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Financial Planning, Philanthropy

How to Spark A Philanthropic Conversation With Boomer Business Owners

A 2018 Fidelity Charitable study found that more than 75% of entrepreneurs affirm that charitable giving is a critical part of who they are. Additionally, the median charitable...

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Financial Planning, Philanthropy

Philanthropy, Assets Under Management and the Business Case for Investment Advisors

Often investment advisors are held back in serving the client's philanthropic inclinations by the fear – partly justified – that significant gifts to charity will come at the...

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Financial Planning, Philanthropy

Financial Advisors: 4 Steps for Prospecting within the Philanthropic Community

When questioning how they can increase revenue, many advisors have heard the phrases “see more people” and “see better people,” especially if they’re familiar with the Al...

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