Day in a Canoe Podcast

In this episode, Nathan and Kathy discuss: What family systems are and how they operate Tools to reflect inward and examine your own operating system along with your family system The correlations between you and the generational systems you inherited The emotional attachments to success and money and the role those topics play in family systems Key Takeaways: Addressing what you and your family have inherited emotionally over generations and what you want to do about it often leads to wonderful discussions and a way to talk about what is most important to you all as a unit. Giving yourself time to think about what is important to you to speak for yourself in family conversations is the best way to gain confidence and feel like each family member is heard Curiosity is the biggest motivator in taking action and starting these conversations with your family. “Being yourself with people you are sensitive to, can be magic.”  —  Kathy Wiseman.    About Kathy Wiseman: Kathy Wiseman is the Founder of Working Systems Inc and Partner at Navigating Systems, the Brown Center for the Study of Family. Kathy’s interest and expertise are in assisting family members, family executives, and legal and financial professionals in applying family systems theory to the challenges in their professional and personal lives. Her focus is on making available the groundbreaking research of Dr. Murray Bowen to the professionals who serve business families and organizations. She works with motivated leaders to think systems and increase their capacity to manage themselves in times of change. Connect with Kathy Wiseman:  LinkedIn: Kathy Wiseman | LinkedIn Website: Faculty — Navigating Systems DC  Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward, Suite 310 Birmingham, MI 48009

In this episode, Nathan and Mark discuss: The landscape of residential real estate and the ever-increasing demand for homes despite low inventory and high interest rates. Recent lawsuits against the National Association of Realtors and what it means for real estate professionals and homebuyers. Building businesses and taking risks, particularly in situations where your back is against the wall. Key Takeaways: The real estate business is constantly changing, now more than ever we are seeing low inventory, shifting brokerage practices and constant market fluctuation trying to catch up with increasing demand. Entrepreneurial ventures take time, patience and risk taking. The best lessons in life aren’t through education, but in living through experiences and learning from them. Investing in yourself can be the most powerful way to impact your life. Avoiding lifestyle creeps and reinvesting in things that can pay you back in the long run is of great value. “One of lessons that I learned from the guy that recruited me into the business… when you close a deal, take 25% of your commission and somehow get it into the real estate business.”  —  Mark McLaughlin.    About Mark McLaughlin: A visionary leader in the real estate industry for more than 20 years, Mark McLaughlin’s success is founded in collaboration, early adoption of technology applications, open communication and a keen emphasis on fact-based decisions. He has been highly effective in building dynamic organizations and developing successful business partnerships by establishing clear, measurable objectives for his team and clients. McLaughlin personally directs key strategic initiatives with intense passion and draws on various experiences to achieve elite performance. By the time Compass had acquired Pacific Union in 2018, McLaughlin had grown the San Francisco-based brokerage’s sales volume from $2.2 billion in 2009 to more than $14 billion, ranking as the 5th-largest residential real estate brokerage in the US. At mid-year 2020 the business was on pace for $20 billion in sales volume in 2021. McLaughlin has been at the forefront of industry innovations by enabling his real estate professionals to have a voice in which marketing and educational programs allow them to best serve their clients and grow their businesses. These initiatives have shaped his companies’ service offerings and put cutting edge tools in the hands of every team member to better serve their clientele. McLaughlin was named San Francisco Business Times top CEO in 2017, was honored as RISMedia CEO of the year in 2013 and has been consistently recognized by Inman News and the T3 Swanepoel rankings as one of the top 10 most influential industry executives. Under his leadership, Pacific Union International was named Christie’s International Real Estate Affiliate of the Year, in 2013, and Top Real Estate firm in the world by the International Properties Awards in London in 2018. Connect with Mark McLaughlin:  LinkedIn: Mark A McLaughlin | LinkedIn Website: McLaughlin Ventures | Mark McLaughlin (mclaughlin-ventures.com) Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward, Suite 310 Birmingham, MI 48009    

