Beyond The Balance Sheet Podcast

By: Diana Clark & Arden O'Connor
  • Summary

  • 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 valuable resources to help families solve some of their biggest challenges. Join Arden and Diana in an interactive podcast discussing some of the most pressing issues around physical health, emotional health and family dynamics. Arden and Diana will invite a series of guests to the show who will cover topics ranging from managing client resistance, to addressing dementia with an aging CEO. The podcast will provide informative content and practical tools to help advisors to wealthy families better serve their clients.
    Beyond The Balance Sheet 2023
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Episodes
  • Beyond the Balance Sheet is now "unintended consequences"
    Nov 15 2024

    This isn’t just another episode—it’s a milestone! We’re excited to share that Beyond The Balance Sheet is evolving into something new. Starting today, our podcast will be called Unintended Consequences.

    Why the change? As we’ve grown and listened to you, our audience, we’ve realized our conversations go beyond traditional definitions of success. We’re diving deeper into the ripple effects of decisions—both intentional and unexpected—on mental health, families, careers, and more.

    With this new name and expanded focus, Unintended Consequences will explore the stories, lessons, and insights that emerge when life doesn’t go as planned. We’ll bring you the same expert interviews and thoughtful discussions you’ve come to expect, but with a broader lens and new topics.

    Thank you for joining us on this journey. Your support has made this evolution possible, and we can’t wait to see where it takes us next.

    Make sure you’re subscribed, so you don’t miss a beat!

    Listen and Subscribe Here

    Follow us on social media for updates and let us know what you think of the new format.

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    1 min
  • We're Taking a Hiatus
    Jan 31 2024

    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 individuals with inspiring personal journeys. During our new podcast, we'll be shedding light on stories of resilience and addressing challenging topics not often discussed. Ensure you're subscribed to our newsletter for updates on the upcoming show. You can sign up on our website at www.OConnorPG.com. 

     

    Although Diana and I will continue as co-hosts, we will have a rotating group of hosts who are other O’Connor Professional Group staff members. For announcements, follow us on Instagram, Facebook, LinkedIn, and other social media platforms. Thank you for your continued support!

     

    IN THIS EPISODE:

    • [:29] Arden shares Beyond the Balance Sheet will be on a short break until June 2024 

    • [1:02] Sign up for our newsletter so you don’t miss exciting announcements about the new show. Diana and Arden are co-hosts with a rotating group of other OPG hosts and guests

     

    KEY TAKEAWAYS:

    • When the podcast returns in June, there will be new guests and stories of resilience. Please don’t unsubscribe; stay tuned for the new format and guests. 

     

    RESOURCES:

    Beyond the Balance Sheet Website

     

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    2 mins
  • Revisited - Ketamine Infusion Therapy: Expert Dr. Craig Heacock Discusses Safe Protocols & Risks
    Jan 24 2024

    In this revisited episode of Beyond the Balance Sheet, Dr. Craig Heacock joins us. He is an adolescent and adult psychiatrist and addiction specialist in Colorado and the host and co-producer of the podcast Back from the Abyss: Psychiatry in Stories. First, Dr. Heacock gives us a brief history of ketamine from the last fifty years as an FDA-approved drug. We talk about how ketamine became a go-to treatment for resistant depression and bipolar disorder. Tune in as Dr. Heacock reveals how a state-of-the-art assessment delivery and follow-up for ketamine would look like.

     

    IN THIS EPISODE:

     

    • [02:00] Ketamine: a brief history of the past fifty years.  

    • [05:00] How would a state-of-the-art assessment delivery and follow-up for ketamine look like?  

    • [09:00] Who is running the ketamine clinics if there’s a shortage of psychiatrists?  

    • [11:55] How money and profit drive some of this ketamine delivery. 

    • [16:09] Dr. Heacock’s experience with individuals who abuse ketamine.

     

    KEY TAKEAWAYS:

     

    • Ketamine is a go-to treatment for resistant depression and bipolar disorder.

    • A state-of-the-art ketamine therapy involves a true psychiatric evaluation to see if there are other things that should be happening first.

    • Ketamine does not replace medications; it augments them and helps them work better.

    • Most people that are receiving ketamine treatments are very middle class.



    LINKS MENTIONED:

    craigheacockmd.com

     

    Podcast: Back from the Abyss: Psychiatry in Stories

    https://podcasts.apple.com/us/podcast/back-from-the-abyss-psychiatry-in-stories/id1469826718

     

    Facebook

    https://www.facebook.com/theabysspod/

     

    Instagram

    https://www.instagram.com/backfromtheabysspodcast/

     

    LinkedIn

    https://www.linkedin.com/in/craig-heacock-md-1a8618196



    BIO:

    Dr. Craig Heacock is an adolescent and adult psychiatrist and addiction specialist in Colorado and the host and co-producer of the podcast Back from the Abyss: Psychiatry in Stories. He was a co-therapist in the Phase 3 trial of MDMA-Assisted Psychotherapy for PTSD and has particular interest in the use of ketamine and other psychedelics to treat severe mood disorders and PTSD. He is a graduate of the University of New Mexico School of Medicine and did his psychiatry training at Brown University.

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    25 mins

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