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Generation Excellence PodcastEPISODE #41 – Ellie Frey Zagel, Founder and President, Successful GenerationsEllie Frey Zagel is a leadership coach specializing in multi-generational family businesses. She helps next generation leaders thrive in times of uncertainty and crisis. Ellie’s coaching includes management of time and stress. In fact, she provided a Six Step approach right in our conversation. We also talked about “The Ideal Week” and Ellie’s unique journey to now as she did something for herself that led to her doing so much for others. Please breathe in and take in this episode of GENeration EXcellence with Ellie Frey Zagel.2022-08-0959 min
The Family Business Leader PodcastStart Here: Introducing The Family Business Leader Podcast with Ellie Frey ZagelThis podcast for those who are weighed down by all the things that come along with running a family business. If you’re ready to learn the exact tools, strategies, and mindset shifts you need to become the leader you want to be - and have a bit of fun while doing it - subscribe or follow the podcast on your favorite podcast app and visit successfulgenerations.com for more information. 2021-04-2101 minThe Family Business Leader Podcast[SG]84: Rising Gen Education with FOX's Mindy EarleyFull Show Notes: https://successfulgenerations.com/episode084/ Mindy Kalinowski Earley is Chief Learning Officer for FOX, Family Office Exchange. Today, she and I dive into what an education program could look like for the rising generation of family enterprise to help them answer the question for themselves: What does it all mean? Questions: About Mindy Who are the Rising Generation? Why is Education Important? What does it look like? What is a family office? How do you get started with R...2020-08-1039 minThe Family Business Leader Podcast[SG]83: A Vibrant Family Business Vision with Richard N. SeamanThis week’s episode is the final in the three part series with Richard N. Seaman, 2nd Gen Chairman of Seaman Corporation. In the first podcast episode, we learn about the Seaman Corporation’s family business story. The second episode was a BONUS on family philanthropy, and today, we are diving into the Richard’s latest book, A Vibrant Vision: The Entrepreneurship of Multigenerational Family Business. “Addressing your personal, physical, and mental health is one of the greatest gifts you give not only yourself, but to the people who depend on you.” Richa...2020-08-0555 minThe Family Business Leader Podcast[SG]82: Family Business Retirement: "I am Only Leaving Feet First"“I’m too busy to think about retirement!” In today’s episode, Kathy and I talk about retiring as the leader of a family business. Many family business leaders consciously or unconsciously decide they are going to retire “feet first.” We discuss the many problems this creates AND several solutions. Solutions include: Development a succession and estate plan Answer this question: “What could I do next?” Set the Rising Generation up for Success Communication and Conversation Role of a Professional Many more….. Show notes can be found: https...2020-07-1529 minThe Family Business Leader PodcastBONUS: Family Business and the Seaman Family FoundationFull show notes can be found at: https://successfulgenerations.com/bonusrichardseaman/ Question we started with: How does family philanthropy play a role in your family business? We talk about how family philanthropy: Helps us give back Creates multigenerational sustainability Allows the next generation to explore different passions Provides a teaching role about the community, family business, wealth… Creates stewardship Founder Intent Can bind the family together We also talk about: Donor intent Mission creep How trustees can influence the reputation of the foundation and the busine...2020-07-0917 minThe Family Business Leader Podcast[SG]81: Seaman Corp w/ Richard Seaman, 2ndGen- Pt1Do you like to learn about family businesses like I do? Here is Part 1 of 2 (and a bonus episode) with Chairman and 2nd Generation of Seaman Corporation. Seaman is a global industrial fabrics manufacturer based in Ohio. In this episode, Richard talks about how the family business got started, why he lost 10% of the business his first year working there full time, the important role of an outside board of directors, and many, many words of wisdom and lessons learned. Please enjoy this casual conversation with Richard Seaman. Full show no...2020-07-0152 minThe Family Business Leader Podcast[SG]80: Delusional Altruism with Kris Putnam-WalkerlyIn this episode, I interview Kris Putnam-Walkerly on her newest book, Delusional Altruism. Hint: “Delusional” doesn’t mean what you think it means. This the perfect episode for the philanthropists and foundations who want to be more impactful and effective. Full show notes can be found HERE. QUESTIONS ASKED You claim, "We are all philanthropists" (something I have said before in an interview with Council of Michigan Foundations Rob Collier.) What do you mean by this? Tell us about the philanthropy boom? (stats) What is Delusional Altruism? What does it loo...2020-06-1052 minThe Family Business Leader Podcast[SG]79: Getting on the Same Page while Working with your Spouse“Everything just works better when we are on the same page.” This is the perfect episode for those who work with their significant other. Whether you are stepping into a leadership and ownership transition or you are the founder of your business, if you work with your spouse, this is the episode for you. Here are a list of questions I asked Maggie: Maggie, tell us a little about yourself: How did you come to be "The Best Marriage Coach" in the world? I have clients who work with...2020-05-2039 minThe Family Business Leader Podcast[SG]78: Family Councils with Chris Eckrich: Best Practices Part 2Full show notes can be found at: successfulgenerations.com/episode078 In this episode we finish (for now) the conversation about getting started in family councils with expert Chris Eckrich. According to Chris, "a Family Council is a group that serves as an executive team or representative body of a broader enterprising family." In Part 1 of this two part series, we talked about Getting Started. In this episode, Chris highlights 10+ best practices he gathered from his decades of experience working with multi-generational family enterprises. Chris's bio can also be found in...2020-04-2931 minThe Family Business Leader Podcast[SG]77: Getting Started with Family Councils Part 1Part 1 of a 2 Part Series Full show notes can be found: https://successfulgenerations.com/episode077/ Questions asked during my interview with Chris Eckrich: What is a family council? Who should/shouldn't have a family council? What is the prework families need to do? -what are a few of the objections to overcome? Your handbook has everything you need to start a family council-- give us an overview on what we would need to do to get started. How can we find you? eckrich@th...2020-04-1627 minThe Family Business Leader Podcast[SG]76: 2020 Trends in Family PhilanthropyFull show notes can be found at: www.successfulgenerations.com/episode076 Interview Questions: Tell us a little about the 2020 Trends Study. One of the trends from the study is a continued shift from