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| We seek a mutual fit with professionals who: |
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Have at least ten years of experience in the for-profit or not-for-profit world (example: financial and legal advisors, development officers and psychologists), or who’ve had the kind of extraordinary life experiences that create sudden wisdom.
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Have sufficient financial success to invest the time
and money to implement a new process in their
businesses, interpersonally and operationally.
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Are willing to do this work themselves and in their
own families before using the process with clients.
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Are already working with High Net Worth families.
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Are concerned about their professional legacies,
and have a desire to make wealth productive in their clients’ families for hundreds of years into the future.
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Choose to embrace this process to deepen clients’
experiences, not solely to drive revenue for their
firms. (Purposeful Planning is profitable, yet money
should not be the driver for implementation.)
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The Purposeful Planning process provides
the following: |
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A way to combine your natural trust-building abilities with a proven process so that you begin to have conversations with clients on an entirely new level.
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An opportunity to work with families who are
excited to plan and are committed to your
Purposeful Planning process.
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Coaching and specific language for raising the topic with longstanding clients and new prospective clients.
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Tools and language to go beyond the initial
conversations and into an entire multi-year process.
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An ability to help clients increase their trust in
themselves, thereby getting to the heart of their
core purpose for the use of their wealth.
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The ability to observe live family meetings conducted during our workshops, giving you the context and the confidence to conduct them with your own client families. |
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"It is perfect for the advisor who
is just getting started on this path
and will provide practical, step by
step guidance. It will sharpen the
skills and improve the process of
more experienced practitioners.
I highly recommend it and have
encouraged many of my friends
and collaborators to attend.”
— John Warnick
Holme, Roberts & Owen,
LLP
Colorado
"This training will impact my
practice by changing my focus
and niche and helping me better
serve my clients.”
— Terri Berrenberg
CFP
New Mexico |
