Join legacy specialist Susan Turnbull and story expert Lani Peterson, PsyD as they share their process of deepening client engagement through the lens of stories. Using an easy to learn strategy, Susan and Lani will share their universally applicable narrative framework for uncovering and exploring the themes and values revealed through clients’ life experiences. This story listening approach yields not only deeply engaging interaction but rich source of material for planning, especially in the realm of envisioning legacy, sometimes a difficult or awkward subject to talk about in any depth.
We are rapidly approaching the holiday season, a time for families and joyous traditions, and perhaps too much pie, turkey, etc. What gets lost in the commercialization of the holiday season, are the opportunities we have as individuals and families to make, honor and celebrate traditions. In this call, John A. Warnick shares a number of simple but powerful ways in which we can take advantage of what Lee Brower calls Thankmas. Learn about Thankmas and several other ways in which you can help your family and your clients strengthen family bonds, create meaningful traditions, and explore the pathway to a more significant and purposeful life in 2018.
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 [...]
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.
Meaningful, Purposeful Family and Advisory Team Discussions: What Gets In The Way and What Can We Do About It?
A wise man once taught that correct principles, taught and understood will go further to change behavior than a discussion of the behavior itself. Families of Wealth often struggle to have the needed conversations amongst themselves and their advisors that allow them to unite and move forward together into the future. What principles can be learned, appreciated and referred to as a family and their team of advisors work together to help the family move forward successfully as stewards?