The Family Biz Show

Join host Michael Palumbos and new guests every episode as they talk about everything from navigating family business transitions, business growth strategies, family conflict, leadership and team development and more. Catch episodes on Apple Podcasts and Spotify! Don't forget to share your favorite episodes with others. Tag us with #thefamilybizshow! ------------------------------ Source: Family Enterprise USA. https://familyenterpriseusa.com/polling-and-research/ Disclaimer: The is not intended to be a substitute for professional investing advice. Always seek the advice of your financial adviser or other qualified financial service provider with any questions you may have regarding your investment planning. Michael Palumbos is a registered representative 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. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. CRN-3132401-061820

Ep 62. Over-Delivering & Delighting: Keeping Service at the Center of Family Business with Guest Fred Matt 07/27/2022

Ep 62. Over-Delivering & Delighting: Keeping Service at the Center of Family Business with Guest Fred Matt Ep 62 - Over-Delivering & Delighting: Keeping Service at the Center of Family Business Join us as we talk to the founder of (and the second oldest in the entire nation) Fred Matt of about the importance of discarding platitudes and truly delighting the customer to ensure your businesses longevity. OUR GUEST FRED MATT* Fred Matt is the President and Chief Executive Officer of the F.X. Matt Brewing Company, the oldest Brewery in the State of New York, and second oldest Brewery in the United States. Fred is the fourth generation of the Matt Family to serve the Company. As a key member of the management team, he has been successful in leading the Brewery into new areas of growth and the development of the Company brands. Instrumental in expanding the distributor network, Fred has successfully rebuilt the sales and marketing organization in order to support the growth of the Saranac brand and other new products. He also helped create the ‘Saranac Thursdays’ and ‘Saranac Concert Series’ held at the Brewery. These events have been the driving force in revitalizing the West Utica area of Varick and Court Streets and have helped attract new local businesses. Proceeds from the events help the local United Way. In addition to his many contributions to the success of the Brewery, Fred serves on the Brewers Association Board of Directors, Co-chair of the Brewers Association’s Market Development Committee and Co-Chair of the Public Relations & Marketing Committee. Fred also serves on the Beer Institute Board and as the President of the NYS Brewers Association Board. Fred is also Chairman of the Boilermaker Road Race. In the past, Fred has served on the Governing Board of Excellus BlueCross BlueShield, the Regional Advisory Board, the Board of St. Elizabeth’s Hospital (Finance Chair), the United Way Board (campaign chair – raising $3.6M – the most money ever) and the Syracuse Chiefs Board of Directors. Fred and his wife Carrie live in Clinton, NY and have three children. ------- *not affiliated with Lincoln Financial Advisors Corp. CRN-4859877-071922 Michael Palumbos is a registered representative 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. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. /episode/index/show/thefamilybizshow/id/23805464

Ep 61. How to Flourish as a Family Business with Guest Rachel Llanes 07/12/2022

Ep 61. How to Flourish as a Family Business with Guest Rachel Llanes Ep 61 - How to Flourish as a Family Business Could there possibly be any common denominators between the family room, the board room and the war room? Founder of the Gardin Group Rachel Llanes* knows so! Listen into this episode of the Family Biz Show to learn about advanced leadership concepts family business owners need to know to help their companies flourish. OUR GUEST RACHEL LLANES* Rachel is the Founder and Lead Gardiner of The Gardin Group. She helps leaders solve their people problems (e.g. disengagement, burnout, accountability, and communication issues). Rachel has her master’s in counseling and has developed and delivered training on peak performance, resilience, and leadership for a diverse array of organizations, from Fortune 50 companies to government agencies, the US military and beyond. Her vision and mission in life is to translate what science knows of human flourishing into non-psychobabble bottom line behaviors anyone can immediately start integrating into how they live, love and lead. For the past decade, she has guided, instructed and coached members of the armed forces, from commanding generals, to green berets, to postpartum soldiers. Today, most of her clients are C-suite executives committed to creating the best cultures possible for their people. When she isn’t pouring through literature on leadership, Rachel can be found rappelling down the cliffs of Hawaii’s mountains, or diving deep beneath its shores with her Navy SEAL husband, Cody. He tries to keep up ;) ------ *not affiliated with Lincoln Financial Advisors Corp. CRN-4822667-062822 Michael Palumbos is a registered representative 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. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. /episode/index/show/thefamilybizshow/id/23523101

