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Artwork for Beyond The Balance Sheet Podcast

Beyond The Balance Sheet Podcast

Diana Clark & Arden O'Connor

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 v... more

PublishesWeeklyEpisodes157Founded3 years ago
Categories
Mental HealthBusinessManagementHealth & Fitness

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Artwork for Beyond The Balance Sheet Podcast

Latest Episodes

In this episode of Beyond the Balance Sheet, Arden shares that the podcast is going on a brief hiatus. It will return in June 2024 with a fresh, new spin. Please stick around – we’ll be bringing you top-notch guests, including professionals and indiv... more

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2 months ago

In this revisited episode, we are joined by OPG’s Director of Aging Services, Sam van Kalkeren. Sam discusses how to help a loved one faced with a dementia diagnosis. He gives excellent information on how to communicate with a loved one to ensure the... more

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2 months ago

Ayanna Davis, also known as Phenomenally Autistic, joins Diana to discuss her unique path to navigating autism as a black artist. Autism is often overlooked within the black community in America. Ayanna actively promotes the recognition of autism, us... more

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3 months ago

Dr. Colleen Jackson discusses cognitive testing in a way that makes it easily understandable, alleviating any apprehension associated with the assessment. She starts by distinguishing between neuropsychological testing and cognitive assessments. Coll... more

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3 months ago

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Reviews

4.9 out of 5 stars from 18 ratings
  • So Helpful for Families

    This podcast addresses things that really need to be normalized in conversation to help loved ones (and fellow colleagues/clients/employees, etc.) struggling with behavioral and mental health issues and their greater impact. Reducing stigma is so important for healing and the topics Arden

    Apple Podcasts
    5
    thatlesleygirl
    United States3 years ago

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