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!


Take Me There!

50% Complete

Two Step

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.