Discussing Philanthropy With Your Clients

Don’t overlook the importance of philanthropic conversations with your clients. In fact, high-net-worth clients expect their advisors to play an important role in their charitable giving plans. Whether you’re an attorney, CPA, or wealth advisor, understanding philanthropy and discussing it with your clients can help set you apart from your peers. It’s not only good for your business and the relationships you build with your clients, but it’s also great for the community.
August 24  8:30am - 9:30am