Beyond The Balance Sheet Podcast
195 episodes - English - Latest episode: 6 months ago -Advisors to high net worth families are increasingly serving a multitude of roles and need to have better developed, holistic skill sets. Technical expertise in finance, law or business operations may be why a family initially engages you, however, it may not be sufficient to create long-term value for clients. Trusted advisors develop emotionally intimate relationships with clients, and provide valuable resources to help families solve some of their biggest challenges. Join Arden and Diana in an interactive podcast discussing some of the most pressing issues around physical health, emotional health and family dynamics. Arden and Diana will invite a series of guests to the show who will cover topics ranging from managing client resistance, to addressing dementia with an aging CEO. The podcast will provide informative content and practical tools to help advisors to wealthy families better serve their clients.
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Episodes
Setting Your Children Up for Success With Covie Edwards-Pitts
May 12, 2021 04:34 - 34 minutes - 63.2 MBCoventry Edwards-Pitt, affectionately known as Covie, is a partner and Chief Creative Officer at Ballentine Partners. She is an author who has written several books, including, “Healthy, Wealthy, and Wise,” and has held numerous jobs and positions in her 24 years of experience. Covie’s experience makes her not just facile in dealing with individual concerns, but with families as well. In this episode, we will be covering how parents can better support the well-being of their children as they...
Lessons from Successfully Launched Adults
May 12, 2021 04:34 - 34 minutes - 63.2 MBCoventry Edwards-Pitt, affectionately known as Covie, is a partner and Chief Creative Officer at Ballentine Partners. She is an author who has written several books, including, “Healthy, Wealthy, and Wise,” and has held numerous jobs and positions in her 24 years of experience. Covie’s experience makes her not just facile in dealing with individual concerns, but with families as well. In this episode, we will be covering how parents can better support the well-being of their children as they...
The Cultural Landmines of Boarding Schools With David Korb
May 05, 2021 07:00 - 29 minutes - 53.6 MBIn today’s episode, we invited David Korb to be a guest. He is the founder of Commonwealth Student Services that provides personalized educational consulting and concierge services to domestic and international students. They are dedicated to providing the highest level of tailored services to students and their families to facilitate and enhance their entire educational experience. Listen in as David shares his experiences working and supporting students on campus, communicating with them i...
The Cultural Landmines of Boarding Schools
May 05, 2021 07:00 - 29 minutes - 53.6 MBIn today’s episode, we invited David Korb to be a guest. He is the founder of Commonwealth Student Services that provides personalized educational consulting and concierge services to domestic and international students. They are dedicated to providing the highest level of tailored services to students and their families to facilitate and enhance their entire educational experience. Listen in as David shares his experiences working and supporting students on campus, communicating with them i...
Effective Interventions With Aging Parents With Janet Benvenuti
April 28, 2021 07:00 - 38 minutes - 71.4 MBWe have a wonderful guest in this podcast episode, Janet Benvenuti. Janet is considered one of the country's leading health and family advocates. She founded Circle of Life Partners and has counseled hundreds of families and educated thousands of people on how to plan for longevity and support of aging relatives without disrupting their careers, damaging health, or depleting a family's finances. Janet also advises leading clinicians, business executives, professional advisors, and entreprene...
Effective Interventions with Aging Parents
April 28, 2021 07:00 - 38 minutes - 71.4 MBWe have a wonderful guest in this podcast episode, Janet Benvenuti. Janet is considered one of the country's leading health and family advocates. She founded Circle of Life Partners and has counseled hundreds of families and educated thousands of people on how to plan for longevity and support of aging relatives without disrupting their careers, damaging health, or depleting a family's finances. Janet also advises leading clinicians, business executives, professional advisors, and entreprene...
Rich and Resilient: How Is It Possible?
April 21, 2021 07:00 - 29 minutes - 53.2 MBDr. Lee Hausner is a recognized clinical psychologist, business consultant, and seminar leader. And amongst her many accolades and professional achievement, she has written a book titled Children of Paradise: Successful Parenting for Prosperous Families. She is a renowned speaker for Young Presidents’ Organization, World Presidents’ Organization, TIGER 21, and has worked with high-net-worth families. In this episode, she will be talking about her experiences from 30 years of working with fam...
