Latest Episodes
23
Choosing the Right Team
In this episode, we delve into a crucial aspect of philanthropy: choosing the right team of advisors. Join us for a thought-provoking conversation with...
24
Philanthropy is a Team Sport
Janell Turner, a seasoned Senior Philanthropy Advisor at Phila Engaged Giving, will share insights into the dynamic interplay between philanthropy advisors and financial professionals. ...
23
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?
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
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
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....