Trusted Advisor Podcast Series
by The Heritage Institute
Are you ready to build a better and deeper relationship with your existing clients, and take your practice to the next level? As a trusted advisor, your business will grow, client retention and introductions will soar, and you will enjoy increased satisfaction in your profession. Our podcasts are packed with practical information, proven strategies, and tools you can put to use right away.
Episodes
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Episode 59: How to Not Ruin Your Kids with Money
In this episode, Rod Zeeb sits down with Mark Shiller, author of How to Not Ruin Your Kids with Money, to explore how affluent families can prepare the next generation to responsibly manage and benefit from inherited wealth. They discuss the importance of open family conversations…
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Episode 58: Healthcare Governance and Medical Infrastructure: The Missing Pillar in HNW Wealth Management
Rod Zeeb and Brian Doorek explore healthcare governance and medical infrastructure as an often-overlooked pillar of high-net-worth wealth management, emphasizing the importance of preparing for medical crises before they occur rather than scrambling for solutions when a family is already in…
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Episode 57: Philanthropy: the Glue that Holds Families Together for Generations
Rod Zeeb and Devon Dougherty discuss how philanthropy can serve as “the glue that holds families together for generations” by connecting family values, shared experiences, and charitable giving and how families can use guided conversations, storytelling, shared decision-making, and hands-on...
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Episode 56: Step Up - A Mentoring Guide for Christian Grandparents
Rod Zeeb and Louise Cole discuss her new book on the unique and powerful role grandparents can play in strengthening families, passing down faith and values, and building a lasting multigenerational legacy. She explains that grandparents are uniquely positioned to mentor their grandchildren…
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Episode 55: Philanthropy as the Positive Glue in Multigenerational Wealth Planning
Innovative Philanthropy: Where Family Purpose, Passion and Planning Meet. A conversation on how philanthropy can be integrated into multigenerational wealth planning, family governance, rising generation engagement, charitable tools and long-term legacy.
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Episode 54: Why Good Communication Starts on the Inside
Lindsay Hardie of Sierra Legacy Consulting talks with Rod Zeeb about the human side of wealth and why good communication starts on the inside, helping families grow wealth and well-being across generations.
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Episode 53: Cyber and AI Risk...The New Frontier
Rod Zeeb and Chris Hetner, Chief Cyber Advisor at World Wide Technology, discuss advancements in cyber and AI risk and its impact on business, operational and financial exposures and best practices.
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Episode 52: Private Family Trust Companies are More than Governance & Trust Administration Support – Family Engagement is Important!
Private Family Trust Companies provide far more than governance oversight and trust administration support. While effective governance structures and fiduciary responsibilities remain essential, long-term success also depends on meaningful family engagement. By fostering communication, educating...
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Episode 51: Qualitative Capital Preservation Through Storytelling
Rod Zeeb speaks with Kasia Flanagan of Everyday Legacies, as she highlights the importance of preserving a family’s stories, values, and identity—its “qualitative capital”—as intentionally as its financial wealth. Through books and films, she helps families create lasting records that strengthen...
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Episode 50: How Much is Enough?
Parents with substantial assets face an important question - how do I transfer a significant inheritance and plan for a good result? Rod Zeeb and Charles Schultz discuss ways to build an excellent plan for successful inheritance.
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Episode 49: Navigating the Landscape of Development Resources
in this conversation, Rod Zeed speaks with Kristen Heaney, founder of In 3 Generations, who shares her own journey of finding opportunities for development as a second generation inheritor, and Rod and Kristen discuss the challenges individuals and families face in finding consultants and…
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Episode 48: Trust Without Training: Why Beneficiaries Pay the Price
Trusts are meant to protect families, but what happens when the trustee isn’t trained to carry out the role? Rod Zeeb and Jennifer McCloskey dive into the hidden pitfalls beneficiaries face when trustees lack formal education and the skills to truly serve. We explore why the education gap exists,...
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Episode 47: Corporate Trustees as Partners, not Policemen
Rod Zeeb and Christopher Holtby explore why the true transformation in trust administration doesn't lie in statutes or jurisdictions, but in the shift in posture and mindset of corporate trustees as they engage with families and their financial advisors.
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Episode 46: Awaken Your Story-Wealth, Worth, and the Human Experience
Rod Zeeb and Caleb Breakey explore the power of honest storytelling as a pathway to healing multigenerational wounds, showing how transforming painful memories into tools for legacy—rather than sources of shame—can reshape family narratives. By facing the past with truth and compassion, we create...
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Episode 44: Engaging the Rising Generation: From Financial Literacy to Lasting Legacy
When it comes to preparing the rising generation, traditional financial literacy programs often miss the mark - failing to create meaningful behavior change 99% of the time. Rod Zeeb and Rachel Gil discuss why effective rising generation engagement begins with the entire family, not just the kids...
