My friend John A Warnick practices law, guiding people in creating trusts and estates. However, he does it in a very different and cutting-edge way, concentrating on more than just the passing on of money and other property. His is a values-based focus. In addition to working with his own clients, he goes around the country helping other lawyers to serve their clients well by achieving that broader perspective.
As a part of his practice, John has created a group he calls Purposeful Planning Collaborators (PPC). Each week they have a phone call with someone who has expertise that will assist in matters related to responsible and thoughtful legacy planning.
This week he hosted a person for whom I have much respect: David Solie. (Links to my past posts about Solie are below.) I have gotten permission from John to post the link to that call. Click to listen.
Each call is followed the next day by an interactive discussion with the expert. Solie's call will happen today at 11 AM Eastern. For information on how to join PPC (I am a member), contact Julie Dorosz.
Here is a description of the call with David Solie, plus more about PPC from yesterday's e-mail to members (posted with permission):
Helpful recap/info from the call with David Solie:
David Solie shared his insights and wisdom on the topics of geriatric and intergenerational communication and the impacts of the recent financial crisis on the boomer population. He provided us with information on how to effectively establish a powerful psychological and emotional connection with clients early on in the conversation. It is imperative to establish this
meaningful relationship and what he calls an agenda based rapport that resonates deeply with the client. Please find the Boomer Road Map that David referred to during the call attached.
Other important points from David’s call:
- The boomer population, or middle aged adults, are experiencing the highest level of involuntary burden transfer in history. In order to best serve clients in the boomer population it is imperative that we relay an appreciation for and an ability to understand these often overwhelming issues. David uses developmental framing to accomplish this.
- David speaks about the developmental tasks related to second half of life clients and the opportunity for advisors to assist clients with maintaining stability against the multitude of currents and instabilities that they are faced with. David promotes the use of a Stability Survey that addresses six main topics in the intentional order of health, family, friends, career, dreams and finances.
Book of the Week. “How To Say It To Seniors: Closing the Communication Gap with Our Elders” by David Solie. David will be sending us several other book recommendations that we will be forwarding on to the Collaboration as well.
PPC Call Schedule:
Please join us next week, Tuesday, April 27th at Noon EDT with Thought Leader John A Warnick. The topic of this call will be “Guidelights and Guidelines -- How to Integrate Wisdom and Intent into a Purposeful Trust”. Also, please join us for the Collaboratory call that we will host every Wednesday at 11am EDT. Note: You will be able to use the same telephone and PIN number for all of our regularly scheduled PPC Calls (Tuesdays at Noon EDT and Wednesdays at 11am EDT).
And the Purposeful Quote that kicked off the call:
“The finest gift you can give anyone is encouragement. Yet, almost no one gets the encouragement they need to grow to their full potential. If everyone received the encouragement they need to grow, the genius in most everyone would blossom…We would have more than one Einstein, Edison, Schweitzer, Mother Theresa, Dr. Salk and other great minds in a century.”—Sidney Madwed
I do hope some of you join PPC, a group of people who are both innovative and client-centered.
Here are my previous posts about David Solie: