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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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Shifting Clients into Action When They are Entrenched in Opposition
Purposeful Planning Podcast
33 minutes 11 seconds
8 months ago
Shifting Clients into Action When They are Entrenched in Opposition
When clients fall into the trap of problem solving when they are facing a polarity, they entrench in epic battles. Join Cathy Carroll, author of "Hug of War: How to Lead a Family Business With both Love and Logic" to learn the key to resolving conflict when both sides are right.
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.