In this episode, Nathan and Breck discuss: Art as an investment and the value it holds from a monetary and aesthetic standpoint The rise of fine art as an alternative asset class The role of an art consultant in the buying and selling process of fine art  The impact Breck’s grandfather had on his life and the community they lived in thanks to his influence as the founder of Xerox How family values and community involvement shape who you are Key Takeaways: There is a hunger for people to understand art as an asset while also appreciating the aesthetic of the works itself Follow your passion and find a way to incorporate it into your work each and every day. Determining the impact you want to make with generational wealth starts and ends with your family dynamic. Finding common ground, a shared vision and how you orient together is key to a successful family experience. Embrace your strengths, have sure footing, and maintain a bit of a practical planning view to see the bigger picture in life. “Art is about context, and the reason why art is in our museums is because it resonates with a moment in time.” —  Breck Kling   About Breck Kling: Breck is an Acquisitions and Collection Management Specialist and Fine Art Consultant that has been with Heather James Fine Art since 2017. He spends his time between Palm Beach Florida and Jackson Hole Wyoming. First introduced to HJFA as a collector, Breck’s collection includes works by Robert Rauschenberg, Chuck Close, Takashi Murakami, Yoshimoto Nara, and Dana Schutz. He was a longtime board member of the Memorial Art Gallery, Rochester, NY, and was an advisor to the first VOLTA art fair in Basel, CH, in 2005. Breck has sat on the board of his family’s foundation (www.wilsonfdn.org) for over 25 years and he is also a co-founder and a trustee of Silicon Couloir, a network for entrepreneurs based in Jackson Hole.  Breck’s passions are art and meeting new people.  He spends the majority of his time meeting new collectors and helping clients navigate collecting decisions . Breck’s perspective as a collector and decades of experience in the artworld offers his clients unique insights at any stage in their collecting process.  Breck has also assisted collectors in selling works by Claude Monet, Jackson Pollock, Pat Steir, Andy Warhol, Willam de Kooning, Louise Bourgeois, Robert Motherwell, Yayoi Kusama, Takashi Murakami, James Rosenquist, Alexander Calder, and Zao Wou-Ki among others.  Breck spends winters in Palm Beach and enjoys time with his two kids, golf and recently discovered pickle ball.    Connect with Breck Kling:  LinkedIn: Breck Kling | LinkedIn Website: Art Consultant | Heather James Fine Art Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau

In this episode, Nathan and Chris discuss: The beauty of the entrepreneurial journey and knowing when to enter and exit an opportunity in the world of business   Emphasizing business development and customer acquisition as key drivers in your organization’s growth and success The power of choice and taking action when things don’t pan out the way you thought they would Resiliency in the face of the toughest challenges life and business can throw your way Key Takeaways: If you have the entrepreneurial itch, particularly at a young age, follow it. Find your niche, discover what makes you invaluable at a company and make it known. Slow down, stop and smell the roses, and spend time with the people you love most; you never know what curveballs life has to offer. “If you’re going to fail, fail fast. Don’t spend millions of dollars to fail, spend hundreds of thousands.” —  Chris Hessler About Chris Hessler: Chris Hessler is a serial entrepreneur, with multiple successful exits, who has launched 12 Advisory Boards throughout his career (mostly because he needed talent/experience he couldn’t afford to hire). Previously, Chris was an Operating Partner at Alpine Investors, and is currently Executive Chairman of Linkwell Health, bringing his extensive network to the platform. Connect with Chris Hessler:  LinkedIn: Chris Hessler | LinkedIn To Be Alive! By Chris Hessler: Amazon.com: To Be Alive!: There, but for the Grace of God, Go I eBook : Hessler, Chris: Kindle Store Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward, Suite 310 Birmingham, MI 48009

