377: The Fourth-Generation CEO of Premier Dental, Julie Charlestein — How to Create a Healthy Succession Plan

377: The Fourth-Generation CEO of Premier Dental, Julie Charlestein — How to Create a Healthy Succession Plan

Welcome to Strategy Skills episode 377, an interview with the author of How to Lead Your Family Business: Excelling Through Unexpected Crises, Choices, and Challenges, Julie Charlestein. In this book, Julie gets vulnerable about her experience as an emerging leader and ultimately CEO, who has worked to earn her colleagues’ respect while navigating the succession to her father’s company. Through stories full of candor and humor, Julie shares her leadership adventure, offering actionable strategies for those leading and working within their own family businesses.

Julie Charlestein is a Philadelphia-based business leader and healthcare innovator who serves as the fourth-generation CEO of Premier Dental, just named a 2023 Top Ten Most Innovative Company in Wellness by Fast Company.

Premier Dental is a global provider of innovative dental products used by dentists in 75 countries. Products range from hygienist instruments to teeth polishers to prosthetic mouth devices. As Charlestein likes to say: “You may not know our name, but we’ve probably been in your mouth.” Heading the most trusted brand in dental products for over 100 years, Julie is an advocate for change and industry expert on integrating technology into modern dental practices to improve the treatment journey for both dentists and patients. She was recognized as one of Philadelphia Business Journal’s “Most Admired CEOs,” awarded the Silver Stevie Award as Female Executive of the Year and honored with the Gold Award by the Best in Biz Awards as Executive of the Year. She has served on the Dean's Advisory Board of the School of Dental Medicine at Harvard University and as the Chair of the Government Relations Committee for the Dental Trade Alliance and is a member of The Young Presidents’ Organization (YPO).

Get Julie’s book here: https://rb.gy/d07jl

How to Lead Your Family Business: Excelling Through Unexpected Crises, Choices, and Challenges

Check out Julie’s website: https://www.juliecharlestein.com/

Here are some free gifts for you:

Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach

McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf

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140: The unspoken truth about strategy (Monday Morning 8 a.m. #21)

140: The unspoken truth about strategy (Monday Morning 8 a.m. #21)

Hello everyone! This is Monday Morning 8 a.m., a weekly newsletter where we distill the insights from all of the distractions, articles, and emails that you receive in your inbox every day. In this newsletter, we’re going to focus on four major themes from last week’s news.    To listen to the audio version of this newsletter, search for “Strategy Skills” in any podcast app. To get a written copy with links to mentioned articles sign up here: www.firmsconsulting.com/promo

29 Mars 202147min

139: The six tools of successful leaders (Monday Morning 8 a.m. #20)

139: The six tools of successful leaders (Monday Morning 8 a.m. #20)

Hello everyone! This is Monday Morning 8 a.m., a weekly newsletter where we distill the insights from all of the distractions, articles, and emails that you receive in your inbox every day. In this newsletter, we’re going to focus on four major themes from last week’s news.    To listen to the audio version of this newsletter, search for “Strategy Skills” in any podcast app. To get a written copy with links to mentioned articles sign up here: www.firmsconsulting.com/promo

22 Mars 202134min

138: Mothering a strategy (Monday Morning 8 a.m. #19)

138: Mothering a strategy (Monday Morning 8 a.m. #19)

Hello everyone! This is Monday Morning 8 a.m., a weekly newsletter where we distill the insights from all of the distractions, articles, and emails that you receive in your inbox every day. In this newsletter, we’re going to focus on four major themes from last week’s news.    To listen to the audio version of this newsletter, search for “Strategy Skills” in any podcast app. To get a written copy with links to mentioned articles sign up here: www.firmsconsulting.com/promo

15 Mars 202141min

137: Blair Sheppard, PwC global strategy head and author. On four urgent global crises and their strategic solutions

137: Blair Sheppard, PwC global strategy head and author. On four urgent global crises and their strategic solutions

