Professional advisor relations: Elizabeth Welch and Nici Lewis

It’s time for summer school! Today’s episode features Josh Dukelow’s conversation with Elizabeth Welch, Gulf Coast Community Foundation, and Nici Lewis, Community Foundation Tampa Bay. Both attorneys themselves, Elizabeth and Nici share insights about engaging attorneys, CPAs, financial advisors, and other professionals who are crucial partners in a community foundation’s work. Elizabeth and Nici recently participated in Embolden’s Professional Advisor Intensive Cohort, and you’ll love hearing what they learned—including the ever-popular Message Sandwich (IYKYK)!