PPP Episode 8: Adapt, Change, or Disappear

In this episode, we sit down with industry experts Gretchen Figge and David York to discuss one of the most critical yet overlooked elements in wealth planning for high-net-worth clients. Join us as we explore how understanding this missing piece is crucial to meeting the unique needs of an affluent clientele. They will introduce us to a cutting-edge tool designed specifically for advisors and consultants. This innovative resource empowers professionals to ensure that the "Why" and "Who" of planning take the lead in driving the "What" and "How." By leveraging this tool, advisors can deepen their understanding of clients' values and motivations, aligning their financial plans accordingly. Introduction to Our Speaker(s): Gretchen Figge is the CEO for COREnology. She oversees the company's sales and operations. She is very excited about the development of COREnology's software and can't wait to share it with the industry. Gretchen Figge is most known for her entrepreneurial spirit, which shows itself in both business and her personal relationships. After a few years of working in the corporate world, she started her first company, Elf Works, Inc., in 2002, which specializes in helping other companies grow. After a successful first two years, she hired her husband, who is now her business partner. Over the years, she has had the opportunity to not only start several additional businesses but also become an investor in others. She has also consulted with many entrepreneurs and provided them guidance in starting their own companies.  Gretchen loves to support those in the process of growth, as such, she has seen great organizational success and growth as she has served on the boards of both professional organizations and non-profits. Gretchen graduated from the University of Utah with a bachelor’s degree in political science. She later had the rare opportunity to attend and graduate from the Goldman Sachs Small Business Program and is still an active alumna. She is also an ACC ICF credentialled coach and a licensed General Contractor. When she's not working, Gretchen is likely enjoying time with her husband and 13-year-old son, cooking for friends, or watching sci-fi shows. David R. York is an Attorney, Certified Public Accountant, and Managing Partner with the Salt Lake City law firm of York Howell.  David practices law in the areas of estate planning, tax, business planning, and non-profit entities.  He is a Fellow with the American College of Trust and Estate Counsel (ACTEC) and is the Dean of Legacy with the Purposeful Planning Institute.  David has extensive experience in designing and implementing advanced wealth planning strategies for high net worth clients.  David has spoken to hundreds of public groups and professional organizations, including the TedXSaltLakeCity, Q Commons, the Hawaii Tax Institute, the Purposeful Planning Institute, Investments and Wealth Institute, Valmark Member Summit, the Southeastern Family Office Forum, and the Million Dollar Roundtable.   He is the co-author of three books, Entrusted: Building a Legacy That Lasts and Riveted:  44 Values that Change the World, which after its release was the #1 Business Ethics book on Amazon, and author of The Gift of Lift.