Why Charitable Expertise Should Be Part of Your Practice

If you feel like helping clients give their money away is counterintuitive–or counterproductive–to the value you can provide as a financial advisor, there’s an important case to be made for why, and how, charitable expertise fits into a wealth management practice. Philanthropy is a unique and specialized area that can create many benefits for everyone involved, so it’s worth thinking more broadly about how you serve your clients today and in the future.

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