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Visionary Advisor

Visionary Advisor

著者： Totalfamily.io | Doing Legacy Better
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10月19日まで。※適用条件あり

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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  • Practical Storytelling for Families: Preserving Legacy One Day at a Time with Matthew Dicks, Author of Storyworthy

    Practical Storytelling for Families: Preserving Legacy One Day at a Time with Matthew Dicks, Author of Storyworthy
    2026/10/12
    Family stories can disappear across generations. Advisors can help clients capture the everyday moments that carry their values, memories, and legacy forward.In this episode of Visionary Advisor, Alex Kirby (founder of Total Family) is joined by Matthew Dicks, bestselling author of Storyworthy, storytelling consultant and retired elementary school teacher. Together, they unpack the art and urgency of helping families remember and retell the experiences that shape legacy, well-being, and connection.The conversation dives into why stories get lost across generations, the pitfalls of relying on photos and data, and how everyday moments, when captured and shared, become the core of multi-generational legacy. Matthew shares practical frameworks for advisors and families, from his “Homework for Life” system to strategies for overcoming the myth that only “exceptional” stories are worth telling. The episode highlights why vulnerability, names, and candid reflection beat polished perfection and how advisors can become catalysts for stories that will outlast the next liquidity event.This is an essential listen for advisors wanting to move beyond technical planning and help clients build a living family narrative that endures.What You’ll Learn in This Episode00:00 How most families lose the thread of their own stories — and what really gets remembered05:27 Why raw data and numbers don’t stick (and how to turn them into stories clients care about)08:03 The “Homework for Life” exercise and why recording even the smallest moments matters for legacy13:26 Why curating memories (not just accumulating photos) changes what’s passed down across generations16:19 How using names and focusing on place and action makes stories far more vivid and memorable23:32 What makes a real story: the “5-second moment” of transformation or realization (and how to spot it)29:26 The biggest mistakes families make when sharing stories — and how to avoid preambles and spoilers32:00 Understanding “stakes” in storytelling (and how to craft narratives with real tension and meaning)39:04 How vulnerability, even about family hardship, creates connection and opens space for honesty49:31 A practical, tech-powered activity anyone can use to build a deeper legacy with their kidsNotable Quotes from Matthew Dicks“Stories are about thoughts and feelings more than anything else.”“If we can turn a number into an image and an emotion in the minds of someone, they’re more likely to remember it.”“I always say I’d rather hear a story told poorly than no story at all.”“Relationships move at the speed of vulnerability. The more vulnerable you are, the closer people will feel to you.”“There’s no evolution if you don’t know where you once were. A butterfly is not impressed by itself unless it knows it was once a caterpillar.”Resources• Matthew Dicks (https://matthewdicks.com)• Storyworthy: Engage, Teach, Persuade, and Change Your Life through the Power of Storytelling (https://www.amazon.com/Storyworthy-Engage-Persuade-through-Storytelling/dp/1608685489)• Worth Keeping Podcast with Matthew Dicks and Medley DeLeonibus• 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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    54 分
  • What Is Your Wealth For? Rethinking Family Legacy with Jill Shipley, AlTi Global

    What Is Your Wealth For? Rethinking Family Legacy with Jill Shipley, AlTi Global
    2026/09/28
    Purpose is no longer a niche topic — it’s the question families expect their advisors to help answer. If you’re not guiding that conversation, someone else will.In this episode of Visionary Advisor, Alex Kirby (founder of Total Family) , sits down with Jill Shipley, Managing Director and Head of Governance & Education at AlTi Global. Jill brings nearly 25 years of experience on the front lines of multi-generational family work. Together, Alex and Jill review the findings of AlTi’s Wealth with Intention report, exploring why “purpose” has become essential in wealth management—and what’s driving the shift from conversation to action.They discuss why financial performance alone is no longer enough to differentiate advice, the changing expectations of rising generations, and the risks of skipping the deeper questions about legacy and intent. The conversation examines how advisors can structure their process around what families actually want their wealth to accomplish, as well as strategies to foster collaboration and autonomy in the next generation. Jill and Alex look honestly at where the industry still gets governance wrong, when outside facilitation is needed, and why a purpose statement is just the start—not the end—of impactful planning.For any advisor aiming to retain clients across transitions, create real family impact, and stay relevant as technology commoditizes financial planning, this is essential listening.What You’ll Learn in This Episode00:00 Why starting with “What do you want the money to do?” changes everything00:03:08 The hard shift from investments as the core value to purpose as the differentiator00:06:05 What’s behind the sharp rise in families defining a purpose of wealth—and why “preserving and building” isn’t enough00:09:38 How generational differences (Millennials, Gen Z) are redefining what matters in legacy planning00:11:26 The right sequence: Defining purpose before writing the investment policy statement00:16:05 The hidden risks when purpose work is skipped—and how fear (and failure) motivate change00:22:04 Balancing individual autonomy with family togetherness in governance structures00:28:43 What works—and what backfires—when engaging the rising generation00:36:36 Why the magic of purpose is in the conversations, not the statement on the wall00:40:08 How outside facilitation creates safer, stronger, and more actionable family meetingsNotable Quotes from Jill Shipley“What do you want the money to do for you, for your family, for future generations, for the community and the world? Let's start there.”“The process of creating a purpose statement is magic, but how you live it, what you do to implement it—that's really what matters.”“If you don't have this conversation and you don't get really clear and grounded in why, unfortunately, the outcome that I tend to see... destroys relationships, it creates resentment. The next generation is not prepared.”“I think we have to start with individual wellness before we go to force togetherness.”“Somebody that's mired in your financials might not be the best person to help you think about your dreams.”ResourcesTotal Family (https://www.totalfamily.io/)Wealth with Intention: Purpose at the Center of the Modern Family Office — AlTi Global (https://www.alti-global.com/_files/ugd/9d4466_6e5e1f88bc084f7bb7221a6fb7c2f59d.pdf)AlTi Global (https://www.alti-global.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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    43 分
  • Who Should Start the Family Wealth Conversation? With Emily Haper & Jessica Gibbs, Monument Wealth

    Who Should Start the Family Wealth Conversation? With Emily Haper & Jessica Gibbs, Monument 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
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