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 family’s foundations since the age of 15 she understand ...
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Ep #22: Taking Control of Your Family Business with Matt Lesser
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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 h…
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Ep #21: The Ripple Effect in Decision Making
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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 someon…
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Ep #20: Early Engagement of the Next Generation of Family Philanthropists with Molly Stifler
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I’m back with another conversation around engaging the next generation of adults in family philanthropy, this time with Molly Stiffler, the director of the Stifler Family Foundation. Molly is sharing the story of how she was first introduced to family philanthropy as a five-year-old, the importance of mentors, how being on non-profit boards benefit…
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Tune in this week to open your world up to the idea that it’s not that you’re not good at something, you’re just not good at it yet. I’m sharing how to apply this thought to anything that’s holding you back as a leader, and how your whole mindset will change as a result. This is also an amazing tool to share with your team or the other people in yo…
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Ep #18: Preparing the Next Generation with Courtney Scott
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This week, I sat down with Courtney Scott to discuss family philanthropy. Courtney comes from a ranching and banking family, and she’s here to share everything she knows about preparing the next generation to join your family foundation. She’s sharing her valuable advice for anyone thinking of bringing their children into the fold, and we also had …
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Ep #17: Engaging the Next Generation in Family Philanthropy with Tripp Frey
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In this episode, I’m speaking to my cousin, Tripp Frey. He is the third generation of the Frey Foundation and our board chair. He was a treasurer for many years before moving up to chair, and he’s here to discuss board work, how we stay engaged in our family’s philanthropy, and his advice for anyone who might be trying to engage the emergent genera…
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Ep #16: Engaging New Board Members in Your Family Foundation with Theo Avery
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This week, I’m interviewing Theo Avery, a third-generation family business leader of The Durfee Foundation. He’s here to share his insights into how his family engaged him in the foundation without pressure, and how he got involved while he was also in the process of starting out his own career. Discover how to engage the next generation in your fa…
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Ep #15: Taking Back Control
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This week, I'm discussing how to take back control when self-doubt and overwhelm take over. This process is easier than you might expect, and I’m giving you one simple question you can ask yourself to start moving through this experience and take back the feeling of control and move forward from that place. Get full show notes and more information …
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Ep #14: Learner's Mindset
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There are so many occasions where life throws us challenging circumstances. And while this looks different for all of us, I’m showing you how adopting a learner’s mindset will allow you to lead in a powerful way through any situation. Get full show notes and more information here: https://successfulgenerations.com/14…
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Ep #13: 2 Tools for Tough Conversations
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Discover my two favorite tools to use when you know a tough conversation is coming. I’m sharing why knowing what hat you’re going to wear is so important, and how to focus on the things you can change, instead of getting frustrated about what you can’t. Get full show notes and more information here: https://successfulgenerations.com/13…
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Ep #12: Banning the Badge of Busyness
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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 note…
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Ep #11: Power Dynamics in Family Systems
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If you’re encountering difficult and often uncomfortable power dynamics in your family systems, trust me, you are not alone. Power dynamics are at play in all workspaces, but when you’re working so closely with your family, they can get really tricky. If this sounds familiar, you need to listen closely to this episode. Get full show notes and more …
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Ep #10: Getting Out of Other People’s Brains
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Making assumptions about what other people are thinking and feeling is something we all do, whether consciously or subconsciously. And this is especially the case when it comes to their feelings and thoughts specifically about us. But this line of thinking is not serving you or anyone else, so we’re taking a look at what you can do to get out of ot…
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Ep #9: The Reality of Being an Entrepreneur Couple with Jake and Whit Roehl
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Tune in this week to discover the secrets to working closely with the people you share every other area of your life with. We’re discussing where Whit and Jake have run into differing approaches, disagreements, and how they have overcome them to build an incredible business. Get full show notes and more information here: https://successfulgeneratio…
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Ep #8: The Truth About Confidence
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Tune in this week to discover what so many people get wrong about creating confidence, and the exercises I use with my clients that you can start using right now to build more confidence. I’m sharing where confidence really comes from, and by the end of the episode, you’ll understand where you can look to for a confidence boost whenever you need it…
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Ep #7: The Emotional Armoire
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We’re talking today about one of my favorite topics: emotions. Specifically, I’m discussing processing emotions while you’re at work, which comes up for so many of my clients. So, if you regularly feel a sense of overwhelm, anger, or anxiety around your day-to-day at work, or you know somebody who is currently in this headspace, this episode is for…
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Ep #6: Entitlement with Kim Eddleston
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Kim is on the show this week to discuss an area of knowledge and passion for her: entitlement. This is a huge issue within the family business sphere. As a family business grows, the number of people around it will follow. And Kim is here to discuss how we can be discerning about who we involve, and how we should be allocating our resources. Get fu…
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Ep #5: Purposeful Vacation Planning
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Have you ever taken what you believed would be a rejuvenating break from reality, but instead of relaxing and recharging, you returned tired and frustrated, either because work got in the way, or just the stressors of trying to keep everyone entertained? This week, I’m inviting you to try purposefully planning your vacation with the same level of p…
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Ep #4: Why Tracking and Celebrating Your Wins Matters
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Discover why it’s so important to track and celebrate your wins on a regular basis. I’m sharing how I do this work with my clients, how you can start doing this work for yourself, and the incredible benefits and transformations that I have seen as a direct result of making this practice a part of every single week. Get full show notes and more info…
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Ep #3: The Practice of Same-Page Leadership
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Last week, I spoke about the concept of Same-Page Leadership. This week, I want to share some examples in practice. When you get into alignment and understanding with your significant other, it means fewer arguments and issues at home; it means a healthier relationship between you and them and a healthier relationship with your business. If you are…
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Ep #2: Same-Page Leadership
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Discover the perfect tool to implement when it feels like you and your partner or family member are on different pages when it comes to your business. I’m sharing the most common complaints I hear from my clients who are in this situation, and you’ll learn what’s going on in your head. And once you understand this, you can get aligned and start rea…
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Ep #1: Why the Name Change?
