{"podcast":{"title":"The UHNW Institute Podcast","slug":"the-uhnw-institute-podcast-6883548","podcast_index_feed_id":6883548,"rss_url":"https://feeds.captivate.fm/the-uhnw-institute-pod/","website_url":"https://www.uhnwinstitute.org/","image_url":"https://artwork.captivate.fm/bab8bd7e-6928-4462-9e91-4800b3db986d/5Eb2uym2uccENiBv8pRVCOct.jpg","author":"The UHNW Institute","episode_count":29,"summary":"THE UHNW Institute Podcast, a bi-monthly series, explores the wealth management industry that serves the UHNW, providing voice to the firms and families they serve as they seek to build, grow and nurture the wealth from one generation to the next. Looking beyond money, the podcast aligns with the Institute’s mission to incorporate the Ten Domains of Family Wealth, with topics related to the financial, investment, governance, estate planning, philanthropy, risk management, leadership, learning and development, health and wellness and family dynamics of the UHNW.","last_synced_at":"2026-07-06T12:18:26.524376+00:00","page_url":"https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548"},"episode":{"title":"Philanthropic Advising Competency Model","slug":"philanthropic-advising-competency-model","published_at":"2025-12-08T06:00:00+00:00","page_url":"https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548/philanthropic-advising-competency-model","show_page_url":"https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548","url":"https://www.uhnwinstitute.org/","audio_url":"https://episodes.captivate.fm/episode/99e53421-9c43-4779-9d7e-34fb7f4a06db.mp3","summary":"Summary This episode of the Ultra High Net Worth Institute podcast explores the Philanthropic Advising Competency Model developed by Daylight Today. Hosts Russ Haworth, Tony Macklin, and Marguerite Griffin discuss the evolving role of philanthropic advisors, the need for a structured competency model, and the importance of cultural dexterity and behavioral intelligence in fostering trust and effective communication with clients. The conversation highlights the future of philanthropic advising, emphasizing the integration of purpose and finance, and the skills necessary for the next generation of advisors. Chapters 00:00 Introduction to Philanthropic Advising Competency Model 04:04 The Evolution of Philanthropic Advising 08:25 Understanding the Competency Model Structure 12:25 The Intentions Behind the Competency Model 15:16 Cultural Dexterity and Behavioral Intelligence 22:31 Hiring and Training with the Competency Model 25:29 Building Trust Through Competency 28:11 Future of Philanthropic Advising 34:16 Skills for the Next Generation of Advisors 37:25 Key Takeaways Links Philanthropic Advising Competency Model - https://www.daylightadvisors.com/research-philanthropic-advising-competency Barriers to giving - https://www.ncfp.org/knowledge/overcoming-psychological-barriers-to-giving/ .","meta_description":"Summary This episode of the Ultra High Net Worth Institute podcast explores the Philanthropic Advising Competency Model developed by Daylight Today. Hosts…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2356,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-uhnw-institute-podcast-6883548/episodes/philanthropic-advising-competency-model/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548/philanthropic-advising-competency-model.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}