The Family Biz Show
Join Michael Palumbos and new family business guests every episode as they talk about everything from navigating family business transitions, business growth strategies, family conflict, leadership and team development and more. Tag us with #thefamilybizshow! **FOLLOW THE FAMILY BIZ SHOW** đ» Family, Wealth & Legacy Website: https://www.familywealthandlegacy.com đ Facebook: https://www.facebook.com/teamfwl/ đŒ LinkedIn: https://www.linkedin.com/company/familywealthandlegacy/ đ Call Us: 1.585.350.7273 FIRM DISCLOSURE: The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Osaic FA. Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. NOTICE: Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep. 104 Major Components of Family Business Exit Planning
05/24/2024
Ep. 104 Major Components of Family Business Exit Planning
Episode 104 - Major Components of Family Business Exit Planning John Leonetti*, from the International Exit Planning Association, joins us in this episode to discuss the importance of exit planning for family business owners. He shares his personal journey and the challenges he faced when trying to plan for the succession of his family business. John emphasizes the need for proactive planning and highlights the three components of exit planning: personal readiness, company readiness, and market timing. He also introduces the six-step process for exit planning, which includes goal setting, assessing financial and mental readiness, exploring exit options, valuations, and execution. Leonetti stresses the importance of starting the exit planning process early and seeking the guidance of experienced advisors. Make sure to share with others who might like this podcast! ----- If youâre 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 out our web form! CRN-6617088-051024 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 103. Pivoting from Private to Public in Family Business
05/10/2024
Ep 103. Pivoting from Private to Public in Family Business
Episode 103 - Pivoting from Private to Public in Family Business Nisha Balwani shares her journey as a second-generation CEO in her family business, RCI Technologies on this episode of The Family Biz Show. Nisha discusses the challenges and successes of the succession process, including the importance of clear communication and transparency, the need for patience and the value of bringing in outside expertise for exit planning and wealth management as well as the significance of being part of a CEO peer group for support and guidance. The conversation covers topics such as balancing personal and professional life, lessons from books, leadership lessons from Brene Brown's Dare to Lead, the importance of work-life balance, and the CEO playbook. Make sure to share with others who might like this podcast! ----- If youâre 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 [email protected] or visit us at The Family Biz Show | Family Business Podcast With Michael Palumbos (familywealthandlegacy.com) to fill out our web form! CRN-6486683-031824 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 102. From Zero To Millions; Growth in Family Business
04/17/2024
Ep 102. From Zero To Millions; Growth in Family Business
Episode 102 â From Zero To Millions; Growth in Family Business Matt McCauley* CEO of LogoBrands joins us on this episode of The Family Biz Show. He discusses his beginnings in the business, from starting in a garage to growing into a multi-million dollar company. He also doesnât shy away from talking about the challenges of working with family members and the transition from father to son in the business. Matt also talks about the importance of licensing and expanding into new product categories, the significance of maintaining company culture and core values, as well as the role of faith in his business. ----- If youâre 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 out our web form! CRN-6486634-031824 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 101. Cobbler Nights & Continuity Plans
03/28/2024
Ep 101. Cobbler Nights & Continuity Plans
Episode 101 â Cobbler Nights & Continuity Plans Join us and guest Robin Hall President of VARC Solutions as we discussed the challenges and benefits of involving family members in the business, the importance of setting boundaries, and the process of growing the company and hiring employees. Robin also shares her insights on creating a business continuity plan, implementing dashboards and metrics, and the value of participating in business organizations like Vistage. ----- If youâre 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 out our web form! CRN- 6486551-031824 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 100. Resilience & Rhythm in Rochester Family Business
03/14/2024
Ep 100. Resilience & Rhythm in Rochester Family Business
Episode 100 - Resilience & Rhythm in Rochester Family Business In this special 100th episode, Marc Iacona shares his journey in the family business, Simcona Electronics, and the evolution of the company from a distributor to a manufacturer. He discusses the challenges and growth of the business, as well as the transition from the first to the second generation. Marc also talks about the process of buying out his partners and becoming the sole owner of the company, the genesis of the Rochester Jazz Fest and how he manages both organizations. Donât miss this one and share it with all who love our Roc City! ---- If youâre 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 out our web form! CRN-6449354-030124 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 99. Letting Go to Grow Your Family Business
03/01/2024
Ep 99. Letting Go to Grow Your Family Business
