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Free Webinar: What to do when your client tells you she wants to start a nonprofit

 
 

 

As a wealth advisor, do you want to add as much value as possible to your client relationships?

Do you guide your clients in making smart decisions when it comes to their philanthropy but you are out of your comfort zone when your client tells you she wants to start a nonprofit, foundation or socially-focused business?

In this free webinar, you will learn how to add even more value to your client relationship by learning:

  • 3 foolproof ways to better serve your clients who want to go beyond simply donating to charity

  • The most critical piece of advice that you should give to your clients who want to up their "give back" game.

  • 5 give back options to share with your clients.

Space is limited to 25 attendees. Grab your spot now!

 

 

Later Event: September 15
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