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Ep 30. When the Family Business Leader Won’t Let Go with Guests Dr. Michelle Clark and Dr. Moira Somers

The Family Biz Show

Release Date: 05/03/2021

Ep 73. Evolution, Sacrifice & Grit in Family Business with Guests Sena & Rich Wheeler show art Ep 73. Evolution, Sacrifice & Grit in Family Business with Guests Sena & Rich Wheeler

The Family Biz Show

Ep 73. Evolution, Sacrifice & Grit in Family Business  Join us for a Family Biz Show first as we talk to Alaska-based fishing & processing company owners Sena & Rich Wheeler of Sena Sea about the sacrifices that come with navigating a business when one of the owners is away for several months of the year (and the grit it takes!) the unique challenges that come with their business and how their time apart adds value and depth to the time they do spend as a family. If you love warm stories about the bonds of family and have an interest in sustainable fishing, you won’t want to miss this...

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Ep 72. The Deep Psychology of Family Business with Dr. Jim Kestenbaum show art Ep 72. The Deep Psychology of Family Business with Dr. Jim Kestenbaum

The Family Biz Show

Ep 72 – The Deep Psychology of Family Business  In this episode, Dr. Jim Kestenbaum joins us to talk about why consulting a psychologist for family business succession can be one of the best choices a business owner can make today, how using an in-depth leadership assessment process can identify the kind and degree of leadership development areas needed in your business and the reality that many family businesses struggle knowing which family members should do what, especially as talents from the current generation may differ for the next one. Don’t miss this episode!  OUR...

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Ep 71. The Sweet Legacy of Family Business with Guest Michael Speach Jr. show art Ep 71. The Sweet Legacy of Family Business with Guest Michael Speach Jr.

The Family Biz Show

Ep 71 – The Sweet Legacy of Family Business  In this episode, fourth-generation owner of Speach Family Candy Shoppe Michael Speach Jr. joins us to talk about his very sudden & unexpected pivot into the family business, the origins of the business and how it survived the Great Depression, the uniqueness of the confection industry’s ability to help form deep traditions and memories within families and the reality of “legacy guilt”. If you’re a Syracuse local, you especially won’t want to miss this one!   OUR GUEST Michael Speech Jr.*  Michael (also known as The...

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Ep 70. Navigating Wealth 3.0 & Creating An Impactful Life with Guest Kristin Keffeler show art Ep 70. Navigating Wealth 3.0 & Creating An Impactful Life with Guest Kristin Keffeler

The Family Biz Show

Ep 70 – Navigating Wealth 3.0 & Creating An Impactful Life  In this episode, founder of Illumination360 Kristin Keffeler joins us to discuss the hidden tripwires of inherited wealth, how family business owners can identify the clutter that family money can bring. OUR GUEST  Kristin Keffeler  Kristin Keffeler,MSM, MAPP is a thought leader and consultant at the forefront of a global shift in family wealth advising, known as Wealth 3.0. As the founder of Illumination360 and Chief Learning Officer for the Johnson Financial Group, she guides affluent and enterprising families,...

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Ep 69. How to Attract, Hire & Retain Top Talent For Your Family Business with Heenle Turner show art Ep 69. How to Attract, Hire & Retain Top Talent For Your Family Business with Heenle Turner

The Family Biz Show

Ep 69. How to Attract, Hire & Retain Top Talent For Your Family Business  Join us on this episode of The Family Biz Show as guest Heenle Turner teaches us about attracting, retaining & hiring golden talent, her entry into the HR industry (and her connection to Rochester-giant Paychex), the changes the pandemic forced upon many employers in terms of work-life balance demands and what simple processes you can implement into your hiring to help get 5-star employees. Share this episode with other family business owners who could benefit!  OUR GUEST  Heenle Turner*  Heenle is a...

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Ep 68. Health, Wealth & Family Business with Guest Ryan Margolin show art Ep 68. Health, Wealth & Family Business with Guest Ryan Margolin

The Family Biz Show

Ep 68. Health, Wealth & Family Business  It’s our first Family Biz Show in the health & beauty space and we’re excited to have guest Ryan Margolin* from Professional Hair Labs introduce us. Listen in to hear about how a serious health situation with Ryan's mother led to the development of his business, the specific values that drive his company within a under-regulated industry & the systems they had that broke when they hit 7 figures. Don’t miss this one!  OUR GUEST    Ryan Margolin*  Ryan Margolin, CEO of Professional Hair Labs, set out on a journey to help...

