Myra Salzer and John A. Warnick host an interactive conversation to explore how we can all market ourselves to build our businesses. Myra shares her personal experience and how she is leveraging her TEDx Talk experience, which has turned out to be a great marketing tool.
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.
PPI Dean of Values, Gunther Weil, Ph.D. Founder and Co-Principal, Value MentorsTM LLC interviews Andrew Behar, author of the recently published book, The Shareholder Action Guide: Unleash Your Hidden Powers to Hold Corporations Accountable and CEO of the non-profit advocacy organization As You Sow that has focused on corporate accountability since 1992. They discuss how investors can align their financial portfolios with their values; how this empowers them and can bring about positive change in environmental, social, and governance of the world’s largest and most powerful corporations.
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?