Now she focuses exclusively on teaching charitable planning through professional speaking and her first-of-it’s-kind, online training program, Turning Wealth Into What Matters™. Dana is a graduate of Mitchell Hamline School of Law and Southern Illinois University. She serves as Chair of the Minnesota Planned Giving Council and is an avid gardener at her home in the Twin Cities where she lives with her two retired racing greyhounds.
I know competition is tough. I spent over 13 years working in financial services. You need to retain the best clients, get great referrals, and stand out from your competition.
You’re in luck. You can achieve all of those things and more!
I’ve used my experience and expertise to help hundreds of advisors stand out from their competition by helping their clients achieve their deepest, most personal goals.
I’m talking about charitable planning!
High net worth consumers say knowing that an advisor has personal charitable planning experience and knowledge would factor into which advisor they choose, and it would enhance the credibility of their advice.
Philanthropic planning is just like any other skill – it can be developed. With the right practice and instruction, it can be successfully incorporated into any practice and bring great success!
Most high net worth clients say their advisors aren’t good at philanthropic planning. They also have vastly different expectations than their advisors about how philanthropic planning should happen.
Advisors who have embraced philanthropic planning:
Don’t believe me? See what the U.S. Trust Report on High-Net Worth Philanthropy Discovered about advisors who embrace philanthropic planning.
13 years at Fortune 300 financial services company
Former Estate Planning Attorney
CEO of HOLT Consulting
Founder of Turning Wealth Into What Matters™
Chair of Minnesota Planned Giving Council
JD, RICP, AEP®, CAP®