Rich and Resilient: How Is It Possible? With Dr. Lee Hausner
April 21, 2021 07:00 - 29 minutes - 53.2 MBDr. Lee Hausner is a recognized clinical psychologist, business consultant, and seminar leader. And amongst her many accolades and professional achievement, she has written a book titled Children of Paradise: Successful Parenting for Prosperous Families. She is a renowned speaker for Young Presidents’ Organization, World Presidents’ Organization, TIGER 21, and has worked with high-net-worth families. In this episode, she will be talking about her experiences from 30 years of working with fam...
Why Your Relationship With Your Advisor Matters: A Young Inheritor Turned Legacy Coach Offers Reflections from Life and Work With Kristen Heaney
April 14, 2021 07:00 - 26 minutes - 48.5 MBKristen Heaney helps successful families connect across generations at the intersection of values, purpose, and financial success. In this episode, Kristen shares how her being a young and unprepared inheritor after her father’s early death colored the passion she has for her work as a wealth legacy coach and consultant and her advice to both financial advisors and families of different generations. Visit our website at: beyondthebalancesheet.com
Why Your Relationship with Your Advisor Matters: A Young Inheritor Turned Legacy Coach Offers Reflections from Life and Work
April 14, 2021 07:00 - 26 minutes - 48.5 MBKristen Heaney helps successful families connect across generations at the intersection of values, purpose, and financial success. In this episode, Kristen shares how her being a young and unprepared inheritor after her father’s early death colored the passion she has for her work as a wealth legacy coach and consultant and her advice to both financial advisors and families of different generations. Visit our website at: beyondthebalancesheet.com
Guiding Affluent Families Through Unexpected Crises
April 07, 2021 07:00 - 27 minutes - 50.9 MBWe are excited to be joined by Greg Henning in today’s episode. Greg has worked in the District Attorneys' office and has had an outstanding educational career. He was also a member of the Homicide Response Team and Chief of the Gang Unit. Now, he runs a very different company at Henning Strategies and works on crisis management and legal strategies for people who are in trouble. Talk about an impressive resume! In this episode, Greg discusses the kind of services his firm offers under the C...
The Unexpected Crisis With Greg Henning
April 07, 2021 07:00 - 27 minutes - 50.9 MBWe are excited to be joined by Greg Henning in today’s episode. Greg has worked in the District Attorneys' office and has had an outstanding educational career. He was also a member of the Homicide Response Team and Chief of the Gang Unit. Now, he runs a very different company at Henning Strategies and works on crisis management and legal strategies for people who are in trouble. Talk about an impressive resume! In this episode, Greg discusses the kind of services his firm offers under the C...
Family Governance: The Tool for Well-Being
March 31, 2021 07:00 - 31 minutes - 57.4 MBGovernance is ‘the way things are done around here’. It is the development of policies, procedures, and structures and ultimately, it comes down to communication, decision-making, clear boundaries, roles and responsibilities, and finding a way to document this for the benefit of the clients. Today’s guest is Daniel Trimarchi, he is part of the KPMG Private Enterprise Family Business practice, which specializes in family governance and succession planning. In this episode, Daniel shares his e...
Family Governance: The Tool for Well-Being With Daniel Trimarchi
March 31, 2021 07:00 - 31 minutes - 57.4 MBGovernance is ‘the way things are done around here’. It is the development of policies, procedures, and structures and ultimately, it comes down to communication, decision-making, clear boundaries, roles and responsibilities, and finding a way to document this for the benefit of the clients. Today’s guest is Daniel Trimarchi, he is part of the KPMG Private Enterprise Family Business practice, which specializes in family governance and succession planning. In this episode, Daniel shares his e...
