Why It is Important to Define the Purpose of the Family Wealth

This teleseminar addresses how we help clients identify their most deeply cherished values and how to reconcile family member differences. Bhaj also discusses how to put impact into practice in taxable and tax-advantaged accounts. We address various investment strategies in the public equities and fixed income markets as well as private debt, equity and real estate opportunities that make an impact.

By | May 23rd, 2017|Intersections, Purposeful Conversations, Technical Corner|

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|

The Money Energy Cycle: A New Paradigm of Money Mindfulness

People, especially the wealthy, often find themselves lost in money and missing self-actualization. Natalie’s discoveries of Money Breath and the Money Energy Cycle allow us to see ourselves and our money, outside of our money. Join John A and Natalie as they explore this new paradigm of Money Mindfulness and learn how to bring freedom and self-actualization to your clients.

By | February 21st, 2017|Intersections|