『Visionary Advisor』のカバーアート

Visionary Advisor

Visionary Advisor

著者： Totalfamily.io | Wealth Advisor Legacy Planning
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Welcome to Visionary Advisor, the podcast for forward-thinking wealth advisors who believe the future of wealth management is bigger than portfolios.


Each episode brings together influential voices across family wealth, planning, psychology, legacy, and client experience to explore what HNW and UHNW advisors should be paying attention to now.


We’ll talk about how great advisors grow organically, build deeper relationships across generations, and help families turn wealth into something more durable: clarity, connection, and legacy.


Because the firms that win the next decade will be the ones that serve the whole family, earn trust with the rising generation, and make legacy feel practical.


Keep doing legacy better, more at totalfamily.io

© 2026 Visionary Advisor マネジメント マネジメント・リーダーシップ 個人ファイナンス 個人的成功 経済学 自己啓発
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  • Who Should Start the Family Wealth Conversation? With Emily Haper & Jessica Gibbs, Monumental Wealth

    Who Should Start the Family Wealth Conversation? With Emily Haper & Jessica Gibbs, Monumental Wealth
    2026/08/31
    Who goes first when it’s time for “the conversation”? Inheritance, legacy, and values transfer are on everyone’s minds, but families keep waiting for the perfect moment, and it rarely comes.In this episode of Visionary Advisor, Alex Kirby (founder of Total Family) chats with Emily Harper and Jessica Gibbs of Monument Wealth. Together, they tackle the universal anxiety around initiating wealth conversations, the myth of the “right time", and what really holds families (and advisors) back.The podcast explores why these conversations are so emotionally loaded, what parents and rising gen actually want from each other, and how advisors can move beyond legal documents to foster trust and clarity. They dig into sibling dynamics, the realities of wealth and "spoiling", and the practical ways to lead with curiosity instead of statements. Emily and Jessica share their perspectives from the front lines, including why doing nothing is usually the worst plan and why the advisor’s role is so much bigger than portfolio management.If you advise families facing a generational transition or are one yourself, this episode will change how you think about timing, trust, and what really builds legacy.What You’ll Hear in This Episode00:00 Why families hesitate to start money conversations, and the stakes of waiting too long02:28 How visibility of wealth shapes unspoken questions and assumptions in rising gen04:41 The difference between transferring dollars and transferring values06:03 The internal roadblocks parents face: loss of control, mortality, and fear of spoiling08:16 Why intentions and expectations matter more than legal documents for heirs14:44 How money talk overlaps with other “taboo” family topics — and what makes it uniquely hard17:49 Why “doing nothing” rarely helps, and how storytelling can lower the stakes22:31 Practical strategies for advisors when clients resist: making the case, starting small23:41 Navigating sibling dynamics and maintaining family continuity across branches30:50 Why advisor-facilitated continuity matters for multi-generational legacy34:58 Tips for advisors: Start small, leverage values, and use existing tools to deepen family conversations39:02 How families can lead with strengths—not just fix deficiencies—when starting communication journeysNotable Quotes“Because this is such an emotional conversation and people put so much weight behind it, they delay having conversations because they want the perfect moment... Those moments might not present themselves.” Emily Harper“So even if it’s not perfect, you should absolutely be having conversations. They don’t have to be a big major conversation. It can be as simple as you’re all on a beach trip together and you ask mom and dad, hey, I remember X, Y, and Z about growing up when you were running your business.” Emily Harper“There’s a lot of really important things that need to be talked about along the way that people just don’t know how to have that conversation sometimes. They don’t know how to start.” Emily Harper“A family is not just just your nuclear family that you started with. There’s a lot of people who start to come on board along the way who have different communication styles, different experiences with money.” Emily Harper“I think the rising generation is really craving to understand what are your expectations and your intentions when it comes to your estate plan, because... those are the intangible things that are really hard to glean from a legal document.” Jessica Gibbs“If you are not having these conversations with your kids, they don’t know where they’re going. They’re guessing, they’re coming up with things on the fly based on their own experience or what they’ve seen... and that’s not necessarily a perfect alignment with what you would want.” Jessica Gibbs“You can’t read someone else’s mind, you know, right? That’s one of the basics of, you know, couples therapy, right? That you can’t guess what someone else is thinking.” Jessica Gibbs“Bringing in your siblings to the conversation is going to be a challenge, but it’s such an important one to do while everyone is healthy.” Jessica GibbsResourcesTotal Family (https://www.totalfamily.io/)Monument Wealth (https://monumentwealthmanagement.com/)Between Sips Podcast (by Emily Harper & Jessica Gibbs) (https://monumentwealthmanagement.com/resources/podcasts/)Stay Connected with Visionary AdvisorWe believe wealth is well-being. Subscribe to the Visionary Advisor Newsletter for practical tools and ideas to serve families across generations.Explore more at totalfamily.io | Follow us on LinkedIn | Watch episode clips on YouTubeSend us feedbackStay Connected with Visionary Advisor We believe wealth is well-being. Subscribe to the Visionary Advisor Newsletter for practical tools and ideas to serve families across generations. Explore more at totalfamily.io | Follow us on LinkedIn | Watch ...
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    41 分
  • Beyond the Portfolio: The Importance of Family Storytelling in Legacy Planning with Robyn Fivush

