140 episodes

Advisors to high net worth families are increasingly serving a multitude of roles and need to have better developed, holistic skill sets. Technical expertise in finance, law or business operations may be why a family initially engages you, however, it may not be sufficient to create long-term value for clients. Trusted advisors develop emotionally intimate relationships with clients, and provide valuable resources to help families solve some of their biggest challenges. Join Arden and Diana in an interactive podcast discussing some of the most pressing issues around physical health, emotional health and family dynamics. Arden and Diana will invite a series of guests to the show who will cover topics ranging from managing client resistance, to addressing dementia with an aging CEO. The podcast will provide informative content and practical tools to help advisors to wealthy families better serve their clients.

Beyond The Balance Sheet Podcast Diana Clark & Arden O'Connor

    • Health & Fitness
    • 4.9 • 16 Ratings

Advisors to high net worth families are increasingly serving a multitude of roles and need to have better developed, holistic skill sets. Technical expertise in finance, law or business operations may be why a family initially engages you, however, it may not be sufficient to create long-term value for clients. Trusted advisors develop emotionally intimate relationships with clients, and provide valuable resources to help families solve some of their biggest challenges. Join Arden and Diana in an interactive podcast discussing some of the most pressing issues around physical health, emotional health and family dynamics. Arden and Diana will invite a series of guests to the show who will cover topics ranging from managing client resistance, to addressing dementia with an aging CEO. The podcast will provide informative content and practical tools to help advisors to wealthy families better serve their clients.

    The Psychology of Success: What it Takes to Succeed with Cindy Adams Harrison

    The Psychology of Success: What it Takes to Succeed with Cindy Adams Harrison

    If you're part of a multi-generational family business or acquainted with someone in such a situation, this episode is tailor-made for you. Cindy Adams Harrison, a seasoned performance coach, specializes in helping families navigate the complexities of succession planning and helping them achieve success. Her extensive experience, initially honed as a sports performance coach, smoothly transitions into family business planning. Cindy possesses a wealth of insight to address this vital topic and generously shares her past successes in the field.
     
    IN THIS EPISODE:
     
    [01:10] Cindy explains what a performance coach is and how it can be helpful to any athlete
    [05:03] Cindy discusses intrinsic motivation versus external forces and parents who live vicariously through their child 
    [10:32] Cindy discusses being involved with family businesses and how her sports consulting background was relevant 
    [12:26] Examples of generational family succession successes.
    [19:51] Cindy addresses the owner issues and the loss associated with the transition; she never uses the word retirement
    [22:09] Cindy shares an example of a 5-generation family business that passed on succession correctly
    [24:45] Cindy wouldn’t change a thing in her life
     
    KEY TAKEAWAYS:
     
    The mental side of a sport is as important as the physical side.
    Family members in a generational business should plan for succession long before it becomes necessary. 
    A successful family succession plan takes work because so many different emotions are involved.
     
    RESOURCES:
     
    Beyond the Balance Sheet Website
     
    Family Wealth Report - Website
     
    BIOGRAPHY: 
     
    Cynthia Adams Harrison, Ed. D., LICSW, is an expert performance consultant specializing in enhancing performance in business and sport. She brings her unique experience using performance metrics borrowed from sports performance and applies these powerful techniques and practices to business. She was responsible for launching The Center for Family and Privately Held Businesses at Silver Bridge Advisors, a wealth management firm. She served as Managing Director and Director of Talent Development and advisor to The Silver Bridge Institute, an educational platform for the firm.  Dr. Adams Harrison was an associate consultant for Genus Resources, LLC, a highly successful family enterprise consulting firm for twelve years, specializing in enhancing business and executive performance. She works extensively with business owners, executives, and their organizations in an array of areas, including succession, corporate and family governance, balancing family dynamics and wealth preservation, leadership development, organizational effectiveness, conflict resolution, innovative business solutions, change management, and performance coaching for executives. Her clients range in revenues from $5 million to more than $1 billion, with many operating globally. Dr. Adams Harrison assists elite athletes as they transition into professional sports on sudden wealth dynamics, lifestyle management, injury and recovery, and mental training techniques necessary to achieve and maintain success at the professional level. 

    • 26 min
    My Bipolar Mother - Silver Linings with Michelle Dickinson

    My Bipolar Mother - Silver Linings with Michelle Dickinson

    Michelle Dickinson has had a challenging life but has used her experiences to become a source of inspiration and support for others dealing with bipolar disorder, depression, and victimization. Her journey from growing up with a bipolar mother to overcoming depression after a divorce is undoubtedly a testament to her resilience and determination. Michelle’s story provides a safe place for those persevering through a difficult journey.
     
