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Leadership & Business Coaching
Professional Services Firms
Intentional Wealth
Resources
- Updates and Events
- Library

Updates and Events

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Updates and Events

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2022

Understanding Your Wealth Integration Journey

Estate Planning – Intentional Wealth

2021

Family Dynamics after COVID

Financial Parenting

Addressing the Unique Needs of the Affluent Family

Unblocking What’s Waiting for You: Discovering and Overcoming What Holds us Back from Developing New Capabilities

Closing the Performance Gap; Building Resilience

Purposeful Pivots II

2020

Navigating family dynamics: Multigenerational wealth

Crafting a Family Mission Statement

Unblocking What’s Waiting For You: Discovering & Overcoming What Holds Us Back From Developing New Capabilities

Listening and What to do With What you Hear

What to Do if You ‘Care’ More than Your Client Does

The 10 Percent

Facilitation: Purposeful Shifts

Listening and What to do with What You Hear

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2019

Intentional Wealth: Family Wealth Dynamics

Re-Establishing Trust in Families

The New Normal: How to Serve the Redefined Family

Re-establishing Trust in the Advisory Relationship

Intentional Wealth: What Planners can do to Support the Legacy of their Clients

Developing an Outward Mindset in Business & Life with Eric Kies

Executive Presence

2018

Examining the Sacred Cows of Financial Planning

Examining the Sacred Cows of Financial Planning

How a Family Office can Support a Learning Mindset

The Challenges of Succession Planning

A Unique Approach to Working with Families

Leadership Presence

Civil Conversations in Uncivil Times

Intentional Wealth: What Planners can do to Support the Legacy of their Clients

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2017

Examining the Sacred Cows of Financial Planning

The Bulletproof Wealth Holder Family

Develop the Skills for Discovery Conversations

Supporting Resiliency in the Rising Generation

Deliberately Developmental Families

Best Practices of Successful Families The Rising Generation

2016

Succession Planning: Why Does it Seem so Hard & What to do About It

Philanthropic Safe Zone: Building Intergenerational Trust

Best Practices of Successful Families

Applying Best Practices of Legacy Families to the Mass Affluent

The Challenges of Collaboration

Listening and What to do With What you Hear

The Unique Challenges of Working with Affluent Families

Family Dynamics

2015

Behavioral Finance

Financial Parenting & Grandparenting: How to Leave More Than Money

Facilitating Effective Communications Across Generations

Building a Legacy of Stewardship & Financial Health

Serving the Affluent Family

How to Think and Communicate Like a Leader

Becoming a Communication Catalyst

The Evolving Role of Advisors in Addressing the Needs of the Affluent Family

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2014

The Advisor’s Role in Developing Best Practices for Affluent Families

Intentional Wealth: How Families Build Legacies of Stewardship & Financial Health

Intentional Wealth: How Families Build Legacies of Stewardship & Financial Health

Family Dynamics & Legacy Planning

Building Listening Awareness

2013

Anatomy of Peace

Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health

Financial Parenting and Grand parenting: How to Leave More Than Money

How Flourishing Families Build Legacies of Stewardship and Financial Health

Effective Communication in the Face of Conflict

2012

Coaching Skills for Advisors

Navigating the Realities of Complex Relationships within Families of Wealth

he Impact of Financial Transitions on Families

Re-establishing Trust in the Advisory Relationship

Philanthropy and Heirs: How to Have Fun, Involve Your Family and Help Make a Difference in the World

How to Think and Communicate Like a Leader

4099 Field Drive, Wheat Ridge, CO 80033

Phone: 303.420.2908

Email: courtney@pullenconsulting.com

LIVING A RICH LIFE

How to Eliminate Entitlement
Not Guilt. Gratitude
What Is True Stewardship?

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