In today's episode of the Strategy Skills podcast, we have a conversation with Blair Sheppard, Global Head of Strategy and Leadership for PWC. Blair shares his views of looming global crises driven by wealth disparity, technological disruption, the polarization of people, and declining trust in society’s institutions. Blair Sheppard is also the Dean Emeritus and Professor Emeritus of Duke University’s Fuqua School of Business, where he taught for thirty-three years. He was the principal force behind opening Duke's campus in China, and the founder and CEO of Duke Corporate Education. Blair is a regular speaker at high-caliber international forums including the Global Solutions Summit, the St. Petersburg International Economic Forum, and Slush. He was born in Hamilton, Ontario (Canada) and lives in Durham, North Carolina (US). In his new book, TEN YEARS TO MIDNIGHT: Four Urgent Global Crises and Their Strategic Solutions, Blair sets out why that timeline is so crucial, what the most urgent challenges are and the key elements of a solution. The world faces four crises: A crisis of prosperity, with rising inequality, poor life choices for young people, the squeezed middle class and a mass of people on the brink of retirement but lacking the savings to sustain them;  A crisis of technology, as our economic system drives innovation but fails to manage unintended negative consequences which pollute key elements of life support, from our atmosphere to our news; A crisis of institutional legitimacy, as traditional institutions try to maintain their existing structures in the face of major global forces, and find themselves buckling and warping rather than adapting; and, A crisis of leadership, as those who should help us manage these crises instead focus on narrow priorities rather than leading the world towards holistic solutions. Get access to sample training from our advanced programs here: www.firmsconsulting.com/promo We use affiliate links whenever possible (if you purchase items listed above using our affiliate links, we will get a bonus).

11 Mars 20211h 10min

136: Rethinking M&A (Monday Morning 8 a.m. #18)

136: Rethinking M&A (Monday Morning 8 a.m. #18)

Hello everyone! This is Monday Morning 8 a.m., a weekly newsletter where we distill the insights from all of the distractions, articles, and emails that you receive in your inbox every day. In this newsletter, we’re going to focus on four major themes from last week’s news.    To listen to the audio version of this newsletter, search for “Strategy Skills” in any podcast app. To get a written copy with links to mentioned articles sign up here: www.firmsconsulting.com/promo

9 Mars 202138min

135: Apple disrupts a decades-old value chain migration (Monday Morning 8 a.m. #17)

135: Apple disrupts a decades-old value chain migration (Monday Morning 8 a.m. #17)

Hello everyone! This is Monday Morning 8 a.m. (#17), a weekly newsletter where we distill the insights from all of the distractions, articles, and emails that you receive in your inbox every day. In this newsletter, we’re going to focus on four major themes from last week’s news.    To listen to the audio version of this newsletter, search for “Strategy Skills” in any podcast app. To get a written copy with links to mentioned articles sign up here: www.firmsconsulting.com/promo

1 Mars 202138min

134: How to stop blaming Covid and start building revenue growth, with Kent Billingsley

134: How to stop blaming Covid and start building revenue growth, with Kent Billingsley

Welcome to the Strategy Skills podcast, from FIRMSconsulting.com. Today we have a very interesting guest, Kent Billingsley, who is going to talk about sales and the revenue side of management consulting. And about using the tools and techniques that he developed in his consulting career which he now applies in almost any kind of industry. We rarely talk about sales. So we thought it will be nice to do a podcast where we dive into this topic. Get Kent's book "ENTREPRENEUR TO MILLIONAIRE: How to Build a Highly Profitable, Fast-Growth Company and Become Embarrassingly Rich Doing It": https://amzn.to/3dU6aPN

26 Feb 202158min

133: The single biggest strategy shift for the next few decades (Monday Morning 8 a.m. #16)

133: The single biggest strategy shift for the next few decades (Monday Morning 8 a.m. #16)

Hello everyone! This is Monday Morning 8 a.m. (#16), a weekly newsletter where we distill the insights from all of the distractions, articles, and emails that you receive in your inbox every day. In this newsletter, we’re going to focus on four major themes from last week’s news.    To listen to the audio version of this newsletter, search for “Strategy Skills” in any podcast app. To get a written copy with links to mentioned articles sign up here: www.firmsconsulting.com/promo

22 Feb 202140min

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