Navigating Difficult Conversations with Candor and Finesse
March 24, 2021 07:00 - 39 minutes - 35.8 MBSuicide is not something that discriminates. It does not have any economic, status, or gender boundary. Margaret Stone and Neil Smith join us to talk about a topic impacting so many people. Speaking from the heart and a place of vulnerability, Margaret and Neil share their experience with suicide in their family and how to help people who are going through a difficult time in their lives. Visit our website at: beyondthebalancesheet.com
Unexpected Pain: Losing a Child to Suicide With Neil Smith and Margaret Stone
March 24, 2021 07:00 - 39 minutes - 35.8 MBSuicide is not something that discriminates. It does not have any economic, status, or gender boundary. Margaret Stone and Neil Smith join us to talk about a topic impacting so many people. Speaking from the heart and a place of vulnerability, Margaret and Neil share their experience with suicide in their family and how to help people who are going through a difficult time in their lives. Visit our website at: beyondthebalancesheet.com
Managing Difficult Clients Without Getting Fired
March 17, 2021 07:00 - 22 minutes - 20.6 MBDr. Jim Grubman is a family wealth consultant and serves as the curriculum expert and chair for the ultra-high net worth institute. He works with families and understands both the psychology of families and the complexities that come with being a high-net-worth family. Dr. Grubman shares with us how wealth is much more complicated to learn and adapt to. Tune in as we talk about issues often arising around wealth and how a consultant can help.
Managing Difficult Clients Without Getting Fired With Dr. Jim Grubman
March 17, 2021 07:00 - 22 minutes - 20.6 MBDr. Jim Grubman is a family wealth consultant and serves as the curriculum expert and chair for the ultra-high net worth institute. He works with families and understands both the psychology of families and the complexities that come with being a high-net-worth family. Dr. Grubman shares with us how wealth is much more complicated to learn and adapt to. Tune in as we talk about issues often arising around wealth and how a consultant can help.
Insights From an Unprepared Beneficiary With Katie Burden
March 10, 2021 08:00 - 23 minutes - 21.6 MBMeet Katie, Diana’s god-daughter and the beneficiary of a multi-generational trust. As someone who has struggled with mental health issues, eating disorders, and substance abuse, Katie has advice for our listeners on what to consider when interacting with people who have similar situations such as hers. Tune in as Katie gives experience-based advice to parents, family members, and trust officers on how to deal with people who struggle with similar issues.
Insights From an Unprepared Beneficiary
March 10, 2021 08:00 - 23 minutes - 21.6 MBMeet Katie, Diana’s god-daughter and the beneficiary of a multi-generational trust. As someone who has struggled with mental health issues, eating disorders, and substance abuse, Katie has advice for our listeners on what to consider when interacting with people who have similar situations such as hers. Tune in as Katie gives experience-based advice to parents, family members, and trust officers on how to deal with people who struggle with similar issues.
Complex Estate Plans: Practical Strategies for Families to Consider with Impaired Beneficiaries
March 03, 2021 08:00 - 25 minutes - 47.2 MBIn today’s episode, we are joined by Scott E. Squillace who is a business, tax, and estate planning attorney with 34 years of experience practicing law. His practice includes estate planning needs for an international clientele, corporate executives, small business owners, physicians, attorneys, and other professionals. In this episode, we talk about how his life circumstances that evolved over decades made him very comfortable with his niche. He shares advice on dealing, approaching, and co...
Complex Estate Plans: Practical Strategies for Families to Consider with Impaired Beneficiaries With Scott E. Squillace
March 03, 2021 08:00 - 25 minutes - 47.2 MBIn today’s episode, we are joined by Scott E. Squillace who is a business, tax, and estate planning attorney with 34 years of experience practicing law. His practice includes estate planning needs for an international clientele, corporate executives, small business owners, physicians, attorneys, and other professionals. In this episode, we talk about how his life circumstances that evolved over decades made him very comfortable with his niche. He shares advice on dealing, approaching, and co...
Gifts & Gratitude
February 25, 2021 06:33 - 5 minutes - 10.5 MBDiana and Arden will discuss the benefits of gratitude journals.
Gifts & Gratitude With Diana Clark & Arden O’Connor
February 25, 2021 06:33 - 5 minutes - 10.5 MBDiana and Arden will discuss the benefits of gratitude journals.
Navigating Healthcare: How to Help Families in Medical Crisis
February 17, 2021 08:00 - 27 minutes - 50.1 MBWe are lucky to be joined by Dr. Daniel Carlin, a board-certified emergency physician and national leader in the field of telemedicine. Dr. Carlin opens the show to speak about the most substantial healthcare gap he fills with his medical practice. Unfortunately, there is a massive problem around continuity and accountability in the healthcare system. There needs to be familiarity between the patient and their physician to get an excellent diagnosis. One way to create a strong relationship b...
