Advisor Resources Center

02. Personal Readiness Methodology
Existing sequence

05 Philanthropy

What you will learn in this video

  • ✓Understand the purpose of the Philanthropy Talent Tool and its role in Personal Readiness planning.
  • ✓Learn how to explore an owner's desire to give back and create a positive impact beyond business ownership.
  • ✓Discover how philanthropic interests can align with personal values, passions, and a sense of purpose.
  • ✓Understand how to use the accompanying worksheet to document philanthropic interests and guide future Personal Readiness conversations.

About this video

This lesson introduces the Philanthropy Talent Tool and explores how business owners can incorporate giving back and supporting others into their Second Wave Life. You'll learn how to connect philanthropic interests with personal values and purpose while using the accompanying worksheet to capture ideas for future Personal Readiness planning.