroll, author of 'Hug of War', discusses the unique challenges of leading a family business with both love and logic. She explores the concept of polarities in family businesses, where opposing forces such as candor and diplomacy, or reveal and conceal, coexist and create tension. Cathy emphasizes the importance of adopting a 'both-…
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“Doing the right thing is inconvenient.” That was a powerful quote from this week’s guest Bob Beaudine. Prioritizing your family over your career or business is one of the hardest things to do for high achievers. It is possible to do it successfully but it doesn’t come easy. You have to make hard choices that are not convenient. Bob had one of the …
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Summary Cathy Carroll, author of 'Hug of War', discusses the unique challenges of leading a family business with both love and logic. She explores the concept of polarities in family businesses, where opposing forces such as candor and diplomacy, or reveal and conceal, coexist and create tension. Cathy emphasizes the importance of adopting a 'both-…
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Fewer than 5 percent of businesses earn over $1 million in revenue and only 11% have 20 employees or more. For many entrepreneurs, those are magic numbers to reach so they can experience greater freedom from the business. Reaching those revenue and staff milestones means they have the resources and team to handle business while they go off on a gre…
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Entrepreneurs have an independent streak for sure. I have it, you have it, we all have it. It’s why we can’t see ourselves in a 9 to 5 job. It’s why we’re so successful in what we do. We take the bull by the horn and make it happen. But independence can have an ugly side to it. It can cause us to become a little arrogant, isolated, and hurt our mos…
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Taking a vacation is a good thing. So why is it so hard for the typical entrepreneur to tear themselves away from the day to day grind of building a business to take a break with their family? We’ve heard and used these excuses. “I’m too busy to get away.” “It’s too stressful to take time off. There will be so much work waiting for me when I get ba…
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Imagine the doctor telling you that your spouse has 40 minutes to live. What do you do? How do you feel? How do you cope? Tune in to this week’s episode as entrepreneurs Gary and Keely Van Vlack share their story of how close Keely came to dying and how Gary coped. After Keely miraculously got over the hump and her health started to improve, the re…
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If you’re like many business owners, it’s been hard to find good employees. It seems like the younger generation doesn’t want to work and are lazy. Or at least that’s what they say. But think about this, the baby boomers were also considered lazy when they were in their twenties and thirties. They were the hippies. Love not war. In other words, the…
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In this episode, Aileen Miziolek talks with bestselling author and award-winning speaker, Dr. Thomas Deans, about the impact of mental health on intergenerational wealth transfers and how it led him to write his new book, The Happy Inheritor: How Successful Families Prepare Heirs and Transfer Wealth. Welcome to Let’s Talk Family Enterprise, a podca…
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What would it be like to go from working 95 hours/week to 0 in an instant? This week’s guest Paul Hastings is here to tell us about it. The sudden change wasn’t by choice. A tragic health issue forced him to stop cold turkey. In the months of recovery he was able to reconnect with his wife, be present for his young kids, and re-evaluate what was im…
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According to the 2022 U.S. Census Bureau, a little more than 10% of businesses are run by husband and wife teams. And that number is continuing to grow as more and more couples are realizing they can make more money working together than in separate jobs or businesses. However, working with your spouse is not as romantic as some may think it is. Ne…
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Host Steve Legler speaks with Professor Pramodita Sharma about sustainability and how family enterprises are uniquely placed to take advantage of business trends in this area. Pramodita shares inspiring stories based on her research, and points family businesses and their advisors into some promising directions. Welcome to Let’s Talk Family Enterpr…
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When you start with nothing to starting, building, and selling off multiple businesses to Fortune 500 companies, you’ve got it made, right? That’s not what this week’s guest, Aaron Walker experienced. Before he reached the age of 30 he had already sold his first company to a Fortune 500 competitor. Even though he had no intention of selling, they m…
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The reasons why couples fight over money is due to the different attitudes and habits that were formed growing up. Whatever was modeled to us growing up is what we adopt as an adult. As you’re aware, those differences are what causes the conflict. Savers vs. spenders, investors for going into debt, delayed gratification vs immediate pleasure. How d…
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As you go through the daily grind of building your business, does it sometime feel like Groundhog Day? Same thing over and over. If you stop and think, do you feel like you and your spouse are growing together or feeling more like roommates? Meet this week’s guest, Jerry Dugan. One day as he was building his career, his wife and kids gave him a sho…
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For some groups of married entrepreneurs, working with your spouse is the greatest thing since sliced bread. For others, it’s a disaster. The third group is getting by and the last group doesn’t even want to go there. Regardless of which camp you sit in, this episode is dedicated to you. The married entrepreneur who works with your spouse or is won…
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In this episode, host Steve Legler speaks with Professor Peter Vogel of IMD Business School to discuss Vogel's recent book, Family Office Navigator. Together, they highlight the critical role advisors can play when business families consider setting up a family office or want to take a fresh look at what they currently have in place. Welcome to Let…
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One of the reasons for the lack of work-life balance is working a lot of hours and taking on too many responsibilities. Whether it’s business or personal related, we tend to say yes to more things than we realize which steals time away from your spouse and kids. So how do we keep from taking on too much so we can maintain a healthy relationship wit…
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