Thursday, November 15, 2012
TEN GAME-CHANGING OPPORTUNITIES TO ENHANCE YOUR CLIENT RELATIONSHIPS BY DISCUSSING PHILANTHROPY--1 CE CREDIT
Ninety-seven percent of Americans want to discuss charitable giving with their financial management advisors, but only a small percentage are actually having the conversation. By working with your clients to create a philanthropic strategy, you can expand your expertise, deepen the client relationship, create a bridge to the next generation and potentially tap into new financial resources-all while benefiting important charitable causes. This presentation will give you help you understand the importance of a charitable giving strategy, initiate the philanthropy conversation with your clients, and capitalize on ten game-changing moments in your clients' lives that create charitable giving opportunities.