Trusted Advisor Podcast Series

Rod talks with Kristin Keffeler , Founder & Principal of Illumination 360 , about how to focus on the path to thriving for the rising generation and the key role that the trusted advisor plays.

Rod Zeeb and Ryan Zeeb of Genacy , talk about building a collaborative team and using collaboration to provide services your clients want and/or need that you do not provide and to build a multi-family office practice.

Rod Zeeb and Lori Coonen, CLO of The Heritage Institute, talk about why our training was created and how it's evolved over 20 years.

Rod and Hugh Ballou of SynerVision Leadership Foundation, talk about the importance of leaders continuing to develop their leadership skills and overcoming challenges to create a high-performance team culture. 

Rod & Doug Gray, Co-Founder of Assess Next Gen and a Consultant with The Family Business Consulting Group, discuss trends in both qualitative and quantitative assessments that are available, information for access to the assessments, and collaborators to help you if you need it.

Rod and Gayle Reaume, Founder of Moolah U, discuss the importance of teaching children what money is and how money works through hands-on experiences, building confidence and stability in the financial future of the Next Generation.

Rod chats with FairSplit founder, David MacMahan about FairSplit.com, an online platform for transparent and efficient, listing and dividing assets online. Whether simply needing a proven process, or needing an independent third-party to manage a fair division, the FairSplit.com platform and services address one of the most challenging areas for executors, trustees, and heirs.

A conversation with Rod and Doug Markewich, Family Coach at Quadrant Private Wealth, regarding the impact that framing (or lack thereof) has had on real cases.

Rod talks with Dianne Chipps Bailey, National Philanthropic Strategy Executive at Bank of America and Chair of the Women’s Philanthropy Institute (WPI) Council, about the future of philanthropy. Dianne shares the latest research from Bank of America and WPI and explores top trends including the demographic shifts in religion, priorities, and practices of affluent Americans, and the growing power o...

Rod talks with Paul Edelman of Edelman & Associates, about how to make it easier for clients to tap your expertise by fostering their sense of efficacy and control. They also address when and how to make a referral to a third-party coach or facilitator.

Rod talks with three Independent trustees - Daniel Felix, Frank Mullins, and Steven Marken, who explain what they do, how they work with professionals, and the benefits for both the planning professionals and the clients in the right situations.

Purposeful Planning Institute - Changes Over the Last 20 Years

Rod speaks with Melissa Mitchell Blitch, author of "In the Company of Family - How to Thrive When Business is Personal" about the importance of boundaries in families and helping them to thrive both as a family and as a business.

Rod speaks with Rodger Johnson and Tiffany Kirgan from Johnson Financial Group to learn how they have integrated the Heritage Process and multi-generational planning into their financial services practice and the impact it has had on their clients, their relationships with their clients, and their business.

Thayer Willis is an author, speaker and leading authority in the area of wealth counseling. Born into the founding family of the multinational Georgia-Pacific Corporation, she brings to her field a unique insider’s perspective on contending with family dynamics as they relate to the mental and emotional challenges of wealth. Our topic is the psychology of wealth and the issues faced in the rare wo...

Paul Binnion with Hanlon Investment Management talks about the changes that have happened and are happening in the investment advisory world from transactional relationships to consultative relationships.

Marty Dutch, VP, Director of Philanthropy Services at First Foundation in Irvine, CA and Past President of the International Association of Advisors in Philanthropy talks about philanthropy and how it benefits both professionals and the families they serve.

Providing experiential learning experiences for your clients will lead to deeper relationships, higher client retention, more and better introductions, more revenue now and in the future, happier clients, and a more satisfying experience for the advisor.

There is a tsunami-level shift taking place in the planning world. You might not be aware of how deep it is. This shift is being driven by clients who are being more vocal than they have ever been about the outcomes they are seeking from the work they do with their advisors. Rod Zeeb suggests that you may not have the big picture about this shift, and what it means to your business.

Most people experience different levels of trust with their various advisors, and your clients certainly trust you. But, are you the trusted advisor they call when anything major (not just legal or financial) happens in their lives? Here is how to move up to that level of trust.

Heritage Institute founder and CEO, Rod Zeeb describes the origins and mission of the Institute, the value it delivers to advisors, and its development into the premier source of training for advisors who are ready to take their practices to the highest level.

Lori Coonen, Master HDP & Chief Learning Officer, interviews Rod Zeeb about the use of a powerful and specialized kind of “Alignment Conversation” that advisors can use when enrolling new clients.

Rod Zeeb tackles the age-old question that advisors regularly deal with when it comes to issues of inheritance and philanthropy: How much is enough to give the children? The answer, of course, begins with the phrase, “It depends!”