In this interview, Bruce Raymond Wright describes how transcendent thinking and behavior leads to sustainable competitive advantages. This is essential in commoditized professions such as law, accounting, estate planning and financial services. He also discusses how fiduciary standards can be a profound competitive advantage, increasing cash flow, reducing risk, and improving equity value for those who want to quantum leap the competition.
Collaboration between the members of the estate and financial planning team will provide better results for clients, more networking for advisers, reduction in liability exposure for advisers, and more. Planning frequently involves multi-disciplinary, multi-faceted issues that a team can address better than any one expert alone. What are the impediments to effective collaboration? Why does collaboration not happen as often as it should? What do your colleagues have to say about collaboration? Comments from interviews of two dozen colleagues are integrated in to the presentation. What can wealth advisers, CPAs and attorneys each do to foster more and better collaboration?
Polyvagal Theory, developed by renowned neuroscience researcher Stephen Porges, describes the role of the autonomic nervous system in regulating our experiences of stress and shaping the ways we connect with others. The autonomic nervous system responds to sensations in our body and signals from the environment activating a trio of response possibilities: shut down and disconnected, stressed and mobilized, safe and socially engaged. Using Polyvagal Theory as a guide, we map individual autonomic states, identify common triggers to dysregulation, and discuss ways to actively engage our autonomic pathways to alleviate stress and foster compassionate connection.
Many conversations about generations focus on communication, estate planning & legacy, or issues in the workplace. Although these certainly are important, few people talk about why generational perspectives are so impactful, why we should pay attention to them, and how we can use them as tools to facilitate family wealth thriving, corporate success, and business growth for advisors. Our purpose is to initiate vital conversation around these aspects and to make a clearer connection between generational biases and family wealth management; family business or corporate efficiency, productivity, and ultimate success; and the service quality advisors provide their clients, which directly affects business growth.
Foundation Matters, LLC is a boutique legacy development and implementation company providing clients with an individualized solution to create and manage philanthropic giving plans for present and future generations. Their unique expertise, coupled with their proprietary development and execution strategy models, allow them to work in concert with designated family members, charitable organizations, professional advisers, and future generations to be highly-responsive and productive to ensure legacy creation and preservation. In this session we focus on engaging and empowering future generations in philanthropic giving.