If you advise clients on financial or legal matters, I want you to have the wisdom I wish I’d had before I gave up my law practice years ago. (Sometimes I wonder what could have been.)
How do you attract and retain ideal clients — the folks you’d love to work with for a lifetime — and enjoy rewards both financial and personal?
When you discover your niche in philanthropic advising, you can have a practice more deeply satisfying than you’ve ever imagined …
- Be a genuinely trusted adviser (not just a technical expert) and have the joy of guiding clients through some of the most significant decisions of their lives.
- Enjoy long-term relationships with high net worth clients who care about their community and the future.
- Create your own meaning-filled legacy through your professional practice.
Including philanthropy in your practice can change the lives of everyone around you. (And yours as well.)
Whether you’re already working in this area or just thinking about it, I invite you to explore the possibilities through this series of calls with me and Jim Lord (perhaps the most thoughtful and innovative mentor in philanthropy).
In the first installment, Jim and I uncover the potential I wish I’d seen when I was still practicing law.
Welcome to the adventure!
~ Pam McAllister
Start right now …
You’ll have on-demand access to this breakthrough series, including a full transcript of each call for easy reference. We want you to have the greater meaning and reward that you deserve in your practice.
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My husband and I decided to make what is for us a very significant financial commitment to a cause we care about. Inspired by your work, I was able to tap into my deepest feelings about how this contribution gives meaning to my life.
Maggie Coon, Lifelong conservationist, Twisp, Washington
My wife and I were able to do something we never dreamed possible, with Jim’s encouragement and know-how in philanthropy. We have seen great things happen as a result.
Bob Rogers, Philanthropist and former Chairman and CEO of the Ewing Marion Kauffman Foundation and Americorps
Jim Lord's by-invitation workshops were important turning points in my life. Anyone who has a passion for philanthropic work should take advantage of the best programs I know of in this field.
I took more than two weeks of unpaid leave while working for a "Big 5" consulting firm to attend Jim's program in Australia. I have never been the same since! Jim has a wonderful gift for creating space for miracles to emerge.
My experiences with Jim showed me how to bring my best to my consulting practice.
When I introduced these ideas to my colleagues, I watched as the proverbial light bulb went off. Their faces lit up, their voices rose in excitement, they became energized and motivated.