Leadership, Coaching & Growth

Putting Money in the Context of Life

Date:  December 11, 2018 Time: Noon ET (60 Minutes) Guest Speaker:  Carol Anderson, MS, Founder of Money Quotient & PPI Dean of Financial Life Planning Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute In 2001, Carol founded Money Quotient® (MQ®) to provide financial planners and other professionals with the tools and training they need [...]

By |2018-11-28T13:55:38-05:00November 28th, 2018|Intersections, Leadership, Coaching & Growth, Purposeful Conversations|

Experiential Learning: What Is It, and How Can It Accelerate Behavior Change and Transformational Results

Date: October 16, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Erik Gabrielson, Partner, Activ8 Host: Ian McDermott, PPI Dean of Innovation & Learning, Founder and Chief Executive of International Teaching Seminars (ITS) Join us for an interactive conversation with Erik Gabrielson and Ian McDermott on how experiential learning can turbo charge transformational results with families and [...]

The Power of Images: How Visual Communication Can Lead to Better Client Service and More Creative and Effective Professionals

Date: October 2, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Susanne van der Meer, Big Picture Consultant at Sift Visuals/Legal Visuals at www.SiftVisuals.com Host: Stephanie West Allen, JD, PPI Dean of Neuroscience and Contemplative Practices Understanding of procedures, facts, processes, laws, systems, policies, and agreements can be enhanced by pictures and other visuals. Because visuals are [...]

By |2018-09-21T10:57:29-04:00September 21st, 2018|Leadership, Coaching & Growth, The Business of the Practice|

Values@Work: Enhancing Client – Advisor Collaboration

Date: July 17, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Gunther Weil, Ph.D., Founder & CEO, Value Mentors LLC, PPI Dean of Values Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Wealth advisors & financial planners & their clients are currently facing some significant challenges: Are the rules of the game changing? Are traditional [...]