place-based to issue-based philanthropy. What do you make of this; what does it mean? I’m especially interested in the distinction the data shows in terms of the age and size of the foundation. Grant priority areas also differed by the age of the foundation. First, what are the top issue areas for family foundations? How do they differ by the age of the...2020-02-2636 minThe Family Business Leader Podcast[SG]75: Get to Know Nick TedescoNCFP's New President/CEO, A Founder Transition to A Next Generation Leader NOTE: In full disclosure, as of this recording, I am on the board of the National Center for Family Philanthropy. I also led the search committee that hired Nick Tedesco as the 2nd President and CEO. Interview Questions: You are the new President and CEO of the NCFP, succeeding Ginny Esposito. Tell us a little about yourself and how you got to this role? Why NCFP? What are a few things that excite you about family philanthropy? You are succeeding the godmother of...2020-02-1921 minThe Family Business Leader Podcast[SG]74: Be Like The Best with Anthony RennaIn this episode, Ellie speaks with Anthony Renna, entrepreneur, personal trainer, owner of Five Iron Fitness, host of Strength Coach Podcast and Strength Coach TV and author of the book, “Be Like the Best: A Guide to Reaching the Top in the Fitness Profession.” Get the show notes and links to resources at https://successfulgenerations.com/episode074/. 2020-02-0548 minThe Family Business Leader Podcast[SG]73: Now Is Not The Time To Quit On Your GoalThe first of the year is a time of renewal and new beginnings. Many of us draw a line at the end of 2019 and start fresh with new goals and resolutions for the new year. While there may be some merit to this, in this podcast, Ellie Frey Zagel challenges you to think about this time and your goals a little differently. Don't give up on your goals based on an arbitrary timeline. Keep your momentum and achieve what you set out to do!2020-01-0820 minThe Family Business Leader PodcastBONUS: Best of 2019: 12 Steps to Achieving Your Goals This YearAre you ready to achieve the goals you’ve been setting for yourself year after year? Listen in for Ellie Frey Zagel’s 12 steps to get you there. More at successfulgenerations.com.2020-01-0139 minThe Family Business Leader PodcastBONUS: Best of 2019: Family Governance with Bruce WernerIn this episode, Ellie Frey Zagel speaks with Bruce Werner, who is a member of the third generation of Werner, a ladder and climbing equipment company that sold in the late 90s. They discuss good governance and boards.2019-12-2655 minThe Family Business Leader PodcastBONUS: Best of 2019: Understanding Community Foundations with Neel HarjaWhat is a community foundation, and how do these charitable organizations work? Ellie Frey Zagel explores this topic with Neel Harja, CEO of the Ann Arbor Area Community Foundation.2019-12-181h 00The Family Business Leader PodcastBONUS: Best of 2019: Entitlement? No thanks! With Dr. John TownsendWe're looking back at the top episodes of the Successful Generations Podcast from 2019. First up is this episode with Dr. John Townsend, author of Entitlement Cure. He explains entitlement and offers tools to avoid it in your children, your family and yourself. Get the show notes and resources at https://successfulgenerations.com/bestof2019_1/.2019-12-1250 minThe Family Business Leader Podcast[SG]72: A Conversation With Julie Charlestein, 4th Gen CEO of Premier DentalJulie Charlestein is part of the fourth-generation of Premier Dental, where she currently serves as CEO. Listen in to hear Julie’s family business story—a story that began in 1913 by her great-grandfather, Julius Charlestein, who worked as a dental instrument sharpener. Julius saw an opportunity to pivot into sales, first as an agent for manufacturers looking for representation, and eventually shifting to the product development and manufacturing company that Premier is today. Julie also shares lessons learned from her experience joining the family business and becoming CEO.2019-12-0434 minThe Family Business Leader Podcast[SG]71: The Family Business of Tharawat Magazine with Ramia El AgamyRamia El Agamy is the Editor-in-Chief of Tharawat magazine, the global publication for family businesses, and a product established by her family. In this episode, Ramia shares her experience being part of a family business and her five lessons learned for success. She talks about her transition to leadership, how business decisions are made within her family, and how she successfully works with her parents and sisters on a daily basis. 2019-10-3046 minThe Family Business Leader Podcast[SG]70: Your New Morning Routine—5 Steps to Lead StrongJohn Lanza and his wife recognized early on that they had very different money personalities. When they became parents 16 years ago, they agreed they wanted to raise money-smart kids and they wanted to find a way to make it fun. From there, they created The Money Mammals where John serves as Chief Mammal. The Money Mammals is a cast of animal characters who sing, dance and talk about financial literacy. Their mantra is "Share & Save & Spend Smart Too!" The Money Mammals has been licensed to credit unions across the country and has also been adopted by many s...2019-09-1855 minThe Family Business Leader Podcast[SG]69: Your New Morning Routine—5 Steps to Lead StrongIn this episode, Ellie walks through her new tool, Morning Routine: 5 Steps to Lead Strong. These simple exercises can have an incredible impact on your day. Follow the process to set yourself up for success every morning. FREE DOWNLOAD at https://successfulgenerations.com/episode069/ 2019-08-2121 minThe Family Business Leader PodcastBONUS: Summertime Pause, Reflect & Connect ChallengeWith summer winding down, I am reissuing my Pause, Reflect & Connect Challenge. For the next 4-5 days, I challenge you to intentionally take time to pause, reflect, and connect with yourself and the people you love most in your life. 2019-08-0718 minThe Family Business Leader Podcast[SG]68: Family Business Governance Done Right with Bruce WernerIn this episode, Ellie Frey Zagel speaks with Bruce Werner, who is a member of the third generation of Werner, a ladder and climbing equipment company that sold in the late 90s. They discuss good governance and boards.2019-07-2455 minThe Family Business Leader Podcast[SG]67: Helping Families Heal From Addiction with Arden O'ConnorIn this episode, Ellie Frey Zagel and Arden O'Connor talk about addiction and its impact on families. Arden grew up in a family business and is the Founder of O’Connor Professional Group, a company she started to address the needs of families and individuals struggling with an array of behavioral health issues, including addiction, mental health disorders, eating disorders, learning, and other developmental challenges. Access links to resources in the show notes at https://successfulgenerations.com/episode067/.2019-07-101h 06The Family Business Leader Podcast[SG]66: The Intergenerational Transmission of Generosity with Andrea PactorAndrea Pactor, interim director of the Women’s Philanthropy Institute at Indiana University's Lilly Family School of Philanthropy, shares research findings from a study on the intergenerational transmission of generosity, gender differences, and