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 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. OUR GUEST Johny Roumanidakis Johny Roumanidakis is a finance expert and visionary leader currently serving as President at Netcom, Inc. With a Bachelor's degree in Business Administration in Finance from the University of Iowa and a Master's of Science in Finance from DePaul's Kellstadt Graduate School of Business, Johny brings a formidable blend of academic acumen and real-world experience to his role. At Netcom, Inc., he spearheads a global force in RF and microwave innovation, supplying top-tier RF tunable filters, amplifiers, and integrated assemblies. Under his guidance, Netcom supports mission critical systems in defense, aerospace, wireless communications, and medical applications, pioneering high-quality, compact designs for extreme conditions. Johny's leadership focuses on optimizing customer experience, operational excellence, and cultivating a dynamic work environment. With a strategic direction and commitment to innovation, he is propelling Netcom to exceed expectations and embrace new technologies, shaping the future of RF and microwave technology. Stay updated on Johny Roumanidakis' insights and contributions by connecting with him on LinkedIn. ------- If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to or visit us at to fill out our web form! *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/28100282

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! OUR GUEST SHELLEY TAYLOR Shelley Taylor* is a Family Business Advisor who works with business-owning families on matters pertaining to governance, structure, role clarity, next generation development, generational transitions, and family councils. Shelley joined the Aspen Family Business Group in 2018. Until December 2017, she was the Peer Forum Director at the at the University of Pittsburgh where she has worked since 2000, previously serving as both Education Program Director and Membership Director. Shelley continues her affiliation with the IEE as their Family Business Consultant. Shelley is the Family Council Chair for , a third and fourth generation family business that owns and operates the tenth largest Coca-Cola distribution company in the United States. The owning family of ABARTA began its strategic family process in 1990 prior to the leadership and ownership transition from the second to third generation. The family process is currently focused on education and development of the fourth generation. She is an independent director for , a private family business in Beaver, PA; is a former Chair and currently serves on the board of the Pittsburgh Ballet Theatre; and is past Chair and a board member of the Adams Foundation, a family philanthropy. Shelley graduated from Cornell University (’83 Linguistics, with Distinction). She holds an advanced certificate in family business advising (ACFBA) from the and is an FFI Fellow. ------- If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to or visit us at to fill out our web form! CRN-5868088-080823 *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/27773181

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 it’s 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. Don’t miss this one! OUR GUEST ERIC SLATTEN* Eric Slatten has over 15 years of experience in the electronic component industry. He began his endeavors at ECS Inc. International in inside sales and soon progressed toward leading the global sales department. In January 2022, Eric became the company’s President while his father, Brad Slatten, remained ECS Inc. International’s CEO. Outside of overseeing daily business operations, Slatten fosters the corporate relationships between ECS Inc. and their supply chain and global distribution partners alongside the ECS Inc. regional sales managers and sales representative network. ------- If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to or visit us at to fill out our web form! CRN-5726637-060723 *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/27650673

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! OUR GUEST CHRISTI REDFEARN* Christi Redfearn is the CEO of , a commercial janitorial company owned and operated by the Redfearn family since 1982. Having been immersed in the business from a young age, Christi has dedicated 20 years of her life to the janitorial field. Her journey began in the accounting department at her family's company, and she has since progressed through diverse roles, including responsibilities in operations, marketing, and development. As the CEO, Christi's ultimate goal is to showcase the capabilities of her employees and demonstrate that their work makes a significant difference. She strives to lead the company in an efficient manner, always finding new ways to improve operations and save costs. Christi is not only a driven businesswoman but also a mom of two and an amateur road racer. She embraces a well-rounded lifestyle, balancing her passion for yoga, enthusiasm for Star Wars, and dedication to jiu-jitsu, which reflects her commitment to physical and mental well-being. Her perspective as a CEO is centered on the value of the work done by her team, emphasizing that they play a crucial role in society. Christi is motivated by the legacy of her family business and aims to create opportunities for her employees and their families, just as others did for her father and grandfather, co-founders of the company. In her own words, Christi emphasizes the importance of the "thankless work" her company does, which is essential to keep the world functioning. She recognizes the support her family received from dedicated employees in the past and aims to carry that legacy forward by providing similar opportunities to others. Christi Redfearn's leadership style is driven by a desire to champion the underappreciated work of her company while fostering growth and opportunities for her team members. ------- If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to or visit us at to fill out our web form! CRN-5813031-071723 *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/27650571

