Broker Check

What does it mean to be a purposeful financial planner?

August 04, 2022

As I sit here on the plane headed home from a three-day conference with the Purposeful Planning Institute, I am inundated with all the ideas that were shared. The conference was full of so many innovations, but one that stands out for me is the convergence of different disciplines in one place. There were Wealth Coaches, Financial Advisors, CPAs, Attorneys, Family Office Advisors, Giving Advisors, and Mental Health Experts. This was my first time attending, and I went in with an open mind, completely overwhelmed by the sharing and collaboration that occurred. I'm inspired by how this organization has created a safe environment for the exchange of ideas, which will undoubtedly accelerate the industry of ultra-net worth planning. And whatever is grown out of this engine will then be disseminated into the industry. The outcomes for society are endless, but at the very least, we will have better discussions and understandings when family and money meet.