Barbara G. Shaiman

I found Alan Pratt’s webinar very insightful; it opened my eyes to the importance of truly understanding the values and the life stories of the clients we deal with in order to serve their best interests. His caring approach to philanthropy “of leading from the heart” is truly important for all of us to remember. His insights about leveraging wealth to empower individuals to give to charities of their choice was both informative and inspirational. Great session.