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. OUR GUEST EDDIE RUSSNOW* After graduating from The George Washington University in 1988 with a degree in International Finance, my first job was in a commercial lending training program at a regional bank. I expected my career path to take me to Wall Street and Investment Banking. I never imagined I would end up with a career in Manufacturing. I have been with MAC Products since 1990 and have never looked back. The company has been in business for over 50 years. We are a family-owned company with three generations of our family in the office. My father-in-law started the business; then I came on board and two years ago my son joined. My business background, hands-on experience in the plant, and working alongside our customers have served me well throughout my career and ultimately enabled me to build a company that now serves most utilities and mass transit companies in the United States and Canada. My experience has taught me that the essential component of a business is building a team of people who make things happen. Without our employees, we would not be able to serve our customers. I believe in lifetime learning and have been an active Vistage member since 2017. Philanthropy is very important to me; I am a member of the Board of Directors for The Foundation Fighting Blindness. I am passionate about my family, friends, music, wine, and traveling the world. ------- If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to or visit us at to fill out our web form! CRN-5765579-062123 *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/27524100

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. Don’t miss another one of Jay’s episodes with us, as they’re always filled to the brim with family business wisdom that will transcend the age. OUR GUEST JAY HUGHES JR* James E. “Jay” 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 you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to or visit us at to fill out our web form! CRN5765536-062123 *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/27388536

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. Don’t miss this one! OUR GUEST JOEY COLEMAN* Joey Coleman helps companies keep their customers and employees. As an award-winning speaker, he shares his First 100 Days® methodology for improving customer and employee retention with organizations around the world (e.g., Whirlpool, Volkswagen Australia, and Zappos). His Wall Street Journal #2 best selling book, Never Lose a Customer Again, shows how to turn any sale into a lifelong customer and his upcoming book, Never Lose an Employee Again, details a framework companies around the world can use to reduce turnover and increase employee engagement. --- If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to or visit us at to fill out our web form! CRN-5730689-060923 *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/27178407

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. Don’t miss this unique episode & share with others who might enjoy! OUR GUEST KIRBY ROSPLOCK* Kirby is the founder of Tamarind Partners, Inc., a leading family office consultancy named Best Family Office Management Consultancy (2019) and Best Family Wealth Counseling by the Family Wealth Report (2019, 2022). She is also the Chief Learning Officer and founder of Tamarind Learning, an online learning platform for families, beneficiaries, and their advisors named Best Specialty Service Provider (2022) by the Family Wealth Report. Recognized by her peers as an innovator, educator, trusted advisor, lauded author, and world-renowned speaker, Kirby helps both business-owning families and family offices.  Born into a complex enterprising family, Kirby understands first-hand being a beneficial owner, inheritor, fiduciary, board member, and an operator. Kirby combines her life experiences with her passions for research, client advisory, and her love of writing, which have culminated in many articles, research studies, and books including The Complete Family Office Handbook (2014, 2021) and The Complete Direct Investing Handbook (2016). Kirby received honors including the prestigious Family Wealth Industry Thought Leadership award in 2018 from the Family Wealth Alliance and the Richard Beckhard Practice award for life-time achievement and outstanding contributions to family business practice from the Family Firm Institute (FFI) in 2018. Kirby earned her undergraduate degree from Middlebury College, her MBA from Marquette University, and her Ph.D. from Saybrook University. For more than 20 years, she has worked in the world of finance, family wealth, and family business, including working in the securities industry for a broker-dealer and more than a decade in a prominent multi-family office as the head of Research and Development. Kirby is Dean of Family Office at the Purposeful Planning Institute, a Fellow and faculty at the Family Office Real Estate Institute at the University of Denver, former FFI GEN Faculty, co-trustee of the Harbeck Family Foundation, and currently serves on various advisory boards. --- If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to or visit us at to fill out our web form! - CRN-5713295-053123 *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/27160119

