Trusted Advisor Podcast Series

To sustain a legacy of transgenerational success requires a focus on the family side of the family wealth equation. Conventional wisdom says that family governance is the way to do that. In this episode, Thomasina Williams , Founder of Sankofa Legacy Advisors , shares a leadership development approach for going beyond family governance to build a Connected & Capable Family™ of engaged stewards...

How important is the coordination of a family’s legacy plan and their values with their assets and valuables? In this podcast, Rod Zeeb and Paul Binnion of Hanlon Investment Management discuss where the industry is lacking today and how they envision correcting those shortcomings.

Are your Clients’ families prepared if they lose the ‘recordkeeper’ of the family? Whether that is the family patriarch, another family member, or trusted professional, Rod speaks with Josh Kanter of leafplanner on how to create a leafplan to apply a family office lens to the collection, organization, and mapping of a family’s and family enterprise’s information in a single-source manner, all...

Exciting changes are afoot in the field of family wealth advising! Instead of focusing on the negative behaviors that lead to the dissipation of assets and degradation of family relationships, we are now being called on to emphasize the client’s strengths and focus on constructive behaviors and conversations to help them thrive. Join Rod as he discusses this topic with Marlis Jansen , a licensed t...

Rod Zeeb and Donald Dee of Rare Coins of New Hampshire , discuss how precious metals and numismatic coins are considered safe havens in the investment world as they provide an effective hedge and help to mitigate losses when financial investment vehicles falter or fail. Given the current economic environment, precious metals and numismatic markets are now providing robust returns an...

Rod speaks with Cary Fry of Kalamath Consulting Group about how to uncover opportunities with business owner clients in transition planning that monetizes the value of their business to help them live their best life as a result of their work.

Rod’s conversation with Kristin Keffeler , Founder & Principal of Illumination 360 , continues with a discussion of Wealth 3.0 and how this concept proposes that our profession needs to take a new direction that emphasizes family strengths, developing capability, and collaboration.

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.