Is your firm prepared for the biggest wealth transfer in history?

Our free download will help you win new business and retain clients across generations.

If you're like many advisors, you may not be offering robust charitable giving planning.

To retain and attract clients, you need to.

This guide will help you expand your philanthropic service offerings with confidence.

Learn the critical question many advisors neglect to ask their clients.

Discover the one word that may be preventing your clients from reaching their philanthropic goals.

Identify the key stakeholders whom you should involve now.

Uncover the primary reason advisors avoid conversations about philanthropy.

Discover the secret weapon for becoming a go-to philanthropic expert.

You can conquer philanthropic advising.

Download the guide.

Discover why expanding your philanthropic offerings is vital to your long-term success.

Avoid the mistakes.

Learn and avoid the most common philanthropy mistakes costing you money.

Make philanthropy your thing.

Expand your services, retain current accounts, and gain new clients.

Imagine developing a reputation as the go-to expert for would-be world changers.

 

“Savvy advisors understand that expanding philanthropic offerings is vital to their long-term success. That’s why we engaged philanthropy expert Kris Putnam-Walkerly to help us understand common mistakes donors and advisors make, and offer practical tips to help advisors support their clients’ philanthropic goals. I immediately implemented her suggestions with several of my charitable clients, and they were delighted!”

- Emily Drake, Partner, Fairport Wealth

Your future is philanthrophic.

You’re managing a lot of wealth right now. But what happens when it transfers to the next generation? Will your clients’ children and grandchildren still choose you as their advisor?

The best way to retain management of your clients’ wealth and estate planning, and attract more clients in the future, is to support their philanthropic goals.

If you don’t have the expertise or bandwidth to tackle that task, you aren’t alone. This guide will help you find your way forward.

Kris Putnam-Walkerly, MSWAward-winning author of Delusional Altruism: Why Philanthropists Fail to Achieve Change and What They Can Do to Transform Giving

The biggest wealth transfer in history has nothing on you.

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