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. Don’t miss this one! OUR GUEST DR. JAMIE WEINER Dr. Jamie Weiner*, author of The Quest for Legitimacy: How Children of Prominent Families Discover Their Unique Place in the World, works with high-net-worth families on all the problems that exist behind the money. Since 2018, Jamie has devoted his time to an in-depth qualitative research study of the Rising Gen in storied families. The purpose of the study is to understand what it is like growing up in the shadows of successful parents and elders. Dr Weiner’s experience as a clinical psychologist lends unique insights to his understanding of the complex dynamics existing in families. His expertise with leveraging the human capital that lies in multi- generational, affluent families extends into the family office and business space where a family’s needs and “their business” are often linked and complex. You can contact Jamie on --- If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to or visit us at to fill out our web form! - CRN-5668441-050423 *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/27024975

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 – 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 Leonard’s Express. Ken delves into his personal life to explore his favorite family traditions and the unique ways they’ve created lasting memories. He also discusses the challenges of running a family business; from navigating conflicts and the importance of having “the right people in the right places” to scale a company. This episode is packed with great stories about how family, business and leadership intersect to create a truly fulfilling career. Don’t miss it! OUR GUEST Ken Johnson Ken Johnson* has spent his entire career (more than 30 years) in transportation and supply chain management. Currently, Ken is CEO of Leonard’s Express and its sister companies, Johnson Equipment, the Canandaigua Driving School, and Integrated Logistics. Leonard’s Express is a family-owned, asset-based transportation provider headquartered in Farmington, New York with offices located throughout the United States. Leonard’s provides transportation, warehousing and supply chain management solutions for a wide range of customers that encompass many industries across the United States and Canada. Ken is a past Chairman of the Trucking Association of New York and is Chairman of the Association’s Government Affairs Committee. He is also Past General Chairman and Treasurer of the Technology and Maintenance Council of the American Trucking Association. Ken enjoys traveling with his wife Connie. Ken and Connie live in Canandaigua, New York and have two adult children. --- If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to or visit us at to fill out our web form! - CRN-5517794-031623 *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/26744466

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 – Phoenix Rising: How Stephanie Stuckey Reclaimed Her Family Business We’re 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 Stuckey’s 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. There’s so much more packed within the hour, so don’t miss it! OUR GUEST Stephanie Stuckey Stephanie Stuckey* is CEO of Stuckey’s, known for generations as a highway oasis serving up pecan log rolls and kitschy souvenirs. Founded in 1937 by her grandfather, W.S. Stuckey, Sr. in Eastman, Georgia, Stuckey’s grew into over 350 stores nationwide by its peak in the 1970’s. The company was sold in 1964 and sadly declined for decades under a series of corporate owners. Fortunately, Stuckey’s returned to the family in 1985 under the leadership of W.S. Bill Stuckey, JR. and is now being continued with Bill’s daughter, Stephanie. The Company acquired a pecan shelling and candy plant in Wrens, GA in January of 2021 and have been scaling production of the Stuckey’s branded snacks and sweets – including the iconic pecan log roll – to be sold in almost 5,000 retail stores nationwide. Stephanie purchased Stuckey’s in November of 2019 and assumed the role of CEO. Stephanie’s achievements include being named one of the Most Admired CEOs of 2022 by the Atlanta Business Chronicle, 100 Most Influential Georgians by Georgia Trend Magazine and a graduate of Leadership Atlanta. She serves on the corporate board for Bealls, a Florida-based retailer with more than 550 stores. The Stuckey’s story has been featured recently in the New York Times Sunday Business Section, the TODAY Show, and The Washington Post. When she’s not running Stuckey’s, Stephanie enjoys traveling by car to explore the back roads of America and pulling over at every boiled peanut stand and the World’s Largest Ball of Twine. --- If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to or visit us at to fill out our web form! - CRN-5604187-040323 *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/26687247

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! OUR GUEST Jay Hughes Jr.* James E. “Jay” 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 you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to or visit us at to fill out our web form! --- *not affiliated with Lincoln Advisors Corp. CRN-5485731-022723 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/26686245