Ep 60. Doing It Your Way – Advice for the Next Gen of Family Business Leaders with Guest Danielle Mercuri 06/28/2022

Ep 60. Doing It Your Way – Advice for the Next Gen of Family Business Leaders with Guest Danielle Mercuri Ep 60 Doing It Your Way – Advice for the Next Gen of Family Business Leaders Listen in as we talk with Danielle Mercuri*, CEO of DD Hospitality Group and owner of Rise n Shine Diner & Loded in Syracuse, NY about how she inherited Rise n Shine from someone who wasn’t “blood family”, how she continues the original owner's legacy and yet makes it her own, plus sage advice for the next generation of family business owners that cannot be overlooked. OUR GUEST Danielle Mercuri* My business has not only turned me into the person I am today, but it has also allowed me to change others' lives along the process. As the restaurant and hospitality industry continue to dig deeper roots in my life, I am realizing that my goals are to connect people over great food every day. There’s a lot of history to be known in this place and we’ve come a long way in recent years, but here is the website version. All the way back in 2009, I lost my job and was unemployed for a year. I was going through one of the darkest times in my life; no money, three daughters to take care of and no idea of what was next. I prayed. I prayed for help. In that moment, and I do mean in that very moment, the phone rang… My stepfather, Tommy Rozzano, called about a position at The Rise N Shine Diner! A longtime friend of Tommy’s, Peter Henessey, needed a waitress full time and I CLEARLY needed a job. I clearly remember I couldn’t even find this diner! It was tucked behind a small Valvoline, with not much signage. I drove around a few times looking for the diner, and I almost gave up. Then, I saw this tiny, rundown building in the back. Pete, who I had never met, welcomed me right away and eventually became like an uncle to me. I was instantly drawn to helping Pete build his business and take care of our customers. I saw the potential in this tiny, little, off-the-beaten path diner and knew my future was in FOOD! He had owned many restaurants in his day and had been a great friend to many; but little did we know this diner would be his last stop. A few years down the road, Pete fell ill with leukemia and was told he didn’t have a lot of time to live. One day, he called me to his bedside at the hospital. Pete, having no family, felt that I was the right person for the job and asked me if I would take over the Diner. This was a great opportunity, and I was humbled, but I was also SCARED! I have never run my own business, but Pete reminded me that I was built for this! Initially I was determined to help Pete while he was in the hospital in hopes he would beat the sickness and come home…but he didn’t. A couple months later he died. I lost a friend, mentor and teacher, but what I gained was the ability to preserve and take on this Restaurant. In 2011 I began my new journey as a business owner. I couldn’t look back, only forward. My plan was to continue building this business, like Pete would have wanted. To RISE this business to its potential and SHINE! My mission is to share great tasting food and to make it memorable. We understand that food is a universal language; it brings people together from all walks of life and makes memories, long-lasting ones. You can follow me on and Visit: & --------- *not affiliated with Lincoln Financial Advisors Corp. Michael Palumbos is a registered representative 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. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. /episode/index/show/thefamilybizshow/id/23522741

Ep 59. Business Transition & The Trust Factor with Guest Jon Spacher of Fee Brothers 06/16/2022

