Latest Episodes
26
Cultivating Belonging & Trust Through Filmmaking
A conversation about how to create a greater sense of belonging, trust, and empathy within our own families, the families we work with, and...
24
Which Form Should Your Content Take?
Description: There are a myriad of ways to influence your ideal audience. Every coach, consultant,wealth advisor, or attorney serves their specific clients as well...
23
Choosing the Right Team
In this episode, we delve into a crucial aspect of philanthropy: choosing the right team of advisors. Join us for a thought-provoking conversation with...
24
Philanthropy is a Team Sport
Janell Turner, a seasoned Senior Philanthropy Advisor at Phila Engaged Giving, will share insights into the dynamic interplay between philanthropy advisors and financial professionals. ...
23
Preserving Your Legacy
Guest Speaker: Karen Corbitt, Founder, Generational Story Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Description: Karen Corbitt, Founder of Generational Story, joins...
22
What Does Love Have to Do with Serving Clients?
Advisors are commonly asked to have a distinct value proposition that they can share with their clients and prospective clients. Most focus on serving...