How We Work with Advisors

We work with advisors to help them “level the playing field” in a crowded and seemingly commoditized marketplace.

There are three ways to leverage our expertise:


Click here to learn more about our advisor training program; Building Fluency in Philanthropy.  To learn more about how we can deepen your team’s knowledge, and strengthen the depth and breadth of your firm’s interactions with your clients about philanthropy, please contact John LaFleur at 773-244-5185 or