Latest Episodes
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...
38
Building a Collaborative Team
How advisors work together to support clients’ philanthropic interests. Talking Points: What are your roles at your firms and at what point do they...
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...