Why Should a Financial Advisor Care About Philanthropy?
From the point of view of a financial advisor (FA), encouraging your clients to give away their…
How Donor Advised Funds Will Enhance Your Wealth Management Practice
In my previous article, I talked about how philanthropy is not just a good thing to do…
How to Have the Philanthropic Conversation
If you’ve been following along with this series for financial advisors, you’ll know that I’ve tried to make the…