    Beyond the Portfolio: The Importance of Family Storytelling in Legacy Planning with Robyn Fivush
    2026/08/10
    You can hire the best investment manager in the world, but if a family’s stories are lost or never spoken aloud, resilience and wealth may not last. Most advisors overlook the power of storytelling, even though research shows it shapes legacy and fosters well-being across generations.On this episode of Visionary Advisor, Alex Kirby (founder of Total Family) features Dr Robyn Fivush, psychologist at Emory University and co-creator of the influential Do You Know Scale. Dr Fivush’s decades of research reveal that family stories, shared at the dinner table or on the way to hockey, are a stronger predictor of a child’s resilience than income or education.Alex and Dr Fivush explore what actually happens around family dinner tables, untangling myths about “storytelling families", the real power of intergenerational narratives, and why it’s rarely about a perfectly curated book or completing a questionnaire. Instead, it’s about how stories are shared, who tells them, and when the messy and the meaningful surface. The conversation also dives into oscillating family narratives (not just rags-to-riches), the evolving role of vulnerability, and what today’s advisors must know to support families beyond balance sheets.Advisors will leave this episode with a new lens for legacy—and practical steps to help families connect, cope, and thrive.What You’ll Learn in This Episode00:00 Why sharing both failures and successes is essential for multi-generational resilience00:39 The origins of the Do You Know Scale and what family dinner conversations predict about well-being05:28 How intergenerational stories shape a child's ability to cope—with data from major life events like 9/11 and Covid-1912:13 Why timing and authenticity matter more than “perfect” storytelling (and how to match stories to developmental stages)21:46 How family stories are actually transmitted—not in epic retellings, but in everyday, unscripted exchanges28:42 The three core types of family narratives—ascending, descending, oscillating—and why oscillating stories build the most resilience40:10 Why women often play the role of family historian, and what this means for continuity, connection, and advisor relationships42:49 Practical advice for advisors: how to help families share meaningful stories, foster vulnerability, and deepen legacyNotable Quotes from Robyn Fivush"Being vulnerable and talking about your failures as well as your successes is going to be really critical for the next generations to understand what goes into maintaining wealth.""Intergenerational narratives provide models—I get it, I know where you are, I've been in a situation like that.""It's not knowing facts. The more of these stories you know, the more you come from a family that tells stories on a regular basis.""The oscillating story is a story of resilience. We face challenges, but we overcame... There’s always challenges, there’s always resources to help you build the resilience to overcome.""Stories are not always told in their entirety at a sitting. They come up in bits and pieces, as it makes conversational sense."ResourcesDo You Know Scale and Research by Dr. Robyn Fivush and Marshall Duke (https://www.psychologytoday.com/us/blog/the-stories-of-our-lives/201611/the-do-you-know-20-questions-about-family-stories)Psychology Today - Dr Robyn Fivush’s blog (https://www.psychologytoday.com/us/contributors/robyn-fivush-phd)Storyworthy by Matthew Dicks (https://www.storyworthybook.com/)Total Family (https://totalfamily.io/) Stay Connected with Visionary AdvisorWe believe wealth is well-being. Subscribe to the Visionary Advisor Newsletter for practical tools and ideas to serve families across generations.Explore more at totalfamily.io | Follow us on LinkedIn | Watch episode clips on YouTubeSend us feedbackStay Connected with Visionary Advisor We believe wealth is well-being. Subscribe to the Visionary Advisor Newsletter for practical tools and ideas to serve families across generations. Explore more at totalfamily.io | Follow us on LinkedIn | Watch episode clips on YouTube
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    48 分
  • Building Connection Capital: How Jeffersonian Dinners Help Families Go Beyond Financial Wealth with Tim Brown

