Philanthropy resources for advisors

investmentnews.com:

An upcoming webinar will explore how to be a better advisor and “amplify your impact” across your business.

The Advisor Insights Lab, hosted by InvestmentNews and sponsored by Thrivent Advisor Network, will bring together industry leaders from Thrivent Advisor Network, Mission Wealth, Parable Wealth Partners, Advent Partners, The American College of Financial Services and the Foundation for Financial Planning. The leaders “will provide actionable strategies to building a profitable and purpose-driven business.”

Jennifer Lehman, program director and Wallace Chair in Philanthropy at the American College of Financial Services, will be one of those industry leaders.

“I hope advisors get some key takeaways for themselves and they know where to go to find the courses and find good information. They may even think of ways to be better advisors,” she said. “Maybe even some renewed energy and passion toward doing that, because it’s been a rough few years for everybody.”

Lehman earned her Ph.D. in financial planning at Texas Tech University, where she was mentored by Russell James.

“He was my dissertation chair,” she said. “People in the philanthropy world tend to be very familiar with that name.”

From there, Lehman’s focus was estate planning and charitable planning.

“One thing I love about the financial services industry is it tends to be a lot of intelligent people that want to help other people,” she said. “I grew up in a family of social workers and I knew I wanted to help people, but just not that way.”

Lehman highlighted what the chartered advisor in philanthropy program at the American College offers for advisors interested in enrolling.

“Through the CAP program, there’s about a dozen readings per unit. CAP is the only