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This episode of the Ultra High Net Worth Institute podcast explores the Philanthropic Advising Competency Model developed by Daylight Today. Hosts Russ Haworth, Tony Macklin, and Marguerite Griffin discuss the evolving role of philanthropic advisors, the need for a structured competency model, and the importance of cultural dexterity and behavioral intelligence in fostering trust and effective communication with clients. The conversation highlights the future of philanthropic advising, emphasizing the integration of purpose and finance, and the skills necessary for the next generation of advisors.
Chapters00:00 Introduction to Philanthropic Advising Competency Model
04:04 The Evolution of Philanthropic Advising
08:25 Understanding the Competency Model Structure
12:25 The Intentions Behind the Competency Model
15:16 Cultural Dexterity and Behavioral Intelligence
22:31 Hiring and Training with the Competency Model
25:29 Building Trust Through Competency
28:11 Future of Philanthropic Advising
34:16 Skills for the Next Generation of Advisors
37:25 Key Takeaways
Links
Philanthropic Advising Competency Model - https://www.daylightadvisors.com/research-philanthropic-advising-competency
Barriers to giving - https://www.ncfp.org/knowledge/overcoming-psychological-barriers-to-giving/.
By The UHNW Institute5
33 ratings
This episode of the Ultra High Net Worth Institute podcast explores the Philanthropic Advising Competency Model developed by Daylight Today. Hosts Russ Haworth, Tony Macklin, and Marguerite Griffin discuss the evolving role of philanthropic advisors, the need for a structured competency model, and the importance of cultural dexterity and behavioral intelligence in fostering trust and effective communication with clients. The conversation highlights the future of philanthropic advising, emphasizing the integration of purpose and finance, and the skills necessary for the next generation of advisors.
Chapters00:00 Introduction to Philanthropic Advising Competency Model
04:04 The Evolution of Philanthropic Advising
08:25 Understanding the Competency Model Structure
12:25 The Intentions Behind the Competency Model
15:16 Cultural Dexterity and Behavioral Intelligence
22:31 Hiring and Training with the Competency Model
25:29 Building Trust Through Competency
28:11 Future of Philanthropic Advising
34:16 Skills for the Next Generation of Advisors
37:25 Key Takeaways
Links
Philanthropic Advising Competency Model - https://www.daylightadvisors.com/research-philanthropic-advising-competency
Barriers to giving - https://www.ncfp.org/knowledge/overcoming-psychological-barriers-to-giving/.

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