why some high-net-worth families involve their children in giving while others choose not to.2019-06-2635 minThe Family Business Leader PodcastBONUS: Philanthropy Focus on Human Trafficking with Mitzi PerdueMitzi Perdue continues her conversation with Ellie Frey Zagel. She shares what she's doing to help raise awareness and big dollars to end human trafficking. Plus, she answers the bonus questions. Get links at https://successfulgenerations.com/bonusepisodemitziperdue or visit http://www.antitraffickingauction.com/.2019-06-1332 minThe Family Business Leader Podcast[SG]65: Advice and Traditions for Strong, Successful Families from Mitzi PerdueMitzi Perdue represents more than three centuries of family business history. Her father founded the Sheraton Hotel Chain and her late husband was the second generation of Perdue poultry company. She started her own family business in 1974. In this episode, Mitzi shares stories of incredible family success and some of great defeat and devastation. She talks about family traditions, lessons worth sharing and how she's passing family values on to the next generation. Get the show notes with links at www.successfulgenerations.com/episode065.2019-06-1251 minThe Family Business Leader Podcast[SG]64: Next Gen Leadership Development with Janice DiPietroIn this episode, Ellie and Janice DiPietro discuss succession, leadership development plans for successors, and the importance of conversations around the core family values that drive the business. Get the show notes https://successfulgenerations.com/episode064/. 2019-05-2957 minThe Family Business Leader Podcast[SG]63: The Succession Solution with Brad FrancIn this episode, Ellie interviews Bradley J. Franc, Director with Houston Harbaugh Attorneys at Law and author of The Succession Solution: The Strategic Guide to Business Transition. Ellie and Brad discuss what succession is (and is not), touch on the common challenges with succession, and review Brad's six stages of The Succession Solution. Get links to the resources mentioned in the show notes at https://successfulgenerations.com/episode063/ 2019-05-1554 minThe Family Business Leader PodcastBONUS: 6 Things to Help You Lead StrongIn this bonus episode, I’m talking six things to help you lead strong. If you follow my podcast or blog, you know that I coach family business successors transitioning into leadership roles, along with entrepreneurs and other leaders within non-family owned businesses. After coaching a variety of amazing leaders, I have found that six things consistently come up for each and every one of my clients—the six things I’m going to share with you in this episode. Get the show notes and links to resources at successfulgenerations.com/bonusepisode6things2019-04-2635 minThe Family Business Leader Podcast[SG]62: Effective Philanthropy with Phil BuchananIn this episode, Ellie interviews Phil Buchanan, President of the Center for Effective Philanthropy and author of the new book, Giving Done Right: Effective Philanthropy and Making Every Dollar Count. Phil describes four dimensions of effective philanthropy and much more. Get the show notes and links to resources at successfulgenerations.com/episode062.2019-04-2547 minThe Family Business Leader Podcast[SG]61: Family Business and Real Estate with Chris PrefontaineIn this episode, Ellie interviews family business owner, real estate leader, and coach Chris Prefontaine. Ellie and Chris talk about what it's like to work in a family business. Chris explains how his kids became involved in the business and he shares how they make it all work. Get the show notes and links to resources at https://successfulgenerations.com/episode061.2019-04-1028 minThe Family Business Leader Podcast[SG]60: A Story of Resilience and Joy After Trauma with Polo TatePolo Tate, the author of Deep Dark Blue: A Memoir of Survival, shares her story of resilience. She describes how she found herself following a series of traumatic experiences, and ultimately how she rediscovered joy. Learn more and get links to Polo's book at https://successfulgenerations.com/episode060/.2019-03-2756 minThe Family Business Leader Podcast[SG]59: Setting Your Priorities in 4 StepsWhen clients come to me for coaching and they express feeling overwhelmed, I begin by asking them to tell me about their priorities. Setting your priorities is essential, especially in this busy season of life. If we do it right and feel confident in our priorities, we have a framework for saying 'yes' or 'no, thank you' when something is not a good fit. In this episode, I describe my 4 steps to setting priorities and I give examples from my own personal experience. Download my 4 steps to setting priorities workbook at https://successfulgenerations.com/episode059. 2019-03-1321 minThe Family Business Leader Podcast[SG]58: Understanding Community Foundations with Neel HarjaWhat exactly is a community foundation? And why would a donor choose to work with one over starting their own foundation? To explore these questions, Ellie is talking with Neel Harja, CEO of the Ann Arbor Area Community Foundation. Learn more at https://successfulgenerations.com/episode058.2019-02-271h 00The Family Business Leader Podcast[SG]57: Making Charitable Gifts Beyond Your Imagination with Arlene CogenIn this episode, Ellie talks with Arlene Cogen, a certified financial planner and the author of GIVE TO LIVE: Make A Charitable Gift You Never Imagined. After spending 20 years on Wall Street working in trusts and investments, Arlene pivoted to a career in philanthropy. Her experiences working with families led her to write her book. We dive into the importance of personal, financial and legacy planning. Get the show notes and links to resources at https://successfulgenerations.com/episode057. 2019-02-1350 minThe Family Business Leader Podcast[SG]56: Strategies for Less Stress at Work with Alisa CraigIn this episode, Ellie and Alisa Craig, Administrator of Wellness & Population Health with Hurley Medical Center dive into stress in the workplace. They discuss the dangers of stress, common health-related symptoms of stress, and touch on why and how companies are actively working to reduce stress for their employees. Alisa provides practical strategies anyone can use to combat stress in daily life. Get the show notes and resources at https://successfulgenerations.com/episode056/. 