Coffee Talk: Working with Professional Advisors
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Working with professional advisors is a valuable part of your team's development strategy and a tool that can take your work to the next level. Some foundations have been working closely with professional advisors for decades, while others are just getting started. Whether you're just getting started or have been engaging professional advisors for years, we hope this webinar will add value to your organization. During this Coffee Talk, we touched on some of the following questions:
- What role do professional advisors play in your organizations?
- What are some ways foundations can help professional advisors and their clients?
- What approaches have you seen work or not work in your engagement with professional advisors?
- Do you hold events, programming, or educational opportunities for professional advisors?
Grab some coffee and watch today!