    IN THIS EPISODE:
     
    [01:30] Michelle tells her story of growing up with a bipolar mother
    [04:04] Michelle explains how her background informs what she does
    [05:43] Michelle discusses the word resilience and the tools she uses to help clients
    [09:00] She explains why her book was called Breaking Into My Life
    [11:39] Michelle talks about being the victim
    [14:19] Michelle advises listeners to ask questions that can help define them and put them in the right direction
     
    KEY TAKEAWAYS:
     
    Michelle provides a safe place for people to share their deepest secrets.
    If you live as a victim, you hold onto that identity and don’t move forward, and you don’t take ownership of your life.
    If you approach an issue with the mindset that there is something to gain and learn from, it's easier to navigate challenges that come your way.
     
    RESOURCES:
     
    Beyond the Balance Sheet Website
     
    Michelle Dickinson - Website
     
    Ted Talk - YouTube
     
    Breaking Into My Life Book Trailer - YouTube
     
    The Book: Breaking Into My Life 
     
    BIOGRAPHY: 
    Michelle is a Resilience Visionary, Workplace Resilience Coach, TED speaker, and bestselling author. She revolutionizes mental health by championing emotional well-being, self-reliance, and personal mastery. Through captivating storytelling and practical strategies, she empowers individuals to recognize their power and lead fulfilling lives. Michelle's influence extends to education, Fortune 500 companies, and first responders, transforming workplaces, schools, and emergency facilities into resilience incubators. She inspires a movement of resilience and challenges traditional leadership paradigms, guiding individuals to uncover their potential.

    • 16 min
    Life as a Sex and Intimacy Addict; One Man's Honest Account with Steven Wolt

    Life as a Sex and Intimacy Addict; One Man's Honest Account with Steven Wolt

    Today, Steven Wolt is on a mission to support men dealing with sexual addiction. His life turned downward when he became ensnared by pornography, which ultimately resulted in the loss of his job. Presently, Steven is on the road to long-term recovery and has established Valor Recovery to aid other men grappling with this addiction. Engaging with a community of men who openly share their experiences has proven beneficial in helping many individuals address their feelings of shame. Steven's counsel is straightforward: Don't endure this struggle in isolation; resources are available to overcome these challenges.
     
    IN THIS EPISODE:
     
    [02:14] Steven talks about his mission to shine a light on sexual addiction and how he started on this journey
    [04:05] Steven compares his sexual addiction to cocaine and how he spiraled out of control
    [07:37] Steven lost his career and ultimately lost everything before he began to work on his addiction 
    [09:44] Admitting he used cocaine did not have the shame that his sexual addiction did
    [11:10] Valor Recovery meets men where they are, and they have safety in discussing their addiction. How a husband’s watching pornography affects his wife
    [14:32] Steven shares the three parts of how he reached recovery
    [17:33] The worst thing that happened to Steven was the best thing that happened to him
     
    KEY TAKEAWAYS:
     
    Watching porn can be habit-forming.
    When the Internet became available in the privacy of one’s home, watching pornography was easy, and sexual addiction became pervasive. 
    There is help available for men who want help with this issue.
     
    RESOURCES:
     
    Beyond the Balance Sheet Website
     
    Valor Recovery Coaching
     
    BIOGRAPHY: 
    Steven Wolt is an influential healthcare entrepreneur with a passion for breaking down barriers, reducing stigma, and improving behavioral health outcomes.  He is a leader with the superpowers of vulnerability and courage and inspires others with his mental health journey.  
    In July of 2023, Steven founded Valor Recovery, a specialized recovery coaching program for men to overcome compulsive sexual behaviors, porn abuse, and intimacy issues.  Valor Recovery is a peer-based recovery support system that significantly improves outcomes and enhances the effectiveness of clinical care and treatment.  Valor Recovery certified and credentialed coaches are in long-term sexual recovery.  The strength and uniqueness of this program are these shared life experiences that help to create psychological safety, empathy, and meaningful connection that significantly enhance the client's recovery journey.
    In 2017, Steven founded Veritus, the nation's first telehealth intensive outpatient program for substance use disorders and co-occurring mental health.  Veritus had a program specifically for licensed healthcare professionals, primarily physicians and nurses, and another program specifically for lawyers and judges.  From an idea of a piece of paper long before COVID, to partnering with one of the nation's oldest and most prestigious treatment providers, Freedom Institute, Veritus helped to eliminate the barriers many licensed professionals experience from getting the help they need.  
     

    • 20 min
    Finding an Ivy League Donor With Gail Sexton Anderson and Gloria Li

    Finding an Ivy League Donor With Gail Sexton Anderson and Gloria Li

    This episode is very personal and special for Arden. She is joined by Gail Sexton Anderson and Gloria Li from Donor Concierge, and together, they explore the invaluable services offered to women aspiring to become mothers. Donor Concierge has played a pivotal role in bringing countless families into existence by serving as dedicated advocates. They collaborate with many agencies involved in sperm and egg donation and surrogacy. This intricate and sensitive process is a remarkable journey of creation. Anyone interested in parenthood or donation will find this episode enlightening and informative.
     
