As we head into the giving season, advisors have a tremendous opportunity to connect with their high-net-worth clients on a deeper level by discussing their chartable plans. This is important because seven out of ten wealthy investors identify as philanthropic. They’re just not typically receiving any formal guidance. That’s where a trusted advisor can help guide them. But advisors have a lot on their plates, and they deserve best-in-class tools and resources that seamlessly blend charitable giving into financial planning. Enter PhilTech—philanthropy-based software that shows tremendous promise in making charitable planning not only practical for high-net-worth clients but also cost effective.
In their semi-annual compendium of views from across the industry to help advisors with practice management, the Wealth Management 2024 Midyear Outlook featured insights from our CEO Joe Mrak who makes the case for including philanthropy in the advisor tech stack.
Check out the article to see three ways PhilTech is changing the game for advisors.
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Schedule a call or reach us at 800-839-0054 to learn how we can best support your clients who are passionate about philanthropy. Together, let’s #begiving.
