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.
Episodes
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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...
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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
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