The Family Business Leader Podcast – Détails, épisodes et analyse

Matt Lesser was given his family’s oil business at just 22 years old and although things didn’t quite go to plan in the beginning, he got some help, turned it around, and sold it to a competitor two decades later. He’s here to talk candidly about this experience.

Discover what it takes to turn around a failing family business. Matt is sharing how he worked on his mindset around rebuilding a business that was in deep trouble, and how he works with his clients to help them learn from their experiences, apply lessons, and take ownership of their organizations.

Get full show notes and more information here: https://successfulgenerations.com/22

Are you aware of the ripple effect of being stuck in indecision? Whether it’s decisions in your family business or in your personal life, second-guessing one thing creates a chain reaction, meaning one simple decision can actually have profound ramifications. This week, I’m showing you how to stop feeling powerless and frustrated when you or someone else isn’t taking ownership of an important decision so you can decide how you want to show up in the situation from a place of love, caring, and neutrality.

Get full show notes and more information here: https://successfulgenerations.com/21

If you’re wearing the badge of busyness, I want you to join me on the podcast this week as I invite you to consider banning the word busy from your vocabulary. I’m sharing how we miss out on so much that life has to offer because we think we should be busy. And I’m giving you my favorite thing to think instead of, “I’m too busy…”

Get full show notes and more information here: https://successfulgenerations.com/12

In this episode, Russ Haworth, host of The Family Business Podcast, and I talk about why and how he started his podcast. Russ shares some of his favorite family business stories and resources, and he tells us what he’s learning along the way.

Get the complete show notes and links to resources at https://successfulgenerations.com/episode028/

Mindset, also referred to as buoyancy or resiliency, speaks to our ability to bounce back. This week’s guest, Dr. Nancy Jonker explains it as, “an invisible sense of how the universe is working for us and our ability to take responsibility for our lives.” Yep, settle in friends, the information in this episode has the potential to change your life.

Get the complete show notes, including a list of resources mentioned in the episode at successfulgenerations.com

In this episode, Rob Collier, President & CEO of the Council of Michigan Foundations shares nine trends he’s observed in philanthropy over his tenure. He also leaves us with a few recommendations for the future of philanthropy. 

Complete shownotes, guest bio and resources from this episode are available at https://successfulgenerations.com/episode026/.

In this "Power 20" episode, I'm speaking to my friends who are NowGen leaders of family enterprise. As you think about succession planning and preparing the NextGen to fill your shoes, I urge you to be intentional when it comes to their leadership development. Not doing so can result in devastating consequences, not only for them but your family and your enterprise. Why risk it? 

Make a plan, work the plan, guide your NextGen, and help them grow their capacity to be successful in their future role. Interested in learning from others? In this episode, I provide 10 ways to set your NextGen up for success in the family enterprise- many I learned from family business leaders such as yourself.

Today's show notes are available at www.successfulgenerations.com/episode025 

Enjoy! 

Blog Post: Pump It Up! Why Strength Training is Essential to the Success of Your Health Plan with Nick Klein

Strength training and leadership development may seem like an unusual combination. But as a leader, all the things—career, family, community events, board service, volunteering, etc.—typically take priority over your health and wellness. Without intention and behavior change, the results can be detrimental.

In place of a full podcast episode on this topic, this week I have a blog post for you with Master Personal Trainer Nick Klein of Body By Choice Training. This is the same great interview format that you get from the podcast but in a blog form. Nick and I dig into time and mindset management, goal setting, and how strength training relates to leadership.  Nick also shares some of his favorite resources near the bottom of the post.

Blog Post: Pump It Up! Why Strength Training is Essential to the Success of Your Health Plan with Nick Klein

Want more on wellness? Check out our previous Successful Generations podcast episodes on this topic:

• Episode 003: Leadership, Wellness, and Concierge Medicine with Dr. Bill Baer
• Episode 009: Stress Management and Holistic Health with Cynthia Damaskos
• Episode 014: More Awareness and Less Stress through Yoga
• Episode 016: Reframing Limiting Beliefs with Ellie Frey Zagel

Nick Klein is a Master Personal Trainer and Owner of Body by Choice, a personal training studio based in Grand Rapids, Michigan. Nick and his team specialize in outcome-driven, effective methods of training, exercise, nutrition and supplementation as well as education for clients and personal trainers alike. Learn more about Nick.

In this episode, Greg McCann of McCann & Associates and I dive into the family enterprise model, vertical leadership development, and leadership agility. Greg worked in his family’s business for a number of years before teaching at Stetson University and starting their Family Enterprise Center. In addition to teaching, Greg has worked as a family enterprise consultant for nearly two decades.

In this podcast, Greg gives us a mini-course on the four leadership agilities, which include self-awareness, empathy, framing, and innovation. We discuss the six stages that leaders go through, which run along a continuum from efficient to effective. Greg also shared with us that leaders at the top of the scale (the most effective) tend to do three things daily:

1. They have a reflective or meditative practice
2. They exercise
3. They have a creative practice outside of work. (Cool thing about Greg: His creative practice outside of work is gift giving!)

