What Does Love Have to Do with Serving Clients?
Advisors are commonly asked to have a distinct value proposition that they can share with their clients and prospective clients. Most focus on serving…
Category: Listen
Wide-Eyed, Unprepared, & Overwhelmed: A Perspective on the Mind of a Young Inheritor
In this audio podcast, produced by the Purposeful Planning Institute, Matthew Wesley interviews Kristen Heaney about her story of early inheritance af…
Successful Family Meetings
In this three part audio series, John A. Warnick of the Purposeful Planning Institute interviews Richard Orlando on how to implement successful family…
How to Talk About Wealth with the Next Generation
In this podcast, Dr. Richard Orlando is interviewed by Karen Coyne about how to best prepare the rising generation.
Transferring Wealth – 5 Ways to Prepare the Next Generation for Success
In this podcast, produced by Monument Wealth Management, Dr. Richard Orlando discusses how to best prepare the next generation for success.
The Business of the Family
This podcast, produced by the National Family Office Forum, discusses how families of wealth can operate like a successful company.
Legacy Planning Podcast
This two part audio series answers the question "What is Legacy Planning?" and outlines the importance of role of spiritual capital.
Inspire Honest Conversation with Your Clients and Advance Your Own Development Using the Book, In Three Generations
The Purposeful Planning Institute's, John A Warnick, interviews of Kristen Heaney regarding her book, In Three Generations.
Family Genealogy and Your Family Legacy with Keira Murphy
In this podcast, hear from Keira Murphy, President of Jumpstart Genealogy as she discusses the many ways families have benefited from the research she…
Legacy Planning Podcast: Money and Happiness
Does money contribute to happiness? In this Podcast, Richard Orlando discusses the impact of money on happiness, including some of the common misconce…
The Next (Rising) Generation
In this two part podcast, Richard Orlando interviews Jay Hughes, a pioneer of multigenerational legacy planning, on how to best prepare the Rising Gen…
Spiritual Capital, The New Currency
In this podcast, produced by Giving Warriors, Dr. Richard Orlando talks about spiritual capital.