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Index/Leadership/Legacy Builders
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Cultivating Resilience: From Resistance to Openness

Legacy Builders · 2024-03-01 · 56 min

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Topics in this episode

Financial planningFinancial wellbeinglegacyfamily businesscory gagnon

Episode notes

In this episode, Judi Cunningham shares insights on building resilience when faced with adversity during strategic planning for family enterprises. We explore the importance of facilitating open and curious dialogue to understand differing perspectives, giving family members agency in conversations, and assessing what's truly important to make clearer decisions. Hear Judi's perspective on transforming unproductive communication into a constructive discussion over time, establishing clear family versus business roles to reduce confusion, and implementing information-sharing protocols as more households take ownership. She offers examples of leaning on wider communities or specialists like her Trella Advisory Group when alignment remains elusive internally. Throughout our discussion, Judi offers insightful takeaways to put into action - make room for open dialogue even when uncomfortable, clearly delineate family versus business roles, implement structures around information flow and decisions as ownership broadens, and don't hesitate to access outside help when stuck.

Related episodes across the Index

Other episodes covering the same guests and topics, from across The B2B Podcast Index.

  • How Education Founders Build Succession Plans that Scale Impact Beyond Themselves With Ryan SteuerThe Art of Succession · on legacy87 / 100
  • Shannon Lee Simmons: How To Stop Feeling Broke | #415The Rational Reminder Podcast · on Financial planning77 / 100
  • Building a Mental Health Benefit Physicians Will Actually UseBeyond the Paycheck · on Financial wellbeing72 / 100
  • Danny Saucedo and Daniel Thompson - Real Estate, Taxes & Financial Planning - Episode 116One More Round Podcast · on Financial planning71 / 100
  • The Paraplanner to Adviser Pipeline: How to Bridge the Gap | Georgia Thomas & Andrianna RawlingsHoxton Life · on Financial planning68 / 100
  • The Problem With Your Annual Budget (And What Actually Works) | Ep 252Strategy Meets Finance · on Financial planning

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  • Inherited Vision, Unwritten Future: How the Next Generation Shapes What Comes Next80 / 100
  • The Next Chair: Governing Tomorrow, Next Generation Leadership in Family Enterprises58 / 100
  • Return on Meaning: Rethinking Wealth Beyond Financial Capital
  • The Architecture of Ownership: How Families Build Structures That Last
  • Designing for the Life Ahead: How Homes Can Support Every Stage of Family Life
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