Purposeful Planning Podcast
Purposeful Planning Podcast
✓

A System's Lens Through a System's Journey

00:28:31
Podcasts
RSS
Link

OM DENNE EPISODE

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.

Uddannelse
Forretning
Engelsk
USA
BrugAPItil å hente denne episode iJSON

I DENNE EPISODE

Redigér disse tags

UDSKRIFT 🔗

Are you the producer of this podcast? Add a podcast transcript
Need Audio-to-Text? Transcribe with Listen411 in Just 60 Seconds

SØK BLANT TIDLIGERE EPISODER

Søk etter gamle episoder av Purposeful Planning Podcast.
Integrer denne søgefelt på ditt nettsted

ANDRE EPISODE I DENNE PODKAST

Turning up the Lights: A Progressive Approach to Wealth Disclosure Conversations

Turning up the Lights: A Progressive Approach to Wealth Disclosure Conversations

For many people, talking about money is seen as taboo. While open communication about money and wealth is touted as a best practice in preparing the rising generation and maintain harmony, many families don’t know where to begin and when and how much to share. Often, they feel pulled toward two opp…
00:25:36
DEL
LAGRE
Effective Family Philanthropy in Practice

Effective Family Philanthropy in Practice

As families and advisors prepare for year-end giving, Stephanie Ellis-Smith, Dean of Philanthropy at the Purpose Planning Institute speaks with Nick Tedesco, President and CEO of the National Center for Family Philanthropy about what effective family philanthropy looks like today—beyond metrics and…
00:36:22
DEL
LAGRE
How to Deal with Setbacks - Part 2

How to Deal with Setbacks - Part 2

When the going gets tough...what then? Advisors can best support clients when they know through experience what makes a real difference during tough times.  Our own experience can give us so much to draw on if we've learnt how to handle ourselves better. In Part 1 Ian gave us three approaches that …
00:22:53
DEL
LAGRE
Combining Financial Planning and Mental Health Counseling to Transform Outcomes for Families

Combining Financial Planning and Mental Health Counseling to Transform Outcomes for Families

In this episode of the Purposeful Planning Podcast, the husband-and-wife team of Sean and Jill Maher share how their interdisciplinary approach transforms outcomes for families and business owners. The goal of this conversation is to provide insights to fellow advisors, attorneys, and family office…
00:40:45
DEL
LAGRE
Ansvarsfraskrivelse: Podkasten og kunstværket, det finnes indlejret på denne siden, er fra Purposeful Planning Institute, som tilhører dens eier og ikke er tilknyttet eller godkjent av Listen Notes, Inc.
PROMOTED
Listen411.com: Lightning-fast Podcast Transcription and Summarization. Transcribe 1-hour audio in under 1 minute. Pay-as-you-go.
Listen411.com: Lightning-fast Podcast Transcription and Summarization. Transcribe 1-hour audio in under 1 minute. Pay-as-you-go.
Audio to Text

ANBEFALINGER
Bruk API til å hente denne episode