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Purposeful Planning Podcast
Purposeful Planning Institute
49 episodes
2 weeks ago
The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business. Our content offers practical tips and advice for advisors and consultants serving families navigating the challenges of wealth and well-being.
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Entrepreneurship
Education,
Business,
Non-Profit
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All content for Purposeful Planning Podcast is the property of Purposeful Planning Institute and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business. Our content offers practical tips and advice for advisors and consultants serving families navigating the challenges of wealth and well-being.
Show more...
Entrepreneurship
Education,
Business,
Non-Profit
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A System's Lens Through a System's Journey
Purposeful Planning Podcast
28 minutes 31 seconds
3 weeks ago
A System's Lens Through a System's Journey
In this episode, guest host Natalie McVeigh of Oikonomia and a member of the PPI Education Development Committee is joined by Kathy Wiseman of Working Systems, Inc, The Family Portfolio and faculty at The Bowen Center for the Study of the Family, for a reflective conversation on family systems theory in practice. Together, they explore what it means to view families and organizations through a systems lens, how this perspective shapes both personal and professional journeys, and why it is so valuable when working with complex family dynamics. Drawing on Kathy’s deep experience in systems thinking, the conversation highlights practical insights for advisors seeking to better understand patterns, relationships, and long-term impact across generations.
Purposeful Planning Podcast
The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business. Our content offers practical tips and advice for advisors and consultants serving families navigating the challenges of wealth and well-being.