The Problems with Pseudoscience: Using It Can Harm Your Ability to Serve Clients

The amount of neuromythology and other kinds of pseudoscience to which we are exposed to through popular media and other channels seems to be growing. How can we recognize pseudoscience? How might using pseudoscience in working with clients be problematic? Why must we use caution when trying to apply research from the lab to everyday life? Why is anecdotal evidence (e.g., I can see what I am doing helps my clients) often not sufficient or accurate? Listen in to this discussion to ensure that the science you use when working with clients improves the quality of your service.

By | 2017-12-15T15:23:08+00:00 December 12th, 2017|Intersections|

The Routines of Connection that Lead to a Deeply Meaningful Life

At first blush, nature connection and the wisdom of indigenous and ancestral cultures may seem far removed from the needs and complexities of modern life and intergenerational planning. But nothing could be further from the truth. Connection to nature, self, and others can establish a virtuous circle that provides access to abundant and sustainable lives for individuals, families, and communities. Moreover, the family practices of nature-based cultures were born out of a need to thrive in dynamic changing environments. Jon’s unique experience and intimate knowledge of nature and community, developed and lived over 40 years, offers a sweeping perspective of what is possible for families, communities and human culture on this planet going forward. This session offers profound, yet simple insights and practices that can immediately be applied to our own lives, as well as the lives of the families we are privileged to touch, guide and inspire.

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 | 2017-10-13T12:02:33+00:00 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 | 2017-09-15T10:13:52+00:00 September 12th, 2017|Intersections, Purposeful Conversations|