Matt Lesser was given his family’s oil business at just 22 years old and although things didn’t quite go to plan in the beginning, he got some help, turned it around, and sold it to a competitor two decades later. He’s here to talk candidly about this experience. Discover what it takes to turn around a failing family business. Matt is sharing how he worked on his mindset around rebuilding a business that was in deep trouble, and how he works with his clients to help them learn from their experie...
May 03, 2023•46 min
Are you aware of the ripple effect of being stuck in indecision? Whether it’s decisions in your family business or in your personal life, second-guessing one thing creates a chain reaction, meaning one simple decision can actually have profound ramifications. This week, I’m showing you how to stop feeling powerless and frustrated when you or someone else isn’t taking ownership of an important decision so you can decide how you want to show up in the situation from a place of love, caring, and ne...
Nov 23, 2022•18 min
I’m back with another conversation around engaging the next generation of adults in family philanthropy, this time with Molly Stiffler, the director of the Stifler Family Foundation. Molly is sharing the story of how she was first introduced to family philanthropy as a five-year-old, the importance of mentors, how being on non-profit boards benefited her when she was formally engaged, and how you can involve the next generation even before they’re ready to be formally engaged in your family foun...
Nov 16, 2022•41 min
Tune in this week to open your world up to the idea that it’s not that you’re not good at something, you’re just not good at it yet . I’m sharing how to apply this thought to anything that’s holding you back as a leader, and how your whole mindset will change as a result. This is also an amazing tool to share with your team or the other people in your life so they can see the potential they have available to them. Get full show notes and more information here: https://successfulgenerations.com/1...
Oct 26, 2022•8 min
This week, I sat down with Courtney Scott to discuss family philanthropy. Courtney comes from a ranching and banking family, and she’s here to share everything she knows about preparing the next generation to join your family foundation. She’s sharing her valuable advice for anyone thinking of bringing their children into the fold, and we also had a deep discussion on the topic of wealth discrepancy, which is something we don’t talk about enough in the family philanthropy space. Get full show no...
Oct 12, 2022•1 hr
In this episode, I’m speaking to my cousin, Tripp Frey. He is the third generation of the Frey Foundation and our board chair. He was a treasurer for many years before moving up to chair, and he’s here to discuss board work, how we stay engaged in our family’s philanthropy, and his advice for anyone who might be trying to engage the emergent generation in your family foundation. Get full show notes and more information here: https://successfulgenerations.com/17...
Oct 10, 2022•35 min
This week, I’m interviewing Theo Avery, a third-generation family business leader of The Durfee Foundation. He’s here to share his insights into how his family engaged him in the foundation without pressure, and how he got involved while he was also in the process of starting out his own career. Discover how to engage the next generation in your family foundation and some things to consider when onboarding new board members. Get full show notes and more information here: https://successfulgenera...
Oct 05, 2022•55 min
This week, I'm discussing how to take back control when self-doubt and overwhelm take over. This process is easier than you might expect, and I’m giving you one simple question you can ask yourself to start moving through this experience and take back the feeling of control and move forward from that place. Get full show notes and more information here: https://successfulgenerations.com/15
Aug 18, 2021•15 min
There are so many occasions where life throws us challenging circumstances. And while this looks different for all of us, I’m showing you how adopting a learner’s mindset will allow you to lead in a powerful way through any situation. Get full show notes and more information here: https://successfulgenerations.com/14
Aug 13, 2021•23 min
Discover my two favorite tools to use when you know a tough conversation is coming. I’m sharing why knowing what hat you’re going to wear is so important, and how to focus on the things you can change, instead of getting frustrated about what you can’t. Get full show notes and more information here: https://successfulgenerations.com/13
Jul 21, 2021•24 min
If you’re wearing the badge of busyness, I want you to join me on the podcast this week as I invite you to consider banning the word busy from your vocabulary. I’m sharing how we miss out on so much that life has to offer because we think we should be busy. And I’m giving you my favorite thing to think instead of, “I’m too busy…” Get full show notes and more information here: https://successfulgenerations.com/12
Jul 14, 2021•21 min
If you’re encountering difficult and often uncomfortable power dynamics in your family systems, trust me, you are not alone. Power dynamics are at play in all workspaces, but when you’re working so closely with your family, they can get really tricky. If this sounds familiar, you need to listen closely to this episode. Get full show notes and more information here: https://successfulgenerations.com/11
Jul 07, 2021•36 min
Making assumptions about what other people are thinking and feeling is something we all do, whether consciously or subconsciously. And this is especially the case when it comes to their feelings and thoughts specifically about us . But this line of thinking is not serving you or anyone else, so we’re taking a look at what you can do to get out of other people’s brains and fully into your own so you can get back to doing an amazing job! Get full show notes and more information here: https://succe...
