Lyt til Let's Talk Family Enterprise

Host Steve Legler speaks with Dan Doty, an executive and wilderness guide, about his upcoming session at Family Enterprise Canada's Symposium in Halifax. Together, they discuss the challenges that fathers face when leading a business and a family, and how the roles and expectations of fathers are rapidly evolving.   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 [https://familyenterprise.ca/].   Guest bio Dan Doty is a writer, wilderness guide, men’s work leader, and somatic meditation teacher, and has helped to instigate and lead a part of the current global men’s movement. Most comfortable in nature, he is committed to practicing and sharing work that brings wildness and love into the open. A three-time guest on the Joe Rogan Experience, Dan has spent substantial time as a wilderness therapy guide and an inner-city high school teacher, and directed and produced over 50 episodes of the hit hunting show MeatEater.   He has two young sons and a baby daughter, is in love with his wife and living very close to the land, near the sea, where life is quiet and beautiful.   You can learn more about Dan Doty on the Dan Doty [https://dandoty.com/] website.   Key Takeaways [:26] Steve Legler welcomes Dan Doty and asks him to share what audiences can expect from him at Symposium.   [3:19] Dan explains why and how he wants to open up the conversation on fatherhood in family business and how his background set the stage for centralizing the father’s role.   [5:33] How the unseen wall between father and son can be broken down has been central to Dan’s career; he speaks to the profound experience reconnection provides.   [8:05] An imbalance between doing and being has led to a loss of connection in most men.   [11:09] Becoming self-aware may be remarkably fast but developing the lexicon to talk about it is a longer endeavour.   [12:52] From one-on-one to group work, Dan breaks down how he works with fathers, sons, and men as well as organisations.   [16:47] Sometimes what is required is a safe space, stripped of expectation, for two people to reconnect on a personal level, as humans.   [18:46] Working in the family business space is very complex, and working on a case-by-case basis remains the best way to peel back the layers and find connection.   [20:41] Dan shares how masculinity and fatherhood are going through a wonderful evolution and today offers so much opportunity.   [23:19] Evolution can stun previous generations, but the good news is that all relationships are workable.   [24:56] Everyone is welcome, not just men!   [26:13] Dan’s hope for his session at Symposium.   [28:17] Dan shares his reading recommendation as well as his advice for fathers everywhere.   [30:07] Steve Legler thanks Dan Doty 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 [https://open.spotify.com/show/3blLgzlyWh2KPtlbrPEhaj], Apple Podcasts [https://podcasts.apple.com/us/podcast/lets-talk-family-enterprise/id1461762424], and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca [fea@familyenterprise.ca].   Mentioned in this episode The Family Business Symposium 2025: Navigating the Calm and the Storm in Family Business [https://events.familyenterprise.ca/family-business-symposium-2025/], May 26 to 28 in Halifax, Nova Scotia   Adam’s Return: The Five Promises of Male Initiation [https://www.amazon.ca/Adams-Return-Five-Promises-Initiation/dp/082452280X], by Richard Rohr [https://www.amazon.ca/Richard-Rohr/e/B000AQ2WB4/ref=dp_byline_cont_book_1]   More about Family Enterprise Canada Family Enterprise Canada [https://familyenterprise.ca/] FEC on Facebook [https://www.facebook.com/FamilyEnterpriseCanada] FEC on Twitter [https://twitter.com/FamBizCanada] FEC on LinkedIn [https://www.linkedin.com/company/family-enterprise-canada/]