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Tune in this week to discover the direction I’ll be taking this podcast moving forward and the changes you can expect to hear. I work with clients every day who are grappling with real issues, real overwhelm, and real confusion, and if you are leading a family enterprise, this is the podcast for you. Get full show notes and more information here: h…
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This podcast for those who are weighed down by all the things that come along with running a family business. If you’re ready to learn the exact tools, strategies, and mindset shifts you need to become the leader you want to be - and have a bit of fun while doing it - subscribe or follow the podcast on your favorite podcast app and visit successful…
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BONUS Episode: The Real Work of Mindset Transformation with Neill Williams
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Tune in for an episode of Successful Generations with a difference. Neill Williams is sharing the transformation she’s experienced over the past two years of working with me on her mindset in so many areas. If you’ve ever wondered what goes into the work we do as coaches, this episode is exactly what you need to hear. Get full show notes and more i…
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[SG]89: Millennial Engagement in Family Philanthropy with Bob Reid
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Tune in this week for a discussion with Bob Reid on common misconceptions around family philanthropy, and what it means for the next generation. Bob is sharing how his own research has brought up so much that flies in the face of the critical literature in this field, and we’re directly addressing criticisms of family philanthropy when it comes to …
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[SG]88: Growing into Wealth with Logan Angel
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This week, Logan Angel shares her experiences as a second-generation family philanthropist. We discuss her experiences of realizing her family was different than those around them, and her journey through that adjustment. We are also looking at the immersion program she attended with KORE Venture, and how that has impacted her and her family founda…
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[SG]87: Helping the Rising Generation Flourish with Andrew Doust of Kore Venture
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Tune in this week as Andrew and I discuss his role in helping the rising generation within families of wealth see the fortune in their hands as a tool and not a burden. Andrew believes that with great contribution comes great fulfillment, and is a big proponent of intergenerational curiosity, helping children and their parents understand the unique…
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[SG]86 Family Business Succession Planning with Steven Goodman
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We all die. The goal isn’t to live forever, the goal is to create something that will. –Chuck Palahniuk Full show notes can be found: www.successfulgenerations.com/epsiode086 QUESTIONS: What do you need to be successful in transferring the business? Why is a business succession plan important? What are the components of a good plan? Why is a valuat…
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[SG]85: Family Office 101 with FOX's Glen Johnson
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Welcome! Full show notes can be found at www.successfulgenerations.com/episode085 Questions: What is a family office? Who should create a family office? Who Shouldn't? How do you get started? Do you have to have billions of dollars to start a family office? Who should lead a family office? What are a few best practices and lessons learned? What are…
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[SG]84 Rising Gen Education with FOX's Mindy Earley
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Full Show Notes: https://successfulgenerations.com/episode084/ Mindy Kalinowski Earley is Chief Learning Officer for FOX, Family Office Exchange. Today, she and I dive into what an education program could look like for the rising generation of family enterprise to help them answer the question for themselves: What does it all mean? Questions: About…
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[SG]83 A Vibrant Family Business Vision with Richard N. Seaman
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This week’s episode is the final in the three part series with Richard N. Seaman, 2nd Gen Chairman of Seaman Corporation. In the first podcast episode, we learn about the Seaman Corporation’s family business story. The second episode was a BONUS on family philanthropy, and today, we are diving into the Richard’s latest book, A Vibrant Vision: The E…
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[SG]82 Family Business Retirement: "I am Only Leaving Feet First"
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“I’m too busy to think about retirement!” In today’s episode, Kathy and I talk about retiring as the leader of a family business. Many family business leaders consciously or unconsciously decide they are going to retire “feet first.” We discuss the many problems this creates AND several solutions. Solutions include: Development a succession and est…
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BONUS: Family Business and the Seaman Family Foundation
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Full show notes can be found at: https://successfulgenerations.com/bonusrichardseaman/ Question we started with: How does family philanthropy play a role in your family business? We talk about how family philanthropy: Helps us give back Creates multigenerational sustainability Allows the next generation to explore different passions Provides a teac…
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[SG]81: Seaman Corp w/ Richard Seaman, 2ndGen- Pt1
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Do you like to learn about family businesses like I do? Here is Part 1 of 2 (and a bonus episode) with Chairman and 2nd Generation of Seaman Corporation. Seaman is a global industrial fabrics manufacturer based in Ohio. In this episode, Richard talks about how the family business got started, why he lost 10% of the business his first year working t…
