Legacy Builders: Strategies for Building Successful Family Enterprises

Crossing The Line of Confidence: Transforming Family Inertia into Collective Action


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In our latest episode, Daphne McGuffin of D3 Learning Solutions explores the transformative power of continuous learning and self-discovery in family enterprises. She introduces groundbreaking frameworks that help families move from uncertainty to confident action, including her "Line of Confidence" model that guides families through the crucial stages of learning, alignment, and implementation. Through her work at D3 Learning Solutions, Daphne demonstrates how understanding individual instincts and natural abilities can revolutionize how families approach succession and governance.

Throughout the conversation, Daphne delves into the relationship between personal development and collective growth in family businesses, particularly through her innovative "Positive Outcome Model." She illuminates how families can overcome historical patterns and conflicting work styles by understanding conative instincts and building socio-emotional wealth. Her approach emphasizes the importance of creating structured yet flexible learning environments where different generations can align their values while honouring individual differences, providing a roadmap for families seeking to build lasting legacies that bridge both personal fulfillment and business success.

About Daphne McGuffin

Daphne McGuffin is a seasoned Learning and Development Consultant and Family Business Facilitator at D3 Learning Solutions, bringing over two decades of experience in family enterprise advising. After directing the Learning Centre and Thought Leadership divisions at The BDO / SuccessCare Program for nearly 20 years, she established D3 Learning Solutions to help business families transition both tangible and intangible assets through practical approaches, focusing on multi-generational communication, governance, successor development, and leadership planning.

As a Kolbe Certified Consultant for more than 15 years and a Fellow of the Family Firm Institute (FFI), Daphne leverages her expertise to identify core instincts of family members and management teams, enhancing their productivity and relationships. Her distinguished role as a faculty member for FFI's Global Education Network, the world's most trusted provider of family enterprise professional education, further cements her position as a leading expert in the field of family enterprise consulting.

Resources discussed in this episode:

  • kolbe.com
  • OPgig Program
  • What is Kolbe and Why Use It
  • The Power of Kolbe in the Family Enterprise
  • The Line of Confidence Model
  • The Positive Outcome Model

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

  • Website: BeaconFamilyOffice.com
  • LinkedIn: Cory Gagnon
  • LinkedIn: Beacon Family Office
  • Email: [email protected]

Contact Daphne McGuffin | D3 Learning Solutions: 

  • Website: D3LearningSolutions.com
  • LinkedIn: Daphne McGuffin
  • Email: [email protected]
  • Phone: (519) 820-1806

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.

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Legacy Builders: Strategies for Building Successful Family EnterprisesBy Cory Gagnon