Latest Episodes
44
Aligning Profit with Purpose: The Rise of Purpose Trusts in Modern Business
Explore the innovative world of purpose trusts and their transformative impact on business ownership and succession planning. Join us as we delve into how...
43
The Cost of Getting Healthcare Wrong
Why healthcare navigation is a critical yet often overlooked risk in comprehensive wealth and legacy planning.
42
Family History: Unleashing the Potential of Your Family's Beautiful Complexity
Meet Dr. Karen McNeill, PPI’s new Dean of Family Stories, History, and Culture. As you will soon discover, she is passionate about the potential...
41
To Donate or Not to Donate? The Art of Giving to Museums
Donating art and collectibles can be a meaningful way to preserve a legacy, but the process is often complex. In this episode, we explore...
40
Shifting Clients into Action When They are Entrenched in Opposition
When clients fall into the trap of problem solving when they are facing a polarity, they entrench in epic battles. Join Cathy Carroll, author...
39
How to Deal with Setbacks
Into every life a little rain must fall' - but what if it's not so much a shower, more a downpour? Advisors can best...