The unsuspecting ally taking us to the heart of advice

Lamkin, Mandy
August 2007
Money Management;8/2/2007, Vol. 21 Issue 28, p24
Trade Publication
The article discusses why financial planners must incorporate learning about philanthropy in their ongoing education. According to the author, connection is a main motivator for advisers. Furthermore, advisers can also play a key role in the management of structured philanthropy that will open up almost unprecedented opportunities for client retention.


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