Guest Speaker: Courtney Pullen, MA, President of the Pullen Consulting Group, PPI Fellow
Host: John A. Warnick, Esq., Founder of Purposeful Planning Institute
Description: Join PPI Fellow Courtney Pullen for a conversation to identify your hidden barriers, explore what persona blocks your potential, find ways to describe your authentic self, and identify what work brings you the most joy. This webinar will expand on the points Courtney shared with the PPI community during the 2021 RendeZoom.
Courtney Pullen M.A. is the President of The Pullen Consulting Group. He has more than 25 years of experience in individual and family coaching, business and management consulting, leadership development, communication and team building.
Courtney received his graduate degree in Psychology from the University of Northern Colorado in 1983. He was a Clinical Associate at the School of Professional Psychology at the University of Denver and an Adjunct Professor at the University of Colorado at Denver. Courtney also spent 17 years as a Senior Consultant with Conversant, a communication and collaboration consulting firm to Fortune 100 Companies.
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 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 also a graduate of the Newfield coaching program.
He has spoken at regional and national conference of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Investment Management Consultants Association, (IMCA), and Young Presidents’ Organization (YPO), as well as estate planning symposiums and family foundation conferences.
His primary focus is as a consultant to financial services firms and affluent families. He recently published Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health. He is also on CPWA faculty at the University of Chicago Booth School of Business.
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