Philanthropic Advising is a thing! Philanthropic Advisors provide critical resources to professional advisors and their clients. Join us in this episode of "Looking Forward. Giving Back." as we welcome Stephanie Ellis Smith, Philanthropic Advisor and Founder of Phila Engaged Giving. Stepahanie shares all the ways philanthropic advisors can help attorneys, financial managers, and accountants strengthen their relationships with clients, and can play an important role in helping you become the most trusted advisor in your clients' estate, financial, and tax planning.
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By Elena Pullen-VenemaPhilanthropic Advising is a thing! Philanthropic Advisors provide critical resources to professional advisors and their clients. Join us in this episode of "Looking Forward. Giving Back." as we welcome Stephanie Ellis Smith, Philanthropic Advisor and Founder of Phila Engaged Giving. Stepahanie shares all the ways philanthropic advisors can help attorneys, financial managers, and accountants strengthen their relationships with clients, and can play an important role in helping you become the most trusted advisor in your clients' estate, financial, and tax planning.