Elevate Your Client Relationships • Improve Your Practice • Increase Your Impact

Join this conversation as we unpack national research on the top psychological barriers families face in advancing their philanthropy and finding greater impact. The new report from the National Center for Family Philanthropy and Arabella Advisors summarizes findings from over 75 interviews with philanthropic families and leverages principles from psychology and behavioral economics to offer practical advice to families and their advisors. Together we will explore highlights including shifting mindsets from spending to investing, overcoming complexity to embrace urgency and embracing trust for greater impact. The session will highlight the timely nature of this research as families unlock greater dollars for urgent issues including preserving climate, democracy and social justice.

Purposeful planning professionals have significant opportunities to strengthen the rigor of our work through the incorporation of family business/enterprise research and other interdisciplinary research that intersects with the field. Unfortunately, research can be difficult to understand because it often comes from an academic setting, leaving practitioners unable to easily bridge the gap between research and practice. This webinar will lay basic groundwork on how to access and utilize academic research to strengthen our training processes and planning and advising strategies with clients. Common misunderstandings that can cause misuse and confusion with academic research will be discussed, along with how to make use of the ever expanding field of research relevant to family wealth advising including organizational psychology, neurobiology, financial advising, executive coaching, and more.