Latest Episodes
17
PPP Episode 8: Adapt, Change, or Disappear
In this episode, we sit down with industry experts Gretchen Figge and David York to discuss one of the most critical yet overlooked elements...
16
Maximizing Charitable Impact: Navigating the World of Community Foundations and Donor Choices
Join us as we delve into the world of community foundations and donor choices in order to maximize charitable impact. Our esteemed guest speakers,...
15
Engaged Healthy, Wealthy & Wise: Lessons from Inheritors and Their Significant Others
In this episode, Coventry Edwards-Pitt will share takeaways from her new book, Engaged Healthy, Wealthy & Wise: Lessons from Inheritors and Their Significant Others...
14
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,...
13
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...
12
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...