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Purposeful Planning Podcast
Purposeful Planning Institute
47 episodes
1 week ago
The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business. Our content offers practical tips and advice for advisors and consultants serving families navigating the challenges of wealth and well-being.
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Entrepreneurship
Education,
Business,
Non-Profit
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All content for Purposeful Planning Podcast is the property of Purposeful Planning Institute and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business. Our content offers practical tips and advice for advisors and consultants serving families navigating the challenges of wealth and well-being.
Show more...
Entrepreneurship
Education,
Business,
Non-Profit
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How to Deal with Setbacks
Purposeful Planning Podcast
26 minutes 46 seconds
8 months ago
How to Deal with Setbacks
Into every life a little rain must fall' - but what if it's not so much a shower, more a downpour? Advisors can best support clients when they know through experience what makes a real difference during tough times. Ian McDermott has been working with individuals, families, teams and organizations for 45 years. In this session he'll be sharing how to deal with setbacks by offering tools and strategies that can benefit advisors and clients alike.
Purposeful Planning Podcast
The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business. Our content offers practical tips and advice for advisors and consultants serving families navigating the challenges of wealth and well-being.