The charitable conversation is the perfect way to reach that next generation of clients. This short guide will show you how to engage your clients and their families in the conversation.
A significant shift of wealth is underway, presenting both an opportunity and a risk for advisors. Because 98% of people who inherit money move it from their parents’ financial advisors, building multi-generational relationships is critical.
This short guide will show you how to engage your clients and their families in the conversation. Help them understand the benefits of creating a family giving plan and how a donor-advised fund is the ideal solution for family philanthropy.
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