    IN THIS EPISODE:
     
    [01:18] Gail explains why she founded Donor Concierge, and Gloria shares how she became involved
    [03:36] Arden explains her personal story and asks what are the challenges in finding egg or sperm donors
    [07:36] What are the realistic expectations of a concierge business in this field
    [11:59] How Donor Concierge serves the affluent family and answers questions they may have
    [17:57] Do donors do this for the money and an explanation of the process involved for intended parents
    [26:09] Are some want-to-be parents excluded from the process
    [29:29] Discussion of clients who are recognizable by the public or extremely wealthy families, where the field is going in the future, and being open about how your family was created 
     
    KEY TAKEAWAYS:
     
    Finding a surrogate, a sperm donor, and an egg donor is not as easy as it may sound. It is a crucial decision, and hiring experts to guide you is best.
    Affluent parents have the option of a direct search program where they create a landing page to share with potential donors who they are. 
    Surrogacy allows you to give joy to a mother who otherwise would not have a child.
     
    RESOURCES:
    Beyond the Balance Sheet Website
     
    Donor Concierge - Website
     
    BIOGRAPHIES: 
    CEO & Founder
    Gail has dedicated her career to helping intended parents from all walks of life build families. She founded Donor Concierge as a compassionate approach to helping intended parents sort through the gauntlet of egg donor and surrogacy options. Gail is a Harvard-trained counselor with 25 years of experience helping intended parents have the baby they always dreamed of.
    After graduate school, Gail joined a research group in the Psychology Department at Yale University. Later, she joined a group of researchers in pediatric neurology at Yale New Haven Hospital doing developmental testing with children born prematurely of very low birth weight. Gail is also a graduate of Alice Domar’s Mind Body Fertility Program through Boston IVF and has served on a Radcliffe panel with other fertility experts. In her career in the fertility industry, Gail has been the Executive Director of one of the leading surrogacy agencies and helped start two different egg donor agencies. Gail is an empathic listener who brings a calming influence to what can often be an emotionally stressful process.
    A frequent speaker at fertility conferences, Gail consults with organizations creating fertility service programs. She is a former board member of SEEDS, The Society for Ethics in Egg Donation and Surrogacy, and the Co-Founder of TULIP, a new online platform for third-party fertility. Married since 1984 with two wonderful children, Gail says having the privilege of being a mother has ignited her passion for helping others experience the joy of parenting.
     
    Gloria Li, BA, PMP
    Executive Director
    Gloria is responsible for managing the Donor Concierge, overseeing all aspects of the company. Gloria has worked in fertility since 2013 and is an expert on egg donation, gestational surrogacy, and fertility care management. Her vision, passion for the mission, and attention to detail have set a high mark in our commitment to excellence, and her leadership has helped Donor Concierge become the premier resource for intended parents worldwide.

    • 37 min
    From Prison to Promise - A Lawyer’s Story with Jeff Grant

    From Prison to Promise - A Lawyer’s Story with Jeff Grant

    Jeff Grant possesses an intriguing narrative that he candidly recounts. His journey began with opioid addiction and culminated in him borrowing funds from clients' accounts, leading to his incarceration. Jeff underwent a transformative experience, earning his Master of Divinity degree and successfully reinstating his law license. He now serves as the visionary behind Progressive Prison Ministries and GrantLaw, which is dedicated to aiding individuals convicted of white-collar offenses by providing them with moral support and defense. This episode will be one of your favorites.
     
    IN THIS EPISODE:
     
    [01:27] Jeff shares his background story from being a successful lawyer to drug addiction and hopelessness ending in attempted suicide
    [04:21] Would white-collar crime still have been manifested if it were not for drug addiction? Jeff discusses the motivations of people within the Progressive Prison Ministries
    [08:16] Arden asks if financial institutions unintentionally reward people with values that lead them down a white-collar path
    [11:45] Jeff discusses life before and after crime and how families cope with life after white-collar crime
    [18:24] Jeff discusses what his family experienced and why he started GrantLaw Firm
    [26:27] Jeff gives his advice to anyone who finds themselves involved in a white-collar crime scenario
     
    KEY TAKEAWAYS:
     
    White-collar crime brings down a lot more than just you. It brings down your family, friends, and sometimes an entire community.
    Insider trading is a crime of opportunity and a lifetime sentence even after serving time.
    Many marriages do not survive white-collar crime, but there is hope, and listeners can contact Jeff’s firm for advice. 
     