2019-01-2348 minThe Family Business Leader Podcast[SG]55: Entitlement? No thanks!Ellie is joined by Dr. John Townsend, author of Entitlement Cure. He explains entitlement and offers tools to avoid it in your children, your family and yourself. Get the show notes and resources at https://successfulgenerations.com/episode055/ 2019-01-1650 minThe Family Business Leader Podcast[SG]54: 12 Steps to Achieving Your Goals in 2019Ready to finally achieve the goals you've been setting for yourself year after year? Ellie has a 12-step process to help you make sure you're working towards the right goals and get you on the path to checking those goals off the list. Make 2019 the year you finally did it! Get the show notes and a handout outlining the 12 steps at https://successfulgenerations.com/episode054/.2019-01-0939 minThe Family Business Leader PodcastBONUS: Best of 2018 #1: Taking Over the Family Business with Mitchell KaneffYou voted and we listened. Here's the #1 Successful Generations Podcast Episode for 2018! Mitchell Kaneff assumed leadership of Arkay Packaging in 1996 when he was 30 years old. He gained notoriety 14 years later following the release of his book, Taking Over: Insider Tips from a Third Generation CEO. The book shares his personal story, including a letter he wrote to his father asking him leave the business, along with stories from other families who struggled through leadership transitions. The media headline at the time was Why I Fired My Father From the Family Business. Get the show notes a...2018-12-191h 19The Family Business Leader PodcastBONUS: Best of 2018 #2: An Action Plan for Mental Health with Christy BuckWhen we talk about our health and wellness we focus on our physical bodies. We talk about things like diet and exercise. In this episode, we focus on a different aspect of wellness: our mental health. For this conversation, Ellie is joined by Christy Buck, Executive Director of the Mental Health Foundation of West Michigan. Get the show notes and links to resources at https://successfulgenerations.com/2bestof2018/. 2018-12-121h 03The Family Business Leader PodcastBONUS: Best of 2018 #3: Digging Into the Family Business Landscape with Daniel G. Van Der VlietYou voted and we listened! Here's Best of 2018 Episode #3. In this episode, Dann Van Der Vliet and I dig into family business from the family business center/academic perspective. Dann is currently The John and Dyan Smith Executive Director of Family Business, part of the Smith Family Business Initiative, at Cornell University. We discuss family business centers and their role as a resource for family businesses; Dann gives us his version of OMFG (ownership, management, governance and family); and we go deep on the link between family business and entrepreneurship. Get the show n...2018-12-0559 minThe Family Business Leader Podcast[SG]53: 5 Recommended Resources from 2018Over the last year on this podcast our guests have shared an incredible number of resources related to family business, family wealth, family philanthropy and wellness for family business leaders. We've been compiling a list along the way, and it currently fills three pages! So, in this episode, Ellie is sharing her top picks from the list with you. She includes books, organizations, consultants, web resources and more. Ellie recorded this as a video, so be sure to check out the video in the shownotes: https://successfulgenerations.com/episode053. Get links to all re...2018-11-2813 minThe Family Business Leader Podcast[SG]52: The Important Role of Professional Advisors in Discussing Philanthropy with Rebecca MillerIn this episode, we explore The U.S. Trust Study of The Philanthropic Conversation with Rebecca Miller, Senior Philanthropic Advisor with The Philanthropic Initiative (TPI). TPI and U.S. Trust partner on the study to explore the extent and dynamics of philanthropic conversations happening between high-net-worth individuals and their professional advisors. Get the show notes and links to resources at https://successfulgenerations.com/episode052.2018-11-2133 minThe Family Business Leader Podcast[SG]51: 3Gen Perspectives on Philanthropy with a Boomer, a Gen Xer and a MillennialIn this episode, Ellie Frey Zagel, a Gen Xer, is joined by Colleen Mitchell, a Boomer and Paige Cornetet, a Millennial. Together, this trio has created 3Gen Perspectives—a program they’ve shared with several family wealth audiences this year. While they have a lot in common, their conversation demonstrates how their generation and life experiences influence their views on giving back and how they approach philanthropy. Get the show notes at https://successfulgenerations.com/episode051/.2018-11-1437 minThe Family Business Leader Podcast[SG]50: Looking Back and Looking Forward: Reflections After 50 EpisodesWe're celebrating our 50th episode! Ellie is joined by her husband, Chad Zagel who asks questions from our listeners. They look back at what we’ve learned at Successful Generations with one year and 50 episodes of the podcast in the books. In addition to fielding questions about the podcast, Ellie and Chad also talk about how they make it all work as partners, parents, professionals, and volunteer leaders. More at https://successfulgenerations.com/episode0502018-11-0732 minThe Family Business Leader Podcast[SG]49: The Hidden Challenges of Wealth and the Path to Thrive as a NextGen with Kristin KeffelerIn this episode, we dive into Kristin Keffeler's research and subsequent Master's thesis titled, Becoming the Rising Generation: Uncovering the Path to Thriving for the Next Generation in Ultrahigh Net Worth Families. We explore her findings and why they matter. Kristin shares four key challenges of growing up in wealth and what we can all do to move from helplessness to learned mastery. Get the show notes and links to resources at https://successfulgenerations.com/episode049/2018-10-311h 11The Family Business Leader Podcast[SG]48: How Family Champions Lead to Success with Joshua Nacht, Ph.D.Joshua Nacht, Ph.D. is a consultant with the Family Business Consulting Group. He recently co-authored Family Champions and Champion Families: Developing Family Leaders to Sustain the Family Enterprise. In this episode, we define what a family champion is and review the traits these leaders commonly possess. Joshua also lists the seven hallmarks of a champion family. Full show notes at https://successfulgenerations.com/episode048/.2018-10-241h 14The Family Business Leader Podcast[SG]47: Power20 Combating Negative Self-TalkNegative self-talk does not help us achieve our goals, yet I hear it all the time in my work with my coaching clients and from my peers who are fellow rising leaders. In this Power20 episode, I'm sharing why negative self-talk is so destructive and I equip you with an exercise to flip the script. Let's do this!2018-10-1722 minThe Family Business Leader Podcast[SG]46: Critical Conversations for Succession with Rochelle ClarkeIn this episode, we talk to Rochelle Clarke, CEO & Founder of Succession Strength and author of The 5 Critical Succession Conversations: A Comprehensive Guide for the Family Business. Get the show notes and resources at https://successfulgenerations.com/episode046.2018-10-1052 minThe Family Business Leader Podcast[SG]45: Exploring Donor-Advised Funds with Bob RothBob Roth and his wife Marcy are business owners and philanthropists. The couple have a donor-advised fund with their local community foundation. In this episode, Bob shares why he likes this philanthropic tool and why donors might choose to establish a donor-advised fund over a private foundation. He also provides some great points to consider if you're thinking about starting a fund. Get the show notes at https://successfulgenerations.com/episode045/. 