SummaryThis episode of the Ultra High Net Worth Institute podcast explores the Philanthropic Advising Competency Model developed by Daylight Today. Hosts Russ Haworth, Tony Macklin, and Marguerite Griffin discuss the evolving role of philanthropic advisors, the need for a structured competency model, and the importance of cultural dexterity and behavioral intelligence in fostering trust and effective communication with clients. The conversation highlights the future of philanthropic advising, emphasizing the integration of purpose and finance, and the skills necessary for the next generation of advisors.Chapters00:00 Introduction to Philanthropic Advising Competency Model04:04 The Evolution of Philanthropic Advising08:25 Understanding the Competency Model Structure12:25 The Intentions Behind the Competency Model15:16 Cultural Dexterity and Behavioral Intelligence22:31 Hiring and Training with the Competency Model25:29 Building Trust Through Competency28:11 Future of Philanthropic Advising34:16 Skills for the Next Generation of Advisors37:25 Key TakeawaysLinksPhilanthropic Advising Competency Model - https://www.daylightadvisors.com/research-philanthropic-advising-competency Barriers to giving - https://www.ncfp.org/knowledge/overcoming-psychological-barriers-to-giving/.

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