TITLE

The unsuspecting ally taking us to the heart of advice

AUTHOR(S)
Lamkin, Mandy
PUB. DATE
August 2007
SOURCE
Money Management;8/2/2007, Vol. 21 Issue 28, p24
SOURCE TYPE
Trade Publication
DOC. TYPE
Editorial
ABSTRACT
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.
ACCESSION #
26235222

 

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