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Now that the dust has settled after the busy giving season, it’s the perfect opportunity to take a step back and explore the possibilities for this year. For instance, you may be asking yourself several key questions. How can you better connect with your most valued clients? What are some ways you can deepen those relationships? How can you deliver greater value?

As featured in Investments & Wealth Monitor, this article by our Chief Marketing Officer Hannah Shaw Grove explores the case for making philanthropy a core piece of a wealth management practice and uncover how it can be a powerful tool for helping clients build meaningful family legacies. Packed with insights, you’ll discover ways that charitable expertise can strengthen a holistic advisory practice.
Check out the full article.

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Based on our decades of experience working with philanthropic families, we’ve put together a suite of specialized insights that will help you before, during and after your client meetings.

Learn More About How We Support Advisors
Schedule a call or reach us at 800-839-0054 to learn how we can best support your clients who are passionate about giving. Together, let’s #begiving.

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