Unlocking Family Business Potential Through Advisory Teams with Dr. Jeremy Lurey
The Secret Thoughts of CEO's Podcast
Release Date: 03/24/2025
The Art of Transitions, Maintaining Harmony, and Heritage with Scott Anderson
The Secret Thoughts of CEO's Podcast
Secret Thoughts of CEOS Ep. 142 The Art of Transitions, Maintaining Harmony, and Heritage with Scott Anderson In this deeply revealing episode, Chris Yonker sits down with Scott Anderson, founder and CEO of Doubledare Executive Coaching and a licensed mental health therapist, to unpack the silent epidemic of burnout among entrepreneurs and executives. With personal experience as a serial entrepreneur and trauma-informed therapist, Scott shares the real definition of burnout, why high performers are most susceptible to it, and how to reverse it—quickly and permanently. They explore the...
info_outline
Balancing Boardrooms and Bedrooms - When You and Your Spouse are in a Family Business Together
The Secret Thoughts of CEO's Podcast
Secret Thoughts of CEOS Ep. 141 Balancing Boardrooms and Bedrooms - When You and Your Spouse are in a Family Business Together With Gabriela Embon In this powerful and practical episode, Chris Yonker is joined by transformational coach and author Gabriela Embon to explore what it really takes to sustain a legendary marriage—especially when love and business intertwine. Gabriela shares insights from her journey from engineer to relationship strategist and introduces the Four Pillars of Legendary Marriage from her book Becoming a Power Couple. Together, they dive into boundaries,...
info_outline
Succession without Sabotage: How to Pass the Baton and Protect Your Culture with Andy Busser
The Secret Thoughts of CEO's Podcast
Secret Thoughts of CEOS Ep. 140 Succession without Sabotage: How to Pass the Baton and Protect Your Culture with Andy Busser In this high-level conversation, Chris Yonker interviews Andy Busser, President and CEO of Pitcairn, a multi-family office with a deep legacy of serving ultra-wealthy families. Together, they unpack what it means to lead a family-owned enterprise, especially as a non-family CEO, and how modern governance, culture, and communication influence business longevity. Andy shares strategic insights and lived experience from both inside and outside the boardroom,...
info_outline
Leadership Evolution & Strategy with Nicole Van Valen
The Secret Thoughts of CEO's Podcast
Secret Thoughts of CEOS Ep. 139 Leadership Evolution & Strategy with Nicole Van Valen In this inspiring and energizing conversation, Chris Yonker sits down with resilience strategist, author, and former NFL and NBA dancer Nicole Van Valen to explore the real ingredients behind sustainable leadership. From burnout recovery to joyful performance, Nicole shares how leaders can build emotional and strategic resilience in today’s fast-paced business world. They also dive into generational shifts in the workplace, the role of joy in high-performance leadership, and how managers can meet...
info_outline
Self Awareness & Emotional Intelligence with Stephanie Chung
The Secret Thoughts of CEO's Podcast
Secret Thoughts of CEOS Ep. 138 Self Awareness & Emotional Intelligence with Stephanie Chung In this electric and eye-opening episode, Chris Yonker sits down with aviation pioneer and leadership strategist Stephanie Chung to unpack what it truly takes to lead in today’s world of diverse teams, generational differences, and ever-shifting business landscapes. Stephanie, the first African American president of a private aviation company in the U.S. and former CGO of Wheels Up, blends boardroom brilliance with neuroscience-backed leadership insight. From building trust through body...
info_outline
Succession Beyond the Transition: Gaining confidence while strengthening leadership and family relationships with Kristi Baxter
The Secret Thoughts of CEO's Podcast
Secret Thoughts of CEOS Ep. 137 Succession Beyond the Transition: Gaining confidence while strengthening leadership and family relationships with Kristi Baxter In this masterclass-style episode, Chris Yonker and Kristi Baxter deliver a powerful, holistic perspective on the complex realities of succession planning. With decades of experience working with privately held and family-owned businesses—from $1M operations to $10B enterprises—Chris and Kristi unpack the emotional, strategic, and structural dimensions of continuity planning. This session goes far beyond strategy and legal...
info_outline
What if growth isn't the goal?
