Courtney Pullen is the President of the Pullen Consulting Group and Chief Learning Officer at Matter Family Office. With over 25 years of experience in coaching, leadership development, and family dynamics, Courtney is also the author of Intentional Wealth and a lifelong learner dedicated to family systems and human development.
Episode Overview: In this episode, Courtney Pullen shares insights from his vast experience in family coaching, focusing on the unique dynamics of families with significant wealth. He discusses the importance of purpose, meaning, and self-worth, independent of financial wealth, and explores strategies for thriving both as individuals and within family systems.
Key Discussion Points:
Purpose Beyond Wealth: Courtney emphasizes that living a rich and meaningful life is not about financial wealth but about making contributions that matter on a deep level. He highlights the importance of focusing on individual purpose, even within the context of a wealthy family.
Navigating Family Dynamics: Drawing from personal experiences and professional expertise, Courtney explains the challenges of managing blended family dynamics and the transition into later stages of his career. He offers a perspective on how to remain intentional about personal growth during times of transitions
Redefining Success: Courtney reflects on his evolving definition of success, moving away from external validation and ego, toward living more authentically and focusing on what truly nourishes the soul.
Industry Insights: A recurring theme in the conversation is Courtney’s call for the wealth advisory industry to focus more on the human side of family systems. He discusses how the financial industry often neglects personal growth and emotional well-being, which can create a missed opportunity for true thriving.
The Role of Advisors: Courtney stresses the importance of advisors not just managing finances but also supporting the emotional and personal development of families. He highlights the need for collaboration between technical financial advisors and specialists in family dynamics.
Key Quotes:
- "Having a rich and meaningful life is not related to dollars; it's about meaning at a deep level." — Courtney Pullen.
- "Our net worth is not our self-worth." — Courtney Pullen.
- "Money is neutral, but it can magnify the existing roles and dynamics within a family system." — Courtney Pullen.
Actionable Takeaways:
- Explore Your Purpose: Courtney encourages rising generations in wealthy families to focus on their individual contributions and seek purpose beyond the family’s financial success.
- Embrace Vulnerability: He advocates for open, honest conversations within family systems to address emotional challenges and foster personal growth.
- Collaborate with Advisors: Family offices and advisors are encouraged to engage specialists in human dynamics to better support families beyond financial management.
Connect with Courtney Pullen:
- LinkedIn: Courtney Pullen
- Book: Intentional Wealth
Join the Enclave Community:
Popular Podcasts
Amy Robach & T.J. Holmes present: Aubrey O’Day, Covering the Diddy Trial
Introducing… Aubrey O’Day Diddy’s former protege, television personality, platinum selling music artist, Danity Kane alum Aubrey O’Day joins veteran journalists Amy Robach and TJ Holmes to provide a unique perspective on the trial that has captivated the attention of the nation. Join them throughout the trial as they discuss, debate, and dissect every detail, every aspect of the proceedings. Aubrey will offer her opinions and expertise, as only she is qualified to do given her first-hand knowledge. From her days on Making the Band, as she emerged as the breakout star, the truth of the situation would be the opposite of the glitz and glamour. Listen throughout every minute of the trial, for this exclusive coverage. Amy Robach and TJ Holmes present Aubrey O’Day, Covering the Diddy Trial, an iHeartRadio podcast.
Betrayal: Season 4
Karoline Borega married a man of honor – a respected Colorado Springs Police officer. She knew there would be sacrifices to accommodate her husband’s career. But she had no idea that he was using his badge to fool everyone. This season, we expose a man who swore two sacred oaths—one to his badge, one to his bride—and broke them both. We follow Karoline as she questions everything she thought she knew about her partner of over 20 years. And make sure to check out Seasons 1-3 of Betrayal, along with Betrayal Weekly Season 1.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.