In this episode, we talk with Adam Schwartz, Director of Philanthropy, American Cancer Society.  We spoke about his start as a financial advisor and the difference from working at a smaller, regional bank to working inside of a massive bank and the pros and cons of each.  We also spoke about Adam’s journey to leaving the business in going into a chartable role working for the American Cancer Society.  We spoke about Donor Advised Funds and the benefits of using them for your charitable needs.  I hope you enjoy it!

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I’m always looking to connect with like-minded creative people that are motivated and want to be better!  You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at [email protected]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors