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Meaningful, Purposeful Family and Advisory Team Discussions: What Gets In The Way and What Can We Do About It?

Teleconference Details Title: Meaningful, Purposeful Family and Advisory Team Discussions: What Gets In The Way and What Can We Do About It? Date: April 25, 2017 Time: Noon ET (60 Minutes) Guest Speaker: Scott Mathewson, CFP®, Managing Member, Elevare LLC Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Introduction to our Guest Speaker… Scott has [...]

By | March 28th, 2017|Uncategorized|

Financial Planning 3.0 | Evolving Our Relationships With Money

Teleconference Details Title: Financial Planning 3.0 | Evolving Our Relationships With Money Date: April 18, 2017 Time: Noon ET (60 Minutes) Guest Speaker: Richard Wagner, JD, CFP, Founder of WorthLiving LLC, PPI Dean of Finology Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute The Financial Planning profession has evolved.  Today’s “best practices” financial planner should demonstrate [...]

By | March 28th, 2017|Intersections, The Business of the Practice|

Effective Writing Through Understanding Reader Expectation Theory

Teleconference Details Title: Effective Writing Through Understanding Reader Expectation Theory Date: April 11, 2017 Time: Noon ET (60 Minutes) Guest Speaker: George Gopen, JD, PhD Host: Stephanie West Allen, JD, PPI Dean of Neuroscience and Contemplative Practices Introduction to our Guest Speaker… George D. Gopen is Professor Emeritus of the Practice of Rhetoric at Duke [...]

By | March 28th, 2017|Intersections, The Business of the Practice|

The Deliberately Developmental Family

Teleconference Details Title: The Deliberately Developmental Family Date: April 4, 2017 Time: Noon ET (60 Minutes) Guest Speaker: Courtney Pullen M.A., President, Pullen Consulting Group, PPI Fellow Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute   Introduction to our Guest Speaker… Courtney Pullen MA, LPC Courtney Pullen M.A. is the President of the Pullen Consulting [...]

By | March 28th, 2017|Family Office Summit|

Why Won’t They Call Back? ‘Planning Fatigue’: How to Address This Very Real Obstacle to Client Momentum

One of the sources of friction that slows or stalls a family’s momentum, and sabotages even the most trusted advisor’s ability to help a family implement an agreed upon strategy, is a very real phenomenon called ‘Planning Fatigue.’ On this call we will explore why and how Planning Fatigue shows up, and, what, as advisors, can we do to support our clients in moving ahead.