President of the Pullen Consulting Group
On-Demand Session 4:
COVID-19 has brought its share of pain, loss and heartache along with a new awareness of health, well-being and the necessity for long term planning for families. This awareness has the potential to create opportunities and a demand for advisors who have the skills to manage such transitions and complexity. In this workshop we will discuss how to meet families where they are and ultimately what they are looking for.
Courtney Pullen has more than 25 years of experience as an innovative leader in family wealth consulting. Pullen specializes in working with affluent families by tackling the complexity of wealth. He helps the family and its individual members thrive through values retreats, family meetings, leadership and succession trainings as well as individual coaching. He brings forth his training as a psychotherapist, business and organizational consultant, and pioneer of wealth psychology and blends these modalities into a powerful model to support the family business or the family enterprise. Pullen has lectured frequently, conducted numerous workshops and been published in the areas of individual and organizational change, behavioral finance, communication, and family wealth dynamics. He is the author of Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health. He is a former contributing editor to the Journal of Financial Planning and the Journal of Practical Estate Planning and is a faculty member of the Sudden Money Institute; he is on CPWA® faculty at the University of Chicago Booth School of Business. Pullen has been interviewed and quoted by numerous publications including the Wall Street Journal, Barron’s, Atlantic Trust: The Advisor, and Bloomberg Businessweek. He is also a graduate of the Newfield coaching program. He has spoken at regional and national conferences of the Financial Planning Association, National Association of Personal Financial Advisors, Investments & Wealth Institute, and Young Presidents’ Organization as well as estate planning symposiums and family foundation conferences.
Editor to the Journal of Financial Planning and the Journal of Practical Estate Planning
Spoken for Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Investment Management Consultants Association, (IMCA), and Young Presidents’ Organization (YPO)
Click Above to see a sneak peak of Courtney Pullen giving wealth advice