Ep 59. Business Transition & The Trust Factor with Guest Jon Spacher of Fee Brothers Ep. 59 Business Transition & The Trust Factor Listen in as we talk with 5th generation co-owner of Fee Brothers Jon Spacher* about the near-100 year long history of Fee Brothers, his transition from the insurance industry into the cocktail industry, and the necessity of trust when it comes to family business transitions. OUR GUEST Jon Spacher* Previous owner Ellen transferred ownership to Benn Fee Spacher and his brother Jon* in March 2020. Jonathan F Spacher* is the eldest son of Mary Fee Spacher, born May 1976 and a graduate of Penn State University with a degree in Insurance. He spent 24 years working in the Insurance industry, ultimately becoming a regional president for a national insurance company. In April 2021, Jon started at Fee Brothers as CEO. Jon has a real knack for business and sales and a great enthusiasm for the cocktail industry. For many years, Fee Brothers was one of the last producers of Cocktail Bitters in the United States. Once referred to as “The Noah’s Arc of Bitters,” they kept those products from going extinct before the great classic cocktail revival. Fee Brothers continues to stretch and expand. Their products have been shipped to every continent except Antarctica, which as of this writing, is lacking a known restaurant or bar. Could James, Owen, John, and Joseph ever have dreamed in the 1860’s what the future would hold? Many years have passed since that little saloon/delicatessen was established in 1863. The care that Fee Brothers puts into bottling their products and the concern for each and every customer’s needs carries the company into the future. The Fee family takes pride in their company’s history by displaying this little verse: “The House of Fee by the Genesee Since eighteen hundred and sixty-three.” ----- CRN-4780063-060822 *not affiliated with Lincoln Financial Advisors Corp. Michael Palumbos is a registered representative 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. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. /episode/index/show/thefamilybizshow/id/23448215

Ep 58. The Orchestra of Family Business with Guests Robert & Trevor Stevenson 05/25/2022

Ep 58. The Orchestra of Family Business with Guests Robert & Trevor Stevenson Ep 58 The Orchestra of Family Business Listen in as we talk with father and son duo Robert & Trevor Stevenson* of Eastman Machine Company about the evolution of their business, the hard decisions they’ve had to make regarding family members over the years and the intriguing connection they have to a very famous person in history! OUR GUESTS Robert L Stevenson* Robert L. Stevenson is CEO of Eastman Machine Company and the fourth generation of his family head the business. Eastman Machine Company is the world’s oldest manufacturer of fabric cutting machinery and has been located in Buffalo, New York since 1888. The company sells worldwide and currently has customers in over 150 countries. Eastman manufactures a range of fabric cutting and material handling machinery and sells into diverse markets that include aerospace, apparel, automotive, energy products, furniture, industrial textiles, marine, and recreational products. Mr. Stevenson is a 1969 graduate of St. Paul’s School and in 1973 he received a B.A. from Yale University. Mr. Stevenson is also a 1975 graduate of the Harvard Business School certificate program. Upon graduation from Yale, he joined Eastman Machine Company as a full time employee. During his tenure at Eastman, he has filled a variety of roles such as: Service Manager, VP of Manufacturing, Corporate Treasurer, and was named President in 1983. In addition to his career at Eastman, Mr. Stevenson has served his community in a number of different capacities. He has served as Chairman of the World Trade Center of Buffalo, and also Chairman of the Child and Family Services Foundation, (the oldest and largest the Board of Directors of social service organization in Buffalo). He also serves on the boards of the United Way of Buffalo, InSyte Consulting and the New York Federal Reserve Advisory Board. He sits on the board of Medaille College where he had been chair from 1999-2006; and he has served as trustee of the Albright Knox Art Gallery, the Buffalo Red Cross, and the Elmwood Franklin School. Mr. Stevenson is married and resides in Buffalo with his wife; they have six grown children and 11 grandchildren. Trevor Stevenson* R. Trevor Stevenson is President of Eastman Machine Company, a family-owned and operated business since 1888. Born in Buffalo and raised in Columbus, Georgia, Mr. Stevenson is a 1998 B.A. graduate of the University of Vermont and 2011 M.B.A. graduate from the University of Buffalo. Upon graduation and prior to joining the Eastman team, he worked in Europe for an internet company as well as a manufacturing firm in Colorado. He currently works closely with all departments at Eastman and is major influencer on product design, sales, and tech service. In addition to his career at Eastman, Mr. Stevenson previously served on the board of directors for United Way, Child and Family Services in Buffalo, NY and the World Trade Center Buffalo Niagara. Mr. Stevenson is married with twins (11), a daughter (20) and two dogs. He enjoys spending time with his family, skiing, hiking, traveling, and playing golf. ----- *not affiliated with Lincoln Financial Advisors Corp. Michael Palumbos is a registered representative 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. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. CRN-4761089-052522 /episode/index/show/thefamilybizshow/id/23228837

