Let's Talk Family Enterprise

De: Family Enterprise Canada
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  • Lets Talk Family Enterprise explores global ideas, concepts and models related to family enterprise advising. Brought to you by Family Enterprise Canada, specifically created for FEA designates and members of Family Enterprise Canada.
    © 2025
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Economía
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Episodios
  • 64: Getting Beyond Addiction in Enterprising Families

    64: Getting Beyond Addiction in Enterprising Families
    Feb 20 2025
    Host Steve Legler speaks with Dr. Jeffrey Foote, one of the authors of Beyond Addiction: How Science and Kindness Help People Change. Together, they discuss how family members and FEAs can become important catalysts in helping people with addiction issues overcome them, for the benefit of the entire family. Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients. All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada. Guest bio Dr. Jeffrey Foote is a psychologist and nationally recognized clinical research scientist with over 30 years of experience utilizing evidence-based treatment approaches for the treatment of substance use issues and Post-traumatic Stress. He is the Co-President and CEO of the CMC: Foundation for Change, a not-for-profit organization with the mission of improving the dissemination of evidence-based ideas and strategies to the families of persons struggling with substance use. Dr. Foote was a psychologist for the NY Mets for 11 years and has continued in sports psychology as an independent performance consultant to professional athletes. Before co-founding CMC in 2003, Dr. Foote was the Deputy Director of the Division of Alcohol Treatment and Research at Mt. Sinai Medical Center in NYC and Senior Research Associate at The National Center on Addiction and Substance Abuse at Columbia University in NYC. Dr. Foote is a member of the Association for Behavioral and Cognitive Therapies and the American Association of Addiction Psychiatrists. You can learn more about Dr. Jeffrey Foote on LinkedIn and the CMC Foundation For Change website. Key Takeaways [:26] Steve Legler welcomes Dr. Jeffrey Foote and invites him to share a little bit about how the cultural discussion on substance abuse hasn’t evolved a lot in the past decades and how his book addresses this issue head-on. [3:09] Cultural norms around addiction are hugely stigmatizing, Dr. Jeffrey raises another very damaging side-effect of culture as a variety of approaches that are not evidence-based are recirculated. [5:17] Advisors are in a unique and very powerful position, and as such do need to be both sensitive and informed to provide a truly helpful direction. [7:10] Dr. Foote touches on how Eddie Ford managed to move the perception of addiction forward from a simplistic moral issue to that of a disease. [9:00] Stepping back and being able to look at the potential reasons for a person’s behavior is a good step toward understanding. [10:56] Dr. Jeffrey offers the one thing he would ask advisors and families to do first and foremost: slow down. [13:06] It turns out kindness is an evidence-based idea and it can motivate change. [15:22] The invitation to change the model and some of the tools used to put it into practice. [17:04] Dr. Foote explains why and how figuring out why those behaviors make sense helps you be kind while tackling addiction. [18:36] The most powerful resource! Navigating out of addiction is more often successful when the families are involved, but families are the most underserved voices in addiction treatment. [20:36] Self-awareness and self-care are a major part of helping others, but Dr. Foote cautions that it doesn’t necessarily mean detaching and walking away. [22:44] Good communication tools are a huge asset, whatever the pain point! The Beyond Addiction Workbook offers compassionate, evidence-based tools. [25:10] The past decades have offered some incremental change in addiction treatment, but the very high prevalence of co-occurring psychiatric issues still needs to be brought to light and addressed. [28:01] Having a moderating voice in a family discussion on addiction is important to help slow things down. [29:58] Dr. Jeffrey Foote shares his book recommendations as well as his advice for advisors and families. [33:14] Steve Legler thanks Dr. Jeffrey Foote for sharing his expertise and closes this episode by reminding listeners to rate and subscribe. If you enjoyed today’s episode, you can subscribe to Let’s Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca. Mentioned in this episode Beyond Addiction: How Science and Kindness Help People Change, by Jeffrey Foote PhD, Carrie Wilkens PhD, Nicole Kosanke PhD, and Stephanie Higgs PhD The Beyond Addiction Workbook for Family and Friends: Evidence-Based Skills to Help a Loved One Make Positive Change, by Jeffrey Foote PhD, Kenneth Carpenter PhD, and Carrie Wilkens PhD Listening Well: The Art of Empathic Understanding, by William R. Miller Inside Rehab: The Surprising Truth About ...
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    35 m
  • 63: The Best of 2024 (A Retrospective)

