Jon Dauphiné and Dave Mantell on the Societal and Business Value of Delivering Pro Bono Financial Planning

Between Now and Success

English - November 08, 2023 20:10 - 48 minutes - 33.9 MB - ★★★★★ - 104 ratings
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Guest: Jon Dauphiné, Esq. is the CEO of the Foundation for Financial Planning, the U.S.'s leading 501(c)(3) charity devoted to expanding access to pro bono financial planning for people in need. Dave Mantell, CFP®, CFA is a Managing Partner and wealth advisor at Stabler Wealth Management in Bellevue, WA.

In a Nutshell: In fields like medicine, law, and education, pro bono work is an established part of the professional culture. My guests today are at the forefront of a movement to build an infrastructure for pro bono financial planning so that folks who can't afford to work with an advisor can gain access to the essential services we provide.

On today's show, Jon Dauphiné and Dave Mantell explain how the Foundation for Financial Planning connects advisors to the resources they need to make a huge impact on people's lives and their communities. We also discuss how more advisors and -- hopefully -- conference organizers can get involved in building out this important network.