One of the topics that has been brought up from our community amongst varying professions, is the creation of purposeful practice and how to successfully monetize planning. In the words of our guest speaker, “When the family wins, you win. And the family wins when purposeful planning is at the heart of any engagement.” Join Padric as he takes us on a journey of his early takeaways from noticing discrepancies in wealth services offered and what clients desired, lessons learned from John A, Tim Belber, and Jay Hughes, and a Master’s in Financial Planning with a concentration in Legacy Planning that crafted out the infrastructure and communication skills to align his business with meeting all the capitals of the families his firm serves.