2018-10-0353 minThe Family Business Leader Podcast[SG]44: Due Diligence in Grantmaking with Lynne FerrellIn this episode, Ellie takes a deep dive into the role of due diligence in philanthropy. What is it? Why is due diligence important? How do you do it? To help explain, Ellie is joined by Lynne Ferrell, Program Director of the Frey Foundation. Ellie and Lynne have known each other for two decades and Ellie says Lynne has been instrumental in her growth as a philanthropist. Get the show notes at https://successfulgenerations.com/episode0442018-09-2647 minThe Family Business Leader PodcastREPLAY: A Legacy Lost with Douglas D. BoxThis week we're offering a rerun of a great conversation with Douglas D. Box, author of Texas Patriarch: A Legacy Lost. This was originally the second episode of the Successful Generations Podcast, so you may have missed it. Doug's family business story reads like a Hollywood movie. There's conflict, love, loss and, in the end, many lessons learned. Get the show notes here: https://successfulgenerations.com/replayepisode0022018-09-191h 11The Family Business Leader Podcast[SG]43: When Should You Hire a Family Business Consultant? With Drew MenozaThe Family Business Consulting Group (FBCG) consistently comes up as a top resource when we talk to family business leaders on the Successful Generations podcast. In this episode, we're talking to FBCG's Managing Principal Drew S. Mendoza. Drew and Ellie discuss what it means to hire a family business consultant, who should (or shouldn't) work with a consultant, trends in the family business space and much more! Get the show notes and a great list of resources at https://successfulgenerations.com/episode043/.2018-09-121h 14The Family Business Leader Podcast[SG]42: Blending Passion, Family and Business with Anne Huntington, 2nd GenIn this episode, Anne shares her journey to joining the family business, where she currently serves as Vice President of Business Development. She talks about the relationship she has with her parents in the office and how the family sets professional boundaries. She also talks about how she has remained connected to her passion areas through board service and special committee work. Access the show notes at https://successfulgenerations.com/episode042/ 2018-09-0548 minThe Family Business Leader Podcast[SG]41: An Action Plan for Mental Health with Christy BuckIn this episode, we're focusing on a aspect of wellness that gets a little less airtime: our mental health. Joining Ellie for this conversation is Christy Buck, Executive Director of the Mental Health Foundation of West Michigan. Christy defines mental health and provides some startling statistics. She also shares the Mental Health Foundation's be nice. Action Plan, which is being rolled out in schools and businesses throughout Michigan (and beyond). Get the show notes and links to resources at https://successfulgenerations.com/episode041/2018-08-291h 03The Family Business Leader Podcast[SG]40: How Coaching Can Help You Achieve Your GoalsIn this week's episode, Ellie talks about the journey that led her to become a certified coach. She candidly shares issues she's encountered as the next generation of her family's business, and describes how her experiences have been validated by friends and peers from the family business world who are working to fill the shoes of the leaders who came before them, while simultaneously figuring out how to be their own person. Through coaching, Ellie aims to help rising generation leaders set their own path for success. To learn more, check out SG Executive Coaching and sign u...2018-08-2230 minThe Family Business Leader Podcast[SG]39: Choosing the Right Trustee for Your Trust with Attorney Mark HarderWhy is choosing a trustee such an important decision? How do you select the right person? What qualities should you look for in a trustee? Should it be a family member or not? For answers, we turned to attorney Mark Harder of Warner Norcross + Judd. For the full show notes, please visit: www.successfulgenerations.com/episode039 SURPRISE ALERT! I LOVE surprises. And this week I am giving you not one, but two fun surprises related to this episode. First: This episode is chock-full of information! Check out the show notes for the...2018-08-151h 00The Family Business Leader Podcast[SG]38: Standing Up in a Male-Dominated Industry with René BanglesdorfRené Banglesdorf is CEO of Charlie Bravo Aviation, an Austin, Texas-based company that buys, sells and leases corporate aircraft worldwide. She's learned a lot as a female leader in a male-dominated industry, and now she's creating a platform to help other women stand up. We discuss her path to empowerment, how she and her husband are engaging their children in the family business, and her new platform in this episode. Get the show notes and links to resources at Successful Generations Podcast Ep 038.2018-08-081h 00The Family Business Leader PodcastREPLAY: How My Family Got the 3rd Gen Involved in Family PhilanthropyPeople always ask how our family got us involved in philanthropy. So, this episode is dedicated to answering that question. I provide 10 things my family did well (because who doesn’t love a top 10 list) and I also share some of our lessons learned. Get show notes and a bonus handout here.2018-08-0132 minThe Family Business Leader PodcastREPLAY: Raising Business-Smart Kids with Paige CornetetPaige Cornetet is a fourth generation family business owner and she’s involved in her family’s council. In this episode, Paige shares the purposeful activities her parents used to prepare her and her siblings for success in business. The stories are entertaining, and the strategies are fun and creative! We cover everything from family values, to allowance, athletics, education and social graces. Get the show notes, resources and a handout here.2018-07-2541 minThe Family Business Leader Podcast[SG]37: Making Your Mark on the Family Business with Cara Mackay, 2nd GenWarning: This episode contains adult language. In this episode, we're talking with Cara Mackay—a 31-year-old dynamo who has taken her family's shed construction business in Scotland to new heights. We discuss her journey to leadership and how she navigates tough conversations with family. Cara describes the focus for her work now which is to ensure the business lasts for generations to come. She also tells us about her own exciting new venture. Get the show notes and links to resources here.2018-07-181h 14The Family Business Leader Podcast[SG]36: Financial Literacy, Leadership and Entrepreneurship for Teens with Whitney WebbIn this episode, we're talking with Whitney Webb. She is co-founder of Launch Generation which produces unique summer programs for teenagers focused on financial literacy, leadership and entrepreneurship. She's also the founder of Launch Education which provides private financial, philanthropic and entrepreneurial education for the next generation and their families. Whitney shares her path to this work and why teaching financial literacy is so important. Get complete show notes and links to resources here.2018-07-1153 minThe Family Business Leader PodcastBONUS: Power20—The Reflect and Connect ChallengeIn this Power20 Episode, I’m issuing the Reflect and Connect Challenge. For the next four days, I want challenge you to intentionally take time for yourself to pause and reflect, and connect with your loved ones. Learn more about the challenge here. 2018-07-0417 minThe Family Business Leader Podcast[SG]35: Great Governance for Your Investment Committee with Becky WoodIf you’re involved in a family foundation, a family office, or if you sit on the board of nonprofit with an endowment, you likely know something about the importance of an investment committee. In