Latest Episodes
5
Bonds of Human Trust: Tips from Research on Relationships for Management, Consulting, and Advising
Building trusting relationships and healthy human capital have tremendous benefits, yet at times people we work with seem unpredictable, challenging to understand or to...
4
Connecting Family Philanthropists Across Generations
There’s a danger in making generalizations about any group of people, however, this podcast aims to share trends within the “NextGen” (Millennials and Gen...
3
What is “Family Stewardship” & Why Does it Matter to Clients & Advisors?
In one of the three keynotes for our 2nd Annual Virtual Purposeful Planning Symposium, Thomasina Williams will address how to incorporate “family stewardship” into...
2
How Powerful Are Your Questions?
The New Year is a point of reflection and often a time to pencil in a few resolutions. What if the New Year was...
1
The Purposeful Planning Revolution
The inaugural episode of the Purposeful Planning Podcast. In this episode, John A. Warnick, Founder of the Purposeful Planning Institute, shares the secrets of...