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2021 Advisor Growth Summit

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Strategically Grow Your Practice With Charitable Expertise

Foundation Source Chief Marketing Officer Hannah Shaw Grove with be presenting at this virtual conference.

With seven out of 10 wealthy investors self-identifying as philanthropic, there’s a substantial opportunity to help them with charitable planning but many advisors don’t talk about it regularly with clients or consider it a meaningful part of their practice. Join this session to learn about the influential role of philanthropy in holistic wealth management and how demonstrating charitable expertise can facilitate deeper relationships and new business with the philanthropic affluent.

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