What is Purposeful Planning and How Can it Benefit Our Family Clients?

Published: Oct 11, 2021

Let’s Talk Family Enterprise Podcast Episode #27

Host: Steve Legler, MBA, FEA, CPCC

Guest: John A. Warnick

Host Steve Legler speaks with guest John A. Warnick, founder and head of the Purposeful Planning Institute. Together they cover how the institute came into being, the importance of collaboration, the natural fit that many FEA’s feel with that network, and the future of the movement to more family-centric advice and planning.

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