Thought Leader & Industry Innovator Webinars

PPI members have access to educational 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? We invite you to join us as a guest for an upcoming webinar (limit one per calendar year) to see the value our programs provide. Simply fill out the form on the event details page to request guest access to an upcoming webinar or become a member  today to access all live and archived sessions.

Upcoming Webinars

Jan
13

January 13, 2026

@ 12:00 pm EST

In a world where algorithms can build portfolios, write plans, and even simulate empathy, the true differentiator for advisors isn’t more data — it’s more humanity. Recent research from eMoney reveals that advisors who intentionally engage clients around their values, motivations, family dynamics, and financial psychology are not only creating better outcomes for their clients — they’re also building stronger, more resilient, and more profitable practices.