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Episode 43: 360 Assessments - Are the Rising Gens Ready to Take Over the Biz?
In this episode, Rod Zeeb sits down with Doug Gray to explore the power of effective 360 assessments in driving business performance. Together, they unpack how well-designed 360 assessment tools can uncover blind spots, enhance team dynamics, and develop stronger leaders at every level. Whether...
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Episode 42: leafplanner, Delaware, and Living within the Plan
Rod Zeeb speaks with Josh Kanter as Josh dives into the world of modern estate planning, exploring how to build flexibility into your trusts so they evolve with your family’s changing needs. Josh breaks down strategies to create adaptable, resilient structures that protect your legacy and serve...
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EPISODE 41: Beneficiary Well-Being Trust Provisions Beyond the 2024 Delaware Trust Act
Beneficiary Well-Being Trust Provisions Beyond the 2024 Delaware Trust Act
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EPISODE 40: Closing the Gap Between Attorneys and Advisors
Rod Zeeb speaks with Matthew Jarvis about the importance of collaboration between financial advisors and estate planning attorneys to ensure clients' estate documents align with their wishes. Learn about the key factors that clients take into consideration when choosing professionals to work with...
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EPISODE 39: Family Culture - Communication, Trust & Mentoring
Rod Zeeb and Lori Coonen, Chief Learning Officer discuss culture, how to build it, and why it is important to the success of families.
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EPISODE 37: Preserving Multi-Generational Wealth Utilizing Private Family Trust Companies
Why do families set up family trust companies? Why is now an important time to consider doing estate planning and setting up a family trust company? Rod talks with Cindy Steeb of Clearstead about her new book and how private family trust companies can help families preserve multi-generational...
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EPISODE 36: The Practice Element of Wealth 3.0: A Call for a Change in Mindset and Effective Professional Collaboration
Kristin Keffeler, Marlis Jansen, and Rod discuss what the Practice Element of Wealth 3.0 really is, and how it differs from many professionals’ perceptions of what it is.
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EPISODE 35: Why is it Important to Know Your Purpose in Business and Family?
How do you find your Focus? Rod and Tammi Brannan of Blueprint Process, discuss how you can find your Purpose, which is your reason for being here. Once you know that, you're motivated to select only those projects and relationships that help you fulfill that reason. Focus is then naturally...
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EPISODE 34: Cultivate Family Stewardship To Build Transgenerational Family Success
To sustain a legacy of transgenerational success requires a focus on the family side of the family wealth equation. Conventional wisdom says that family governance is the way to do that. In this episode, Thomasina Williams, Founder of Sankofa Legacy Advisors, shares a leadership development...
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EPISODE 33: Connecting Clients' Values & Beliefs to the Structure of Their Income Plans
How important is the coordination of a family’s legacy plan and their values with their assets and valuables? In this podcast, Rod Zeeb and Paul Binnion of Hanlon Investment Management discuss where the industry is lacking today and how they envision correcting those shortcomings.
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EPISODE 32: The Family Owner's Manual: What is it and how can I create one?
Are your Clients’ families prepared if they lose the ‘recordkeeper’ of the family? Whether that is the family patriarch, another family member, or trusted professional, Rod speaks with Josh Kanter of leafplanner on how to create a leafplan to apply a family office lens to the collection,...
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EPISODE 31: Positive Psychology: Finding the Balance When Working With Families
Exciting changes are afoot in the field of family wealth advising! Instead of focusing on the negative behaviors that lead to the dissipation of assets and degradation of family relationships, we are now being called on to emphasize the client’s strengths and focus on constructive behaviors and...
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EPISODE 30: The Relevance of Precious Metals and Numismatics as Strategic Assets
Rod Zeeb and Donald Dee of Rare Coins of New Hampshire, discuss how precious metals and numismatic coins are considered safe havens in the investment world as they provide an effective hedge and help to mitigate losses when financial investment vehicles falter or fail. Given the current economic...
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EPISODE 29: Needs and Opportunities with Business Succession Planning
Rod speaks with Cary Fry of Kalamath Consulting Group about how to uncover opportunities with business owner clients in transition planning that monetizes the value of their business to help them live their best life as a result of their work.
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EPISODE 28: Wealth 3.0 and How it Impacts Our Work with Clients/Families & Connects to the Myth of the Silver Spoon (Part 2)
Rod’s conversation with Kristin Keffeler, Founder & Principal of Illumination 360, continues with a discussion of Wealth 3.0 and how this concept proposes that our profession needs to take a new direction that emphasizes family strengths, developing capability, and collaboration.