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! OUR GUEST Mark Bronfman* I proudly serve as a private wealth advisor affiliated with Sagemark Consulting/Lincoln Financial Advisors in Vienna, VA and I founded the BOLD Value team in 2005. Our BOLD Value practice (www.boldvalue.com) focuses on executive compensation, equity strategies, and exit & legacy planning primarily for business owners and boards for middle market companies in the range of $25M to $2B in revenue. Our clients are keenly interested in the vital outcomes of growth, leadership succession and capital succession. Our team is known to be especially deep and strategic in techniques such as synthetic equity, equity transfer, profits interests, retirement planning, corporate benefits, estate planning and investment planning. Prior to joining Sagemark in 2002, I specialized in strategy and growth consulting with Accenture and Deloitte Consulting where my primary focus has been on strategic advantage and rigorous scenario planning for Fortune 100 companies. If you are interested in Strategic Incentives across Leadership, Ownership & Stewardship, please visit our blog and read articles on business owner financial planning available at www.BoldValue.com. *Licensed not practicing. ------- If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to or visit us at to fill out our web form! --- CRN-5592432-032723 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. Mark Bronfman is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Bold Value is a marketing name for registered representatives of Lincoln Financial Advisors Corp. /episode/index/show/thefamilybizshow/id/26428107

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, CFP®,CBEC®,ChFC,CLU as we discuss the history of and what exactly Popeye Plans are, how they work and some tips on successful business transition. Don’t miss it! OUR GUEST Gary K. Shepherd CFP®,CBEC®,ChFC,CLU "I have run a fee based financial planning practice for the last 30 years dedicated to helping clients achieve their personal and business financial planning objectives. Shepherd Financial Group (SFG) works exclusively with a small group of successful physicians and affluent business owner clients. They choose to work with us because of the unique perspective and creative solutions we bring to their situation as well as our ability to work with and enhance the value provided by their existing advisors. While our clients are located across the country, I am based out of Virginia Beach, Virginia". ------- If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to or visit us at to fill out our web form! --- CRN-5438573-013023 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 Gary Shepherd is a registered representative of Lincoln Financial Advisors Corp. Shepherd Financial Group is not an affiliate of Lincoln Financial Advisors Corp /episode/index/show/thefamilybizshow/id/26428074

Ep 76. Total Family Management for the Family Business 03/17/2023

Ep 76. Total Family Management for the Family Business Ep 76 – 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 “total family management” 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. OUR GUESTS Katie Jesionowski* Katie Jesionowski, Chief Marketing Officer spent the first 7 years of her professional career in advertising, where she specialized in media planning for JP Morgan Chase and Verizon Wireless. After that, Katie took two years off to have her twin daughters. Over a playdate with a close, twin-mom friend, Katie co-founded an organic kids' snack food company that sold products across the country and around the world for 10 years. Katie's experience with branding, marketing, and messaging made joining TFM an easy and exciting process. In addition to her personal affinity for self-development work, she calls her own family "Team J". Working alongside an army of incredibly talented coaches is a career highlight. Katie lives in Summit, NJ with her husband and 13-year-old daughters. Alex Kirby* Alex Kirby, Founder, and CEO spent the first decade of his career managing commercial banking relationships and facilitating an internal leadership development program. From there, he went on to become the VP of Sales for a global training and development company. In each role, Alex thrived most when he was leading and growing people. The persistent nudge to start a company formed over many years of watching resources poured into businesses and executives but never their families outside of the office. Something had to change. The pandemic opened up time and opportunity to make it happen. The TFM why is to "show up and help families". It inspires everything from the workshop content to the support TFM coaches show clients to the way the fully-remote team interacts and is cared for across 11 states. Alex runs HQ from his home office in Towson, MD where he lives with his wife and two young sons. --- If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to or visit us at to fill out our web form! --- CRN-5420806-011923 *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/26217513

Ep 75. Culture and Leadership in the Family Business 03/03/2023

Ep 74. How a Family Business Can Pivot To Survive 02/17/2023

Ep 74. How a Family Business Can Pivot To Survive Ep 74 – How a Family Business Can Pivot To Survive In this episode, 4th generation owner of Rochester favorite Giuseppe’s Marcy Chinappi joins us to talk about the history of their company, how the pandemic affected businesses around them, how they had to pivot multiple times to adapt and thrive and what his hopes are for the future of his family business. You might also find out which pizza place was the very first to ever serve pie in the Flower City...don’t miss this one! OUR GUEST Marciano (Marcy) Chinappi* Marciano Chinappi* is the 4th generation owner of Giuseppe’s. He manages and runs the business with his father Joe Sr. and his brother Joey Jr. Giuseppe’s was started by Marcy's great grandfather Giuseppe Petrillo in 1927. In 1927. Giuseppe owned his namesake's store on State Street across the street from Kodak in Rochester, NY. He was one of the first, if not the absolute first person, to sell pizza in The Flower City. You can follow and contact Giuseppe's at: --- If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to or visit us at to fill out our web form! --- CRN-5085017-110722 *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/25736160

