Breakout Session 01: Family Leadership And Governance

Dr. Crace will explore the promises and pitfalls of values-based living from both a personal and family perspective. While research links values to flourishing, there has been little discussion of how values can unintentionally get in the way of our productivity. This workshop will examine these issues and outline a process called “dynamic blueprinting” that can lead advisors on an individual exploration of how to transition from fear-based excellence into achieving authentic excellence. Included will be techniques for getting beyond the “plateau effect” of being “stuck at good” and how to develop an “expressive mindset” to lead toward improving productivity with fulfillment and resilience.

As one of the highest rated seminars presented exclusively for family members at the 2014 FOX Fall Forum, Dr. Crace has agreed to re-cast his innovative and actionable insight to meet the unique needs of individuals serving in the role of the family wealth advisor.