Women, Philanthropy and Changemaking: What to do when your client tells you she wants to set up a nonprofit
Are you a wealth advisor who wants to add as much value as is humanly 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?
You send her to an attorney and before you know it, she’s set up a nonprofit. But, she isn’t quite sure what to do with it. And you want to help but you don’t know how.
In this webinar, you will learn:
1. 3 foolproof ways to better serve your clients who want to go beyond donating to charity.
2. The most critical piece of advice that you should give to your clients who want to become changemakers in their communities.
3. 5 changemaking options to share with your clients.
Space is limited. Grab your spot.