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Doing Well by Doing Good ― Improving Client Service, Increasing Philanthropic Capital: The Financial Adviser’s Role

A session at CFA Institute Wealth Management Conference 2013

Friday 22nd March, 2013

10:20am to 11:20am (EST)

  • Donations and volunteerism: How a values- and interests-based approach to supporting clients in their philanthropy (donations and volunteerism) can benefit the client, the adviser’s practice, and society
  • Beyond giving vehicles and taxes: What advisers really need to know and prepare before engaging their clients in an authentic and meaningful philanthropy discussion
  • Techniques and tools: What advisers can do to inspire clients to move from checkbook charity to more effective and personally rewarding philanthropy

About the speaker

This person is speaking at this event.
Jim Coutré

Partner at The Philanthropic Initiative.

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When

Time 10:20am11:20am EST

Date Fri 22nd March 2013

Short URL

lanyrd.com/scdcpf

Official event site

cfa.is/TFdsnw

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