Latest Episodes
37
Addiction Recovery Services for UHNW Families
Steve Legler and John Campbell discuss the prevalence of addiction issues that seem to show up in many families that PPI members serve. It...
36
Accounting for Chronic Illness in the Succession Planning Process
In this discussion, I will share my experience working with families around issues related to chronic illness in the next generation. We will explore...
935
Guiding Clients Toward True Prosperity: Beyond Financial Advice, a Journey into Client Behavior
Join us for another exciting webinar hosted by Dean of Individual Development at PPI, Melissa Mitchell-Blitch with guest speaker, Danielle Howard. This session will...
34
Tax Advantaged Strategies for Business Sales
Join us for another exciting webinar hosted by Dean of Individual Development at PPI, Melissa Mitchell-Blitch with guest speaker, Tiffany House. Discover powerful tax-advantaged...
33
Resentment and Perfectionism: Why You Need To Stop “Shoulding” On Yourself
Join us for an insightful exploration into the damaging effects of resentment and perfectionism. In this episode, we delve into the realities of life's...
32
Don’t Leave a Mess!
This episode explores the pillars of effective communication, strategic planning, and the significance of storytelling. Join as we learn about the importance of communication,...