Jun 30, 2021•12 min
Tune in this week to discover the secrets to working closely with the people you share every other area of your life with. We’re discussing where Whit and Jake have run into differing approaches, disagreements, and how they have overcome them to build an incredible business. Get full show notes and more information here: https://successfulgenerations.com/9
Jun 23, 2021•48 min
Tune in this week to discover what so many people get wrong about creating confidence, and the exercises I use with my clients that you can start using right now to build more confidence. I’m sharing where confidence really comes from, and by the end of the episode, you’ll understand where you can look to for a confidence boost whenever you need it. Get full show notes and more information here: https://successfulgenerations.com/8
Jun 16, 2021•20 min
We’re talking today about one of my favorite topics: emotions . Specifically, I’m discussing processing emotions while you’re at work, which comes up for so many of my clients. So, if you regularly feel a sense of overwhelm, anger, or anxiety around your day-to-day at work, or you know somebody who is currently in this headspace, this episode is for you. Get full show notes and more information here: https://successfulgenerations.com/7...
Jun 09, 2021•17 min
Kim is on the show this week to discuss an area of knowledge and passion for her: entitlement. This is a huge issue within the family business sphere. As a family business grows, the number of people around it will follow. And Kim is here to discuss how we can be discerning about who we involve, and how we should be allocating our resources. Get full show notes and more information here: https://successfulgenerations.com/6
Jun 02, 2021•25 min
Have you ever taken what you believed would be a rejuvenating break from reality, but instead of relaxing and recharging, you returned tired and frustrated, either because work got in the way, or just the stressors of trying to keep everyone entertained? This week, I’m inviting you to try purposefully planning your vacation with the same level of precision that you plan every other aspect of your life, whether that’s work, workouts, or personal care appointments. Get full show notes and more inf...
May 26, 2021•19 min
Discover why it’s so important to track and celebrate your wins on a regular basis. I’m sharing how I do this work with my clients, how you can start doing this work for yourself, and the incredible benefits and transformations that I have seen as a direct result of making this practice a part of every single week. Get full show notes and more information here: https://successfulgenerations.com/4
May 19, 2021•14 min
Last week, I spoke about the concept of Same-Page Leadership. This week, I want to share some examples in practice. When you get into alignment and understanding with your significant other, it means fewer arguments and issues at home; it means a healthier relationship between you and them and a healthier relationship with your business. If you are ready for all of that, this will be a great episode for you. Get full show notes and more information here: https://successfulgenerations.com/3...
May 12, 2021•24 min
Discover the perfect tool to implement when it feels like you and your partner or family member are on different pages when it comes to your business. I’m sharing the most common complaints I hear from my clients who are in this situation, and you’ll learn what’s going on in your head. And once you understand this, you can get aligned and start reaching an agreement that serves everyone involved. Get full show notes and more information here: https://successfulgenerations.com/2...
May 05, 2021•21 min
Tune in this week to discover the direction I’ll be taking this podcast moving forward and the changes you can expect to hear. I work with clients every day who are grappling with real issues, real overwhelm, and real confusion, and if you are leading a family enterprise, this is the podcast for you. Get full show notes and more information here: https://successfulgenerations.com/1
Apr 28, 2021•11 min
This 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.
Apr 21, 2021•1 min
Tune in for an episode of Successful Generations with a difference. Neill Williams is sharing the transformation she’s experienced over the past two years of working with me on her mindset in so many areas. If you’ve ever wondered what goes into the work we do as coaches, this episode is exactly what you need to hear. Get full show notes and more information here: https://successfulgenerations.com/mindset-transformation...
Mar 31, 2021•53 min
Tune in this week for a discussion with Bob Reid on common misconceptions around family philanthropy, and what it means for the next generation. Bob is sharing how his own research has brought up so much that flies in the face of the critical literature in this field, and we’re directly addressing criticisms of family philanthropy when it comes to impact, regulation, and so much more. Get full show notes and more information here: https://successfulgenerations.com/089...
Mar 24, 2021•57 min
This week, Logan Angel shares her experiences as a second-generation family philanthropist. We discuss her experiences of realizing her family was different than those around them, and her journey through that adjustment. We are also looking at the immersion program she attended with KORE Venture, and how that has impacted her and her family foundation’s future for the better. Get full show notes and more information here: https://successfulgenerations.com/088...
Mar 17, 2021•30 min
Tune in this week as Andrew and I discuss his role in helping the rising generation within families of wealth see the fortune in their hands as a tool and not a burden. Andrew believes that with great contribution comes great fulfillment, and is a big proponent of intergenerational curiosity, helping children and their parents understand the unique positions they are in, and how they can best move forward. Get full show notes and more information here: https://successfulgenerations.com/087...
Mar 11, 2021•27 min
We all die. The goal isn’t to live forever, the goal is to create something that will. –Chuck Palahniuk Full show notes can be found: www.successfulgenerations.com/epsiode086 QUESTIONS: What do you need to be successful in transferring the business? Why is a business succession plan important? What are the components of a good plan? Why is a valuation important for a family business? Selling to a third party-- why is this thinking advisable even if you plan to sell it to your kids? What are pros...
Oct 21, 2020•53 min
Welcome! Full show notes can be found at www.successfulgenerations.com/episode085 Questions: What is a family office? Who should create a family office? Who Shouldn't? How do you get started? Do you have to have billions of dollars to start a family office? Who should lead a family office? What are a few best practices and lessons learned? What are a few resources newbies should check out when thinking about starting a family office? What is FOX's role? How can we connect with you? BIO Glen John...
Sep 02, 2020•43 min
Full 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 Rising ...
Aug 10, 2020•40 min
