Monthly Meeting

January 20,2026

11:15am- 1:00pm

"Inside the Advisor's Mind: How Financial Planners Think, Communicate, and Collaborate"

Juan Ros, CFP(R),AEP(R),CSPGSM,CEPA(R)

Partner
Forum Financial Management LP

Description: 

Financial planners and charitable gift planners both help donors achieve their personal and financial goals - but they often speak different professional languages. In this session, you’ll step into the financial advisor’s world and learn how they think, communicate, and make decisions. By understanding their mindset, process, and pressures, you’ll be better equipped to build trust and foster collaboration that benefits donors - who are also advisors' clients - and charities alike.

Learning objectives:

• Explain the financial planning process and how it parallels the gift planning process.

• Identify how advisors define value, success, and risk in client relationships.

• Recognize the regulatory and compliance factors that shape advisor behavior.

• Translate philanthropic opportunities into advisor-friendly terms.

• Implement best practices for initiating and maintaining advisor relationships.

Program is Pending Approval for 1PT  CE Credit

Program is Pending Approval for one (1) hour of   CE credit

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