In this episode, Nathan and Mykolas discuss: Protecting your personal data and privacy in an ever-increasing digital world The existing cybersecurity landscape and the threats, scams, and modes of protection you need to be on the lookout for Action that is being taken to protect children and adults from the threats of social media at the local, state, and federal level The growing role artificial intelligence today and how it will impact our world from a business and economic standpoint Key Takeaways: One out of seventeen Americans have had their identity stolen and one out of four Americans are harassed, stalked, or otherwise intimidated online at some point in their life. Taking the time to run a diagnostic on your individual and family’s online presence is a best practice to stay safe. Legislation does not move as fast as new technology does. Waiting for laws and regulations to be put in place by the government to protect individuals and families is not as realistic. Solutions will likely lie in the hands of private enterprise and individuals to act against cyber threats. Right now, it is increasingly challenging for people to differentiate what is real and what is fake in the online world. AI will significantly impact that trend in this new era of technology, staying informed and aware of what is real and what has been manufactured by technology and bad actors is key. “Be ethically non-negotiable in business. There are plenty of shortcuts that can be had in business, whether it’s in hiring, whether it’s firing, restructurings, dealing with clients; all of those things exist and I have never found it advantageous to even think about the shortcuts because the right way is almost always the best way to build a business.” —  Mykolas Rambus About Mykolas Rambus: Mykolas Rambus is a data and technology leader from Detroit, with a passion for great teams, new ventures, and doing the improbable. Mykolas is Co-founder and CEO of Hush, a new service dedicated to helping families take back control of their financial, physical, and reputation security. Previously, Mykolas was General Manager of Equifax’s marketing services division, a business unit engaged with thousands of clients ranging from Fortune 25 to SMB’s, providing IXI data exchange, digital, and highly regulated credit marketing data and insights. He is a frequent commentator on data and technology, has presented at numerous conferences, and been interviewed by CNBC, CNN, BBC, Bloomberg, Financial Times, Thomson Reuters, the New York Times and more. Mykolas studied at the Massachusetts Institute of Technology, where he concentrated his undergraduate studies on Operations Research, Information Technology, and Urban Studies and Planning. Connect with Mykolas Rambus:  Website: https://www.mykolas.com/ Hush: Hush – Premium Privacy Platform (gohush.com) LinkedIn: https://www.linkedin.com/in/mykolasrambus/ Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward, Suite 310 Birmingham, MI 48009

