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Legacy in Action: Geoff Badger’s Mission to Move Families from Intention to Implementation
Manage episode 495676018 series 3511465
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A startling fact shapes this episode: just one in four business families has a written legacy plan. Geoff Badger, wealth advisor, family enterprise researcher and leader of Badger Investment Group at Canaccord Genuity, joins host Matt Knight to unpack why so many families hesitate and what advisors can do to spark progress. Geoff traces his 31-year career from Bay Street to Edmonton, the ICU phone call that crystallized his purpose, and his pursuit of the FEA and a doctoral degree focused on “the moment of decision” in family legacy planning.
He explains how teaming, a proactive structure, and evidence-based facilitation can safeguard wealth and family harmony. Listeners gain three big takeaways:
- Legacy clarity beats legacy size
- Technical excellence must be matched by emotional governance, and
- Collaboration among advisors is the future of wealth management.
For family-business leaders, this episode offers both a case for urgency and a roadmap toward action.
Show Notes & Timestamps
0:00 Intro
1:22 Geoff’s advisory journey and the client call that changed everything
5:26 Founding Badger Investment Group: solo practice to collaborative team
8:47 The CFA: How deep technical chops build long-term client confidence
11:34 FEA experience & the group project that flipped Geoff’s career path
15:48 Inside his research, “Why do families say yes (or no) to facilitation?”
18:50 Human, intellectual & financial capital
23:54 Early research insights & the power of controlled conversations
27:15 Positive case study: benefits of facilitated change management
31:00 Advisor take-away
34:30 Geoff on ABFI partnership and the role of community in raising legacy
39:00 Future look: tech, transparency and the rise of the generalist advisor
Learn more about ABFI at https://abfi.ca/, connect with Matt Knight at [email protected] or LinkedIn https://www.linkedin.com/in/mattknight/
Learn more about Badger Investment Group at https://www.badgerinvestmentgroup.ca/
2025 Signature Event tickets are now available https://abfi.ca/signature-events
This video podcast series is proudly produced by the team at Road 55 - located in Edmonton, Alberta. For more information, please visit: www.road55.ca
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