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Ep 67. Make Better Decisions Faster with Guest Shannon Byrne Susko show art Ep 67. Make Better Decisions Faster with Guest Shannon Byrne Susko

The Family Biz Show

 Ep 67. Make Better Decisions Faster   Did you know there’s a “silver bullet” of repeatable playbooks for scaling your business, improving your company culture and growing revenues? Shannon Byrne Susko knows so! She joins us on this episode of The Family Biz show and talks about why mastering the "people" side of an execution strategy matters more than you know and that business coaching is so much more than business wisdom – a great coach removes the blind spots you didn’t even know you had! This episode is jam-packed with actionable guidance that any CEO can pull from,...

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Ep 66. Bringing Your Own Experience to the Family Business with Guest Steve Davis show art Ep 66. Bringing Your Own Experience to the Family Business with Guest Steve Davis

The Family Biz Show

Ep 66. Bringing Your Own Experience to the Family Business  Listen in as Steve Davis* of talks about the machine that his great-grandfather invented that put the stage girl of yesteryear out of business, the entrepreneurial pivots that the company made over its long history & the “BYOE” (bring your own experience) family charter that drives the family business.  OUR GUEST  Steve Davis*  Steve Davis is the President at Tapecon, Inc., a 5 generation, family-owned manufacturer based in Buffalo, New York. Tapecon partners with product teams to develop, scale, and deliver...

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Ep 65. Pursuing Evolution, Not Revolution with Guest Nike Anani show art Ep 65. Pursuing Evolution, Not Revolution with Guest Nike Anani

The Family Biz Show

Ep 65. Pursuing Evolution, Not Revolution  A Family Biz Show podcast alumni returns! Listen in as guest Nike Anani of African Family Firms talks about supporting the next generation of family business leaders through education and navigation of roadblocks and how to work on the family not for the family. This is a great episode you won’t want to miss.   OUR GUEST Nike Anani   ---  If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to or visit us at to fill...

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Ep 64. Generating Innovation in Family Business with Guests Lawrence & Michael Wetzel of Air Innovations show art Ep 64. Generating Innovation in Family Business with Guests Lawrence & Michael Wetzel of Air Innovations

The Family Biz Show

Ep 64 - Generating Innovation in Family Business  Listen in as members of the Wetzel* family, Lawrence & Michael*, of Air Innovations discuss the need to constantly seek the advice of others, Michael’s unique entry into the family business and a fun story about an exciting design they developed for a major Las Vegas attraction.     OUR GUESTS  Lawrence E. Wetzel, P.E* Lawrence E. Wetzel is an engineer, an inventor and a businessman. He earned a BS in Mechanical Engineering from Pennsylvania State University, and BA in Mathematics from St. Vincent College. He is a...

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More Episodes

Join us as Dr. Michelle Clark and Dr. Moira Somers discuss the difficulties around family succession when the leader of the business can't let go. Learn why this happens, what to do if this is a problem in your business, and how not to become that person! 

During the live podcast recording, we will be focused on the following topics: 

  • The impact of family relationships during leadership transitions.
  • Are you talking about me?  How to self-identify whether or not you’re unable to let go.
  • The difference between helpful and hurtful when the leadership role is transitioning.
  • How not to be the leader that won’t let go - the importance and role of identity when it comes to succession planning.
  • How to “dementia-proof" the family business.  

This week’s guests

Dr. Moira Somers* is a Neuropsychologist, Family Business Consultant, and Executive Coach based in Manitoba, Canada. She works with business families and their advisors to create dementia-proof succession plans and psychologically healthy workplaces. Dr.  Somers has a specialty focus in the area of wealth psychology, helping affluent people harness the opportunities of great wealth while avoiding its pitfalls. Her book for financial professionals, *Advice that Sticks*, has become an international bestseller. Dr. Somers provides keynote addresses and consultation services to families and organizations around the globe. You can follow Moira on Twitter @advicesticks and on her website Money, Mind & Meaning.

Dr. Michelle Clark* 
As a business psychologist, Michelle consults with companies in situations where the business bottom-line intersects with people issues. She has more than 15 years of experience consulting with family owned businesses as well as privately and publicly held companies. She was the non-family President of an $8M family business and now owns her own business. Michelle specializes in assisting organizations to become smarter and more effective in their hiring, development and succession processes. 
 
Michelle received her Ph.D. in Counseling Psychology from the University of Nebraska; serves on the Board of Directors for Earl May Garden Centers, a family-owned $40M regional retail operation; and volunteers regularly with Room at the Inn, a homeless shelter for women and children. An avid kayaker and biker, she splits her time between St. Louis and Maine. 

You don’t want to miss it! 

Registered associates of Family Wealth and Legacy are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  Family Wealth & Legacy, LLC. is not an affiliate of Lincoln Financial Advisors Corp. 

CRN-3563492-042321

*Not affiliated with Lincoln Financial Advisors Corp.