this episode, Ellie is joined by Rebecca (Becky) Wood of Fund Evaluation Group (FEG). Becky is a Managing Principal and Head of Institutional Services with FEG. Becky is a tremendous resource. During this interview she helps us understand what great governance looks like and how to achieve it. She describes the different levels of fiduciaries, what makes up an investment policy, the imp...2018-06-2737 minThe Family Business Leader Podcast[SG]34: Trapped in the Family Business with Dr. Michael Klein, Part 2In part one of the interview with Dr. Michael Klein, we talked about what it means to be trapped in the family business and various the emotions that can come along with it. In part two, we explore what to do if you identify as feeling trapped. What are your options and how do you choose what's best for you? Dr. Klein also offers advice for parents sharing what can be done proactively to prevent the rising generations from feeling trapped in the first place. Access the complete show notes and links to resources here.2018-06-2049 minThe Family Business Leader Podcast[SG]33: Trapped in the Family Business with Dr. Michael Klein, Part 1Do you feel trapped in the family business or do you think you may be contributing to a loved one feeling trapped? If so, this episode is for you. My guest is psychologist Dr. Michael Klein, author of Trapped in the Family Business: A Practical Guide to Uncovering and Managing This Hidden Dilemma. He released an expanded edition of his book this week. In this episode, we explore the factors that can lead to someone feeling trapped. Dr. Klein introduces us to the idea of emotional handcuffs—those feelings of guilt, obligation, doubt and even love—that can...2018-06-1347 min
The Family Business PodcastEp. 41 - Successful Generations with Ellie Frey ZagelEllie Frey Zagel is 3rd Generation, Vice Chair and Trustee of her family’s foundation the Frey Foundation based in Grand Rapids, MI. For nearly a decade she has been deeply involved in working with the next generation of family business, family philanthropy, and family wealth, first as Director of the Family Business Alliance and now as President of Successful Generations, a company she recently founded. We talk about the importance of raising financially responsible children and the work that she is doing with her own business and podcast series. You can find out...2018-06-0859 minThe Family Business Leader Podcast[SG]32: Spendthrift or Tightwad? Find out with Dr. Scott RickHow do you feel about spending money? Does it give you a thrill or fill you with anxiety? My guest, Dr. Scott Rick, an Associate Professor at University of Michigan's Ross School of Business, has dedicated his research to understanding the emotional causes and consequences of these feelings. In this episode, Dr. Rick shares what it means to be a tightwad or a spendthrift. Who’s happiest? We discuss where our feelings about spending come from and how/when they are developed. Take this survey first! Here's an online version of the tightwad-spendthrift scale. Get comp...2018-06-0643 minThe Family Business Leader Podcast[SG]31: Impact Investing with Jennifer OertelJennifer Oertel serves as the impact investing expert in residence at the Council of Michigan Foundations (CMF). In this episode she and I dig into impact investing, conscious capitalism and shareholder activism. Jennifer also addresses the common misperception that investments made with social good in mind don’t produce market rate returns. Access complete show notes and a list of resources here. 2018-05-3059 minThe Family Business Leader Podcast[SG]30: Managing Weight, Inflammation and Food Sensitivities with Cynthia DamaskosThe number on the scale, and whether it needs to go up or down, weighs heavily the minds of many. In this episode, Cynthia Damakos, Certified Holistic Life Coach is back to talk about weight management. She uses science to dispel several common misconceptions, provides tools and insights, and discusses the layers that must be pulled back to understand why weight can be a challenge. As Cynthia says, “Weight issues don’t happen in a vacuum.” Access complete show notes and links to resources at successfulgenerations.com/episode030/.2018-05-2330 minThe Family Business Leader Podcast[SG]29: Giving Back Through Giving Circles with Dr. Jason FranklinBack in episode 026 my guest Rob Collier, President of the Council of Michigan Foundations mentioned giving circles as a trend to watch in philanthropy. To take a deeper dive into giving circles, I’m joined by my long-time friend and self-proclaimed “philanthropy geek” Jason Franklin, Ph.D. During our interview, Jason defines what a giving group is, how and why you should consider joining one, and some best practices to help you find success. Access full show notes and links to resources at https://successfulgenerations.com/episode029. 2018-05-1653 minThe Family Business Leader Podcast[SG]28: Stories from The Family Business Podcast with Russ HaworthIn this episode, Russ Haworth, host of The Family Business Podcast, and I talk about why and how he started his podcast. Russ shares some of his favorite family business stories and resources, and he tells us what he’s learning along the way. Get the complete show notes and links to resources at https://successfulgenerations.com/episode028/2018-05-0949 minThe Family Business Leader Podcast[SG]27: The Power of Mindset with Dr. Nancy JonkerMindset, also referred to as buoyancy or resiliency, speaks to our ability to bounce back. This week’s guest, Dr. Nancy Jonker explains it as, “an invisible sense of how the universe is working for us and our ability to take responsibility for our lives.” Yep, settle in friends, the information in this episode has the potential to change your life. Get the complete show notes, including a list of resources mentioned in the episode at successfulgenerations.com 2018-05-0237 minThe Family Business Leader Podcast[SG]26: Trends and Recommendations for the Field of Philanthropy with Rob CollierIn this episode, Rob Collier, President & CEO of the Council of Michigan Foundations shares nine trends he’s observed in philanthropy over his tenure. He also leaves us with a few recommendations for the future of philanthropy. Complete shownotes, guest bio and resources from this episode are available at https://successfulgenerations.com/episode026/.2018-04-2547 minThe Family Business Leader Podcast[SG]25: Pwr20 Setting your NextGen up for Success in the Family EnterpriseIn this "Power 20" episode, I'm speaking to my friends who are NowGen leaders of family enterprise. As you think about succession planning and preparing the NextGen to fill your shoes, I urge you to be intentional when it comes to their leadership development. Not doing so can result in devastating consequences, not only for them but your family and your enterprise. Why risk it? Make a plan, work the plan, guide your NextGen, and help them grow their capacity to be successful in their future role. Interested in learning from others? In this episode, I provide 10 ways t...2018-04-1825 minThe Family Business Leader Podcast[SG]24: Pump It Up! Strength Training and Leadership with Nick KleinBlog Post: Pump It Up! Why Strength Training is Essential to the Success of Your Health Plan with Nick Klein Strength training and leadership development may seem like an unusual combination. But as a leader, all the things—career, family, community events, board service, volunteering, etc.