Ep 57. The CADLIFE of Family Business with Guests Pete, Andy & Tom DiLaura 05/17/2022

Ep 57. The CADLIFE of Family Business with Guests Pete, Andy & Tom DiLaura The CADLIFE of Family Business Listen in as we talk with the DiLaura family of CADimensions about their long history of “pivoting” well before COVID-19, the risks of trying to reinvent the wheel when difficulty strikes and their unique company (and family) mission statement they affectionately named CADLIFE. OUR GUESTS Peter DiLaura* – Chief Executive Officer Pete DiLaura started CADimensions, Inc. in 1990 after spending several years in the Computer Aided Design and Manufacturing industry. He held multiple sales and marketing positions with CAD/CAM software and hardware manufacturers before getting involved in the reseller channel. He has grown CADimensions into a complete engineering and manufacturing software solutions provider for CAD, CAM, Product Data Management, Design Simulation, and 3D Printing Systems, along with an assortment of other engineering and manufacturing applications. Pete has been at the helm of CADimensions since inception and has now finalized his 10-year succession plan with tuning the operation of the company over to his two sons. In his spare time, Pete enjoys spending time with his wife Tara, along with their 3 children and 6 grandchildren. Pete is also on the Board of Trustees for LeMoyne College, his and Tara’s Alma Mater, the Board of Directors for Onondaga Golf and Country Club and is actively engaged with the NY Family Business Center at LeMoyne College. Andrew DiLaura* – President Andy has been part of CADimensions since 2007 and along with his brother Tom is part of the 2nd generation for CADimensions. In his role as President he is responsible for working with a team of 55+ employees across the Northeast to ensure revenue targets and growth goals are met. Prior to his current role, Andy has served as an account manager, Sales Manager & VP of Sales & Marketing during his 15 years at CADimensions. Outside of CADimensions, Andy sits on the Board of Directors at the NY Family Business Center and enjoys spending time with his wife Corrine, and coaches a variety of youth sports for his daughter and son. Andy is a 2005 graduate of St. John Fisher College and prior to joining CADimensions he worked as Director of Ticket Operations for the Rochester Redwings, a Triple-A baseball team in Rochester, NY. Thomas DiLaura* – Executive Vice President Tom has been part of CADimensions since 2013. In his role as Executive Vice President of Technical Services he is responsible for working with the technical staff at CADimensions, to ensure customers have the best support and services experiences. Tom started as an application engineer and grew through different department and management positions. Prior to CADimensions, Tom spent five years as a Systems Architect at General Dynamics working on submarine weapons systems for the US Navy. In his free time Tom enjoys spending time with his wife Casey and their 18-month-old son and going on family trips. He sits on the Board of the Syracuse Gaelic Football Team and is an active member of the NY Family Business Center. Tom earned his Bachelor of Science in Electrical Engineering from Union College in 2009 and a Master of Science in Systems Architecting and Engineering from USC in 2011. ----- *not affiliated with Lincoln Financial Advisors Corp. Michael Palumbos is a registered representative 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. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. CRN- /episode/index/show/thefamilybizshow/id/23031374

Ep 56. Asset Protection Strategies Missed by Many Family Businesses with Guest Russ Alan Prince 05/03/2022