Episode 99. Letting Go to Grow Your Family Business In this episode, co-owner of CosmosCorp Derrik Kassebaum shares his unique story of entering the family business, the history of it and how âletting goâ was what ultimately revolutionized his business and his life. He also highlights the significance of having a clear core purpose and values in guiding the business, the importance of communication and humility and about the learning and growth opportunities in family business, emphasizing the impact of books like 'Good to Great' and 'How the Mighty Fallâ and the development of his book âHe Will Make a Wayâ. Donât miss this inspiring episode to get an idea of how your company can make positive change every single day â starting with you! Please consider sharing this episode with other family business owners. ----- If youâre 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 [email protected] or visit us at The Family Biz Show | Family Business Podcast With Michael Palumbos (familywealthandlegacy.com) to fill out our web form! CRN-6205160-010824 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 98. Adapting to Survive; How Businesses Can (and should) Utilize AI
02/15/2024
Ep 98. Adapting to Survive; How Businesses Can (and should) Utilize AI
Ep 98. Adapting to Survive; How Businesses Can (and should) Utilize AI In this episode, guest Anthony DeSimone of Youâre The Expert Now talks about the use of AI, specifically ChatGPT, in family businesses. Anthony shares his background and journey to becoming an AI expert and they discuss the importance of AI in business and how family businesses can utilize ChatGPT to improve communication and productivity. They explore various use cases for ChatGPT, such as editing emails, generating social media content, and transcribing meetings and emphasize the need for businesses to embrace AI and stay ahead of the curve. Share this episode with EVERY family business owner you know! ----- If youâre 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 out our web form! CRN-6205135-010824 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 97. 200 Years of Sweet Treats and Survival in Family Business
01/29/2024
Ep 97. 200 Years of Sweet Treats and Survival in Family Business
Episode 97. 200 Years of Sweet Treats and Survival in Family Business In this episode, Janice Jucker of Three Brothers Bakery takes us on a fascinating journey, from the bakery's humble beginnings in Poland 200 years ago to its current status as a beloved Houston institution. She shares the inspiring story of her aunt Jenny, who saved her three brothers from the Nazis during World War II, and how these brothers later founded the bakery in Houston in 1949. We discuss the importance of understanding insurance policies and having proper coverage, as well as the need for cash reserves during a disaster. Janice shares her thoughts on the dynamics of family business succession plans, the search for retail space, and her top priorities for the next year. She highlights the importance of continuous learning and developing a strong business culture. Share this episode with those you know who might love any of these topics! ----- If youâre 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 out our web form! CRN-6204746-010824 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 96. A Legacy in Motion; Dylanâs Journey from Agriculture to Transportation
01/12/2024
Ep 96. A Legacy in Motion; Dylanâs Journey from Agriculture to Transportation
Episode 96. A Legacy in Motion; Dylanâs Journey from Agriculture to Transportation We had the pleasure of talking to Dylan Rexing, CEO of Rexing Companies. We discussed the evolution of Dylan's family business from agriculture to transportation, the complexities of working with family, and the growth from a small team to a company with nearly 100 employees. Dylan shares his journey from reluctant bookkeeper to a CEO focused on serving his employees and the importance of hiring good people. We also explored the significance of culture, leadership development, and the use of business operating systems for growth, conflict resolution & generational transitions. Share this episode! ----- If youâre 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 out our web form! CRN-6050544-102523 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 95. Brewing Up Success: Turning Coffee into a Family Empire
12/29/2023
Ep 95. Brewing Up Success: Turning Coffee into a Family Empire
Ep 95 - Brewing Up Success: Turning Coffee into a Family Empire In this episode of the Family Biz Show, we sat down with Lisa Smoot from San Francisco Bay Coffee. Lisa, who is a regular listener of our podcasts on her incredible daily commute, shares the incredible journey of her family's business, from a bankrupt company to a thriving $200 million enterprise. Lisa opened up about her personal experiences of entering the family business and the challenges they faced along the way, the company's strong partnership with Costco and how it has contributed to their growth and her commitment to employee development and the significance of investing in their team members' growth and well-being. ----- If youâre 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 out our web form! CRN-6050524-102523 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 94. From Bricks to Community Engagement in a Multi-Generational Family Business
12/01/2023
Ep 94. From Bricks to Community Engagement in a Multi-Generational Family Business
Ep 94 - From Bricks to Community Engagement in a Multi-Generational Family Business On this episode of The Family Biz Show, Andy Breuer from Hueber-Breuer Construction Company. Andy shares his journey of joining the family business and the company's 151-year legacy and we discuss the importance of maintaining a good reputation, the significance of company culture, and the role of managing a construction business. Andy highlights several community-oriented projects and the company's focus on sustainability, succession planning, leadership development, community involvement, and the challenges of running a construction business in New York State. ---- If youâre 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 out our web form! CRN-6050488-102523 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 93. The White Brothers' Recipe for Family Business Resilience
