Wealth advisors know that high-net-worth clients typically look to them for guidance around their charitable giving. That’s why conversations around philanthropy are increasingly commonplace—especially during year-end client meetings. However, there’s a big difference between “having a conversation” and having a productive conversation. Please join us from 2:00 to 3:00 p.m. ET on Wednesday, September 25th as we discuss ways to approach the philanthropic conversation with your best clients.
To register, email us at firstname.lastname@example.org.