• Meet Greg (1:14)
• Today’s global pressure on family businesses (5:45)
• Turning challenges to opportunities (10:14)
• Family enterprise mindset model (13:03)
• The who (18:05)
• 4 agilities and leadership stages (20:04)
• How to move through the leadership stages (27:35)
• Why this model for a family? (31:18)
• Two types of innovation (35:38)
• Resources and how to find Greg (39:19)
• Bonus questions (40:35)

Greg McCann is the founder, principal and leader of an international family enterprise consulting firm that create workshops, consults, publishes, and innovates on issues of importance to family enterprises.

As a thought leader, author, coach, consultant and speaker, he works with family enterprises in the areas of leadership development, transitions, communication & conflict resolution, and with a special emphasis on helping the next generation succeed in their careers and lives.

Greg has coached leaders for nearly 20 years and is not only a graduate of Coach U, but also certified in Leadership Agility and Myers-Briggs Type Indicator.

McCann and Associates

Family Enterprise Center at Stetson University

When Your Parents Sign the Paychecks: Finding Success Inside or Outside the Family Enterprise by Greg McCann

Who Do You Think You Are? By Greg McCann

Family Firm Institute Goodman Study

John Ward

Bill Joiner’s Leadership Agility

Vertical Leadership Development from Nick Petrie Center for Creative Leadership

Jay Hughes

Myths and Mortals:Family Business Leadership and Succession Planning by Andrew Keyt

Joe Astrachan of Kennesaw State University

Jill Shipley of Abbot Downing

Colleen Mitchell is the founder of Venture3Philanthropy, a global philanthropic advisory firm. In her role, Colleen helps clients across generations get started in philanthropy. Her work with families can include developing strategies for giving, identifying purposeful work based on their values, creating legacy plans, coaching, acting as a sounding board, and more.

In this conversation, Colleen and I walk through her three-step process for getting started in philanthropy, which includes asking clients: 1. Why do you give? 2. What’s important to you? 3. What will success look like? We touch on different giving vehicles (i.e private foundation, trust, donor advised fund) and considerations for choosing the one that’s right for a donors situation and goals. We also discuss the different approaches donors of different generations take when it comes to philanthropy. Her experiences with next generation donors align with what we heard from Michael Moody in episode 006 of this podcast—Join the Philanthropic Revolution.

• Meet Colleen (1:57)
• Who does Venture3Philanthropy serve? (5:56)
• Step 1: Why do you give? (13:12)
• Step 2: What’s important to you? (17:20)
• Step 3  What does success look like? (21:45)
• Selecting the appropriate giving vehicle (24:39)
• Corporate philanthropy (28:41)
• Engaging the next generation in philanthropy (33:08)
• Truth: Family philanthropy is not for everyone (38:40)
• Lessons learned (42:53)
• How to find Colleen (44:44)
• Favorite resources (45:05)
• Bonus questions (46:00)

Colleen Mitchell created a professional philanthropy advisory practice in 2010 to uniquely apply her broad knowledge and seasoned experience by responding to a call to service.  Colleen has dedicated her professional life to working closely with those who share her passion for advancing philanthropy for the benefit of people in local communities as well as global society.

Colleen’s philanthropy advisory practice provides individual coaching and advice, as well as leadership in the operations and process of organizational effectiveness.  Colleen partners to create innovative giving and investing strategies to support donors and their families, their professional investment and legal advisers, foundation grant makers & membership associations, as well as social entrepreneurs.   As a respected career professional in global philanthropy, Colleen’s work has spanned nearly three decades throughout the public, private and non-profit/NGO sectors, comprised of experience with donor engagement and stewardship, family foundation and corporate grant making, brand marketing and sales leadership as well as fundraising.

Prior to establishing a philanthropy advisory practice, Colleen served as President of NorthShore University HealthSystem Foundation in Evanston, IL.  During the height of the recent global recession, Colleen, her staff team, Board, Physician Philanthropy Champions and volunteers raised more than $45M of private charitable support for clinical programs, research and the medically-underserved.

For nearly a decade at Whirlpool Corporation, Colleen served as President of Whirlpool Foundation.  Colleen transformed the corporate foundation, globally, and grew the fund balance by more than 200 percent while increasing grant making to support global manufacturing communities, aligned to customer values.  Colleen designed and implemented a global education program, Women: The New Providers, reflecting a North American and Western Europe, multi-country social research and public awareness initiative, published in eight countries and five languages.  The global studies generated more than one billion media impressions in their first year, valued at $36M, covered in respected media outlets such as The New York Times, The Wall Street Journal, The Financial Times and CNN, to name a few.

Venture3Philanthropy

Regional Associations—find yours here

Right Click and "Save As" to download this episode to your phone.