Ep 56. Asset Protection Strategies Missed by Many Family Businesses with Guest Russ Alan Prince Ep 56 Russ Alan Prince Asset Protection Strategies Missed by many Family Businesses Listen in as private wealth consulting expert Russ Alan Prince* lays out the surprising mindset of many “middle-class millionaires”, the asset protection strategies often missed and why it’s important to re-evaluate your entire advisory team every few years. OUR GUEST Russ Alan Prince* Executive Director, Private Wealth Magazine RUSS ALAN PRINCE is the Executive Director of Private Wealth magazine () and one of the leading authorities in the private wealth industry. He consults with family offices, the wealthy, fast-tracking entrepreneurs, and select professionals. He is the author or co-author of more than 60 books, including Everyone Wins! How You Can Enhance and Optimize Business Relationships Just Like Ultra-Wealthy Entrepreneurs and How to Build a High-Performing Single-Family Office: Guidelines for Family Members and Senior Executives. Collectively, the cache of research-based insights within Prince’s publications is the most complete empirical analysis in the field and the largest, most comprehensive database on the topic. ----- *not affiliated with Lincoln Financial Advisors Corp. Michael Palumbos is a registered representative 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. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. CRN-4668369-041122 /episode/index/show/thefamilybizshow/id/22831373

Ep 55. All With Love; The Center of the Family Business with Guests Bill & Steve Rott 04/19/2022

Ep 55. All With Love; The Center of the Family Business with Guests Bill & Steve Rott Ep 55 Bill & Steven Rott of William C Rott & Son Inc. All With Love; The Center of the Family Business Listen in as we talk to guests Bill & Steven Rott of William C Rott & Son Inc. in Buffalo, NY about the draw to join the family business, favorite business memories, their family traditions and why doing everything with great love, for their clients and employees, is at the center of their business model. OUR GUESTS Steven Rott* General Manager Steven started in the family business in 1979 at 16 years of age, over the summer as a roofer's helper and then became a roofing mechanic within the next 3 years and then crew leader for 12 years and then sales and management. He loves what he does and enjoys reading, writing and playing tennis. Steven is a Christian and has been married for 24 years and has 5 kids (from 9 to 22). Bill Rott* William C Rott Jr (Bill) retired at 72 From William C Rott & Son Inc. Bill is a Retired Army National Guard Captain. Bill trained as a carpenters apprentice under his Uncle Slyvester Rott. Bill Jr worked as a carpenter, and in sales and Management over the 58 years at Rott. Bill worked with his dad, Bill Rott Sr. until Bill Sr retired in the early 70's, at which time Bill Jr took over complete responsibility for the company. They built houses and did remodeling and roof and siding work all over Western New York. Bill Jr narrowed our offering to specializing in Roofing, Siding, Windows, and Gutters in the mid 1970's. Bill Jr now takes care of his special needs daughter Courtney, and volunteers at two food pantries and is involved in local veterans groups and helps and participates in honoring those veterans who have passed on. Bill is a Christian and is married with 8 adult kids and 18 grand kids. ----- *not affiliated with Lincoln Financial Advisors Corp. Michael Palumbos is a registered representative 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-4646865-033022 /episode/index/show/thefamilybizshow/id/22595414

Ep 54. The World Saving Power of Family Philanthropy with Guests Yale Levey, Scott Farnsworth & Ryan Ponsford 04/05/2022

