612: How to Create a Healthy Succession Plan (with The Fourth-Generation CEO of Premier Dental, Julie Charlestein)

612: How to Create a Healthy Succession Plan (with The Fourth-Generation CEO of Premier Dental, Julie Charlestein)

Welcome to 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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835: Anecdotes on Poor Networking Calls (Case Interview & Management Consulting classics)

835: Anecdotes on Poor Networking Calls (Case Interview & Management Consulting classics)

In this podcast we have listed some of the most common and most significant networking mistakes made by candidates. Since many of these have been made by clients, we have had an opportunity to discuss...

5 Jan 17min

834: Harsh Partners (Case Interview & Management Consulting classics)

834: Harsh Partners (Case Interview & Management Consulting classics)

Being a young business analyst or associate on the receiving end of blunt and harsh feedback from a partner is a very jarring experience. However, it is also somewhat of a compliment. I never understa...

29 Dec 202524min

833: Using Storytelling in Cases (Case Interview & Management Consulting classics)

833: Using Storytelling in Cases (Case Interview & Management Consulting classics)

Storytelling is a very powerful technique to ensure someone remembers you after an interview. In fact, even when we screen people at Firmsconsulting today, we use this technique I applied as a partner...

22 Dec 202523min

832: Five phrases to avoid (Case Interview & Management Consulting classics)

832: Five phrases to avoid (Case Interview & Management Consulting classics)

Communication and image in a case interview is governed by both what you say and how you say. It is true that how you say something tends to carry more weight. However, in some case, certain phrases s...

17 Dec 202515min

831: How to Hold Networking Conversations (Case Interview & Management Consulting classics)

831: How to Hold Networking Conversations (Case Interview & Management Consulting classics)

Networking calls/coffee chats are tricky. You should not be following the advice found for general recruitment. We insist our clients network with partners so most of the advice we provide is for netw...

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830: Speed is the wrong focus area (Case Interview & Management Consulting classics)

830: Speed is the wrong focus area (Case Interview & Management Consulting classics)

For this episode, let's revisit a Case Interview & Management Consulting classic where we discuss speed. Far too many candidates focus on being faster. That is another myth.   Speed is an outcome of h...

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829: Case length and details (Case Interview & Management Consulting classics)

829: Case length and details (Case Interview & Management Consulting classics)

For this episode, let's revisit a Case Interview & Management Consulting classic where we dtalk about case length and details.    When we ask candidates for more details in their resume, fit responses...

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828: Career rotation vs. progression (Case Interview & Management Consulting classics)

828: Career rotation vs. progression (Case Interview & Management Consulting classics)

For this episode, let's revisit a Case Interview & Management Consulting classic where we speak about career rotation vs. progression.   Candidates always want to show improvement on their resumes in ...

26 Nov 20255min

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