The Power of Philanthropy to Strengthen Your Client Relationships
AdvisorRadio Podcast for Financial Advisors by Horsesmouth
English - October 02, 2017 18:57 - 36 minutes - 25.4 MB - ★★★★ - 10 ratingsInvesting Business investing financialadvisor financialservices Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Generosity is a powerful path toward building your business and prosperity, and it's a topic that naturally segues into legacy building with clients and their heirs.
But for some reason, many advisors have hang-ups about bringing up philanthropy with clients. In this episode of AdvisorRadio, Ellen Rogin talks with Mark Ewert, author of "The Generosity Path," about the importance of giving and philanthropy and how it can strengthen the advisor/client relationship.