Purposeful Planning Podcast

Purposeful Planning Institute
Purposeful Planning Podcast

The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business. Our content offers practical tips and advice for advisors and consultants serving families navigating the challenges of wealth and well-being.

  1. Addiction Recovery Services for UHNW Families

    11/01/2024

    Addiction Recovery Services for UHNW Families

    Steve Legler and John Campbell discuss the prevalence of addiction issues that seem to show up in many families that PPI members serve. It can be a very tricky area for advisors, and Steve and John talk about that and how advisors can position themselves as a resource and referral source for such families when the time arises.   BIOGRAPHY   Born and raised in Dallas, Texas, John struggled with drug and alcohol addiction at an early age. He is proud to say that through the process of attending the right treatment center and residing in sober living, he has maintained sobriety since 2008. John’s caring and compassionate nature led him to seek a career in the helping profession, so he accepted a position as an overnight technician at a treatment center in 2009. This launched him into an academic and career path focused on helping those and their families impacted by addiction and mental health issues.   John completed his Bachelor of Arts degree from Southeastern Louisiana University, followed by his Masters of Science degree in Social Work at Louisiana State University. John previously served as Clinical Director at Powerhouse Services in Baton Rouge, Louisiana, where he was employed for close to a decade. He also has previous experience as a Social Work Case Manager at St. Clare Psychiatric Hospital. While working in these various roles, John gained extensive knowledge and experience working with individuals battling addiction and families struggling with codependency.   Today, John Campbell is a Licensed Clinical Social Worker, Licensed Chemical Dependency Counselor, Certified in Brainspotting, and trained in Psychodrama and Experiential work. John’s experience overcoming his addiction and working in several different treatment settings drove him to join the ownership team that founded Casa Colina Treatment Center in 2017.During his time as owner and CEO of Casa Colina, John has had the privilege of being connected to like-minded professionals and treatment facilities across the country for addiction and mental health disorders. These connections have allowed John to help numerous individuals and families find the path to freedom and recovery. This passion drove John to look for other ways to help individuals and families in the Dallas area. The result is John decided to establish Campbell Recovery Services in 2022. Campbell Recovery Services will allow John to use his skills as a clinician to help those find the same opportunities in recovery that he was given.   John currently resides in Dallas with his wife Ashley of nearly two years and their two dogs, Rambo and Stella. Outside of Casa Colina and Campbell Recovery Services, John enjoys rooting for his two favorite football teams, the LSU Tigers and Dallas Cowboys. John also loves working out, and lifting weights, and can oftentimes be found on a golf course.

    27 min
  2. Guiding Clients Toward True Prosperity: Beyond Financial Advice, a Journey into Client Behavior

    06/12/2024

    Guiding Clients Toward True Prosperity: Beyond Financial Advice, a Journey into Client Behavior

    Join us for another exciting webinar hosted by Dean of Individual Development at PPI, Melissa Mitchell-Blitch with guest speaker, Danielle Howard.  This session will explore the imperative transformation needed in the financial services industry, focusing on fostering healthier client relationships with money.  It will highlight the impact of money mindsets on financial beliefs and behaviors and discuss exercises to enhance awareness and shift these mindsets. Participants will learn about the limitations of traditional financial planning and the importance of understanding one’s identity, processes, and outcomes to cultivate a positive financial life. The session will also cover self-reflection techniques to explore and improve one’s relationship with money, offering practical tools and resources for deeper insight.    BIOGRAPHY Danielle Howard is a Certified Financial Planner®, author, speaker and personal finance thought leader. Her 27 years of client engagement and financial world experience has led her to become a catalyst for change around the financial tools, techniques and temperaments that construct a person’s financial life. Understanding the integrations and implications of a whole-life perspective on money mindsets and financial decisions, she guides people on the progressive journey of financial wellness. Bridging the gap between Wall Street and Main Street, she brings complex financial topics and concepts down to earth. She opens the door to new conversations around money, breaking down the taboo topics of the past to engage, educate, encourage her audiences.

    25 min

Ratings & Reviews

5
out of 5
6 Ratings

About

The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business. Our content offers practical tips and advice for advisors and consultants serving families navigating the challenges of wealth and well-being.

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