The Business of the Practice

/The Business of the Practice

The Future of the Estate Planning Profession

John J. “Jeff” Scroggin is one of the most innovative and visionary estate planning attorneys you’ll ever meet or hear. Many credit Jeff with pioneering the powerful “Incentive Trust” concept. He also is the creative force behind the “Family Legacy Letter”. In this conversation, he discusses why clients are demanding that their planning team focus on preserving and protecting the family rather than just managing the assets and how advisors can meet this demand.

Honoring the Life and Legacy of Richard “Dick” Wagner — PPI’s Dean of Finology

We were pleased to be able to bring together Dick’s children, Natalie and Jacob, to share insights into Financial Planning 3.0 and how their father’s work has influenced them and how they envision carrying his work forward. Several PPI Deans, members and guests shared personal and heart-felt stories about how Dick’s work and friendship impacted them personally, the financial planning profession, and the PPI community. It truly was a heart-warming and inspiring call that you'd enjoy listening to, whether you had met Dick personally or not. We are going to continue to honor Dick's professional legacy within the PPI community in a number of ways. Most importantly, we will begin working into our weekly Thought Leader & Industry Innovator teleconference series a quarterly call centered around Financial Planning 3.0 and Finology.

By | April 18th, 2017|Intersections, The Business of the Practice|

Effective Writing Through Understanding Reader Expectation Approach

Readers have subconscious expectations about clear communication. When a writer understands those expectations and then consciously meets them, he or she can write in a way that is effective and thus easily understood. In this call, Dr. George Gopen explains his Reader Expectation Approach and gives listeners some tips on how to use the written word to communicate well and persuasively. We consider why good written communication is 15% word choice and 85% sentence and paragraph structure, when use of the passive is the best choice, and how harnessing the rhythm of language improves written communication dramatically. When we as writers understand Reader Expectation Theory, we are best able to not only communicate and persuade, but also convey thoughts and ideas at our intellectual best.

By | April 11th, 2017|Intersections, The Business of the Practice|

Love & Money: Financial Advice Helps Widows Navigate Romance and Finance

Widows who begin a committed relationship after the death of their spouse certainly hope for the best ahead with their new spouse or long-term partner. That includes finances, which may be a predictor of the success of their new relationship. Extensive research on the financial impact of widowhood does not exist. But that’s changing! In this teleconference, Kathleen Rehl discusses a major new international research study conducted in the fall of 2016, involving more than 4,000 widows. The focus of this study was on widows who had repartnered (remarried or entered a long-term relationship). Several findings of the research are highlighted, including financial confidence levels at the death of a spouse vs. after repartnering, financial challenges of repartnering, and advice given by these widows to others considering repartnering.

Addressing Egos, Economics and Expectations for Effective Collaboration

Date: November 15, 2016 Guest Speaker: Ryan Zeeb, CEO, Camelot Portfolios In this session Ryan Zeeb, CEO of Camelot Portfolios, shares strategies on how to simply and directly address three important pillars of collaboration. Attendees will be given real life examples of how to address egos, economics and expectations. We also discuss how to create a mindset that supports collaboration, and how to attract the best talent rather than look like a sales person trying to invade another professional's book of busines