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Catalysts for Collaboration

From the School of Hard Knocks: Thoughts About the Initial Client Interview

Date: October 9, 2018 Time: Noon ET (60 Minutes) Guest Speaker: L. Paul Hood, Jr., JD, Speaker/Author/Consultant, PPI Dean of the Cutting Edge Initial client interviews are critical to the success of the planner-client relationship, yet aren’t studied that much by estate planners. Paul will conduct an in-depth look at the initial planning client interview, [...]

By |2018-09-25T10:50:49+00:00September 21st, 2018|Catalysts for Collaboration, Purposeful Conversations|

Time, Talent, Treasure and Ties

Date: October 30, 2018 Time: Noon ET (60 Minutes) Guest Speakers: Danielle Oristian York, Managing Director, 21/64  and Jennifer Touchet, Senior Director of Family Philanthropy, Greater Houston Community Foundation Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute The TTT&T tool focuses on helping participants create an inventory of their personal resources. Participants identify what they’re [...]

By |2018-09-21T11:44:05+00:00September 21st, 2018|Best Practices in Philanthropy, Catalysts for Collaboration|

Experiential Learning: What Is It, and How Can It Accelerate Behavior Change and Transformational Results

Date: October 16, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Erik Gabrielson, Partner, Activ8 Host: Ian McDermott, PPI Dean of Innovation & Learning, Founder and Chief Executive of International Teaching Seminars (ITS) Join us for an interactive conversation with Erik Gabrielson and Ian McDermott on how experiential learning can turbo charge transformational results with families and [...]

From the School of Hard Knocks: Thoughts About the Initial Client Interview

Date: October 9, 2018 Time: Noon ET (60 Minutes) Guest Speaker: L. Paul Hood, Jr., JD, Speaker/Author/Consultant, PPI Dean of the Cutting Edge Materials/Resources: Hard Knocks Revisited The Human Side of Estate Planning-Initial Client Interview Presentation (Full) Initial client interviews are critical to the success of the planner-client relationship, yet aren’t studied that much by [...]

By |2018-10-09T09:34:33+00:00September 21st, 2018|Catalysts for Collaboration, Purposeful Conversations|

Values@Work: Enhancing Client – Advisor Collaboration

Date: July 17, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Gunther Weil, Ph.D., Founder & CEO, Value Mentors LLC, PPI Dean of Values Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Wealth advisors & financial planners & their clients are currently facing some significant challenges: Are the rules of the game changing? Are traditional [...]