Collaboration Lab

Allied Professional & Advisory Councils are Dead...Long Live the Rolodex

Eric Abramson
Paul Hansen

Friday, October 4, 11:30 a.m. – 12:30 p.m.


In today's ultra-competitive world, it's never been more critical to work with the right professionals and have the proper expectations of what they can and should be doing for you and your organization. They also have expectations about what you should be doing for them! When relationships with allied professionals are established, cultivated and structured properly, the results can be nothing short of incredible. They can and will provide exponential benefits to you and your organization. Drawing upon more than 60 years in the in the planned giving, philanthropic and allied professional fields, we offer our formula for developing a truly synergistic and mutually beneficial working relationship with allied professionals.

Learning Objectives

  1. Understand why most allied professional advisory councils/committees don't work—and why most relationships with allied professionals aren't what they should and could be.
  2. Learn what allied professionals really can do for you and your organization, and what they cannot and should not do.
  3. Cultivate a truly collaborative "team" of professionals, resulting in a synergistic and mutually beneficial working relationship with allied professionals, to achieve amazing results.


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Eric Abramson

Certified Financial Services

Eric L. Abramson is a nationally known estate and charitable planning professional. He is associated with Certified Financial Services in Paramus, NJ. Eric specializes in estate and tax planning, wealth/asset transfer, charitable and philanthropic planning and creative life insurance strategies. His client roster is made up of athletes/entertainers, business owners, entrepreneurs, hedge fund managers, investment bankers, high-net-worth and high-income earners, and affluent, high-net-worth familes. He is also a leading expert on industry affairs and has contributed his knowledge and expertise to the industry. He has served on industry committees and boards, and has often been invited to contribute his knowledge to major financial institutions so that they can better serve their clients. Eric speeks, lectures and trains for industry organizations, families and individuals, law and accounting firms, family offices, nonprofits, insurance firms and producers, throughout the United Sates. He has appeared in national industry forums and in the national media many times.

Paul Hansen

Financial Advisor, Morgan Stanley

As a Financial Advisor with Morgan Stanley, Paul has over 30 years experience in financial services. He received his MBA from Rutgers University prior to earning certificates including: CERTIFIED FINANCIAL PLANNER (CFP®), Charter Financial Consultant, (ChFC®), Chartered Advisor in Philanthropy, (CAP®), and Chartered Life Underwriter, (CLU®). Paul has a diverse background in financial and estate planning as he has worked at Lutheran Brotherhood, Fidelity Investments and Merrill Lynch Trust Company prior to coming to Morgan Stanley. At Merrill Lynch, he was a Senior Philanthropic Consultant assisting Financial Advisors design charitable strategies for their clients. Additionally, he spent 12 years as host and co-producer of a cable show he created, You and Your Money, which was broadcast throughout New Jersey. Paul is a member of the Society of Financial Service Professionals, the Estate Planning Council of New York City, the Society of Trust and Estate Practioners, the National Association of Insurance and Financial Advisors, New Jersey Association of Fundraising Professionals and the New York State Society of CPAs. He has been an Associate Trustee of the Sigma Pi Educational Foundation, and board member of the Gift Planning Council of New Jersey. Paul has his BS in Civil Engineering from Valparaiso University.