Teleconference Archives

/Teleconference Archives/

Is the Cloud Finally Lifting? Practical Planning for and Administration of Our Clients’ Digital Assets

This presentation explained how to identify a client’s key digital assets; described how tech companies are coming up with their own private solutions to these issues; reviewed the evolution of contact, cyber-security, and probate law and legislative and lobbying history that led to the widespread adoption of the Revised Uniform Fiduciary Access to Digital Assets Act (“RUFADAA”) across America in 2016 and 2017; and provided practical insight as to how to plan for and administer these assets.

By | August 8th, 2017|Family Business Forum, Family Office Summit, Technical Corner|

Purposeful Social Media Planning that Gets Results

Do you have a social media presence?  Is this presence just for your personal use or do you want to use it to create business for you and your firm?  If the answer is yes to both questions, then this session is for you. Michael Palumbos will help you understand the tools and techniques that are needed for the successful use of social media and content marketing.  Michael and Josh will explore the use of blogs, podcasts, webinars, video and live video as well as the tools in putting together an online platform that will help those who find you know that you can solve their biggest problems.

By | July 25th, 2017|The Business of the Practice|

How Do We Get Everybody on The Same Page?

Legacy families are complex, with various needs and stakeholders to satisfy, both now and over future generations.  Advisors serving these families often see only part of the picture, and what they see is rarely clear, even to the family.  How can we get everybody in the family on the same page, to then share that with their advisors? We have an open-source tool to share with PPI members, to improve and be used by all.  Our Family Continuity BluePrint is a tool that advisors use with families, helping clarify where they are now, and where they want to go.  

Building the Skills and Preserving the Spark: The Young Americans Center for Financial Education

Research shows that a large percentage of people of all ages, incomes, and education lack the basic financial knowledge and skills to ensure long-term stability for themselves and their families.  It is never too early to teach children about money. Young Americans Center for Financial Education uses hands-on programs and real-life experiences build life skills, work skills, and financial self-sufficiency in nearly 60,000 youth every year.  It is also the home to Young Americans Bank and an incredible array of award-winning nonprofit programs, all designed to teach young people 21 and under about finances, economics, and business.  You’ll learn about the impact they are having and how you and your clients can benefit from their programs.

By | June 20th, 2017|Purposeful Next-Gen Collaboration|

The Stories We Tell Ourselves: Overcoming Obstacles Related to Inheritance

Scott Gornto, MDIV, LMFT, CST, author of The Stories We Tell Ourselves™, joins us for a conversation on overcoming the stigmas and common challenges inheritors face.  We discuss how advisors can help inheritors overcome negative fear-based narratives that hold them back from being successful, explore ways in which we can shift the story of success that they have in their head (based on the family narrative) to a narrative that they own, and by doing so create a new story of success and achievement that has a realistic plan for success.

By | June 13th, 2017|Purposeful Next-Gen Collaboration|