Latest Episodes
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...
11
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...
10
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...