    Building Connection Capital: How Jeffersonian Dinners Help Families Go Beyond Financial Wealth with Tim Brown
    2026/07/20
    Most advisors gather clients for dinners and updates. But when it comes to building genuine connection – and trust that endures beyond markets or products – most conversations play it too safe.On this episode of Visionary Advisor, Alex Kirby (founder of Total Family) sits down with Tim Brown, co-founder of Somos22, to unpack the 225-year-old Jeffersonian dinner format and why its architecture for trust-building is more relevant than ever for advisors hoping to matter across generations. Tim shares lessons from hosting over a hundred such gatherings for family offices, revealing how thoughtful curation, powerful questions, and a commitment to true connection can quietly determine financial and relational outcomes among wealthy families.The conversation invites wealth advisors to reimagine the purpose of client gatherings, moving beyond transactional events to experiences where trust can compound. They explore the mechanics of running an unforgettable dinner: how to structure conversation, manage vulnerability, handle silence, and frame questions that move people past pleasantries and into meaning. Tim and Alex also discuss tension points — including what happens when conversations get “too real", why family dynamics require careful navigation, and how the right question can spark reflection that lasts long after dessert.Expect practical insights for creating spaces where families (and their advisors) show up as people first — and where “connection capital" is measured by who returns your call when it matters.What You’ll Learn in This Episode04:27 The concept of “connection capital” and why high-trust relationships drive family outcomes08:33 Essential elements and rules of a Jeffersonian dinner for advisors — from structure to group norms11:01 Icebreaker questions that foster vulnerability and depth14:26 How to match questions and topics to the makeup of your room (professionals vs. principals, spouses, multi-gen)17:00 Practical logistics: food, venue, timing, seating, and creating the right ambiance19:23 Navigating moments of silence or vulnerability as a moderator23:29 Ideal group sizes — and why too few or too many can backfire32:03 The topics that matter most to ultra-wealthy families (hint: it’s not portfolios or investments)33:09 Special considerations for dinners involving spouses or multiple generationsNotable Quotes from Tim Brown“The way we define connection capital is the measurable value of high trust relationships. Who trusts your judgment, who will return your call, who shows up when something actually matters.”“Silence is welcome. There’s no pressure to perform here... We do not learn from experience. We learn from reflecting on experience.”“You can overwhelm people with too many questions and not give them enough time to kind of catch their breath.”“If you’re not getting nervous, then you’re not doing it right, I guess. These dinners matter so much to me — you matter so much to me.”“The output of a Jeffersonian dinner is that people leave trusting each other a lot more, because you’re able to bring in the human element of their lives.”ResourcesSomos 22 (https://somos22network.com/)Total Family (https://totalfamily.io/) YPO Investing Network (https://www.ypo.org)Tiger 21 (https://tiger21.com)Swexan Hotel, Dallas (https://hotelswexan.com)Stay Connected with Visionary AdvisorWe believe wealth is well-being. Subscribe to the Visionary Advisor Newsletter for practical tools and ideas to serve families across generations.Explore more at totalfamily.io | Follow us on LinkedIn | Watch episode clips on YouTubeSend us feedbackStay Connected with Visionary Advisor We believe wealth is well-being. Subscribe to the Visionary Advisor Newsletter for practical tools and ideas to serve families across generations. Explore more at totalfamily.io | Follow us on LinkedIn | Watch episode clips on YouTube
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    37 分
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