    63: The Best of 2024 (A Retrospective)
    Jan 23 2025
    Regular hosts Steve Legler and Aileen Miziolek discuss some of their favourite guests and insights from the 2024 episodes of the Let's Talk Family Enterprise podcast. Hear them share their greatest takeaways to bring back good memories and encourage listeners to subscribe for more! Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients. All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada. Key Takeaways [:26] Steve Legler and co-host Aileen Miziolek welcome listeners to the annual episode review! They each share their most impactful moments from 2024’s great list of guests. [2:15] Aileen and Steve share their thoughts on her discussion with Perry Gladstone in terms of what identity brings to a business, and why dreaming together can help bring the rising generation into the fold. [10:05] Episode 57 with Peter Vogel had one takeaway jump right out to Steve — find your why! Aileen resonates with making sure not everything looks like a nail and they both share how the Family Office Navigator book can help advisors. [14:02] Pramodita Sharma’s episode 57 inspired Aileen and Steve on multiple levels. One, the rejuvenating potential of sustainability projects, both for businesses and for single actors, and how this field is a way multigenerational family businesses can have a broader world impact. [21:00] The Happy Inheritor’s author, Thomas Deans, came on as a guest for episode 59. Steve and Aileen share how their long-time friend made their conversation both nourishing and thought-provoking. [25:31] Episode 50 with Aileen’s colleague Kathy Carol, provided a wealth of information, just as her book offers a multitude of useful tools for advisors; Aileen and Steve share which ones they use. [28:31] A thoughtful two-guest episode came out just this past December. Aileen shares what tidbits to take away from episode 62 on how not to leave a mess for your inheritors, and opening a conversation on end-of-life matters. [33:36] Steve and Aileen look to 2025 and their new goals, and close out the year and this episode by inviting listeners to take advantage of the vast resources provided in these podcasts, and remind everyone to rate and subscribe. If you enjoyed today’s episode, you can subscribe to Let’s Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca. Mentioned in this episode Episode 55: “Rising Gen Innovation and Creativity in Family Business” Episode 57: “The Family Office Navigator” Episode 58: “Sustainability and ESG in Family Enterprises” Episode 59: ​​“Mental Health Impacting Intergenerational Wealth Transfers” Episode 60: “Embracing Polarities to Harmonize Opposites in Enterprising Families” Episode 62: “Estate Planning: Don’t Leave a Mess!” More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn
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    36 m
  • 62: Estate Planning: Don’t Leave a Mess!

    62: Estate Planning: Don’t Leave a Mess!
    Dec 19 2024
    Join Aileen Miziolek as she sits down with Sandy Pollack, author of Don’t Leave a Mess and expert in values-based legacy planning, and Annie Stoneburgh, Death Doula and geriatric care specialist, to discuss the intersection of estate planning, family business transitions and end-of-life care. Discover how open, meaningful conversations can help families navigate these sensitive topics and create a lasting legacy. Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients. All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada. Guest bio Sandy Pollack, CFP, CLU, TEP, FEA, MFA-P founded Trimaran Advisory Group, a firm that goes beyond traditional business and estate planning. She has built an advisory firm based on the understanding that each family business has its own unique set of values and issues. Serving as Principal and Lead Financial Advisor, Sandy advocates for values-based legacy planning — believing that building wealth, and managing wealth are not the same thing. You can learn more about Sandy Pollack on her LinkedIn and the Trimaran Advisory Group website. Annie Stoneburgh is the founder of the 2 Steps Ahead consultancy and a professor at George Brown College. She leverages her expertise and passion to raise awareness and educate others on the psychosocial aspects of caring for older adults. Her 30-year career has spanned the entire continuum of geriatric care including Independent Community-based Living, Retirement, and Long-Term Care to Palliative Care. You can learn more about Annie Stoneburgh on her LinkedIn. Key Takeaways [:26] Aileen Miziolek welcomes Sandy Pollack, financial and family business transition advisor, and Annie Stoneburgh, Professor at Gorge Brown College and Death Doula to discuss a delicate subject. [1:47] Sandy explains what drove her to write her book Don’t Leave a Mess. [3:31] Annie shares how her path led her to study end-of-life care and how she became a Death Doula. [7:41] The archeology analogy Sandy uses to explain how she approaches and structures estate planning discussions with families. [11:21] Meeting a family for the first time implies one difficult request from Annie and how hope changes as conversations progress. [17:06] The advisor’s mindset and their tendency to “silo” can impact end-of-life conversations. Sandy offers ways of digging into deeper conversations. [20:18] Aileen shares a personal story about navigating the end of her husband’s life and working with a Death Doula. [23:34] What being the “what if” means for Annie and why leaving your career at the door when it comes to caregiving in end-of-life is critical. [29:17] Communication (times 3), expectations, and agreement are the key aspects of having a smooth-running family system, especially in the context of a family business transition. [32:52] The important role facilitators play in processing change. [34:18] Annie and Sandy share their advice for advisors as well as some reading recommendations. [38:36] Aileen Miziolek thanks Sandy Pollack and Annie Stoneburgh for sharing so much of their expertise and closes this episode by reminding listeners to rate and subscribe. If you enjoyed today’s episode, you can subscribe to Let’s Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca. Mentioned in this episode Don’t Leave a Mess!: How to Disaster-Proof Your Family Legacy, by Sandy Pollack Hope for the Best, Plan for the Rest: 7 Keys for Navigating a Life-Changing Diagnosis, by Samantha Winemaker and Dr. Hsien Seow More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn
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    40 m

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