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.Purposeful Planning Institute: https://purposefulplanninginstitute.com/
Chapters
00:00 Introduction to Rendezvous and PPI
03:08 Personal Growth and Learning at Rendezvous
05:58 The Importance of Data in Client Interventions
08:55 Empathy in Family Dynamics and Marrying into Wealth