In our 65th episode, Aileen Miziolek sits down with ownership expert and co-author of Own It!: How to Develop a Family Enterprise Owner's Mindset at Every Age, Barbara Dartt, to ask her how she started and grew her career in the family business consulting world, what being an owner of a family enterprise can mean and the different roles that owners often have to navigate in their ownership journey.   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 [https://familyenterprise.ca/].   Guest bio Barbara Dartt has more than 20 years’ experience helping individuals and family groups grapple with the joys and challenges that are a natural part of families owning and managing businesses together. As a principal consultant for FBCG, Barb helps families get aligned, anticipate and prevent future challenges, and communicate effectively to grow their businesses.   Growing up, Barb watched her grandfather and father provide educational extension services to family-owned farms. Her interest in serving farm families led her to study veterinary medicine, receiving her doctoral degree from Michigan State University in 1996. In 1998, Barb earned a master’s degree in Agricultural Economics at MSU where she worked as a graduate research assistant, and then as a Farm Business Management Specialist.   You can learn more about Barbara Dartt on the Family Business Consulting Group [https://www.thefbcg.com/consultants/barbara-dartt/] website.   Key Takeaways [0:26] Aileen Miziolek welcomes Barbara Dartt and asks her to share how she came to a career in the family business consulting world.   [4:49] Regardless of the industry, the need for ownership development tends to sneak up on families; Barbara explains how that evolution can take place.   [9:40] Both operating and non-operating ownership can become complex and challenging, but non-operating ownership is not for everyone.   [11:12] Highly expert industries can evolve beyond their owners’ knowledge base so creating a team for strategic ownership is critical. Barbara explains a good perspective and a few non-negotiables to guide ownership development.   [17:00] Patient capital as a quantifiable way to measure the return on time and energy.   [18:45] The owners’ mindset, beliefs, and behaviors chart is one of the many tools provided in the book; Barbara shares her favorite.   [24:42] Barbara breaks down the common symptoms of underdeveloped ownership and what to do to prevent it.   [27:56] Generation friction can also be an issue when it comes to ownership, Barbara shares her experience with intergenerational cohorts and how their different perspectives affect what feels important to them.   [30:24] Barabara offers what advisory structure she would provide for proper ownership development.   [33:20] Aileen Miziolek thanks Barbara Dartt for sharing her 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 [https://open.spotify.com/show/3blLgzlyWh2KPtlbrPEhaj], Apple Podcasts [https://podcasts.apple.com/us/podcast/lets-talk-family-enterprise/id1461762424], and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca [fea@familyenterprise.ca].   Mentioned in this episode The Family Business Symposium 2025: Navigating the Calm and the Storm in Family Business [https://events.familyenterprise.ca/family-business-symposium-2025/], May 26 to 28 in Halifax, Nova Scotia   Own It!: How to Develop a Family Enterprise Owner's Mindset at Every Age [https://www.amazon.ca/Ownership-Development-Family-Business-Generation/dp/3030204189], by Wendy Sage-Hayward, Gaia Marchisio, and Barbara Dartt   More about Family Enterprise Canada Family Enterprise Canada [https://familyenterprise.ca/] FEC on Facebook [https://www.facebook.com/FamilyEnterpriseCanada] FEC on Twitter [https://twitter.com/FamBizCanada] FEC on LinkedIn [https://www.linkedin.com/company/family-enterprise-canada/]

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 [https://familyenterprise.ca/].   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 [https://www.linkedin.com/in/jeffrey-foote-7352a17] and the CMC Foundation For Change [https://cmcffc.org/team/jeff-foote-phd] 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 [https://open.spotify.com/show/3blLgzlyWh2KPtlbrPEhaj], Apple Podcasts [https://podcasts.apple.com/us/podcast/lets-talk-family-enterprise/id1461762424], and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca [fea@familyenterprise.ca].   Mentioned in this episode Beyond Addiction: How Science and Kindness Help People Change [https://www.amazon.ca/Beyond-Addiction-Science-Kindness-People/dp/1476709475], by Jeffrey Foote PhD [https://www.amazon.ca/s/ref=dp_byline_sr_audible_2?ie=UTF8&field-keywords=Jeffrey+Foote+PhD&search-alias=audible], Carrie Wilkens PhD [https://www.amazon.ca/s/ref=dp_byline_sr_audible_3?ie=UTF8&field-keywords=Carrie+Wilkens+PhD&search-alias=audible], Nicole Kosanke PhD [https://www.amazon.ca/s/ref=dp_byline_sr_audible_4?ie=UTF8&field-keywords=Nicole+Kosanke+PhD&search-alias=audible], and Stephanie Higgs PhD [https://www.amazon.ca/s/ref=dp_byline_sr_audible_5?ie=UTF8&field-keywords=Stephanie+Higgs+PhD&search-alias=audible] The Beyond Addiction Workbook for Family and Friends: Evidence-Based Skills to Help a Loved One Make Positive Change [https://www.amazon.ca/Beyond-Addiction-Workbook-Family-Friends/dp/1648480187], by Jeffrey Foote PhD [https://www.amazon.ca/Jeffrey-Foote-PhD/e/B0BCHD4F4N/ref=dp_byline_cont_book_1], Kenneth Carpenter PhD [https://www.amazon.ca/s/ref=dp_byline_sr_book_2?ie=UTF8&field-author=Kenneth+Carpenter+PhD&text=Kenneth+Carpenter+PhD&sort=relevancerank&search-alias=books-ca], and Carrie Wilkens PhD [https://www.amazon.ca/s/ref=dp_byline_sr_book_3?ie=UTF8&field-author=Carrie+Wilkens+PhD&text=Carrie+Wilkens+PhD&sort=relevancerank&search-alias=books-ca] Listening Well: The Art of Empathic Understanding [https://www.amazon.ca/Listening-Well-Art-Empathic-Understanding/dp/1532634846], by William R. Miller [https://www.amazon.ca/William-R-Miller/e/B001KII9XG/ref=dp_byline_cont_book_1] Inside Rehab: The Surprising Truth About Addiction Treatment-and How to Get Help That Works [https://www.amazon.ca/Inside-Rehab-Surprising-Addiction-Treatment/dp/0143124366], by Anne M. Fletcher [https://www.amazon.ca/Anne-M-Fletcher/e/B000AP9IX0/ref=dp_byline_cont_book_1]   More about Family Enterprise Canada Family Enterprise Canada [https://familyenterprise.ca/] FEC on Facebook [https://www.facebook.com/FamilyEnterpriseCanada] FEC on Twitter [https://twitter.com/FamBizCanada] FEC on LinkedIn [https://www.linkedin.com/company/family-enterprise-canada/]