The Secret Thoughts of CEO's Podcast
Secret Thoughts of CEOS Ep. 136 What if growth isn't the goal? with Perrin DesPortes In this deeply reflective and energizing episode, Chris Yonker and Perrin DesPortes engage in a rare bidirectional dialogue, unpacking the hidden costs of ambition, the personal reckoning that comes with burnout, and the awakening that’s possible when business success is aligned with inner fulfillment. Perrin, founder of The Next Level Executive, shares his evolution from a high-powered career in dental distribution and M&A to building a purpose-driven coaching practice for healthcare...
info_outline
Legacy in Limbo: Why So Many Leaders Avoid Succession Planning
The Secret Thoughts of CEO's Podcast
Secret Thoughts of CEOS Ep. 135 Legacy in Limbo: Why So Many Leaders Avoid Succession Planning with Dr. Mohanakrishnan Raman In this eye-opening episode, host Chris Yonker speaks with Dr. Mohanakrishnan Raman, an organizational psychologist and international expert on family business dynamics. With decades of experience consulting Indian family enterprises, Dr. Raman shares how cultural norms, succession planning, and next-gen development intersect in often overlooked ways. The conversation touches on Indian traditions, evolving gender roles, leadership readiness, and the...
info_outline
Navigating Change: Insights for Family Business Leaders with Dr. Barrett C. Brown
The Secret Thoughts of CEO's Podcast
Secret Thoughts of CEOS Ep. 134 Navigating Change: Insights for Family Business Leaders with Dr. Barrett C. Brown In this powerful episode, Chris Yonker is joined by global executive advisor and developmental strategist, Dr. Barrett Brown, for a profound and eye-opening conversation about what it really takes to lead in today’s ever-accelerating world. With experience working across six continents and coaching C-suite executives through high-stakes transformation, Dr. Brown brings hard-earned wisdom about the inner capacities required for high-impact, conscious leadership. ...
info_outline
Navigating Legacy and Wealth in Family Business with Jason Smith
The Secret Thoughts of CEO's Podcast
Secret Thoughts of CEOS Ep. 133 Navigating Legacy and Wealth in Family Business with Jason Smith In this powerful episode, host Chris Yonker sits down with Jason L Smith, founder of JL Smith Group, author of The Bucket Plan, and a nationally recognized financial advisor. Jason opens up about being fired by his own father, building a purpose-driven business from the ground up, and the holistic philosophy that now guides his wealth management firm—which oversees more than $4 billion in assets. Jason also shares deeply personal stories about resilience, raising grounded kids, and how...
info_outlineUnlocking Family Business Potential Through Advisory Teams with Dr. Jeremy Lurey
In this episode of the 'Secret Thoughts of CEOs and Business Leaders' podcast, host Chris Yonker discusses the complexities of managing family business transitions with Dr. Jeremy Lurey. The episode covers key topics such as building effective advisory teams, succession planning, and the nuances of family dynamics in business settings. Chris and Jeremy explore the importance of external advisors, the challenges of sibling rivalries, and how to prepare for pivotal moments like selling a business. They also offer insights into identifying the right advisors and emphasize the importance of continuous learning and personal development for effective leadership.
What You’ll Learn
· Why it’s important to have an independent advisor
· The necessity of being a continuous learner to belong in the field.
Timestamps
03:07 Introduction to Dr. Jeremy Lurey
05:20 The Role of Family Business Advisors
20:06 Navigating Family Business Relationships
32:46 The Importance of Independent Advisors
38:42 Generational Transitions and Family Harmony
44:47 The Importance of Personal Connection
Memorable Quotes
· “Common sense is not that common. Right. People just don't stop and think about how I'm interacting with my partner, my child, my cousin, my uncle, my whomever it is. And so we get to shine the flashlight in places where people typically don't look..” [11:16]
· ”for my dad, I will always be the 16 year old who wrapped a car around the tree. I always will be because I did. I did stupid things when I was 16 and 17 year old when I got my driver's license..” [17:34]
· ”We could all get hit by the buff. I prefer the metaphor of when the lottery and move to Fiji myself. But regardless life happens when we least expect it. So having a plan is critical.” [23:01]
Websites:
LinkedIn: @jeremylurey
Jeremy Lurey PhD Bio:
Family Advisor & Leadership Coach
Dr. Lurey is a talented family advisor, executive coach, and business consultant with more than 25 years of experience helping clients—from families of significant wealth to Fortune 500 corporations—achieve their strategic objectives and build sustainable futures. He specializes in leadership development, succession planning, governance, and strategic planning, guiding family offices and family businesses through critical transitions and long-term planning. A PhD in Organizational Psychology, Dr. Lurey is a US Ambassador for the Global Family Office Community and frequently speaks at industry events. Recognized as a “40 Under 40” executive, he is known for his compassionate approach, enabling clients to unlock their leadership potential and focus on what matters most.