Bob DePasquale joins us today to share how he helps families plan financial goals that incorporate great giving strategies. Bob’s strategy is not just about buying that yacht, but it's also about doing good in the world.

Bob, shares what led him to want to do business that will initiate impact, and the tools and tricks, and tips he gives clients to help them both plan for their financial wealth and be good in the world.

{You can hear the full episode on Monday, September 11th}