Amy Blackwell: Discover Purpose-Driven Wealth Management

Meet the brilliant mind behind Amy Blackwell as we delve into an insightful interview, getting to know Amy on both personal and professional levels. From her experience at PCD events to her work with private wealth advisors, we gain a deeper understanding of her business and the clients she works with. She emphasises the importance of defining purpose for wealthy families and shares her unique approach to helping clients understand their values and shape their future. Join us for an inspiring conversation on purpose-driven wealth management. Don't forget to hit the subscribe button for more great content like this! 00:00 Interview with Amy Blackwell, Founder of Amy Blackwell 00:17 Do you enjoy coming along to PCD events? 00:28 What type of private wealth advisors do you come into contact with the most in your business? 01:18 Why do you believe it is crucial for wealthy families to have a defined purpose? 03:10 How do you approach having conversations with clients to define their narrative, understand their past, and derive their values to shape their future? 04:26 What do you believe are the benefits and outcomes for those who are actively working to define their purpose through these processes? 06:27 What type of clients do you find tend to engage in this narrative around purpose? 07:54 How do you navigate the world of giving, aligning your purpose with meaningful philanthropy through different causes and contributions of time and resources? 09:34 Do you observe differences in the UK in terms of philanthropy and business owners versus the U.S.? 11:53 Do professionals sometimes rush into tax or legal structuring without facilitating family dialogues and defining objectives? 14:20 What are some of the trigger points that initiate these conversations regarding family wealth and planning? 16:51 How do philanthropy and impactful projects bring joy and fulfilment to wealthy individuals who seemingly have everything they could want, as you observe in your role as an advisor? 18:34 Do innovative impact-focused and ESG investments contribute to the fulfilment experienced through philanthropy and impactful projects? Youtube Links: ▶ FOLLOW US HERE INSTAGRAM: https://www.instagram.com/pcdclub/ TIKTOK: https://www.tiktok.com/@pcd.club FACEBOOK: https://www.facebook.com/ClubPCD/ LINKEDIN: https://www.linkedin.com/showcase/hnw-advisor/ TWITTER: https://twitter.com/clubpcd/ #WealthManagement #PrivateWealthAdvisors #PCDevents #FinancialAdvisor #FinancialPlanning