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
A collaboration of G. Scott Budge Ph.D and Gregory T. Rogers with Brian Douglas
by Thayer Willis
by David Holaday
S. Mark Alton
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
Join “The Power of Collaboration” LinkedIn Group on LinkedIn
S. Mark Alton
Dean of Collaboration
Mark Alton, CFP®, ChFC®, CLU®, CAP®, AEP®, MSFS, CPWA®, has practiced in the areas of business succession and estate and trust planning since 1991. Very involved in the local financial community, he is a past President of both the Estate Planning Council of Central New York and of the Central New York Chapter of the Society of Financial Services Professionals.
He currently serves on the Executive Committee of the National Association of Estate Planners & Councils (NAEPC) Board, a multi-disciplinary organization comprised of 29,000+ designated professionals, and 260+ Councils. He is past Chair of the NAEPC Advanced Estate Planning Strategies Conference Committee, and the Multi-Disciplinary Teaming and Professional Collaboration Committee. Read More on S. Mark Alton…
