Getting “Buy-In” to Develop a Collaborative TeamGetting “Buy-In” to Develop a Collaborative Team

http://www.advisorconsultinggroup.com/

David Holaday has over 25 years experience as a financial consultant. He is the founder and Managing Member of Wealth Design Consultants, LLC, which offers case design, analysis, and presentation services to organizations and individuals that serve high new worth clients.

Clients of the firm include lawyers, financial advisors, family offices and charities. He has a national reputation for developing unique and comprehensive solutions for complex family situations and often collaborates with the client’s existing tax, legal, insurance, and investment advisors. Previously he co-founded and later sold The Wealth Design Center (a technology, training, and consulting firm) to a publicly traded company.

Dave also served as Director of Intellectual Property at Renaissance Inc., an Indianapolis-based provider of charitable consulting and trust administration services.

http://purposefulplanninginstitute.com/index.html

John (“John A”) Warnick is the founder of the Purposeful Planning Institute and Family Wealth Transitions & Solutions in Denver.

John A balances his enthusiasm for tax savings with in-depth discovery and purposeful questions to insure the planning is congruent with his client’s core values.  He delivers workshops across the nation for estate planning attorneys and financial planners sharing the six paradigms of Purposeful Planning and the Seven Keys Of The Purposeful Trust (View Video).

He spends a considerable amount of his time facilitating family retreats and providing wealth counseling, fiduciary and philanthropic consulting services. He finds immense fulfillment in educating and training children, adolescents and emerging adults in financial literacy, philanthropic service, and holistic family wealth principles.

He was the author of two BNA (Bureau of National Affairs) Tax Management portfolios.  He co-authored “Selecting a Trust Situs in the 21st Century” which was published in the March/April 2002 issue of Probate and Property.  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.

Prior to launching his own business, John A was a partner in the Denver office of Holme Roberts & Owen LLP for almost eleven years after practicing in Nevada and Wyoming previously.