Intersections

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Managing Family Conflict Informed by Bowen Family Systems Theory

Consultants in the field of family enterprise are often faced with families having considerable conflict as they make decisions around wealth, succession, and legacy. Bowen family systems theory informs how to manage conflict so that families can overcome it and move towards their goal. If the consultant can “stay relatively out of the system and be in contact with it, the system itself will begin to settle down” (Bowen, 1979). When anxiety decreases, people can think better. In this call, I will provide some concrete ideas on how to facilitate the shift from conflict to collaboration.

By | September 25th, 2017|Family Office Summit, Intersections|

Breaking Money Silence®: How To Help Your Clients Shatter Money Taboos and Start Talking Openly about Finances

Audio File: Download/Play Recording Date: September 12, 2017 Guest Speaker: Kathleen Burns Kingsbury, Founder of KBK Wealth Connections, Wealth Psychology Consultant and Author of Breaking Money Silence®: How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life (Praeger, Sept. 2017) Host:  John A. Warnick, Esq., Founder, Purposeful Planning Institute Materials/Resources: Click HERE to request a free copy of “A [...]

By | September 12th, 2017|Intersections, Purposeful Conversations|

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|