—typically take priority over your health and wellness. Without intention and behavior change, the results can be detrimental. In place of a full podcast episode on this topic, this week I have a blog post for you with Master Personal Trainer Nick Klein of Body By Choice Training. This is t...2018-04-1105 minThe Family Business Leader Podcast[SG]23: Leadership Development in Family Enterprise w/ Greg McCannIn this episode, Greg McCann of McCann & Associates and I dive into the family enterprise model, vertical leadership development, and leadership agility. Greg worked in his family’s business for a number of years before teaching at Stetson University and starting their Family Enterprise Center. In addition to teaching, Greg has worked as a family enterprise consultant for nearly two decades. In this podcast, Greg gives us a mini-course on the four leadership agilities, which include self-awareness, empathy, framing, and innovation. We discuss the six stages that leaders go through, which run along a continuum from efficient to...2018-04-0450 minThe Family Business Leader Podcast[SG]22: Starting in Family Philanthropy w/ Colleen Mitchell Colleen Mitchell is the founder of Venture3Philanthropy, a global philanthropic advisory firm. In her role, Colleen helps clients across generations get started in philanthropy. Her work with families can include developing strategies for giving, identifying purposeful work based on their values, creating legacy plans, coaching, acting as a sounding board, and more. In this conversation, Colleen and I walk through her three-step process for getting started in philanthropy, which includes asking clients: 1. Why do you give? 2. What’s important to you? 3. What will success look like? We touch on different giving vehicles (i.e pri...2018-03-2852 minThe Family Business Leader Podcast[SG]21: Taking Over the Family BusinessPLEASE NOTE: there is adult language in this episode. It's only 1-2 words, but if you are listening with little kids, you may want to use headphones. Mitchell Kaneff is the 3rd generation Chairman and CEO of his family’s company, Arkay Packaging. If you’ve ever purchased lipstick, moisturizer, or fragrance in a box, the packaging was likely created by Arkay. They’ve been in business for more than 96 years. Today, they send high-end packaging all over the world from their three locations on the east coast. Mitchell assumed leadership of Arkay in 1996 when he was...2018-03-211h 18The Family Business Leader Podcast[SG]20: Women & Wealth w/ Adrienne PentaHappy 20th episode of the Successful Generations podcast! Our listeners are in for a treat this week. We wanted a dynamo guest for this milestone episode and Adrienne Penta did not disappoint. Adrienne is a Senior Vice President and Executive Director of the Brown Brothers Harriman Center for Women & Wealth (CW&W)—the brainchild that she built from the ground up. Rooted in data regarding women and wealth, and guided by her personal experience (which she shares during our interview), Adrienne and her team at the CW&W support women as they create and manage wealth. They al...2018-03-1448 minThe Family Business Leader Podcast[SG]17: The Power of MasterMind and Peer Groups Peer groups, sometimes referred to as mastermind groups, can be incredibly helpful and effective at moving you along the path to achieving goals. Personally, I’ve been involved in peer groups for more than 12 years. In my former role as an executive director of a family business center, I put together 18 different peer groups for NextGen and NowGen business leaders. Today, I run a group on goal setting, and soon I’m launching the first Successful Generations’ peer group focused on wellness and leadership. In summary, this is a tool I know and believe in. I...2018-02-2125 minThe Family Business Leader Podcast[SG]16: Reframing Limiting Beliefs with Ellie Frey ZagelFor the past couple of years, I’ve been doing a lot of personal work, self-reflection, and goal-setting. As I’ve mentioned previously, I’m a big fan of Michael Hyatt, and one of the most powerful exercises that I’ve done with him is around limiting beliefs and liberating truths. I like this definition of limiting beliefs from changingminds.org: “Limiting beliefs are those which constrain us in some way. Just by believing them, we do not think, do or say the things that they inhibit. And in doing so we impoverish our lives.” I also...2018-02-1422 minThe Family Business Leader Podcast[SG]15: Beyond the Piggy Bank with father, author and entrepreneur Clint GreenleafAfter selling his publishing company, my guest, Clint Greenleaf recalls being on flight to Hawaii with his wife and two young daughters. They were sitting in first class and Clint peaked behind his seat to check on the girls. That’s when he had a revelation: “I thought, I spent a lot of time in the back of the plane... and if I’m not careful, my kids are going to miss the important lessons it took to get here.” With that, Clint set out to learn all he could about teaching k...2018-02-0753 minThe Family Business Leader Podcast[SG]14: More Awareness and Less Stress Through Yoga with Ashley Yost and Mali JaneIn one way or another, we are all on a health and wellness journey. My guests in this episode are dedicated to helping people on this journey through the practice of yoga. Ashley Yost and Mali Jane are co-owners of AM Yoga. In addition to classes in their studio, which is based in Grand Rapids, Michigan, they also offer virtual and corporate programs to bring yoga to people where they are. This episode is perfect for you if you are looking to grow awareness, reduce stress, and be more purposeful and present in your daily life. As a...2018-01-3144 minThe Family Business Leader Podcast[SG]13: Raising Children to be Amazing Business Owners w/ Paige CornetetPaige Cornetet is a fourth generation family business owner and she’s involved in her family’s council. She’s also an entrepreneur who runs her own business, Millennial Guru. In this episode, Paige shares what it was like growing up in the Cornetet household with parents who were very purposeful in raising business-minded children. We cover everything from family values, to allowance, athletics, education and social graces. Paige shares so many examples of activities her parents used to share their financial, human and intellectual capital with their children. If you are raising children in a family busine...2018-01-2440 minThe Family Business Leader Podcast[SG]12: Raising Kids with Generous Genes w/ Susan Crites PriceSusan Crites Price is a Washington, DC-based author and speaker. Her most recent book, which she co-wrote with her daughter, Julianna Price, is titled Generous Genes: Raising Caring Children in a Digital Age. Susan worked as a freelance writer when her daughter was young. That’s when she was hired by the Council of Foundations to write a book about raising generous children. The book, The Giving Family, has been a perennial best seller for the Council. Following its publication, Susan joined the Council and served as the head of its Family Foundations Department and lat...2018-01-1738 