We are happy to provide these free resources to the public. Please note, PPI members have full access to these materials plus a Library of Resources, including numerous Purposeful Planning Tools and Purposeful Visioning Exercises, in the Members Only section of the website.
Collaboration Resources
Select PPI Teleconferences & Webinars on Collaboration
PPI Hosts weekly teleconferences & webinars with Thought Leaders and Industry Innovators. Become a member to access these and other sessions and resources on Collaboration.
Five Platinum Standards for Collaborator to Live and Work By
John A. Warnick, Esq., Founder of The Purposeful Planning Institute
Radical Collaborations: Discovering the Keys to More Effective Collaborations
John A. Warnick, Esq., Founder of The Purposeful Planning Institute
Better Results Through Better Collaboration
David W. Holaday, ChFC, CAP, Founder and Managing Member of Wealth Design Consultants, LLC
Keys to Successful Collaboration
Courtney Pullen M.A., LPC, President of Pullen Consulting Group
Collaboration – Why It Isn’t Working and What You Can Do About It
Peter R. Wheeler, CLU, ChFC, CFP®, Chief Executive Officer and Dream Development Director of WheelerFrost Associates, Inc. and Founder and Managing Director of ElevateCDS, LLC.
The Multi-Discipline World of Family Business Consulting; On Becoming a Multi-Disciplinary Team
Clem Ast and John Simmering, Legasus Group
The Real Work of Collaboration
G. Scott Budge PhD and Gregory T. Rogers, RayLign Advisory LLC