11/10/2023
Ep 93. The White Brothers' Recipe for Family Business Resilience
Ep 93 - The White Brothers' Recipe for Family Business Resilience In this episode of The Family Biz Show, we sat down to talk to twin brother owners Eric & Scott White of Denver Machine, a family business started by their great grandfather in 1910. The brothers share their journey into the business, their outside experiences, the company's growth and diversification into various industries, and the challenges they faced, including a severe recession and a lawsuit threat. The brothers also share their future priorities, the benefits of being part of a CEO roundtable group, and the importance of industry associations. Donât miss this episode and share with other family business owners who might enjoy! ----- If youâre 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 out our web form! CRN-5972743-092523 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 92. Reflection, Swim Lanes & Visual Hammers: The Keys to Success in Family Business Branding
10/20/2023
Ep 92. Reflection, Swim Lanes & Visual Hammers: The Keys to Success in Family Business Branding
Ep 92. Reflection, Swim Lanes & Visual Hammers: The Keys to Success in Family Business Branding In this episode of The Family Biz Show, Agency 29 owner Maureen Ballatori joins us to discuss branding and marketing in family businesses. Maureen shares her background and journey into the world of branding, emphasizing the importance of clear communication and articulating a family business's value proposition. We explore the process of helping family businesses bridge the gap between generations and the role of brand strategy in adding clarity and direction. The conversation also touches on standing out in the market, financial considerations of branding, and the services offered by Agency 29 and discuss the importance of reflection, goal-setting, and effective communication in family businesses. ----- If youâre 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 out our web form! CRN-5972728-092523 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 91. The Power of Vulnerability & Authenticity in Family Business Leadership
10/06/2023
Ep 91. The Power of Vulnerability & Authenticity in Family Business Leadership
Ep 91- The Power of Vulnerability & Authenticity in Family Business Leadership Ben Brandstetter from Brandstetter Carroll joins us on this episode of The Family Biz Show to share his personal journey and how he joined the family business after obtaining his professional engineering license, the importance of succession planning and exit strategies for business owners, the challenges faced during the COVID-19 pandemic and the significance of vulnerability and authenticity in leadership. We also enjoyed dispelling misconceptions about family-owned businesses and the importance of celebrating successes and fostering collaboration within oneâs family business. ----- If youâre 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 out our web form! CRN-5966688-092023 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 90. Building Trust and Communication in a Family Business
09/22/2023
Ep 90. Building Trust and Communication in a Family Business
Ep 90 - Building Trust and Communication in a Family Business On this episode of the Family Biz Show, President of NetCom Inc. Johny Roumanidakis shares his journey into the family business, initially starting as an accounting intern but falling in love with the company's culture and opportunities. He discusses the history of Netcom, the lack of a formal succession plan, and the breakdown of family and non-family members in leadership roles. Johny emphasizes the importance of trust, communication, and adaptability in a family business & shares insights on decision-making, employee accountability, and the values his grandfather instilled in him. ------- If youâre 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 out our web form! Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 89. The Future is Now: Talking Next Gen Family Business Readiness
09/08/2023
Ep 89. The Future is Now: Talking Next Gen Family Business Readiness
Ep 89. The Future is Now: Talking Next Gen Family Business Readiness In this episode of The Family Biz Show, Shelley Taylor of Aspen Family Business/ABARTA joins us to discuss the importance of planning for the future of a family business, including the need for control and financial planning, the challenges of giving up control and the emotional attachment entrepreneurs have to their businesses. Shelley shares her experience of involving spouses in family business discussions and the value of seeking outside expertise, her thoughts on the importance of education and learning opportunities for the rising generations in family businesses. Listen in now! ------- If youâre 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 out our web form! CRN-5868088-080823 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 88. Successfully Navigating Family Business Dynamics
08/18/2023
Ep 88. Successfully Navigating Family Business Dynamics
Ep 88 - Successfully Navigating Family Business Dynamics In this episode of The Family Biz Show, Eric Slatten of ECS International joins us to talk about his journey into his family business, the importance of company culture, why itâs important to seek outside help, and how to build trust within a team. Eric also discusses the challenges his family business is facing and his strategies for overcoming them. Donât miss this one! ------- If youâre 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 out our web form! CRN-5726637-060723 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 87. Lessons from Brazilian Jiu-Jitsu; How to Successfully Lead a Family Business
