Charitable Planning Mistakes You Want to Avoid... And How to Level Up Those Conversations

Charitable planning expert, Dana Holt, and I go deep on how clients WANT to have philanthropic conversations… and how most Advisors are doing it all wrong!

 

Grab Dana's "Conversation Sparklers" PDF Here!

Check out more interviews, on-air coaching videos, and insight from Libby in the Free Video Library!

 

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