For Wealth Managers

Looking for More Influence, Meaning, and Impact As An Advisor?

Advisors Accelerator is a professional development program designed for philanthropy advisors seeking to master the essential conversations for influential advising. Rather than focusing solely on technical expertise, this cohort-based program gives advisors the tools to help their donors unlock more impactful and joyful giving.

Advisors Accelerator Offers:

  • Meaningful Giving Guide Certification: A hands-on program delivered through in-person seminars with a heavy emphasis on practice and role-playing.
  • Practical Resource Library: Access to a wide range of videos and worksheets covering “day-to-day” essentials, such as landscape analyses, portfolio reviews, and the pros and cons of different giving structures (e.g., LLCs vs. foundations).
  • Subject Matter Deep Dives: Regular “Fireside Chats” with experts on hot topics like climate change, homelessness, and collaborative giving infrastructure.
  • Business Mechanics for Advisors: Monthly seminars specifically for solopreneurs and small firms covering pricing, profitability, and business development.
  • AI-Powered Support: A dedicated AI chat interface trained on the entire curriculum to provide real-time guidance for advisor queries.

We also offer support at a variety of levels:

  • Consulting 1:1s with clients
  • Educational and training sessions for wealth management firms
  • Outsourced offering in coordination with manager to dive in and support client philanthropy 
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