What role do mistakes play in effective advising—and how can they become a catalyst for deeper learning and better outcomes? In this episode of the Purposeful Planning Podcast, Kathy Wiseman and Natalie McVeigh explore how missteps in systems work, client referrals, and family meetings can serve as powerful opportunities for growth. Kathy shares her personal journey of reframing mistakes, emphasizing transparency, clarity, and the importance of helping clients build their own problem-solving capacity rather than over-functioning as advisors. Together, they discuss creative approaches to engaging families—from experiential exercises to rethinking meeting dynamics—and offer a fresh perspective on what defines success: not perfection, but the creation of curiosity, openness, and possibility within complex family systems.

Philanthropic advising is evolving from an informal add-on to a distinct and emerging profession. In this episode of the Purposeful Planning Podcast, host Joseph Brooks sits down with Dien Yuen, CEO of Daylight, and Marguerite Griffin of Northern Trust to explore the growing field of philanthropic advising. Together, they discuss what modern philanthropic advisors actually do, the core competencies required for excellence, and the work underway to professionalize the field through research, credentialing, and community-building. From values-centered planning and family dynamics to AI, risk management, and the future of impact, this conversation offers a thoughtful look at how advisors can unlock philanthropic capital and help families translate purpose into meaningful, sustainable social impact.

In this episode of the Purposeful Planning Podcast, the husband-and-wife team of Sean and Jill Maher share how their interdisciplinary approach transforms outcomes for families and business owners. The goal of this conversation is to provide insights to fellow advisors, attorneys, and family office professionals about how imbedding relational connection into the financial planning process leads to more meaningful results.
Sean Maher is a financial planner, and Jill Maher is a clinical mental health counselor. Through real client stories, practical tools, and candid reflections, Sean and Jill provide perspectives on why financial planning must include both technical precision and emotional clarity.