Why Advisors Need Their Own Medicine Too - Episode 10
Update: 2025-09-17
Description
This week we are discussing Purposeful Planning Institute's Rendezvous Event where advisors find more than insights - they find authentic spaces to grow, reflect, and build confidence alongside peers. Vincent Valeri, MBM, FEA, and Kristen Heaney explore why safe spaces and positive peer pressure are essential for both advisors and the families they serve.
Jim Grubman, Nathan Dungan, Lindsay Hardie, PhD, In Three Generations, LLC
Purposeful Planning Institute: https://purposefulplanninginstitute.com/
Follow Kristen: https://www.linkedin.com/company/legacy-coaching-llc/
Follow Vincent: https://www.linkedin.com/in/vincentvaleri/
Watch Us On YouTube: https://www.youtube.com/@TheFamilyWealthEdge
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