Ep 73. Evolution, Sacrifice & Grit in Family Business 02/03/2023

Ep 73. Evolution, Sacrifice & Grit in Family Business Ep 73. Evolution, Sacrifice & Grit in Family Business Join us for a Family Biz Show first as we talk to Alaska-based fishing & processing company owners Sena & Rich Wheeler of Sena Sea about the sacrifices that come with navigating a business when one of the owners is away for several months of the year (and the grit it takes!) the unique challenges that come with their business and how their time apart adds value and depth to the time they do spend as a family. If you love warm stories about the bonds of family and have an interest in sustainable fishing, you won’t want to miss this episode! OUR GUESTS Sena & Rich Wheeler* Rich and Sena Wheeler* are a third-generation fishing family and work hard to bring home the very best fish. Their goal with Sena Sea is to bring the consistent premium quality that they get to enjoy, direct to their customers, something they just can't and anywhere else. Sena has a master’s degree in nutrition and Food Science with a specialty in quantifying omega 3's in fish and determining preferred handling practices for premium quality. Rich does most of the fishing for Sena Sea, but they also source from fellow fishermen who share their high-quality standards, and commitment to sustainability. Sena Sea are not only fishermen, they also run a small, fisherman-owned custom processing facility in Cordova, AK (60 North Seafoods) where they specialize in premium quality and traceability. This means it never leaves their hands; they have complete control of their entire process. --- If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to or visit us at to fill out our web form! --- *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/25736109

Ep 72. The Deep Psychology of Family Business 01/24/2023

Ep 72. The Deep Psychology of Family Business Ep 72 – The Deep Psychology of Family Business In this episode, Dr. Jim Kestenbaum joins us to talk about why consulting a psychologist for family business succession can be one of the best choices a business owner can make today, how using an in-depth leadership assessment process can identify the kind and degree of leadership development areas needed in your business and the reality that many family businesses struggle knowing which family members should do what, especially as talents from the current generation may differ for the next one. Don’t miss this episode! OUR GUEST Dr. Jim Kestenbaum* Dr. Jim Kestenbaum is TSG's founder, having extensive executive coaching, selection, succession and career development expertise built on a Ph.D. in counseling psychology with specialization in Industrial/Organizational Psychology from the University of Maryland, College Park. He has worked with scores of executives in over 300 companies both locally and nationally. You can contact Dr. Jim at https://getdrjim.com/ --- If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to or visit us at to fill out our web form! --- CRN-5416361-011723 *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/25712592

Ep 71. The Sweet Legacy of Family Business 12/16/2022

Ep 70. Navigating Wealth 3.0 & Creating An Impactful Life 12/01/2022

Ep 70. Navigating Wealth 3.0 & Creating An Impactful Life Ep 70 – Navigating Wealth 3.0 & Creating An Impactful Life In this episode, founder of Illumination360 Kristin Keffeler joins us to discuss the hidden tripwires of inherited wealth, how family business owners can identify the clutter that family money can bring. OUR GUEST Kristin Keffeler Kristin Keffeler,MSM, MAPP is a thought leader and consultant at the forefront of a global shift in family wealth advising, known as Wealth 3.0. As the founder of Illumination360 and Chief Learning Officer for the Johnson Financial Group, she guides affluent and enterprising families, rising gen, and the professionals who support them in embracing the positive power of wealth, aligning their vision with their impact. She specializes in human motivation and behavioral change, family dynamics, family governance, rising gen education and development, and intergenerational collaboration. Drawing upon her years of research, private practice advising, coaching the rising generation in affluent and enterprising families(and life experience as the daughter of wealth-creating parents), Kristin believes that members of the rising gen are uniquely positioned to create significant impact in the world, and inspires them to ignite their potential. She is the Dean of Positive Psychology for the Purposeful Planning Institute; sits on the Board of Advisors for the Bailey Program for Family Enterprise at the University of Denver; is a faculty member with the Ultra-High Net Worth Institute; is a certified trainer with 21/64, a national nonprofit for advancing multigenerational philanthropy; and is the co-founder of Beneficiary Bootcamp. She lives in Boulder County, Colorado, with her husband, daughter, and dog Olive. If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to or visit us at to fill out our web form! --- *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/25184802

Ep 69. How to Attract, Hire & Retain Top Talent For Your Family Business with Heenle Turner 11/11/2022

Ep 69. How to Attract, Hire & Retain Top Talent For Your Family Business with Heenle Turner Ep 69. How to Attract, Hire & Retain Top Talent For Your Family Business Join us on this episode of The Family Biz Show as guest Heenle Turner teaches us about attracting, retaining & hiring golden talent, her entry into the HR industry (and her connection to Rochester-giant Paychex), the changes the pandemic forced upon many employers in terms of work-life balance demands and what simple processes you can implement into your hiring to help get 5-star employees. Share this episode with other family business owners who could benefit! OUR GUEST Heenle Turner* Heenle is a certified HR Professional with a passion for helping businesses succeed. Heenle has provided HR consulting services to more than 200 businesses varying in size and industry. Heenle's experience in sales, customer service and people management has uniquely positioned her to partner with entrepreneur's and business leaders to recruit and retain a team of their own five-star employees. If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to or visit us at to fill out our web form! --- CRN-5065797-102622 *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/24972261

Ep 68. Health, Wealth & Family Business with Guest Ryan Margolin 10/27/2022

Ep 68. Health, Wealth & Family Business with Guest Ryan Margolin Ep 68. Health, Wealth & Family Business It’s our first Family Biz Show in the health & beauty space and we’re excited to have guest Ryan Margolin* from Professional Hair Labs introduce us. Listen in to hear about how a serious health situation with Ryan's mother led to the development of his business, the specific values that drive his company within a under-regulated industry & the systems they had that broke when they hit 7 figures. Don’t miss this one! OUR GUEST Ryan Margolin* Ryan Margolin, CEO of Professional Hair Labs, set out on a journey to help create the world leading product in cosmetic bonding when his mother was poisoned by the harmful chemicals in the hair adhesive products commonly used in the industry. Inspired to keep the same thing from happening to anybody else, his family dove into the research and created their first hair care product free of harmful substances. Now, nearly 20 years later, Ryan is an international business leader and an entrepreneur who works in more than 15 different countries. There, he helps create sustainable services and products in industries full of subpar and even harmful options. With the help of Ryan’s expertise in effectively taking concepts and formulating strategies for success in multiple different industries, as well as his flexibility, clarity, and dedication to putting people first, Professional Hair Labs has expanded its manufacturing tenfold, grown to become one of the 500 fastest-growing companies in the US over the last 5 years, and has sold more than $50 million in product globally. Connect with Ryan: If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to or visit us at to fill out our web form! --- CRN-5010167-101222 *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/24691653

Ep 67. A System for Developing Leaders and Succession for the Family Business 10/14/2022

