21 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

    • Business
    • 4.8 • 11 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 Cultural Landmines of Boarding Schools

    The Cultural Landmines of Boarding Schools

    In today’s episode, we invited David Korb to be a guest. He is the founder of Commonwealth Student Services that provides personalized educational consulting and concierge services to domestic and international students. Listen in as David shares his experiences working and supporting students on campus, communicating with them in a way that they felt heard and seen, and how parents can continue parenting even from a distance.

    • 29 min
    Effective Interventions with Aging Parents

    Effective Interventions with Aging Parents

    We have a wonderful guest in this podcast episode, Janet Benvenuti. Janet is considered one of the country's leading health and family advocates. She founded a great organization called Circle of Life Partners and she's counseled hundreds of families and educated thousands of people on how to plan for longevity and support of aging relatives without disrupting their careers, damaging health, or depleting a family's finances.

    • 38 min
    Rich and Resilient: How Is It Possible?

    Rich and Resilient: How Is It Possible?

    Dr. Lee Hausner is a recognized clinical psychologist, business consultant, and seminar leader. And amongst her many accolades and professional achievement, she has written a book titled Children of Paradise: Successful Parenting for Prosperous Families. In this episode, she will be talking about her experiences from 30 years of working with families, the values she believes in, and how you can help your client holistically.

    • 29 min
    Why Your Relationship with Your Advisor Matters

    Why Your Relationship with Your Advisor Matters

    Kristen Heaney helps successful families connect across generations at the intersection of values, purpose, and financial success. In this episode, Kristen shares how her being a young and unprepared inheritor after her father’s early death colored the passion she has for her work as a wealth legacy coach and consultant and her advice to both financial advisors and families of different generations.

    • 26 min
    Guiding Affluent Families Through Unexpected Crises

    Guiding Affluent Families Through Unexpected Crises

    We are very excited to be joined by Greg Henning in today’s episode. Greg has worked in the District Attorneys' office and has had an outstanding educational career. He was also a member of the Homicide Response Team and Chief of the Gang Unit. Now, he runs a very different company at Henning Strategies and works on a lot of crisis management and legal strategies for people who are in trouble.

    • 27 min
    Family Governance: The Tool for Well-Being

    Family Governance: The Tool for Well-Being

    Governance is ‘the way things are done around here’. It is the development of policies, procedures, and structures and ultimately, it comes down to communication, decision-making, clear boundaries, roles and responsibilities, and finding a way to document this for the benefit of the clients. Daniel Trimarchi shares his experience in creating governance structures, facilitating safe conversations, and removing the advisors biases when working with clients.

    • 31 min

Customer Reviews

4.8 out of 5
11 Ratings

11 Ratings

thatlesleygirl ,

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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