In this episode, Nathan and Desirée discuss: How mentorship at an early age can unlock young people’s potential Leveraging the education you get in all areas of life, not just within the classroom The benefits of having a purpose-driven company and social enterprise, going beyond business How to attract and retain young talent within your organization through a defined purpose-driven approach The intention behind money - how does it become the support system of your values and impact on the world    Key Takeaways: One’s childhood is pivotal, it has the potential to determine how a person’s growth journey will unfold. It is a time when people may meet a teacher, a coach, or a mentor that ignites that spark for them to go on to do great things.  McKinsey's research says that 70% of people say that they define their purpose through their work. People are now associating their personal brand with their place of work and the career they have.  Having a purpose-driven company that’s focused on initiatives such as corporate social responsibility and sustainable practices will not only attract and retain talented recruits, they will also attract investors.  The purpose of money isn’t just to make more. The money that we earn allows us to leave the world a better place. Money enables us to leave a legacy that helps the world and gives back to others.    "It's really important to understand that these days in order to attract and retain young talent, you have to have some type of purpose behind what you do. " —  Desirée Bombenon About Desirée Bombenon: Desirée Bombenon is the CEO and Chief Disruption officer of SureCall Contact Centers Ltd. She has over 30 years of business operational experience and strategic leadership. Awarded RBC’s Women’s Entrepreneur for 2020, Ernst & Young 2019 Entrepreneur of the year for the Prairies in Communication Technology, she is a bold innovator, futurist, and purpose-driven leader. Her portfolio includes business strategy, social enterprise, and culture building. Desirée was named WXN Canada’s Top 100 Most Powerful Women for 2020, 2017, & 2016. She is an active member of a number of organizations including YPO and International Women’s Forum and has chaired several industry boards and focus groups.    Connect with Desirée Bombenon:  Twitter: https://twitter.com/DesireeBombenon  Website: https://www.surecallcc.com/  LinkedIn: https://www.linkedin.com/in/desireebombenon/?originalSubdomain=ca    Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward, Suite 310 Birmingham, MI 48009     Show notes by Podcastologist: Justine Talla   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Nathan and Ian discuss:   Discovering essential qualities of effective leadership in any economic climate. Identifying your boundaries and learning the importance of seeking expert insight. Grasping the crucial role of trust-building and valuing connections in your professional life. Cultivating a team-competitive mindset and learning from past errors. Comprehending the importance of seeking balance and incorporating diverse perspectives.   Key Takeaways: Master the art of cultivating trust with clients and fellow team members. Delve into the search for harmony in business, sensory input, and personal well-being. Embrace the power of team competition as a springboard for collective achievement. Find ways to remain grounded and steadfast in the face of societal division. Learn why consistent leadership is pivotal in tackling unpredictable challenges. “You want to be the person that the most talented people in the business, not just in your company, want to work for.”  - Ian Muir About Ian Muir Ian Muir is a seasoned financial professional who has spent more than three decades navigating the complex world of global finance. Ian's diverse background, including his Scottish and English heritage and his degree in English literature, has helped shape his approach to leadership and problem-solving. Currently serving as Senior Vice President and Managing Director of Advisor Services, Trading, and Operations at Charles Schwab, Ian has previously held multiple roles at Bank of America Merrill Lynch. His wealth of experience and unique viewpoints make him an engaging and insightful guest as he shares his thoughts on the importance of embracing balance and diverse perspectives.  Connect with Ian Muir: Website: https://advisorservices.schwab.com/content/ian-muir LinkedIn: https://www.linkedin.com/in/ian-muir-8152705/ Twitter: https://twitter.com/Schwab4RIAs Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward, Suite 310 Bloomfield Hills, MI 48304   Show notes by Podcastologist: Chelsea Taylor-Sturkie   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Nathan and Cyrus discuss: The importance of mobility in our lives  The possibility of flying cars in the near future  Hurdles to advancement in the mobility space Making your entrepreneurial journey an adventure   Key Takeaways: Not many are aware of how pivotal mobility is in our lives today. Improving systems of delivery could literally save lives. An example of this is using mobility for blood delivery to remote locations. Flying cars have always been conceptualized as the mobility of the future and right now, close to 600 companies are developing their own version. It will not be too far into the future until we have many working models.  The biggest hurdle to drone delivery and functional flying cars in the modern age isn’t the lack of technological advancement, but the lack of certification and permission from aerial authorities. Airspace is dangerous, so safety should be the number one priority for companies developing their technologies.  Life is all about going on meaningful adventures with the people you enjoy spending time with. Going on adventures can mean taking risks and pursuing a path less traveled. Incorporate this mindset in your business to have a fulfilling journey towards success.    "Go on meaningful adventures… and do it with people you enjoy spending time with." —  Cyrus Sigari   About Cyrus Sigari: Sigari is Co-founder and Managing Partner of UP.Partners, a venture capital firm supporting companies that are creating technologies that help move people and goods cleaner, faster, safer and at lower cost - on the ground, air, sea, and space.    Connect with Cyrus Sigari:  Website: https://up.partners/  LinkedIn: https://www.linkedin.com/in/cyrus-sigari-0218401/    Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward, Suite 310 Birmingham, MI 48009     Show notes by Podcastologist: Justine Talla   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Nathan and Karen discuss: How the marketing landscape has become complex Why empathy is critical as a leader Finding a mentor and looking for personal growth opportunities The importance of dreaming big Key Takeaways: Marketing has evolved and companies have complex problems that need specialized solutions. Find an expert that can help you solve your specific marketing problem and take action.  Lead by example. Don’t ask anyone to do anything you wouldn’t do. Lean on your empathic ability. Make an effort to really understand the other person and walk in their shoes.  As a leader, you must find the balance between driving performance and displaying empathy in your team. Be consistent and communicate consequences, both negative and positive.  Find a mentor and look for opportunities to advance your career and mission.    "Dream big - and then when you thought you've dreamed as big as possible, dream bigger." —  Karen Hayward   About Karen Hayward: Karen Hayward is an author, international speaker, and a Managing Partner and CMO with Chief Outsiders, where she is responsible for building and supporting a team of world-class marketers. Located in the San Francisco Bay Area, Karen matches mid-market CEOs and Private Equity Portfolio managers with the best-fit Chief Marketing Officers to help accelerate top line growth.  Her book “Stop Random Acts of Marketing” takes the learnings from her previous experience as a VP in both Sales and Marketing and shows mid-market CEOs how to build a strategic growth plan in the digital age to deliver compelling ROI.   Check out Karen’s Book: https://www.amazon.com/Stop-Random-Acts-Marketing-Deliberate/dp/1544502532    Connect with Karen Hayward:  Twitter: https://twitter.com/HaywardKG  Website: https://www.chiefoutsiders.com/  LinkedIn: https://www.linkedin.com/in/karenhaywardcmo/    Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009       Show notes by Podcastologist: Justine Talla   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.    

