My Niche in PPI
My whole career has been in the field of mental health. For many years I worked as a therapist in a public agency and then as a solo practitioner in my own private practice. Gradually my role evolved to become focused on the next generation of therapists as a supervisor, therapist for therapists and a college professor in Social Work and Marriage and Family Therapy. More and more I saw this role as one of giving back, making a contribution of good therapists to the world for future people needing help.
Four years ago I was invited into PPI as a Bowen therapist. At first, I did not understand how I fit as a therapist in this organization of financial advisors working with very wealthy clients. As I began to understand the mission of this unique organization and to develop relationships with members in this community, I began to understand my niche in it.
As you can see from PPI’s website, their humanistic mission is to help financial advisors help their client families conserve their wealth so they can use it for the betterment of society. As a consequence, PPI is very focused on the success of the next generations for the benefit of everyone.
As I began to recognize this common purpose between PPI’s mission and my own as a therapist, I realized that my work with PPI was based in the same humanistic vision. But this was not just a parallel congruence, because Bowen theory is the link between the two. Bowen theory is a theory about living systems, including the human, that explains how these systems operate, and provides a way for human to improve their functioning through work on the self. And, because Bowen theory is a systems theory based in evolution, the systemic perspective is the large one focused on patterns of functioning over multiple generations.
That has been the foundation and the hallmark of my work over my whole career. And now as PPI members discover Bowen theory, they realize it can be very helpful in their work as advisors with families and themselves personally. So, as I work to help PPI members understand Bowen theory, I am actually engaged in the same effort for the same humanistic purpose which is the same as my work in the mental health world, but now in the financial domain.
I now understand that my work with PPI has provided an important new opportunity to expand and deepen my overall efforts to make a contribution, specifically through Bowen theory.
My whole career has been in the field of mental health. For many years I worked as a therapist in a public agency and then as a solo practitioner in my own private practice. Gradually my role evolved to become focused on the next generation of therapists as a supervisor, therapist for therapists and a college professor in Social Work and Marriage and Family Therapy. More and more I saw this role as one of giving back, making a contribution of good therapists to the world for future people needing help.
Four years ago I was invited into PPI as a Bowen therapist. At first, I did not understand how I fit as a therapist in this organization of financial advisors working with very wealthy clients. As I began to understand the mission of this unique organization and to develop relationships with members in this community, I began to understand my niche in it.
As you can see from PPI’s website, their humanistic mission is to help financial advisors help their client families conserve their wealth so they can use it for the betterment of society. As a consequence, PPI is very focused on the success of the next generations for the benefit of everyone.
As I began to recognize this common purpose between PPI’s mission and my own as a therapist, I realized that my work with PPI was based in the same humanistic vision. But this was not just a parallel congruence, because Bowen theory is the link between the two. Bowen theory is a theory about living systems, including the human, that explains how these systems operate, and provides a way for human to improve their functioning through work on the self. And, because Bowen theory is a systems theory based in evolution, the systemic perspective is the large one focused on patterns of functioning over multiple generations.
That has been the foundation and the hallmark of my work over my whole career. And now as PPI members discover Bowen theory, they realize it can be very helpful in their work as advisors with families and themselves personally. So, as I work to help PPI members understand Bowen theory, I am actually engaged in the same effort for the same humanistic purpose which is the same as my work in the mental health world, but now in the financial domain.
I now understand that my work with PPI has provided an important new opportunity to expand and deepen my overall efforts to make a contribution, specifically through Bowen theory.