Ep 54. The World Saving Power of Family Philanthropy with Guests Yale Levey, Scott Farnsworth & Ryan Ponsford Listen into this exciting new episode with guests Yale Levey*, Ryan Ponsford* and Scott Farnsworth* as we discuss the world-saving power of family philanthropy! The beauty of philanthropy is that there’s no financial skill you can’t learn through it. We will cover how philanthropy can look very different between families & how the grandparents handle the public image of it (positive or negative) and how philanthropy can bring family members who may not generally have interest in the family business together, simply because of the type of philanthropy they’re doing. OUR GUESTS Yale Levey* Co-Founder and President - Gateway for Good Yale’s professional background and experience originates from the wealth management space. In that role, he stands out as someone who has ascended to a place of expertise where wealth management intersects philanthropic activities, helping his clients, fellow advisors and youth build philanthropy and giving into their activities and behaviors. Understanding that true wealth is much more than just dollars and cents, it was this awareness that led Yale to pioneer the formation of one of the country’s first holistic wealth consulting firms. Through his years of intentionally building philanthropy and giving into the work he does for families and business leaders, Yale has led the way in igniting conversations beyond wealth and profitability into a conversation about impact and significance. He understands that philanthropy and giving is perhaps one of the best tools we have available to reunite a divided world. Yale is the thought leader and innovator you want in the room when you’re looking to design something new that aligns your purpose and passion with profits and impact. Ryan Ponsford* Co-Founder and Board Chair – Gateway for Good Ryan’s professional background and experience originates in the private banking world. In that role, as an advisor to affluent families, over time, Ryan saw the challenges and dangers surrounding wealth preservation and wealth accumulation in families and businesses. He saw that even the best financial planning didn’t necessarily lead to happy, functional and successful people, families or businesses. He came to know that the place planning breaks down is often around communication, trust, purpose, mission and vision. This realization served as the catalyst that led him to begin focusing on how he could help his clients experience success and continuity not only in terms of financial success, but life success. Scott Farnsworth* Scott Farnsworth, J.D., is a nationally-recognized speaker, author, and practitioner in the fields of wills, living trusts, tax-free retirement, charitable giving, and values-based estate planning. Over the years, he has poured his innovation and creativity into a wide range of enterprises designed to connect families, change lives, and inspire clients to preserve and pass on their legacies. These include Family Heritage International; the Cerus Company; SunBridge, Inc.; Legacy Planning Associates, LLC; Main Street Philanthropy; and Personal Asset Advisors. Most recently, Scott founded Will & Trust Express because he believes high-quality legal services should be available and affordable for middle-income individuals and families. He has developed tools and processes that simplify the creation of professional-grade living trusts, wills, living wills, and powers of attorney for Florida residents. In addition to his four decades of professional experience as a will and trust attorney, he was Vice President & Trust Officer at Trustmark National Bank and professor of business law at the University of Southern Mississippi. Scott has designed and presented hundreds of speeches, seminars, and professional workshops to a wide range of client organizations, and estate planning, financial planning, and philanthropic groups over the past 42 years. In addition to this collection of essays, he is the author of four other books: Closing the Gap: A Revolutionary Approach to Client Services; Like a Library Burning: Sharing and Saving a Lifetime of Stories; Puzzling Questions for Middle Income Families; and Double Your Sales: An Honest and Authentic Approach to Professional Selling. He grew up on a small dairy farm in Fruitland, New Mexico, one of thirteen children in a “yours, mine, and ours” family. He earned his undergraduate degree magna cum laude at Brigham Young University in Portuguese and Political Science, with a minor in Philosophy. He earned his law degree magna cum laude at Brigham Young University Law School, where he was Managing Editor of BYU Law Review and the author of two professionally published legal articles. Following graduation, he served as Judicial Clerk for Judge Paul H. Roney of the United States Court of Appeals for the Fifth Circuit, who was based in St. Petersburg, Florida. He and his wife Marcie live in Orlando, Florida. They are the proud parents of six children and the grandparents of eight grandchildren ----- *not affiliated with Lincoln Financial Group Michael Palumbos is a registered representative 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. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. CRN-4559712-031722 /episode/index/show/thefamilybizshow/id/22595375

Ep 53. Guided by Grandpa’s Values with Colby Clark & Jennifer Donahoe of Feldmeier Equipment 03/22/2022

Ep 53. Guided by Grandpa’s Values with Colby Clark & Jennifer Donahoe of Feldmeier Equipment Ep 53; Guided by Grandpa’s Values – Feldmeier Equipment Listen in as we talk to Colby Clark* and Jennifer Donahoe*, third-generation owners from Feldmeier Equipment of Syracuse, NY about the "big hairy audacious goal” that the family helped execute, the crisis the family rallied around in the mid-2000's and exactly what Feldmeier did alongside Pfizer and Moderna to help get vaccines to the world during the COVID-19 Pandemic. Driven to improve the way the world processes fluids, Feldmeier Equipment was founded in 1952 when Robert H. Feldmeier developed the world’s first Triple Tube™ Heat Exchanger. From this revolutionary advancement grew a family inspiration to expand ingenuity and forward thinking to a variety of industries. Feldmeier Equipment has since become a respected supplier to some of the most elite companies worldwide in their respective trades. From pharmaceutical, biotech, and cosmetic clients to brewers and food, dairy, and beverage processing facilities, the Feldmeier name has become a trusted resource for quality, dependable stainless steel processing equipment. As they have grown from a single facility in Syracuse NY to now six manufacturing facilities in four states with global reach, there continues a constant theme that keeps their team true to their original principles; The Feldmeier name and family which remains the backbone of the company today, now three generations strong. From the advent of the Triple Tube Heat Exchanger, to the Spray-Up silo cleaning system, and most recently the Feldmeier’s entire Farma Mixer agitation line; Innovation has been, and will continue to be, a family tradition. You can learn more about the . ---- *not affiliated with Lincoln Financial Group Michael Palumbos is a registered representative 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. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. CRN-4491685-030822 /episode/index/show/thefamilybizshow/id/22419404

