Click here for further information and the downloadable resources:

https://criticalfewactionspodcast.com.au/DarrenHeverenInformation

In this episode, Darren Heveren, an expert in supporting High Net Worth Families with their intergenerational wealth transfer, shares his deep knowledge and experiences from an illustrious career. Initially a partner at Deloitte, Darren sheds light on the intricacies of family offices in his own practice, their objectives, how to establish and operate one, and the importance of trust. He also talks about the intergenerational transfer of wealth, how the ATO is targeting these families for good governance structures, and the value of having a trusted advisor. Learn how Family Offices can be tailored to individual needs and hear real-life examples of how they operate to preserve and grow family wealth over generations.

00:00 Getting Started in Family Offices

02:26 Understanding the Family Office

03:43 Core Objectives and Services

05:44 Intergenerational Wealth Transfer

10:14 Case Study and Trusted Advisor Role

12:13 Establishing a Family Office

23:40 Challenges and Solutions

31:26 The #CriticalFewActions™

This episode is sponsored by the #CEOMasterclass in #StrategicPlanning and Implementation. Get together with a team of peer business owners and CEOs to develop and test your Strategic Plan, and then, Implement it. Get out of your business into a confidential space to work ON your business, learn from peers who share your lived experience, problem solve and get support from each other.

#FamilyOffice

#WealthManagement

#IntergenerationalWealth

#FinancialPlanning

#TrustedAdvisor

#NotAlone

#BusinessGrowth

#BusinessStrategy

#VisionAndStraetgy #BuildRevenue #DeliverProfitability #SupportPeoplePerformance #DriveAssetReturns #DevelopOrganisationLearning

Download the Blog Summary & Contact Details:

https://criticalfewactionspodcast.com.au/RichHawkerdownload1

Join host John Downes as he delves into critical actions to improve your business with guest Rich Hawker, an expert in customer experience design. Learn how Rich's journey from Deloitte to Bain & Co. fueled his passion for solving human problems with design thinking and agile methodology. Discover what customer experience design entails, its benefits, and a rigorous approach to mastering it. Rich shares valuable insights and case studies, highlighting the importance of understanding customer needs, setting customer-led ambitions, and creating a collaborative, emotionally resonant environment that enhances profitability and employee fulfillment. Get ready to transform your business by focusing on what truly matters.

00:00 Introduction to the Podcast

00:26 Meet Rich Hawker: Customer Experience Expert

00:59 Rich's Journey into Customer Experience Design

03:09 Understanding Customer Experience Design

04:11 Benefits of Customer Experience Design

06:12 Approach to Customer Experience Design

13:38 Client Examples and Success Stories

20:03 Common Pitfalls in Customer Experience Design

27:37 Preparing for Customer Experience Design

30:57 The #CriticalFewActions™ to get started

#Entrepreneurship #CustomerExperienceDesign #Leadership #BusinessGrowth #CEOMasterclass

This episode is sponsored by the CEO Masterclass.

Business Model Transformation: Insights from Rob Olver

In this episode of the #Critical Few Actions to Improve Your Business podcast, host John Downes speaks with Rob Olver, a business leader who specializes in transforming established companies for sustainable growth. Rob shares his unique framework for business model transformation, adapted from startup methodologies, and provides insightful case studies and practical tips. They discuss the challenges and opportunities in transitioning a traditional business model to a more innovative and sustainable one. Learn how to prioritize actions, leverage digital technologies, and make data-driven decisions to stay ahead in your industry.

00:00 Introduction to Business Transformation

00:26 Meet Rob Olver: The 20-Year-Old Startups

01:18 Origins of Business Model Transformation

02:50 The Four Stages of Business Growth

04:21 Challenges and Strategies in Business Innovation

09:27 Case Study: Environmental Fuel Science Company

10:48 Leveraging Government Incentives

22:50 The Importance of Customer Feedback

28:55 Developing a Successful Product Suite

31:28 The Art of Predicting Sales

31:45 Challenges in Data Science Adoption

32:12 The Lean Startup Approach

32:43 Achieving Product-Market Fit

34:50 The Valley of Death for Startups

36:42 Cultural Differences in Business Innovation

38:56 Founder Passion and Business Transformation

43:00 Leveraging Data for Business Growth

46:04 The Role of Technology in Business Reinvention

52:00 The #CriticalFewActions™ to start Business Model Transformation

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