Leadership, Coaching & Growth

/Leadership, Coaching & Growth

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.

Aligning Your Investing with Your Values: The Power of Shareholders to Bring About Positive Change

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.

Transcendent Thought and Market Leadership

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.

By | February 14th, 2017|Leadership, Coaching & Growth|

Collaboration of the Estate and Financial Planning Team

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?

By | February 7th, 2017|Catalysts for Collaboration, Leadership, Coaching & Growth|

Grace Under Pressure: A Polyvagal Guide to Reducing Stress and Creating Compassionate Connections

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.

By | January 31st, 2017|Intersections, Leadership, Coaching & Growth|