In this episode, Nathan and  Bob Krause discuss: Pushing through adversity  Being the best you can be  Focusing on being present and living in the moment  How to stop fear from paralyzing you    Key Takeaways: When you commit to focus on your goals, whatever they may be, you’ll encounter adversity. You need to find the voice inside you that pushes you forward. Listen to that voice and let it motivate you to keep going.  Success isn’t about doing great things but being the best you can be each day.  Even if circumstances require you to look to the future and navigate a lot of change, don’t forget to focus on the moment. Be present when being with others.  Fear keeps you from experiencing many things that will make you happier and your life more meaningful. Don’t be afraid to reinvent yourself even if you’re in a later life stage. Don’t be intimidated by other people.    "Don’t take anyone for granted. You never know who knows who, you never know who can help you or who you can help… treat everyone the same. " —  Bob Krause   About Bob Krause: Bob spent 9 years as a professional golfer and is training to return to the professional golf circuit. Bob is a golf instructor, equipment inventor and provides weekly tips on ABC WXYZ Channel 7 in his Teeing it Up with Bob Krause segment. In addition to his golf pursuits, Bob represents Trion Solutions, Detroit Manufacturing Systems and PARC Home Care. His passion for life, family and pursuing dreams serves as an inspiration to all who know him.    Connect with Bob Krause:  Facebook: https://www.facebook.com/BobKrauseGolf    Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009     Show notes by Podcastologist: Justine Talla   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.    

In this episode, Nathan and Stephen discuss: Investing time into your passion  Stepping out of your comfort zone  Being unafraid of failure  Listening to fear    Key Takeaways: Consider activities that you are passionate about or put you in a flow state. Spending more of your time doing these things will propel you to a more satisfying or meaningful life.  The best way to grow in any area is to step out of your comfort zone and move forward despite hardships or hindrances.  Don’t be paralyzed by the fear of failure. Give yourself the space to fail and to learn and grow from it. Keep trying until you get it right.  Fear could be your friend. Listening to your fear’s advice has the potential to benefit you but you have to be able to tell if your fear is helping you or holding you back from living your best life.    "Following my heart, following my bliss. What am I moved to do? Saying yes to opportunities. Saying yes to the instinct. There were times that it got me in trouble but I survived it and I was able to learn and grow from it. Not being paralyzed by failure, not letting failure or the fear of not succeeding stop me. That really allowed me to do unprecedented things and step into the role of being a pioneer." —  Stephen Koch      About Stephen Koch: Stephen Koch’s career as a pioneering snowboard mountaineer, professional athlete and mountain guide led to over 50 first ascents and descents on the world’s highest and most challenging mountains where he made calculated decisions with a high level of uncertainty in the face of extreme danger. He generally chose well, but occasionally not. It is in the “not” where the gold lies.   As a thought leader and keynote speaker, Koch analyzes the world of high-stakes decision-making and failure, sharing the gold that has resulted from tragedy as he connects with audiences. He inspires organizations and teams through customized presentations with stories and lessons learned from two decades of climbing and snowboarding unprecedented new routes from around the world.     Connect with Stephen Koch:  Website: https://stephenkoch.com/  Email:  stephen@stephenkoch.com  Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009       Show notes by Podcastologist: Justine Talla   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Nathan and Alison discuss: The importance of constructive communication within families Why inheritors need to understand family decisions The differences between a single-family and multi-family office The challenges and opportunities within family wealth succession    Key Takeaways: It is critical for inheritors to understand why decisions were made in order for them to become responsible stewards of wealth.  If you’re looking for a CEO successor within a business, generally, there is a job description and a track record that you’re considering for any candidate that comes in the door. It should be the same for family members.  Don’t assume communication has occurred, have a plan, ask for feedback, and set expectations that open dialogue is an ongoing process. How Succession Advisors created an educational platform of wealth succession resources to meet needs of individuals and families.   "Creating a roadmap in a succession plan is critical. " —  Alison Marckstadt   About Alison Marckstadt: Alison Marckstadt is co-founder of Succession Advisors and has over 15 years of experience in private equity and family office, supporting successful entrepreneurs and investors alike. Most recently, she was a Vice President and Client Relations expert at Caprock, a multi-family office, SEC-registered investment advisory firm focused on developing and advising on customized wealth strategies for individuals and families. Previously, Alison worked for Tom Barrack the Founder/Chairman/CEO of Colony Capital, Inc, where she provided day to day oversight and management of the various aspects of his public and private businesses, in addition to being a Lead for his Family Office team. Prior to Colony Capital, Alison was at Leonard Green & Partners, a leading Private Equity firm based in Los Angeles who primarily focuses on companies providing services, including consumer, business, and healthcare services, as well as retail, distribution, and industrials; and formerly as the Chief of Staff for Marty Geller of Geller & Company a firm that provides custom strategic financial advisory and wealth management solutions for businesses, individuals, families and not-for-profit organizations, located in New York City. Alison graduated from Vassar College with a B.A. in Philosophy and Chemistry and obtained her Series 65 license, known as the Uniform Investment Adviser Law Examination, in 2019.   Connect with Alison Marckstadt:  Website: https://successionadvisors.com/ Email: amarckstadt@successionadvisors.com   Linked In: https://www.linkedin.com/in/alison-marckstadt-a07b0091/   Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009   Show notes by Podcastologist: Justine Talla   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.    