Ep 67. A System for Developing Leaders and Succession for the Family Business Ep 67. A System for Developing Leaders and Succession for the Family Business Did you know there’s a “silver bullet” for scaling your business, growing revenues, succession/transition planning, and improving company culture? Shannon Byrne Susko knows so! She joins us on this episode of The Family Biz show and talks about why mastering the "people" side of an execution strategy matters more than you know and that business coaching is so much more than business wisdom – a great coach removes the blind spots you didn’t even know you had! This episode is jam-packed with actionable guidance that any CEO can pull from, especially the part about not reading her books... like a CEO. Don’t miss it! OUR GUEST Shannon Byrne Susko* Serial Entrepreneur, Strategic Growth Architect, Keynote speaker, Corporate Board Member, Amazon Best Selling Author of “The Metronome Effect: Journey to Predictable Profit” and “3HAG WAY” Shannon has more than 20 years of experience building and leading high-growth technology companies. She is co-founded, served as CEO, and led the sale of the two companies less than six years apart: Subserveo, Inc (Founded in 2008 * Sold 2011) and Paradata Systems Inc. (Founded in 1995 * Sold in 2006). Shannon is an expert in strategy and execution. She is well known for her ability to lead and execute with team in implementing a repeatable Strategic Execution System – creating it in her first company and validating in her second company by the speed in which the company was built and sold. She now coaches CEOs and leadership teams from around the world who want the same success using this strategic execution framework. Shannon has worked or works with companies like: Telus Health, Intel Innovation Division, Aspen Skiing, Milos Tea, Zippy’s. Shannon founded a CEO+LEADERSHIP team coaching and worldwide speaking business in June 2011. She is the co-founder of Metronome Growth Systems (Jan 2016) which is a cloud-based business platform for best practice high growth businesses, their CEOs, leaders and Business Coaches. She founded Metronome United in July 2018 with 80 international coaches in their quest to implement the 3HAG WAY and Metronome Growth System Framework to strategically impact high growth companies and their teams. In July 2014, Shannon wrote and released Amazon Best Selling – Entrepreneurship: “The Metronome Effect: The Journey to Predictable Profit”. Shannon released her second book in April 2018 – which was recognized and Amazon Best Seller – New Release: “3HAG WAY” and a 2019 - Finalist in Business: Entrepreneurship in the International Book awards. Shannon was recognized in March 2020 as one Canada’s Top 25 Inspirational Women Leaders, Susko was also named as one Canada’s Top 100 Most Powerful Women in 2020 and 2018. Shannon was recognized as one of Canada’s 150 in 2017 and was awarded Canada’s Top 40 under 40 in 2001. She was awarded the Sarah Kirke Award for Canada’s Leading Women Entrepreneurs in 2006. Shannon was named Deal Maker of the Year in Vancouver in 2011 and was in the Top 3 Mid- Market Deals on Wall Street that year. Shannon has a BComm, BSc, from Saint Mary’s University and MCSc. from the Technical University of Nova Scotia. She is married with three children 16, 17, 18 and resides in beautiful Whistler, BC. --- If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to or visit us at to fill out our web form! --- *not affiliated with Lincoln Financial Advisors Corp. CRN-4982424-100522 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/24597912

Ep 66. Bringing Your Own Experience to the Family Business with Guest Steve Davis 09/27/2022

Ep 66. Bringing Your Own Experience to the Family Business with Guest Steve Davis Ep 66. Bringing Your Own Experience to the Family Business Listen in as Steve Davis* of talks about the machine that his great-grandfather invented that put the stage girl of yesteryear out of business, the entrepreneurial pivots that the company made over its long history & the “BYOE” (bring your own experience) family charter that drives the family business. OUR GUEST Steve Davis* Steve Davis is the President at Tapecon, Inc., a 5 generation, family-owned manufacturer based in Buffalo, New York. Tapecon partners with product teams to develop, scale, and deliver better products through responsive and reliable printing, converting, and advanced manufacturing. Tapecon provides expertise in specialized printing and converting, printed flexible electronics, and manufacturing of disposable devices for medical and industrial markets. Steve's efforts have created a progressive culture of innovation at Tapecon over his fifteen years with the company. Steve graduated from Clarkson University in 2001 with a bachelor’s degree in Engineering & Management and obtained his master’s degree in International Business at St. Bonaventure University. Steve has graduated from the Leadership Buffalo program, UB's Center for Entrepreneurship Leadership program [CEL], and Startup CEL program. He is active in the CEL Alumni Association, a Board Member and past Chair of the Buffalo-Niagara Partnership's Manufacturers Council, a member of the Entrepreneur’s Organization WNY Chapter, a member of the UB Center for Materials Informatics Industrial Advisory Board, Board Member of the Buffalo and Erie County Workforce Investment Board, and President of the Clarkson University Buffalo Alumni Chapter. --- If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to or visit us at to fill out our web form! --- *not affiliated with Lincoln Financial Advisors Corp. CRN-4949114-091422 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/24374181

Ep 65. Pursuing Evolution, Not Revolution with Guest Nike Anani 09/13/2022

Ep 64. Generating Innovation in Family Business with Guests Lawrence & Michael Wetzel of Air Innovations 08/30/2022

