On this week’s episode Ron Ransom is joined by Dien Yuen, CEO of Daylight, to define what a philanthropic advisor is, what it takes to be a philanthropic advisor entrepreneur, and the influence these advisors bring to the industry.

Dien explains that wealth advisors are hitting a point where, “they bring in someone like a philanthropic advisor entrepreneur to help the wealth advisor dig deeper into client values and conversations.”

Listen in as they discuss why philanthropic advisor entrepreneurs could be a gateway not only to greater philanthropic giving, but also to deeper advisor–client relationships.

Let’s talk the rise of the philanthropic advisor entrepreneur. Let’s talk DAFs.