Jeff Strese - An Interdisciplinary Lens

Send us Fan MailIn this episode, Scott Allen and Jeff Strese discuss the unique context of family-owned businesses, focusing on leadership development, organizational effectiveness, and family dynamics. Jeff, who has 25 years of experience in this field, discusses the concept of "shirt sleeves to shirt sleeves" and how it affects family-owned businesses. He also explains the emergence of Wealth 3.0, which uses positive psychology and emotional intelligence to help younger and older generations understand the value shift.Jeff stresses the importance of a whole new skill set for family business leaders, including effective onboarding, transparency, best practices, and earning the trust and credibility of the rest of the organization. He also recommends family enterprise programs and clear boundaries when coaching family members. Additionally, Jeff and Scott discuss the difficulty of transferring legacy to the next generation and recommend resources such as the Family Office Exchange.About Jeff StreseJeff Strese is an Organizational Development Consultant and Executive Coach focusing on multi-generational family enterprises, corporations, and mission-driven nonprofit organizations. He has over 25 years of experience working across industries in leadership development, organizational effectiveness, and family dynamics. He holds family wealth and business advising certifications (CFWA, CFBA). Jeff has served as Chief Talent and Learning Officer (CTLO) at Tolleson Wealth Management, a multi-family office serving client families nationwide. Before his role at Tolleson, Jeff served as the Chief Human Resources Officer (CHRO) at Southern Methodist University (SMU). A Quote From This Episode"There's been an emergence of something called Wealth 3.0, which is a more positive approach - using positive psychology and emotional intelligence to work with millennials and Gen Z family members. The view of wealth is changing with younger generations, requiring a whole new skill set for leaders and family businesses to understand."Resources/Authors Mentioned in This EpisodeArticle - Wealth 3.0: From Fear to Engagement For Families and Advisors Organization -  Family Office Exchange Articles - McKinsey - Return, Reimagine, Reinvent Book - The Edge: How to Stand Out by Showing You’re All In (For Emerging Leaders and Those Who Lead Them) by Adam Tarnow and David MorrisonThe Creative Act by Rick Rubin   Let’s Go (So We Can Get Back) by Jeff Tweedy Miracle and Wonder: Conversations with Paul Simon by Gladwell About  Scott J. AllenWebsiteMy Approach to HostingThe views of my guests do not constitute "truth." Nor do they reflect my personal views in some instances. However, they are views to consider, and I hope they help you clarify your perspective. Nothing can replace your reflection, research, and exploration of the topic.About The International Leadership Association (ILA)The ILA was created in 1999 to bring together professionals interested in the study, practice, and teaching of leadership. Plan now for ILA's 25th Global Conference in Vancouver, British Columbia, on October 12-15, 2023.♻️ Please share with others and follow/subscribe to the podcast!⭐️ Please leave a review on Apple, Spotify, or your platform of choice.➡️ Follow me on LinkedIn for more on leadership, communication, and tech.📜 Subscribe to my weekly newsletter featuring four hand-picked articles.🌎 You can learn more about my work on my Website.