minThe Family Business Leader Podcast[SG]11: Digging Into the Family Business Landscape with Daniel G. Van Der VlietIn this episode, my guest Daniel Van Der Vliet and I dig into family business from the family business center/academic perspective. Dan is currently The John and Dyan Smith Executive Director of Family Business, part of the Smith Family Business Initiative, at Cornell University. Dan tells us about his role and the family business initiative at Cornell, which is fairly unique. There are less than 100 programs in North America focused on family business—especially staggering considering there are close to 4,000 programs on entrepreneurship. Together, we discuss family business centers and their role as a res...2018-01-1058 minThe Family Business Leader Podcast[SG]10: 10+ Things my Family did to Engage the 3rd Generation in Family PhilanthropyAs a third generation board member of my family’s foundation, philanthropy plays a big role in my life. I was first introduced to our foundation when I was 15. Today, nearly all of my siblings and cousins remain involved in the family foundation—pretty good, especially considering we are spread out geographically and raising our own families. It’s not always easy, but I think we agree that it’s an honor to carry on my grandparents legacy and work together to do good in the communities we serve. People always ask how our family got us in...2018-01-0332 minThe Family Business Leader Podcast[SG]9: Stress Management and Holistic Health with Cynthia DamaskosAfter losing her father and discovering that the causes of his death could have been prevented, Cynthia Damaskos made dramatic changes to her own life. She said goodbye to an unhealthy lifestyle and her job working in high-pressure tech sales. She threw herself into learning about health and wellness and became a Certified Holistic Health Coach. “I realized I needed to put my oxygen mask on first and then go out to help other people,” said Cynthia. In this episode, she shares her story and provides value bomb after value bomb to help listeners begin their own health journey. 2017-12-2749 minThe Family Business Leader Podcast[SG]8: Family, Fights and Ferry Tales with Chris SheplerIn this episode, we hear the story of a seventy year old family business in Northern Michigan. My guest, Chris Shepler, is part of the third generation of Shepler’s Mackinac Island Ferry Service and today serves at the helm as President. Chris shares what it was like growing on the docks, his coming of age adventure leaving the business to pursue his dreams as a professional sailor, and how his family came together to fight for their business when it mattered most. Through it all, Chris has worked to establish his own identity in a s...2017-12-191h 23The Family Business Leader Podcast[SG]7: Raising Financially Responsible Kids Through the Holidays (and Beyond)The holidays— full of magic, wonder, traditions, and more. For many families, especially those with young children, the holidays also involve presents, presents and more presents. (Seriously, so many presents). My husband and I, like many of our friends with kiddos, are working to raise our little one to be mindful about money, spending, giving and investing. Through all the hustle and bustle, we find this time of year is packed with opportunities to create teachable moments with our son. In this episode I’m sharing 10 of my favorite things you can do...2017-12-1328 minThe Family Business Leader Podcast[SG]6: Join the Philanthropic Revolution with Michael MoodyResearch says that the rising generation of family philanthropy will take a different approach to giving. For us, impact drives our giving decisions and we want to see, touch and feel the difference our gifts are making in the world. That said, while some things change, others stay the same. Our core values, commitment to legacy and giving close to home connect us to our previous generation. I’ve personally experienced this around the boardroom of my family’s foundation, so I was thrilled to dive into the topic deeper with Michael Moody, Frey Foundation Chair for Family Philanthropy at t...2017-12-0654 minThe Family Business Leader Podcast[SG]5: Estate Planning 101 aka Estate Planning is Not Optional with Susan Gell MeyersThe estate planning process can seem a little daunting. Having gone through the process, I remember walking into my lawyer’s office and not having a clue what was going to happen— much less how much it would cost. In this episode, with my younger pre-estate planning self in mind, I interview Susie Meyers who is an estate planning attorney with Warner Norcross & Judd LLP. Susie gives real, practical and actionable advice on why you should have an estate plan, and what you can do to prepare to save yourself a few dollars in the process. Top...2017-11-3044 minThe Family Business Leader Podcast[SG]4: Engaging Family in Family Philanthropy w/ GinnyEngaging Family in Family Philanthropy The question I get asked the most, is “Ellie, how can I engage my family in philanthropy?” In this episode, Virginia “Ginny” Esposito, Founder and President of the National Center of Family Philanthropy, highlights what family philanthropy is and common trends in the work she has been in for over 30 years. She has lots of wisdom for parents and great resources, whether you are just getting started or if you’ve been giving for decades. Topics discussed in this episode: About Ginny Esposito (1:43) What is famil...2017-11-2251 minThe Family Business Leader Podcast[SG]3: Leadership, Wellness and Concierge MedicineLeadership, Wellness, and Concierge Medicine Are you struggling with your health and wellness? Are you feeling stretched thin, in a mental fog, constantly fatigued, and left with no time for yourself? As a fellow young leader balancing all of life’s demands, I GET IT. In this episode, I talk about my own health journey. In May of this year, I took a health and wellness sabbatical from my full-time job. I was burnt out—unhappy with my lack of productivity, attention to detail, a...2017-11-1732 minThe Family Business Leader Podcast[SG]2: Douglas D Box: Texas Patriarch- A Legacy Lost This is not a happy ending. Do you have a strong matriarch or patriarch? Do you have more drama in your family business than is healthy? Do you know someone who has sued a family member? If you answered “yes” to any of these questions, this episode is definitely for you. Doug Box, 2nd generation of Box Energy Corp, experienced all of these things and more. In fact, Doug’s life pretty much reads like a Hollywood movie. He shared many of the details in his recent b...2017-11-171h 02The Family Business Leader Podcast[SG]1: About Your Host Ellie Frey ZagelWelcome to the first episode of Successful Generations, a podcast for the next generation of family business, family philanthropy, and family wealth! Together, and with the help of some great guests, we'll tackle the taboo topics our parents and grandparents always told us not to discuss: money, succession, inheritance, and more. Welcome to the first episode of Successful Generations, a podcast for the next generation of family business, family philanthropy, and family wealth! Together, and with the help of some great guests, we'll tackle the taboo topics our parents an...2017-11-0323 min