Ep 64. Generating Innovation in Family Business with Guests Lawrence & Michael Wetzel of Air Innovations Ep 64 - Generating Innovation in Family Business Listen in as members of the Wetzel* family, Lawrence & Michael*, of Air Innovations discuss the need to constantly seek the advice of others, Michael’s unique entry into the family business and a fun story about an exciting design they developed for a major Las Vegas attraction. OUR GUESTS Lawrence E. Wetzel, P.E* Lawrence E. Wetzel is an engineer, an inventor and a businessman. He earned a BS in Mechanical Engineering from Pennsylvania State University, and BA in Mathematics from St. Vincent College. He is a Licensed Professional Engineer in the States of New York, New Jersey, Massachusetts and California, and holds five U.S. patents and one European patent. Starting as a junior engineer for a mechanical contractor, he quickly rose to become President of a division. In 1983, he founded Clean Room Technology and rapidly built it into an international business with sales of $20 million. After merging his company in 1989 with the French company Clestra, he spent the next several years as Chairman of Clestra worldwide cleanroom operations with sales of more than $40 million. In 1994, Mr. Wetzel co-founded Exponential Business Development Company and raised over $5 million in capital to invest in entrepreneurial emerging companies in Upstate New York. In 2002, Exponential was merged with a NYC venture capital firm. Early in 1996, Mr. Wetzel and his son, Michael, acquired controlling interest in Floratech Industries, a manufacturer of refrigerated floral display cases for supermarkets. Early on, the Wetzel’s began expanding their product offerings, such as an innovative new air conditioning product, called HEPAir, for the indoor air quality market. In 1999, Floratech acquired the air conditioning manufacturing division back from Clestra and in 2001 changed its name to Air Innovations to better reflect its broader mission. During this same period, Mr. Wetzel became the part-time Chairman and CEO of a Rochester, NY based software development company called Verax Systems. Mr. Wetzel successfully turned the struggling company around and in 1999 sold it to a division of Siemens AG. Mr. Wetzel is active in many philanthropic and business organizations in the Central NY community. He and his wife, Glenda, reside in Cazenovia, NY and enjoy travel, boating, and biking. They also enjoy renovating older real estate properties, such as an 1820 farmhouse on Nantucket Island, an 1865 house in Charleston, SC and the latest is an 1810 post and beam cottage in Cazenovia. Michael Wetzel* Michael Wetzel is President and CEO of Air Innovations. Wetzel is a graduate of Clarkson University where he received a Bachelor of Science in mechanical engineering. He is a licensed Professional Engineer and is the holder of seven US patents. Prior to Air Innovations, Wetzel was based in Strasbourg, France for four years working for a multinational company building cleanrooms in Europe and the Mideast. Previously he worked stateside as an engineering manager in the HVAC construction industry. Since joining the company as president and CEO in 1996, and after he and his father Larry acquired controlling interest in Floratech Industries, Wetzel has grown Air Innovations from a company focused solely on floral coolers to one that addresses wide variety of refrigeration, air conditioning, and filtration needs. About Air Innovations is a world leader in designing and building environmental process control systems for applications that can’t be addressed with standard HVAC equipment. They customize packaged solutions for temperature, humidity, filtration, pressurization, and with direct-expansion, chilled-water, or thermoelectric capabilities. --- If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to or visit us at to fill out our web form! --- *not affiliated with Lincoln Financial Advisors Corp. CRN-4905137-081622 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/24096810

Ep 63. All About The People in Family Business with Guest William S. Boulter 08/16/2022

Ep 63. All About The People in Family Business with Guest William S. Boulter Ep 63 - All About The People In Family Business This episode is “Boulter Strong”! Join us as we talk to 5th generation owner Bill S Boulter of Boulter Industrial Contractors about why his company’s values go far beyond making sure “everyone just gets home”; that each employee knows their inherent value and worth – and how that reflects in the service provided to their clients. OUR GUEST WILLIAM S. BOULTER* President and CEO of Boulter Industrial Contractors, Inc. William is the fifth-generation leader of Boulter Industrial Contractors, a 130-year-old organization helping solve the industry’s toughest problems. William started out as a field employee in 1988 before transitioning through the ranks to his current role. As CEO, he is responsible for overseeing all facets of the business including operations, sales, marketing, and safety. About Boulter Industrial Contractors, Inc. Boulter Industrial Contractors is a fifth-generation, family-owned company with over 130 years of experience helping businesses meet the demands and challenges of an expanding organization. Boulter prides itself on being a “single-source solution” company that sets and exceeds the gold standard for service and safety while bringing the best people, equipment, and technology to every job, every time. Our services include rigging, steel fabrication, production line installation, preventative maintenance, heavy hauling, crating and packaging, plant relocations, and warehousing. --- If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to or visit us at to fill out our web form! --- *not affiliated with Lincoln Financial Advisors Corp. CRN-4886299-080322 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/24059064

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 4th generation owner 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

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