fbpx

Teleconferences & Webinars

Teleconferences & Webinars 2018-09-17T11:20:52+00:00

PPI members have access to weekly teleconferences and webinars with Thought Leaders and Industry Innovators. These interactive conversations introduce us to cutting edge ideas and emerging best practices for professional advisors serving legacy families and families in business. Not a member? Contact us to request guest access to an upcoming teleconference or join today!

September 2018

Tuesday, September 4th
Noon ET (60 Minutes)
NO SESSION TODAY

Tuesday, September 11th
Noon ET (60 Minutes)
Generational Healthcare: How Generational Thinking Impacts Healthcare in the Digital Age
Dan Carlin, MD, Founder and CEO, WorldClinic

Tuesday, September 18th
Noon ET (60 Minutes)
Implementation Impasse: Why Good Clients Don’t Follow Great Advice
Moira Somers, Ph.D., C.Psych., Founder of Money, Mind, and Meaning

Tuesday, September 25th
Noon ET (60 Minutes)
Virtual Tour of Website (Members Only)

October 2018

Tuesday, October 2nd
Noon ET (60 Minutes)
The Power of Images: How Visual Communication Can Lead to Better Client Service and More Creative and Effective Professionals
Susanne van der Meer, Big Picture Consultant at Sift Visuals/Legal Visuals at www.SiftVisuals.com

Tuesday, October 9th
Noon ET (60 Minutes)
From the School of Hard Knocks: Thoughts About the Initial Client Interview
L. Paul Hood, Jr., JD, Speaker/Author/Consultant, PPI Dean of the Cutting Edge

Tuesday, October 16th
Noon ET (60 Minutes)
Experiential Learning: What Is It, and How Can It Accelerate Behavior Change and Transformational Results with Families and Their Advisors
Erik Gabrielson, Partner, Activ8

Tuesday, October 23rd 
Noon ET (60 Minutes)
The Art of Gathering: How We Meet and Why It Matters
Priya Parker, Founder, Thrive Labs

Tuesday, October 30th
Noon ET (60 Minutes)
Time, Talent, Treasure and Ties
Jennifer Touchet, Senior Director of Family Philanthropy, Greater Houston Community Foundation

Session Highlights

“Experiential Learning: What Is It, and How Can It Accelerate Behavior Change and Transformational Results with Families and Their Advisors

Erik Gabrielson, Partner, Activ8

October 16, 2018
Noon ET – 60 Minutes

Erik heads up Activ8’s performance training team, mentoring our consultants and engaging with clients in the learning laboratory and the outdoor experiences. With a focus on personal awareness, effective communication, and team performance, Erik has over 15 years of experience in training individuals, families, teams and organizations to achieve high performance.

Ten years ago, Erik experienced an event that helped him see the importance of clarity over certainty.  He now incorporates his experience of getting clear and why, and the practices to support it, into helping others achieve high performance in their life, family and business.  Erik’s background spans working in finance, real estate and global supply logistics. He has leveraged his business experience to design and develop relevant learning into direct application of business initiatives.

Mark your calendar and plan to join us on October 16th for a conversation with Erik about Experiential Learning: What Is It, and How Can It Accelerate Behavior Change and Transformational Results with Families and Their Advisors.

Not a member? Join today!

View Past Session
Our 12 Topic Areas