In this episode, Nathan and Michael discuss: Understanding that wealth planning is a journey How families can practice wealth stewardship The impact of wealth on family dynamics  The importance of strategic milestones   Key Takeaways: Families who have done little planning cannot expect to “fix” it in one meeting. It starts with understanding that planning is a journey that spans across lifetimes and it’s a journey with very predictable events.  Matriarchs and patriarchs cast large shadows and those shadows create spoken and unspoken expectations. The most responsible way to handle money is to make it a family experience, to train the next generation how to be stewards of their resources.  In any family, you can map out and predict milestones that can be successfully navigated so the family is preserved - not just the wealth, but the love and relationships.  Money has to have a purpose that goes beyond just making more money. The movement of your money impacts the world and you can choose to make it impact the world positively.   "The wealth stewardship concept says that if you can, make wealth a family experience, and train the next generation to be great wealth stewards and understand that they don’t have to start from zero. Train them to be good wealth stewards so that they can grow it, incrementally build it, and pass it along to the next generation." —  Michael Cole      About Michael Cole: He is a true industry leader. He manages R360 which is an invitation-only membership organization. He is a former CEO of several wealth management and family offices and has over 30 years of experience in the industry.    Connect with Michael Cole:  Website: https://www.r360global.com/  LinkedIn: https://www.linkedin.com/in/michaelacole1/    Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009       Show notes by Podcastologist: Justine Talla   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.    

In this episode, Nathan and Lisa discuss: The importance of mentorship  Practicing reverse mentoring  What a good culture looks like  The burden of perfectionism   Key Takeaways: Mentorship doesn’t focus on the “how” but on the “why” of the job. Whether you are the mentor or the mentee, you have to come into the meeting with an agenda or else you’ll both be wasting each other’s time.  Reverse mentoring is a good way to engage younger and less experienced people so that they could share their opinions and feelings about working in the organization safely.  Create a culture where people are all connected and all enjoying spending time with each other and working together.  Free yourself from the burden of perfectionism. Be humble and honest about your mistakes, be gracious to yourself, and learn from it.    "Mentorship is different. It's not about learning the technical elements of your job, that's the organization’s responsibility, mentorship is the individual’s responsibility." —  Lisa Crafford    About Lisa Crafford: In her career she has had the opportunity to work for small family owned businesses, large retail franchises, non-profits, and Fortune 500 companies spanning Australia and the United States. She has lived in three continents, and traveled to over 30 countries.  Her experience includes business and practice management, consulting, business development, marketing and branding, operations, sales, human capital strategy, recruiting, retail management, and customer service.  In 2012 she founded Cogent, a practice management study group that existed to help financial advisors improve their business operations.  She is a graduate of The College of William and Mary's Executive MBA Program, and was elected Class President for the Class of 2014. In her role as a consultant with BNY Mellon’s Pershing, she has the great privilege to work with leading RIA firms around the world on building enduring advisory firms. She also loves to contribute to the wider industry and share her experience with students and those looking to join her wonderful industry.     Connect with Lisa Crafford:  Website: https://www.pershing.com/  LinkedIn:  https://www.linkedin.com/in/lisacrafford/    Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009       Show notes by Podcastologist: Justine Talla   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.        