08/04/2023
Ep 87. Lessons from Brazilian Jiu-Jitsu; How to Successfully Lead a Family Business
Ep 87. Lessons from Brazilian Jiu-Jitsu; How to Successfully Lead a Family Business In this episode of the Family Biz Show, we talk to Christi Redfearn, a member of family-owned commercial janitorial company Redlee/SCS. Christi shares her journey of joining the family business and the history of the company, the struggles she faced, such as making payroll and dealing with cash flow issues, company growth and how they expanded into new markets. She also shares her favorite family traditions and how she has taken lessons in management from practicing Jiu-Jitsu! ------- If youâre 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 out our web form! CRN-5813031-071723 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 86. Building The Best: How MAC Products is Revolutionizing the Welding Industry
07/21/2023
Ep 86. Building The Best: How MAC Products is Revolutionizing the Welding Industry
Ep 86. Building The Best: How MAC Products is Revolutionizing the Welding Industry In this episode of The Family Biz Show, CEO of Mac Products Eddie Russnow joins us and talks about the challenges his company has faced, including taking gambles on new products and solutions, and how they have become known for providing solutions to customers' pain points. Eddie also covers the transition of leadership within the family business, how he prepared heirs for the assets they will inherit, and the importance of company culture. Lastly, he shares his top priorities for the next 12 months, which include integrating a new acquisition and implementing a culture-wise program. ------- If youâre 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 out our web form! CRN-5765579-062123 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 85. Creating a Culture of Giving: The Spiritual Capital of a Family Bank
07/07/2023
Ep 85. Creating a Culture of Giving: The Spiritual Capital of a Family Bank
Ep 85. Creating a Culture of Giving: The Spiritual Capital of a Family Bank On this incredibly feel-good episode of The Family Biz Show, three-time returning guest Jay Hughes Jr. joins us to talk about his experience working with families and his passion for helping them flourish and evolve. Jay explains the idea behind the Family Bank and how it can help families manage their wealth and legacy, emphasizing the importance of growing spiritual and social capital within the family, rather than just focusing on the financial. Donât miss another one of Jayâs episodes with us, as theyâre always filled to the brim with family business wisdom that will transcend the age. OUR GUEST JAY HUGHES JR* James E. âJayâ Hughes, Jr. is a sixth-generation counselor-at-law, now retired, author and co-author of multiple books and influential articles on family governance and wealth preservation. He is renowned for facilitating multigenerational family meetings, with an emphasis on governance issues. Hughes is frequently called on to address international and domestic symposia on helping families to flourish through the growth of their human, intellectual, spiritual, social and financial capital. Through his pioneering work with families, Hughes has become the leading voice for a more enlightened, expansive approach to family office management and in turn, a mentor to countless family office executives. In 2021, the James E. Hughes, Jr. Foundation was established to honor Jay and the Hughes family lineage through educational programs and funding for advisors who are similarly called to serve families. Find out more about Mr. Hughes on or through the ------- If youâre 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 out our web form! CRN5765536-062123 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 84. Injecting Humanity into The Employee Experience
06/23/2023
Ep 84. Injecting Humanity into The Employee Experience
Ep 84. Injecting Humanity into The Employee Experience On this episode of The Family Biz Show, we welcome back returning guest Joey Coleman* about his new book, "Never Lose an Employee Again," which focuses on the employee experience and the eight different phases an employee goes through. Joey discusses the importance of recognizing the emotional and mental journey of being an employee and how it is crucial to create a remarkable employee experience to have happier customers. Joey explains the eight phases of the employee journey & the need for personal and emotional connections in the workplace. Donât miss this one! --- If youâre 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 out our web form! CRN-5730689-060923 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 83. Navigating the Complexities of Family Wealth: From Family Business to Family Office
06/16/2023
Ep 83. Navigating the Complexities of Family Wealth: From Family Business to Family Office
Ep 83. Navigating the Complexities of Family Wealth: From Family Business to Family Office On this episode of The Family Biz Show, Kirby Rosplock*, founder of Tamarind Partners, shares her journey growing up in a multi-generational family business and becoming a consultant. We covered topics such as the history of Kirby's family business, challenges faced by women in patriarchal family businesses, and planning for the future of family wealth. Kirby also discusses managing wealth and services available for families with varying net worth. Donât miss this unique episode & share with others who might enjoy! --- If youâre 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 out our web form! - CRN-5713295-053123 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 82. Investing in Success; The Power of Human Capital in Family Business Sustainability
06/09/2023
Ep 82. Investing in Success; The Power of Human Capital in Family Business Sustainability
