Collaboration is a huge buzzword among my colleagues. Everyone claims to think it is a brilliant idea with undeniable benefits to the client, and possible benefits to the advisor. The challenge is that it is very hard to do. That same ego that has carried each of us to success in our businesses must be set aside for any significant collaboration to take place. This is harder than it would seem at first glance.
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About the Purposeful Planning Institute
The Purposeful Planning Institute (PPI) is a learning center for professionals interested in mastering the Purposeful Planning process, exploring best practices for legacy families and families in business as well as cutting edge processes and techniques.
Our members are professionals from a broad spectrum and include lawyers, financial advisors, wealth managers, trust officers, planned giving experts, and psychologists, and more. This multidisciplinary virtual community exemplifies a unique spirit of professional collaboration.
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