Podcast appearances and mentions of John A Warnick

“Generativity is the human impulse to nurture, to do good things for the next generation and to see myself, my life, in a sense, being extended through the possibilities in my children and grandchildren.” Today, in conjunction with the James E Hughes Jr. Foundation, I'd like to present my interview with one of Jay's longtime collaborators John A. Warnick.  John A., as he is known, is the founder of the Purposeful Planning Institute, which trains lawyers, financial planners, trustees, and wealth managers to work with clients on their planning that is congruent with their core values and vision.  He was a long-time trusts and estates lawyer himself in Colorado with the firm Holme Roberts and Owen, where he chaired the Private Clients Services Group.  He left the firm and began collaborating with Jay Hughes and Tim Belber, and began to focus on ensuring that the affluence of his clients was a positive force in the lives of their following generations.  John A received his bachelor's magna cum laude from Brigham Young University and his JD from George Washington University with honors. Please enjoy my interview with John A Warnick. Purposeful Planning Institute:  https://purposefulplanninginstitute.com NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening. Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.  FOLLOW JOE: https://twitter.com/joereillyjr WEBSITE: https://www.circulus.co/ PRIVATE CAPITAL PODCAST:   https://podcasts.apple.com/us/podcast/private-capital/id1644526501 Thanks for listening.  If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts.  We appreciate it. ©2024 Joe Reilly

Today we are speaking with Gunther Weil.   Gunther has known some of the 20th century's most interesting psychologists including Carl Rogers, Abraham Maslow, Gordon Allport, Timothy Leary and Henry Murray as well as such names as Tony Robbins and Eckhart Tolle.  We talk about them, his journey in and out of the psychedelic world, and his later work with Jay Hughes and John A Warnick at the Purposeful Planning Institute, where he was their longtime Dean of Values.  Gunther is a deeply thoughtful guest and his reflections on life, values, transcendence, grace and his own experiences of the various insightful communities he was involved in over the years. Gunther M. Weil, Ph.D. is the founder and CEO of Value Mentors.  He is an organizational consultant, family advisor, executive coach, educator, and psychologist. For the past 35 years, he has provided wise guidance to senior executives, family businesses, and for-profit and non-profit organizations in the areas of values-based leadership and organizational culture, innovation, team building, strategic planning, conflict resolution, and executive wellness.  Weil earned his doctorate from Harvard University in 1965 and served as a Fulbright Scholar in Oslo, Norway. His early professional mentors included Carl Rogers, the creator of Client-Centered Psychotherapy, Arne Naess, the founder of Deep Ecology, and Abraham Maslow, the father of Humanistic Psychology.  He is also a 40-year practitioner of Tai Chi Chuan and Master Instructor of Qi Gong. NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening. WEBSITE:  ValueMentors:  https://valuementors.com Names and Concepts Mentioned in the Podcast: Gordon Allport:  https://en.wikipedia.org/wiki/Gordon_Allport Willem Nyland:  https://www.gurdjieff.org/nyland.htm Ralph Metzner:  https://en.wikipedia.org/wiki/Ralph_Metzner George Kelly:  https://en.wikipedia.org/wiki/George_Kelly_(psychologist) Frank X. Baron:  https://en.wikipedia.org/wiki/Frank_Barron_(psychologist) Milton Erickson:  https://en.wikipedia.org/wiki/Milton_H._Erickson Arne Ness: https://en.wikipedia.org/wiki/Arne_Næss George Gurdjieff:  https://en.wikipedia.org/wiki/George_Gurdjieff PPI/John A Warnick:  https://purposefulplanninginstitute.com/john-a-warnick/ Jay Hughes:  https://jehjf.org David McClelland:  https://en.wikipedia.org/wiki/David_McClelland Henry Murray:  https://en.wikipedia.org/wiki/Henry_Murray Milton Rokeach:  https://en.wikipedia.org/wiki/Milton_Rokeach Carl Rogers:  https://en.wikipedia.org/wiki/Carl_Rogers Abraham Maslow:  https://en.wikipedia.org/wiki/Abraham_Maslow Eckhart Tolle:  https://en.wikipedia.org/wiki/Eckhart_Tolle Jacob Needleman The American Soul:  http://www.jacobneedleman.com/the-american-soul TAT - Thematic Aptitude Test:  https://en.wikipedia.org/wiki/Thematic_apperception_test NLP Neurolinguistic Programming:  https://en.wikipedia.org/wiki/Neuro-linguistic_programming Concord Prison Project:  https://en.wikipedia.org/wiki/Concord_Prison_Experiment Good Friday Experiment:  https://en.wikipedia.org/wiki/Marsh_Chapel_Experiment Walter Pahnke:  https://en.wikipedia.org/wiki/Walter_Pahnke Harry Harlow Attachment in Chimps:  https://www.simplypsychology.org/harlow-monkey.html Konrad Lorenz Imprinting:  https://www.simplypsychology.org/konrad-lorenz.html Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.  FOLLOW JOE: https://twitter.com/joereillyjr WEBSITE: https://www.circulus.co/ PRIVATE CAPITAL PODCAST:   https://podcasts.apple.com/us/podcast/private-capital/id1644526501 Thanks for listening.  If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts.  We appreciate it. ©2023 Joe Reilly

“John A” Warnick describes himself as a recovering tax attorney and family wealth counselor. John A and I talk about his professional journey, the founding of the Purposeful Planning Institute, PPI, and serendipity.  You can reach John A here: johna@purposefulplanninginstitute.com or 720.458.7770. You can learn more about PPI here: https://purposefulplanninginstitute.com/ Do you have comments or suggestions about a topic or guest? An idea or question about conflict management or conflict resolution? Let me know at jb@dovetailresolutions.com! And you can learn more about me and my work as a mediator and a Certified CINERGY® Conflict Coach at www.dovetailresolutions.com and https://www.linkedin.com/in/janebeddall/.Enjoy the show for free on your favorite podcast app or on the podcast website: https://craftingsolutionstoconflict.com/And you can follow us on Twitter @conflictsolving.  

