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You’re managing a lot of wealth right now. But what happens when it transfers to the next generation? 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.
Pondering and planning and preparing is important, but over-strategizing actually slows progress, rather than accelerating it. To make the biggest impact we should be asking: How can we make good use of what’s right in front of us to do the most good possible? That’s the question we’re about to answer.
This video series will help you explore new ideas, enlighten your perspective on philanthropy, and provide you with concrete tools and strategies to get more impact from every charitable dollar. All you need is a laptop, tablet or smartphone, and you’ll receive some of my most popular and provocative advice, straight from me to you.