Ep 82. Investing in Success; The Power of Human Capital in Family Business Sustainability On this episode of The Family Biz Show, we talk to Dr. Jamie Weiner and discuss the challenges faced by children of successful parents, including the pressure to measure up to achievements and the importance of finding one's own path. Jamie shares stories of breaking moments that lead to personal growth and finding their own purpose that lead to their own success. Donât miss this one! --- If youâre 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 out our web form! - CRN-5668441-050423 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 81. Driving Success: How Ken Johnson Is Paving the Way for the Future of the Logistics Industry
05/26/2023
Ep 81. Driving Success: How Ken Johnson Is Paving the Way for the Future of the Logistics Industry
Ep 81 â Driving Success: How Ken Johnson Is Paving the Way for the Future of the Logistics Industry On this episode of The Family Biz Show, we sat down with local logistics giant Ken Johnson, the CEO of Leonardâs Express. Ken delves into his personal life to explore his favorite family traditions and the unique ways theyâve created lasting memories. He also discusses the challenges of running a family business; from navigating conflicts and the importance of having âthe right people in the right placesâ to scale a company. This episode is packed with great stories about how family, business and leadership intersect to create a truly fulfilling career. Donât miss it! --- If youâre 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 out our web form! - CRN-5517794-031623 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 80. Phoenix Rising: How Stephanie Stuckey Reclaimed Her Family Business
05/12/2023
Ep 80. Phoenix Rising: How Stephanie Stuckey Reclaimed Her Family Business
Ep 80 â Phoenix Rising: How Stephanie Stuckey Reclaimed Her Family Business Weâre going absolutely nuts over our latest guest, Stephanie Stuckey, as she joins us to share her story about taking back & growing the family business after a extremely successful career in law, the values that shape Stuckeyâs and how important it is for family businesses to keep those values while at the same time, needing to evolve how they are presented to stay generationally relevant. Thereâs so much more packed within the hour, so donât miss it! --- If youâre 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 out our web form! - CRN-5604187-040323 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 79. Generations of Giving: The Power of Grandparents & Grandchildren in Family Business Philanthropy
04/28/2023
Ep 79. Generations of Giving: The Power of Grandparents & Grandchildren in Family Business Philanthropy
Ep 79: Generations of Giving: The Power of Grandparents & Grandchildren in Family Business Philanthropy Join us as we talk to returning guest Jay Hughes Jr. about the powerful way family businesses can build and maintain a strong sense of purpose and legacy across the generations by utilizing philanthropic activities, and create a shared vision for making positive impacts on society. Share this episode with other family business owners who are interested in the power of generational giving! ----- If youâre 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 out our web form! --- CRN-5485731-022723 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 78. Strategic Compensation Planning for Family Business Executives
04/14/2023
Ep 78. Strategic Compensation Planning for Family Business Executives
Ep 78. Strategic Compensation Planning for Family Business Executives Join us as we talk to Mark Bronfman from Bold Value about his journey into how he ended up helping family businesses, the specifics of strategic compensation planning why that all matters to family businesses who continue to struggle with attracting and retaining top talent! ------- If youâre 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 out our web form! --- CRN-5592432-032723 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 77. The Popeye Plan For Business Owner Succession Planning
04/03/2023
Ep 77. The Popeye Plan For Business Owner Succession Planning
Ep 77 - The Popeye Plan For Business Owner Succession Planning Join us as we dive deep into Popeye Plans with Gary Shepherd, CFPÂź,CBECÂź,ChFC,CLU as we discuss the history of and what exactly Popeye Plans are, how they work and some tips on successful business transition. Donât miss it! ------- If youâre 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 out our web form! --- CRN-5438573-013023 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 76. Total Family Management for the Family Business
03/17/2023
Ep 76. Total Family Management for the Family Business
Ep 76 â Total Family Management for the Family Business Join us for a packed episode with Alex Kirby & Katie Jesionowski of Total Family Management as they discuss how to apply âtotal family managementâ to the ten domains for successful family business, the importance of investing in the development of communication and trust in the family and the truly emotional (over financial) nature of succession planning. --- If youâre 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 out our web form! --- CRN-5420806-011923 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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Ep 75. Culture and Leadership in the Family Business
03/03/2023
Ep 75. Culture and Leadership in the Family Business
Ep 75 â Culture and Leadership in the Family Business Celebrate National Peanut Month with this episode from Hubâs Peanuts owner Marshall Rabil as he discusses the triggers unique to family businesses, the importance of actionable culture in his company and the story behind how Hubâs became one of Wegmanâs âDanny Brandsâ. Donât miss this one! --- If youâre 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 out our web form! CRN-5392233-010323 Securities offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
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