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[SG]80: Delusional Altruism with Kris Putnam-Walkerly
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In this episode, I interview Kris Putnam-Walkerly on her newest book, Delusional Altruism. Hint: “Delusional” doesn’t mean what you think it means. This the perfect episode for the philanthropists and foundations who want to be more impactful and effective. Full show notes can be found HERE. QUESTIONS ASKED You claim, "We are all philanthropists" (…
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[SG]79 Getting on the Same Page while Working with your Spouse
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“Everything just works better when we are on the same page.” This is the perfect episode for those who work with their significant other. Whether you are stepping into a leadership and ownership transition or you are the founder of your business, if you work with your spouse, this is the episode for you. Here are a list of questions I asked Maggie:…
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[SG]78 Family Councils with Chris Eckrich: Best Practices Pt2
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Full show notes can be found at: successfulgenerations.com/episode078 In this episode we finish (for now) the conversation about getting started in family councils with expert Chris Eckrich. According to Chris, "a Family Council is a group that serves as an executive team or representative body of a broader enterprising family." In Part 1 of this t…
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[SG]77: Getting Started with Family Councils PT1
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Part 1 of a 2 Part Series Full show notes can be found: https://successfulgenerations.com/episode077/ Questions asked during my interview with Chris Eckrich: What is a family council? Who should/shouldn't have a family council? What is the prework families need to do? -what are a few of the objections to overcome? Your handbook has everything you n…
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[SG]76: 2020 Trends in Family Philanthropy
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Door Ellie Frey Zagel
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[SG]75: Get to Know Nick Tedesco- 075
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Door Ellie Frey Zagel
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[SG]74: Be Like The Best with Anthony Renna
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Door Ellie Frey Zagel
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[SG]73: Now Is Not The Time To Quit On Your Goal
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Door Ellie Frey Zagel
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Best of 2019: 12 Steps to Achieving Your Goals This Year
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Door Ellie Frey Zagel
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Best of 2019: Family Governance with Bruce Werner
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In this episode, Ellie Frey Zagel speaks with Bruce Werner, who is a member of the third generation of Werner, a ladder and climbing equipment company that sold in the late 90s. They discuss good governance and boards.Door Ellie Frey Zagel
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Best of 2019: Understanding Community Foundations with Neel Harja
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What is a community foundation, and how do these charitable organizations work? Ellie Frey Zagel explores this topic with Neel Harja, CEO of the Ann Arbor Area Community Foundation.Door Ellie Frey Zagel
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Best of 2019: Entitlement? No thanks! With Dr. John Townsend
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We're looking back at the top episodes of the Successful Generations Podcast from 2019. First up is this episode with Dr. John Townsend, author of Entitlement Cure. He explains entitlement and offers tools to avoid it in your children, your family and yourself. Get the show notes and resources at https://successfulgenerations.com/bestof2019_1/.…
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[SG]72: A Conversation With Julie Charlestein, 4th Gen CEO of Premier Dental
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Julie Charlestein is part of the fourth-generation of Premier Dental, where she currently serves as CEO. Listen in to hear Julie’s family business story—a story that began in 1913 by her great-grandfather, Julius Charlestein, who worked as a dental instrument sharpener. Julius saw an opportunity to pivot into sales, first as an agent for manufactur…
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[SG]71: The Family Business of Tharawat Magazine with Ramia El Agamy
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Ramia El Agamy is the Editor-in-Chief of Tharawat magazine, the global publication for family businesses, and a product established by her family. In this episode, Ramia shares her experience being part of a family business and her five lessons learned for success. She talks about her transition to leadership, how business decisions are made within…
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[SG]70: Raising Money-Smart, Money-Empowered Kids with John Lanza
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John Lanza and his wife recognized early on that they had very different money personalities. When they became parents 16 years ago, they agreed they wanted to raise money-smart kids and they wanted to find a way to make it fun. From there, they created The Money Mammals where John serves as Chief Mammal. The Money Mammals is a cast of animal chara…
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[SG]69: Your New Morning Routine—5 Steps to Lead Strong
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In this episode, Ellie walks through her new tool, Morning Routine: 5 Steps to Lead Strong. These simple exercises can have an incredible impact on your day. Follow the process to set yourself up for success every morning. FREE DOWNLOAD at https://successfulgenerations.com/episode069/Door Ellie Frey Zagel
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