Purposeful Planning Podcast

The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business. ...more

Latest Episodes

14

June 26, 2023 00:30:31
The Next Generation: Planning the Future

The Next Generation: Planning the Future

Dr. Fowler started doing mediation with families in business in 1983 when in a client familyhe was working with, the parents had recently died,...

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13

June 19, 2023 00:28:55
Family Rituals and Practices that Set the Stage for Discussions of Enoughness, Generosity, and Purpose at an Early Age

Family Rituals and Practices that Set the Stage for Discussions of Enoughness, Generosity, and Purpose at an Early Age

Learn a few simple rituals and practices that encourage young people to be generous, explore purpose and passion, and even begin to understand their...

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11

May 24, 2023 00:23:50
Using the KMSI-R in Financial Coaching

Using the KMSI-R in Financial Coaching

Maggie Klokkenga, CFP®, CPA shares how she utilizes the Klontz Money Script Inventory (KMSI-R) assessment with her clients in her financial coaching practice. She...

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12

May 24, 2023 00:25:09
Uncovering Client Personality: More Than A “Type”

Uncovering Client Personality: More Than A “Type”

Delve into the fascinating realm of understanding client personalities and their influence on financial decisions. In this session, we explore how personality traits can...

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10

May 15, 2023 00:23:07
Lessons Learned in a Decade Working with the Next Generation

Lessons Learned in a Decade Working with the Next Generation

What does “educating and empowering the next generation” really entail? Hear stories and best practices collected from work with hundreds of members of the...

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9

May 01, 2023 00:26:19
Building Stronger Family Relationships Through Clean Language

Building Stronger Family Relationships Through Clean Language

In this episode, we explore the power of “clean language” in improving communication and avoiding conflicts within families. Emily and Melissa provide practical tips...

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