Introduction Welcome to Let's Talk Family Enterprise, a podcast that explores the ideas, concepts and models that best serve Family Enterprise Advisors in supporting their clients.   All views, information and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Description Host Steve Legler speaks with guest John A. Warnick, founder and head of the Purposeful Planning Institute. Together they cover how the institute came into being, the importance of collaboration, the natural fit that many FEA's feel with that network and the future of the movement to more family-centric advice and planning.   Guest bio John A. Warnick is the founder of the Purposeful Planning Institute and Family Wealth Transitions & Solutions.   He finds immense fulfillment in educating and training children, adolescents and emerging adults in financial literacy, philanthropic service and holistic family wealth principles. He is currently serving as co-editor of a book on best practices for trusts and is also working on two other books entitled, The Gift of You and The Purposeful Trust Handbook.   Mr. Warnick received a BA magna cum laude from Brigham Young University and his JD from George Washington University with honors.   You can find out more about John A. Warnick on the Purposeful Planning Institute website and on his LinkedIn.   Key Takeaways [0:35] Steve Legler welcomes John A. Warnick and invites him to correct or add anything to his introduction.   [3:22] Mr. Warnick touches on how he came to land on the moniker “Purposeful Planning.” He shares how his views on family planning evolved and the importance of being more reflective for both clients and advisors.   [9:04] Walking the purposeful road was helped by quite a few mentors along the way, Mr. Warnick speaks to the foundational influences he's benefited from and shares how he met James E. Hughes.   [16:48] The purposeful planning movement is progressing; John A. Warnick talks about how he sees the future taking shape collaboratively; Steve and John discuss multidisciplinary fluency.   [26:09] Mr. Warnick talks about the synergy between FEA, Family Enterprise Canada and PPI, and how this overlap is expanding the library of best practices.   [31:50] John A. Warnick shares his book recommendations as well as his one piece of advice from an advisor to other advisors. [36:17] Steve thanks John for joining the podcast and sharing his experience and expertise with the audience. Listeners, please subscribe!   Share your thoughts with us at fea@familyenterprise.ca   Mentioned in this episode The Let's Talk Family Enterprise podcast is brought to you by Family Enterprise Canada.Family Enterprise Advisor designation (FEA) James E. Hughes Jr.   Books: Family Wealth — Keeping It in the Family: How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations, by James E. Hughes Jr. The 7 Habits of Highly Effective Families: Building a Beautiful Family Culture in a Turbulent World, by Steven R. Covey Time to Think: Listening to Ignite the Human Mind, by Nancy Kline More Time to Think: A Way of Being in the World, by Nancy Kline   More about Family Enterprise Canada Family Enterprise Canada (FEC) FEC on Facebook FEC on Twitter FEC on LinkedIn

: Embracing collaboration, creativity, and compassion allows us to handle conflict more effectively. The Purposeful Planning Institute (PPI) held its annual Rendezvous in Denver, Colorado last week. In a keynote address, founder John A. Warnick spoke of the value of Collaboration, Creativity, and Compassion as cornerstones of the work that PPI members do. Those three ideas can also be effective tools, taken together, for addressing conflict effectively. You can learn more about PPI at www.purposefulplanninginstitute.com. Do you have comments or suggestions about a topic or guest? An idea or question about conflict management or conflict resolution? Let me know at jb@dovetailresolutions.com! And you can learn more about me and my work as a mediator and a Certified CINERGY® Conflict Coach at www.dovetailresolutions.com and https://www.linkedin.com/in/janebeddall/.

A few questions about ‘philanthropy’? Is it about giving away all the cash when I die? NO Can I be a philanthropist without a seven-figure estate? YES Are the money guys changing to care about what I want? YUP, SOME ARE. John A. Warnick is the founder of the Purposeful Planning Institute. He says they’re creating a revolution in the way they work with you, your money… and your ‘story’. The money guys are catching up. They’re learning they need to understand your story so they can organize your philanthropy, so you can build the legacies that are meaningful to you. A scholarship… swings in the park… an international charity.....a special keepsake for the library. Ready to say hello to your angels and heroes?

In this episode, Josh speaks with attorney John A. Warnick, the founder of the Purposeful Planning Institute. John explains the purposeful trust and the difference between it and other types of trusts.

In this session you will learn about: Three things owners can do to start the exit planning (succession planning) process; The best pre-sale-tax and estate planning opportunities; How can people prepare emotionally and financially to go from wealth accumulation to wealth utilization; Tax strategies that the wealthy are using right now; and The most important … Continue reading John A. Warnick, Esq. – Trust Expert →