It was an honor yesterday to be a presenter for the webinar hosted by Advisors in Philanthropy: Why a Mission Statement Isn’t Enough – Creating an Expression of Donor Intent. Amy Ellsworth, my co-author of Across Generations: A Five Step Guide for Creating an Expression of Donor Intent, appeared as well. Our main points: Legal [...]
Nationally known Boston attorney Natalie Choate made a point to recommend The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will in her spring newsletter Choate’s Notes Spring 2011. Thank you, Natalie. That means a lot coming from you.
The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will made a list assembled by Vanguard financial advisor Steve Vernon, entitled, “12 Books to Give to Retirees (or Those About to Retire.) Steve’s blog shows up on CBS Money Watch.
An analysis of the May, 2010 study conducted by Advisor Impact called the “Anatomy of the Referral“ has just been published. In a survey of 1,000 financial services clients, they attempt to define the key elements of what they call an “engaged” client, one that is not only identified as being 1) loyal to their [...]
I got many responses to my email newsletter on the topic of listening, namely, the difference it makes to the quality of thinking on the part of the person who is doing the speaking. I have several wonderful links to share that shed truly insightful light onto this “easier said than done” habit of being. [...]
I heard a fascinating presentation on the subject of values today, given by Value Mentor’s founder Gunther Weil, who has taken his expertise in the human and organizational development, and in the years when most everyone else retires, has begun to apply it to families, especially families of wealth seeking to maintain healthy family systems [...]
Musings on listening, great tips and holiday ideas for using LifeLegacy Cards and the schedule of December web classes on ethical wills, given by Susan Turnbull.
Nancy Kline is author of Time to Think:Listening to Ignite the Human Mind and More Time to Think: A Way of Being in the World. I heard her speak today on a webinar and was very moved, not only by what she said, but the quiet, wise manner in which she said it. Her primary [...]
Stories and information on the appeal of ethical wills abound in this article in The Philadelphia Inquirer. Susan Turnbull is quoted, remarking on her view of the increase in interest, measured by google search results.
Dave Caruso, founder of Coastal Capital, has been a great supporter of Susan Turnbull, buying her materials for his clients, hosting a luncheon with her as a guest speaker, and talking up the idea of writing an ethical will. Yet until this week, he hadn’t started his own and the deadline of the blog post [...]
Introducing Ethical Wills into Client Conversations - June 7, @ 2:00PM - Learn more
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