Ep 52. How To Develop a Family Council with Lisa & Jay Daniel of Lodge Cast Iron 03/08/2022

Ep 52. How To Develop a Family Council with Lisa & Jay Daniel of Lodge Cast Iron Ep 52. How To Develop a Family Council with Lisa & Jay Daniel of Lodge Cast Iron Join us for one of our biggest episodes yet as talk with us about how to create a family council, catch some truly precious stories of how the Lodge family stays close and how their brand evolved from it’s humble beginnings. You may also catch how excited Michael is, now that he learned how to season his cast iron pans. Share this episode with others! Our Guests Lisa Daniel* President & COO, Intechgrate Systems Family Council Volunteer & 5th Generation Spouse, Lodge Cast Iron Lisa and her husband Jay live in Sarasota, Florida where they own and operate Intechgrate Systems, an IT services company that they founded together 21 years ago. Their 3 children have been raised surrounded by both family & business values. Their youngest daughter is now a college freshman, so Lisa uses her newfound “empty nest time” working on Family Council projects for Lodge Cast Iron. Lisa joined the Lodge family in 1994 when she married 5th generation family member Jay Daniel. She is very active with the Joseph Lodge Family Council. The Family Council has spearheaded projects that include a secure family web portal, a digital interactive family tree, family archive videos, quarterly newsletters, online family happy hours and annual family gatherings. The group is currently working on an education plan that will include topics about both the family and the business. Lisa was born and raised in a small town in Pennsylvania as part of a very large family. She and her 8 siblings are very close and have found ways to stay connected even though they are now very geographically dispersed. Family values have always been important to Lisa, and she is lucky enough to share those values with Jay’s family. Lisa is very passionate about open communication between family, celebrating the accomplishments of individual family members, bringing all generations of the family together and capturing family history. Jay Daniel* Jay Daniel is the CEO of Intechgrate Systems, an IT services company that he and his wife Lisa founded together 21 years ago. In 2007 he was elected to the board of another family business, Lodge Manufacturing. The cast iron cookware company was founded in 1896 by Jay’s great, great grandfather, Joseph Lodge. During his time on the board, Jay has served or chaired each of its committees. He has helped guide the successful completion of several objectives in recent years, including the adoption of an updated Stock Restriction Agreement, introduction of an annual share valuation report, and the establishment of the Joseph Lodge Family Council. Perhaps most importantly, Jay co-chaired the ad-hoc committee which navigated the leadership succession between 4th generation family members and the company’s first non-family CEO and executive team. Throughout its 125-year history, Lodge has remained committed to its employees and the South Pittsburg, TN community where its foundries are located. The same is true of much younger Intechgrate Systems and its support of the Bradenton & Sarasota, FL community. Jay is proud of what his family and these businesses have accomplished and is enthusiastic about his family’s future. --- *not affiliated with Lincoln Financial Group Michael Palumbos is a registered representative 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. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. CRN-4385939-022622 /episode/index/show/thefamilybizshow/id/22367879

Ep 51. Vision for Transition Within the Family Business with Guest Chris Yonker 02/17/2022

