Teleconference Archives

/Teleconference Archives/

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?

By | April 25th, 2017|Catalysts for Collaboration, Purposeful Conversations|

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 Deliberately Developmental Family

There has been a turning point in organizational leadership in the last 20 years. Increasingly complex, global and competitive companies discovered that the old paradigm of top-down leadership was not effective in this new dynamic environment. The new language of business began emphasizing collaboration, communication, and authenticity and creating environments where people could flourish and drive results. In this webinar, Courtney discusses his process and thinking about how to apply these same principles to families. Exploring together what we can learn from the field of organizational leadership to create a new paradigm for the families we serve.

By | April 4th, 2017|Family Office Summit|

Love & Money: Financial Advice Helps Widows Navigate Romance and Finance

Widows who begin a committed relationship after the death of their spouse certainly hope for the best ahead with their new spouse or long-term partner. That includes finances, which may be a predictor of the success of their new relationship. Extensive research on the financial impact of widowhood does not exist. But that’s changing! In this teleconference, Kathleen Rehl discusses a major new international research study conducted in the fall of 2016, involving more than 4,000 widows. The focus of this study was on widows who had repartnered (remarried or entered a long-term relationship). Several findings of the research are highlighted, including financial confidence levels at the death of a spouse vs. after repartnering, financial challenges of repartnering, and advice given by these widows to others considering repartnering.