In this episode, Nathan and Ed Morton discuss: The fulfillment of giving back Learning from your mistakes Importance of building trust in any organization Leadership is influence   Key Takeaways: In every step of the way, consider those that have yet to reach where you are and help them along. We have a responsibility to give to others the opportunity that we have been given.  Don’t waste your mistakes. There’s a valuable lesson to be learned in each one. Experience is one of the best teachers.  In any organization, it’s important that there is cohesiveness, trust, accountability, and equality. See that each member is as important as the other and that everyone is doing their job, including the leader.  Leadership is influence, it isn’t about telling people how to do their job, it’s about reminding them why and giving them the resources to accomplish their individual mission.    "None of us will accomplish our mission unless all of us believe in what we’re doing." —  Ed Morton   About Ed Morton: He is an accomplished executive and leader, from serving in the military to working as CEO for NCH Healthcare system, to being a portfolio manager to serving on a number of boards. Ed resides in Naples, Florida and is actively involved in the community.   Connect with Ed Morton:  LinkedIn: https://www.linkedin.com/in/edward-morton-3a1a2612/   Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009       Show notes by Podcastologist: Justine Talla   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.    

In this episode, Nathan and Marcus discuss: The importance of media presence Winning at what you want Building your dream, career, or business Importance of accountability in keeping your word   Key Takeaways: Video is becoming more and more important. Think about how your authentic identity can appear in public and social media. Win at something that energizes you. Struggle will happen, so it’s better to struggle and move in a direction you want to go towards. When building your dream, build it brick by brick, focus on the day to day. Be a person of your word and always give value to people. Surround yourself with people that can get things done. When you fall short of keeping your word, own it, communicate with the person that trusted you. Be there to take responsibility for what happened and be honest.   "Keeping your word is probably just as important, you need people to trust you, trust your word and it means something to a lot of people. Those who have the ability to influence what you’re doing need to know that they can trust you." —  Marcus Lewis   About Marcus Lewis: He is the President of Full View Productions, a full-service video production company in Detroit, Michigan. They work with their clients to develop top-notch ideas, direct film productions, and orchestrate post-production — ultimately, setting their clients apart from the competition.   Connect with Marcus Lewis: Website: https://fullviewpro.com/  Facebook: https://www.facebook.com/FVPUSA/  Instagram: https://www.instagram.com/fullviewproductions/  LinkedIn: https://www.linkedin.com/in/marcuslewisfvp/    Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009   Show notes by Podcastologist: Justine Talla   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Nathan and Vinay discuss: Being ready when opportunity unfolds The trap of setting conditions for your happiness Minimizing regrets in life Avoiding the burden of expectation   Key Takeaways: Some people say that life is all about drive, setting goals, and attaining success but in life, opportunity can lead to doing something you didn’t plan for but end up enjoying anyway. Don’t fall into the trap of “I won’t be happy unless I get ____”. Putting conditions for your own happiness will only set you up for disappointment, discontentment, and unhappiness. Minimize your regrets in life. Don’t be stuck trying to live a life that others want you to live.  Don’t let yourself be burdened by expectations, either from others or yourself. Carve your own path and live your own life the way you want to.   "It’s healthy to have a goal, but it’s just a guide - it’s not an end-all-be-all… if you try something new and it doesn’t work but you learn something in the process, that in itself is fulfilling. " — Vinay Tolia   About Vinay Tolia: Experienced Chief Executive Officer with a demonstrated history of working in the cannabis and investment industries. Skilled in Venture Capital, Options, Investment Banking, and Asset Management. Strong business development professional with a BA and BSE from The University of Michigan.   Connect with Vinay Tolia: LinkedIn: https://www.linkedin.com/in/vinay-tolia-5163622/   Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009     Show notes by Podcastologist: Justine Talla   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.    

Doug Speight: Leaving a Legacy In this episode, Nathan and Doug discuss: How entrepreneurship takes curiosity Leaving a legacy Approaching each day with humility Taking care of our ecosystem   Key Takeaways: Entrepreneurship takes a certain degree of curiosity - a love for learning new things and making new solutions for unaddressed problems. At some point, everyone’s has to think about what legacy they’ll leave behind. How will you like to leave this earth better than you found it? Approach each day with humility. You don’t know everything, so keep your mind open to the new ideas of experts and innovators in your field. Your company does not exists in a void, there’s a whole ecosystem that it relies on it. It’s not somebody else’s responsibility to take care of this ecosystem, but the responsibility of every member in it, including you. "A brilliant statement that stuck with me for my entire career: go where they, the competition, aren’t." — Doug Speight   About Doug Speight: He is a tech startup founder, Innovation Commercialization Director for universities, NASA and DOE research labs, and Entrepreneur-In-Residence at Co.Lab and CODE2040/Google. He is also an Angel Fund Director, a Co-inventor in additive manufacturing, a startup addict and last but not the least, a playful dad.   Connect with Doug Speight: Twitter: https://twitter.com/DougSpeight Website: https://annextechpartners.com LinkedIn: https://www.linkedin.com/in/doug-speight-91b1932/   Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com   Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009   Show notes by Podcastologist: Justine Talla   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.   

