"Wealth isn't about having a lot of money. It's about having a lot of options."
"Dana has a rare combination of deep technical skills and polished people skills that make her not just an advisor you go to for answers but someone that professionals and clients enjoy working alongside. She has such an inquisitive charitable gift planning mind -- and it shows in her work and attitude. It makes her a fantastic resource for nonprofit professionals, donors, and advisors alike when challenging situations surface."
~Eric Joranson, JD, CAP, National Philanthropic Trust
Amplify Your Advisory Practice
Turning Wealth Into What Matters™
YOUR FAVORITE CLIENTS HAVE SOMETHING IN COMMON.
They're people of character who want more from an advisor than just accumulation and tax reduction. They want to give meaning to their wealth. They want to pass on their values - not just their valuables.
WOULD YOU LIKE TO
~Serve your favorite clients better. ~
~ Attract more like them. ~
~ Amplify your practice with strategic charitable planning. ~
THIS PROGRAM WILL GIVE YOU THE SKILLS YOU NEED TO:
Deepen Client Relationships: Get to know clients on a deeply personal level and watch those relationships flourish.
Get More Referrals: Discussing philanthropy heightens your relationship in the community. Clients talk about their giving experiences with family, friends, and colleagues.
Connect with the Next Generation: Clients want to pass their values to the next generation. They do this by involving them in the giving process. Be an integral part of that conversation and get to know the whole family.
A deep understanding of advanced planning techniques and their charitable companions will give YOU the ability to design the very best plans for your clients.
The lessons in this program come from my experience working on cases big and small; simple and complex; from one end of the U.S. to the other. Turning just about every asset you can imagine into great gifts. From stocks to real estate - royalties to farm machinery.
Please join me. I can't want to be your guide on this exciting journey!