Latest Episodes
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....
15
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...