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|

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|