Giving in the land of plenty

Christie, Bruce
November 2007
Money Management;11/29/2007, Vol. 21 Issue 45, p46
Trade Publication
The article discusses the significance for financial planners to have better education and training when advising their clients about philanthropy. Financial planners give three reasons which are the chance to build a deeper and stronger relationship with clients, simplify introductions to clients who are like-minded, and it makes part of a whole financial plan proper for fee-for-service advisers.


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