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EPISODE 27: The Myth of the Silver Spoon - Using Your Role as Trusted Advisor to Support Rising Gen Clients (Part 1)
Rod talks with Kristin Keffeler, Founder & Principal of Illumination 360, about how to focus on the path to thriving for the rising generation and the key role that the trusted advisor plays.
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EPISODE 26: Collaborating for Success
Rod Zeeb and Ryan Zeeb of Genacy, talk about building a collaborative team and using collaboration to provide services your clients want and/or need that you do not provide and to build a multi-family office practice.
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EPISODE 25: How Both the Planning Disciplines and Our Training Have Evolved in the Past 20 Years Leading to Wealth 3.0
Rod Zeeb and Lori Coonen, CLO of The Heritage Institute, talk about why our training was created and how it's evolved over 20 years.
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EPISODE 24: Leading from a Position of Influence and Not Power
Rod and Hugh Ballou of SynerVision Leadership Foundation, talk about the importance of leaders continuing to develop their leadership skills and overcoming challenges to create a high-performance team culture.
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EPISODE 23: How to Assess Next Gen Leaders; Creating Competitive Advantages for Advisors and Family Enterprises
Rod & Doug Gray, Co-Founder of Assess Next Gen and a Consultant with The Family Business Consulting Group, discuss trends in both qualitative and quantitative assessments that are available, information for access to the assessments, and collaborators to help you if you need it.
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EPISODE 22: Helping Children Learn About Money
Rod and Gayle Reaume, Founder of Moolah U, discuss the importance of teaching children what money is and how money works through hands-on experiences, building confidence and stability in the financial future of the Next Generation.
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EPISODE 21: Dividing Things, Not Families in Estate Settlement
Rod chats with FairSplit founder, David MacMahan about FairSplit.com, an online platform for transparent and efficient, listing and dividing assets online. Whether simply needing a proven process, or needing an independent third-party to manage a fair division, the FairSplit.com platform and...
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EPISODE 20: The Importance of Framing
A conversation with Rod and Doug Markewich, Family Coach at Quadrant Private Wealth, regarding the impact that framing (or lack thereof) has had on real cases.
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EPISODE 19: The Philanthropic Forecast: 2023 and Beyond
Rod talks with Dianne Chipps Bailey, National Philanthropic Strategy Executive at Bank of America and Chair of the Women’s Philanthropy Institute (WPI) Council, about the future of philanthropy. Dianne shares the latest research from Bank of America and WPI and explores top trends including the...
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EPISODE 18: Helping Clients Use Your and Other’s Expertise
Rod talks with Paul Edelman of Edelman & Associates, about how to make it easier for clients to tap your expertise by fostering their sense of efficacy and control. They also address when and how to make a referral to a third-party coach or facilitator.
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EPISODE 17: Independent Trustees-What They Do and How They Benefit Planning Professionals and Their Clients
Rod talks with three Independent trustees - Daniel Felix, Frank Mullins, and Steven Marken, who explain what they do, how they work with professionals, and the benefits for both the planning professionals and the clients in the right situations.
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EPISODE 16: Purposeful Planning Institute - Changes Over the Last 20 Years
Purposeful Planning Institute - Changes Over the Last 20 Years
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EPISODE 14: Boundaries with a Focus on Family Business
Rod speaks with Melissa Mitchell Blitch, author of "In the Company of Family - How to Thrive When Business is Personal" about the importance of boundaries in families and helping them to thrive both as a family and as a business.
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EPISODE 13: Integrating the Heritage Process® and Multi-Generational Planning into Your Financial Services Business
Rod speaks with Rodger Johnson and Tiffany Kirgan from Johnson Financial Group to learn how they have integrated the Heritage Process and multi-generational planning into their financial services practice and the impact it has had on their clients, their relationships with their clients, and…
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EPISODE 11: Understanding the Role of a Counselor in Multi-Generational Families
Thayer Willis is an author, speaker and leading authority in the area of wealth counseling. Born into the founding family of the multinational Georgia-Pacific Corporation, she brings to her field a unique insider’s perspective on contending with family dynamics as they relate to the mental and...
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EPISODE 10: Insight into the changes happening in the world of financial services
Paul Binnion with Hanlon Investment Management talks about the changes that have happened and are happening in the investment advisory world from transactional relationships to consultative relationships.
About this show
Are you ready to build a better and deeper relationship with your existing clients, and take your practice to the next level? As a trusted advisor, your business will grow, client retention and introductions will soar, and you will enjoy increased satisfaction in your profession. Our podcasts are packed with practical information, proven strategies, and tools you can put to use right away.
Hosted by
The Heritage Institute
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