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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 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 [...]

Cultural Diversity Series Honor Culture

Serving Culturally-Diverse Families: A Series on World CulturesSession #3: Honor Culture   Panelists:Elaine King, Founder & CEO, Family and Money Matters Institute™Mariana Martinez, Director of the Family Clinic at the Bowen Center for the Study of the FamilyJerry McNabb, Principal, McNabb Advisors Isabel Miranda, Co-Managing Partner at Pearlman & Miranda, LLCDate: March [...]

Smart Collaboration: How Professionals and Their Firms Succeed by Breaking Down Silos

Date: February 13, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Heidi K. Gardner, PhD, Author, Smart Collaboration: How Professionals and Their Firms Succeed by Breaking Down Silos, Distinguished Scholar, Harvard Law School Center on the Legal Profession Host: S. Mark Alton, CFP®, ChFC®, CLU®, CAP®, AEP®, MSFS, CPWA®, Member of the Executive Committee and Chair of [...]

By |2018-02-01T11:57:55+00:00February 1st, 2018|Catalysts for Collaboration|