Navigating Healthcare: How to Help Families in Medical Crisis With Dr. Daniel Carlin
February 17, 2021 08:00 - 27 minutes - 50.1 MBWe are lucky to be joined by Dr. Daniel Carlin, a board-certified emergency physician and national leader in the field of telemedicine. Dr. Carlin opens the show to speak about the most substantial healthcare gap he fills with his medical practice. Unfortunately, there is a massive problem around continuity and accountability in the healthcare system. There needs to be familiarity between the patient and their physician to get an excellent diagnosis. One way to create a strong relationsh...
Small Acts of Kindness
February 12, 2021 08:00 - 5 minutes - 9.7 MBIn anticipation of Valentine’s Day, Diana and Arden discuss the ways in which they show kindness to those closest to them.
Small Acts of Kindness With Diana Clark & Arden O’Connor
February 12, 2021 08:00 - 5 minutes - 9.7 MBIn anticipation of Valentine’s Day, Diana and Arden discuss the ways in which they show kindness to those closest to them.
Fragile Power
February 03, 2021 08:00 - 28 minutes - 51.3 MBDr. Paul L. Hokemeyer, a licensed marriage and family therapist, consultant, and author. He is one of the world's foremost experts on resolving the complex, sensitive, and highly nuanced issues that arise among the world's most prominent families. Dr. Paul describes how he developed his expertise in working with the wealthy and powerful. We discuss how some behavioral health providers may not be trained in addressing the needs of ultra-high net worth families. Paul reveals what techniques ar...
Fragile Power With Dr. Paul L. Hokemeyer
February 03, 2021 08:00 - 28 minutes - 51.3 MBDr. Paul L. Hokemeyer, a licensed marriage and family therapist, consultant, and author. He is one of the world's foremost experts on resolving the complex, sensitive, and highly nuanced issues that arise among the world's most prominent families. Dr. Paul describes how he developed his expertise in working with the wealthy and powerful. We discuss how some behavioral health providers may not be trained in addressing the needs of ultra-high net worth families. Paul reveals what techniques ar...
Weaving Gratitude and Appreciation Into Our Lives With Diana Clark & Arden O’Connor
January 27, 2021 08:00 - 3 minutes - 7.09 MBArden and Diana discuss the ways a structure of practicing gratitude increases measurable happiness.
Weaving Gratitude and Appreciation Into Our Lives
January 27, 2021 08:00 - 3 minutes - 7.09 MBArden and Diana discuss the ways a structure of practicing gratitude increases measurable happiness.
Aging Gracefully: A Conversation on Family and Caregiver Considerations With Joanna Gordon Martin
January 20, 2021 20:46 - 31 minutes - 57.9 MBJoanna Gordon Martin has spent years as a respected entrepreneur, investor, and biotech industry executive. Joanna founded Theia Senior Solutions to meet the clients' needs that she understands well: adult children facing the decline of a parent's health and cognitive function while at the peak of their own career and family obligations. Joanna gives tips on when it's time to have a conversation with your parents about their declining health. Later, Joanna speaks about how caregiving convers...
Aging Gracefully: A Conversation on Family and Caregiver Considerations
January 20, 2021 20:46 - 31 minutes - 57.9 MBJoanna Gordon Martin has spent years as a respected entrepreneur, investor, and biotech industry executive. Joanna founded Theia Senior Solutions to meet the clients' needs that she understands well: adult children facing the decline of a parent's health and cognitive function while at the peak of their own career and family obligations. Joanna gives tips on when it's time to have a conversation with your parents about their declining health. Later, Joanna speaks about how caregiving convers...
New Year's Resolutions Versus Goals With Diana Clark & Arden O’Connor
January 13, 2021 08:00 - 4 minutes - 8.73 MBArden and Diana discuss the benefits of small steps towards changing the status quo.
New Year's Resolutions Versus Goals
January 13, 2021 08:00 - 4 minutes - 8.73 MBArden and Diana discuss the benefits of small steps towards changing the status quo.
