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’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