Latest Episodes
23
![Preserving Your Legacy](https://episodes.castos.com/63a5c3c608d350-36413863/images/1578592/PPI-24-Cover.png)
Preserving Your Legacy
Guest Speaker: Karen Corbitt, Founder, Generational Story Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Description: Karen Corbitt, Founder of Generational Story, joins...
22
![What Does Love Have to Do with Serving Clients?](https://episodes.castos.com/63a5c3c608d350-36413863/images/1566432/PPI-23Cover.png)
What Does Love Have to Do with Serving Clients?
Advisors are commonly asked to have a distinct value proposition that they can share with their clients and prospective clients. Most focus on serving...
21
![Lessons From the Ranch - Entrepreneurship and Reclaiming Our Family Stories](https://episodes.castos.com/63a5c3c608d350-36413863/images/1561577/PPI-Cover-Ep-21.png)
Lessons From the Ranch - Entrepreneurship and Reclaiming Our Family Stories
Lewis Weil, founder of Money Positive joins us for a conversation on financial planning, entrepreneurship, bringing purposeful planning to the middle class, and lessons...
18
![Appreciative Inquiry: Building on the Strengths of a Family](https://episodes.castos.com/63a5c3c608d350-36413863/images/1543956/PPI-Ep-20-Cover.png)
Appreciative Inquiry: Building on the Strengths of a Family
In this thought-provoking podcast episode, Courtney delves into an innovative organizational change model that challenges our conventional understanding of how change unfolds within families....
15
![Why Conversations About Death Matter](https://episodes.castos.com/63a5c3c608d350-36413863/images/1540090/PPI-Cover-19.png)
Why Conversations About Death Matter
Lori LoCicero and Lisa Pahl are the creators of The Death Deck, a card game that exploresdeath and dying using multiple-choice questions and a...
18
![How Philanthropy Advice Unlocks Giving](https://episodes.castos.com/63a5c3c608d350-36413863/images/1536450/PPI-Cover-18.png)
How Philanthropy Advice Unlocks Giving
Emma shares insights from interviewing philanthropy advisors from 15 countries for her new book, Advising Philanthropists: Principles and Practice, which she co-authored with Dr....