    RESOURCES:
     
    Beyond the Balance Sheet Website
     
    Grand Law Firm Website
     
    BIOGRAPHY: Jeff Grant
     
    After an addiction to prescription opioids and serving almost fourteen months in a Federal prison (2006 – 07) for a white-collar crime (SBA loan fraud) he committed in 2001, Jeff started his reentry – earning a Master of Divinity from Union Theological Seminary in the City of New York, majoring in Social Ethics. After graduating from divinity school, Jeff was called to serve at an inner city church in Bridgeport, CT as Associate Minister and Director of Prison Ministries. He then co-founded Progressive Prison Ministries, Inc. (Greenwich, CT), the world’s first ministry dedicated to serving people navigating the white-collar criminal justice system.  
    On May 5, 2021, Jeff’s law license was reinstated by the Supreme Court of the State of New York. On August 10, 2022, he celebrated 20 years of continuous sobriety.
    Jeff has founded the law firm of GrantLaw, PLLC, is once again in private practice in New York City and is committed to using his legal expertise and life experience to benefit others.
    GrantLaw, PLLC, is a new type of law firm providing private general counsel services to clients who have previously faced or who could be facing white-collar prosecutions and regulatory proceedings and their companies and families. In this role, Jeff and his team assist clients in making critical and timely business and family decisions and in executing them so that they have the best chance to come out the other side with lives of purpose, meaning and success.
    “Jeff Grant is the real deal... I can’t imagine there is a lawyer in this country more qualified to consider the complex issues facing people prosecuted for white collar crimes and their families.” – Evan Osnos, Staff Writer, The New Yorker.
     

    • 31 min
    Revisited - Addiction and Success (and Wealth) with Alex Dayton

    Revisited - Addiction and Success (and Wealth) with Alex Dayton

    Alex Dayton has an impressive history in the mental health field including serving as the Clinical Director for Freedom Institute and the Chief Clinical Officer of Veritus. In this revisited episode, he joins us today to talk about addiction treatment and recovery for licensed professionals. Because of their license, professionals like doctors, lawyers, and judges are  more reluctant to seek treatment. The program offered by Veritus, which uses technology, helps to make treatment more a accessible.to this population. Listen to today’s episode as Alex talks about the correlation among addiction, wealth, and success, explains dialectical behavior therapy (DBT)T, and shares exciting trends in the mental health field.
     
    IN THIS EPISODE
     
    [01:46] Similarities and differences between licensed professionals and the average person getting  support for substance use.
    [06:22] How doctors compare to other patients in treatment
    [09:54] How treatment for lawyers is specialized
    [12:54] The correlation among  addiction, success, and wealth
    [18:21] An explanation of DBT
    [23:42] Alex shares what he is looking forward to in the field in the coming years
     
    KEY TAKEAWAYS
     
    Technology is being used in the mental health field making treatment more accessible and offering different solutions for clients.
    DBT is an effective therapy technique because it is applicable in real-time.
    Doctors, lawyers, and other licensed professionals often have a hard time seeking help for substance use because they are afraid it will affect their license. Veritus and the Freedom Institute both aim to help treatment be more accessible to this population.
     
    RESOURCES:
     
    Beyond the Balance Sheet Website
     
    Veritus Website
     
    BIO:
     
    Alex Dayton is a Psychotherapist in private practice and an advisor to several organizations helping to support mental healthcare programming and strategy. Alex served for several years as the Clinical Director for Freedom Institute, an outpatient treatment program located in New York City.. In addition, Alex served as the Vice President of clinical strategy and business development for Freedom Institute. Alex served as Chief Clinical Officer of Veritus, a virtual intensive outpatient program he helped launch and design to treat medical professionals, lawyers, and judges struggling with substance use disorder. Alex remains a consultant for both Freedom Institute and Veritus as a senior advisor. In addition to his Masters degree from New York University, Alex has received intensive training in DBT, and advanced practices in DBT from Marsha Linehan at Behavioral Tech. He  has received training in cognitive behavioral therapy (CBT) from the Beck Institute, completed the Foundations in Family Therapy Program at The Ackerman Institute for The Family, and completed training in advanced practices for Motivational Interviewing from MINT. Alex  completed training at Bellevue hospital and at FEGS, working with adults who have both chronic mental illness and addiction. He has worked with adults, adolescents, and children at the Brooklyn Center for Psychotherapy and on a research team at New York University conducting HIV and substance use research.
     

    • 28 min

Customer Reviews

4.9 out of 5
16 Ratings

16 Ratings

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So Helpful for Families

This podcast addresses things that really need to be normalized in conversation to help loved ones (and fellow colleagues/clients/employees, etc.) struggling with behavioral and mental health issues and their greater impact. Reducing stigma is so important for healing and the topics Arden

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