Episodes
51
Latest episode
Nov 2025
Language
EN-US
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.
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 resilience and connection across generations.
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.
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 educators to assist on their journey of development and engagement across generations.
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, the human costs of unprepared trustees, and how real trustee education—grounded not only in law and tax, but also in empathy, communication, and listening—can transform outcomes for families.
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.
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 space for the rising generation to reclaim their voice and write their own story with freedom, strength, and purpose.
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 or heirs in isolation, offering practical tools for advisors and families to build real engagement, cultivate values-driven decision-making, and foster lasting stewardship. Listeners will walk away with strategies to shift from information-dumping to true education that sparks responsibility, connection, and growth.
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 you're a business owner, executive, or advisor, you'll gain practical insights into using 360 assessments as a strategic tool for growth and transformation.
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 generations to come—because a trust should grow with your family, not hold it back.
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