Beyond The Balance Sheet Podcast

Beyond The Balance Sheet Podcast

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.

Episodes

October 20, 2021 26 min

Thayer Cheatham Willis is an internationally acclaimed author, educator, speaker, and leading authority in wealth counseling. Thayer shares insight on how her background helped inform the career she chose to pursue and the importance of wealth counseling.We chat about the importance of exemplifying values and how children will learn from what they see, rather than what they hear. Tune in as Thayer dives into how wealthy families re...

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Peter and Arden O’Connor Sr., parents of Arden O’Connor, Founder, and CEO of O’Connor Professional Group, share their experiences navigating the behavioral health care system with their youngest son, Chris. Arden Sr. and Peter were surprised by the early onset and intensity of Chris’ substance use. They join Diana to talk about the professionals they hired and how having financial resources was not the only solution to finding appr...

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Andrew Caspersen lives and works in New York City and is actively involved in the recovery community. In this episode of Beyond the Balance Sheet, Andrew opens up about his self-destructive path of drinking and gambling. After his arrest, Andrew talks about piecing his life back together. He speaks about his faith in the process of recovery and why trust needs to be an action-oriented process. Tune in as Andrew reveals the most sig...

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On this episode of Beyond the Balance Sheet, Dr. Blaise Aguirre, MD, a child adolescent psychiatrist, and Associate Professor in Psychiatry at Harvard Medical School speaks with Diana to discuss borderline personality disorder. Dr. Aguirre addresses the reluctance in diagnosing borderline personality disorder and dives into what effective treatment modalities there are for borderline personality disorder. Tune in as Dr. Aguirre dis...

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Dorothy’s experience as the mother of a child with ADHD and Bipolar Disorder led to her interest in educating other families touched by these issues. First, Dorothy opens up about her experience parenting a daughter who struggled with her mental health for many years. She speaks about the journey of getting multiple opinions for her daughter’s diagnosis and reveals what she would have done differently for her family. Tune in to thi...

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September 15, 2021 27 min

Gary Mendell is the founder and CEO of Shatterproof, a national nonprofit focused on reversing the addiction crisis in America. Gary’s son, Brian, tried drugs and alcohol which ultimately led to addiction. Unfortunately, Brian died of this addiction disease that affects more than 22 million Americans every day. Gary discusses the warning signs that families should look out for, when worried if their child may be using substances. T...

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In this episode, we are joined by Nicholas MacPhee, an active philanthropist who has worked in nonprofits for over 20 years. First, Nick explains how he started working in the field of philanthropy with mental and behavioral health. Mental health resources and support services are needed now more than ever; Nick describes how he finds exemplary philanthropists to invest in innovative and unique companies. Tune in as Nick speaks abo...

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Tavan Pechet is the founder of Pechet Advisors, where he provides management consulting to wealthy families. Relationship risk management is a way to manage the critically essential assets of relationships. Tavan reveals all of the reasons you need to manage relationship risk and the critical elements for successful family mediation. Tune in to this episode of Beyond the Balance Sheet, as we chat about managing conflict and communi...

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Sue Schwartzman joins us today to discuss a hot topic - building generational wealth. Sue has over two decades of experience working with high net worth individuals, families, and teens, helping them systematically and strategically engage in philanthropy and volunteerism while navigating and communicating money concerns and values. Sue begins by explaining how she advises and bridges gaps for families who have differing views on p...

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August 18, 2021 27 min

Carrie Hausner Casden is an established business manager and money coach who has been in practice for over 25 years. Carrie opens the show by explaining how everyone has different perspectives and habits when it comes to money; there are especially significant differences between the money mindsets of men and women. If you are going through a divorce or considering divorce, Carrie explains the importance and benefits of hiring a mo...

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August 11, 2021 35 min

Jay Bacrania, CEO and Co-Founder of Signet Education LLC, and Sheila Akbar, Signet's President and COO, are guests on this week’s episode. Signet helps students and parents develop skills they will need to overcome challenges and empower students to make successful decisions in college. Jay and Sheila explain how parents can navigate engagement with their child who has difficulty with executive functioning challenges. In additi...

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Elizabeth Kelley is a criminal defense lawyer with a nationwide practice specializing in representing people with mental illness and intellectual/developmental disabilities. She built her practice integrating both criminal defense and mental illness because she firmly believes those with mental disabilities do not belong in the criminal justice system, and jail and prison are not treatment. Elizabeth discusses the range of people w...

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Danielle Oristian York is a speaker, consultant, and trainer working with those who seek to change the future through a strategic and operational exploration of values and identity. Danielle opens the show by speaking about her role as the executive director of 21/64, a nonprofit practice founded to serve philanthropic and enterprising families. Danielle reveals how we should have conversations with younger generations around wealt...

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Dr. Jordan Shlain believes good medicine and great health come only from a deep understanding of people, data, and science. First, we discuss Dr. Shlain’s unique approach to the healthcare system and the background and experiences that led to his family office. Dr. Shlain reveals why wealth changes the outcome of how he can deliver healthcare. Plus, we discuss the type of people willing to avoid the insurance route and become his p...

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Heidi Webb has been licensed to practice law in Massachusetts and before the Federal District and Appeals Courts since 1986. In today’s episode of Beyond the Balance Sheet, we talk all about the different ways to restructure a family besides the typical divorce. Heidi likes to work backward with her clients by encouraging them to think about where they want their families to be in ten years, and then devise a plan from there. In ad...

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June 23, 2021 35 min

We all know someone who has psychopathy; however, not everyone knows the truth about it, how to identify the warning signs or what to do next once they identify the psychopath. Dr. Ron Schouten, Director of the Forensic Psychiatry Fellowship at St. Elizabeth's Hospital, Director Emeritus of the Law & Psychiatry Service of the Massachusetts General Hospital, and Chair of the Association of Threat Assessment Professionals Gov...

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Wealth advisors are continually nudged into broader elements of their client's lives. It’s up to these financial advisors to fulfill the role in addressing many situations, which helps them build a solid financial plan encompassing all aspects of their client's lives. In today’s episode, Michael Conway, founder and CEO of Conway Wealth Group, and Zach Conway, Managing Director of Conway Wealth, join Arden and Diana to expla...

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Ellen Perry is the founder and principal of Wealth Bridge Partners, and has years of experience working with families of substantial wealth. Talking about money among family members can bring out difficult emotions and stress. In this week’s episode of Beyond the Balance Sheet, Ellen tells us how she personally works with families to tackle tough decisions and open the lines of communication between family members. Tune in to this ...

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Julia Karol is the president and COO of the Watermill Group. She has a number of different philanthropic engagements and was named the Most Influential Women in Mid-Market M&A by Mergers and Acquisitions Magazine for three consecutive years. Julia is also the host of Stork’d, a podcast that explores and celebrates the many paths to building a family. 

As a person who went through it herself, Julia shares her advice on how you c...

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May 26, 2021 31 min

Rob Lachenauer is a partner and CEO at Banyan Global. He has been both a consultant and entrepreneur, and has traveled extensively throughout the world doing consulting work and entrepreneurial advice work. Rob has written a book that has been translated into at least 7 languages called Harvard Business Review Family Business Handbook: How to Build and Sustain a Successful, Enduring Enterprise that talks about success and endurance...

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