video1.0<iframe src="https://www.loom.com/embed/e6a119d4e79843608e53efde0dc8b5a3" frameborder="0" width="2560" height="1920" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>19202560Loomhttps://www.loom.com19202560https://cdn.loom.com/sessions/thumbnails/e6a119d4e79843608e53efde0dc8b5a3-6cd8cacba7700bd7.gif421.555Hi everyone, I’m excited to share WellAdvised, our tool designed to enhance philanthropic conversations between advisors and clients. We found that while 91% of advisors discuss philanthropy, only 13% of clients find these discussions meaningful. WellAdvised uses AI to create a personalized giving plan that clients can proudly share. After answering about 25 tailored questions, clients receive a beautiful report that outlines their giving identity and focus areas. I encourage you to explore how this tool can transform your client interactions.