Bloodlines and Bottomlines

Not all insurance is created equal; and neither are the businesses it protects. How do you build trust with clients, navigate a fourth-generation family business, and prepare the next generation without assuming they'll take the reins? In this episode, Ian Sterling, Assistant VP of Sterling Risk shares how a family business founded in 1932 has grown into a national insurance brokerage by putt...

 Stepping into a multi-generational family business comes with its own unique pressures—especially when you’re balancing legacy, innovation, and the realities of working alongside family. How do you grow a company that’s nearly a century old while still creating space for new ideas, new industries, and the next generation of leadership?  In this episode, Andrew Tjernlund shares the story behind hi...

 Stepping into a family business isn’t always part of the plan—but sometimes it becomes the path you never saw coming. How do you go from outsider to operator, especially in an industry most people misunderstand? In this episode, Lauren Goldman shares her journey from not fully understanding her family’s pawn business to becoming president of a multi-location operation in New York City. From revam...

  Balancing legacy, leadership, and personal identity is at the heart of every family business journey. How do you step into something you’ve always been part of—while still carving out your own path?  In this episode, Abe Daphna shares a behind-the-scenes look at growing up inside a family-run security and government contracting business. From “learning by osmosis” at the dinner table to stepping...

Balancing tradition with innovation is a challenge every family business faces. How do you grow without losing what made you successful? Join Mike Levy from National Metal Industries as he reveals the secrets to navigating the manufacturing industry. Discover how to manage family dynamics, embrace new technologies, and seize market opportunities without losing your core values. In this episode, we...

Balancing legacy with innovation is a challenge every family business faces. How do you grow without losing what made you successful? Join David Katz from Summit Home Healthcare as he reveals the secrets to navigating the home care industry. Discover how to introduce change, tackle workforce challenges, and seize hidden opportunities without breaking family ties. In this episode, we explore: - Evo...