38 episodes
Trusted Advisor Podcast Series The Heritage Institute
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- Business
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.
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What is The Heritage Institute's Alignment Milestones Training Program?
What is The Heritage Institute's Alignment Milestones Training Program?
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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 wealth.
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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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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 achieved and on point for you, your people, and God.
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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 approach for going beyond family governance to build a Connected & Capable Family™ of engaged stewards of both a family's financial and non-financial resources.
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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.