Latest Episodes
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...