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The Purposeful Planning Process equips you to
develop conversations with clients at entirely new
levels. Through your life experience using and
creating these tools, and by having the tools at your
disposal, you gain a mechanism to initiate and
facilitate deeper thinking.
Please download our Purposeful Planning Podcast
There’s a shift occurring in our practices, our
relationships and our society. People who have
achieved substantial financial success are starting to
ask themselves, “What else is there?”
Seasoned advisors running a technical advisory
practice may find it repetitive. The relationships are
fulfilling, yet the work is less challenging than it used
to be. Advisors are facing new questions, “What is
my professional legacy?” “Is it preserving assets
or preserving families?”
At the same time, Wealth Creators are raising their
own questions – either literally, or through a lack of
initiative in their planning. They know the money
isn’t the endpoint of their life purpose. They need
leadership to define the questions and seek out the
answers. They need a way to convert the answers to
action in their family experiences and relationships.
They are ready.
Some advisors say their clients won’t go there.
We suggest that no one has shown them the way.
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"The value received from this
training will help me throughout
the rest of my career, and
has put me years ahead of
where I want to go."
— Cameron Evans
Private Wealth Advisor
North Carolina
"This course will change my life
on a personal and professional
level, it will change how I
live and give."
— Kim Patton
CEO
Ohio
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