Talking Turkey With Diana Clark & Arden O’Connor
December 16, 2020 03:18 - 7 minutes - 14.4 MBArden and Diana discuss the ways to approach this holiday season in the middle of a pandemic that may actually result in a silver lining for families.
Talking Turkey
December 16, 2020 03:18 - 7 minutes - 14.4 MBArden and Diana discuss the ways to approach this holiday season in the middle of a pandemic that may actually result in a silver lining for families.
An Advisor Shares: Tough Conversations with Clients in Crisis
December 07, 2020 22:11 - 30 minutes - 56.5 MBEric Brotman opens the show speaking about how he helps clients through a crisis as a financial advisor. When there is a spouse's loss, Eric will make sure that there is a multi-generational approach when it comes to the family. As a financial advisor, Eric needs to be alerted when a family crisis occurs. However, Eric understands that he is not a therapist, and he doesn't cross that fine line. When conflict occurs, a financial advisor may be one of the first people that get a call and an ad...
An Advisor Shares: Tough Conversations with Clients in Crisis With Eric Brotman
December 07, 2020 22:11 - 30 minutes - 56.5 MBEric Brotman opens the show speaking about how he helps clients through a crisis as a financial advisor. When there is a spouse's loss, Eric will make sure that there is a multi-generational approach when it comes to the family. As a financial advisor, Eric needs to be alerted when a family crisis occurs. However, Eric understands that he is not a therapist, and he doesn't cross that fine line. When conflict occurs, a financial advisor may be one of the first people that get a call and an ad...
A First -Person Account: How Mental Illness Impacted My Success
December 07, 2020 21:03 - 25 minutes - 47.7 MBDr. Leon speaks about his mental health diagnosis, establishing his diagnosis of bipolar two disorder later in life. Dr. Leon believes if he had been diagnosed early on in his life, he might not have had so many creative experiences. Although, Dr. Leon thinks that his personal life would not have been as tumultuous if he had been diagnosed earlier. Tune in as Dr. Leon reveals the close relationship he had with his financial advisor & how to speak with your loved ones about mental illness.
A First-Person Account: How Mental Illness Impacted My Success With Dr. Leon Rosenburg
December 07, 2020 21:03 - 25 minutes - 47.7 MBDr. Leon speaks about his mental health diagnosis, establishing his diagnosis of bipolar two disorder later in life. Dr. Leon believes if he had been diagnosed early on in his life, he might not have had so many creative experiences. Although, Dr. Leon thinks that his personal life would not have been as tumultuous if he had been diagnosed earlier. Tune in as Dr. Leon reveals the close relationship he had with his financial advisor & how to speak with your loved ones about mental illness.
Why We Started Beyond The Balance Sheet With Diana Clark & Arden O'Connor
December 03, 2020 19:39 - 26 minutes - 49 MBOur goal is to promote a sense of family recovery by educating people on mental wellbeing and physical wellbeing. When one of your clients has a serious issue, we provide information that will help you have a meaningful conversation with them. Mental illness is a massive topic that we will cover throughout this podcast. If someone you know has a mental illness, there is not a limited trajectory for their life; that’s just one myth that we want to debunk. Tune in as we talk about the power of...
Why We Started Beyond The Balance Sheet
December 03, 2020 19:39 - 26 minutes - 49 MBOur goal is to promote a sense of family recovery by educating people on mental wellbeing and physical wellbeing. When one of your clients has a serious issue, we provide information that will help you have a meaningful conversation with them. Mental illness is a massive topic that we will cover throughout this podcast. If someone you know has a mental illness, there is not a limited trajectory for their life; that’s just one myth that we want to debunk. Tune in as we talk about the power of...
Pilot: Why We Started Beyond The Balance Sheet
December 03, 2020 19:39 - 26 minutes - 49 MBOur goal is to promote a sense of family recovery by educating people on mental wellbeing and physical wellbeing. When one of your clients has a serious issue, we provide information that will help you have a meaningful conversation with them. Mental illness is a massive topic that we will cover throughout this podcast. If someone you know has a mental illness, there is not a limited trajectory for their life; that’s just one myth that we want to debunk. Tune in as we talk about the power of...