Purposeful Planning Podcast

Author: Purposeful Planning Institute

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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Language: en

Genres: Business, Entrepreneurship, Non-Profit

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A System's Lens Through a System's Journey Part 2: The Power of Talking about our Mistakes
Episode 52
Tuesday, 31 March, 2026

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.