In this episode, Nathan and Tom Graney discuss:   Aligning life plans and investment plans Importance of focusing on client needs Why listening is so important Learning from your clients     Key Takeaways:   The most important thing we could do is to help people identify their life goals and objectives and match those goals with their investment plans. Always consider the client’s comfort level with various strategies. For example, you can explore ways to plan for a family’s financial needs while at the same time meeting philanthropic goals. Listen and ask questions, avoid assuming or dictating without understanding their entire situation or learning about their investing philosophy. Look forward to learning from your clients. Approach each meeting with curiosity and humility, while also giving them sound ideas and providing tools that will help them succeed.     "The biggest mistake that’s made in our industry is that we tell… we don’t listen enough." — Tom Graney   About Tom Graney: He is a Senior Wealth Advisor at Planning Alternatives with a mission to serve clients' best interests. He works with high net worth individuals, families and executives to develop successful wealth plans that meet their current and future goals and aspirations. His direct experience managing both client relationships and teams of financial consultants has given him a broad set of skills in the financial services industry . He has served on multiple non-profit boards and has learned that to be part of a community it is important to be involved and give back.   Connect with Tom Graney:  LinkedIn:  https://www.linkedin.com/in/tom-graney-cfp®-7b891323/ Phone: 239 450 5903 Email: thomas.g@planningalt.com Address: 649 Fifth Avenue South, Suite 221, Naples, FL 34102   Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com   Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009   Show notes by Podcastologist: Justine Talla   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.    

In this episode, Nathan and Jack Uldrich discuss: How to be a futurist? The challenge of unlearning Trends to keep an eye on Importance of being aware of risks   Key Takeaways: Anyone can be a futurist, different people can take different paths into becoming one as long as you are curious about the future, are concerned about the world making it to the best possible outcomes, and are committed enough to your ideas that you’re willing to take action.  People can understand what is coming next, what they have a really hard time doing is letting go of what they have always known. Unlearning takes humility, curiosity and a willingness to not only ask questions but to get better at asking better questions.  Here are some trends to keep an eye on: cryptocurrency, artificial intelligence, quantum computing, satellite technology, the internet of things, and 3D printing robotics. And one of the most fascinating thing about all this is that it’s not going to be just one technology that transforms the world, it’s going to be a convergence of multiple technologies.  We need to be more accountable and more responsible about the creation of technology. People need to ask more questions about possible negative implications of technology. It is only through this process of looking also at the dark-side of technologies can we ensure that we can create the best future possible.    "So many people are unafraid of uncertainty that fear locks them in and that keeps them from embracing the immense possibility of the future. " —  Jack Uldrich   About Jack Uldrich: He is a well-recognized global futurist, speaker, and author of eleven books, including award-winning best sellers. He is a frequent speaker on technology, change management and leadership and has addressed hundreds of corporations, associations and not-for-profit organizations on five continents. He regularly makes television appearances on the Science Channel’s “FutureScape” program and the Discovery Channel show “Inside Out,” and is a frequent guest on major media outlets, including CNN, CNBC and National Public Radio. Jack is also an ongoing contributor on emerging technologies and future trends for a number of publications, including The Wall Street Journal, Forbes, Wired Magazine and BusinessWeek. Jack is a former naval intelligence officer and Defense Department official. He served as the director of the Minnesota Office of Strategic and Long-Range Planning under Minnesota Governor Jesse Ventura. His most recent book is Foresight 20/20: A Futurist Explores the Trends Transforming Tomorrow and his forthcoming book is Business as Unusual: How to Future-Proof Yourself Against Tomorrow’s Transformational Trends, Today.   Connect with Jack Uldrich:  Twitter: https://twitter.com/jumpthecurve  Facebook: https://www.facebook.com/Jumpthecurve.net  Website: https://jackuldrich.com  LinkedIn: https://www.linkedin.com/in/jackuldrich  YouTube: https://www.youtube.com/user/ChiefUnlearner    Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009       Show notes by Podcastologist: Justine Talla   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.