Trusted Advisor Podcast Series

Rod talks with Dianne Chipps Bailey, National Philanthropic Strategy Executive at Bank of America and Chair of the Women’s Philanthropy Institute (WPI) Council, about the future of philanthropy. Dianne shares the latest research from Bank of America and WPI and explores top trends including the demographic shifts in religion, priorities, and practices of affluent Americans, and the growing power of women as philanthropists.

Rod talks with Paul Edelman of Edelman & Associates, about how to make it easier for clients to tap your expertise by fostering their sense of efficacy and control. They also address when and how to make a referral to a third-party coach or facilitator.

Rod talks with three Independent trustees - Daniel Felix, Frank Mullins, and Steven Marken, who explain what they do, how they work with professionals, and the benefits for both the planning professionals and the clients in the right situations.

Purposeful Planning Institute - Changes Over the Last 20 Years

Rod speaks with Melissa Mitchell Blitch, author of "In the Company of Family - How to Thrive When Business is Personal" about the importance of boundaries in families and helping them to thrive both as a family and as a business.

Rod speaks with Rodger Johnson and Tiffany Kirgan from Johnson Financial Group to learn how they have integrated the Heritage Process and multi-generational planning into their financial services practice and the impact it has had on their clients, their relationships with their clients, and their business.

Thayer Willis is an author, speaker and leading authority in the area of wealth counseling. Born into the founding family of the multinational Georgia-Pacific Corporation, she brings to her field a unique insider’s perspective on contending with family dynamics as they relate to the mental and emotional challenges of wealth. Our topic is the psychology of wealth and the issues faced in the rare world of inheritors including some of the wrong assumptions that people make about that world.

Paul Binnion with Hanlon Investment Management talks about the changes that have happened and are happening in the investment advisory world from transactional relationships to consultative relationships.