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 [https://familyenterprise.ca/].   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 [https://open.spotify.com/show/3blLgzlyWh2KPtlbrPEhaj], Apple Podcasts [https://podcasts.apple.com/us/podcast/lets-talk-family-enterprise/id1461762424], and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca [fea@familyenterprise.ca].   Mentioned in this episode Episode 55: “Rising Gen Innovation and Creativity in Family Business” [https://familyenterprise.ca/resource/rising-gen-innovation-and-creativity-in-family-business/] Episode 57: “The Family Office Navigator” [https://familyenterprise.ca/resource/the-family-office-navigator/] Episode 58: “Sustainability and ESG in Family Enterprises” [https://familyenterprise.ca/resource/sustainability-and-esg-in-family-enterprises/] Episode 59: “Mental Health Impacting Intergenerational Wealth Transfers” [https://familyenterprise.ca/resource/mental-health-impacting-intergenerational-wealth-transfers/] Episode 60: “Embracing Polarities to Harmonize Opposites in Enterprising Families” [https://familyenterprise.ca/resource/embracing-polarities-to-harmonize-opposites-in-enterprising-families/] Episode 62: “Estate Planning: Don’t Leave a Mess!” [https://familyenterprise.ca/resource/estate-planning-dont-leave-a-mess/]   More about Family Enterprise Canada Family Enterprise Canada [https://familyenterprise.ca/] FEC on Facebook [https://www.facebook.com/FamilyEnterpriseCanada] FEC on Twitter [https://twitter.com/FamBizCanada] FEC on LinkedIn [https://www.linkedin.com/company/family-enterprise-canada/]

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 [https://familyenterprise.ca/].   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 [https://ca.linkedin.com/in/sandypollack] and the Trimaran Advisory Group website [https://trimaranadvisory.com/our-team].   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 [https://ca.linkedin.com/in/annie-stoneburgh-16675031].   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 [https://open.spotify.com/show/3blLgzlyWh2KPtlbrPEhaj], Apple Podcasts [https://podcasts.apple.com/us/podcast/lets-talk-family-enterprise/id1461762424], and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca [fea@familyenterprise.ca].   Mentioned in this episode Don’t Leave a Mess!: How to Disaster-Proof Your Family Legacy [https://www.amazon.ca/Dont-Leave-Mess-Disaster-Proof-Family/dp/1544536674/ref=sr_1_1?dib=eyJ2IjoiMSJ9.uZAhcx9ECGs-U5W3DRE_gDIyMIPKnwk7Otnr1rGUcnnplUdEBcC6axKlK9nZOv6e2Xj9E8x0J8OVfUYlqCps5jTEy7QN2wcQfn1u9EvVn_wvQ1gTv4E0pgW9hrLlq_PakctnJwRhhhFBll53A_zkDImOQN9GOIMWk7C8cJj_d50eMDSoZRWhW8rb_Z-RRJIjAEzbF8ShcqrlfcNV-0SEUdlloZE8Al2V0u2jmHegCgVnvKwzsU4SYwsPZ4WfiWG7RKs7q5IenS6wpK2NrdonrgAl9g2v6rU07JoUgmyxCnk.hT2EZ-Hl2EdsvpCVDVeICae2vIHU_bDwYbx_UnvBKLI&dib_tag=se&hvadid=636410947439&hvdev=c&hvlocphy=9000492&hvnetw=g&hvqmt=e&hvrand=14068661913086720718&hvtargid=kwd-1907703427129&hydadcr=28318_14575586&keywords=don%27t+leave+a+mess&qid=1733277708&sr=8-1], by Sandy Pollack Hope for the Best, Plan for the Rest: 7 Keys for Navigating a Life-Changing Diagnosis [https://www.amazon.ca/Hope-Best-Plan-Rest-Life-Changing/dp/1774582961], by Samantha Winemaker and Dr. Hsien Seow   More about Family Enterprise Canada Family Enterprise Canada [https://familyenterprise.ca/] FEC on Facebook [https://www.facebook.com/FamilyEnterpriseCanada] FEC on Twitter [https://twitter.com/FamBizCanada] FEC on LinkedIn [https://www.linkedin.com/company/family-enterprise-canada/]