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PODCAST · business

PPI 101 Series

by PPI Podcast

The Purposeful Planning 101 series, brought to you by the Purposeful Planning Institute, is designed as a part of PPI's Learning Pathways, a framework built to help advisors develop purposefully, one foundational concept at a time. Each episode, we'll sit down with a thought leader to explore why a subject is essential to our work, unpack the key principles, and connect it all back to why it matters for you in your work.

Publisher-supplied feed metadata · PodParley refreshed Oct 19, 2026 · Source feed

Episodes

  1. Family Systems for Advisors 101

    What is family systems theory, and why should advisors care? In this episode of the PPI 101 Podcast Series, family legacy coach Steve Legler hosts Dr. Charles Eckhart, PPI's Dean of Family Dynamics, Systems Theory, and Relationships and leader of the Family Systems Theory Learning Circle. Charles...

  2. Advising the Rising Generation 101

    In the premiere episode of the PPI 101 podcast series, sponsored by the Merrill Center for Family Wealth, host Steve Legler sits down with Valerie Galinskaya, Managing Director and Head of the Merrill Center for Family Wealth, to explore what "rising generation" really means and why it matters…

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ABOUT THIS SHOW

The Purposeful Planning 101 series, brought to you by the Purposeful Planning Institute, is designed as a part of PPI's Learning Pathways, a framework built to help advisors develop purposefully, one foundational concept at a time. Each episode, we'll sit down with a thought leader to explore why a subject is essential to our work, unpack the key principles, and connect it all back to why it matters for you in your work.

HOSTED BY

PPI Podcast

CATEGORIES

Frequently Asked Questions

How many episodes does PPI 101 Series have?

PPI 101 Series currently has 2 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is PPI 101 Series about?

The Purposeful Planning 101 series, brought to you by the Purposeful Planning Institute, is designed as a part of PPI's Learning Pathways, a framework built to help advisors develop purposefully, one foundational concept at a time. Each episode, we'll sit down with a thought leader to explore why a...

How often does PPI 101 Series release new episodes?

PPI 101 Series has 2 episodes. Check the episode list to see recent publication dates and frequency.

Where can I listen to PPI 101 Series?

You can listen to PPI 101 Series on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.

Who hosts PPI 101 Series?

PPI 101 Series is created and hosted by PPI Podcast.
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