Purposeful Conversations

Breaking Money Silence®: How To Help Your Clients Shatter Money Taboos and Start Talking Openly about Finances

Audio File: Download/Play Recording Date: September 12, 2017 Guest Speaker: Kathleen Burns Kingsbury, Founder of KBK Wealth Connections, Wealth Psychology Consultant and Author of Breaking Money Silence®: How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life (Praeger, Sept. 2017) Host:  John A. Warnick, Esq., Founder, Purposeful Planning Institute Materials/Resources: Click HERE to request a free copy of “A [...]

By |2017-09-15T10:13:52-04:00September 12th, 2017|Intersections, Purposeful Conversations|

Why It is Important to Define the Purpose of the Family Wealth

This teleseminar addresses how we help clients identify their most deeply cherished values and how to reconcile family member differences. Bhaj also discusses how to put impact into practice in taxable and tax-advantaged accounts. We address various investment strategies in the public equities and fixed income markets as well as private debt, equity and real estate opportunities that make an impact.

By |2017-06-09T11:13:46-04:00May 23rd, 2017|Intersections, Purposeful Conversations, Technical Corner|

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 |2017-04-28T12:33:58-04:00April 25th, 2017|Catalysts for Collaboration, Purposeful Conversations|

Why Won’t They Call Back? ‘Planning Fatigue’: How to Address This Very Real Obstacle to Client Momentum

One of the sources of friction that slows or stalls a family’s momentum, and sabotages even the most trusted advisor’s ability to help a family implement an agreed upon strategy, is a very real phenomenon called ‘Planning Fatigue.’ On this call we will explore why and how Planning Fatigue shows up, and, what, as advisors, can we do to support our clients in moving ahead.

Aligning Your Investing with Your Values: The Power of Shareholders to Bring About Positive Change

PPI Dean of Values, Gunther Weil, Ph.D. Founder and Co-Principal, Value MentorsTM LLC interviews Andrew Behar, author of the recently published book, The Shareholder Action Guide: Unleash Your Hidden Powers to Hold Corporations Accountable and CEO of the non-profit advocacy organization As You Sow that has focused on corporate accountability since 1992. They discuss how investors can align their financial portfolios with their values; how this empowers them and can bring about positive change in environmental, social, and governance of the world’s largest and most powerful corporations.

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