The Advisor's Perspective: Guiding Family Enterprises to Prosperity with Shauna Frederick

In this episode, Shauna Frederick, a renowned expert in family enterprise advising, engages in a thought-provoking discussion with host Cory Gagnon. The conversation begins with Shauna emphasizing the value of acknowledging uncertainty and the power of saying "I don't know." She underscores how this humility can be a key strength, especially for individuals, including women, entering family enterprises.The discussion then delves into the challenges faced by the rising generation in family enterprises. Shauna highlights the unrealistic expectation of immediate expertise and the importance of fostering a culture of learning and open communication within these businesses. The keywords here include "humility," "education," "communication," and "rising generation."The episode also explores the role of advisors in family enterprises. Shauna advises a collaborative approach, emphasizing the significance of advisors understanding the multifaceted dynamics within these enterprises. The key concepts discussed here include "family community," "listening," "relationship-building," and "comprehensive advice."About Shauna FrederickAs a skilled Chartered Professional Accountant and Family Enterprise Advisor, Shauna has experience not only as a female entrepreneur, but as an on-the-go CFO who helps take the frustration and anxiety out of the accounting unknowns. Working with entrepreneurs from across a variety of sectors, Shauna helps them navigate the financial and accounting challenges that come with running a business.Shauna is passionate about entrepreneurship, diversity and advancing the rights of women and girls. She’s volunteered for various organizations in Treasury, Co-Chair and Chair roles. Shauna’s been able to connect with and learn from many female entrepreneurs, oversee committees across Canada, work with external partners and Government officials and co-lead the creation and delivery of a Girls’ Leadership Program, a5-week program focused on building leadership skills in girls.Resources discussed in this episode:Adam Grant - https://adamgrant.net/The Finance Cafe Podcast https://thefinancecafe.ca/tfc-podcast/Family Enterprise Canada - https://familyenterprise.ca/Contact: Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedin: Beacon Family OfficeEmail: [email protected]: Shauna Frederick | The Finance Cafe: Website: https://thefinancecafe.ca/Instagram: https://www.instagram.com/thefinancecafeofficial/LinkedIn: https://www.linkedin.com/in/shaunafrederick/Email: [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.