Wealth Coherence

Ep 2 - Invisible Wealth with Jennifer Wines

Episode Summary |
In this episode, Emily Bouchard interviews Jennifer Wines, an attorney and author of 'Invisible Wealth.' They explore the evolving definition of wealth, emphasizing a holistic approach that includes values, experiences, and relationships. Jennifer introduces the five principles of invisible wealth, highlighting the importance of aligning one's values with their understanding of wealth. The conversation also delves into the significance of status, family dynamics, and the future of wealth management, advocating for a qualitative shift in the industry.
Chapters |
00:00 Introduction to Invisible Wealth
02:49 Defining Wealth: A Holistic Perspective
05:56 The Five Principles of Invisible Wealth
08:46 Experiential Wealth: The Shift from Things to Experiences
11:30 Understanding Values and Their Impact on Wealth
14:39 The Role of Status in Wealth and Identity
17:20 Navigating Wealth Transfer and Next Generation Challenges
25:44 Understanding Coherence: Individual and Relational
28:07 The Symphony of Family Dynamics
33:28 Navigating Comfort Zones and Learning
38:40 The Invisible Nature of Wealth
42:04 The Future of Wealth Management: A Qualitative Shift
Jennifer's Bio |
Jennifer has worked at top private wealth management institutions, including Goldman Sachs, JPMorgan, and Fidelity. She holds a Juris Doctor from Suffolk University Law School in Boston, and a Certified Private Wealth Advisor© designation from Booth Business School in Chicago.  With over a decade of experience working with ultra-high-net-worth (UHNW) individuals, and through thousands of client conversations, Jennifer noticed something: people are increasingly interested in wealth beyond the dollar. Inspired by this shift, Jennifer stepped away from the wealth management advisor seat in 2022 to research the axioms of wealth through a future-forward lens. It was through this exploration that she wrote the book Invisible Wealth, which offers a timely—yet timeless—redefinition of wealth.   Now, through Invisible Wealth Consulting, Jennifer partners with individuals and institutions to usher in the next generation of wealth. She supports current and future wealth holders in navigating the rich complexities of self and wealth—because the new wealth paradigm extends far beyond money. ‍Jennifer is a frequent speaker on Invisible Wealth and her 5 Principle framework. She’s spoken at organizations such as The Financial Times, JPMorgan Private Bank, Bernstein Private Wealth, and Microsoft. She also shares thought leadership through her Substack publication, which has thousands of subscribers.She is US based, with international reach.
 
Learn more about Jennifer Wines and Invisible Wealth \
Website: https://www.jenniferwines.com
Substack: https://jenniferwines.substack.com
Linkedin: https://www.linkedin.com/in/jenniferwines/
Book: Invisible Wealth
https://www.amazon.com/Invisible-Wealth-Principles-Redefining-Personal/dp/1394180535
 
Emily Bouchard's Resources |
https://emilybouchard.com/
https://blendedfamiliesflourishing.com/
Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/

Ep 1 - From Chaos to Coherence with Bruce Cryer

Episode Summary |
In this episode, Emily Bouchard interviews Bruce Cryer, former executive director of HeartMath Institute, discussing the concept of coherence and its significance in personal and professional life. Bruce shares his journey from Broadway to leading HeartMath, emphasizing the importance of heart coherence in decision-making, especially in stressful situations like financial decisions.
The conversation explores practical techniques for achieving coherence, the role of leadership in fostering a coherent environment, and the impact of family dynamics on coherence. Bruce also highlights the need for empathy and connection in leadership, especially in times of uncertainty.
 
Chapters |
00:00 Introduction to Coherence and HeartMath
03:24 Bruce Cryer's Journey from Broadway to HeartMath
06:25 Understanding Coherence: The Heart's Role
09:43 Coherence in Financial Decision-Making
12:43 Grounding Techniques for Achieving Coherence
15:23 The Importance of Slowing Down
18:40 Coherence in Leadership and Business
21:36 Emotional Viruses in Organizations
31:49 The Power of Connection with Nature and Animals
33:15 Leadership and Coherence in a Chaotic World
38:22 Empathy vs. Fear in Leadership
39:20 Successful Companies with Heart Coherence
41:11 Family Dynamics in Business
46:25 Navigating Family Conflicts
52:38 Creating Connection in Difficult Conversations
57:39 The Importance of Heart Coherence in Leadership
 
Guest Bio|
Bruce Cryer has been called a renaissance man because of a four-decade career as a Singer, Actor, Dancer, Publisher, Author, Marketing Executive, CEO, Board member, Consultant, Mentor and Coach for Leaders in diverse fields.
Bruce now brings his expertise and passion for renaissance living and working to a select group of clients each year. His diverse and fascinating background, leading successful companies and performing for large audiences, blends beautifully to create a powerful, culturally-rich, and results-driven approach with all those he chooses to work with. Music, dance, meditation and fun will definitely be involved!
Bruce began as an actor/singer/dancer in New York, where his credits include performing more than 800 performances as The Boy in the world’s longest running musical, The Fantasticks.
A deep passion for social evolution, performance enhancement and personal growth led him to California in the late 70s.
 
Guest Resources |
https://brucecryer.com/
https://www.linkedin.com/in/brucecryer/
Book: From Chaos to Coherence (The Power to Change Performance)
 
Emily Bouchard's Resources |
https://emilybouchard.com/
https://blendedfamiliesflourishing.com/
Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/