We are delighted to share that Stephanie Diamond, our Director of Wealth Management Solutions & Strategic Philanthropy, has been featured in episode 38 of the Purposeful Planning Institute podcast. At BBR, Stephanie oversees wealth management solutions for clients, with a specialization in philanthropy, advising clients on how to achieve impact across the issues they care about most.
The insightful podcast episode explores the growing role of philanthropic advisors: success factors for collaboration, and elements of scaled high impact philanthropy. We hope you enjoy!
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