Ep 51. Vision for Transition Within the Family Business with Guest Chris Yonker Ep 51 – Vision for Transition Within the Family Business Listen in as we talk to Chris Yonker, speaker & author, about creating a vision for transition within the family business. OUR GUEST Chris Yonker* Chris Yonker is a world-leading expert in Vision creation. He and his team work with companies (big and small) as well as high achievers like executives, entrepreneurs, athletes, and celebrities to get clarity on what they really want—and then make the strategy mindset and behavior shifts to create that. Chris embraces a uniquely collaborative and experiential approach of being in the “zone,” developing clarity and composure under fire, and discovering unlimited potential. As a seventh-degree black belt, Neuro-Linguistic Programming (NLP) Practitioner, and thought-leader on Personal Performance, Chris has built a refined strategy to create breakthrough results with clients who were unable to get a desired outcome with other consultants, coaches, and even therapists. Chris combines this higher-power thinking with practical strategies that derive from his 21 years of experience of leading a sales team with a Fortune 500 company. As a seasoned veteran who has also worked with numerous mid-market business leaders from a variety of verticals, Chris has seen it all. His holistic approach aims to help improve the mindset, health, and communication of organizations from the top down. Chris was the key driver behind a $6 million increase in revenue within one year for one business client, whose company’s year-over-year growth moved from 1.5% to 7%. The end result: an organization that is able to scale, retain valuable employees, and create a predictable client experience that is unparalleled. As a highly sought-after speaker, Vision expert, and workshop facilitator, Chris’s programs are engineered to meet your demands and exceed your expectations. Chris is a regular contributor to the Coaches Council at Forbes.com and his book Soul Intention: An Executive’s Guide to Building a Life by Choice, Not by Chance is available on Amazon. You can contact Chris at ------------- *Not affiliated with Lincoln Financial Advisors Corp. Michael Palumbos is a registered representative 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 and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. CRN-4269653-020322 /episode/index/show/thefamilybizshow/id/21841586

Ep 50. The Hybrid Heart; When Human Emotion Meets Tech with Heather Smith of Storyfile 02/03/2022

Ep 50. The Hybrid Heart; When Human Emotion Meets Tech with Heather Smith of Storyfile Ep 50. The Hybrid Heart; When Human Emotion Meets Tech Listen in as we talk to Heather Maio-Smith* about the intersection of human emotion with technology for future generations to come and how it can help share what really matters; stories that are the foundation of a family. In this episode, you’ll learn: How businesses can utilize next gen tech to support the next gen in the family The history of StoryFile; how Heather wants to provide the ability for future generations to have conversations with Holocaust survivors How Heather balances running StoryFile with her husband - and many other members of her family - as a family business OUR GUEST Heather Maio-Smith* Heather is an award-winning interactive storytelling pioneer and technology visionary who brings over a decade of immersive storytelling leadership to StoryFile. In 2010, Heather developed the first 3D interactive conversation with Holocaust Survivor Rose Schindler through her creative agency Conscience Display. At the time, she was creating physical video installations at the United Nations, USC, and in Havana, Cuba, but she understood that the future of storytelling lay at the intersection of digital media and ‘natural conversation’ and decided to create it. Heather developed a strategic partnership with two global entities with competencies in visual media and technology - USC Shoah Foundation and the Institute for Creative Technologies. The partnership she led has resulted in the development of a new medium - natural conversation video. Through Heather’s leadership, immersive interactive natural conversation video has gone from being a concept to a reality, combining hi-fidelity multi-scopic video with voice commands to deliver commercial grade natural conversation with an individual, whether it’s a life-sized video or on your mobile device, replicating the emotional experience of having a conversation with a person. She developed and pioneered Dimensions in Testimony, a program to interview Holocaust Survivors in volumetric interactive video without that survivor actually being present. Dimensions in Testimony won both the People’s Choice Award and the Jury Prize at Sheffield Doc Fest in 2016. She produced and led the project before moving on to found and lead StoryFile. ---------------- *Not affiliated with Lincoln Financial Advisors Corp. Michael Palumbos is a registered representative 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 and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp. CRN-4210729-012022 /episode/index/show/thefamilybizshow/id/21841463