The Family Business Leader Podcast is for the multi-generational family business leaders who are struggling, with the transition into upper management.
There are few people that understand the relationship dynamics, pressures of trying to live up to someone else's legacy, and the overwhelm and isolation of running the family business. Leadership coach and founder of Successful Generations, Ellie Frey Zagel, gets it! After working in her familyâs foundations since the age of 15 she understands that family business is not like corporate.
Join her each week as she shares the exact tools, strategies, and mindset shifts you need to become the leader you want to be.
Youâll learn how to:
~Develop your own authentic leadership style and be true to yourself
~ How to lead your family in a way that fosters love and collaboration
~ And how to create your own legacy while still honoring theirs
For information visit successfullgenerations.com
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Ep #22: Taking Control of Your Family Business with Matt Lesser
Wednesday, May 3, 2023 ⢠Duration 46:25
Matt Lesser was given his familyâs oil business at just 22 years old and although things didnât quite go to plan in the beginning, he got some help, turned it around, and sold it to a competitor two decades later. Heâs here to talk candidly about this experience.
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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.
Are you aware of the ripple effect of being stuck in indecision? Whether itâs 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, Iâm showing you how to stop feeling powerless and frustrated when you or someone else isnât 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.
If youâre 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. Iâm sharing how we miss out on so much that life has to offer because we think we should be busy. And Iâm giving you my favorite thing to think instead of, âIâm too busyâŚâ
[SG]28: Stories from The Family Business Podcast with Russ Haworth
Wednesday, May 9, 2018 ⢠Duration 49:54
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 heâs learning along the way.
[SG]27: The Power of Mindset with Dr. Nancy Jonker
Wednesday, May 2, 2018 ⢠Duration 37:26
Mindset, also referred to as buoyancy or resiliency, speaks to our ability to bounce back. This weekâs guest, Dr. Nancy Jonker explains it as, âan invisible sense of how the universe is working for us and our ability to take responsibility for our lives.â 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
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[SG]26: Trends and Recommendations for the Field of Philanthropy with Rob Collier
Wednesday, April 25, 2018 ⢠Duration 47:37
In this episode, Rob Collier, President & CEO of the Council of Michigan Foundations shares nine trends heâs observed in philanthropy over his tenure. He also leaves us with a few recommendations for the future of philanthropy.Â
[SG]25: Pwr20 Setting your NextGen up for Success in the Family Enterprise
Wednesday, April 18, 2018 ⢠Duration 25:21
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?Â
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.
Strength training and leadership development may seem like an unusual combination. But as a leader, all the thingsâcareer, family, community events, board service, volunteering, etc.âtypically 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.
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. .
[SG]23: Leadership Development in Family Enterprise w/ Greg McCann
Wednesday, April 4, 2018 ⢠Duration 50:15
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 familyâs 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:
They have a reflective or meditative practice
They exercise
They have a creative practice outside of work. (Cool thing about Greg: His creative practice outside of work is gift giving!)
Topics discussed in this episode:
Meet Greg (1:14)
Todayâs 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)
Guest Bio:
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.
Notable & Quotable: Resources mentioned in this episode:
[SG]22: Starting in Family Philanthropy w/ Colleen Mitchell
Wednesday, March 28, 2018 ⢠Duration 52:55
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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. Whatâs 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 thatâs 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 podcastâJoin the Philanthropic Revolution.
Topics discussed in this episode:
Meet Colleen (1:57)
Who does Venture3Philanthropy serve? (5:56)
Step 1: Why do you give? (13:12)
Step 2: Whatâs important to you? (17:20)
Step 3 Â 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)
Guest Bio:
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. Â 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.
Colleenâs philanthropy advisory practice provides individual coaching and advice, as well as leadership in the operations and process of organizational effectiveness. Â 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. Â Â As a respected career professional in global philanthropy, Colleenâs 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.
Notable & Quotable: Resources mentioned in this episode:
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Intimacy is being lost. In response, I ask how do people become available to themselves and the other people in their lives? âGreg McCann #successfulgenerations
If you are not developing the leadership capacity of your family, you are putting them in unnecessary risk. âGreg McCann #successfulgenerations
Weâre really good at running our businesses, but not so good at anticipating change. How do we pivot and see the next thing coming? âGreg McCann #successfulgenerations
Imagine saying, âI want to get in shape, so once a year I go away with my family and hear a fitness expert speak.â That doesnât work. âGreg McCann #successfulgenerations
In a family business youâre putting your main relationships and the majority of your wealth at risk. Doing that casually is too much of a risk. âGreg McCann #successfulgenerations
Prior to establishing a philanthropy advisory practice, Colleen served as President of NorthShore University HealthSystem Foundation in Evanston, IL. Â 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. Â 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. Â 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. Â 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.
When it comes to philanthropy⌠Keep it simple, keep it enjoyable, make sure itâs truly impactful. âColleen Mitchell #successfulgenerations
$10M is the critical mass of assets in a private foundation where a multi-generational family can have enough resources at the 5 percent payout to engage the interests of everyone around the table. âColleen Mitchell #successfulgenerations
In the eight years Iâve been serving multi-generational families, Iâve seen a considerable shift away from private foundations to donor advised funds. âColleen Mitchell #successfulgenerations
Regarding corporate philanthropy⌠Look for opportunities when it makes sense to tie the branding, identify, image and culture of the company to how they want to show up publicly in serving and supporting others. Itâs also a great opportunity to engage employees. âColleen Mitchell #successfulgenerations
Every couple and family is a fingerprintâtheyâre all different. âColleen Mitchell #successfulgenerations
Philanthropy is such a personal space. People are talking about things that are private and personal. It touches their heart and spirit. Â Itâs a living laboratory; on hallowed ground.âColleen Mitchell #successfulgenerations
Families who do multi-gen philanthropy well start with acknowledging the dignity and respect with where each family member is in their life journey. âColleen Mitchell #successfulgenerations
The advice I would give my 20-year-old self is always run things through the test âIs it life-giving to meâ? âColleen Mitchell #successfulgenerations
