Wrapping up "summer school": Professional advisor relations with Kim Alvarez and Matt Failor
We’re wrapping up our professional advisor engagement “summer school” series on today’s episode! Host Josh Dukelow talks with Kim Alvarez at The Foundation for Enhancing Communities and Matt Failor at the Arlington Community Foundation about strategies for working with attorneys, CPAs, and financial advisors.
Listen in as Kim and Matt share what they learned during Embolden’s Professional Advisor Intensive Cohort Program. Some of our favorite takeaways from this interview:
“Own your knowledge and know your value.”
“Keep telling your story.”
“Drip, drip, drip.”
“Philanthropy helps retain clients—keep repeating that message to advisors.”
You’ll love this episode!